- New Purchases: GOOG, UNP, VZ, MSFT, AMZN, GM, CROX, DIS, TWTR, DE, KSS, SJM, XYL, FB, FIT, NFLX, PYPL, EXPD, TJX, HD, AWK, WTR, HEAR,
- Added Positions: AAPL,
- Sold Out: VTI, JPST, SPTM, CLNC, AFIN, VEA, SPSB, PFF, BA, VWO, VNQ, GNL, PG, HYG, PM, XLK, BND, VER, WTER, AUY,
For the details of TLW Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tlw+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of TLW Wealth Management, LLC- Apple Inc (AAPL) - 33,071 shares, 6.70% of the total portfolio. Shares added by 1295.40%
- Alphabet Inc (GOOG) - 5,277 shares, 6.61% of the total portfolio. New Position
- Union Pacific Corp (UNP) - 35,671 shares, 6.36% of the total portfolio. New Position
- Verizon Communications Inc (VZ) - 97,574 shares, 6.15% of the total portfolio. New Position
- Microsoft Corp (MSFT) - 48,046 shares, 6.04% of the total portfolio. New Position
TLW Wealth Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1178.52. The impact to a portfolio due to this purchase was 6.61%. The holding were 5,277 shares as of .
New Purchase: Union Pacific Corp (UNP)TLW Wealth Management, LLC initiated holding in Union Pacific Corp. The purchase prices were between $132.68 and $171.33, with an estimated average price of $160.69. The stock is now traded at around $177.44. The impact to a portfolio due to this purchase was 6.36%. The holding were 35,671 shares as of .
New Purchase: Verizon Communications Inc (VZ)TLW Wealth Management, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $53.28 and $60.88, with an estimated average price of $56.61. The stock is now traded at around $57.00. The impact to a portfolio due to this purchase was 6.15%. The holding were 97,574 shares as of .
New Purchase: Microsoft Corp (MSFT)TLW Wealth Management, LLC initiated holding in Microsoft Corp. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $127.40. The impact to a portfolio due to this purchase was 6.04%. The holding were 48,046 shares as of .
New Purchase: Amazon.com Inc (AMZN)TLW Wealth Management, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1940.49. The impact to a portfolio due to this purchase was 5.83%. The holding were 3,071 shares as of .
New Purchase: General Motors Co (GM)TLW Wealth Management, LLC initiated holding in General Motors Co. The purchase prices were between $32.25 and $40.14, with an estimated average price of $37.94. The stock is now traded at around $37.93. The impact to a portfolio due to this purchase was 5.71%. The holding were 144,384 shares as of .
Added: Apple Inc (AAPL)TLW Wealth Management, LLC added to a holding in Apple Inc by 1295.40%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $206.79. The impact to a portfolio due to this purchase was 6.22%. The holding were 33,071 shares as of .
Sold Out: Vanguard Total Stock Market (VTI)TLW Wealth Management, LLC sold out a holding in Vanguard Total Stock Market. The sale prices were between $124.77 and $146.62, with an estimated average price of $139.34.
Sold Out: JPMorgan Ultra-Short Income (JPST)TLW Wealth Management, LLC sold out a holding in JPMorgan Ultra-Short Income. The sale prices were between $50.09 and $50.4, with an estimated average price of $50.26.
Sold Out: SPDR Portfolio Total Stock Market (SPTM)TLW Wealth Management, LLC sold out a holding in SPDR Portfolio Total Stock Market. The sale prices were between $30.18 and $35.45, with an estimated average price of $33.8.
Sold Out: Colony Credit Real Estate Inc (CLNC)TLW Wealth Management, LLC sold out a holding in Colony Credit Real Estate Inc. The sale prices were between $15.51 and $17.85, with an estimated average price of $16.45.
Sold Out: American Finance Trust Inc (AFIN)TLW Wealth Management, LLC sold out a holding in American Finance Trust Inc. The sale prices were between $10.56 and $13.78, with an estimated average price of $11.91.
Sold Out: Vanguard FTSE Developed Markets (VEA)TLW Wealth Management, LLC sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $36.75 and $41.54, with an estimated average price of $39.92.
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