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  Name: TLW Wealth Management LLC
  City: OMAHA
  State: NE
  Zip: 68135
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $157,008,000
  Total Value Change : $16,631,000
  Securities Held Change : 2
   
All Securities Held : 21
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 7
  Unchanged Positions : 4
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 7 - $184.70 $9,992,000 55,393 6.36% 1,588,000 80 0.001    Internet Software & S...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 9 - $60.24 $9,739,000 161,854 6.2% 1,221,000 107,820 0.006    Discount, Variety Stores
   (AAPL)1 Year Chart         AAPL Apple Inc 10 - $189.87 $9,688,000 56,499 6.17% -1,178,000 60 0    Personal Computers
   (HD)1 Year Chart         HD Home Depot Inc 11 - $344.21 $7,843,000 20,445 5% 759,000 3 0.002    Home Improvement Stores
   (TJX)1 Year Chart         TJX TJX Companies Inc 12 - $100.29 $6,934,000 68,371 4.42% 534,000 152 0.006    Discount, Variety Stores
   (MCD)1 Year Chart         MCD McDonalds Corp 14 - $272.38 $5,501,000 19,511 3.5% -172,000 377 0.003    Restaurants
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 15 - $177.81 $854,000 4,856 0.54% 0 1,420 0    Auto Manufacturers

      7 Records Found
  1    
Page 1 of 1
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