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Alex Butters

@Tlwm

Latest period2024 - Q4ReportedManaged Assets$508.285MTotal holdings73
Assets growth rate3.09%Assets growth rate (2-Q avg)4.61%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Tlwm's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Tlwm over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 508.285M in assets, with a quarterly growth rate of 3.09% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Alex Butters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KBESpdr Ser Tr
Recent Activity
New Position
3.52%
$17.871M
322,179 shares@ $55.47 avg price
IBDQIshares Tr
Recent Activity
Increased 0.25%
1.27%
$6.454M
257,649 shares@ $25.05 avg price
IBDSIshares Tr
Recent Activity
Increased 1.11%
0.87%
$4.386M
183,048 shares@ $23.97 avg price
TSLATesla Inc
Recent Activity
Increased 1.05%
0.66%
$3.354M
8,306 shares@ $403.85 avg price
AAPLApple Inc
Recent Activity
Increased 2.45%
0.64%
$3.25M
12,978 shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.42%
0.54%
$2.722M
12,405 shares@ $219.4 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.74%
0.49%
$2.482M
5,889 shares@ $421.51 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.93%
0.48%
$2.424M
4,140 shares@ $585.52 avg price
CRMSalesforce Inc
Recent Activity
Increased 4.24%
0.44%
$2.236M
6,689 shares@ $334.34 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.59%
0.44%
$2.23M
11,781 shares@ $189.31 avg price