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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
NVDANvidia Corporation
Recent Activity
Increased 2.97%
0.28%
$1.402M
10,443 shares@ $134.3 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.04%
0.27%
$1.37M
2,708 shares@ $505.86 avg price
CVXChevron Corp New
Recent Activity
Increased 4.2%
0.27%
$1.362M
9,404 shares@ $144.84 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 2.92%
0.26%
$1.298M
5,747 shares@ $225.89 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 3.93%
0.25%
$1.256M
14,062 shares@ $89.32 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.75%
0.25%
$1.226M
2,704 shares@ $453.29 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 4.41%
0.24%
$1.218M
16,461 shares@ $74.02 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 3.44%
0.24%
$1.171M
72,980 shares@ $16.05 avg price
AZNAstrazeneca Plc
Recent Activity
Increased 4.5%
0.22%
$1.093M
16,681 shares@ $65.53 avg price
ADBEAdobe Inc
Recent Activity
Increased 8.54%
0.21%
$1.046M
2,352 shares@ $444.69 avg price