Timber Creek Capital Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In this blog post, we will analyze the changes in holdings of Timber Creek Capital Management LLC between Q3 2023 and Q4 2023. 13F filings provide valuable insights into the investment strategies and portfolio adjustments of institutional investors. By examining the data, we can gain a better understanding of how Timber Creek Capital Management LLC adjusted their holdings during this period. Let's dive into the details.

Timber Creek Capital Management LLC Holdings Comparison:

1. ALPHABET INC CAP STK CL C:

- In Q3 2023, Timber Creek Capital Management LLC held 100,970 shares of ALPHABET INC CAP STK CL C, with a value of $13,313,000.

- In Q4 2023, their holdings decreased to 99,921 shares, with a value of $14,081,000.

- This represents a change of -5.8% in shares and a 5.8% increase in value.

2. MICROSOFT CORP COM:

- In Q3 2023, Timber Creek Capital Management LLC held 35,924 shares of MICROSOFT CORP COM, with a value of $11,343,000.

- In Q4 2023, their holdings slightly decreased to 35,893 shares, with a value of $13,497,000.

- This represents a change of -0.1% in shares and a 19% increase in value.

3. ISHARES GOLD TRUST:

- In Q3 2023, Timber Creek Capital Management LLC held 322,624 shares of ISHARES GOLD TRUST, with a value of $11,288,000.

- In Q4 2023, their holdings decreased to 311,543 shares, with a value of $12,159,000.

- This represents a change of -3.4% in shares and a 7.7% increase in value.

4. VISA INC COM CL A:

- In Q3 2023, Timber Creek Capital Management LLC held 46,401 shares of VISA INC COM CL A, with a value of $10,672,000.

- In Q4 2023, their holdings increased to 46,554 shares, with a value of $12,120,000.

- This represents a change of 0.3% in shares and a 13.6% increase in value.

5. BERKSHIRE HATHAWAY INC DEL CL B NEW:

- In Q3 2023, Timber Creek Capital Management LLC held 33,314 shares of BERKSHIRE HATHAWAY INC DEL CL B NEW, with a value of $11,670,000.

- In Q4 2023, their holdings slightly decreased to 33,007 shares, with a value of $11,772,000.

- This represents a change of -0.9% in shares and a 0.9% increase in value.

6. APPLE INC COM:

- In Q3 2023, Timber Creek Capital Management LLC held 55,503 shares of APPLE INC COM, with a value of $9,502,000.

- In Q4 2023, their holdings slightly decreased to 55,159 shares, with a value of $10,619,000.

- This represents a change of -0.6% in shares and an 11.8% increase in value.

7. AMAZON COM INC COM:

- In Q3 2023, Timber Creek Capital Management LLC held 69,370 shares of AMAZON COM INC COM, with a value of $8,818,000.

- In Q4 2023, their holdings slightly decreased to 69,001 shares, with a value of $10,484,000.

- This represents a change of -0.5% in shares and an 18.9% increase in value.

8. SPDR GOLD MINISHARES TRUST:

- In Q3 2023, Timber Creek Capital Management LLC held 257,310 shares of SPDR GOLD MINISHARES TRUST, with a value of $9,432,000.

- In Q4 2023, their holdings slightly decreased to 249,765 shares, with a value of $10,217,000.

- This represents a change of -2.9% in shares and an 8.3% increase in value.

9. ELI LILLY & CO COM:

- In Q3 2023, Timber Creek Capital Management LLC held 15,337 shares of ELI LILLY & CO COM, with a value of $8,238,000.

- In Q4 2023, their holdings decreased to 14,599 shares, with a value of $8,510,000.

- This represents a change of -4.8% in shares and a 3.3% increase in value.

10. UNITEDHEALTH GROUP INC COM:

- In Q3 2023, Timber Creek Capital Management LLC held 15,530 shares of UNITEDHEALTH GROUP INC COM, with a value of $7,830,000.

- In Q4 2023, their holdings increased to 15,645 shares, with a value of $8,237,000.

- This represents a change of 0.7% in shares and a 5.2% increase in value.

Conclusion:

Timber Creek Capital Management LLC made several adjustments to their holdings between Q3 2023 and Q4 2023. Overall, they reduced their holdings in some companies while increasing their positions in others. It's important to note that these changes in holdings may reflect the investment strategy and market conditions during this period. Investors should carefully analyze the data and consider their own investment goals before making any decisions based on this information.