Turtle Creek Wealth Advisors, LLC Purchases in Q4 2024

Turtle Creek Wealth Advisors, LLC

  • $433 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
351K
+ 5784.97%
$44.89 - $51.34 $15.7M - $18M
357K $17.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.9K
+ 24.05%
$521.84 - $558.82 $13M - $13.9M
128K $69.2B
XLY
Select Sector Spdr Consumer Di

ETFs
61.3K
+ 2741.98%
$194.8 - $239.43 $11.9M - $14.7M
63.6K $14.3B
OWL
Blue Owl Capital Inc.

Financial Services
437K
+ 65.45%
$19.51 - $24.81 $8.52M - $10.8M
1.1M $25.7B
IWB
Ishares Tr Russell 1000 ETF

ETFs
37.3K
+ 166.71%
$311.11 - $335.64 $11.6M - $12.5M
59.6K $19.2B
OEF
Ishares S&P 100 ETF

ETFs
34.5K
+ 2010.15%
N/A
36.2K $10.4B
Lam Research Corp
73.1K
New
N/A
73.1K $5.28B
AVGO
Broadcom Inc.

Technology
1.69K
+ 3.48%
$159.67 - $250.0 $270K - $423K
50.3K $11.7B
AAPL
Apple Inc.

Technology
7.26K
+ 10.91%
$221.69 - $259.02 $1.61M - $1.88M
73.8K $18.5B
AMZN
Amazon Com Inc

Consumer Cyclical
5.57K
+ 22.64%
$180.88 - $232.93 $1.01M - $1.3M
30.2K $6.62B
VEA
Vanguard Ftse Developed Market

ETFs
45.1K
+ 82.2%
$47.57 - $52.44 $2.14M - $2.36M
99.9K $4.78B
MSFT
Microsoft Corp

Technology
4.68K
+ 14.96%
$406.35 - $454.46 $1.9M - $2.13M
36K $15.2B
GOOGL
Alphabet Inc.

Communication Services
6.01K
+ 32.44%
$161.86 - $196.66 $972K - $1.18M
24.5K $4.64B
JPM
Jpmorgan Chase & CO

Financial Services
566
+ 1.4%
$205.18 - $250.29 $116K - $142K
41K $9.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.7K
+ 8.43%
$61.68 - $67.87 $1.09M - $1.2M
228K $14.2B
V
Visa Inc.

Financial Services
937
+ 5.55%
$273.87 - $320.91 $257K - $301K
17.8K $5.63B
META
Meta Platforms, Inc.

Communication Services
991
+ 7.38%
$554.08 - $632.68 $549K - $627K
14.4K $8.44B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
18.4K
New
N/A
18.4K $614M
APH
Amphenol Corp

Technology
1.68K
+ 1.87%
$62.07 - $75.35 $104K - $127K
91.3K $6.34B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.17K
+ 7.96%
$94.43 - $105.47 $205K - $229K
29.4K $2.99B
WMT
Walmart Inc.

Consumer Defensive
2.29K
+ 21.66%
$79.1 - $95.7 $181K - $219K
12.8K $1.16B
Liberty Global LTD
22.3K
New
N/A
22.3K $284M
TJX
Tjx Companies Inc

Consumer Cyclical
537
+ 2.07%
$112.15 - $127.2 $60.2K - $68.3K
26.5K $3.2B
C
Citigroup Inc

Financial Services
1.01K
+ 10.78%
$61.31 - $72.5 $61.7K - $72.9K
10.3K $728M
PG
Procter & Gamble CO

Consumer Defensive
1.86K
+ 5.6%
$161.05 - $179.7 $300K - $334K
35.1K $5.88B
BAC
Bank Of America Corp

Financial Services
1.22K
+ 9.43%
$39.22 - $47.77 $47.7K - $58.1K
14.1K $620M
GM
General Motors CO

Consumer Cyclical
100
+ 0.89%
$44.82 - $60.2 $4.48K - $6.02K
11.4K $607M
EPD
Enterprise Products Partners L.P.

Energy
507
+ 1.78%
$28.66 - $34.43 $14.5K - $17.5K
29K $909M
T
At&T Inc.

Communication Services
442
+ 0.51%
$21.22 - $23.88 $9.38K - $10.6K
87.8K $2B
SYK
Stryker Corp

Healthcare
261
+ 1.6%
$345.14 - $392.15 $90.1K - $102K
16.6K $5.96B
PH
Parker Hannifin Corp

Industrials
47
+ 0.46%
$621.74 - $709.46 $29.2K - $33.3K
10.2K $6.52B
KO
Coca Cola CO

Consumer Defensive
2.28K
+ 24.04%
$61.74 - $71.71 $141K - $163K
11.7K $731M
PFE
Pfizer Inc

Healthcare
1.33K
+ 14.62%
$24.8 - $30.19 $32.9K - $40K
10.4K $276M
F
Ford Motor CO

Consumer Cyclical
2.01K
+ 9.29%
$9.69 - $11.4 $19.4K - $22.9K
23.6K $234M
MCD
Mcdonalds Corp

Consumer Cyclical
884
+ 4.98%
$288.47 - $316.54 $255K - $280K
18.6K $5.4B
RTX
Raytheon Technologies Corp

Industrials
426
+ 3.51%
$114.45 - $127.21 $48.8K - $54.2K
12.5K $1.45B
VOD
Vodafone Group Public LTD CO

Communication Services
2.79K
+ 8.35%
$8.37 - $9.95 $23.3K - $27.7K
36.2K $307M
APA
Apa Corp

Energy
424
+ 0.97%
$20.47 - $27.07 $8.68K - $11.5K
43.9K $1.01B
IEMG
Ishares Inc

ETFs
4.06K
+ 4.32%
N/A
98K $5.12B
LOW
Lowes Companies Inc

Consumer Cyclical
295
+ 1.66%
$244.52 - $284.07 $72.1K - $83.8K
18.1K $4.46B
AFL
Aflac Inc

Financial Services
271
+ 0.47%
$100.37 - $115.27 $27.2K - $31.2K
58K $6B
CAT
Caterpillar Inc

Industrials
181
+ 0.9%
$360.37 - $416.88 $65.2K - $75.5K
20.3K $7.36B
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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