Turtle Creek Wealth Advisors, LLC Purchases in Q3 2024

Turtle Creek Wealth Advisors, LLC

  • $499 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
122K
+ 7179.41%
$143.3 - $157.24 $17.4M - $19.1M
123K $19B
XLP
Consumer Staples Sector Spdr

ETFs
115K
+ 9223.98%
$76.04 - $76.04 $8.77M - $8.77M
117K $9.68B
PVAL
Putnam ETF Tr Putnam Focused L
176K
New
$35.03 - $37.94 $6.18M - $6.7M
176K $6.7B
IEFA
Ishares Tr

ETFs
53.7K
+ 15.32%
$70.09 - $78.74 $3.76M - $4.23M
404K $31.5B
XLU
Utilities Sector Spdr

ETFs
50.9K
+ 4925.65%
$67.67 - $80.78 $3.44M - $4.11M
51.9K $4.19B
AAPL
Apple Inc.

Technology
2.91K
+ 4.57%
$207.23 - $234.82 $603K - $683K
66.6K $15.5B
PH
Parker Hannifin Corp

Industrials
183
+ 1.83%
$501.01 - $635.92 $91.7K - $116K
10.2K $6.45B
AFL
Aflac Inc

Financial Services
789
+ 1.38%
$88.52 - $111.8 $69.8K - $88.2K
57.8K $6.46B
CAT
Caterpillar Inc

Industrials
291
+ 1.47%
$316.8 - $391.12 $92.2K - $114K
20.1K $7.87B
BLK
Black Rock Inc.

Financial Services
234
+ 3.66%
$782.27 - $949.51 $183K - $222K
6.63K $6.29B
OWL
Blue Owl Capital Inc.

Financial Services
1K
+ 0.15%
$15.81 - $19.83 $15.8K - $19.8K
667K $12.9B
META
Meta Platforms, Inc.

Communication Services
249
+ 1.89%
$453.41 - $572.44 $113K - $143K
13.4K $7.69B
LOW
Lowes Companies Inc

Consumer Cyclical
641
+ 3.74%
$213.3 - $270.78 $137K - $174K
17.8K $4.82B
MCD
Mcdonalds Corp

Consumer Cyclical
478
+ 2.77%
$245.82 - $304.51 $118K - $146K
17.7K $5.4B
ZTS
Zoetis Inc.

Healthcare
664
+ 2.22%
$172.58 - $196.48 $115K - $130K
30.5K $5.96B
AVGO
Broadcom Inc.

Technology
43.9K
+ 924.06%
$136.27 - $1745.86 $5.98M - $76.6M
48.6K $8.39B
NVDA
Nvidia Corp

Technology
6.06K
+ 9.18%
$98.91 - $134.91 $599K - $818K
72.1K $8.75B
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 2.92%
$194.9 - $224.8 $223K - $258K
40.5K $8.53B
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.21%
$333.64 - $405.2 $6.01K - $7.29K
8.54K $3.46B
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 4.15%
$160.76 - $177.82 $213K - $236K
33.2K $5.76B
SYK
Stryker Corp

Healthcare
333
+ 2.09%
$315.94 - $371.96 $105K - $124K
16.3K $5.89B
COST
Costco Wholesale Corp

Consumer Defensive
130
+ 1.47%
$801.83 - $917.05 $104K - $119K
8.95K $7.93B
CI
Cigna Corp

Healthcare
510
+ 3.46%
$319.12 - $367.1 $163K - $187K
15.3K $5.29B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.23K
+ 6.86%
$56.47 - $63.69 $182K - $206K
50.3K $3.17B
V
Visa Inc.

Financial Services
700
+ 4.32%
$253.74 - $291.56 $178K - $204K
16.9K $4.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
206
+ 2.33%
$517.38 - $573.86 $107K - $118K
9.03K $5.18B
TSLA
Tesla, Inc.

Consumer Cyclical
411
+ 11.64%
$191.76 - $263.26 $78.8K - $108K
3.94K $1.03B
CMCSA
Comcast Corp

Communication Services
250
+ 0.22%
$37.33 - $41.78 $9.33K - $10.4K
116K $4.85B
T
At&T Inc.

Communication Services
2.86K
+ 3.39%
$18.21 - $22.28 $52.1K - $63.8K
87.4K $1.92B
IBM
International Business Machines Corp

Technology
1.08K
+ 86.41%
$175.1 - $223.38 $189K - $241K
2.33K $516M
UNH
Unitedhealth Group Inc

Healthcare
258
+ 13.72%
$488.01 - $604.18 $126K - $156K
2.14K $1.25B
RTX
Raytheon Technologies Corp

Industrials
373
+ 3.18%
$99.55 - $123.34 $37.1K - $46K
12.1K $1.47B
PFE
Pfizer Inc

Healthcare
9.07K
New
$27.7 - $31.39 $251K - $285K
9.07K $262M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.45K
New
$71.45 - $75.64 $247K - $261K
3.45K $259M
PM
Philip Morris International Inc.

Consumer Defensive
2.06K
New
$101.25 - $127.45 $209K - $263K
2.06K $250M
PGR
Progressive Corp

Financial Services
957
New
$209.46 - $259.24 $200K - $248K
957 $243M
New York Cmnty Bancorp Inc
21.4K
New
N/A
21.4K $240M
GILD
Gilead Sciences, Inc.

Healthcare
2.84K
New
$66.59 - $83.99 $189K - $239K
2.84K $238M
UNP
Union Pacific Corp

Industrials
955
New
$221.78 - $256.09 $212K - $245K
955 $235M
CME
Cme Group Inc.

Financial Services
1.06K
New
$193.43 - $220.62 $205K - $233K
1.06K $233M
SPGI
S&P Global Inc.

Financial Services
448
New
$446.32 - $527.38 $200K - $236K
448 $231M
HSY
Hershey CO

Consumer Defensive
242
+ 1.1%
$182.45 - $203.25 $44.2K - $49.2K
22.2K $4.26B
AXP
American Express CO

Financial Services
814
New
$225.92 - $271.17 $184K - $221K
814 $221M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.91K
New
$49.7 - $56.11 $194K - $219K
3.91K $215M
UBER
Uber Technologies, Inc

Technology
2.86K
New
$58.48 - $77.47 $167K - $221K
2.86K $215M
DE
Deere & CO

Industrials
488
New
$344.84 - $418.0 $168K - $204K
488 $204M
DVY
Ishares Tr

ETFs
1.33K
+ 80.1%
$119.99 - $135.74 $159K - $180K
2.99K $403M
VCR
Vanguard Consumer Discretionar

ETFs
595
New
$291.88 - $341.94 $174K - $203K
595 $203M
WMT
Walmart Inc.

Consumer Defensive
752
+ 7.67%
$66.91 - $81.4 $50.3K - $61.2K
10.6K $853M
Activity Summary
Buys All Purchases 114 New Holdings 15 Increased Positions 99 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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