Turtle Creek Wealth Advisors, LLC Purchases in Q2 2025

Turtle Creek Wealth Advisors, LLC

  • $847 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.41K
New
$273.67 - $366.17 $933K - $1.25M
3.41K $1.25B
EEM
Ishares Msci Emerging Markets

ETFs
25.6K
New
$38.52 - $48.28 $987K - $1.24M
25.6K $1.24B
JNJ
Johnson & Johnson

Healthcare
8.01K
New
$146.36 - $159.82 $1.17M - $1.28M
8.01K $1.22B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.09K
New
$166.82 - $194.23 $1.02M - $1.18M
6.09K $1.18B
MA
Mastercard Inc

Financial Services
1.85K
+ 20.07%
$479.92 - $590.74 $887K - $1.09M
11.1K $6.21B
ORCL
Oracle Corp

Technology
5.12K
New
$122.82 - $218.63 $628K - $1.12M
5.12K $1.12B
IT
Gartner Inc

Technology
2.74K
New
$377.5 - $449.52 $1.03M - $1.23M
2.74K $1.11B
ADP
Automatic Data Processing Inc

Industrials
3.44K
New
$276.76 - $326.81 $952K - $1.12M
3.44K $1.06B
OTIS
Otis Worldwide Corp

Industrials
10.6K
New
$90.88 - $104.3 $966K - $1.11M
10.6K $1.05B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
905
+ 0.34%
$51.16 - $62.02 $46.3K - $56.1K
265K $16.5B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.77K
New
$321.63 - $509.31 $568K - $899K
1.77K $899M
CRM
Salesforce, Inc.

Technology
3.25K
New
$236.26 - $291.15 $767K - $945K
3.25K $885M
NOV
Nov Inc.

Energy
70.8K
New
$11.11 - $15.41 $787K - $1.09M
70.8K $880M
MS
Morgan Stanley

Financial Services
6.15K
New
$99.83 - $140.86 $614K - $867K
6.15K $867M
COST
Costco Wholesale Corp

Consumer Defensive
422
+ 4.33%
$908.13 - $1056.85 $383K - $446K
10.2K $10.1B
SYK
Stryker Corp

Healthcare
1.09K
+ 6.29%
$337.37 - $395.63 $367K - $431K
18.4K $7.28B
AZN
Astrazeneca PLC

Healthcare
13.9K
+ 31.84%
$64.87 - $75.0 $904K - $1.05M
57.7K $4.03B
ET
Energy Transfer LP

Energy
61.2K
+ 9.53%
$15.65 - $18.93 $958K - $1.16M
704K $12.8B
TRGP
Targa Resources Corp.

Energy
4.55K
New
$157.32 - $205.72 $716K - $936K
4.55K $792M
CSGP
Costar Group, Inc.

Real Estate
9.75K
New
$72.62 - $83.22 $708K - $812K
9.75K $784M
TCBI
Texas Capital Bancshares Inc

Financial Services
9.64K
New
$61.24 - $79.4 $590K - $765K
9.64K $765M
ADBE
Adobe Inc.

Technology
1.96K
New
$340.0 - $420.68 $665K - $822K
1.96K $756M
HD
Home Depot, Inc.

Consumer Cyclical
2.05K
+ 9.42%
$335.24 - $380.78 $687K - $780K
23.8K $8.72B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7.13K
New
$86.58 - $104.98 $618K - $749K
7.13K $749M
GS
Goldman Sachs Group Inc

Financial Services
1.05K
New
$462.22 - $707.75 $485K - $742K
1.05K $742M
AMD
Advanced Micro Devices Inc

Technology
5.07K
New
$78.21 - $143.81 $396K - $729K
5.07K $719M
IBM
International Business Machines Corp

Technology
2.43K
New
$221.03 - $294.78 $538K - $717K
2.43K $717M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.91K
New
$151.62 - $183.47 $592K - $717K
3.91K $717M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.37K
New
$82.32 - $112.47 $524K - $716K
6.37K $716M
Linde PLC
1.52K
New
N/A
1.52K $712M
WMT
Walmart Inc.

Consumer Defensive
5.88K
+ 44.3%
$81.79 - $99.98 $481K - $587K
19.1K $1.87B
TJX
Tjx Companies Inc

Consumer Cyclical
4.88K
+ 8.02%
$119.13 - $135.03 $581K - $659K
65.8K $8.12B
GBIL
Goldman Sachs Access Treasury

ETFs
6.88K
New
$99.83 - $100.19 $686K - $689K
6.88K $689M
DTM
Dt Midstream, Inc.

Energy
6.24K
New
$87.23 - $109.91 $545K - $686K
6.24K $686M
GE
General Electric CO

Industrials
2.66K
New
$166.81 - $257.39 $444K - $684K
2.66K $684M
SHW
Sherwin Williams CO

Basic Materials
1.98K
New
$313.51 - $363.51 $619K - $718K
1.98K $678M
MAR
Marriott International Inc

Consumer Cyclical
2.47K
New
$211.12 - $274.14 $522K - $678K
2.47K $676M
LNG
Cheniere Energy, Inc.

Energy
2.77K
New
$197.25 - $244.33 $546K - $677K
2.77K $675M
SO
Southern CO

Utilities
7.29K
New
$84.91 - $92.56 $619K - $675K
7.29K $670M
WFC
Wells Fargo & Company

Financial Services
8.24K
New
$60.98 - $80.12 $503K - $660K
8.24K $660M
BR
Broadridge Financial Solutions, Inc.

Technology
2.68K
New
$217.22 - $246.25 $583K - $661K
2.68K $652M
PLD
Prologis, Inc.

Real Estate
7.51K
+ 35.26%
$89.76 - $112.34 $674K - $844K
28.8K $3.03B
DIS
Walt Disney CO

Communication Services
5.19K
New
$81.72 - $124.01 $424K - $644K
5.19K $644M
NFG
National Fuel Gas CO

Energy
7.53K
New
$73.0 - $86.01 $549K - $647K
7.53K $638M
NEE
Nextera Energy Inc

Utilities
9.06K
New
$64.11 - $75.0 $581K - $679K
9.06K $629M
USFR
Wisdomtree Floating Rate Treas

ETFs
12.3K
New
$50.28 - $50.47 $617K - $619K
12.3K $617M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.06K
New
$468.22 - $566.51 $498K - $603K
1.06K $603M
DG
Dollar General Corp

Consumer Defensive
5.26K
New
$86.02 - $114.95 $453K - $605K
5.26K $602M
Canadian Pacific Kansas City
7.39K
New
N/A
7.39K $586M
Activity Summary
Buys All Purchases 238 New Holdings 152 Increased Positions 86 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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