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
ABBV
Abb Vie Inc.

Healthcare
618
+ 26.61%
$163.84 - $199.33 $101K - $123K
2.94K $581M
NEE
Nextera Energy Inc

Utilities
788
+ 10.71%
$69.9 - $84.97 $55.1K - $67K
8.15K $689M
ACN
Accenture PLC

Technology
350
+ 50.43%
$295.44 - $355.81 $103K - $125K
1.04K $369M
GBIL
Goldman Sachs Access Treasury

ETFs
1.53K
+ 19.2%
$99.7 - $100.3 $153K - $154K
9.52K $954M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.28%
$520.18 - $576.82 $6.76K - $7.5K
4.61K $2.66B
JNJ
Johnson & Johnson

Healthcare
372
+ 7.13%
$145.48 - $167.38 $54.1K - $62.3K
5.59K $906M
ADBE
Adobe Inc.

Technology
313
+ 59.06%
$508.13 - $586.55 $159K - $184K
843 $436M
SBUX
Starbucks Corp

Consumer Cyclical
350
+ 6.68%
$72.51 - $98.6 $25.4K - $34.5K
5.59K $545M
XLI
Industrial Sector Spdr

ETFs
804
+ 50.44%
$120.56 - $135.44 $96.9K - $109K
2.4K $325M
KO
Coca Cola CO

Consumer Defensive
605
+ 6.83%
$62.69 - $73.01 $37.9K - $44.2K
9.47K $680M
ORCL
Oracle Corp

Technology
209
+ 8.51%
$125.9 - $170.35 $26.3K - $35.6K
2.66K $454M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 30.58%
$434.77 - $502.96 $87K - $101K
854 $417M
Linde PLC
142
+ 17.84%
N/A
938 $447M
TMO
Thermo Fisher Scientific Inc.

Healthcare
62
+ 7.22%
$531.86 - $624.21 $33K - $38.7K
921 $570M
GS
Goldman Sachs Group Inc

Financial Services
140
+ 24.73%
$459.02 - $510.25 $64.3K - $71.4K
706 $350M
ISRG
Intuitive Surgical Inc

Healthcare
55
+ 4.06%
$416.14 - $494.01 $22.9K - $27.2K
1.41K $692M
NOW
Service Now, Inc.

Technology
60
+ 18.75%
$730.87 - $937.36 $43.9K - $56.2K
380 $340M
CB
Chubb LTD

Financial Services
192
+ 21.48%
$252.51 - $292.2 $48.5K - $56.1K
1.09K $313M
CRM
Salesforce, Inc.

Technology
230
+ 20.61%
$238.42 - $276.53 $54.8K - $63.6K
1.35K $368M
XLK
Technology Sector Spdr

ETFs
360
+ 6.22%
$197.34 - $237.68 $71K - $85.6K
6.15K $1.39B
MLM
Martin Marietta Materials Inc

Basic Materials
201
+ 2.29%
$502.48 - $593.35 $101K - $119K
8.96K $4.82B
EPD
Enterprise Products Partners L.P.

Energy
2.52K
+ 9.69%
$27.88 - $30.0 $70.1K - $75.5K
28.5K $829M
GE
General Electric CO

Industrials
189
+ 14.88%
$156.66 - $189.66 $29.6K - $35.8K
1.46K $275M
VTI
Vanguard Total Stock Market Et

ETFs
216
+ 30.17%
$255.18 - $283.2 $55.1K - $61.2K
932 $264M
ABT
Abbott Laboratories

Healthcare
229
+ 5.08%
$100.07 - $118.13 $22.9K - $27.1K
4.74K $540M
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 5.34%
$161.02 - $200.0 $201K - $249K
24.6K $4.59B
CSCO
Cisco Systems, Inc.

Technology
768
+ 16.39%
$44.74 - $53.22 $34.4K - $40.9K
5.45K $290M
CEG
Constellation Energy Corp

Utilities
3
+ 0.29%
$167.08 - $262.86 $501 - $789
1.03K $269M
NFLX
Netflix Inc

Communication Services
55
+ 10.05%
$598.55 - $722.26 $32.9K - $39.7K
602 $427M
VO
Vanguard Mid Cap ETF

ETFs
106
+ 8.79%
$237.84 - $263.83 $25.2K - $28K
1.31K $346M
VZ
Verizon Communications Inc

Communication Services
475
+ 5.61%
$38.89 - $45.0 $18.5K - $21.4K
8.94K $401M
IWF
Ishares Russell 1000 Gr ETF

ETFs
37
+ 1.09%
$332.02 - $382.76 $12.3K - $14.2K
3.44K $1.29B
NOC
Northrop Grumman Corp

Industrials
7
+ 1.4%
$423.73 - $533.14 $2.97K - $3.73K
507 $268M
BAC
Bank Of America Corp

Financial Services
1.26K
+ 10.86%
$36.65 - $44.13 $46.3K - $55.7K
12.9K $512M
ETN
Eaton Corp PLC

Industrials
22
+ 1.01%
$272.52 - $333.02 $6K - $7.33K
2.2K $730M
RSP
Invesco S&P 500 Equal Weight E

ETFs
122
+ 8.76%
$162.83 - $179.16 $19.9K - $21.9K
1.52K $271M
TXN
Texas Instruments Inc

Technology
39
+ 1.44%
$194.6 - $194.6 $7.59K - $7.59K
2.76K $569M
MS
Morgan Stanley

Financial Services
212
+ 8.19%
$92.07 - $106.96 $19.5K - $22.7K
2.8K $292M
PEP
Pepsico Inc

Consumer Defensive
159
+ 6.95%
$161.9 - $179.3 $25.7K - $28.5K
2.45K $416M
WFC
Wells Fargo & Company

Financial Services
935
+ 18.02%
$51.58 - $60.97 $48.2K - $57K
6.12K $346M
DHR
Danaher Corp

Healthcare
52
+ 6.4%
$239.25 - $280.76 $12.4K - $14.6K
865 $240M
AMGN
Amgen Inc

Healthcare
72
+ 5.51%
$309.38 - $337.38 $22.3K - $24.3K
1.38K $444M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
54
+ 3.0%
$210.25 - $231.86 $11.4K - $12.5K
1.86K $414M
MGA
Magna International Inc

Consumer Cyclical
840
+ 10.43%
$38.03 - $45.82 $31.9K - $38.5K
8.9K $365M
L
Loews Corp

Financial Services
1
+ 0.04%
$73.76 - $81.96 $73.8 - $82
2.82K $223M
ADI
Analog Devices Inc

Technology
39
+ 3.5%
$200.56 - $243.33 $7.82K - $9.49K
1.15K $266M
AMD
Advanced Micro Devices Inc

Technology
43
+ 2.07%
$128.67 - $183.96 $5.53K - $7.91K
2.12K $349M
ORCC
Owl Rock Capital Corp

Financial Services
1.6K
+ 9.18%
N/A
19K $277M
FDX
Fedex Corp

Industrials
39
+ 3.98%
$254.64 - $313.52 $9.93K - $12.2K
1.02K $279M
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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