Turtle Creek Wealth Advisors, LLC Incresed Positions in Q1 2025

Turtle Creek Wealth Advisors, LLC

  • $670 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
115K
+ 37.84%
$69.57 - $78.65 $8M - $9.05M
419K $31.7B
XLF
Financial Sector Spdr

ETFs
197K
+ 55.12%
$47.32 - $52.19 $9.3M - $10.3M
553K $27.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25.2K
+ 19.61%
$507.05 - $563.67 $12.8M - $14.2M
154K $79B
ET
Energy Transfer LP

Energy
493K
+ 328.71%
$17.26 - $21.08 $8.5M - $10.4M
642K $11.9B
NVDA
Nvidia Corp

Technology
82K
+ 103.3%
$106.98 - $149.43 $8.77M - $12.3M
161K $17.5B
MSFT
Microsoft Corp

Technology
21.7K
+ 60.23%
$375.39 - $447.2 $8.14M - $9.69M
57.7K $21.7B
MCD
Mcdonalds Corp

Consumer Cyclical
16.9K
+ 90.74%
$279.74 - $321.29 $4.73M - $5.43M
35.5K $11.1B
PG
Procter & Gamble CO

Consumer Defensive
31K
+ 88.26%
$158.56 - $176.26 $4.91M - $5.46M
66.1K $11.3B
AAPL
Apple Inc.

Technology
29K
+ 39.29%
$209.68 - $247.1 $6.08M - $7.17M
103K $22.8B
TJX
Tjx Companies Inc

Consumer Cyclical
34.4K
+ 129.66%
$112.81 - $126.16 $3.88M - $4.34M
60.9K $7.42B
AMZN
Amazon Com Inc

Consumer Cyclical
24.3K
+ 80.46%
$190.26 - $242.06 $4.62M - $5.88M
54.5K $10.4B
KO
Coca Cola CO

Consumer Defensive
46K
+ 391.91%
$60.81 - $72.32 $2.8M - $3.33M
57.8K $4.14B
V
Visa Inc.

Financial Services
5.39K
+ 30.24%
$306.92 - $362.71 $1.65M - $1.96M
23.2K $8.14B
ORCC
Owl Rock Capital Corp

Financial Services
166K
+ 930.76%
N/A
184K $2.69B
EPD
Enterprise Products Partners L.P.

Energy
68.6K
+ 236.76%
$31.75 - $34.14 $2.18M - $2.34M
97.6K $3.33B
EOG
Eog Resources Inc

Energy
17.6K
+ 63.01%
$120.54 - $138.05 $2.12M - $2.43M
45.6K $5.85B
JPM
Jpmorgan Chase & CO

Financial Services
8.84K
+ 21.56%
$225.19 - $279.95 $1.99M - $2.48M
49.9K $12.2B
ZTS
Zoetis Inc.

Healthcare
13.7K
+ 71.71%
$156.48 - $175.67 $2.15M - $2.41M
32.8K $5.41B
XLU
Utilities Sector Spdr

ETFs
20.7K
+ 52.71%
$74.7 - $80.27 $1.55M - $1.66M
60.1K $4.74B
RTX
Raytheon Technologies Corp

Industrials
10.9K
+ 86.63%
$114.1 - $135.66 $1.24M - $1.47M
23.4K $3.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37K
+ 16.25%
$57.21 - $65.8 $2.12M - $2.43M
265K $15.4B
CAT
Caterpillar Inc

Industrials
5.65K
+ 27.84%
$326.75 - $407.63 $1.85M - $2.3M
25.9K $8.56B
META
Meta Platforms, Inc.

Communication Services
2.19K
+ 15.19%
$576.36 - $736.67 $1.26M - $1.61M
16.6K $9.58B
IWR
Ishares Russell Mid Cap ETF

ETFs
14.1K
+ 24.39%
$82.81 - $92.93 $1.16M - $1.31M
71.7K $6.1B
MRK
Merck & Co., Inc.

Healthcare
11.5K
+ 39.46%
$83.01 - $101.02 $951K - $1.16M
40.5K $3.63B
AFL
Aflac Inc

Financial Services
2.56K
+ 4.41%
$100.99 - $111.19 $259K - $285K
60.6K $6.74B
Lam Research Corp
9.25K
+ 12.66%
N/A
82.3K $5.99B
AMAT
Applied Materials Inc

Technology
6.49K
+ 25.89%
$145.06 - $195.51 $941K - $1.27M
31.6K $4.58B
SYK
Stryker Corp

Healthcare
746
+ 4.5%
$355.18 - $399.9 $265K - $298K
17.3K $6.44B
CVX
Chevron Corp

Energy
439
+ 3.23%
$146.71 - $167.97 $64.4K - $73.7K
14K $2.35B
LEN
Lennar Corp

Consumer Cyclical
8.36K
+ 24.81%
$113.93 - $141.54 $952K - $1.18M
42K $4.83B
VEU
Vanguard Ftse All World Ex Us

ETFs
105
+ 0.21%
$56.51 - $62.98 $5.93K - $6.61K
49.9K $3.03B
INTC
Intel Corp

Technology
3.93K
+ 29.64%
$19.1 - $27.39 $75K - $108K
17.2K $390M
VOD
Vodafone Group Public LTD CO

Communication Services
3.72K
+ 10.28%
$8.05 - $9.86 $30K - $36.7K
39.9K $374M
BAC
Bank Of America Corp

Financial Services
2.06K
+ 14.59%
$39.61 - $47.74 $81.6K - $98.3K
16.2K $675M
WMT
Walmart Inc.

Consumer Defensive
417
+ 3.25%
$84.5 - $105.05 $35.2K - $43.8K
13.3K $1.16B
Liberty Global LTD
2.41K
+ 10.81%
N/A
24.7K $284M
PH
Parker Hannifin Corp

Industrials
419
+ 4.09%
$591.65 - $707.05 $248K - $296K
10.7K $6.48B
GM
General Motors CO

Consumer Cyclical
300
+ 2.63%
$45.22 - $54.92 $13.6K - $16.5K
11.7K $550M
APH
Amphenol Corp

Technology
3.6K
+ 3.94%
$61.62 - $78.55 $222K - $283K
94.9K $6.23B
OWL
Blue Owl Capital Inc.

Financial Services
328
+ 0.03%
$18.49 - $26.68 $6.06K - $8.75K
1.1M $22.1B
Activity Summary
Buys All Purchases 94 New Holdings 52 Increased Positions 42 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email