Turtle Creek Wealth Advisors, LLC Incresed Positions in Q3 2025

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
1.34K
+ 55.01%
$234.77 - $292.47 $314K - $392K
3.77K $1.06B
Ge Vernova Inc
449
+ 64.79%
N/A
1.14K $702M
BA
Boeing CO

Industrials
1.29K
+ 15.83%
$209.79 - $237.38 $270K - $306K
9.43K $2.03B
ACN
Accenture PLC

Technology
1.7K
+ 97.93%
$232.56 - $304.78 $396K - $519K
3.44K $849M
QQQ
Invesco Qqq Trust, Series 1

ETFs
498
+ 93.96%
$546.99 - $602.2 $272K - $300K
1.03K $617M
WELL
Welltower Inc.

Real Estate
1.58K
+ 108.88%
$150.71 - $178.14 $238K - $282K
3.03K $540M
COP
Conocophillips

Energy
2.56K
+ 17.63%
$91.0 - $98.99 $233K - $253K
17.1K $1.61B
GILD
Gilead Sciences, Inc.

Healthcare
2.73K
+ 60.73%
$108.22 - $120.47 $295K - $328K
7.22K $801M
T
At&T Inc.

Communication Services
11.4K
+ 41.02%
$26.94 - $29.62 $308K - $338K
39.3K $1.11B
PFE
Pfizer Inc

Healthcare
10.9K
+ 66.47%
$23.29 - $25.88 $255K - $283K
27.4K $698M
NEE
Nextera Energy Inc

Utilities
3.02K
+ 33.37%
$69.77 - $77.54 $211K - $234K
12.1K $912M
HON
Honeywell International Inc

Industrials
2.11K
+ 28.55%
$207.7 - $240.4 $438K - $507K
9.51K $2B
CB
Chubb LTD

Financial Services
1.03K
+ 70.47%
$265.99 - $289.59 $273K - $297K
2.48K $701M
SCHW
Schwab Charles Corp

Financial Services
2.54K
+ 48.19%
$91.03 - $98.69 $231K - $250K
7.8K $745M
GD
General Dynamics Corp

Industrials
639
+ 76.44%
$293.92 - $341.0 $188K - $218K
1.48K $503M
EFV
Msci Eafe Value ETF

ETFs
3.13K
+ 30.71%
$62.79 - $68.42 $197K - $214K
13.3K $905M
CME
Cme Group Inc.

Financial Services
1.34K
+ 6.84%
$258.83 - $287.1 $347K - $384K
20.9K $5.65B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
997
+ 106.75%
$259.44 - $278.65 $259K - $278K
1.93K $501M
MAR
Marriott International Inc

Consumer Cyclical
1.07K
+ 43.35%
$255.35 - $282.87 $274K - $303K
3.55K $923M
ADP
Automatic Data Processing Inc

Industrials
1.02K
+ 29.55%
$288.69 - $310.94 $293K - $316K
4.45K $1.31B
WMB
Williams Companies, Inc.

Energy
3.17K
+ 4.25%
$56.52 - $64.01 $179K - $203K
77.7K $4.92B
SLB
Schlumberger Limited

Energy
6.6K
+ 62.15%
$32.37 - $37.31 $214K - $246K
17.2K $592M
CDNS
Cadence Design Systems Inc

Technology
547
+ 61.88%
$309.46 - $373.37 $169K - $204K
1.43K $503M
CL
Colgate Palmolive CO

Consumer Defensive
3.37K
+ 91.01%
$79.36 - $93.33 $268K - $315K
7.08K $566M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.31K
+ 62.85%
$196.15 - $217.83 $258K - $286K
3.4K $686M
PM
Philip Morris International Inc.

Consumer Defensive
4.73K
+ 17.2%
$157.77 - $183.27 $746K - $866K
32.2K $5.23B
MCO
Moodys Corp

Financial Services
463
+ 111.3%
$472.69 - $521.32 $219K - $241K
879 $419M
DASH
Door Dash, Inc.

Communication Services
676
+ 78.33%
$234.5 - $272.5 $159K - $184K
1.54K $419M
SPG
Simon Property Group Inc

Real Estate
900
+ 66.57%
$159.93 - $187.67 $144K - $169K
2.25K $423M
OEF
Ishares S&P 100 ETF

ETFs
472
+ 28.05%
N/A
2.16K $717M
SO
Southern CO

Utilities
1.88K
+ 25.77%
$90.83 - $96.0 $171K - $180K
9.17K $869M
PANW
Palo Alto Networks Inc

Technology
983
+ 58.3%
$167.06 - $208.19 $164K - $205K
2.67K $543M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.29K
+ 38.31%
$89.32 - $107.82 $115K - $139K
4.65K $501M
CRWD
Crowd Strike Holdings, Inc.

Technology
470
+ 26.61%
$412.46 - $514.1 $194K - $242K
2.24K $1.1B
VUG
Vanguard Growth ETF

ETFs
316
+ 30.01%
$433.97 - $484.08 $137K - $153K
1.37K $657M
SYK
Stryker Corp

Healthcare
1.82K
+ 9.88%
$368.57 - $403.53 $670K - $734K
20.2K $7.47B
ADBE
Adobe Inc.

Technology
718
+ 36.73%
$333.65 - $392.1 $240K - $282K
2.67K $943M
RSP
Invesco S&P 500 Equal Weight E

ETFs
902
+ 48.97%
$181.56 - $190.33 $164K - $172K
2.74K $521M
SNPS
Synopsys Inc

Technology
417
+ 39.56%
$387.78 - $645.35 $162K - $269K
1.47K $726M
BSX
Boston Scientific Corp

Healthcare
2.29K
+ 56.14%
$97.03 - $108.14 $222K - $247K
6.36K $620M
TMUS
T Mobile Us, Inc.

Communication Services
753
+ 65.94%
$226.02 - $259.01 $170K - $195K
1.9K $454M
MDT
Medtronic PLC

Healthcare
1.51K
+ 44.68%
$87.67 - $95.74 $132K - $144K
4.89K $465M
GM
General Motors CO

Consumer Cyclical
232
+ 1.8%
$48.89 - $61.24 $11.3K - $14.2K
13.1K $801M
CEG
Constellation Energy Corp

Utilities
465
+ 31.74%
$298.82 - $354.89 $139K - $165K
1.93K $635M
MCK
Mckesson Corp

Healthcare
182
+ 36.47%
$659.01 - $772.54 $120K - $141K
681 $526M
SHW
Sherwin Williams CO

Basic Materials
444
+ 22.47%
$330.88 - $375.23 $147K - $167K
2.42K $838M
BK
Bank Of New York Mellon Corp

Financial Services
981
+ 34.15%
$90.65 - $109.75 $88.9K - $108K
3.85K $420M
HCA
Hca Healthcare, Inc.

Healthcare
306
+ 52.94%
$334.32 - $426.2 $102K - $130K
884 $377M
TXN
Texas Instruments Inc

Technology
5.16K
+ 15.54%
N/A
38.4K $7.05B
Activity Summary
Buys All Purchases 295 New Holdings 102 Increased Positions 193 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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