Turtle Creek Wealth Advisors, LLC New Holdings in Q3 2025

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
56.2K
New
$108.46 - $120.63 $6.1M - $6.78M
56.2K $6.68B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.02K
New
$393.18 - $439.39 $1.19M - $1.33M
3.02K $1.32B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.1K
New
$84.28 - $89.46 $853K - $906K
10.1K $901M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.82K
New
$136.48 - $142.97 $794K - $832K
5.82K $815M
NEM
Newmont Corp

Basic Materials
9.15K
New
$57.35 - $85.25 $525K - $780K
9.15K $772M
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.75K
New
$187.97 - $199.47 $705K - $748K
3.75K $748M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.3K
New
$39.8 - $42.86 $647K - $697K
16.3K $696M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.55K
New
$182.33 - $194.5 $647K - $690K
3.55K $690M
MET
Metlife Inc

Financial Services
8.27K
New
$73.82 - $82.37 $610K - $681K
8.27K $681M
VT
Vanguard Total World Stk Index

ETFs
4.77K
New
$128.41 - $138.03 $612K - $658K
4.77K $657M
GIS
General Mills Inc

Consumer Defensive
9.58K
New
$48.44 - $53.83 $464K - $515K
9.58K $483M
CVS
Cvs Health Corp

Healthcare
6.28K
New
$58.75 - $76.5 $369K - $481K
6.28K $474M
TROW
Price T Rowe Group Inc

Financial Services
4.49K
New
$98.67 - $111.52 $443K - $501K
4.49K $461M
DIV
Global X Superdividend Us ETF

ETFs
25.4K
New
N/A
25.4K $449M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.79K
New
$85.84 - $99.09 $411K - $474K
4.79K $419M
WEC
Wec Energy Group, Inc.

Utilities
3.63K
New
$103.66 - $114.59 $376K - $416K
3.63K $416M
AZO
Autozone Inc

Consumer Cyclical
96
New
$3649.42 - $4354.54 $350K - $418K
96 $412M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.45K
New
$49.43 - $54.52 $368K - $406K
7.45K $403M
XLU
Utilities Sector Spdr

ETFs
4.56K
New
$81.14 - $87.32 $370K - $398K
4.56K $398M
KKR
Kkr & Co. Inc.

Financial Services
3.05K
New
$129.95 - $152.16 $396K - $464K
3.05K $396M
USB
Us Bancorp \De\

Financial Services
8.06K
New
$43.94 - $50.41 $354K - $406K
8.06K $390M
FISV
Fiserv Inc

Technology
2.91K
New
N/A
2.91K $375M
HAL
Halliburton CO

Energy
14.7K
New
$20.5 - $25.11 $302K - $370K
14.7K $362M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.07K
New
$54.35 - $59.32 $330K - $360K
6.07K $359M
EA
Electronic Arts Inc.

Communication Services
1.77K
New
$147.79 - $202.05 $262K - $358K
1.77K $357M
ATO
Atmos Energy Corp

Utilities
2.01K
New
$151.51 - $170.75 $304K - $343K
2.01K $343M
IQV
Iqvia Holdings Inc.

Healthcare
1.79K
New
$157.68 - $200.82 $283K - $360K
1.79K $341M
HWM
Howmet Aerospace Inc.

Industrials
1.66K
New
$171.0 - $196.23 $284K - $326K
1.66K $326M
FAST
Fastenal CO

Industrials
6.57K
New
$42.47 - $50.39 $279K - $331K
6.57K $322M
CMI
Cummins Inc

Industrials
760
New
$327.85 - $426.39 $249K - $324K
760 $321M
IYW
Ishares Dj Us Tech ETF

ETFs
1.63K
New
$171.38 - $197.01 $279K - $320K
1.63K $318M
AON
Aon PLC

Financial Services
891
New
$350.91 - $375.27 $313K - $334K
891 $318M
MPC
Marathon Petroleum Corp

Energy
1.64K
New
$158.59 - $198.69 $260K - $326K
1.64K $316M
MPWR
Monolithic Power Systems Inc

Technology
341
New
$711.24 - $922.81 $243K - $315K
341 $314M
XLE
Energy Sector Spdr

ETFs
3.4K
New
$84.25 - $91.99 $287K - $313K
3.4K $304M
O
Realty Income Corp

Real Estate
4.98K
New
$56.13 - $60.79 $280K - $303K
4.98K $303M
AEE
Ameren Corp

Utilities
2.87K
New
$95.0 - $104.38 $273K - $300K
2.87K $300M
DHI
Horton D R Inc

Consumer Cyclical
1.74K
New
$129.82 - $184.04 $226K - $321K
1.74K $295M
TTWO
Take Two Interactive Software Inc

Communication Services
1.13K
New
$217.37 - $259.96 $245K - $293K
1.13K $291M
TRV
Travelers Companies, Inc.

Financial Services
1.04K
New
$250.62 - $279.43 $260K - $290K
1.04K $290M
IWM
Ishares Russell 2000 ETF

ETFs
1.19K
New
$214.92 - $244.84 $256K - $292K
1.19K $288M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.29K
New
$65.64 - $78.22 $282K - $336K
4.29K $288M
RMD
Resmed Inc

Healthcare
1.04K
New
$252.01 - $293.73 $263K - $306K
1.04K $285M
IRM
Iron Mountain Inc

Real Estate
2.77K
New
$89.46 - $104.46 $248K - $289K
2.77K $282M
IDXX
Idexx Laboratories Inc

Healthcare
442
New
$514.61 - $682.78 $227K - $302K
442 $282M
ELV
Elevance Health, Inc.

Healthcare
858
New
$274.66 - $395.76 $236K - $340K
858 $277M
ECL
Ecolab Inc.

Basic Materials
992
New
$259.39 - $285.47 $257K - $283K
992 $272M
MSI
Motorola Solutions, Inc.

Technology
590
New
$408.73 - $490.3 $241K - $289K
590 $270M
MMM
3 M CO

Industrials
1.71K
New
$144.41 - $160.2 $247K - $274K
1.71K $266M
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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