Turtle Creek Wealth Advisors, LLC New Holdings in Q2 2025

Turtle Creek Wealth Advisors, LLC

  • $847 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
UBER
Uber Technologies, Inc

Technology
6.19K
New
$64.62 - $93.3 $400K - $578K
6.19K $578M
TRP
Tc Energy Corp

Energy
11.2K
New
$44.48 - $51.4 $498K - $576K
11.2K $547M
SNPS
Synopsys Inc

Technology
1.05K
New
$380.9 - $517.66 $401K - $546K
1.05K $540M
MGV
Vanguard Mega Cap Value

ETFs
4.07K
New
$114.87 - $131.25 $468K - $535K
4.07K $535M
VO
Vanguard Mid Cap ETF

ETFs
1.91K
New
$228.54 - $279.83 $436K - $533K
1.91K $533M
ACN
Accenture PLC

Technology
1.74K
New
$279.23 - $323.21 $486K - $562K
1.74K $520M
OEF
Ishares S&P 100 ETF

ETFs
1.68K
New
N/A
1.68K $512M
GILD
Gilead Sciences, Inc.

Healthcare
4.49K
New
$96.91 - $113.0 $435K - $507K
4.49K $498M
COF
Capital One Financial Corp

Financial Services
2.29K
New
$150.57 - $212.76 $344K - $486K
2.29K $486M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.19K
New
$390.26 - $489.06 $463K - $581K
1.19K $481M
SCHW
Schwab Charles Corp

Financial Services
5.26K
New
$69.06 - $91.24 $363K - $480K
5.26K $480M
FDX
Fedex Corp

Industrials
2.11K
New
$198.07 - $245.17 $417K - $516K
2.11K $479M
CEG
Constellation Energy Corp

Utilities
1.47K
New
$170.96 - $322.76 $250K - $473K
1.47K $473M
QCOM
Qualcomm Inc

Technology
2.94K
New
$124.66 - $159.48 $367K - $469K
2.94K $469M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.88K
New
$146.74 - $176.07 $423K - $507K
2.88K $467M
VUG
Vanguard Growth ETF

ETFs
1.05K
New
$329.49 - $438.4 $347K - $462K
1.05K $462M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.09K
New
$212.1 - $244.27 $443K - $510K
2.09K $457M
ENB
Enbridge Inc

Energy
9.84K
New
$41.09 - $47.16 $404K - $464K
9.84K $446M
BKNG
Booking Holdings Inc.

Consumer Cyclical
77
New
$4164.15 - $5789.24 $321K - $446K
77 $446M
BSX
Boston Scientific Corp

Healthcare
4.07K
New
$89.7 - $107.41 $365K - $437K
4.07K $437M
CB
Chubb LTD

Financial Services
1.46K
New
$274.32 - $302.46 $399K - $440K
1.46K $422M
ARW
Arrow Electronics Inc

Technology
3.24K
New
$90.32 - $128.28 $293K - $416K
3.24K $413M
THO
Thor Industries Inc

Consumer Cyclical
4.59K
New
$64.83 - $89.72 $297K - $412K
4.59K $407M
GLD
Spdr Gold Trust

ETFs
1.32K
New
$273.71 - $316.29 $360K - $417K
1.32K $401M
PFE
Pfizer Inc

Healthcare
16.5K
New
$21.59 - $24.84 $355K - $409K
16.5K $399M
DGRO
Ishares Core Dividend Growth E

ETFs
6.2K
New
$55.22 - $63.94 $342K - $396K
6.2K $396M
ADI
Analog Devices Inc

Technology
1.62K
New
$164.6 - $238.02 $266K - $385K
1.62K $385M
NOC
Northrop Grumman Corp

Industrials
748
New
$456.3 - $540.39 $341K - $404K
748 $374M
MGA
Magna International Inc

Consumer Cyclical
9.53K
New
$30.82 - $38.61 $294K - $368K
9.53K $368M
Ge Vernova Inc
693
New
N/A
693 $367M
MCK
Mckesson Corp

Healthcare
499
New
$652.83 - $732.78 $326K - $366K
499 $366M
CCI
Crown Castle International Corp

Real Estate
3.43K
New
$94.83 - $107.06 $325K - $367K
3.43K $352M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
777
New
$421.16 - $509.5 $327K - $396K
777 $346M
CTAS
Cintas Corp

Industrials
1.55K
New
$190.11 - $227.66 $295K - $353K
1.55K $346M
PANW
Palo Alto Networks Inc

Technology
1.69K
New
$152.44 - $204.64 $257K - $345K
1.69K $345M
L
Loews Corp

Financial Services
3.76K
New
$80.89 - $92.09 $304K - $346K
3.76K $345M
Landbridge Company LLC
5K
New
N/A
5K $338M
CL
Colgate Palmolive CO

Consumer Defensive
3.7K
New
$87.57 - $96.0 $324K - $356K
3.7K $337M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.84K
New
$152.93 - $181.74 $282K - $335K
1.84K $335M
Arista Networks Inc
3.25K
New
N/A
3.25K $333M
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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