Turtle Creek Wealth Advisors, LLC Reduced Holdings in Q3 2024

Turtle Creek Wealth Advisors, LLC

  • $499 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-83.3K
- 46.98%
$53.64 - $53.64 $4.47M - $4.47M
93.9K $5.39B
GOOGL
Alphabet Inc.

Communication Services
-5
- 0.03%
$148.65 - $191.18 $743 - $956
18.5K $3.07B
BA
Boeing CO

Industrials
-348
- 4.9%
$152.04 - $190.6 $52.9K - $66.3K
6.75K $1.03B
EOG
Eog Resources Inc

Energy
-242
- 0.65%
$117.9 - $132.65 $28.5K - $32.1K
37K $4.55B
ET
Energy Transfer LP

Energy
-5.75K
- 3.67%
$15.43 - $16.44 $88.7K - $94.5K
151K $2.42B
XOM
Exxon Mobil Corp

Energy
-861
- 13.62%
$109.72 - $119.0 $94.5K - $102K
5.46K $640M
C
Citigroup Inc

Financial Services
-1.25K
- 11.81%
$56.11 - $67.61 $70.1K - $84.5K
9.33K $584M
GM
General Motors CO

Consumer Cyclical
-1.11K
- 8.92%
$39.95 - $49.9 $44.1K - $55.1K
11.3K $506M
QCOM
Qualcomm Inc

Technology
-32
- 1.93%
$156.12 - $209.64 $5K - $6.71K
1.62K $276M
F
Ford Motor CO

Consumer Cyclical
-838
- 3.74%
$9.71 - $14.55 $8.14K - $12.2K
21.6K $228M
XLE
Energy Sector Spdr

ETFs
-75
- 2.41%
$84.35 - $93.39 $6.33K - $7K
3.04K $267M
DIS
Walt Disney CO

Communication Services
-92
- 3.73%
$85.6 - $98.61 $7.88K - $9.07K
2.37K $228M
IVW
Ishares S&P 500 Growth ETF

ETFs
-738
- 2.64%
$84.77 - $97.13 $62.6K - $71.7K
27.3K $2.61B
VOE
Vanguard Mid Cap Value Index F

ETFs
-148
- 5.3%
$149.02 - $167.67 $22.1K - $24.8K
2.64K $443M
NKE
Nike, Inc.

Consumer Cyclical
-125
- 3.82%
$71.09 - $89.44 $8.89K - $11.2K
3.15K $278M
IWD
Ishares Russell 1000 Val ETF

ETFs
-477
- 5.03%
$173.36 - $189.8 $82.7K - $90.5K
9K $1.71B
LMT
Lockheed Martin Corp

Industrials
-53
- 5.67%
$460.3 - $584.56 $24.4K - $31K
881 $515M
EFG
Msci Eafe Growth ETF

ETFs
-5
- 0.03%
$96.84 - $108.77 $484 - $544
18K $1.94B
TJX
Tjx Companies Inc

Consumer Cyclical
-434
- 1.64%
$107.93 - $120.23 $46.8K - $52.2K
26K $3.05B
VEA
Vanguard Ftse Developed Market

ETFs
-728
- 1.31%
$47.6 - $53.31 $34.7K - $38.8K
54.8K $2.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 1.08%
$405.19 - $478.57 $17K - $20.1K
3.86K $1.78B
MA
Mastercard Inc

Financial Services
-1
- 0.02%
$429.6 - $500.99 $430 - $501
6.33K $3.13B
IWR
Ishares Russell Mid Cap ETF

ETFs
-60
- 0.1%
$79.92 - $88.19 $4.8K - $5.29K
58K $5.11B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-334
- 0.51%
$113.41 - $125.62 $37.9K - $42K
65.1K $8.18B
ODFL
Old Dominion Freight Line, Inc.

Industrials
-256
- 1.03%
$178.41 - $210.18 $45.7K - $53.8K
24.7K $4.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.63K
- 3.39%
$475.2 - $527.7 $1.72M - $1.92M
104K $54.6B
LEN
Lennar Corp

Consumer Cyclical
-95
- 0.24%
$142.5 - $192.45 $13.5K - $18.3K
38.9K $7.29B
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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