Turtle Creek Wealth Advisors, LLC Reduced Holdings in Q3 2025

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18.1K
- 13.32%
$567.77 - $614.76 $10.3M - $11.1M
118K $72.2B
ZTS
Zoetis Inc.

Healthcare
-30K
- 81.79%
$141.13 - $159.19 $4.23M - $4.77M
6.67K $977M
OWL
Blue Owl Capital Inc.

Financial Services
-25.7K
- 2.34%
$16.93 - $20.8 $435K - $535K
1.07M $18.2B
MRK
Merck & Co., Inc.

Healthcare
-32.6K
- 68.15%
$77.6 - $87.37 $2.53M - $2.85M
15.2K $1.28B
UNH
Unitedhealth Group Inc

Healthcare
-8.32K
- 35.88%
$237.77 - $353.61 $1.98M - $2.94M
14.9K $5.14B
XLC
Select Sector Spdr Tr Communic

ETFs
-14K
- 87.43%
$105.99 - $119.41 $1.48M - $1.67M
2.01K $238M
EFG
Msci Eafe Growth ETF

ETFs
-7.38K
- 40.9%
$106.99 - $114.46 $789K - $844K
10.7K $1.21B
ET
Energy Transfer LP

Energy
-182
- 0.03%
$17.11 - $18.16 $3.11K - $3.31K
703K $12.1B
OXY
Occidental Petroleum Corp

Energy
-14.9K
- 61.45%
$42.54 - $48.1 $635K - $718K
9.37K $442M
NKE
Nike, Inc.

Consumer Cyclical
-7.23K
- 37.94%
$69.24 - $79.24 $500K - $573K
11.8K $824M
OKE
Oneok Inc

Energy
-1.5K
- 8.3%
$71.36 - $83.47 $107K - $125K
16.6K $1.21B
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.51K
- 8.89%
$92.26 - $97.51 $508K - $537K
56.4K $5.45B
ARW
Arrow Electronics Inc

Technology
-900
- 27.74%
$114.66 - $133.24 $103K - $120K
2.34K $284M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-206
- 7.15%
$138.59 - $171.12 $28.5K - $35.3K
2.67K $376M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-124
- 15.96%
$366.54 - $479.53 $45.5K - $59.5K
653 $256M
OTIS
Otis Worldwide Corp

Industrials
-19
- 0.18%
$84.93 - $101.07 $1.61K - $1.92K
10.6K $970M
CCI
Crown Castle International Corp

Real Estate
-545
- 15.91%
$92.96 - $113.91 $50.7K - $62.1K
2.88K $278M
DG
Dollar General Corp

Consumer Defensive
-96
- 1.82%
$101.86 - $116.32 $9.78K - $11.2K
5.17K $534M
UPS
United Parcel Service Inc

Industrials
-177
- 6.51%
$82.58 - $105.54 $14.6K - $18.7K
2.54K $212M
Canadian Pacific Kansas City
-308
- 4.17%
N/A
7.08K $527M
IVE
Ishares S&P 500 Value ETF

ETFs
-747
- 8.33%
$194.44 - $206.51 $145K - $154K
8.22K $1.7B
GBIL
Goldman Sachs Access Treasury

ETFs
-392
- 5.7%
$99.82 - $100.23 $39.1K - $39.3K
6.48K $650M
XLF
Financial Sector Spdr

ETFs
-483
- 1.04%
$51.37 - $54.25 $24.8K - $26.2K
46.1K $2.48B
TRP
Tc Energy Corp

Energy
-11
- 0.1%
$46.58 - $54.41 $512 - $599
11.2K $609M
C
Citigroup Inc

Financial Services
-967
- 8.24%
$85.57 - $103.49 $82.7K - $100K
10.8K $1.09B
XLY
Select Sector Spdr Consumer Di

ETFs
-355
- 3.84%
$216.09 - $242.18 $76.7K - $86K
8.9K $2.13B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.94K
- 4.64%
$135.0 - $146.02 $396K - $429K
60.3K $8.79B
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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