Turtle Creek Wealth Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $670 Billion distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $79B, Ishares Tr with a value of $31.7B, Financial Sector Spdr with a value of $27.6B, Apple Inc. with a value of $22.8B, and Blue Owl Capital Inc. with a value of $22.1B.
Examining the 13F form we can see an increase of $237B in the current position value, from $433B to 670B.
Turtle Creek Wealth Advisors, LLC is based out at Dallas, TX
Below you can find more details about Turtle Creek Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$670 Billion
ETFs: $214 Billion
Technology: $107 Billion
Financial Services: $76.7 Billion
Energy: $55.9 Billion
Healthcare: $46.9 Billion
Consumer Cyclical: $45.8 Billion
Consumer Defensive: $32.2 Billion
Industrials: $26.6 Billion
Other: $48.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
