Turtle Creek Wealth Advisors, LLC Portfolio Holdings

Turtle Creek Wealth Advisors, LLC

  • $670 Billion
  • Q1 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$22.8 Billion 3.41% of portfolio
102,818
Q1 2025 Added 39.29%
$3.25T
$21.7 Billion 3.23% of portfolio
57,674
Q1 2025 Added 60.23%
$284B
$17.5 Billion 2.61% of portfolio
161,411
Q1 2025 Added 103.3%
$741B
$12.2 Billion 1.83% of portfolio
49,863
Q1 2025 Added 21.56%
$376B
$11.3 Billion 1.68% of portfolio
66,069
Q1 2025 Added 88.26%
$232B
$11.1 Billion 1.66% of portfolio
35,529
Q1 2025 Added 90.74%
$1.9T
$10.4 Billion 1.55% of portfolio
54,488
Q1 2025 Added 80.46%
$781B
$9.91 Billion 1.48% of portfolio
11,996
Q1 2025 New
$1.25T
$9.58 Billion 1.43% of portfolio
16,613
Q1 2025 Added 15.19%
$449B
$9.22 Billion 1.38% of portfolio
9,753
Q1 2025 New
$957B
$8.52 Billion 1.27% of portfolio
55,118
Q1 2025 Added 124.83%
$430B
$8.18 Billion 1.22% of portfolio
68,760
Q1 2025 New
$570B
$8.14 Billion 1.21% of portfolio
23,219
Q1 2025 Added 30.24%
$370B
$7.97 Billion 1.19% of portfolio
21,749
Q1 2025 New
$535B
$5.05 Billion 0.75% of portfolio
9,207
Q1 2025 New
$379B
$4.97 Billion 0.74% of portfolio
9,491
Q1 2025 New
$310B
$4.14 Billion 0.62% of portfolio
57,770
Q1 2025 Added 391.91%
$210B
$3.63 Billion 0.54% of portfolio
40,478
Q1 2025 Added 39.46%
$223B
$3.22 Billion 0.48% of portfolio
43,787
Q1 2025 New
$694B
$2.71 Billion 0.4% of portfolio
5,090
Q1 2025 New
$268B
$2.56 Billion 0.38% of portfolio
16,098
Q1 2025 New
$265B
$2.35 Billion 0.35% of portfolio
14,029
Q1 2025 Added 3.23%
$232B
$2.16 Billion 0.32% of portfolio
16,273
Q1 2025 New
$270B
$1.16 Billion 0.17% of portfolio
13,263
Q1 2025 Added 3.25%
$330B
$675 Million 0.1% of portfolio
16,169
Q1 2025 Added 14.59%
$244B
$634 Million 0.09% of portfolio
10,269
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $670 Billion
  • Prior Value $433 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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