Turtle Creek Wealth Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $499 Billion distributed in 173 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 $54.6B, Ishares Tr with a value of $31.5B, Select Sector Spdr Fund Health with a value of $19B, Apple Inc. with a value of $15.5B, and Microsoft Corp with a value of $13.5B.
Examining the 13F form we can see an increase of $66.9B in the current position value, from $432B to 499B.
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
$499 Billion
ETFs: $200 Billion
Technology: $82.1 Billion
Financial Services: $50 Billion
Healthcare: $34.2 Billion
Consumer Cyclical: $31.8 Billion
Industrials: $24.5 Billion
Communication Services: $20.3 Billion
Consumer Defensive: $20.2 Billion
Other: $27.5 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
