Turtle Creek Wealth Advisors, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $408 Billion distributed in 189 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 $47.2B, Ishares Tr with a value of $22.6B, Technology Sector Spdr with a value of $12.9B, Blue Owl Capital Inc. with a value of $12.6B, and Microsoft Corp with a value of $11.2B.
Examining the 13F form we can see an increase of $68B in the current position value, from $340B to 408B.
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.