Turtle Creek Wealth Advisors, LLC Purchases in Q2 2025

Turtle Creek Wealth Advisors, LLC

  • $847 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
24.9K
+ 15.44%
$94.31 - $157.99 $2.35M - $3.94M
186K $29.4B
MSFT
Microsoft Corp

Technology
4.32K
+ 7.49%
$354.56 - $497.45 $1.53M - $2.15M
62K $30.8B
META
Meta Platforms, Inc.

Communication Services
5.57K
+ 33.54%
$484.66 - $738.09 $2.7M - $4.11M
22.2K $16.4B
XLK
Technology Sector Spdr

ETFs
24.8K
New
$179.73 - $253.23 $4.45M - $6.27M
24.8K $6.27B
AVGO
Broadcom Inc.

Technology
5.56K
+ 13.41%
$146.29 - $275.65 $813K - $1.53M
47K $13B
IEFA
Ishares Tr

ETFs
24.6K
+ 5.88%
$67.83 - $84.09 $1.67M - $2.07M
444K $37B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.73K
+ 63.99%
$496.48 - $617.85 $3.34M - $4.16M
17.3K $10.7B
APH
Amphenol Corp

Technology
5.3K
+ 5.58%
$59.09 - $98.75 $313K - $523K
100K $9.9B
AMZN
Amazon Com Inc

Consumer Cyclical
9.45K
+ 17.34%
$167.32 - $223.3 $1.58M - $2.11M
63.9K $14B
JPM
Jpmorgan Chase & CO

Financial Services
3.17K
+ 6.35%
$210.28 - $289.91 $666K - $918K
53K $15.4B
NFLX
Netflix Inc

Communication Services
2.18K
New
$855.86 - $1339.13 $1.87M - $2.92M
2.18K $2.92B
CAT
Caterpillar Inc

Industrials
3.2K
+ 12.31%
$273.94 - $388.21 $875K - $1.24M
29.1K $11.3B
AAPL
Apple Inc.

Technology
21.9K
+ 21.32%
$172.42 - $223.89 $3.78M - $4.91M
125K $25.6B
INTU
Intuit Inc

Technology
900
+ 7.8%
$544.07 - $787.63 $490K - $709K
12.4K $9.8B
ETN
Eaton Corp PLC

Industrials
7.44K
New
$246.52 - $356.99 $1.83M - $2.65M
7.44K $2.65B
Lam Research Corp
5.75K
+ 6.98%
N/A
88.1K $8.57B
GOOGL
Alphabet Inc.

Communication Services
7.89K
+ 14.32%
$144.7 - $178.6 $1.14M - $1.41M
63K $11.1B
Blackrock Inc
1.38K
+ 12.91%
N/A
12.1K $12.7B
KLAC
Kla Corp

Technology
426
+ 4.27%
$576.53 - $902.94 $246K - $385K
10.4K $9.31B
TSLA
Tesla, Inc.

Consumer Cyclical
7.83K
New
$221.86 - $362.89 $1.74M - $2.84M
7.83K $2.49B
PM
Philip Morris International Inc.

Consumer Defensive
11.4K
+ 70.75%
$149.23 - $184.95 $1.7M - $2.11M
27.5K $5.01B
UNH
Unitedhealth Group Inc

Healthcare
13.7K
+ 144.42%
$274.35 - $599.47 $3.76M - $8.22M
23.2K $7.24B
MPLX
Mplx LP

Energy
43.4K
+ 365.94%
$46.68 - $53.89 $2.02M - $2.34M
55.2K $2.84B
AMAT
Applied Materials Inc

Technology
5.49K
+ 17.39%
$126.95 - $183.52 $697K - $1.01M
37.1K $6.78B
VEA
Vanguard Ftse Developed Market

ETFs
27.2K
+ 27.56%
$45.65 - $57.01 $1.24M - $1.55M
126K $7.17B
V
Visa Inc.

Financial Services
5.66K
+ 24.37%
$308.27 - $373.31 $1.74M - $2.11M
28.9K $10.3B
XLY
Select Sector Spdr Consumer Di

ETFs
9.25K
New
$176.34 - $218.59 $1.63M - $2.02M
9.25K $2.01B
TT
Trane Technologies PLC

Industrials
1.57K
+ 12.84%
$315.21 - $437.41 $495K - $687K
13.8K $6.04B
BX
Blackstone Inc.

Financial Services
11.6K
+ 83.14%
$120.07 - $151.11 $1.4M - $1.76M
25.6K $3.83B
LMT
Lockheed Martin Corp

Industrials
4.02K
New
$430.82 - $486.45 $1.73M - $1.95M
4.02K $1.86B
NOW
Service Now, Inc.

Technology
1.75K
New
$721.65 - $1040.18 $1.26M - $1.82M
1.75K $1.8B
IVE
Ishares S&P 500 Value ETF

ETFs
8.97K
New
$168.34 - $195.42 $1.51M - $1.75M
8.97K $1.75B
XLC
Select Sector Spdr Tr Communic

ETFs
16K
New
$86.13 - $108.53 $1.38M - $1.74M
16K $1.74B
HON
Honeywell International Inc

Industrials
7.4K
New
$182.86 - $232.88 $1.35M - $1.72M
7.4K $1.72B
BA
Boeing CO

Industrials
8.14K
New
$136.59 - $217.51 $1.11M - $1.77M
8.14K $1.71B
ABBV
Abb Vie Inc.

Healthcare
9.15K
New
$170.16 - $206.27 $1.56M - $1.89M
9.15K $1.7B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.67K
+ 11.15%
$272.36 - $339.57 $728K - $907K
26.6K $9.05B
DE
Deere & CO

Industrials
3.2K
New
$412.99 - $531.48 $1.32M - $1.7M
3.2K $1.62B
AMGN
Amgen Inc

Healthcare
5.66K
New
$262.28 - $309.85 $1.49M - $1.75M
5.66K $1.58B
SPGI
S&P Global Inc.

Financial Services
2.93K
New
$438.31 - $527.29 $1.28M - $1.54M
2.93K $1.54B
IVV
Ishares Core S&P 500 ETF

ETFs
2.07K
+ 47.28%
$498.8 - $620.9 $1.03M - $1.28M
6.45K $4B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.77K
New
$141.37 - $228.57 $957K - $1.55M
6.77K $1.53B
ASML
Asml Holding Nv

Technology
1.88K
New
$595.37 - $815.24 $1.12M - $1.53M
1.88K $1.5B
EPD
Enterprise Products Partners L.P.

Energy
56.1K
+ 57.5%
$28.95 - $34.22 $1.62M - $1.92M
154K $4.77B
WES
Western Midstream Partners, LP

Energy
36.9K
New
$34.99 - $41.61 $1.29M - $1.53M
36.9K $1.43B
GOOG
Alphabet Inc.

Communication Services
4.18K
+ 15.17%
$146.58 - $180.01 $612K - $752K
31.7K $5.63B
MLM
Martin Marietta Materials Inc

Basic Materials
1.22K
+ 13.5%
$452.51 - $568.19 $551K - $691K
10.2K $5.62B
PH
Parker Hannifin Corp

Industrials
481
+ 4.51%
$517.23 - $700.54 $249K - $337K
11.1K $7.79B
PLTR
Palantir Technologies Inc.

Technology
9.38K
New
$74.01 - $144.25 $694K - $1.35M
9.38K $1.28B
Activity Summary
Buys All Purchases 238 New Holdings 152 Increased Positions 86 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email