Turtle Creek Wealth Advisors, LLC Purchases in Q1 2025

Turtle Creek Wealth Advisors, LLC

  • $670 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
115K
+ 37.84%
$69.57 - $78.65 $8M - $9.05M
419K $31.7B
PAGP
Plains Gp Holdings LP

Energy
483K
New
$18.52 - $22.13 $8.95M - $10.7M
483K $10.3B
XLF
Financial Sector Spdr

ETFs
197K
+ 55.12%
$47.32 - $52.19 $9.3M - $10.3M
553K $27.6B
Blackrock Inc
10.7K
New
N/A
10.7K $10.1B
LLY
Eli Lilly & CO

Healthcare
12K
New
$725.72 - $929.72 $8.71M - $11.2M
12K $9.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25.2K
+ 19.61%
$507.05 - $563.67 $12.8M - $14.2M
154K $79B
COST
Costco Wholesale Corp

Consumer Defensive
9.75K
New
$890.62 - $1076.86 $8.69M - $10.5M
9.75K $9.22B
ET
Energy Transfer LP

Energy
493K
+ 328.71%
$17.26 - $21.08 $8.5M - $10.4M
642K $11.9B
XOM
Exxon Mobil Corp

Energy
68.8K
New
$105.44 - $118.93 $7.25M - $8.18M
68.8K $8.18B
HD
Home Depot, Inc.

Consumer Cyclical
21.7K
New
$347.25 - $424.87 $7.55M - $9.24M
21.7K $7.97B
TXN
Texas Instruments Inc

Technology
40.8K
New
N/A
40.8K $7.33B
INTU
Intuit Inc

Technology
11.5K
New
$555.63 - $630.23 $6.41M - $7.27M
11.5K $7.08B
NVDA
Nvidia Corp

Technology
82K
+ 103.3%
$106.98 - $149.43 $8.77M - $12.3M
161K $17.5B
KLAC
Kla Corp

Technology
9.97K
New
$636.62 - $777.63 $6.35M - $7.75M
9.97K $6.78B
MSFT
Microsoft Corp

Technology
21.7K
+ 60.23%
$375.39 - $447.2 $8.14M - $9.69M
57.7K $21.7B
ETR
Entergy Corp

Utilities
73.2K
New
$75.26 - $87.89 $5.51M - $6.43M
73.2K $6.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
New
$551.42 - $612.93 $5.8M - $6.45M
10.5K $5.88B
MCD
Mcdonalds Corp

Consumer Cyclical
16.9K
+ 90.74%
$279.74 - $321.29 $4.73M - $5.43M
35.5K $11.1B
CI
Cigna Corp

Healthcare
16.9K
New
$274.49 - $329.0 $4.64M - $5.56M
16.9K $5.56B
PG
Procter & Gamble CO

Consumer Defensive
31K
+ 88.26%
$158.56 - $176.26 $4.91M - $5.46M
66.1K $11.3B
GRMN
Garmin LTD

Technology
24.6K
New
$204.55 - $241.93 $5.03M - $5.95M
24.6K $5.34B
CME
Cme Group Inc.

Financial Services
19.1K
New
$225.82 - $266.54 $4.31M - $5.08M
19.1K $5.06B
MA
Mastercard Inc

Financial Services
9.21K
New
$504.67 - $576.31 $4.65M - $5.31M
9.21K $5.05B
UNH
Unitedhealth Group Inc

Healthcare
9.49K
New
$461.52 - $548.18 $4.38M - $5.2M
9.49K $4.97B
AAPL
Apple Inc.

Technology
29K
+ 39.29%
$209.68 - $247.1 $6.08M - $7.17M
103K $22.8B
WMB
Williams Companies, Inc.

Energy
72.3K
New
$54.02 - $61.09 $3.91M - $4.42M
72.3K $4.32B
MLM
Martin Marietta Materials Inc

Basic Materials
9.01K
New
$460.39 - $552.64 $4.15M - $4.98M
9.01K $4.31B
GOOG
Alphabet Inc.

Communication Services
27.5K
New
$156.06 - $207.71 $4.3M - $5.72M
27.5K $4.3B
TJX
Tjx Companies Inc

Consumer Cyclical
34.4K
+ 129.66%
$112.81 - $126.16 $3.88M - $4.34M
60.9K $7.42B
TT
Trane Technologies PLC

Industrials
12.2K
New
$332.0 - $400.86 $4.06M - $4.9M
12.2K $4.12B
GOOGL
Alphabet Inc.

Communication Services
30.6K
+ 124.83%
$154.33 - $206.19 $4.72M - $6.31M
55.1K $8.52B
PEP
Pepsico Inc

Consumer Defensive
25.5K
New
$142.64 - $156.42 $3.63M - $3.98M
25.5K $3.82B
AMZN
Amazon Com Inc

Consumer Cyclical
24.3K
+ 80.46%
$190.26 - $242.06 $4.62M - $5.88M
54.5K $10.4B
KMI
Kinder Morgan, Inc.

Energy
121K
New
$26.1 - $31.22 $3.16M - $3.79M
121K $3.46B
DUK
Duke Energy Corp

Utilities
28.1K
New
$105.87 - $121.97 $2.97M - $3.42M
28.1K $3.42B
KO
Coca Cola CO

Consumer Defensive
46K
+ 391.91%
$60.81 - $72.32 $2.8M - $3.33M
57.8K $4.14B
UNP
Union Pacific Corp

Industrials
14.3K
New
$225.21 - $254.42 $3.22M - $3.63M
14.3K $3.37B
AZN
Astrazeneca PLC

Healthcare
43.8K
New
$65.37 - $77.96 $2.86M - $3.41M
43.8K $3.22B
AMT
American Tower Corp

Real Estate
14.6K
New
$173.46 - $217.6 $2.54M - $3.18M
14.6K $3.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.09K
New
$442.66 - $534.52 $2.25M - $2.72M
5.09K $2.71B
APD
Air Products & Chemicals, Inc.

Basic Materials
9.05K
New
$283.24 - $338.07 $2.56M - $3.06M
9.05K $2.67B
PM
Philip Morris International Inc.

Consumer Defensive
16.1K
New
$117.15 - $158.79 $1.89M - $2.56M
16.1K $2.56B
V
Visa Inc.

Financial Services
5.39K
+ 30.24%
$306.92 - $362.71 $1.65M - $1.96M
23.2K $8.14B
IVV
Ishares Core S&P 500 ETF

ETFs
4.38K
New
$554.06 - $615.85 $2.42M - $2.69M
4.38K $2.46B
SBUX
Starbucks Corp

Consumer Cyclical
24.7K
New
$91.75 - $115.81 $2.27M - $2.86M
24.7K $2.43B
ORCC
Owl Rock Capital Corp

Financial Services
166K
+ 930.76%
N/A
184K $2.69B
EPD
Enterprise Products Partners L.P.

Energy
68.6K
+ 236.76%
$31.75 - $34.14 $2.18M - $2.34M
97.6K $3.33B
EOG
Eog Resources Inc

Energy
17.6K
+ 63.01%
$120.54 - $138.05 $2.12M - $2.43M
45.6K $5.85B
JPM
Jpmorgan Chase & CO

Financial Services
8.84K
+ 21.56%
$225.19 - $279.95 $1.99M - $2.48M
49.9K $12.2B
Activity Summary
Buys All Purchases 94 New Holdings 52 Increased Positions 42 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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