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
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.63K
New
$360.07 - $417.26 $2.39M - $2.77M
6.63K $2.39B
PLD
Prologis, Inc.

Real Estate
21.3K
New
$103.59 - $124.04 $2.21M - $2.64M
21.3K $2.38B
ZTS
Zoetis Inc.

Healthcare
13.7K
+ 71.71%
$156.48 - $175.67 $2.15M - $2.41M
32.8K $5.41B
ABT
Abbott Laboratories

Healthcare
16.3K
New
$111.1 - $140.22 $1.81M - $2.28M
16.3K $2.16B
ISRG
Intuitive Surgical Inc

Healthcare
4.12K
New
$476.63 - $610.45 $1.96M - $2.51M
4.12K $2.04B
BX
Blackstone Inc.

Financial Services
14K
New
$136.53 - $186.74 $1.91M - $2.61M
14K $1.95B
XLU
Utilities Sector Spdr

ETFs
20.7K
+ 52.71%
$74.7 - $80.27 $1.55M - $1.66M
60.1K $4.74B
RTX
Raytheon Technologies Corp

Industrials
10.9K
+ 86.63%
$114.1 - $135.66 $1.24M - $1.47M
23.4K $3.1B
COP
Conocophillips

Energy
13.7K
New
$88.6 - $105.85 $1.22M - $1.45M
13.7K $1.44B
OKE
Oneok Inc

Energy
13.1K
New
$89.57 - $109.85 $1.18M - $1.44M
13.1K $1.3B
CAT
Caterpillar Inc

Industrials
5.65K
+ 27.84%
$326.75 - $407.63 $1.85M - $2.3M
25.9K $8.56B
META
Meta Platforms, Inc.

Communication Services
2.19K
+ 15.19%
$576.36 - $736.67 $1.26M - $1.61M
16.6K $9.58B
IWR
Ishares Russell Mid Cap ETF

ETFs
14.1K
+ 24.39%
$82.81 - $92.93 $1.16M - $1.31M
71.7K $6.1B
NKE
Nike, Inc.

Consumer Cyclical
15K
New
$63.29 - $81.72 $951K - $1.23M
15K $954M
MAS
Masco Corp

Industrials
13.2K
New
$68.67 - $81.85 $908K - $1.08M
13.2K $919M
MRK
Merck & Co., Inc.

Healthcare
11.5K
+ 39.46%
$83.01 - $101.02 $951K - $1.16M
40.5K $3.63B
AFL
Aflac Inc

Financial Services
2.56K
+ 4.41%
$100.99 - $111.19 $259K - $285K
60.6K $6.74B
NVO
Novo Nordisk A S

Healthcare
10.5K
New
$69.3 - $90.95 $730K - $958K
10.5K $731M
Lam Research Corp
9.25K
+ 12.66%
N/A
82.3K $5.99B
PAA
Plains All American Pipeline LP

Energy
33.3K
New
$17.32 - $20.96 $577K - $699K
33.3K $667M
MPLX
Mplx LP

Energy
11.8K
New
$47.88 - $54.65 $567K - $648K
11.8K $634M
CSCO
Cisco Systems, Inc.

Technology
10.3K
New
$58.74 - $64.87 $603K - $666K
10.3K $634M
VZ
Verizon Communications Inc

Communication Services
11.7K
New
$37.81 - $46.49 $444K - $546K
11.7K $533M
AMAT
Applied Materials Inc

Technology
6.49K
+ 25.89%
$145.06 - $195.51 $941K - $1.27M
31.6K $4.58B
SYK
Stryker Corp

Healthcare
746
+ 4.5%
$355.18 - $399.9 $265K - $298K
17.3K $6.44B
HESM
Hess Midstream LP

Energy
11.2K
New
$37.59 - $43.88 $419K - $489K
11.2K $472M
SLB
Schlumberger Limited

Energy
10.1K
New
$38.4 - $43.74 $388K - $442K
10.1K $422M
CVX
Chevron Corp

Energy
439
+ 3.23%
$146.71 - $167.97 $64.4K - $73.7K
14K $2.35B
LEN
Lennar Corp

Consumer Cyclical
8.36K
+ 24.81%
$113.93 - $141.54 $952K - $1.18M
42K $4.83B
Healthcare Rlty Tr
11.6K
New
N/A
11.6K $196M
Flagstar Financial Inc
16.8K
New
N/A
16.8K $195M
VEU
Vanguard Ftse All World Ex Us

ETFs
105
+ 0.21%
$56.51 - $62.98 $5.93K - $6.61K
49.9K $3.03B
KRP
Kimbell Royalty Partners, LP

Energy
11K
New
$13.35 - $16.45 $147K - $181K
11K $154M
INTC
Intel Corp

Technology
3.93K
+ 29.64%
$19.1 - $27.39 $75K - $108K
17.2K $390M
EPSN
Epsilon Energy Ltd.

Energy
15.2K
New
$6.0 - $7.25 $91.2K - $110K
15.2K $107M
VOD
Vodafone Group Public LTD CO

Communication Services
3.72K
+ 10.28%
$8.05 - $9.86 $30K - $36.7K
39.9K $374M
BAC
Bank Of America Corp

Financial Services
2.06K
+ 14.59%
$39.61 - $47.74 $81.6K - $98.3K
16.2K $675M
WMT
Walmart Inc.

Consumer Defensive
417
+ 3.25%
$84.5 - $105.05 $35.2K - $43.8K
13.3K $1.16B
Liberty Global LTD
2.41K
+ 10.81%
N/A
24.7K $284M
PH
Parker Hannifin Corp

Industrials
419
+ 4.09%
$591.65 - $707.05 $248K - $296K
10.7K $6.48B
GM
General Motors CO

Consumer Cyclical
300
+ 2.63%
$45.22 - $54.92 $13.6K - $16.5K
11.7K $550M
APH
Amphenol Corp

Technology
3.6K
+ 3.94%
$61.62 - $78.55 $222K - $283K
94.9K $6.23B
OWL
Blue Owl Capital Inc.

Financial Services
328
+ 0.03%
$18.49 - $26.68 $6.06K - $8.75K
1.1M $22.1B
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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