Turtle Creek Wealth Advisors, LLC Incresed Positions in Q3 2024

Turtle Creek Wealth Advisors, LLC

  • $499 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
122K
+ 7179.41%
$143.3 - $157.24 $17.4M - $19.1M
123K $19B
XLP
Consumer Staples Sector Spdr

ETFs
115K
+ 9223.98%
$76.04 - $76.04 $8.77M - $8.77M
117K $9.68B
IEFA
Ishares Tr

ETFs
53.7K
+ 15.32%
$70.09 - $78.74 $3.76M - $4.23M
404K $31.5B
XLU
Utilities Sector Spdr

ETFs
50.9K
+ 4925.65%
$67.67 - $80.78 $3.44M - $4.11M
51.9K $4.19B
AAPL
Apple Inc.

Technology
2.91K
+ 4.57%
$207.23 - $234.82 $603K - $683K
66.6K $15.5B
PH
Parker Hannifin Corp

Industrials
183
+ 1.83%
$501.01 - $635.92 $91.7K - $116K
10.2K $6.45B
AFL
Aflac Inc

Financial Services
789
+ 1.38%
$88.52 - $111.8 $69.8K - $88.2K
57.8K $6.46B
CAT
Caterpillar Inc

Industrials
291
+ 1.47%
$316.8 - $391.12 $92.2K - $114K
20.1K $7.87B
BLK
Black Rock Inc.

Financial Services
234
+ 3.66%
$782.27 - $949.51 $183K - $222K
6.63K $6.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.9K
+ 2.89%
$57.32 - $62.65 $338K - $370K
210K $13.1B
META
Meta Platforms, Inc.

Communication Services
249
+ 1.89%
$453.41 - $572.44 $113K - $143K
13.4K $7.69B
LOW
Lowes Companies Inc

Consumer Cyclical
641
+ 3.74%
$213.3 - $270.78 $137K - $174K
17.8K $4.82B
MCD
Mcdonalds Corp

Consumer Cyclical
478
+ 2.77%
$245.82 - $304.51 $118K - $146K
17.7K $5.4B
ZTS
Zoetis Inc.

Healthcare
664
+ 2.22%
$172.58 - $196.48 $115K - $130K
30.5K $5.96B
AVGO
Broadcom Inc.

Technology
43.9K
+ 924.06%
$136.27 - $1745.86 $5.98M - $76.6M
48.6K $8.39B
NVDA
Nvidia Corp

Technology
6.06K
+ 9.18%
$98.91 - $134.91 $599K - $818K
72.1K $8.75B
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 2.92%
$194.9 - $224.8 $223K - $258K
40.5K $8.53B
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.21%
$333.64 - $405.2 $6.01K - $7.29K
8.54K $3.46B
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 4.15%
$160.76 - $177.82 $213K - $236K
33.2K $5.76B
SYK
Stryker Corp

Healthcare
333
+ 2.09%
$315.94 - $371.96 $105K - $124K
16.3K $5.89B
COST
Costco Wholesale Corp

Consumer Defensive
130
+ 1.47%
$801.83 - $917.05 $104K - $119K
8.95K $7.93B
CI
Cigna Corp

Healthcare
510
+ 3.46%
$319.12 - $367.1 $163K - $187K
15.3K $5.29B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.23K
+ 6.86%
$56.47 - $63.69 $182K - $206K
50.3K $3.17B
V
Visa Inc.

Financial Services
700
+ 4.32%
$253.74 - $291.56 $178K - $204K
16.9K $4.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
206
+ 2.33%
$517.38 - $573.86 $107K - $118K
9.03K $5.18B
TSLA
Tesla, Inc.

Consumer Cyclical
411
+ 11.64%
$191.76 - $263.26 $78.8K - $108K
3.94K $1.03B
CMCSA
Comcast Corp

Communication Services
250
+ 0.22%
$37.33 - $41.78 $9.33K - $10.4K
116K $4.85B
T
At&T Inc.

Communication Services
2.86K
+ 3.39%
$18.21 - $22.28 $52.1K - $63.8K
87.4K $1.92B
IBM
International Business Machines Corp

Technology
1.08K
+ 86.41%
$175.1 - $223.38 $189K - $241K
2.33K $516M
UNH
Unitedhealth Group Inc

Healthcare
258
+ 13.72%
$488.01 - $604.18 $126K - $156K
2.14K $1.25B
RTX
Raytheon Technologies Corp

Industrials
373
+ 3.18%
$99.55 - $123.34 $37.1K - $46K
12.1K $1.47B
HSY
Hershey CO

Consumer Defensive
242
+ 1.1%
$182.45 - $203.25 $44.2K - $49.2K
22.2K $4.26B
DVY
Ishares Tr

ETFs
1.33K
+ 80.1%
$119.99 - $135.74 $159K - $180K
2.99K $403M
WMT
Walmart Inc.

Consumer Defensive
752
+ 7.67%
$66.91 - $81.4 $50.3K - $61.2K
10.6K $853M
ABBV
Abb Vie Inc.

Healthcare
618
+ 26.61%
$163.84 - $199.33 $101K - $123K
2.94K $581M
NEE
Nextera Energy Inc

Utilities
788
+ 10.71%
$69.9 - $84.97 $55.1K - $67K
8.15K $689M
ACN
Accenture PLC

Technology
350
+ 50.43%
$295.44 - $355.81 $103K - $125K
1.04K $369M
GBIL
Goldman Sachs Access Treasury

ETFs
1.53K
+ 19.2%
$99.7 - $100.3 $153K - $154K
9.52K $954M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.28%
$520.18 - $576.82 $6.76K - $7.5K
4.61K $2.66B
JNJ
Johnson & Johnson

Healthcare
372
+ 7.13%
$145.48 - $167.38 $54.1K - $62.3K
5.59K $906M
ADBE
Adobe Inc.

Technology
313
+ 59.06%
$508.13 - $586.55 $159K - $184K
843 $436M
SBUX
Starbucks Corp

Consumer Cyclical
350
+ 6.68%
$72.51 - $98.6 $25.4K - $34.5K
5.59K $545M
XLI
Industrial Sector Spdr

ETFs
804
+ 50.44%
$120.56 - $135.44 $96.9K - $109K
2.4K $325M
KO
Coca Cola CO

Consumer Defensive
605
+ 6.83%
$62.69 - $73.01 $37.9K - $44.2K
9.47K $680M
XLC
Select Sector Spdr Tr Communic

ETFs
1.15K
+ 57.31%
$82.16 - $90.4 $94.6K - $104K
3.16K $286M
ORCL
Oracle Corp

Technology
209
+ 8.51%
$125.9 - $170.35 $26.3K - $35.6K
2.66K $454M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 30.58%
$434.77 - $502.96 $87K - $101K
854 $417M
Linde PLC
142
+ 17.84%
N/A
938 $447M
TMO
Thermo Fisher Scientific Inc.

Healthcare
62
+ 7.22%
$531.86 - $624.21 $33K - $38.7K
921 $570M
Activity Summary
Buys All Purchases 114 New Holdings 15 Increased Positions 99 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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