Turtle Creek Wealth Advisors, LLC Incresed Positions 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
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
PAGP
Plains Gp Holdings LP

Energy
203K
+ 41.93%
$17.24 - $21.61 $3.49M - $4.38M
686K $13.3B
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
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
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
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.67K
+ 11.15%
$272.36 - $339.57 $728K - $907K
26.6K $9.05B
IVV
Ishares Core S&P 500 ETF

ETFs
2.07K
+ 47.28%
$498.8 - $620.9 $1.03M - $1.28M
6.45K $4B
EPD
Enterprise Products Partners L.P.

Energy
56.1K
+ 57.5%
$28.95 - $34.22 $1.62M - $1.92M
154K $4.77B
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
MA
Mastercard Inc

Financial Services
1.85K
+ 20.07%
$479.92 - $590.74 $887K - $1.09M
11.1K $6.21B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
905
+ 0.34%
$51.16 - $62.02 $46.3K - $56.1K
265K $16.5B
COST
Costco Wholesale Corp

Consumer Defensive
422
+ 4.33%
$908.13 - $1056.85 $383K - $446K
10.2K $10.1B
SYK
Stryker Corp

Healthcare
1.09K
+ 6.29%
$337.37 - $395.63 $367K - $431K
18.4K $7.28B
AZN
Astrazeneca PLC

Healthcare
13.9K
+ 31.84%
$64.87 - $75.0 $904K - $1.05M
57.7K $4.03B
ET
Energy Transfer LP

Energy
61.2K
+ 9.53%
$15.65 - $18.93 $958K - $1.16M
704K $12.8B
HD
Home Depot, Inc.

Consumer Cyclical
2.05K
+ 9.42%
$335.24 - $380.78 $687K - $780K
23.8K $8.72B
WMT
Walmart Inc.

Consumer Defensive
5.88K
+ 44.3%
$81.79 - $99.98 $481K - $587K
19.1K $1.87B
TJX
Tjx Companies Inc

Consumer Cyclical
4.88K
+ 8.02%
$119.13 - $135.03 $581K - $659K
65.8K $8.12B
PLD
Prologis, Inc.

Real Estate
7.51K
+ 35.26%
$89.76 - $112.34 $674K - $844K
28.8K $3.03B
CI
Cigna Corp

Healthcare
1.65K
+ 9.75%
$301.89 - $340.04 $497K - $560K
18.5K $6.13B
ISRG
Intuitive Surgical Inc

Healthcare
526
+ 12.78%
$451.58 - $565.94 $238K - $298K
4.64K $2.52B
ABT
Abbott Laboratories

Healthcare
2.72K
+ 16.69%
$123.95 - $138.08 $337K - $375K
19K $2.58B
RTX
Raytheon Technologies Corp

Industrials
702
+ 3.0%
$113.75 - $148.48 $79.9K - $104K
24.1K $3.52B
NKE
Nike, Inc.

Consumer Cyclical
4.02K
+ 26.76%
$53.27 - $72.04 $214K - $290K
19K $1.35B
IEMG
Ishares Inc

ETFs
1.65K
+ 3.37%
N/A
50.6K $3.04B
EOG
Eog Resources Inc

Energy
6.59K
+ 14.45%
$104.61 - $129.97 $689K - $856K
52.2K $6.24B
DUK
Duke Energy Corp

Utilities
4.08K
+ 14.54%
$112.46 - $124.05 $459K - $506K
32.1K $3.79B
WMB
Williams Companies, Inc.

Energy
2.23K
+ 3.08%
$54.33 - $62.87 $121K - $140K
74.5K $4.68B
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
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