Turtle Creek Wealth Advisors, LLC Incresed Positions in Q3 2025

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
59.6K
+ 47.76%
$202.38 - $256.87 $12.1M - $15.3M
184K $46.9B
NVDA
Nvidia Corp

Technology
56.1K
+ 30.1%
$153.3 - $186.58 $8.6M - $10.5M
242K $45.2B
MSFT
Microsoft Corp

Technology
23.3K
+ 37.58%
$491.09 - $535.64 $11.4M - $12.5M
85.3K $44.2B
IEFA
Ishares Tr

ETFs
106K
+ 23.88%
$81.7 - $87.53 $8.66M - $9.27M
550K $48B
IVW
Ishares S&P 500 Growth ETF

ETFs
88.2K
+ 338.05%
$108.97 - $121.65 $9.61M - $10.7M
114K $13.8B
LLY
Eli Lilly & CO

Healthcare
11.7K
+ 109.58%
$625.65 - $812.69 $7.35M - $9.54M
22.5K $17.1B
GOOGL
Alphabet Inc.

Communication Services
17.8K
+ 28.31%
$174.36 - $254.72 $3.11M - $4.54M
80.9K $19.7B
EPD
Enterprise Products Partners L.P.

Energy
230K
+ 149.73%
$30.74 - $32.14 $7.07M - $7.4M
384K $12B
VEA
Vanguard Ftse Developed Market

ETFs
111K
+ 88.12%
$56.02 - $60.3 $6.21M - $6.68M
236K $14.2B
AMZN
Amazon Com Inc

Consumer Cyclical
26.5K
+ 41.45%
$211.65 - $238.24 $5.61M - $6.31M
90.4K $19.9B
SPGI
S&P Global Inc.

Financial Services
11.4K
+ 388.66%
$484.94 - $564.15 $5.52M - $6.42M
14.3K $6.96B
GOOG
Alphabet Inc.

Communication Services
11.9K
+ 37.37%
$175.16 - $255.24 $2.08M - $3.03M
43.6K $10.6B
JPM
Jpmorgan Chase & CO

Financial Services
9.65K
+ 18.2%
$282.78 - $316.06 $2.73M - $3.05M
62.7K $19.8B
MPLX
Mplx LP

Energy
88.3K
+ 159.92%
$49.42 - $52.71 $4.36M - $4.65M
144K $7.17B
Lam Research Corp
7.31K
+ 8.3%
N/A
95.4K $12.8B
Blackrock Inc
2.2K
+ 18.17%
N/A
14.3K $16.6B
BX
Blackstone Inc.

Financial Services
17.5K
+ 68.34%
$152.77 - $188.68 $2.67M - $3.3M
43.1K $7.37B
TSLA
Tesla, Inc.

Consumer Cyclical
5.35K
+ 68.37%
$293.94 - $444.72 $1.57M - $2.38M
13.2K $5.86B
APH
Amphenol Corp

Technology
6.28K
+ 6.26%
$97.39 - $125.4 $611K - $787K
107K $13.2B
CAT
Caterpillar Inc

Industrials
1.44K
+ 4.93%
$390.92 - $477.15 $562K - $686K
30.6K $14.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.51K
+ 20.35%
$617.65 - $666.84 $2.17M - $2.34M
20.8K $13.8B
META
Meta Platforms, Inc.

Communication Services
4.21K
+ 18.99%
$695.21 - $791.73 $2.93M - $3.33M
26.4K $19.4B
HD
Home Depot, Inc.

Consumer Cyclical
4.48K
+ 18.83%
$357.4 - $423.42 $1.6M - $1.9M
28.3K $11.5B
KLAC
Kla Corp

Technology
675
+ 6.49%
$843.9 - $1078.6 $570K - $728K
11.1K $11.9B
ABT
Abbott Laboratories

Healthcare
19.6K
+ 103.15%
$120.51 - $136.62 $2.36M - $2.68M
38.6K $5.17B
MCD
Mcdonalds Corp

Consumer Cyclical
5.88K
+ 15.59%
$291.67 - $316.99 $1.71M - $1.86M
43.6K $13.2B
TJX
Tjx Companies Inc

Consumer Cyclical
5.53K
+ 8.41%
$121.35 - $144.54 $672K - $800K
71.3K $10.3B
PGR
Progressive Corp

Financial Services
10.4K
+ 47.69%
$238.61 - $264.3 $2.48M - $2.75M
32.2K $7.94B
JNJ
Johnson & Johnson

Healthcare
10K
+ 124.94%
$155.17 - $185.42 $1.55M - $1.86M
18K $3.34B
V
Visa Inc.

Financial Services
7.22K
+ 24.98%
$332.09 - $358.86 $2.4M - $2.59M
36.1K $12.3B
WMT
Walmart Inc.

Consumer Defensive
19K
+ 99.38%
$94.4 - $104.27 $1.8M - $1.98M
38.2K $3.93B
PG
Procter & Gamble CO

Consumer Defensive
15K
+ 21.5%
$150.47 - $161.22 $2.25M - $2.41M
84.5K $13B
AMAT
Applied Materials Inc

Technology
4.85K
+ 13.08%
$156.25 - $204.95 $758K - $994K
41.9K $8.58B
LEN
Lennar Corp

Consumer Cyclical
8.56K
+ 18.73%
$107.73 - $142.4 $922K - $1.22M
54.2K $6.83B
GRMN
Garmin LTD

Technology
2.75K
+ 10.13%
$211.13 - $246.22 $581K - $678K
29.9K $7.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.1K
+ 53.21%
$459.11 - $506.91 $1.42M - $1.57M
8.94K $4.49B
XOM
Exxon Mobil Corp

Energy
10.6K
+ 14.8%
$105.83 - $117.22 $1.12M - $1.24M
81.9K $9.23B
ENB
Enbridge Inc

Energy
29.4K
+ 298.55%
$43.79 - $50.46 $1.29M - $1.48M
39.2K $1.98B
MLM
Martin Marietta Materials Inc

Basic Materials
973
+ 9.51%
$546.36 - $631.12 $532K - $614K
11.2K $7.06B
UNP
Union Pacific Corp

Industrials
5.78K
+ 67.82%
$214.91 - $237.16 $1.24M - $1.37M
14.3K $3.38B
PEP
Pepsico Inc

Consumer Defensive
8.53K
+ 37.75%
$133.81 - $152.16 $1.14M - $1.3M
31.1K $4.37B
ETR
Entergy Corp

Utilities
6.37K
+ 8.16%
$80.93 - $93.55 $515K - $595K
84.3K $7.86B
XLV
Select Sector Spdr Fund Health

ETFs
9.77K
+ 576.4%
$129.01 - $139.72 $1.26M - $1.37M
11.5K $1.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
15.9K
+ 31.84%
$66.38 - $71.68 $1.05M - $1.14M
65.8K $4.7B
SPYG
Spdr Portfolio

ETFs
11K
+ 58.06%
$94.33 - $105.31 $1.04M - $1.16M
29.9K $3.12B
PAGP
Plains Gp Holdings LP

Energy
115K
+ 16.77%
$18.12 - $20.08 $2.08M - $2.31M
801K $14.6B
PH
Parker Hannifin Corp

Industrials
802
+ 7.19%
$697.13 - $769.67 $559K - $617K
12K $9.06B
LMT
Lockheed Martin Corp

Industrials
2.21K
+ 54.88%
$410.74 - $499.21 $906K - $1.1M
6.22K $3.11B
ORCL
Oracle Corp

Technology
3.25K
+ 63.57%
$218.96 - $328.33 $712K - $1.07M
8.37K $2.35B
Activity Summary
Buys All Purchases 295 New Holdings 102 Increased Positions 193 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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