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
COF
Capital One Financial Corp

Financial Services
728
+ 31.86%
$207.29 - $229.74 $151K - $167K
3.01K $641M
DHR
Danaher Corp

Healthcare
732
+ 44.15%
$181.46 - $212.2 $133K - $155K
2.39K $474M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
419
+ 54.42%
$301.44 - $365.84 $126K - $153K
1.19K $385M
FDX
Fedex Corp

Industrials
518
+ 24.6%
$217.1 - $243.2 $112K - $126K
2.62K $619M
APO
Apollo Global Management, Inc.

Financial Services
1.15K
+ 67.12%
$131.55 - $156.05 $151K - $179K
2.86K $381M
AEP
American Electric Power CO Inc

Utilities
1.06K
+ 53.55%
$103.26 - $115.0 $109K - $122K
3.03K $341M
L
Loews Corp

Financial Services
978
+ 26.0%
$89.82 - $100.39 $87.8K - $98.2K
4.74K $476M
DELL
Dell Technologies Inc.

Technology
673
+ 36.54%
$120.96 - $141.77 $81.4K - $95.4K
2.52K $357M
AMGN
Amgen Inc

Healthcare
401
+ 7.08%
$271.18 - $309.22 $109K - $124K
6.06K $1.71B
CRM
Salesforce, Inc.

Technology
1.04K
+ 31.96%
$231.66 - $273.65 $240K - $284K
4.28K $1.01B
MAS
Masco Corp

Industrials
535
+ 3.53%
$64.44 - $76.07 $34.5K - $40.7K
15.7K $1.1B
KEYS
Keysight Technologies, Inc.

Technology
628
+ 44.73%
$158.51 - $178.15 $99.5K - $112K
2.03K $355M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.08K
+ 27.55%
$167.28 - $188.45 $180K - $203K
4.98K $839M
CTAS
Cintas Corp

Industrials
705
+ 45.45%
$199.29 - $226.27 $140K - $160K
2.26K $463M
TRGP
Targa Resources Corp.

Energy
861
+ 18.92%
$160.52 - $174.4 $138K - $150K
5.41K $907M
ADI
Analog Devices Inc

Technology
411
+ 25.4%
$220.68 - $255.63 $90.7K - $105K
2.03K $499M
CMCSA
Comcast Corp

Communication Services
5.69K
+ 36.11%
$31.41 - $36.33 $179K - $207K
21.4K $674M
F
Ford Motor CO

Consumer Cyclical
6.94K
+ 41.27%
$10.82 - $12.09 $75.1K - $83.9K
23.8K $284M
PWR
Quanta Services, Inc.

Industrials
181
+ 26.81%
$372.29 - $421.68 $67.4K - $76.3K
856 $355M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
368
+ 5.78%
$110.74 - $122.12 $40.8K - $44.9K
6.74K $816M
EFA
Ishares Tr Msci Eafe ETF

ETFs
474
+ 3.57%
$87.29 - $93.61 $41.4K - $44.4K
13.8K $1.28B
BR
Broadridge Financial Solutions, Inc.

Technology
433
+ 16.13%
$233.75 - $266.89 $101K - $116K
3.12K $742M
VTR
Ventas, Inc.

Real Estate
791
+ 24.8%
$62.76 - $69.99 $49.6K - $55.4K
3.98K $279M
AMT
American Tower Corp

Real Estate
2.63K
+ 17.5%
$192.32 - $232.35 $505K - $610K
17.6K $3.39B
VICI
Vici Properties Inc.

Real Estate
2.23K
+ 24.74%
$31.43 - $33.93 $70.1K - $75.6K
11.2K $367M
ADSK
Autodesk, Inc.

Technology
208
+ 26.46%
N/A
994 $316M
EW
Edwards Lifesciences Corp

Healthcare
898
+ 32.49%
$73.75 - $81.83 $66.2K - $73.5K
3.66K $285M
TDG
Trans Digm Group Inc

Industrials
76
+ 39.18%
$1271.04 - $1620.83 $96.6K - $123K
270 $356M
CI
Cigna Corp

Healthcare
2.91K
+ 15.67%
$262.23 - $334.39 $762K - $971K
21.4K $6.18B
DGX
Quest Diagnostics Inc

Healthcare
183
+ 13.58%
N/A
1.53K $292M
VRSK
Verisk Analytics, Inc.

Industrials
440
+ 42.8%
$242.3 - $312.95 $107K - $138K
1.47K $369M
CSGP
Costar Group, Inc.

Real Estate
119
+ 1.22%
$81.42 - $96.83 $9.69K - $11.5K
9.87K $833M
MDLZ
Mondelez International, Inc.

Consumer Defensive
996
+ 25.74%
$60.9 - $70.75 $60.7K - $70.5K
4.87K $304M
INTU
Intuit Inc

Technology
1.95K
+ 15.65%
$646.03 - $807.39 $1.26M - $1.57M
14.4K $9.82B
ROK
Rockwell Automation, Inc

Industrials
42
+ 6.87%
$328.67 - $358.52 $13.8K - $15.1K
653 $228M
Flagstar Financial Inc
13
+ 0.08%
N/A
16.8K $194M
DLR
Digital Realty Trust, Inc.

Real Estate
96
+ 6.45%
$161.21 - $180.02 $15.5K - $17.3K
1.59K $274M
WM
Waste Management Inc

Industrials
39
+ 3.26%
$213.88 - $237.1 $8.34K - $9.25K
1.24K $273M
NOW
Service Now, Inc.

Technology
194
+ 11.1%
$850.86 - $1044.69 $165K - $203K
1.94K $1.79B
PAA
Plains All American Pipeline LP

Energy
2.2K
+ 5.39%
$16.88 - $18.93 $37.1K - $41.6K
43K $734M
KMI
Kinder Morgan, Inc.

Energy
971
+ 0.79%
$26.23 - $28.5 $25.5K - $27.7K
124K $3.52B
DE
Deere & CO

Industrials
79
+ 2.47%
$457.26 - $524.37 $36.1K - $41.4K
3.27K $1.5B
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
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email