Turtle Creek Wealth Advisors, LLC New Holdings in Q2 2025

Turtle Creek Wealth Advisors, LLC

  • $847 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
24.8K
New
$179.73 - $253.23 $4.45M - $6.27M
24.8K $6.27B
NFLX
Netflix Inc

Communication Services
2.18K
New
$855.86 - $1339.13 $1.87M - $2.92M
2.18K $2.92B
ETN
Eaton Corp PLC

Industrials
7.44K
New
$246.52 - $356.99 $1.83M - $2.65M
7.44K $2.65B
TSLA
Tesla, Inc.

Consumer Cyclical
7.83K
New
$221.86 - $362.89 $1.74M - $2.84M
7.83K $2.49B
XLY
Select Sector Spdr Consumer Di

ETFs
9.25K
New
$176.34 - $218.59 $1.63M - $2.02M
9.25K $2.01B
LMT
Lockheed Martin Corp

Industrials
4.02K
New
$430.82 - $486.45 $1.73M - $1.95M
4.02K $1.86B
NOW
Service Now, Inc.

Technology
1.75K
New
$721.65 - $1040.18 $1.26M - $1.82M
1.75K $1.8B
IVE
Ishares S&P 500 Value ETF

ETFs
8.97K
New
$168.34 - $195.42 $1.51M - $1.75M
8.97K $1.75B
XLC
Select Sector Spdr Tr Communic

ETFs
16K
New
$86.13 - $108.53 $1.38M - $1.74M
16K $1.74B
HON
Honeywell International Inc

Industrials
7.4K
New
$182.86 - $232.88 $1.35M - $1.72M
7.4K $1.72B
ABBV
Abb Vie Inc.

Healthcare
9.15K
New
$170.16 - $206.27 $1.56M - $1.89M
9.15K $1.7B
DE
Deere & CO

Industrials
3.2K
New
$412.99 - $531.48 $1.32M - $1.7M
3.2K $1.62B
AMGN
Amgen Inc

Healthcare
5.66K
New
$262.28 - $309.85 $1.49M - $1.75M
5.66K $1.58B
SPGI
S&P Global Inc.

Financial Services
2.93K
New
$438.31 - $527.29 $1.28M - $1.54M
2.93K $1.54B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.77K
New
$141.37 - $228.57 $957K - $1.55M
6.77K $1.53B
ASML
Asml Holding Nv

Technology
1.88K
New
$595.37 - $815.24 $1.12M - $1.53M
1.88K $1.5B
WES
Western Midstream Partners, LP

Energy
36.9K
New
$34.99 - $41.61 $1.29M - $1.53M
36.9K $1.43B
PLTR
Palantir Technologies Inc.

Technology
9.38K
New
$74.01 - $144.25 $694K - $1.35M
9.38K $1.28B
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.41K
New
$273.67 - $366.17 $933K - $1.25M
3.41K $1.25B
EEM
Ishares Msci Emerging Markets

ETFs
25.6K
New
$38.52 - $48.28 $987K - $1.24M
25.6K $1.24B
JNJ
Johnson & Johnson

Healthcare
8.01K
New
$146.36 - $159.82 $1.17M - $1.28M
8.01K $1.22B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.09K
New
$166.82 - $194.23 $1.02M - $1.18M
6.09K $1.18B
ORCL
Oracle Corp

Technology
5.12K
New
$122.82 - $218.63 $628K - $1.12M
5.12K $1.12B
IT
Gartner Inc

Technology
2.74K
New
$377.5 - $449.52 $1.03M - $1.23M
2.74K $1.11B
ADP
Automatic Data Processing Inc

Industrials
3.44K
New
$276.76 - $326.81 $952K - $1.12M
3.44K $1.06B
OTIS
Otis Worldwide Corp

Industrials
10.6K
New
$90.88 - $104.3 $966K - $1.11M
10.6K $1.05B
OXY
Occidental Petroleum Corp

Energy
24.3K
New
$36.11 - $49.33 $877K - $1.2M
24.3K $1.02B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.77K
New
$321.63 - $509.31 $568K - $899K
1.77K $899M
CRM
Salesforce, Inc.

Technology
3.25K
New
$236.26 - $291.15 $767K - $945K
3.25K $885M
NOV
Nov Inc.

Energy
70.8K
New
$11.11 - $15.41 $787K - $1.09M
70.8K $880M
MS
Morgan Stanley

Financial Services
6.15K
New
$99.83 - $140.86 $614K - $867K
6.15K $867M
TRGP
Targa Resources Corp.

Energy
4.55K
New
$157.32 - $205.72 $716K - $936K
4.55K $792M
CSGP
Costar Group, Inc.

Real Estate
9.75K
New
$72.62 - $83.22 $708K - $812K
9.75K $784M
TCBI
Texas Capital Bancshares Inc

Financial Services
9.64K
New
$61.24 - $79.4 $590K - $765K
9.64K $765M
ADBE
Adobe Inc.

Technology
1.96K
New
$340.0 - $420.68 $665K - $822K
1.96K $756M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7.13K
New
$86.58 - $104.98 $618K - $749K
7.13K $749M
GS
Goldman Sachs Group Inc

Financial Services
1.05K
New
$462.22 - $707.75 $485K - $742K
1.05K $742M
AMD
Advanced Micro Devices Inc

Technology
5.07K
New
$78.21 - $143.81 $396K - $729K
5.07K $719M
IBM
International Business Machines Corp

Technology
2.43K
New
$221.03 - $294.78 $538K - $717K
2.43K $717M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.91K
New
$151.62 - $183.47 $592K - $717K
3.91K $717M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.37K
New
$82.32 - $112.47 $524K - $716K
6.37K $716M
Linde PLC
1.52K
New
N/A
1.52K $712M
GBIL
Goldman Sachs Access Treasury

ETFs
6.88K
New
$99.83 - $100.19 $686K - $689K
6.88K $689M
DTM
Dt Midstream, Inc.

Energy
6.24K
New
$87.23 - $109.91 $545K - $686K
6.24K $686M
GE
General Electric CO

Industrials
2.66K
New
$166.81 - $257.39 $444K - $684K
2.66K $684M
SHW
Sherwin Williams CO

Basic Materials
1.98K
New
$313.51 - $363.51 $619K - $718K
1.98K $678M
MAR
Marriott International Inc

Consumer Cyclical
2.47K
New
$211.12 - $274.14 $522K - $678K
2.47K $676M
LNG
Cheniere Energy, Inc.

Energy
2.77K
New
$197.25 - $244.33 $546K - $677K
2.77K $675M
SO
Southern CO

Utilities
7.29K
New
$84.91 - $92.56 $619K - $675K
7.29K $670M
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
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