Turtle Creek Wealth Advisors, LLC New Holdings in Q1 2025

Turtle Creek Wealth Advisors, LLC

  • $670 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAGP
Plains Gp Holdings LP

Energy
483K
New
$18.52 - $22.13 $8.95M - $10.7M
483K $10.3B
Blackrock Inc
10.7K
New
N/A
10.7K $10.1B
LLY
Eli Lilly & CO

Healthcare
12K
New
$725.72 - $929.72 $8.71M - $11.2M
12K $9.91B
COST
Costco Wholesale Corp

Consumer Defensive
9.75K
New
$890.62 - $1076.86 $8.69M - $10.5M
9.75K $9.22B
XOM
Exxon Mobil Corp

Energy
68.8K
New
$105.44 - $118.93 $7.25M - $8.18M
68.8K $8.18B
HD
Home Depot, Inc.

Consumer Cyclical
21.7K
New
$347.25 - $424.87 $7.55M - $9.24M
21.7K $7.97B
PGR
Progressive Corp

Financial Services
26.2K
New
$235.61 - $291.22 $6.16M - $7.62M
26.2K $7.4B
TXN
Texas Instruments Inc

Technology
40.8K
New
N/A
40.8K $7.33B
INTU
Intuit Inc

Technology
11.5K
New
$555.63 - $630.23 $6.41M - $7.27M
11.5K $7.08B
KLAC
Kla Corp

Technology
9.97K
New
$636.62 - $777.63 $6.35M - $7.75M
9.97K $6.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
New
$551.42 - $612.93 $5.8M - $6.45M
10.5K $5.88B
CI
Cigna Corp

Healthcare
16.9K
New
$274.49 - $329.0 $4.64M - $5.56M
16.9K $5.56B
GRMN
Garmin LTD

Technology
24.6K
New
$204.55 - $241.93 $5.03M - $5.95M
24.6K $5.34B
CME
Cme Group Inc.

Financial Services
19.1K
New
$225.82 - $266.54 $4.31M - $5.08M
19.1K $5.06B
MA
Mastercard Inc

Financial Services
9.21K
New
$504.67 - $576.31 $4.65M - $5.31M
9.21K $5.05B
UNH
Unitedhealth Group Inc

Healthcare
9.49K
New
$461.52 - $548.18 $4.38M - $5.2M
9.49K $4.97B
WMB
Williams Companies, Inc.

Energy
72.3K
New
$54.02 - $61.09 $3.91M - $4.42M
72.3K $4.32B
MLM
Martin Marietta Materials Inc

Basic Materials
9.01K
New
$460.39 - $552.64 $4.15M - $4.98M
9.01K $4.31B
GOOG
Alphabet Inc.

Communication Services
27.5K
New
$156.06 - $207.71 $4.3M - $5.72M
27.5K $4.3B
TT
Trane Technologies PLC

Industrials
12.2K
New
$332.0 - $400.86 $4.06M - $4.9M
12.2K $4.12B
PEP
Pepsico Inc

Consumer Defensive
25.5K
New
$142.64 - $156.42 $3.63M - $3.98M
25.5K $3.82B
KMI
Kinder Morgan, Inc.

Energy
121K
New
$26.1 - $31.22 $3.16M - $3.79M
121K $3.46B
DUK
Duke Energy Corp

Utilities
28.1K
New
$105.87 - $121.97 $2.97M - $3.42M
28.1K $3.42B
UNP
Union Pacific Corp

Industrials
14.3K
New
$225.21 - $254.42 $3.22M - $3.63M
14.3K $3.37B
AZN
Astrazeneca PLC

Healthcare
43.8K
New
$65.37 - $77.96 $2.86M - $3.41M
43.8K $3.22B
AMT
American Tower Corp

Real Estate
14.6K
New
$173.46 - $217.6 $2.54M - $3.18M
14.6K $3.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.09K
New
$442.66 - $534.52 $2.25M - $2.72M
5.09K $2.71B
APD
Air Products & Chemicals, Inc.

Basic Materials
9.05K
New
$283.24 - $338.07 $2.56M - $3.06M
9.05K $2.67B
PM
Philip Morris International Inc.

Consumer Defensive
16.1K
New
$117.15 - $158.79 $1.89M - $2.56M
16.1K $2.56B
IVV
Ishares Core S&P 500 ETF

ETFs
4.38K
New
$554.06 - $615.85 $2.42M - $2.69M
4.38K $2.46B
SBUX
Starbucks Corp

Consumer Cyclical
24.7K
New
$91.75 - $115.81 $2.27M - $2.86M
24.7K $2.43B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.63K
New
$360.07 - $417.26 $2.39M - $2.77M
6.63K $2.39B
PLD
Prologis, Inc.

Real Estate
21.3K
New
$103.59 - $124.04 $2.21M - $2.64M
21.3K $2.38B
ABT
Abbott Laboratories

Healthcare
16.3K
New
$111.1 - $140.22 $1.81M - $2.28M
16.3K $2.16B
ISRG
Intuitive Surgical Inc

Healthcare
4.12K
New
$476.63 - $610.45 $1.96M - $2.51M
4.12K $2.04B
BX
Blackstone Inc.

Financial Services
14K
New
$136.53 - $186.74 $1.91M - $2.61M
14K $1.95B
COP
Conocophillips

Energy
13.7K
New
$88.6 - $105.85 $1.22M - $1.45M
13.7K $1.44B
OKE
Oneok Inc

Energy
13.1K
New
$89.57 - $109.85 $1.18M - $1.44M
13.1K $1.3B
NKE
Nike, Inc.

Consumer Cyclical
15K
New
$63.29 - $81.72 $951K - $1.23M
15K $954M
MAS
Masco Corp

Industrials
13.2K
New
$68.67 - $81.85 $908K - $1.08M
13.2K $919M
NVO
Novo Nordisk A S

Healthcare
10.5K
New
$69.3 - $90.95 $730K - $958K
10.5K $731M
PAA
Plains All American Pipeline LP

Energy
33.3K
New
$17.32 - $20.96 $577K - $699K
33.3K $667M
MPLX
Mplx LP

Energy
11.8K
New
$47.88 - $54.65 $567K - $648K
11.8K $634M
CSCO
Cisco Systems, Inc.

Technology
10.3K
New
$58.74 - $64.87 $603K - $666K
10.3K $634M
VZ
Verizon Communications Inc

Communication Services
11.7K
New
$37.81 - $46.49 $444K - $546K
11.7K $533M
HESM
Hess Midstream LP

Energy
11.2K
New
$37.59 - $43.88 $419K - $489K
11.2K $472M
SLB
Schlumberger Limited

Energy
10.1K
New
$38.4 - $43.74 $388K - $442K
10.1K $422M
Healthcare Rlty Tr
11.6K
New
N/A
11.6K $196M
Flagstar Financial Inc
16.8K
New
N/A
16.8K $195M
Activity Summary
Buys All Purchases 94 New Holdings 52 Increased Positions 42 Sells All Sells 10 Reductions 10 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