Turtle Creek Wealth Advisors, LLC Portfolio Holdings

Turtle Creek Wealth Advisors, LLC

  • $433 Billion
  • Q4 2024

Turtle Creek Wealth Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $433 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $69.2B, Blue Owl Capital Inc. with a value of $25.7B, Ishares Tr with a value of $21.4B, Ishares Tr Russell 1000 ETF with a value of $19.2B, and Apple Inc. with a value of $18.5B.

Examining the 13F form we can see an decrease of $65.3B in the current position value, from $499B to 433B.

Turtle Creek Wealth Advisors, LLC is based out at Dallas, TX

Below you can find more details about Turtle Creek Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $433 Billion
ETFs: $208 Billion
Technology: $66.7 Billion
Financial Services: $50 Billion
Consumer Cyclical: $25.1 Billion
Communication Services: $18.1 Billion
Industrials: $18 Billion
Healthcare: $15.4 Billion
Energy: $12.6 Billion
Other: $12.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$1.75 Billion 0.4% of portfolio
181,700
Q4 2023 New
$366M
$613 Million 0.14% of portfolio
35,135
Q4 2023 New
$1.79B
$536 Million 0.12% of portfolio
170,000
Q4 2023 New
$1.42B
$478 Million 0.11% of portfolio
17,615
Q2 2024 Reduced 0.01%
$457M
$299 Million 0.07% of portfolio
100,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $433 Billion
  • Prior Value $499 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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