Turtle Creek Wealth Advisors, LLC Portfolio Holdings

Turtle Creek Wealth Advisors, LLC

  • $499 Billion
  • Q3 2024

Turtle Creek Wealth Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $499 Billion distributed in 173 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 $54.6B, Ishares Tr with a value of $31.5B, Select Sector Spdr Fund Health with a value of $19B, Apple Inc. with a value of $15.5B, and Microsoft Corp with a value of $13.5B.

Examining the 13F form we can see an increase of $66.9B in the current position value, from $432B to 499B.

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 $499 Billion
ETFs: $200 Billion
Technology: $82.1 Billion
Financial Services: $50 Billion
Healthcare: $34.2 Billion
Consumer Cyclical: $31.8 Billion
Industrials: $24.5 Billion
Communication Services: $20.3 Billion
Consumer Defensive: $20.2 Billion
Other: $27.5 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.05B
$1.07 Billion 0.22% of portfolio
181,700
Q4 2023 New
$505M
$607 Million 0.12% of portfolio
100,000
Q4 2023 New
$374M
$549 Million 0.11% of portfolio
35,135
Q4 2023 New
$1.29B
$479 Million 0.1% of portfolio
170,000
Q4 2023 New
$1.59B
$464 Million 0.09% of portfolio
17,615
Q2 2024 Reduced 0.01%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $499 Billion
  • Prior Value $432 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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