Turtle Creek Wealth Advisors, LLC Purchases in Q2 2024

Turtle Creek Wealth Advisors, LLC

  • $432 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.98K
+ 9.15%
$455.1 - $504.28 $4.09M - $4.53M
107K $53.6B
INTU
Intuit Inc

Technology
7.98K
+ 551.0%
$562.97 - $670.27 $4.49M - $5.35M
9.43K $6.2B
SYK
Stryker Corp

Healthcare
15.4K
+ 2521.67%
$324.3 - $354.67 $4.98M - $5.45M
16K $5.43B
AAPL
Apple Inc.

Technology
7.98K
+ 14.33%
$165.0 - $216.67 $1.32M - $1.73M
63.6K $13.4B
IEFA
Ishares Tr

ETFs
46.2K
+ 15.17%
$70.77 - $76.19 $3.27M - $3.52M
350K $25.5B
MSFT
Microsoft Corp

Technology
3.78K
+ 14.24%
$389.33 - $452.85 $1.47M - $1.71M
30.3K $13.5B
NVDA
Nvidia Corp

Technology
59.4K
+ 897.64%
$118.11 - $1224.4 $7.02M - $72.7M
66K $8.16B
AVGO
Broadcom Inc.

Technology
394
+ 9.05%
$1204.71 - $1828.87 $475K - $721K
4.75K $7.62B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36.9K
+ 22.11%
$56.43 - $60.79 $2.08M - $2.25M
204K $11.9B
PWR
Quanta Services, Inc.

Industrials
6.99K
New
$243.26 - $283.43 $1.7M - $1.98M
6.99K $1.78B
KLAC
Kla Corp

Technology
724
+ 8.17%
$628.16 - $863.31 $455K - $625K
9.58K $7.9B
IEMG
Ishares Inc

ETFs
21.8K
+ 14.06%
$50.02 - $54.95 $1.09M - $1.2M
177K $9.49B
AMAT
Applied Materials Inc

Technology
2.9K
+ 12.11%
$189.46 - $247.83 $549K - $719K
26.9K $6.34B
LRCX
Lam Research Corp

Technology
661
+ 9.47%
$868.07 - $1089.58 $574K - $720K
7.64K $8.14B
APH
Amphenol Corp

Technology
48.5K
+ 120.03%
$67.16 - $136.4 $3.26M - $6.61M
88.9K $5.99B
GOOGL
Alphabet Inc.

Communication Services
3.64K
+ 24.43%
$150.53 - $185.41 $547K - $674K
18.5K $3.37B
ZTS
Zoetis Inc.

Healthcare
5.51K
+ 22.61%
$145.54 - $178.83 $801K - $984K
29.9K $5.18B
PG
Procter & Gamble CO

Consumer Defensive
5.88K
+ 22.6%
$155.33 - $168.56 $914K - $992K
31.9K $5.26B
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 14.12%
$430.17 - $527.34 $702K - $860K
13.2K $6.65B
AFL
Aflac Inc

Financial Services
9.79K
+ 20.76%
$79.64 - $90.43 $780K - $886K
57K $5.09B
APA
Apa Corp

Energy
33.8K
+ 350.35%
$27.82 - $35.74 $941K - $1.21M
43.5K $1.28B
EOG
Eog Resources Inc

Energy
7.41K
+ 24.84%
$118.24 - $137.95 $876K - $1.02M
37.2K $4.68B
JPM
Jpmorgan Chase & CO

Financial Services
3.78K
+ 10.64%
$180.08 - $204.79 $681K - $774K
39.3K $7.95B
LLY
Eli Lilly & CO

Healthcare
212
+ 4.29%
$724.87 - $909.04 $154K - $193K
5.16K $4.67B
V
Visa Inc.

Financial Services
3.74K
+ 29.99%
$262.47 - $281.5 $980K - $1.05M
16.2K $4.25B
BLK
Black Rock Inc.

Financial Services
1.24K
+ 23.97%
$747.3 - $826.77 $924K - $1.02M
6.39K $5.03B
XOM
Exxon Mobil Corp

Energy
6.32K
New
$108.36 - $122.2 $685K - $772K
6.32K $728M
CMCSA
Comcast Corp

Communication Services
27.5K
+ 31.12%
$36.9 - $42.28 $1.02M - $1.16M
116K $4.54B
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 10.15%
$173.67 - $197.85 $374K - $426K
23.4K $4.52B
MCD
Mcdonalds Corp

Consumer Cyclical
4.06K
+ 30.77%
$249.37 - $280.22 $1.01M - $1.14M
17.3K $4.4B
MRK
Merck & Co., Inc.

Healthcare
7.14K
+ 27.09%
$123.8 - $132.96 $884K - $949K
33.5K $4.15B
HSY
Hershey CO

Consumer Defensive
4.54K
+ 26.03%
$182.0 - $209.51 $826K - $951K
22K $4.04B
LOW
Lowes Companies Inc

Consumer Cyclical
4.69K
+ 37.68%
$214.27 - $249.28 $1.01M - $1.17M
17.1K $3.78B
CI
Cigna Corp

Healthcare
2.73K
+ 22.71%
$330.57 - $364.08 $902K - $994K
14.8K $4.88B
NFG
National Fuel Gas CO

Energy
7.53K
New
$51.73 - $57.29 $389K - $431K
7.53K $408M
MLM
Martin Marietta Materials Inc

Basic Materials
1.66K
+ 23.41%
$534.99 - $621.53 $889K - $1.03M
8.76K $4.75B
VUG
Vanguard Growth ETF

ETFs
991
+ 1905.77%
$322.46 - $377.11 $320K - $374K
1.04K $390M
BA
Boeing CO

Industrials
2.18K
+ 44.27%
$164.33 - $191.42 $358K - $417K
7.1K $1.29B
ODFL
Old Dominion Freight Line, Inc.

Industrials
6.41K
+ 34.57%
$168.53 - $224.69 $1.08M - $1.44M
25K $4.41B
PH
Parker Hannifin Corp

Industrials
1.51K
+ 17.76%
$502.63 - $566.67 $759K - $856K
10K $5.07B
IVV
Ishares Core S&P 500 ETF

ETFs
425
+ 10.19%
$497.53 - $549.64 $211K - $234K
4.59K $2.51B
CAT
Caterpillar Inc

Industrials
2.67K
+ 15.55%
$321.47 - $379.3 $858K - $1.01M
19.8K $6.6B
ET
Energy Transfer LP

Energy
12.9K
+ 9.0%
$15.1 - $16.25 $195K - $210K
157K $2.54B
TJX
Tjx Companies Inc

Consumer Cyclical
476
+ 1.84%
$92.66 - $111.05 $44.1K - $52.9K
26.4K $2.91B
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
+ 46.19%
$142.05 - $197.88 $159K - $221K
3.53K $699M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
741
+ 23.43%
$396.73 - $420.24 $294K - $311K
3.9K $1.59B
GS
Goldman Sachs Group Inc

Financial Services
566
New
$389.49 - $470.41 $220K - $266K
566 $256M
ADI
Analog Devices Inc

Technology
1.12K
New
$183.36 - $240.16 $204K - $268K
1.12K $255M
MPC
Marathon Petroleum Corp

Energy
5.16K
+ 21.92%
$168.76 - $219.13 $871K - $1.13M
28.7K $4.98B
Activity Summary
Buys All Purchases 132 New Holdings 32 Increased Positions 100 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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