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
CSCO
Cisco Systems, Inc.

Technology
4.69K
New
$45.52 - $50.04 $213K - $234K
4.69K $223M
FNDF
Schwab Fundamental Intl Large

ETFs
6.26K
New
$34.19 - $36.51 $214K - $228K
6.26K $219M
IBM
International Business Machines Corp

Technology
1.25K
New
$164.43 - $190.9 $206K - $239K
1.25K $216M
CEG
Constellation Energy Corp

Utilities
1.03K
New
$180.9 - $231.27 $186K - $238K
1.03K $206M
DHR
Danaher Corp

Healthcare
813
New
$235.51 - $267.98 $191K - $218K
813 $203M
GE
General Electric CO

Industrials
1.27K
New
$136.47 - $175.36 $173K - $223K
1.27K $202M
CVX
Chevron Corp

Energy
1.29K
+ 10.33%
$152.57 - $166.33 $196K - $214K
13.7K $2.15B
KRP
Kimbell Royalty Partners, LP

Energy
11K
New
$15.63 - $16.92 $172K - $186K
11K $180M
T
At&T Inc.

Communication Services
1.94K
+ 2.35%
$16.09 - $19.11 $31.2K - $37.1K
84.5K $1.62B
NYCB
New York Community Bancorp Inc

Financial Services
50.2K
New
$2.65 - $3.89 $133K - $195K
50.2K $162M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
5.21K
+ 22.73%
$18.39 - $21.58 $95.7K - $112K
28.1K $604M
TXN
Texas Instruments Inc

Technology
537
+ 24.64%
$159.68 - $202.54 $85.7K - $109K
2.72K $528M
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 11.75%
$58.85 - $68.9 $60.7K - $71K
9.81K $664M
SUB
Ishares Short Term National Mu

ETFs
1.28K
New
$104.04 - $104.8 $133K - $134K
1.28K $134M
MUB
Ishares National Muni Bond ETF

ETFs
1.26K
New
$105.37 - $107.16 $132K - $135K
1.26K $134M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.34K
New
$95.11 - $97.92 $127K - $131K
1.34K $130M
EPD
Enterprise Products Partners L.P.

Energy
4.38K
+ 20.27%
$27.74 - $29.88 $121K - $131K
26K $752M
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 21.83%
$58.06 - $64.15 $92.2K - $102K
8.86K $564M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.59K
New
$29.72 - $32.4 $107K - $116K
3.59K $115M
QCOM
Qualcomm Inc

Technology
364
+ 28.17%
$157.63 - $227.09 $57.4K - $82.7K
1.66K $330M
NFLX
Netflix Inc

Communication Services
121
+ 28.4%
$550.64 - $686.12 $66.6K - $83K
547 $369M
ISRG
Intuitive Surgical Inc

Healthcare
118
+ 9.55%
$366.34 - $445.11 $43.2K - $52.5K
1.35K $602M
JNJ
Johnson & Johnson

Healthcare
1.08K
+ 25.99%
$144.38 - $157.78 $155K - $170K
5.22K $762M
ORCL
Oracle Corp

Technology
518
+ 26.74%
$113.75 - $144.64 $58.9K - $74.9K
2.46K $347M
NUE
Nucor Corp

Basic Materials
6.14K
+ 28.14%
$151.48 - $200.97 $929K - $1.23M
27.9K $4.42B
IYW
Ishares Dj Us Tech ETF

ETFs
658
New
$124.75 - $153.46 $82.1K - $101K
658 $99M
BAC
Bank Of America Corp

Financial Services
1.91K
+ 19.65%
$34.68 - $40.02 $66.2K - $76.4K
11.6K $463M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.31K
New
$38.53 - $40.76 $88.9K - $94K
2.31K $90.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
453
New
$173.58 - $198.8 $78.6K - $90.1K
453 $88.3M
HON
Honeywell International Inc

Industrials
355
+ 30.08%
$190.36 - $215.89 $67.6K - $76.6K
1.54K $328M
DVY
Ishares Tr

ETFs
700
+ 73.07%
$115.73 - $125.75 $81K - $88K
1.66K $201M
LMT
Lockheed Martin Corp

Industrials
137
+ 17.19%
$447.57 - $471.51 $61.3K - $64.6K
934 $436M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
762
New
$81.04 - $87.08 $61.8K - $66.4K
762 $64.1M
WFC
Wells Fargo & Company

Financial Services
927
+ 21.76%
$56.41 - $62.34 $52.3K - $57.8K
5.19K $308M
RTX
Raytheon Technologies Corp

Industrials
270
+ 2.35%
$97.55 - $108.44 $26.3K - $29.3K
11.7K $1.18B
XLE
Energy Sector Spdr

ETFs
700
+ 29.03%
$88.04 - $98.08 $61.6K - $68.7K
3.11K $284M
VTI
Vanguard Total Stock Market Et

ETFs
183
+ 34.33%
$245.23 - $269.4 $44.9K - $49.3K
716 $192M
NEE
Nextera Energy Inc

Utilities
13
+ 0.18%
$61.7 - $80.02 $802 - $1.04K
7.36K $521M
TMO
Thermo Fisher Scientific Inc.

Healthcare
128
+ 17.51%
$541.52 - $599.02 $69.3K - $76.7K
859 $475M
AMGN
Amgen Inc

Healthcare
43
+ 3.4%
$262.75 - $319.31 $11.3K - $13.7K
1.31K $408M
ABBV
Abb Vie Inc.

Healthcare
399
+ 20.75%
$154.79 - $180.76 $61.8K - $72.1K
2.32K $398M
VZ
Verizon Communications Inc

Communication Services
1.23K
+ 16.99%
$38.6 - $42.84 $47.4K - $52.7K
8.46K $349M
ADBE
Adobe Inc.

Technology
34
+ 6.85%
$439.02 - $555.54 $14.9K - $18.9K
530 $294M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
159
+ 9.68%
$196.29 - $215.75 $31.2K - $34.3K
1.8K $380M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.56K
New
$25.73 - $27.44 $40.2K - $42.9K
1.56K $41.1M
PEP
Pepsico Inc

Consumer Defensive
358
+ 18.56%
$163.33 - $183.11 $58.5K - $65.6K
2.29K $377M
C
Citigroup Inc

Financial Services
543
+ 5.41%
$57.02 - $64.74 $31K - $35.2K
10.6K $671M
VB
Vanguard Small Cap ETF

ETFs
166
New
$210.76 - $226.94 $35K - $37.7K
166 $36.2M
VEA
Vanguard Ftse Developed Market

ETFs
1.48K
+ 2.74%
$47.83 - $51.21 $70.9K - $75.9K
55.5K $2.74B
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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