Turtle Creek Wealth Advisors, LLC Incresed Positions 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
COST
Costco Wholesale Corp

Consumer Defensive
932
+ 11.82%
$704.88 - $870.75 $657K - $812K
8.82K $7.5B
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
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
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
MPC
Marathon Petroleum Corp

Energy
5.16K
+ 21.92%
$168.76 - $219.13 $871K - $1.13M
28.7K $4.98B
CVX
Chevron Corp

Energy
1.29K
+ 10.33%
$152.57 - $166.33 $196K - $214K
13.7K $2.15B
T
At&T Inc.

Communication Services
1.94K
+ 2.35%
$16.09 - $19.11 $31.2K - $37.1K
84.5K $1.62B
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
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
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