Turtle Creek Wealth Advisors, LLC Reduced Holdings in Q2 2024

Turtle Creek Wealth Advisors, LLC

  • $432 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-56.3K
- 90.67%
$192.53 - $231.41 $10.8M - $13M
5.79K $1.31B
XLV
Select Sector Spdr Fund Health

ETFs
-34.6K
- 95.34%
$138.43 - $147.09 $4.8M - $5.1M
1.7K $247M
XLF
Financial Sector Spdr

ETFs
-120K
- 95.2%
$39.59 - $42.49 $4.76M - $5.11M
6.06K $249M
XLY
Select Sector Spdr Consumer Di

ETFs
-22.8K
- 91.06%
$169.76 - $184.45 $3.87M - $4.2M
2.24K $408M
UNH
Unitedhealth Group Inc

Healthcare
-7.99K
- 80.93%
$439.2 - $524.63 $3.51M - $4.19M
1.88K $958M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-12K
- 47.51%
$76.09 - $82.16 $915K - $988K
13.3K $1.04B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.8K
- 71.94%
$49.55 - $50.44 $784K - $798K
6.17K $309M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-3.78K
- 8.72%
$100.94 - $106.2 $381K - $401K
39.5K $4.14B
IWR
Ishares Russell Mid Cap ETF

ETFs
-779
- 1.32%
$78.66 - $83.59 $61.3K - $65.1K
58.1K $4.71B
INTC
Intel Corp

Technology
-55
- 0.44%
$29.85 - $44.52 $1.64K - $2.45K
12.5K $388M
SBUX
Starbucks Corp

Consumer Cyclical
-334
- 5.99%
$72.5 - $91.53 $24.2K - $30.6K
5.24K $408M
TCBI
Texas Capital Bancshares Inc

Financial Services
-1.43K
- 12.95%
$55.51 - $62.36 $79.6K - $89.4K
9.64K $589M
VOE
Vanguard Mid Cap Value Index F

ETFs
-459
- 14.12%
$146.82 - $155.77 $67.4K - $71.5K
2.79K $420M
THO
Thor Industries Inc

Consumer Cyclical
-28
- 1.17%
$88.93 - $116.19 $2.49K - $3.25K
2.36K $221M
NOW
Service Now, Inc.

Technology
-37
- 10.36%
$643.29 - $786.67 $23.8K - $29.1K
320 $252M
GBIL
Goldman Sachs Access Treasury

ETFs
-84
- 1.04%
$99.66 - $100.12 $8.37K - $8.41K
7.98K $799M
IEO
Ishares Tr

ETFs
-127
- 48.47%
$96.41 - $111.94 $12.2K - $14.2K
135 $13.4M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.09K
- 6.41%
$12.52 - $13.67 $13.6K - $14.8K
15.9K $217M
VTV
Vanguard Value ETF

ETFs
-12
- 50.0%
$154.57 - $163.65 $1.85K - $1.96K
12 $1.93M
VBTX
Veritex Holdings, Inc.

Financial Services
-1
- 0.01%
$19.26 - $21.69 $19.3 - $21.7
17.6K $372M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 2.24%
$414.65 - $485.21 $6.22K - $7.28K
654 $313M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-65
- 1.87%
$316.15 - $367.33 $20.5K - $23.9K
3.41K $1.24B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-618
- 0.93%
$108.78 - $119.23 $67.2K - $73.7K
65.5K $7.78B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-101
- 0.45%
$272.21 - $298.72 $27.5K - $30.2K
22.3K $6.65B
GOOG
Alphabet Inc.

Communication Services
-463
- 5.17%
$151.94 - $186.86 $70.3K - $86.5K
8.49K $1.56B
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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