Turtle Creek Wealth Advisors, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $432 Billion distributed in 195 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 $53.6B, Ishares Tr with a value of $25.5B, Microsoft Corp with a value of $13.5B, Apple Inc. with a value of $13.4B, and Ishares Core S&P Mid Cap ETF with a value of $11.9B.
Examining the 13F form we can see an increase of $24.2B in the current position value, from $408B to 432B.
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.
