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
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
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
BAC
Bank Of America Corp

Financial Services
1.91K
+ 19.65%
$34.68 - $40.02 $66.2K - $76.4K
11.6K $463M
HON
Honeywell International Inc

Industrials
355
+ 30.08%
$190.36 - $215.89 $67.6K - $76.6K
1.54K $328M
LMT
Lockheed Martin Corp

Industrials
137
+ 17.19%
$447.57 - $471.51 $61.3K - $64.6K
934 $436M
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
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
VEA
Vanguard Ftse Developed Market

ETFs
1.48K
+ 2.74%
$47.83 - $51.21 $70.9K - $75.9K
55.5K $2.74B
GM
General Motors CO

Consumer Cyclical
381
+ 3.17%
$42.37 - $48.86 $16.1K - $18.6K
12.4K $576M
Linde PLC
107
+ 15.53%
N/A
796 $349M
AMD
Advanced Micro Devices Inc

Technology
360
+ 20.92%
$144.27 - $183.34 $51.9K - $66K
2.08K $338M
ETN
Eaton Corp PLC

Industrials
70
+ 3.31%
$303.02 - $340.89 $21.2K - $23.9K
2.18K $684M
FDX
Fedex Corp

Industrials
44
+ 4.7%
$245.11 - $299.84 $10.8K - $13.2K
981 $294M
CB
Chubb LTD

Financial Services
86
+ 10.64%
$243.01 - $274.28 $20.9K - $23.6K
894 $228M
ABT
Abbott Laboratories

Healthcare
504
+ 12.59%
$100.73 - $112.44 $50.8K - $56.7K
4.51K $468M
MS
Morgan Stanley

Financial Services
56
+ 2.21%
$86.19 - $101.53 $4.83K - $5.69K
2.59K $252M
MGA
Magna International Inc

Consumer Cyclical
1.98K
+ 32.63%
$41.55 - $53.33 $82.4K - $106K
8.06K $338M
LENB
Lennar Corporation Cl B
51
+ 124.39%
N/A
92 $12.8M
CRM
Salesforce, Inc.

Technology
179
+ 19.1%
$218.01 - $304.74 $39K - $54.5K
1.12K $287M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
15
+ 1.9%
$87.24 - $97.37 $1.31K - $1.46K
806 $77.8M
VO
Vanguard Mid Cap ETF

ETFs
52
+ 4.51%
$234.99 - $248.98 $12.2K - $12.9K
1.21K $292M
F
Ford Motor CO

Consumer Cyclical
1.44K
+ 6.84%
$11.56 - $13.65 $16.6K - $19.6K
22.4K $281M
L
Loews Corp

Financial Services
22
+ 0.79%
$73.14 - $77.98 $1.61K - $1.72K
2.82K $211M
NOC
Northrop Grumman Corp

Industrials
22
+ 4.6%
$423.42 - $488.06 $9.32K - $10.7K
500 $218M
ACN
Accenture PLC

Technology
24
+ 3.58%
$281.76 - $339.17 $6.76K - $8.14K
694 $211M
LEN
Lennar Corp

Consumer Cyclical
4.86K
+ 14.25%
$148.72 - $170.85 $723K - $831K
39K $5.84B
EFG
Msci Eafe Growth ETF

ETFs
5
+ 0.03%
$97.17 - $106.25 $486 - $531
18K $1.84B
NKE
Nike, Inc.

Consumer Cyclical
182
+ 5.89%
$75.37 - $97.18 $13.7K - $17.7K
3.27K $247M
DIS
Walt Disney CO

Communication Services
15
+ 0.61%
$99.29 - $122.82 $1.49K - $1.84K
2.47K $245M
COP
Conocophillips

Energy
224
+ 3.45%
$109.39 - $133.52 $24.5K - $29.9K
6.72K $768M
MA
Mastercard Inc

Financial Services
192
+ 3.13%
$441.1 - $479.43 $84.7K - $92.1K
6.33K $2.79B
HD
Home Depot, Inc.

Consumer Cyclical
311
+ 3.79%
$325.1 - $368.03 $101K - $114K
8.52K $2.93B
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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