Turtle Creek Wealth Advisors, LLC New Holdings in Q4 2025

Turtle Creek Wealth Advisors, LLC

  • $1.27 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.9K
New
$96.34 - $98.02 $1.24M - $1.26M
12.9K $1.25B
USFR
Wisdomtree Floating Rate Treas

ETFs
19.3K
New
$50.24 - $50.4 $967K - $971K
19.3K $969M
SHOP
Shopify Inc.

Technology
5.23K
New
$146.04 - $179.01 $764K - $937K
5.23K $843M
APP
App Lovin Corp

Technology
1.06K
New
$552.64 - $704.09 $586K - $746K
1.06K $714M
HBAN
Huntington Bancshares Inc

Financial Services
38.8K
New
$15.16 - $17.21 $589K - $668K
38.8K $674M
XLP
Consumer Staples Sector Spdr

ETFs
8.06K
New
N/A
8.06K $626M
Anglogold Ashanti PLC
5.03K
New
N/A
5.03K $429M
KGC
Kinross Gold Corp

Basic Materials
15K
New
$22.47 - $27.58 $337K - $414K
15K $422M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.98K
New
$117.6 - $129.07 $351K - $385K
2.98K $405M
CCB
Coastal Financial Corp

Financial Services
3.52K
New
$99.77 - $112.19 $351K - $395K
3.52K $403M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
3.61K
New
$103.32 - $112.12 $373K - $405K
3.61K $372M
ROLL
Rbc Bearings Inc

Industrials
816
New
N/A
816 $366M
NVS
Novartis Ag

Healthcare
2.59K
New
$121.8 - $132.39 $315K - $343K
2.59K $357M
TFC
Truist Financial Corp

Financial Services
7.02K
New
$41.09 - $45.64 $288K - $320K
7.02K $345M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.06K
New
$106.25 - $112.78 $325K - $345K
3.06K $340M
FCX
Freeport Mcmoran Inc

Basic Materials
6.32K
New
$38.65 - $43.31 $244K - $274K
6.32K $321M
EVR
Evercore Inc.

Financial Services
929
New
$291.66 - $334.01 $271K - $310K
929 $316M
GWRE
Guidewire Software, Inc.

Technology
1.55K
New
$215.32 - $254.23 $333K - $393K
1.55K $311M
JLL
Jones Lang Lasalle Inc

Real Estate
921
New
$283.23 - $316.99 $261K - $292K
921 $310M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.45K
New
$50.39 - $55.82 $274K - $304K
5.45K $308M
EBAY
Ebay Inc

Consumer Cyclical
3.45K
New
$80.85 - $99.58 $279K - $344K
3.45K $300M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
384
New
$557.73 - $694.99 $214K - $267K
384 $296M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.59K
New
$79.1 - $82.39 $284K - $296K
3.59K $296M
CTSH
Cognizant Technology Solutions Corp

Technology
3.56K
New
$65.47 - $74.66 $233K - $266K
3.56K $295M
DOV
Dover Corp

Industrials
1.48K
New
$161.16 - $183.97 $239K - $273K
1.48K $289M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.65K
New
$155.17 - $185.52 $256K - $306K
1.65K $280M
OMC
Omnicom Group Inc.

Communication Services
3.44K
New
$72.23 - $81.23 $249K - $280K
3.44K $278M
PJT
Pjt Partners Inc.

Financial Services
1.63K
New
$161.11 - $182.78 $262K - $297K
1.63K $272M
ALLE
Allegion PLC

Industrials
1.7K
New
$161.25 - $179.47 $274K - $305K
1.7K $270M
CAH
Cardinal Health Inc

Healthcare
1.3K
New
$153.27 - $206.06 $199K - $268K
1.3K $267M
YUM
Yum Brands Inc

Consumer Cyclical
1.75K
New
$138.21 - $153.19 $242K - $268K
1.75K $265M
NSC
Norfolk Southern Corp

Industrials
912
New
$279.53 - $300.15 $255K - $274K
912 $263M
EXPE
Expedia Group, Inc.

Consumer Cyclical
916
New
$210.33 - $273.65 $193K - $251K
916 $260M
KMB
Kimberly Clark Corp

Consumer Defensive
2.56K
New
$100.05 - $123.23 $256K - $316K
2.56K $258M
BIIB
Biogen Inc.

Healthcare
1.46K
New
$142.26 - $167.55 $208K - $245K
1.46K $257M
Unilever PLC
3.92K
New
N/A
3.92K $256M
FTNT
Fortinet, Inc.

Technology
3.21K
New
$80.54 - $87.52 $259K - $281K
3.21K $255M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.85K
New
$122.36 - $133.85 $226K - $247K
1.85K $255M
VB
Vanguard Small Cap ETF

ETFs
984
New
$248.1 - $260.08 $244K - $256K
984 $254M
MTD
Mettler Toledo International Inc

Healthcare
179
New
$1273.67 - $1447.81 $228K - $259K
179 $250M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.52K
New
$93.79 - $100.35 $236K - $252K
2.52K $247M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.35K
New
$147.71 - $162.85 $200K - $220K
1.35K $244M
FANG
Diamondback Energy, Inc.

Energy
1.61K
New
$137.29 - $149.2 $222K - $241K
1.61K $243M
PCAR
Paccar Inc

Industrials
2.21K
New
$93.0 - $101.08 $206K - $224K
2.21K $242M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.19K
New
$167.03 - $197.04 $199K - $234K
1.19K $237M
STE
Steris PLC

Healthcare
901
New
$235.48 - $267.99 $212K - $241K
901 $228M
PRU
Prudential Financial Inc

Financial Services
1.99K
New
$99.13 - $107.85 $198K - $215K
1.99K $225M
DAL
Delta Air Lines, Inc.

Industrials
3.2K
New
$55.65 - $62.32 $178K - $199K
3.2K $222M
NDAQ
Nasdaq, Inc.

Financial Services
2.27K
New
$85.42 - $91.4 $194K - $207K
2.27K $220M
Activity Summary
Buys All Purchases 278 New Holdings 57 Increased Positions 221 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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