Turtle Creek Wealth Advisors, LLC New Holdings in Q3 2025

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
2.93K
New
$74.14 - $89.98 $217K - $264K
2.93K $264M
D
Dominion Energy, Inc

Utilities
4.3K
New
$56.32 - $62.1 $242K - $267K
4.3K $263M
Flotek Inds Inc Del
18K
New
N/A
18K $262M
EMR
Emerson Electric CO

Industrials
1.95K
New
$128.6 - $149.63 $251K - $292K
1.95K $256M
EQIX
Equinix Inc

Real Estate
327
New
$756.7 - $811.13 $247K - $265K
327 $256M
SYY
Sysco Corp

Consumer Defensive
3.1K
New
$76.33 - $82.51 $237K - $256K
3.1K $255M
LHX
L3 Harris Technologies, Inc.

Industrials
831
New
$252.18 - $305.41 $210K - $254K
831 $254M
BDX
Becton Dickinson & CO

Healthcare
1.34K
New
$172.41 - $199.66 $232K - $268K
1.34K $252M
VST
Vistra Corp.

Utilities
1.28K
New
$182.0 - $217.92 $233K - $279K
1.28K $251M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.73K
New
$91.44 - $91.77 $250K - $251K
2.73K $251M
KEY
Keycorp

Financial Services
13.1K
New
$17.37 - $19.39 $228K - $255K
13.1K $245M
AIG
American International Group, Inc.

Financial Services
3.1K
New
$76.34 - $85.87 $236K - $266K
3.1K $243M
NTAP
Net App, Inc.

Technology
2.05K
New
$101.1 - $126.36 $207K - $259K
2.05K $243M
FICO
Fair Isaac Corp

Technology
161
New
$1311.26 - $1869.83 $211K - $301K
161 $241M
CSX
Csx Corp

Industrials
6.75K
New
$32.05 - $36.52 $216K - $246K
6.75K $240M
AJG
Arthur J. Gallagher & Co.

Financial Services
769
New
$284.17 - $319.49 $219K - $246K
769 $238M
AMP
Ameriprise Financial Inc

Financial Services
483
New
$486.13 - $544.55 $235K - $263K
483 $237M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.85K
New
$71.86 - $87.45 $205K - $249K
2.85K $237M
JCI
Johnson Controls International PLC

Industrials
2.13K
New
$103.24 - $111.73 $220K - $238K
2.13K $235M
AXON
Axon Enterprise, Inc.

Industrials
325
New
$698.02 - $870.97 $227K - $283K
325 $233M
SLV
I Shares Silver Trust

ETFs
5.5K
New
$32.73 - $42.5 $180K - $234K
5.5K $233M
WDC
Western Digital Corp

Technology
1.92K
New
$63.84 - $120.06 $123K - $231K
1.92K $231M
UI
Ubiquiti Inc.

Technology
349
New
$388.83 - $660.58 $136K - $231K
349 $231M
DTE
Dte Energy CO

Utilities
1.61K
New
$130.26 - $141.49 $210K - $228K
1.61K $228M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
New
$185.88 - $207.44 $208K - $232K
1.12K $225M
ROP
Roper Technologies Inc

Industrials
449
New
$495.03 - $573.0 $222K - $257K
449 $224M
BMY
Bristol Myers Squibb CO

Healthcare
4.89K
New
$43.31 - $48.98 $212K - $240K
4.89K $221M
MSCI
Msci Inc.

Financial Services
385
New
$526.48 - $588.0 $203K - $226K
385 $218M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.95K
New
$98.99 - $112.2 $193K - $219K
1.95K $216M
PSX
Phillips 66

Energy
1.58K
New
$118.37 - $139.46 $187K - $220K
1.58K $215M
SIL
Global X Silver Miners ETF

ETFs
3K
New
$47.34 - $71.63 $142K - $215K
3K $215M
RJF
Raymond James Financial Inc

Financial Services
1.24K
New
$154.64 - $176.43 $192K - $219K
1.24K $215M
MNST
Monster Beverage Corp

Consumer Defensive
3.19K
New
$58.65 - $67.31 $187K - $215K
3.19K $215M
VMC
Vulcan Materials CO

Basic Materials
695
New
$260.62 - $307.62 $181K - $214K
695 $214M
ED
Consolidated Edison Inc

Utilities
2.12K
New
$95.57 - $105.36 $202K - $223K
2.12K $213M
ALL
Allstate Corp

Financial Services
990
New
$192.0 - $214.65 $190K - $213K
990 $213M
NRG
Nrg Energy, Inc.

Utilities
1.31K
New
$144.77 - $173.91 $190K - $228K
1.31K $212M
CBRE
Cbre Group, Inc.

Real Estate
1.35K
New
$137.04 - $165.9 $185K - $223K
1.35K $212M
PFG
Principal Financial Group Inc

Financial Services
2.56K
New
$75.53 - $82.95 $193K - $212K
2.56K $212M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.06K
New
$185.65 - $214.38 $196K - $226K
1.06K $212M
Te Connectivity PLC
961
New
N/A
961 $211M
IR
Ingersoll Rand Inc.

Industrials
2.55K
New
$74.98 - $89.02 $191K - $227K
2.55K $211M
CMS
Cms Energy Corp

Utilities
2.87K
New
$69.37 - $74.67 $199K - $214K
2.87K $210M
BLDR
Builders First Source, Inc.

Industrials
1.72K
New
$116.91 - $149.21 $201K - $257K
1.72K $209M
VLO
Valero Energy Corp

Energy
1.2K
New
$131.77 - $175.63 $159K - $211K
1.2K $205M
WDAY
Workday, Inc.

Technology
847
New
$213.69 - $247.69 $181K - $210K
847 $204M
Kenvue Inc
12.1K
New
N/A
12.1K $197M
PRME
Prime Medicine, Inc.
25K
New
$2.73 - $5.56 $68.3K - $139K
25K $139M
VTRS
Viatris Inc

Healthcare
11.2K
New
$8.74 - $10.69 $97.7K - $120K
11.2K $111M
Activity Summary
Buys All Purchases 295 New Holdings 102 Increased Positions 193 Sells All Sells 28 Reductions 28 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