Turtle Creek Wealth Advisors, LLC Reduced Holdings in Q4 2025

Turtle Creek Wealth Advisors, LLC

  • $1.27 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
-266K
- 24.76%
$13.77 - $17.17 $3.66M - $4.56M
807K $12.1B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-31.7K
- 87.34%
$117.88 - $120.77 $3.74M - $3.83M
4.6K $546M
AMT
American Tower Corp

Real Estate
-10.2K
- 57.9%
$176.64 - $193.32 $1.8M - $1.97M
7.42K $1.3B
PG
Procter & Gamble CO

Consumer Defensive
-7.01K
- 8.29%
$145.5 - $153.18 $1.02M - $1.07M
77.5K $11.1B
LEN
Lennar Corp

Consumer Cyclical
-3.68K
- 6.78%
$117.91 - $130.07 $434K - $478K
50.5K $5.2B
XLF
Financial Sector Spdr

ETFs
-30.1K
- 65.32%
$51.76 - $53.77 $1.56M - $1.62M
16K $875M
CI
Cigna Corp

Healthcare
-3.34K
- 15.56%
$244.41 - $311.0 $816K - $1.04M
18.1K $4.98B
BX
Blackstone Inc.

Financial Services
-1.29K
- 2.98%
$138.42 - $168.45 $178K - $217K
41.8K $6.45B
TXN
Texas Instruments Inc

Technology
-2.66K
- 6.93%
N/A
35.7K $6.2B
VZ
Verizon Communications Inc

Communication Services
-15.4K
- 51.61%
$38.4 - $43.83 $592K - $675K
14.5K $589M
GLD
Spdr Gold Trust

ETFs
-1.09K
- 32.71%
$354.79 - $403.15 $385K - $437K
2.23K $885M
URI
United Rentals, Inc.

Industrials
-214
- 33.59%
$806.61 - $1020.0 $173K - $218K
423 $342M
Arista Networks Inc
-1.08K
- 17.07%
N/A
5.26K $689M
SLB
Schlumberger Limited

Energy
-7.27K
- 42.23%
$31.72 - $37.61 $231K - $273K
9.95K $382M
WEC
Wec Energy Group, Inc.

Utilities
-1.63K
- 45.0%
$110.61 - $117.5 $181K - $192K
2K $211M
GIS
General Mills Inc

Consumer Defensive
-3.46K
- 36.13%
$45.98 - $50.93 $159K - $176K
6.12K $284M
NKE
Nike, Inc.

Consumer Cyclical
-1.89K
- 15.99%
$60.8 - $74.57 $115K - $141K
9.93K $633M
OTIS
Otis Worldwide Corp

Industrials
-1.7K
- 15.99%
$88.77 - $93.38 $151K - $158K
8.92K $779M
Linde PLC
-177
- 7.74%
N/A
2.11K $900M
AZO
Autozone Inc

Consumer Cyclical
-27
- 28.13%
$3576.14 - $4253.71 $96.6K - $115K
69 $234M
TMUS
T Mobile Us, Inc.

Communication Services
-479
- 25.28%
$201.01 - $233.26 $96.3K - $112K
1.42K $288M
KMI
Kinder Morgan, Inc.

Energy
-2.17K
- 1.75%
$25.84 - $28.46 $56.1K - $61.8K
122K $3.36B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-783
- 16.84%
$91.7 - $105.68 $71.8K - $82.7K
3.87K $353M
DASH
Door Dash, Inc.

Communication Services
-324
- 21.05%
$195.21 - $281.74 $63.2K - $91.3K
1.22K $275M
NOC
Northrop Grumman Corp

Industrials
-141
- 11.85%
$558.0 - $637.95 $78.7K - $90K
1.05K $598M
SO
Southern CO

Utilities
-415
- 4.53%
$90.58 - $99.72 $37.6K - $41.4K
8.76K $764M
OXY
Occidental Petroleum Corp

Energy
-1.06K
- 11.32%
$39.75 - $47.72 $42.1K - $50.6K
8.31K $342M
CMCSA
Comcast Corp

Communication Services
-2.05K
- 9.54%
$26.98 - $31.09 $55.2K - $63.6K
19.4K $580M
WES
Western Midstream Partners, LP

Energy
-2.48K
- 6.72%
$37.26 - $39.65 $92.4K - $98.3K
34.4K $1.36B
USB
Us Bancorp \De\

Financial Services
-2.43K
- 30.16%
$45.28 - $48.26 $110K - $117K
5.63K $300M
O
Realty Income Corp

Real Estate
-1.05K
- 21.09%
$56.12 - $60.64 $59K - $63.7K
3.93K $222M
FAST
Fastenal CO

Industrials
-388
- 5.91%
$40.45 - $48.17 $15.7K - $18.7K
6.18K $248M
MSI
Motorola Solutions, Inc.

Technology
-66
- 11.19%
$379.98 - $462.26 $25.1K - $30.5K
524 $201M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-50
- 4.21%
$252.87 - $320.26 $12.6K - $16K
1.14K $318M
MET
Metlife Inc

Financial Services
-474
- 5.73%
$75.97 - $82.89 $36K - $39.3K
7.79K $615M
KKR
Kkr & Co. Inc.

Financial Services
-440
- 14.43%
$117.52 - $127.65 $51.7K - $56.2K
2.61K $333M
TDG
Trans Digm Group Inc

Industrials
-48
- 17.78%
$1237.71 - $1359.3 $59.4K - $65.2K
222 $295M
RMD
Resmed Inc

Healthcare
-106
- 10.17%
$244.46 - $283.36 $25.9K - $30K
936 $225M
DELL
Dell Technologies Inc.

Technology
-55
- 2.19%
$133.76 - $164.88 $7.36K - $9.07K
2.46K $310M
IVE
Ishares S&P 500 Value ETF

ETFs
-422
- 5.13%
$202.52 - $212.07 $85.5K - $89.5K
7.8K $1.65B
DGRO
Ishares Core Dividend Growth E

ETFs
-721
- 11.63%
$66.93 - $69.17 $48.3K - $49.9K
5.48K $380M
DGX
Quest Diagnostics Inc

Healthcare
-79
- 5.16%
N/A
1.45K $252M
TTWO
Take Two Interactive Software Inc

Communication Services
-132
- 11.7%
$232.0 - $262.29 $30.6K - $34.6K
996 $255M
NTAP
Net App, Inc.

Technology
-90
- 4.39%
$109.44 - $121.82 $9.85K - $11K
1.96K $210M
PFE
Pfizer Inc

Healthcare
-654
- 2.39%
$24.23 - $27.37 $15.8K - $17.9K
26.7K $666M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-168
- 2.49%
$117.68 - $124.18 $19.8K - $20.9K
6.57K $784M
MPWR
Monolithic Power Systems Inc

Technology
-12
- 3.52%
$904.44 - $1105.05 $10.9K - $13.3K
329 $298M
VO
Vanguard Mid Cap ETF

ETFs
-30
- 1.57%
$286.27 - $296.23 $8.59K - $8.89K
1.88K $544M
FICO
Fair Isaac Corp

Technology
-24
- 14.91%
$1512.71 - $1879.55 $36.3K - $45.1K
137 $232M
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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