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Turtle Creek Wealth Advisors LLC Top Holdings
As of  12/31/2023, below is a summary of the Turtle Creek Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Turtle Creek Wealth Advisors LLC. In the Turtle Creek Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Turtle Creek Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Turtle Creek Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 61,847 +61,847 $27,015
     VOO61,847+61,847$27,015
ISHARES CORE MSCI EAFE ETF (IEFA) 291,008 +291,008 $20,472
     IEFA291,008+291,008$20,472
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY      $13,006
     Money Market Fund13,005,935+13,005,935$13,006
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 62,032 +62,032 $11,940
     XLK62,032+62,032$11,940
BLUE OWL CAPITAL INC COM CL A 666,371 +666,371 $9,929
     OWL666,371+666,371$9,929
MICROSOFT CORP COM 25,139 +25,139 $9,453
     MSFT25,139+25,139$9,453
APPLE INC COM 47,827 +47,827 $9,208
     AAPL47,827+47,827$9,208
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 67,253 +67,253 $7,077
     ITOT67,253+67,253$7,077
JPMORGAN CHASE & CO COM 33,780 +33,780 $5,746
     JPM33,780+33,780$5,746
LAM RESEARCH CORP COM 6,482 +6,482 $5,077
     LRCX6,482+6,482$5,077
COSTCO WHSL CORP NEW COM 7,274 +7,274 $4,801
     COST7,274+7,274$4,801
KLA CORP COM NEW 8,179 +8,179 $4,754
     KLAC8,179+8,179$4,754
CATERPILLAR INC COM 15,866 +15,866 $4,691
     CAT15,866+15,866$4,691
LENNAR CORP CL A      $4,533
     LEN30,381+30,381$4,528
     LEN.B34+34$5
UNITEDHEALTH GROUP INC COM 8,398 +8,398 $4,421
     UNH8,398+8,398$4,421
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV) 43,784 +43,784 $4,394
     ACWV43,784+43,784$4,394
ISHARES CORE S&P MID CAP ETF (IJH) 15,681 +15,681 $4,346
     IJH15,681+15,681$4,346
ISHARES RUSSELL MIDCAP ETF (IWR) 55,426 +55,426 $4,308
     IWR55,426+55,426$4,308
BROADCOM INC COM 3,813 +3,813 $4,256
     AVGO3,813+3,813$4,256
PROLOGIS INC. COM 31,570 +31,570 $4,208
     PLD31,570+31,570$4,208
SPDR S&P 500 ETF TRUST (SPY) 8,824 +8,824 $4,194
     SPY8,824+8,824$4,194
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 23,377 +23,377 $4,180
     XLY23,377+23,377$4,180
ZOETIS INC CL A 20,454 +20,454 $4,037
     ZTS20,454+20,454$4,037
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) 53,917 +53,917 $3,918
     XLC53,917+53,917$3,918
ISHARES RUSSELL 1000 ETF (IWB) 14,382 +14,382 $3,772
     IWB14,382+14,382$3,772
META PLATFORMS INC CL A 10,321 +10,321 $3,653
     META10,321+10,321$3,653
BLACKROCK INC COM 4,344 +4,344 $3,526
     BLK4,344+4,344$3,526
AMPHENOL CORP NEW CL A 33,806 +33,806 $3,351
     APH33,806+33,806$3,351
PARKER HANNIFIN CORP COM 7,173 +7,173 $3,305
     PH7,173+7,173$3,305
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 65,162 +65,162 $3,296
     IEMG65,162+65,162$3,296
APPLIED MATLS INC COM 20,092 +20,092 $3,256
     AMAT20,092+20,092$3,256
NEXTERA ENERGY INC COM 52,344 +52,344 $3,179
     NEE52,344+52,344$3,179
MCDONALDS CORP COM 10,702 +10,702 $3,173
     MCD10,702+10,702$3,173
NUCOR CORP COM 18,132 +18,132 $3,156
     NUE18,132+18,132$3,156
AFLAC INC COM 37,619 +37,619 $3,104
     AFL37,619+37,619$3,104
THE CIGNA GROUP COM 9,834 +9,834 $2,945
     CI9,834+9,834$2,945
CISCO SYS INC COM 57,574 +57,574 $2,909
     CSCO57,574+57,574$2,909
ELI LILLY & CO COM 4,969 +4,969 $2,897
     LLY4,969+4,969$2,897
COMCAST CORP NEW CL A 65,789 +65,789 $2,885
     CMCSA65,789+65,789$2,885
MARATHON PETE CORP COM 19,429 +19,429 $2,882
     MPC19,429+19,429$2,882
OLD DOMINION FREIGHT LINE INC COM 6,974 +6,974 $2,827
     ODFL6,974+6,974$2,827
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 48,322 +48,322 $2,713
     VEU48,322+48,322$2,713
AMAZON COM INC COM 17,608 +17,608 $2,675
     AMZN17,608+17,608$2,675
MASTERCARD INCORPORATED CL A 6,216 +6,216 $2,651
     MA6,216+6,216$2,651
VISA INC COM CL A 10,183 +10,183 $2,651
     V10,183+10,183$2,651
HOME DEPOT INC COM 7,338 +7,338 $2,543
     HD7,338+7,338$2,543
TJX COS INC NEW COM 26,644 +26,644 $2,499
     TJX26,644+26,644$2,499
MERCK & CO INC COM 21,644 +21,644 $2,360
     MRK21,644+21,644$2,360
EOG RES INC COM 18,921 +18,921 $2,288
     EOG18,921+18,921$2,288
LOWES COS INC COM 9,641 +9,641 $2,146
     LOW9,641+9,641$2,146

See Full List: All Stocks Held By Turtle Creek Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC Info
Size ($ in 1000's)
At 12/31/2023: $339,705
At 09/30/2023: $0

Turtle Creek Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Turtle Creek Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Turtle Creek Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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