Turtle Creek Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC Turtle Creek Wealth Advisors, LLC | Institutional Filer | ▲ 4.28% | $1.32B | 480 |
Current Portfolio Holdings
Showing all 480 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 170K | $101.4M | 7.66% |
| 2 | IEFA | ISHARES TR | — | 656K | $59.4M | 4.48% |
| 3 | AAPL | Apple Inc. | Technology | 218K | $55.2M | 4.17% |
| 4 | NVDA | NVIDIA Corporation | Technology | 291K | $50.8M | 3.84% |
| 5 | MSFT | Microsoft Corporation | Technology | 106K | $39.3M | 2.97% |
| 6 | GOOGL | Alphabet Inc. | Technology | 91K | $26.3M | 1.98% |
| 7 | CAT | Caterpillar Inc. | Industrials | 34K | $24.0M | 1.81% |
| 8 | LLY | Eli Lilly and Company | Healthcare | 26K | $23.5M | 1.78% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 112K | $23.4M | 1.77% |
| 10 | IJH | ISHARES TR | — | 328K | $22.1M | 1.67% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 72K | $21.3M | 1.61% |
| 12 | AVGO | Broadcom Inc. | Technology | 66K | $20.3M | 1.54% |
| 13 | LRCX | Lam Research Corporation | Technology | 95K | $20.3M | 1.53% |
| 14 | PAGP | Plains GP Holdings, L.P. | Energy | 800K | $19.4M | 1.47% |
| 15 | KLAC | KLA Corporation | Technology | 12K | $17.7M | 1.34% |
Showing 1 to 15 of 480 holdings