Turtle Creek Wealth Advisors LLC Increases Holdings in …

Turtle Creek Wealth Advisors LLC Increases Holdings In …

1 day from now

1 day ago  · Turtle Creek Wealth Advisors LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 5.3% in the third quarter, HoldingsChannel reports. The fund owned 24,620 shares of the e-commerce giant’s stock after buying an additional 1,247 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Amazon.com were worth $4,587,000 at the …

tickerreport.com

JPMorgan Chase & Co. (NYSE:JPM) Holdings Boosted By Turtle …

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Nov 21, 2024  · Turtle Creek Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.9% in the 3rd quarter, according to its most recent Form 13F filing with ...

etfdailynews.com

Turtle Creek Wealth Advisors LLC Has $4.59 Million ... - Defense …

1 day from now

1 day ago  · Turtle Creek Wealth Advisors LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 5.3% in the third quarter, according to the company in its most recent 13F ...

defenseworld.net

JPMorgan Chase & Co. (NYSE:JPM) Holdings Boosted By Turtle …

1 day from now

Nov 21, 2024  · Turtle Creek Wealth Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 2.9% in the third quarter, Holdings Channel reports. The institutional investor owned 40,454 shares of the financial services provider’s stock after acquiring an additional 1,146 shares during the period.

americanbankingnews.com

TURTLE CREEK WEALTH ADVISORS, LLC Top 13F Holdings

1 day from now

Turtle Creek Wealth Advisors is a large advisory firm with 86 clients and discretionary assets under management (AUM) of $801,233,797 (Form ADV from 2024-10-08). Their last reported 13F filing for Q3 2024 included $498,773,976 in managed 13F securities and a top 10 holdings concentration of 37.52%.

whalewisdom.com

Turtle Creek Wealth Advisors LLC Purchases 43,865 Shares

1 day from now

Nov 19, 2024  · Turtle Creek Wealth Advisors LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 924.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.The institutional investor owned 48,612 shares of the semiconductor manufacturer's stock after purchasing an additional 43,865 …

marketbeat.com

Turtle Creek Wealth Advisors LLC Grows Stock Holdings In

1 day from now

Aug 31, 2024  · Turtle Creek Wealth Advisors LLC lifted its position in EOG Resources, Inc. (NYSE:EOG - Free Report) by 24.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 37,215 shares of the energy exploration company's stock after purchasing an additional 7,406

marketbeat.com

Schneider Downs Wealth Management Advisors LP Acquires 2,026 …

1 day from now

1 day ago  · River Street Advisors LLC raised its holdings in Amazon.com by 2.9% in the 3rd quarter. ... Turtle Creek Wealth Advisors LLC now owns 24,620 shares of the e-commerce giant’s stock valued at ...

defenseworld.net

Turtle Creek Wealth Advisors LLC Increases Stake In ... - ETF Daily …

1 day from now

Sep 29, 2024  · Turtle Creek Wealth Advisors LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 10.1% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned ...

etfdailynews.com

Turtle Creek Wealth Advisors LLC Acquires 325 Shares Of

1 day from now

Nov 16, 2024  · The fund owned 9,758 shares of the software maker’s stock after purchasing an additional 325 shares during the quarter. Intuit comprises 1.2% of Turtle Creek Wealth Advisors LLC’s holdings, making the stock its 24th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Intuit were worth $6,060,000 as of its most recent SEC filing.

techdows.com

Turtle Creek Wealth Advisors LLC Purchases 192 Shares Of

1 day from now

Nov 16, 2024  · Turtle Creek Wealth Advisors LLC lifted its holdings in Chubb Limited (NYSE:CB – Free Report) by 21.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,086 shares of the financial services provider’s stock after acquiring an additional 192 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Chubb were worth $313,000 as […]

techdows.com

Turtle Creek Wealth Advisors LLC Boosts Stock Position In Johnson ...

1 day from now

Sep 2, 2024  · Turtle Creek Wealth Advisors LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 26.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,216 shares of the company’s stock after purchasing an additional 1,076 shares […]

americanbankingnews.com

Turtle Creek Wealth Advisors LLC Buys 187 Shares Of Applied …

1 day from now

Nov 16, 2024  · Turtle Creek Wealth Advisors LLC boosted its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 0.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).The firm owned 27,043 shares of the manufacturing equipment provider’s stock after acquiring an …

mayfieldrecorder.com

Turtle Creek Wealth Advisors 13F Annual Report (2024) - Wallmine

1 day from now

$340 billion Assets Under Management (AUM) As of 19th January 2024, Turtle Creek Wealth Advisors’s top holding is 61,847 shares of Vanguard S&p 500 Etf currently worth over $27 billion and making up 8.0% of the portfolio value. In addition, the fund holds 291,008 shares of Ishares Core Msci Eafe Etf worth $20.5 billion.The third-largest holding is Schwab Charles Family Fd …

wallmine.com

$499Million Turtle Creek Wealth Advisors, LLC Q3 2024 13F …

1 day from now

Turtle Creek Wealth Advisors, LLC reported 173 stock holdings with total value $499M as of Q3 2024. Top holdings included VOO, IEFA, XLV, AAPL, and MSFT. ... Turtle Creek Wealth Advisors, LLC Q3 2024 13F Holdings Report, Stock Holdings Signature - Title Benjamin Carter - CCO Location Dallas, TX Holdings as of ...

portfoliosavvy.com

Turtle Creek Wealth Advisors LLC Grows Holdings In Wells Fargo ...

1 day from now

Nov 16, 2024  · Turtle Creek Wealth Advisors LLC lifted its position in shares of Wells Fargo & Company (NYSE:WFC) by 18.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 6,123 shares of the financial services provider’s stock after purchasing an additional 935 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Wells Fargo & …

mayfieldrecorder.com

Turtle Creek Wealth Advisors LLC Grows Holdings In Invesco S&P …

1 day from now

Nov 16, 2024  · Turtle Creek Wealth Advisors LLC grew its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 8.8% in the third quarter, HoldingsChannel.com reports. The firm owned 1,515 shares of the company’s stock after acquiring an additional 122 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Invesco S&P 500 […]

mayfieldrecorder.com

Sage Advisors LLC Raises Stock Holdings In Blue Owl ... - MarketBeat

1 day from now

Nov 17, 2024  · Turtle Creek Wealth Advisors LLC boosted its holdings in shares of Blue Owl Capital by 9.2% during the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 19,037 shares of the company's stock valued at $277,000 after purchasing an additional 1,600 shares during the last quarter.

marketbeat.com