Turtle Creek Wealth Advisors, LLC Q1 2024 Filing

Filed April 30, 2024

Portfolio Value

$407.7B

Holdings

189

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
98,193$47.2B11.58%
2
AQLTISHARES TR
304,274$22.6B5.54%
3
XLKSELECT SECTOR SPDR TR
62,076$12.9B3.17%
4
OWLBLUE OWL CAPITAL INC
666,371$12.6B3.08%
5
MSFTMICROSOFT CORP
26,530$11.2B2.74%
6
IJHISHARES TR
167,048$10.1B2.49%
7
AAPLAPPLE INC
55,670$9.5B2.34%
8
IEMGISHARES INC
155,344$8.0B1.97%
9
ITOTISHARES TR
66,101$7.6B1.87%
10
JPMJPMORGAN CHASE & CO
35,528$7.1B1.75%
11
LRCXEURLAM RESEARCH CORP
6,980$6.8B1.66%
12
IWBISHARES TR
22,449$6.5B1.59%
13
CATCATERPILLAR INC
17,155$6.3B1.54%
14
KLACKLA CORP
8,859$6.2B1.52%
15
NVDANVIDIA CORPORATION
6,618$6.0B1.47%
16
LENLENNAR CORP
34,131$5.9B1.44%
17
COSTCOSTCO WHSL CORP NEW
7,887$5.8B1.42%
18
AVGOBROADCOM INC
4,353$5.8B1.41%
19
METAMETA PLATFORMS INC
11,551$5.6B1.38%
20
XLVSELECT SECTOR SPDR TR
36,344$5.4B1.32%
21
XLFSELECT SECTOR SPDR TR
126,349$5.3B1.31%
22
IWRISHARES TR
58,863$4.9B1.21%
23
AMATAPPLIED MATLS INC
23,956$4.9B1.21%
24
UNHUNITEDHEALTH GROUP INC
9,866$4.9B1.20%
25
MPCMARATHON PETE CORP
23,535$4.7B1.16%
26
PHPARKER-HANNIFIN CORP
8,507$4.7B1.16%
27
APHAMPHENOL CORP NEW
40,380$4.7B1.14%
28
PLDPROLOGIS INC.
35,484$4.6B1.13%
29
SPYSPDR S&P 500 ETF TR
8,824$4.6B1.13%
30
XLYSELECT SECTOR SPDR TR
25,012$4.6B1.13%
31
ACWVISHARES INC
43,301$4.6B1.12%
32
CITHE CIGNA GROUP
12,021$4.4B1.07%
33
MLMMARTIN MARIETTA MATLS INC
7,101$4.4B1.07%
34
NUENUCOR CORP
21,805$4.3B1.06%
35
BLKCHFBLACKROCK INC
5,157$4.3B1.05%
36
PGPROCTER AND GAMBLE CO
26,026$4.2B1.04%
37
ZTSZOETIS INC
24,352$4.1B1.01%
38
ODFLOLD DOMINION FREIGHT LINE IN
18,541$4.1B1.00%
39
AFLAFLAC INC
47,181$4.1B0.99%
40
LLYELI LILLY & CO
4,945$3.8B0.94%
41
CMCSACOMCAST CORP NEW
88,406$3.8B0.94%
42
AMZNAMAZON COM INC
21,220$3.8B0.94%
43
EOGEOG RES INC
29,809$3.8B0.93%
44
MCDMCDONALDS CORP
13,203$3.7B0.91%
45
MRKMERCK & CO INC
26,352$3.5B0.85%
46
VVISA INC
12,456$3.5B0.85%
47
HSYHERSHEY CO
17,444$3.4B0.83%
48
LOWLOWES COS INC
12,454$3.2B0.78%
49
HDHOME DEPOT INC
8,206$3.1B0.77%
50
AMJEURJPMORGAN CHASE & CO
109,137$3.1B0.76%
51
MAMASTERCARD INCORPORATED
6,141$3.0B0.73%
52
VEUVANGUARD INTL EQUITY INDEX F
47,066$2.8B0.68%
53
VEAVANGUARD TAX-MANAGED FDS
54,061$2.7B0.67%
54
TJXTJX COS INC NEW
25,934$2.6B0.65%
55
IVWISHARES TR
28,006$2.4B0.58%
56
ETENERGY TRANSFER L P
143,657$2.3B0.55%
57
GOOGLALPHABET INC
14,880$2.2B0.55%
58
IVVISHARES TR
4,169$2.2B0.54%
59
EFAISHARES TR
25,308$2.0B0.50%
60
CVXCHEVRON CORP NEW
12,445$2.0B0.48%
61
EFGISHARES TR
18,016$1.9B0.46%
62
IWDISHARES TR
9,478$1.7B0.42%
63
IVEISHARES TR
8,148$1.5B0.37%
64
TAT&T INC
82,575$1.5B0.36%
65
MDXGMIMEDX GROUP INC
181,700$1.4B0.34%
66
SPYGSPDR SER TR
18,914$1.4B0.34%
67
GOOGALPHABET INC
8,953$1.4B0.33%
68
BRK/BBERKSHIRE HATHAWAY INC DEL
3,162$1.3B0.33%
69
IWFISHARES TR
3,471$1.2B0.29%
70
CPECALLON PETE CO DEL
32,400$1.2B0.28%
71
RTXRTX CORPORATION
11,478$1.1B0.27%
72
VTEBVANGUARD MUN BD FDS
21,980$1.1B0.27%
73
MGKVANGUARD WORLD FD
3,408$976.8M0.24%
74
BABOEING CO
4,920$949.5M0.23%
75
INTUINTUIT
1,449$941.9M0.23%
76
COPCONOCOPHILLIPS
6,491$826.2M0.20%
77
GBILGOLDMAN SACHS ETF TR
8,067$813.9M0.20%
78
MDYSPDR S&P MIDCAP 400 ETF TR
1,386$771.2M0.19%
79
IVOOVANGUARD ADMIRAL FDS INC
7,133$734.8M0.18%
80
TCBITEXAS CAP BANCSHARES INC
11,075$681.7M0.17%
81
ETNEATON CORP PLC
2,112$660.4M0.16%
82
JNJJOHNSON & JOHNSON
4,140$654.9M0.16%
83
TRVCCITIGROUP INC
10,038$634.8M0.16%
84
EPDENTERPRISE PRODS PARTNERS L
21,580$629.7M0.15%
85
INTCINTEL CORP
12,569$555.2M0.14%
86
EFVISHARES TR
10,204$555.1M0.14%
87
GMGENERAL MTRS CO
12,013$544.8M0.13%
88
WMTWALMART INC
8,776$528.1M0.13%
89
OFIXORTHOFIX MED INC
35,135$510.2M0.13%
90
SBUXSTARBUCKS CORP
5,572$509.2M0.12%
91
VOEVANGUARD INDEX FDS
3,251$506.9M0.12%
92
ISRGINTUITIVE SURGICAL INC
1,236$493.3M0.12%
93
MGVVANGUARD WORLD FD
4,074$486.9M0.12%
94
NEENEXTERA ENERGY INC
7,346$469.5M0.12%
95
ABTABBOTT LABS
4,002$454.9M0.11%
96
ADXADAMS DIVERSIFIED EQUITY FD
22,901$447.0M0.11%
97
KOCOCA COLA CO
7,275$445.1M0.11%
98
TMOTHERMO FISHER SCIENTIFIC INC
731$424.9M0.10%
99
TSLATESLA INC
2,416$424.7M0.10%
100
OEFISHARES TR
1,714$424.1M0.10%
Page 1 of 2Next