Turtle Creek Wealth Advisors, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$431.9B

Holdings

195

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
107,173$53.6B12.41%
2
AQLTISHARES TR
350,445$25.5B5.89%
3
MSFTMICROSOFT CORP
30,308$13.5B3.14%
4
AAPLAPPLE INC
63,647$13.4B3.10%
5
IJHISHARES TR
203,987$11.9B2.76%
6
OWLBLUE OWL CAPITAL INC
666,371$11.8B2.74%
7
IEMGISHARES INC
177,191$9.5B2.20%
8
NVDANVIDIA CORPORATION
66,024$8.2B1.89%
9
LRCXEURLAM RESEARCH CORP
7,641$8.1B1.88%
10
JPMJPMORGAN CHASE & CO.
39,308$8.0B1.84%
11
KLACKLA CORP
9,583$7.9B1.83%
12
ITOTISHARES TR
65,483$7.8B1.80%
13
AVGOBROADCOM INC
4,747$7.6B1.76%
14
COSTCOSTCO WHSL CORP NEW
8,819$7.5B1.74%
15
IWBISHARES TR
22,348$6.6B1.54%
16
METAMETA PLATFORMS INC
13,182$6.6B1.54%
17
CATCATERPILLAR INC
19,823$6.6B1.53%
18
AMATAPPLIED MATLS INC
26,856$6.3B1.47%
19
INTUINTUIT
9,433$6.2B1.44%
20
APHAMPHENOL CORP NEW
88,850$6.0B1.39%
21
LENLENNAR CORP
38,994$5.8B1.35%
22
SYKSTRYKER CORPORATION
15,966$5.4B1.26%
23
PGPROCTER AND GAMBLE CO
31,909$5.3B1.22%
24
ZTSZOETIS INC
29,857$5.2B1.20%
25
AFLAFLAC INC
56,974$5.1B1.18%
26
PHPARKER-HANNIFIN CORP
10,018$5.1B1.17%
27
BLKCHFBLACKROCK INC
6,393$5.0B1.17%
28
MPCMARATHON PETE CORP
28,695$5.0B1.15%
29
CITHE CIGNA GROUP
14,751$4.9B1.13%
30
SPYSPDR S&P 500 ETF TR
8,824$4.8B1.11%
31
MLMMARTIN MARIETTA MATLS INC
8,763$4.7B1.10%
32
IWRISHARES TR
58,084$4.7B1.09%
33
EOGEOG RES INC
37,215$4.7B1.08%
34
LLYELI LILLY & CO
5,157$4.7B1.08%
35
CMCSACOMCAST CORP NEW
115,918$4.5B1.05%
36
AMZNAMAZON COM INC
23,373$4.5B1.05%
37
NUENUCOR CORP
27,941$4.4B1.02%
38
ODFLOLD DOMINION FREIGHT LINE IN
24,951$4.4B1.02%
39
MCDMCDONALDS CORP
17,265$4.4B1.02%
40
VVISA INC
16,191$4.2B0.98%
41
MRKMERCK & CO INC
33,492$4.1B0.96%
42
ACWVISHARES INC
39,525$4.1B0.96%
43
HSYHERSHEY CO
21,985$4.0B0.94%
44
LOWLOWES COS INC
17,147$3.8B0.88%
45
GOOGLALPHABET INC
18,515$3.4B0.78%
46
HDHOME DEPOT INC
8,517$2.9B0.68%
47
TJXTJX COS INC NEW
26,410$2.9B0.67%
48
MAMASTERCARD INCORPORATED
6,333$2.8B0.65%
49
VEUVANGUARD INTL EQUITY INDEX F
47,066$2.8B0.64%
50
VEAVANGUARD TAX-MANAGED FDS
55,543$2.7B0.64%
51
IVWISHARES TR
28,006$2.6B0.60%
52
ETENERGY TRANSFER L P
156,582$2.5B0.59%
53
IVVISHARES TR
4,594$2.5B0.58%
54
CVXCHEVRON CORP NEW
13,730$2.1B0.50%
55
EFGISHARES TR
18,021$1.8B0.43%
56
PWRQUANTA SVCS INC
6,991$1.8B0.41%
57
IWDISHARES TR
9,478$1.7B0.38%
58
TAT&T INC
84,516$1.6B0.37%
59
BRK/BBERKSHIRE HATHAWAY INC DEL
3,903$1.6B0.37%
60
GOOGALPHABET INC
8,490$1.6B0.36%
61
SPYGSPDR SER TR
18,914$1.5B0.35%
62
IVEISHARES TR
7,658$1.4B0.32%
63
XLKSELECT SECTOR SPDR TR
5,789$1.3B0.30%
64
BABOEING CO
7,098$1.3B0.30%
65
APAAPA CORPORATION
43,486$1.3B0.30%
66
MDXGMIMEDX GROUP INC
181,700$1.3B0.29%
67
IWFISHARES TR
3,406$1.2B0.29%
68
RTXRTX CORPORATION
11,748$1.2B0.27%
69
MGKVANGUARD WORLD FD
3,408$1.1B0.25%
70
EFAISHARES TR
13,285$1.0B0.24%
71
UNHUNITEDHEALTH GROUP INC
1,881$957.9M0.22%
72
GBILGOLDMAN SACHS ETF TR
7,983$798.9M0.18%
73
COPCONOCOPHILLIPS
6,715$768.1M0.18%
74
JNJJOHNSON & JOHNSON
5,216$762.4M0.18%
75
EPDENTERPRISE PRODS PARTNERS L
25,955$752.2M0.17%
76
MDYSPDR S&P MIDCAP 400 ETF TR
1,386$741.6M0.17%
77
XOMEXXON MOBIL CORP
6,321$727.7M0.17%
78
IVOOVANGUARD ADMIRAL FDS INC
7,133$707.0M0.16%
79
TSLATESLA INC
3,532$698.9M0.16%
80
ETNEATON CORP PLC
2,182$684.2M0.16%
81
TRVCCITIGROUP INC
10,581$671.5M0.16%
82
WMTWALMART INC
9,807$664.0M0.15%
83
ADXADAMS DIVERSIFIED EQUITY FD
28,106$604.0M0.14%
84
ISRGINTUITIVE SURGICAL INC
1,354$602.3M0.14%
85
TCBITEXAS CAP BANCSHARES INC
9,641$589.5M0.14%
86
GMGENERAL MTRS CO
12,394$575.8M0.13%
87
KOCOCA COLA CO
8,863$564.1M0.13%
88
EFVISHARES TR
10,204$541.2M0.13%
89
TXNTEXAS INSTRS INC
2,716$528.3M0.12%
90
NEENEXTERA ENERGY INC
7,359$521.1M0.12%
91
MGVVANGUARD WORLD FD
4,074$482.8M0.11%
92
TMOTHERMO FISHER SCIENTIFIC INC
859$475.0M0.11%
93
ABTABBOTT LABS
4,506$468.2M0.11%
94
OFIXORTHOFIX MED INC
35,135$465.9M0.11%
95
BACBANK AMERICA CORP
11,631$462.6M0.11%
96
OEFISHARES TR
1,714$453.0M0.10%
97
LMTLOCKHEED MARTIN CORP
934$436.3M0.10%
98
VOEVANGUARD INDEX FDS
2,792$420.0M0.10%
99
AMGNAMGEN INC
1,307$408.4M0.09%
100
XLYSELECT SECTOR SPDR TR
2,237$408.0M0.09%
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