Turtle Creek Wealth Advisors, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$670.2B

Holdings

118

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
153,631$79.0B11.78%
2
AQLTISHARES TR
418,984$31.7B4.73%
3
XLFSELECT SECTOR SPDR TR
553,300$27.6B4.11%
4
AAPLAPPLE INC
102,818$22.8B3.41%
5
OWLBLUE OWL CAPITAL INC
1,104,521$22.1B3.30%
6
MSFTMICROSOFT CORP
57,674$21.7B3.23%
7
NVDANVIDIA CORPORATION
161,411$17.5B2.61%
8
IJHISHARES TR
264,587$15.4B2.30%
9
JPMJPMORGAN CHASE & CO.
49,863$12.2B1.83%
10
ETENERGY TRANSFER L P
642,369$11.9B1.78%
11
PGPROCTER AND GAMBLE CO
66,069$11.3B1.68%
12
MCDMCDONALDS CORP
35,529$11.1B1.66%
13
AMZNAMAZON COM INC
54,488$10.4B1.55%
14
PAGPPLAINS GP HLDGS L P
483,218$10.3B1.54%
15
BLKBLACKROCK INC
10,701$10.1B1.51%
16
LLYELI LILLY & CO
11,996$9.9B1.48%
17
METAMETA PLATFORMS INC
16,613$9.6B1.43%
18
COSTCOSTCO WHSL CORP NEW
9,753$9.2B1.38%
19
CATCATERPILLAR INC
25,945$8.6B1.28%
20
GOOGLALPHABET INC
55,118$8.5B1.27%
21
XOMEXXON MOBIL CORP
68,760$8.2B1.22%
22
VVISA INC
23,219$8.1B1.21%
23
HDHOME DEPOT INC
21,749$8.0B1.19%
24
ITOTISHARES TR
64,035$7.8B1.17%
25
TJXTJX COS INC NEW
60,891$7.4B1.11%
26
PGRPROGRESSIVE CORP
26,151$7.4B1.10%
27
IWBISHARES TR
23,967$7.4B1.10%
28
TXNTEXAS INSTRS INC
40,818$7.3B1.09%
29
INTUINTUIT
11,538$7.1B1.06%
30
AVGOBROADCOM INC
41,443$6.9B1.04%
31
KLACKLA CORP
9,967$6.8B1.01%
32
AFLAFLAC INC
60,595$6.7B1.01%
33
PHPARKER-HANNIFIN CORP
10,667$6.5B0.97%
34
SYKSTRYKER CORPORATION
17,306$6.4B0.96%
35
ETRENTERGY CORP NEW
73,191$6.3B0.93%
36
APHAMPHENOL CORP NEW
94,949$6.2B0.93%
37
IWRISHARES TR
71,749$6.1B0.91%
38
LRCXLAM RESEARCH CORP
82,345$6.0B0.89%
39
SPYSPDR S&P 500 ETF TR
10,520$5.9B0.88%
40
EOGEOG RES INC
45,606$5.8B0.87%
41
CITHE CIGNA GROUP
16,893$5.6B0.83%
42
ZTSZOETIS INC
32,849$5.4B0.81%
43
GRMNGARMIN LTD
24,608$5.3B0.80%
44
CMECME GROUP INC
19,065$5.1B0.75%
45
MAMASTERCARD INCORPORATED
9,207$5.0B0.75%
46
VEAVANGUARD TAX-MANAGED FDS
98,546$5.0B0.75%
47
UNHUNITEDHEALTH GROUP INC
9,491$5.0B0.74%
48
LENLENNAR CORP
42,041$4.8B0.72%
49
XLUSELECT SECTOR SPDR TR
60,065$4.7B0.71%
50
ACWVISHARES INC
39,525$4.6B0.69%
51
AMATAPPLIED MATLS INC
31,562$4.6B0.68%
52
WMBWILLIAMS COS INC
72,298$4.3B0.64%
53
MLMMARTIN MARIETTA MATLS INC
9,013$4.3B0.64%
54
GOOGALPHABET INC
27,545$4.3B0.64%
55
KOCOCA COLA CO
57,770$4.1B0.62%
56
TTTRANE TECHNOLOGIES PLC
12,231$4.1B0.61%
57
PEPPEPSICO INC
25,450$3.8B0.57%
58
MRKMERCK & CO INC
40,478$3.6B0.54%
59
KMIKINDER MORGAN INC DEL
121,257$3.5B0.52%
60
DUKDUKE ENERGY CORP NEW
28,062$3.4B0.51%
61
UNPUNION PAC CORP
14,281$3.4B0.50%
62
EPDENTERPRISE PRODS PARTNERS L
97,583$3.3B0.50%
63
AZNASTRAZENECA PLC
43,787$3.2B0.48%
64
AMTAMERICAN TOWER CORP NEW
14,623$3.2B0.47%
65
RTXRTX CORPORATION
23,417$3.1B0.46%
66
VEUVANGUARD INTL EQUITY INDEX F
49,901$3.0B0.45%
67
BRK/BBERKSHIRE HATHAWAY INC DEL
5,090$2.7B0.40%
68
OBDCBLUE OWL CAPITAL CORPORATION
183,753$2.7B0.40%
69
APDAIR PRODS & CHEMS INC
9,053$2.7B0.40%
70
IEMGISHARES INC
48,954$2.6B0.39%
71
4I1PHILIP MORRIS INTL INC
16,098$2.6B0.38%
72
IVWISHARES TR
27,170$2.5B0.38%
73
IVVISHARES TR
4,376$2.5B0.37%
74
SBUXSTARBUCKS CORP
24,726$2.4B0.36%
75
IWFISHARES TR
6,628$2.4B0.36%
76
PLDPROLOGIS INC.
21,296$2.4B0.36%
77
CVXCHEVRON CORP NEW
14,029$2.3B0.35%
78
ABTABBOTT LABS
16,273$2.2B0.32%
79
ISRGINTUITIVE SURGICAL INC
4,117$2.0B0.30%
80
CMCSACOMCAST CORP NEW
55,095$2.0B0.30%
81
BXBLACKSTONE INC
13,982$2.0B0.29%
82
EFGISHARES TR
18,016$1.8B0.27%
83
SPYGSPDR SER TR
18,914$1.5B0.23%
84
COPCONOCOPHILLIPS
13,738$1.4B0.22%
85
MDXGMIMEDX GROUP INC
181,700$1.4B0.21%
86
OKEONEOK INC NEW
13,125$1.3B0.19%
87
WMTWALMART INC
13,263$1.2B0.17%
88
EFAISHARES TR
13,285$1.1B0.16%
89
NKENIKE INC
15,027$953.9M0.14%
90
MASMASCO CORP
13,221$919.4M0.14%
91
APAAPA CORPORATION
43,556$915.5M0.14%
92
TAT&T INC
26,602$752.3M0.11%
93
NVONOVO-NORDISK A S
10,532$731.3M0.11%
94
TRVCCITIGROUP INC
10,161$721.3M0.11%
95
BACBANK AMERICA CORP
16,169$674.7M0.10%
96
PAAPLAINS ALL AMERN PIPELINE L
33,334$666.7M0.10%
97
GSIEGOLDMAN SACHS ETF TR
18,415$656.5M0.10%
98
MPLXMPLX LP
11,849$634.2M0.09%
99
CSCOCISCO SYS INC
10,269$633.7M0.09%
100
CLOVCLOVER HEALTH INVESTMENTS CO
170,000$610.3M0.09%
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