test

Benjamin Carter

@Turtle Creek Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$498.774MTotal holdings173
Assets growth rate15.49%Assets growth rate (2-Q avg)10.71%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Turtle Creek Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Turtle Creek Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 498.774M in assets, with a quarterly growth rate of 15.49% and a 2-quarter average growth rate of 10.71%. The portfolio is managed by Benjamin Carter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -3.38%
10.96%
$54.637M
103,543 shares@ $527.68 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.51%
1.65%
$8.184M
65,149 shares@ $125.62 avg price
LENLennar Corp
Recent Activity
Decreased -0.24%
1.47%
$7.293M
38,899 shares@ $187.49 avg price
IEMGIshares Inc
Recent Activity
Decreased -46.98%
1.09%
$5.393M
93,939 shares@ $57.42 avg price
IWRIshares Tr
Recent Activity
Decreased -0.1%
1.03%
$5.114M
58,024 shares@ $88.14 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Decreased -1.02%
0.99%
$4.905M
24,695 shares@ $198.65 avg price
EOGEog Res Inc
Recent Activity
Decreased -0.65%
0.92%
$4.545M
36,973 shares@ $122.94 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.01%
0.63%
$3.127M
6,332 shares@ $493.81 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.02%
0.62%
$3.07M
18,510 shares@ $165.86 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -1.64%
0.62%
$3.053M
25,976 shares@ $117.54 avg price