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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
PVALPutnam Etf Trust
Recent Activity
New Position
1.35%
$6.696M
176,495 shares@ $37.94 avg price
PFEPfizer Inc
Recent Activity
New Position
0.06%
$262,428
9,068 shares@ $28.95 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.06%
$259,402
3,454 shares@ $75.11 avg price
PMPhilip Morris Intl Inc
Recent Activity
New Position
0.06%
$250,084
2,060 shares@ $121.4 avg price
PGRProgressive Corp
Recent Activity
New Position
0.05%
$242,848
957 shares@ $253.76 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.05%
$239,831
21,356 shares@ $11.24 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.05%
$238,441
2,844 shares@ $83.85 avg price
UNPUnion Pac Corp
Recent Activity
New Position
0.05%
$235,388
955 shares@ $246.48 avg price
CMECme Group Inc
Recent Activity
New Position
0.05%
$233,448
1,058 shares@ $220.66 avg price
SPGIS&p Global Inc
Recent Activity
New Position
0.05%
$231,446
448 shares@ $516.63 avg price