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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
IEFAIshares Tr
Recent Activity
Increased 15.32%
6.33%
$31.543M
404,133 shares@ $78.05 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 7179.42%
3.82%
$19.004M
123,386 shares@ $154.03 avg price
AAPLApple Inc
Recent Activity
Increased 4.58%
3.11%
$15.508M
66,556 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.31%
2.71%
$13.473M
31,311 shares@ $430.3 avg price
IJHIshares Tr
Recent Activity
Increased 2.9%
2.63%
$13.08M
209,888 shares@ $62.32 avg price
OWLBlue Owl Capital Inc
Recent Activity
Increased 0.16%
2.6%
$12.92M
667,371 shares@ $19.37 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 9223.99%
1.95%
$9.681M
116,643 shares@ $83.0 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.18%
1.76%
$8.754M
72,085 shares@ $121.44 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.92%
1.72%
$8.53M
40,454 shares@ $210.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 924.06%
1.69%
$8.386M
48,612 shares@ $172.5 avg price