Benjamin Carter

@Turtle Creek Wealth Advisors, Llc

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$498.774M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AXPAmerican Express Co Recent Activity New Position	0.05%	$220,757 814 shares@ $271.21 avg price	New Position
JEPQJ P Morgan Exchange Traded F Recent Activity New Position	0.05%	$214,776 3,910 shares@ $54.93 avg price	New Position
UBERUber Technologies Inc Recent Activity New Position	0.05%	$214,732 2,857 shares@ $75.16 avg price	New Position
DEDeere & Co Recent Activity New Position	0.05%	$203,657 488 shares@ $417.33 avg price	New Position
VCRVanguard World Fd Recent Activity New Position	0.05%	$202,586 595 shares@ $340.49 avg price	New Position