Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS LLC | 01-26-2024 | 12-31-2023 | 857 | 339,710,461 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC COM | Stock | 151 | $189,031 | 1,307 | 0.00 | 1,307 | +Inf | 12-31-2023 | |
| UNION PAC CORP COM | Stock | 152 | $185,689 | 756 | 0.00 | 756 | +Inf | 12-31-2023 | |
| VANGUARD CONSUMER DISCRETIONARY ETF | ETF | 153 | $181,207 | 595 | 0.00 | 595 | +Inf | 12-31-2023 | |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 154 | $180,521 | 479 | 0.00 | 479 | +Inf | 12-31-2023 |
