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 |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO COM | Stock | 301 | $39,611 | 772 | 0.00 | 772 | +Inf | 12-31-2023 | |
| PACCAR INC COM | Stock | 302 | $39,255 | 402 | 0.00 | 402 | +Inf | 12-31-2023 | |
| AGILENT TECHNOLOGIES INC COM | Stock | 303 | $38,928 | 280 | 0.00 | 280 | +Inf | 12-31-2023 | |
| KEYCORP COM | Stock | 304 | $38,707 | 2,688 | 0.00 | 2,688 | +Inf | 12-31-2023 |
