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 |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC COM | Stock | 551 | $9,869 | 17 | 0.00 | 17 | +Inf | 12-31-2023 | |
| ROBERT HALF INC. COM | Stock | 552 | $9,847 | 112 | 0.00 | 112 | +Inf | 12-31-2023 | |
| ISHARES MSCI MEXICO ETF | ETF | 553 | $9,770 | 144 | 0.00 | 144 | +Inf | 12-31-2023 | |
| QUEST DIAGNOSTICS INC COM | Stock | 554 | $9,652 | 70 | 0.00 | 70 | +Inf | 12-31-2023 |
