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Stacy K Creekmur

@Creekmur Asset Management Llc

Latest period2024 - Q3ReportedManaged Assets$425.807MTotal holdings1013
Assets growth rate9.85%Assets growth rate (2-Q avg)21.24%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Creekmur Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1013 positions.

Assets under management

The assets under management (AUM) of Creekmur Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 425.807M in assets, with a quarterly growth rate of 9.85% and a 2-quarter average growth rate of 21.24%. The portfolio is managed by Stacy K Creekmur, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.35%
1.39%
$5.881M
25,241 shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.67%
0.91%
$3.871M
20,774 shares@ $186.33 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.26%
0.75%
$3.167M
27,015 shares@ $117.22 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Decreased -1.25%
0.7%
$2.958M
48,430 shares@ $61.08 avg price
IYHIshares Tr
Recent Activity
Decreased -0.11%
0.46%
$1.917M
29,488 shares@ $65.0 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -1.28%
0.37%
$1.538M
5,158 shares@ $298.13 avg price
IXUSIshares Tr
Recent Activity
Decreased -63.66%
0.36%
$1.523M
20,965 shares@ $72.63 avg price
QDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -13.31%
0.34%
$1.407M
52,757 shares@ $26.67 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.21%
0.29%
$1.217M
2,645 shares@ $460.27 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -0.19%
0.28%
$1.172M
3,014 shares@ $388.73 avg price