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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
JULMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$137,458
4,414 shares@ $31.15 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.02%
$54,236
2,078 shares@ $26.11 avg price
SPYGSpdr Ser Tr
Recent Activity
New Position
0.02%
$51,848
625 shares@ $82.96 avg price
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$41,689
1,320 shares@ $31.59 avg price
XSCDXLmp Cap & Income Fd Inc
Recent Activity
New Position
0.01%
$37,502
2,132 shares@ $17.6 avg price
SLYGSpdr Ser Tr
Recent Activity
New Position
0.01%
$29,981
322 shares@ $93.11 avg price
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$29,127
297 shares@ $98.08 avg price
MGCVanguard World Fd
Recent Activity
New Position
0.01%
$19,631
95 shares@ $206.65 avg price
IHDGWisdomtree Tr
Recent Activity
New Position
0.01%
$15,858
347 shares@ $45.71 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$14,043
348 shares@ $40.36 avg price