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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
PSXPhillips 66
Recent Activity
Decreased -8.61%
0.27%
$1.143M
8,698 shares@ $131.45 avg price
USMVIshares Tr
Recent Activity
Decreased -3.28%
0.24%
$1.019M
11,162 shares@ $91.31 avg price
RLIRli Corp
Recent Activity
Decreased -7.63%
0.23%
$947,070
6,111 shares@ $154.98 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Decreased -8.05%
0.21%
$871,371
8,521 shares@ $102.27 avg price
SHOPShopify Inc
Recent Activity
Decreased -7.12%
0.19%
$804,525
10,039 shares@ $80.14 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -4.64%
0.17%
$716,134
349 shares@ $2051.96 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.96%
0.16%
$642,049
10,844 shares@ $59.21 avg price
HDVIshares Tr
Recent Activity
Decreased -4.54%
0.15%
$631,845
5,372 shares@ $117.62 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.56%
0.15%
$599,451
1,047 shares@ $572.55 avg price
PRAYNeos Etf Trust
Recent Activity
Decreased -55.09%
0.14%
$589,906
19,789 shares@ $29.81 avg price