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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FAXAbrdn Asia Pacific Income Fu
| 0.01% | $9,580 551 shares@ $17.39 avg price | New Position |
TEVATeva Pharmaceutical Inds Ltd
| 0.01% | $8,199 455 shares@ $18.02 avg price | New Position |
CRHCrh Plc
| 0.01% | $8,068 87 shares@ $92.74 avg price | New Position |
FLOTIshares Tr
| 0.01% | $7,860 154 shares@ $51.04 avg price | New Position |
RINFProshares Tr
| 0.01% | $7,655 238 shares@ $32.17 avg price | New Position |
WBAWalgreens Boots Alliance Inc
| 0.01% | $7,419 828 shares@ $8.97 avg price | New Position |
3899⤦Grayscale Bitcoin Mini Tr Bt
| 0.01% | $6,294 1,118 shares@ $5.63 avg price | New Position |
BJBjs Whsl Club Hldgs Inc
| 0.01% | $6,104 74 shares@ $82.49 avg price | New Position |
LENLennar Corp
| 0.01% | $5,062 27 shares@ $187.49 avg price | New Position |
WTWWillis Towers Watson Plc Ltd
| 0.01% | $5,007 17 shares@ $294.53 avg price | New Position |