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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
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.85%
2.35%
$9.985M
166,783 shares@ $59.88 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 15.19%
2.07%
$8.801M
411,857 shares@ $21.37 avg price
CATCaterpillar Inc
Recent Activity
Increased 7.74%
1.85%
$7.865M
20,110 shares@ $391.12 avg price
BILSpdr Ser Tr
Recent Activity
Increased 2.28%
1.73%
$7.326M
79,790 shares@ $91.82 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 13.28%
1.21%
$5.123M
113,231 shares@ $45.24 avg price
IJRIshares Tr
Recent Activity
Increased 6.4%
1.05%
$4.439M
37,950 shares@ $116.97 avg price
IJHIshares Tr
Recent Activity
Increased 8.28%
1.03%
$4.364M
70,029 shares@ $62.32 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.39%
0.78%
$3.287M
45,830 shares@ $71.74 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.21%
0.74%
$3.117M
7,245 shares@ $430.3 avg price
WMTWalmart Inc
Recent Activity
Increased 15.63%
0.65%
$2.765M
34,239 shares@ $80.75 avg price