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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
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.46%
0.14%
$588,043
10,794 shares@ $54.48 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -9.6%
0.13%
$544,559
932 shares@ $584.3 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Decreased -55.19%
0.13%
$530,844
600 shares@ $884.74 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.54%
0.13%
$530,293
2,554 shares@ $207.64 avg price
VSTVistra Corp
Recent Activity
Decreased -4.95%
0.13%
$518,308
4,372 shares@ $118.56 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -4.09%
0.13%
$512,138
1,826 shares@ $280.47 avg price
DDOGDatadog Inc
Recent Activity
Decreased -16.18%
0.12%
$481,526
4,185 shares@ $115.06 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -5.25%
0.12%
$472,192
2,706 shares@ $174.5 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -4.84%
0.11%
$455,464
3,064 shares@ $148.66 avg price
IGSBIshares Tr
Recent Activity
Decreased -0.5%
0.11%
$432,181
8,207 shares@ $52.67 avg price