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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
ABBVAbbvie Inc
Recent Activity
Increased 15.39%
0.64%
$2.684M
15,664 shares@ $171.33 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 90.58%
0.53%
$2.231M
7,383 shares@ $302.21 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 5.83%
0.5%
$2.118M
12,768 shares@ $165.86 avg price
PGProcter And Gamble Co
Recent Activity
Increased 26.8%
0.49%
$2.083M
12,025 shares@ $173.21 avg price
IRMIron Mtn Inc Del
Recent Activity
Increased 7.74%
0.49%
$2.078M
17,485 shares@ $118.84 avg price
ENBEnbridge Inc
Recent Activity
Increased 34.18%
0.49%
$2.048M
50,422 shares@ $40.62 avg price
AVGOBroadcom Inc
Recent Activity
Increased 826.65%
0.45%
$1.913M
11,092 shares@ $172.5 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 1.53%
0.45%
$1.913M
22,989 shares@ $83.21 avg price
COWZPacer Fds Tr
Recent Activity
Increased 0.32%
0.43%
$1.8M
31,119 shares@ $57.83 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 9.34%
0.39%
$1.63M
1,838 shares@ $886.66 avg price