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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
CLIPGlobal X Fds
Recent Activity
Increased 32.92%
9.02%
$38.405M
382,135 shares@ $100.51 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 6.64%
8.19%
$34.853M
1.166M shares@ $29.89 avg price
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 7.03%
8.01%
$34.081M
1.361M shares@ $25.04 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 7.64%
7.84%
$33.344M
1.099M shares@ $30.35 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 3.41%
5.81%
$24.728M
292,536 shares@ $84.54 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 3.55%
5.45%
$23.171M
54,762 shares@ $423.12 avg price
IVVIshares Tr
Recent Activity
Increased 3.24%
5.28%
$22.465M
38,947 shares@ $576.82 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.46%
4.86%
$20.665M
42,339 shares@ $488.08 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.23%
4.82%
$20.502M
168,828 shares@ $121.44 avg price
AGGIshares Tr
Recent Activity
Increased 26.45%
2.76%
$11.739M
115,920 shares@ $101.27 avg price