Creative Capital Management Investments LLC New Holdings in Q3 2025

Creative Capital Management Investments LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
482
New
$339.37 - $366.46 $164K - $177K
482 $176K
VUG
Vanguard Growth ETF

ETFs
281
New
$433.97 - $484.08 $122K - $136K
281 $134K
VTV
Vanguard Value ETF

ETFs
652
New
$175.51 - $186.57 $114K - $122K
652 $121K
VDE
Vanguard Energy ETF

ETFs
196
New
$118.37 - $129.65 $23.2K - $25.4K
196 $24K
DFAT
Dimensional ETF Tr U S Target

ETFs
356
New
$53.36 - $59.69 $19K - $21.2K
356 $20K
LQD
Ishares Iboxx $ Investment Gra

ETFs
139
New
$107.66 - $112.36 $15K - $15.6K
139 $15K
ITOT
Ishares Core S&P Total U.S. St

ETFs
82
New
$135.0 - $146.02 $11.1K - $12K
82 $11K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
471
New
$21.69 - $23.34 $10.2K - $11K
471 $10K
DGRO
Ishares Core Dividend Growth E

ETFs
148
New
$64.12 - $68.08 $9.49K - $10.1K
148 $10K
IEMG
Ishares Inc

ETFs
200
New
N/A
200 $10K
XLB
Select Sector Spdr Fd Material

ETFs
94
New
$86.72 - $92.61 $8.15K - $8.71K
94 $8K
XLE
Energy Sector Spdr

ETFs
74
New
$84.25 - $91.99 $6.23K - $6.81K
74 $6K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
201
New
$26.38 - $27.95 $5.3K - $5.62K
201 $5K
HCA
Hca Healthcare, Inc.

Healthcare
12
New
$334.32 - $426.2 $4.01K - $5.11K
12 $5K
WELL
Welltower Inc.

Real Estate
25
New
$150.71 - $178.14 $3.77K - $4.45K
25 $4K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
New
$567.77 - $614.76 $2.84K - $3.07K
5 $3K
WM
Waste Management Inc

Industrials
15
New
$213.88 - $237.1 $3.21K - $3.56K
15 $3K
XLF
Financial Sector Spdr

ETFs
73
New
$51.37 - $54.25 $3.75K - $3.96K
73 $3K
PANW
Palo Alto Networks Inc

Technology
10
New
$167.06 - $208.19 $1.67K - $2.08K
10 $2K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
28
New
$82.96 - $95.7 $2.32K - $2.68K
28 $2K
SNOW
Snowflake Inc.

Technology
5
New
$191.73 - $241.0 $959 - $1.21K
5 $1K
DOCN
Digital Ocean Holdings, Inc.

Technology
35
New
$25.74 - $37.71 $901 - $1.32K
35 $1K
Ishares Ethereum Trust ETF
92
New
N/A
92 $0
Ishares Bitcoin Trust ETF
5
New
N/A
5 $0
BHF
Brighthouse Financial, Inc.

Financial Services
16
New
$43.36 - $57.59 $694 - $921
16 $0
Activity Summary
Buys All Purchases 65 New Holdings 26 Increased Positions 39 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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