Creative Capital Management Investments LLC Sells in Q3 2025

Creative Capital Management Investments LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
-8.26K
- 25.4%
$55.16 - $57.13 $456K - $472K
24.3K $1.38M
AMD
Advanced Micro Devices Inc

Technology
-1.2K
- 87.0%
$134.8 - $184.42 $161K - $221K
179 $28K
ISRG
Intuitive Surgical Inc

Healthcare
-93
- 10.65%
$433.66 - $544.47 $40.3K - $50.6K
780 $348K
FV
First Trust Dorsey Wright Focu

ETFs
-1.4K
- 49.33%
$59.23 - $62.14 $83.2K - $87.2K
1.44K $89K
ADP
Automatic Data Processing Inc

Industrials
-227
- 29.79%
$288.69 - $310.94 $65.5K - $70.6K
535 $157K
ETN
Eaton Corp PLC

Industrials
-169
- 62.13%
$342.99 - $392.76 $58K - $66.4K
103 $38K
LMT
Lockheed Martin Corp

Industrials
-103
- 96.26%
$410.74 - $499.21 $42.3K - $51.4K
4 $1K
IAU
Ishares Gold Trust

ETFs
-757
- 94.98%
$61.62 - $72.77 $46.6K - $55.1K
40 $2K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-429
- 3.27%
$100.16 - $100.7 $43K - $43.2K
12.7K $1.28M
CSCO
Cisco Systems, Inc.

Technology
-574
- 59.61%
$66.2 - $71.79 $38K - $41.2K
389 $26K
GNRC
Generac Holdings Inc.

Industrials
-200
- 88.11%
$146.61 - $202.85 $29.3K - $40.6K
27 $4K
DVY
Ishares Tr

ETFs
-207
- 45.1%
$133.88 - $142.57 $27.7K - $29.5K
252 $35K
MRK
Merck & Co., Inc.

Healthcare
-375
- 25.2%
$77.6 - $87.37 $29.1K - $32.8K
1.11K $93K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-257
- 43.63%
$60.96 - $64.31 $15.7K - $16.5K
332 $21K
GS
Goldman Sachs Group Inc

Financial Services
-22
- 21.57%
$696.56 - $806.32 $15.3K - $17.7K
80 $63K
ACN
Accenture PLC

Technology
-12
- 10.53%
$232.56 - $304.78 $2.79K - $3.66K
102 $25K
HBAN
Huntington Bancshares Inc

Financial Services
-529
- 50.0%
$15.87 - $17.88 $8.4K - $9.46K
529 $9K
NEE
Nextera Energy Inc

Utilities
-107
- 42.63%
$69.77 - $77.54 $7.47K - $8.3K
144 $10K
SBUX
Starbucks Corp

Consumer Cyclical
-26
- 3.9%
$81.9 - $96.86 $2.13K - $2.52K
641 $54K
PGR
Progressive Corp

Financial Services
-20
- 38.46%
$238.61 - $264.3 $4.77K - $5.29K
32 $7K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16
- 42.11%
$435.72 - $463.74 $6.97K - $7.42K
22 $10K
MA
Mastercard Inc

Financial Services
-9
- 9.89%
$550.18 - $598.96 $4.95K - $5.39K
82 $46K
ADI
Analog Devices Inc

Technology
-24
- 29.27%
$220.68 - $255.63 $5.3K - $6.14K
58 $14K
VGT
Vanguard Information Technolog

ETFs
-12
- 21.43%
$656.44 - $753.15 $7.88K - $9.04K
44 $32K
FDX
Fedex Corp

Industrials
-21
- 51.22%
$217.1 - $243.2 $4.56K - $5.11K
20 $4K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-33
- 9.91%
$60.9 - $70.75 $2.01K - $2.33K
300 $18K
TGT
Target Corp

Consumer Defensive
-19
- 22.89%
$86.56 - $107.43 $1.64K - $2.04K
64 $5K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-24
- 32.43%
$185.88 - $207.44 $4.46K - $4.98K
50 $10K
SNAP
Snap Inc

Communication Services
-226
- 23.04%
$6.99 - $10.35 $1.58K - $2.34K
755 $5K
UNP
Union Pacific Corp

Industrials
-15
- 9.62%
$214.91 - $237.16 $3.22K - $3.56K
141 $33K
CMI
Cummins Inc

Industrials
-9
- 47.37%
$327.85 - $426.39 $2.95K - $3.84K
10 $4K
ITW
Illinois Tool Works Inc

Industrials
-12
- 10.43%
$252.31 - $269.41 $3.03K - $3.23K
103 $26K
C
Citigroup Inc

Financial Services
-73
- 18.2%
$85.57 - $103.49 $6.25K - $7.55K
328 $33K
DFSU
Dimensional ETF Tr Dimen Us Su
-41
- 0.24%
N/A
17.3K $0
Grail Inc Com
-16
- 57.14%
N/A
12 $0
UNH
Unitedhealth Group Inc

Healthcare
-10
- 6.41%
$237.77 - $353.61 $2.38K - $3.54K
146 $50K
PFE
Pfizer Inc

Healthcare
-37
- 1.45%
$23.29 - $25.88 $862 - $958
2.51K $63K
TJX
Tjx Companies Inc

Consumer Cyclical
-64
- 9.4%
$121.35 - $144.54 $7.77K - $9.25K
617 $89K
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 2.64%
$617.65 - $666.84 $14.2K - $15.3K
847 $564K
QCOM
Qualcomm Inc

Technology
-17
- 0.36%
$145.84 - $173.55 $2.48K - $2.95K
4.77K $793K
TSLA
Tesla, Inc.

Consumer Cyclical
-472
- 24.54%
$293.94 - $444.72 $139K - $210K
1.45K $645K
AVEM
American Centy ETF Tr Avantis

ETFs
-530
- 4.47%
$68.33 - $75.41 $36.2K - $40K
11.3K $850K
ABBV
Abb Vie Inc.

Healthcare
-35
- 2.34%
$184.85 - $231.54 $6.47K - $8.1K
1.46K $338K
MSFT
Microsoft Corp

Technology
-7
- 0.18%
$491.09 - $535.64 $3.44K - $3.75K
3.91K $2.02M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.31K
- 0.95%
$42.04 - $45.23 $55.1K - $59.3K
136K $6.17M
NVDA
Nvidia Corp

Technology
-321
- 1.92%
$153.3 - $186.58 $49.2K - $59.9K
16.4K $3.06M
AAPL
Apple Inc.

Technology
-27
- 0.11%
$202.38 - $256.87 $5.46K - $6.94K
23.9K $6.1M
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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