Creekmur Asset Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $437 Billion distributed in 940 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $36.7B, First Tr Exc Trd Fd Viii Ft Cb with a value of $36B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $35.7B, Global X Fds with a value of $35.5B, and Schwab Strategic Tr Us Dividen with a value of $24.6B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $426B to 437B. Also it can be appreciated an additional of 84 stocks purchases and 2 closed positions.

Creekmur Asset Management LLC is based out at Morton, IL

Below you can find more details about Creekmur Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $437 Billion
ETFs: $281 Billion
Technology: $41.9 Billion
Industrials: $16.7 Billion
Energy: $8.96 Billion
Consumer Cyclical: $7.55 Billion
Financial Services: $7.35 Billion
Consumer Defensive: $7.17 Billion
Healthcare: $5.49 Billion
Other: $10.6 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 940
  • Current Value $437 Billion
  • Prior Value $426 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 84 stocks
  • Additional Purchases 169 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 216 stocks
Track This Portfolio

Track Creekmur Asset Management LLC Portfolio

Follow Creekmur Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creekmur Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creekmur Asset Management LLC with notifications on news.