Creekside Partners New Holdings in Q2 2024

Creekside Partners

  • $181 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
7.54K
New
$52.82 - $57.21 $398K - $431K
7.54K $414M
FNDC
Schwab Fundamental Intl Small

ETFs
11.9K
New
$33.97 - $36.16 $404K - $430K
11.9K $413M
IWN
Ishares Russell2000 Val ETF

ETFs
2.71K
New
$146.03 - $158.93 $396K - $431K
2.71K $413M
ROBO
Robo Global Robotics And Autom

ETFs
7.44K
New
$53.1 - $58.12 $395K - $432K
7.44K $410M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.81K
New
$81.04 - $87.08 $390K - $419K
4.81K $405M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.43K
New
$279.2 - $321.33 $399K - $460K
1.43K $404M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34.9K
New
$11.3 - $11.9 $395K - $416K
34.9K $403M
EWW
Ishares Inc Msci Mexico ETF

ETFs
7.05K
New
$55.45 - $70.57 $391K - $498K
7.05K $399M
TXN
Texas Instruments Inc

Technology
2.01K
New
$159.68 - $202.54 $322K - $408K
2.01K $392M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.83K
New
$76.01 - $82.53 $367K - $398K
4.83K $378M
Linde PLC
841
New
N/A
841 $369M
VUG
Vanguard Growth ETF

ETFs
977
New
$322.46 - $377.11 $315K - $368K
977 $365M
ENPH
Enphase Energy, Inc.

Technology
3.63K
New
$99.71 - $134.52 $362K - $488K
3.63K $362M
SBUX
Starbucks Corp

Consumer Cyclical
4.59K
New
$72.5 - $91.53 $333K - $420K
4.59K $357M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.36K
New
$54.36 - $57.86 $346K - $368K
6.36K $356M
EMB
Ishares Tr

ETFs
4.01K
New
$86.66 - $89.88 $347K - $360K
4.01K $354M
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.4K
New
$16.96 - $17.44 $345K - $355K
20.4K $354M
KRBN
Kraneshares Global Carbon Stra

Technology
10.8K
New
$29.49 - $35.69 $318K - $384K
10.8K $350M
VGT
Vanguard Information Technolog

ETFs
607
New
$479.9 - $588.82 $291K - $357K
607 $350M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.5K
New
$218.75 - $234.97 $327K - $351K
1.5K $343M
TGT
Target Corp

Consumer Defensive
2.31K
New
$141.16 - $177.82 $327K - $411K
2.31K $343M
ABBV
Abb Vie Inc.

Healthcare
1.96K
New
$154.79 - $180.76 $303K - $354K
1.96K $336M
META
Meta Platforms, Inc.

Communication Services
648
New
$430.17 - $527.34 $279K - $342K
648 $327M
PSA
Public Storage

Real Estate
1.11K
New
$257.73 - $293.34 $287K - $327K
1.11K $320M
QCOM
Qualcomm Inc

Technology
1.61K
New
$157.63 - $227.09 $253K - $365K
1.61K $320M
VFH
Vanguard Financial ETF

ETFs
3.14K
New
$95.9 - $103.0 $301K - $323K
3.14K $313M
PAA
Plains All American Pipeline LP

Energy
17.5K
New
$16.55 - $18.88 $290K - $330K
17.5K $313M
USB
Us Bancorp \De\

Financial Services
7.7K
New
$38.45 - $43.95 $296K - $339K
7.7K $306M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4.84K
New
$59.31 - $65.34 $287K - $316K
4.84K $301M
VV
Vanguard Large Cap ETF

ETFs
1.19K
New
$227.27 - $251.65 $270K - $299K
1.19K $297M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
15.3K
New
$18.55 - $19.78 $284K - $303K
15.3K $289M
AON
Aon PLC

Financial Services
982
New
$275.82 - $329.64 $271K - $324K
982 $288M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.49K
New
$102.41 - $112.98 $255K - $281K
2.49K $280M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
20K
New
$13.26 - $13.88 $265K - $278K
20K $278M
LVHI
Franklin International Low Vol

ETFs
9.14K
New
$29.03 - $30.81 $265K - $282K
9.14K $271M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.89K
New
$84.85 - $91.12 $245K - $264K
2.89K $255M
MRK
Merck & Co., Inc.

Healthcare
2.06K
New
$123.8 - $132.96 $254K - $273K
2.06K $254M
DSL
Double Line Income Solutions Fund

Financial Services
20.3K
New
$11.89 - $12.83 $241K - $260K
20.3K $254M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.22K
New
$75.81 - $80.15 $244K - $258K
3.22K $251M
FNDX
Schwab Fundamental U S Large C

ETFs
3.73K
New
$63.87 - $67.55 $238K - $252K
3.73K $250M
OKTA
Okta, Inc.

Technology
2.67K
New
$86.52 - $103.49 $231K - $276K
2.67K $250M
PHK
Pimco High Income Fund

Financial Services
50K
New
$4.63 - $5.0 $232K - $250K
50K $241M
ABT
Abbott Laboratories

Healthcare
2.29K
New
$100.73 - $112.44 $231K - $258K
2.29K $238M
BDX
Becton Dickinson & CO

Healthcare
1K
New
$225.07 - $246.17 $225K - $246K
1K $234M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.66K
New
$57.33 - $65.34 $210K - $239K
3.66K $232M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
13.4K
New
$16.84 - $17.64 $226K - $237K
13.4K $232M
OR
Osisko Gold Royalties LTD

Basic Materials
14.7K
New
$15.37 - $17.31 $226K - $254K
14.7K $229M
DGT
Spdr Global Dow ETF
1.76K
New
N/A
1.76K $226M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.82K
New
$77.99 - $80.49 $220K - $227K
2.82K $225M
Activity Summary
Buys All Purchases 162 New Holdings 162 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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