Creative Capital Management Investments LLC Purchases in Q3 2024

Creative Capital Management Investments LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
230K
+ 15.02%
$24.29 - $27.25 $5.58M - $6.25M
1.76M $47.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
147K
+ 11.67%
$31.05 - $34.29 $4.56M - $5.04M
1.41M $48.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
104K
+ 13.29%
$41.34 - $43.55 $4.31M - $4.54M
889K $38.4M
DFAE
Dimensional ETF Tr

ETFs
49.9K
+ 10.55%
$24.46 - $27.82 $1.22M - $1.39M
523K $14.3M
TSLA
Tesla, Inc.

Consumer Cyclical
2.63K
+ 183.36%
$191.76 - $263.26 $505K - $693K
4.07K $1.06M
ISRG
Intuitive Surgical Inc

Healthcare
873
New
$416.14 - $494.01 $363K - $431K
873 $428K
RTX
Raytheon Technologies Corp

Industrials
2.56K
+ 154.4%
$99.55 - $123.34 $255K - $316K
4.22K $511K
GILD
Gilead Sciences, Inc.

Healthcare
3.57K
New
$66.59 - $83.99 $237K - $299K
3.57K $298K
XOM
Exxon Mobil Corp

Energy
2.11K
+ 143.47%
$109.72 - $119.0 $231K - $251K
3.58K $419K
AMGN
Amgen Inc

Healthcare
637
+ 5308.33%
$309.38 - $337.38 $197K - $215K
649 $209K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.25K
New
$66.31 - $74.08 $149K - $167K
2.25K $165K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.63K
+ 12.33%
$100.09 - $100.69 $163K - $164K
14.9K $1.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.27K
+ 124.18%
$47.7 - $48.54 $156K - $159K
5.9K $286K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 1.64%
$405.19 - $478.57 $16.2K - $19.1K
2.48K $1.14M
AXP
American Express CO

Financial Services
500
+ 50000.0%
$225.92 - $271.17 $113K - $136K
501 $135K
NVDA
Nvidia Corp

Technology
1.21K
+ 7.69%
$98.91 - $134.91 $120K - $164K
17K $2.06M
WFC
Wells Fargo & Company

Financial Services
2K
New
$51.58 - $60.97 $103K - $122K
2K $112K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.17K
+ 97.33%
$79.92 - $88.19 $93.3K - $103K
2.37K $208K
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 30.4%
$801.83 - $917.05 $80.2K - $91.7K
429 $380K
CARR
Carrier Global Corp

Industrials
813
+ 42.9%
$61.9 - $80.88 $50.3K - $65.8K
2.71K $217K
CMF
Ishares California Muni Bond E

ETFs
451
+ 0.82%
$56.65 - $58.17 $25.5K - $26.2K
55.5K $3.23M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.99K
+ 24.57%
$24.38 - $25.2 $72.9K - $75.4K
15.2K $381K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
423
+ 49.76%
$105.53 - $118.34 $44.6K - $50.1K
1.27K $148K
TMO
Thermo Fisher Scientific Inc.

Healthcare
88
+ 293.33%
$531.86 - $624.21 $46.8K - $54.9K
118 $72K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
655
New
$76.38 - $78.87 $50K - $51.7K
655 $51K
BMY
Bristol Myers Squibb CO

Healthcare
500
+ 23.95%
$39.66 - $51.75 $19.8K - $25.9K
2.59K $133K
MMM
3 M CO

Industrials
178
+ 118.67%
$99.69 - $139.42 $17.7K - $24.8K
328 $44K
O
Realty Income Corp

Real Estate
300
+ 133.33%
$52.36 - $63.42 $15.7K - $19K
525 $33K
ALL
Allstate Corp

Financial Services
90
New
$158.43 - $192.86 $14.3K - $17.4K
90 $17K
AMD
Advanced Micro Devices Inc

Technology
86
+ 124.64%
$128.67 - $183.96 $11.1K - $15.8K
155 $25K
VKTX
Viking Therapeutics, Inc.

Healthcare
200
New
$49.84 - $70.47 $9.97K - $14.1K
200 $12K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
55
+ 27.78%
$104.47 - $116.17 $5.75K - $6.39K
253 $27K
AVGO
Broadcom Inc.

Technology
503
+ 882.46%
$136.27 - $1745.86 $68.5K - $878K
560 $96K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.55%
$107.72 - $119.96 $108 - $120
183 $21K
AVGE
American Centy ETF Tr Avantis
353
+ 8.5%
N/A
4.51K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
89
+ 1.21%
N/A
7.47K $0
Dimensional Global Real Estate ETF
62.4K
+ 12.19%
N/A
574K $0
DFSB
Dimensional ETF Tr Dimensional
7.73K
+ 59.97%
N/A
20.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
7.47K
+ 87.78%
N/A
16K $0
DFSU
Dimensional ETF Tr Dimen Us Su
9.98K
+ 106.48%
N/A
19.3K $0
NOK
Nokia Corp

Technology
2
New
$3.62 - $4.48 $7.24 - $8.96
2 $0
Net Lease Office Properties Com
189
New
N/A
189 $0
Ess Tech Inc Com New
13
New
N/A
13 $0
Grail Inc Com
28
New
N/A
28 $0
HSY
Hershey CO

Consumer Defensive
0
New
$182.45 - $203.25 $0 - $0
0 $0
Activity Summary
Buys All Purchases 46 New Holdings 12 Increased Positions 34 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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