Creative Capital Management Investments LLC Purchases in Q4 2024

Creative Capital Management Investments LLC

  • $221 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
110
New
$82.28 - $117.52 $9.05K - $12.9K
110 $9K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
225
New
$42.8 - $44.98 $9.63K - $10.1K
225 $9K
IBM
International Business Machines Corp

Technology
39
+ 52.7%
$204.9 - $238.04 $7.99K - $9.28K
113 $24K
DD
Du Pont De Nemours, Inc.

Basic Materials
99
New
$75.95 - $88.05 $7.52K - $8.72K
99 $7K
NXPI
Nxp Semiconductors N.V.

Technology
37
New
$207.27 - $255.58 $7.67K - $9.46K
37 $7K
PM
Philip Morris International Inc.

Consumer Defensive
55
New
$118.38 - $133.06 $6.51K - $7.32K
55 $6K
OTIS
Otis Worldwide Corp

Industrials
72
New
$92.57 - $106.01 $6.67K - $7.63K
72 $6K
UPS
United Parcel Service Inc

Industrials
50
+ 2500.0%
$122.65 - $138.35 $6.13K - $6.92K
52 $6K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
99
+ 2.13%
$61.68 - $67.87 $6.11K - $6.72K
4.75K $296K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.87K
+ 200.0%
$22.01 - $66.82 $173K - $526K
11.8K $267K
CTVA
Corteva, Inc.

Basic Materials
98
New
$55.21 - $64.13 $5.41K - $6.28K
98 $5K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 300.22%
$25.93 - $105.3 $35.5K - $144K
1.83K $50K
VONG
Vanguard Russell 1000 Growth E

ETFs
22
New
$95.27 - $107.82 $2.1K - $2.37K
22 $2K
SLV
I Shares Silver Trust

ETFs
112
New
$26.33 - $31.74 $2.95K - $3.55K
112 $2K
IAU
Ishares Gold Trust

ETFs
40
New
$48.37 - $52.65 $1.93K - $2.11K
40 $1K
DOW
Dow Inc.

Basic Materials
33
New
$39.1 - $55.34 $1.29K - $1.83K
33 $1K
VONV
Vanguard Russell 1000 Value Et

ETFs
20
New
$80.87 - $87.69 $1.62K - $1.75K
20 $1K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
93
New
$20.92 - $23.57 $1.95K - $2.19K
93 $1K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
4
New
$27.51 - $29.16 $110 - $117
4 $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8
New
$50.62 - $50.97 $405 - $408
8 $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
16
New
$22.02 - $46.16 $352 - $739
16 $0
HLN
Haleon PLC

Healthcare
25
New
$9.23 - $10.71 $231 - $268
25 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.6K
+ 34.85%
N/A
10.1K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8
New
$45.17 - $47.23 $361 - $378
8 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6
New
$88.59 - $94.57 $532 - $567
6 $0
HSY
Hershey CO

Consumer Defensive
0
New
$168.67 - $193.65 $0 - $0
0 $0
Dimensional Global Real Estate ETF
19.9K
+ 3.47%
N/A
594K $0
DFSI
Dimensional ETF Tr Dimen Intl
5.16K
+ 32.25%
N/A
21.1K $0
SNAP
Snap Inc

Communication Services
15
+ 2.99%
$9.98 - $12.86 $150 - $193
516 $5K
KD
Kyndryl Holdings, Inc.

Technology
1
New
$22.43 - $35.79 $22.4 - $35.8
1 $0
PSX
Phillips 66

Energy
17
+ 17.0%
$110.35 - $138.93 $1.88K - $2.36K
117 $13K
GLDM
World Gold Trust

ETFs
4
New
$50.76 - $55.23 $203 - $221
4 $0
DXC
Dxc Technology CO

Technology
25
New
$19.59 - $22.83 $490 - $571
25 $0
Gsk PLC Sponsored Adr
20
New
N/A
20 $0
HYBB
Ishares Tr Bb Rated Corporate

ETFs
4
New
$45.73 - $47.09 $183 - $188
4 $0
DFSB
Dimensional ETF Tr Dimensional
2.4K
+ 11.62%
N/A
23K $0
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
4
New
$37.25 - $39.23 $149 - $157
4 $0
AVGE
American Centy ETF Tr Avantis
8
+ 0.18%
N/A
4.51K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
18
+ 3.12%
$71.75 - $75.11 $1.29K - $1.35K
595 $42K
TGT
Target Corp

Consumer Defensive
1
+ 1.64%
$121.59 - $160.69 $122 - $161
62 $8K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.16%
$113.92 - $127.38 $228 - $255
1.28K $146K
ABBV
Abb Vie Inc.

Healthcare
130
+ 9.77%
$164.99 - $203.87 $21.4K - $26.5K
1.46K $259K
QCOM
Qualcomm Inc

Technology
360
+ 7.69%
$150.4 - $178.04 $54.1K - $64.1K
5.04K $774K
PRF
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.02%
$40.15 - $42.9 $883 - $944
140K $5.66M
CMF
Ishares California Muni Bond E

ETFs
60
+ 0.11%
$56.66 - $58.1 $3.4K - $3.49K
55.6K $3.18M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
36.7K
+ 4.12%
$41.17 - $43.34 $1.51M - $1.59M
926K $38.3M
DFAE
Dimensional ETF Tr

ETFs
17.4K
+ 3.32%
$25.36 - $28.15 $441K - $489K
540K $13.7M
DFAX
Dimensional ETF Tr
76.7K
+ 4.37%
$24.76 - $27.04 $1.9M - $2.08M
1.83M $45.6M
Activity Summary
Buys All Purchases 99 New Holdings 54 Increased Positions 45 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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