Creekside Partners Incresed Positions in Q4 2024

Creekside Partners

  • $193 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
64.6K
+ 35.44%
$11.34 - $12.27 $733K - $793K
247K $2.95B
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 11.16%
$280.04 - $302.45 $305K - $329K
10.8K $3.14B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.98K
+ 32.73%
$71.75 - $75.11 $357K - $374K
20.2K $1.45B
SMOT
Vaneck ETF Tr Morningstar Smid
7.97K
+ 14.68%
N/A
62.3K $2.15B
NVDA
Nvidia Corp

Technology
76
+ 0.48%
$117.0 - $148.88 $8.89K - $11.3K
16K $2.15B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.53K
+ 41.53%
$67.29 - $73.38 $237K - $259K
12K $816M
SCHX
Schwab Strategic Tr Us Large C

ETFs
134K
+ 205.37%
$22.4 - $68.28 $3M - $9.14M
199K $4.61B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
170K
+ 203.12%
$22.01 - $66.82 $3.73M - $11.3M
253K $5.74B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.1K
+ 18.1%
$73.49 - $86.09 $154K - $181K
13.7K $1.06B
SCHA
Schwab Strategic Tr Us Small C

ETFs
154K
+ 103.71%
$25.33 - $51.16 $3.89M - $7.86M
302K $7.81B
AVGO
Broadcom Inc.

Technology
82
+ 3.39%
$159.67 - $250.0 $13.1K - $20.5K
2.5K $580M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.09K
+ 24.46%
$28.6 - $29.27 $174K - $178K
31K $888M
VO
Vanguard Mid Cap ETF

ETFs
525
+ 2.0%
$261.5 - $284.63 $137K - $149K
26.8K $7.08B
GOOGL
Alphabet Inc.

Communication Services
42
+ 0.77%
$161.86 - $196.66 $6.8K - $8.26K
5.53K $1.05B
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.52K
+ 39.59%
$17.65 - $18.18 $133K - $137K
26.5K $470M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.01K
+ 49.03%
$131.66 - $144.0 $133K - $146K
3.08K $406M
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.11%
$264.18 - $304.19 $2.11K - $2.43K
7.59K $2.13B
BNDX
Vanguard Total International B

ETFs
2.57K
+ 10.51%
$48.91 - $50.61 $126K - $130K
27K $1.33B
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.36K
+ 32.27%
$67.38 - $75.88 $91.8K - $103K
5.59K $378M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
119
+ 7.98%
$521.84 - $558.82 $62.1K - $66.5K
1.61K $868M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
74.8K
+ 207.38%
$27.54 - $83.04 $2.06M - $6.21M
111K $3.07B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.86K
+ 6.77%
N/A
29.3K $2.72B
XLU
Utilities Sector Spdr

ETFs
1.41K
+ 11.99%
$74.89 - $82.93 $106K - $117K
13.2K $999M
VXF
Vanguard Extended Market ETF

ETFs
19
+ 0.57%
$179.17 - $207.15 $3.4K - $3.94K
3.37K $639M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.39%
$571.78 - $647.97 $1.14K - $1.3K
518 $322M
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.2%
$241.48 - $274.89 $724 - $825
1.5K $381M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.25%
$260.27 - $280.65 $781 - $842
1.19K $322M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.28%
$118.0 - $127.04 $826 - $889
2.51K $305M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.23%
$563.99 - $620.12 $1.13K - $1.24K
890 $507M
Amplify ETF Tr
18
+ 0.22%
N/A
8.05K $481M
FNDA
Schwab Fundamental U S Small C

ETFs
6.89K
+ 99.97%
$29.26 - $59.11 $202K - $407K
13.8K $409M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
108
+ 0.71%
$18.43 - $19.57 $1.99K - $2.11K
15.4K $290M
FNDX
Schwab Fundamental U S Large C

ETFs
7.47K
+ 200.0%
$23.49 - $71.77 $175K - $536K
11.2K $265M
IBM
International Business Machines Corp

Technology
4
+ 0.12%
$204.9 - $238.04 $820 - $952
3.39K $745M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9
+ 0.19%
$86.65 - $94.9 $780 - $854
4.83K $420M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
69
+ 0.79%
$48.33 - $49.08 $3.33K - $3.39K
8.79K $426M
IWN
Ishares Russell2000 Val ETF

ETFs
6
+ 0.22%
$162.69 - $181.35 $976 - $1.09K
2.72K $447M
VCIT
Vanguard Intermediate Term Cor

ETFs
41
+ 1.44%
$80.13 - $83.77 $3.29K - $3.43K
2.89K $232M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.53K
+ 200.95%
$26.93 - $84.95 $176K - $554K
9.77K $267M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21
+ 0.35%
$113.92 - $127.38 $2.39K - $2.67K
6.1K $703M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
38
+ 0.26%
$10.39 - $11.25 $395 - $428
14.6K $153M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
252
+ 1.91%
$8.43 - $9.68 $2.12K - $2.44K
13.4K $115M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
397
+ 0.56%
$9.64 - $10.11 $3.83K - $4.01K
71.4K $700M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
44
+ 0.76%
$108.28 - $117.54 $4.76K - $5.17K
5.8K $631M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.28%
$385.02 - $431.37 $1.54K - $1.73K
1.42K $552M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
10
+ 0.15%
$34.74 - $38.36 $347 - $384
6.61K $231M
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.1%
$160.89 - $176.18 $644 - $705
4.19K $677M
QCOM
Qualcomm Inc

Technology
7
+ 0.43%
$150.4 - $178.04 $1.05K - $1.25K
1.62K $249M
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.15%
$87.44 - $102.5 $612 - $718
4.61K $420M
Activity Summary
Buys All Purchases 79 New Holdings 3 Increased Positions 76 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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