Creekside Partners Incresed Positions in Q1 2025

Creekside Partners

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.2K
+ 2.98%
$18.36 - $20.51 $279K - $311K
524K $10.4B
VEA
Vanguard Ftse Developed Market

ETFs
831
+ 0.73%
$47.4 - $52.99 $39.4K - $44K
114K $5.79B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.22K
+ 9.15%
$56.51 - $62.98 $182K - $202K
38.4K $2.33B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.72K
+ 36.42%
$77.7 - $78.94 $289K - $294K
13.9K $1.1B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.4K
+ 13.87%
$25.58 - $29.24 $393K - $449K
126K $3.31B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
219
+ 0.19%
$21.95 - $24.74 $4.81K - $5.42K
114K $2.75B
JNJ
Johnson & Johnson

Healthcare
29
+ 0.36%
$142.06 - $167.7 $4.12K - $4.86K
8.14K $1.35B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.05K
+ 2.04%
$25.81 - $28.52 $52.9K - $58.4K
103K $2.83B
IBM
International Business Machines Corp

Technology
5
+ 0.15%
$217.4 - $264.74 $1.09K - $1.32K
3.39K $844M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
243
+ 15.08%
$507.05 - $563.67 $123K - $137K
1.85K $953M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
7.04K
+ 48.17%
$10.47 - $10.92 $73.7K - $76.9K
21.7K $232M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15
+ 0.12%
$67.08 - $76.14 $1.01K - $1.14K
12K $887M
VNQ
Vanguard Specialized Funds Van

ETFs
214
+ 0.65%
$85.55 - $94.34 $18.3K - $20.2K
33K $2.98B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.95K
+ 19.93%
$27.01 - $28.54 $52.6K - $55.6K
11.7K $328M
BNDX
Vanguard Total International B

ETFs
1.37K
+ 5.05%
$48.33 - $49.5 $66K - $67.6K
28.4K $1.39B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3
+ 0.03%
$47.66 - $57.45 $143 - $172
9.54K $519M
DE
Deere & CO

Industrials
10
+ 0.89%
$408.57 - $509.27 $4.09K - $5.09K
1.13K $530M
SBUX
Starbucks Corp

Consumer Cyclical
206
+ 4.47%
$91.75 - $115.81 $18.9K - $23.9K
4.81K $472M
PSA
Public Storage

Real Estate
146
+ 13.11%
$288.99 - $313.98 $42.2K - $45.8K
1.26K $377M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.26K
+ 4.06%
$28.55 - $29.09 $35.9K - $36.6K
32.2K $930M
DLY
Double Line Yield Opportunities Fund

N/A
658
+ 0.57%
$15.8 - $16.38 $10.4K - $10.8K
115K $1.86B
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.05%
$161.24 - $173.33 $322 - $347
3.77K $644M
IYR
Ishares Tr

ETFs
12
+ 0.15%
$89.49 - $98.98 $1.07K - $1.19K
8.13K $778M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
7
+ 0.11%
$34.34 - $38.51 $240 - $270
6.62K $254M
XLRE
Select Sector Spdr Tr Real Est

ETFs
58
+ 0.36%
$39.18 - $43.52 $2.27K - $2.52K
16.1K $676M
VTV
Vanguard Value ETF

ETFs
9
+ 0.16%
$167.73 - $179.21 $1.51K - $1.61K
5.6K $967M
PH
Parker Hannifin Corp

Industrials
42
+ 10.24%
$591.65 - $707.05 $24.8K - $29.7K
452 $275M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
312
+ 2.32%
$8.69 - $9.43 $2.71K - $2.94K
13.7K $128M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.29%
$128.74 - $138.67 $1.16K - $1.25K
3.09K $419M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.16%
$158.56 - $176.26 $951 - $1.06K
3.84K $654M
QUAL
Ishares Msci Usa Quality Facto

ETFs
118
+ 9.02%
$168.16 - $186.21 $19.8K - $22K
1.43K $244M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.2K
+ 5.6%
$21.23 - $23.75 $301K - $337K
267K $5.75B
META
Meta Platforms, Inc.

Communication Services
24
+ 3.7%
$576.36 - $736.67 $13.8K - $17.7K
672 $387M
VCIT
Vanguard Intermediate Term Cor

ETFs
21
+ 0.73%
$79.17 - $82.04 $1.66K - $1.72K
2.91K $238M
FPE
First Tr Pfd Secs & Income ETF

ETFs
295
+ 1.11%
$17.53 - $17.87 $5.17K - $5.27K
26.8K $472M
QCOM
Qualcomm Inc

Technology
7
+ 0.43%
$151.94 - $175.86 $1.06K - $1.23K
1.63K $250M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5
+ 0.14%
$179.71 - $192.06 $899 - $960
3.61K $665M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
65
+ 0.19%
$11.22 - $11.8 $729 - $767
34.3K $385M
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.2%
$237.72 - $276.98 $713 - $831
1.51K $368M
SMOT
Vaneck ETF Tr Morningstar Smid
2.76K
+ 4.44%
N/A
65K $2.13B
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.17%
$253.32 - $282.66 $507 - $565
1.19K $307M
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.05%
$127.9 - $140.56 $256 - $281
3.85K $492M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.08%
$113.22 - $126.36 $226 - $253
2.51K $288M
RSP
Invesco S&P 500 Equal Weight E

ETFs
19
+ 0.18%
$169.43 - $182.84 $3.22K - $3.47K
10.4K $1.79B
IFRA
Ishares Tr

ETFs
12
+ 0.07%
$44.8 - $49.25 $538 - $591
17.4K $784M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.43%
$551.42 - $612.93 $2.21K - $2.45K
944 $528M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.35%
$347.25 - $424.87 $1.74K - $2.12K
1.43K $522M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.22%
$522.96 - $601.18 $1.05K - $1.2K
892 $476M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7
+ 0.14%
$77.91 - $92.26 $545 - $646
4.84K $384M
Activity Summary
Buys All Purchases 74 New Holdings 3 Increased Positions 71 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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