Creekside Partners Reduced Holdings in Q1 2025

Creekside Partners

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-22
- 0.06%
$209.68 - $247.1 $4.61K - $5.44K
38.2K $8.48B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-14K
- 7.03%
$21.75 - $24.28 $304K - $340K
185K $4.09B
NVDA
Nvidia Corp

Technology
-709
- 4.42%
$106.98 - $149.43 $75.8K - $106K
15.3K $1.66B
VBR
Vanguard Small Cap Value ETF

ETFs
-144
- 0.51%
$183.02 - $207.75 $26.4K - $29.9K
28.4K $5.28B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-726
- 2.76%
$101.98 - $115.66 $74K - $84K
25.6K $2.62B
ISCG
Ishares Morningstar Small Cap

ETFs
-1.03K
- 4.86%
$44.44 - $52.05 $45.9K - $53.8K
20.2K $910M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.4K
- 33.31%
$106.22 - $111.09 $148K - $155K
2.8K $311M
Amplify ETF Tr
-1.71K
- 21.2%
N/A
6.34K $349M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.95K
- 17.2%
N/A
9.4K $603M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.34K
- 6.62%
$71.17 - $73.66 $95.2K - $98.5K
18.9K $1.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-19
- 1.69%
$468.34 - $539.52 $8.9K - $10.3K
1.11K $519M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.8K
- 4.43%
$42.5 - $46.71 $119K - $131K
60.4K $2.73B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.04K
- 8.27%
$58.01 - $64.46 $118K - $132K
22.6K $1.41B
VGT
Vanguard Information Technolog

ETFs
-2
- 0.39%
$542.38 - $646.34 $1.08K - $1.29K
516 $280M
PEP
Pepsico Inc

Consumer Defensive
-186
- 5.47%
$142.64 - $156.42 $26.5K - $29.1K
3.22K $482M
VOE
Vanguard Mid Cap Value Index F

ETFs
-179
- 4.28%
$156.61 - $168.02 $28K - $30.1K
4.01K $643M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-1.67K
- 2.34%
$9.49 - $9.97 $15.8K - $16.6K
69.7K $668M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.86K
- 3.78%
$25.77 - $27.6 $48K - $51.4K
47.4K $1.26B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-679
- 7.72%
$48.43 - $49.9 $32.9K - $33.9K
8.11K $405M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-185
- 3.19%
$106.44 - $113.12 $19.7K - $20.9K
5.61K $613M
CSCO
Cisco Systems, Inc.

Technology
-750
- 6.18%
$58.74 - $64.87 $44.1K - $48.7K
11.4K $703M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-489
- 8.06%
$74.85 - $84.89 $36.6K - $41.5K
5.58K $456M
EMB
Ishares Tr

ETFs
-28
- 0.85%
$88.64 - $92.03 $2.48K - $2.58K
3.27K $297M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-74
- 0.55%
$126.11 - $135.06 $9.33K - $9.99K
13.5K $1.74B
VHT
Vanguard Health Care ETF

ETFs
-14
- 0.7%
$254.06 - $273.83 $3.56K - $3.83K
1.97K $522M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-442
- 1.97%
$33.57 - $37.22 $14.8K - $16.5K
21.9K $787M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-442
- 2.59%
$87.68 - $94.52 $38.8K - $41.8K
16.6K $1.56B
IDV
Ishares Tr

ETFs
-1.3K
- 5.53%
$27.0 - $31.7 $35.1K - $41.2K
22.2K $689M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-312
- 0.73%
$59.28 - $66.1 $18.5K - $20.6K
42.5K $2.7B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-763
- 2.33%
$107.24 - $116.37 $81.8K - $88.8K
32K $3.73B
CVX
Chevron Corp

Energy
-81
- 0.91%
$146.71 - $167.97 $11.9K - $13.6K
8.81K $1.47B
GLD
Spdr Gold Trust

ETFs
-16
- 0.2%
$243.19 - $288.14 $3.89K - $4.61K
8.18K $2.36B
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
Track This Portfolio

Track Creekside Partners Portfolio

Follow Creekside Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creekside Partners, based on Form 13F filings with the SEC.

News

Stay updated on Creekside Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email