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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.2K
+ 1.29%
$33.92 - $36.6 $616K - $664K
1.42M $49.3M
AAPL
Apple Inc.

Technology
1.03K
+ 4.05%
$221.69 - $259.02 $229K - $267K
26.5K $6.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.72K
New
$96.64 - $101.23 $359K - $376K
3.72K $360K
RTX
Raytheon Technologies Corp

Industrials
2.09K
+ 49.4%
$114.45 - $127.21 $239K - $265K
6.31K $730K
AVUV
American Centy ETF Tr Avantis

ETFs
10
+ 0.0%
$94.37 - $106.41 $944 - $1.06K
280K $27M
MSFT
Microsoft Corp

Technology
424
+ 12.22%
$406.35 - $454.46 $172K - $193K
3.89K $1.64M
IWM
Ishares Russell 2000 ETF

ETFs
664
+ 221.33%
$216.13 - $242.4 $144K - $161K
964 $213K
JPM
Jpmorgan Chase & CO

Financial Services
411
+ 219.79%
$205.18 - $250.29 $84.3K - $103K
598 $143K
ORCL
Oracle Corp

Technology
585
+ 344.12%
$165.41 - $192.43 $96.8K - $113K
755 $125K
VEA
Vanguard Ftse Developed Market

ETFs
2.03K
New
$47.57 - $52.44 $96.3K - $106K
2.03K $96K
GOOGL
Alphabet Inc.

Communication Services
70
+ 3.05%
$161.86 - $196.66 $11.3K - $13.8K
2.37K $447K
GILD
Gilead Sciences, Inc.

Healthcare
393
+ 11.02%
$83.95 - $97.9 $33K - $38.5K
3.96K $365K
GLD
Spdr Gold Trust

ETFs
272
New
$236.59 - $257.5 $64.4K - $70K
272 $65K
DHI
Horton D R Inc

Consumer Cyclical
450
New
$137.24 - $194.56 $61.8K - $87.6K
450 $62K
VNQ
Vanguard Specialized Funds Van

ETFs
676
New
$87.85 - $98.6 $59.4K - $66.7K
676 $60K
TJX
Tjx Companies Inc

Consumer Cyclical
491
+ 258.42%
$112.15 - $127.2 $55.1K - $62.5K
681 $82K
QQQ
Invesco Qqq Trust, Series 1

ETFs
111
+ 740.0%
$481.22 - $538.17 $53.4K - $59.7K
126 $64K
LOW
Lowes Companies Inc

Consumer Cyclical
244
+ 57.14%
$244.52 - $284.07 $59.7K - $69.3K
671 $165K
GS
Goldman Sachs Group Inc

Financial Services
80
New
$486.1 - $608.57 $38.9K - $48.7K
80 $45K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
550
New
$81.68 - $82.93 $44.9K - $45.6K
550 $45K
HON
Honeywell International Inc

Industrials
190
+ 168.14%
$202.84 - $236.0 $38.5K - $44.8K
303 $68K
MCK
Mckesson Corp

Healthcare
78
New
$482.27 - $628.5 $37.6K - $49K
78 $44K
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 1.21%
$280.04 - $302.45 $14.6K - $15.7K
4.36K $1.26M
RF
Regions Financial Corp

Financial Services
1.88K
New
$22.45 - $27.47 $42.3K - $51.7K
1.88K $44K
VIG
Vanguard Dividend Appreciation

ETFs
231
New
N/A
231 $42K
DIS
Walt Disney CO

Communication Services
203
+ 18.76%
$92.39 - $117.6 $18.8K - $23.9K
1.29K $143K
EEM
Ishares Msci Emerging Markets

ETFs
900
New
$41.82 - $47.36 $37.6K - $42.6K
900 $37K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 5.83%
$873.59 - $994.69 $21.8K - $24.9K
454 $415K
C
Citigroup Inc

Financial Services
492
New
$61.31 - $72.5 $30.2K - $35.7K
492 $34K
DVY
Ishares Tr

ETFs
252
New
$129.55 - $143.41 $32.6K - $36.1K
252 $33K
EWG
Ishares Msci Germany ETF

ETFs
1.05K
New
$31.27 - $33.44 $32.8K - $35.1K
1.05K $33K
JEPI
J P Morgan Exchange Traded Fd

ETFs
564
New
$57.53 - $60.83 $32.4K - $34.3K
564 $32K
XLV
Select Sector Spdr Fund Health

ETFs
219
New
$136.28 - $154.74 $29.8K - $33.9K
219 $30K
PEP
Pepsico Inc

Consumer Defensive
199
New
$151.29 - $176.1 $30.1K - $35K
199 $30K
INDA
Ishares Msci India Index Fund

ETFs
563
New
$52.64 - $58.16 $29.6K - $32.7K
563 $29K
ACN
Accenture PLC

Technology
82
+ 410.0%
$343.9 - $376.86 $28.2K - $30.9K
102 $35K
HBAN
Huntington Bancshares Inc

Financial Services
1.58K
+ 17533.33%
$14.18 - $18.2 $22.4K - $28.7K
1.59K $25K
GLW
Corning Inc

Technology
450
New
$44.11 - $49.76 $19.8K - $22.4K
450 $21K
JNJ
Johnson & Johnson

Healthcare
172
+ 60.14%
$143.34 - $165.86 $24.7K - $28.5K
458 $66K
VLO
Valero Energy Corp

Energy
183
+ 122.0%
$118.59 - $144.02 $21.7K - $26.4K
333 $40K
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 3.86%
$51.92 - $59.94 $5.19K - $5.99K
2.69K $152K
JCI
Johnson Controls International PLC

Industrials
226
New
$74.23 - $86.6 $16.8K - $19.6K
226 $17K
FDX
Fedex Corp

Industrials
62
New
$260.5 - $305.15 $16.2K - $18.9K
62 $17K
EWC
Ishares Msci Canada ETF

ETFs
419
New
$39.64 - $43.28 $16.6K - $18.1K
419 $16K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
325
New
$44.04 - $49.49 $14.3K - $16.1K
325 $14K
PNC
Pnc Financial Services Group, Inc.

Financial Services
74
New
$178.39 - $215.0 $13.2K - $15.9K
74 $14K
IBB
Ishares Biotechnology ETF

ETFs
103
New
$131.21 - $148.85 $13.5K - $15.3K
103 $13K
USB
Us Bancorp \De\

Financial Services
43
+ 0.99%
$43.98 - $53.66 $1.89K - $2.31K
4.37K $208K
CMI
Cummins Inc

Industrials
28
New
$324.93 - $383.42 $9.1K - $10.7K
28 $9K
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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