Creative Capital Management Investments LLC Purchases in Q2 2025

Creative Capital Management Investments LLC

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
929
+ 0.05%
$23.37 - $29.39 $21.7K - $27.3K
1.96M $57.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.5K
+ 2.6%
$29.12 - $35.84 $1.09M - $1.34M
1.48M $52.9M
AVUV
American Centy ETF Tr Avantis

ETFs
10.6K
+ 3.82%
$75.17 - $91.21 $795K - $965K
287K $26.2M
DFAE
Dimensional ETF Tr

ETFs
4.71K
+ 0.84%
$22.87 - $28.95 $108K - $136K
565K $16.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
28.5K
+ 2.91%
$41.1 - $42.37 $1.17M - $1.21M
1.01M $42.6M
MSFT
Microsoft Corp

Technology
2
+ 0.05%
$354.56 - $497.45 $709 - $995
3.91K $1.95M
AMD
Advanced Micro Devices Inc

Technology
1.22K
+ 788.39%
$78.21 - $143.81 $95.6K - $176K
1.38K $195K
AVLV
American Centy ETF Tr Avantis
2.13K
+ 286.94%
$56.85 - $68.21 $121K - $145K
2.88K $196K
INTU
Intuit Inc

Technology
146
New
$544.07 - $787.63 $79.4K - $115K
146 $114K
RTX
Raytheon Technologies Corp

Industrials
52
+ 0.79%
$113.75 - $148.48 $5.92K - $7.72K
6.63K $968K
QQQ
Invesco Qqq Trust, Series 1

ETFs
92
+ 23.23%
$416.06 - $551.64 $38.3K - $50.8K
488 $269K
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 6.62%
$496.48 - $617.85 $26.8K - $33.4K
870 $537K
IVV
Ishares Core S&P 500 ETF

ETFs
129
New
$498.8 - $620.9 $64.3K - $80.1K
129 $80K
IWF
Ishares Russell 1000 Gr ETF

ETFs
68
+ 9.07%
$320.42 - $424.58 $21.8K - $28.9K
818 $344K
ADP
Automatic Data Processing Inc

Industrials
227
+ 42.43%
$276.76 - $326.81 $62.8K - $74.2K
762 $235K
ORCL
Oracle Corp

Technology
43
+ 5.7%
$122.82 - $218.63 $5.28K - $9.4K
798 $174K
MAR
Marriott International Inc

Consumer Cyclical
256
New
$211.12 - $274.14 $54K - $70.2K
256 $69K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
262
New
$225.56 - $335.19 $59.1K - $87.8K
262 $62K
CI
Cigna Corp

Healthcare
155
New
$301.89 - $340.04 $46.8K - $52.7K
155 $51K
LMT
Lockheed Martin Corp

Industrials
103
+ 2575.0%
$430.82 - $486.45 $44.4K - $50.1K
107 $49K
IAU
Ishares Gold Trust

ETFs
757
+ 1892.5%
$56.1 - $64.74 $42.5K - $49K
797 $49K
CSCO
Cisco Systems, Inc.

Technology
650
+ 207.67%
$53.19 - $69.38 $34.6K - $45.1K
963 $66K
WMT
Walmart Inc.

Consumer Defensive
183
+ 7.44%
$81.79 - $99.98 $15K - $18.3K
2.64K $258K
AVDE
American Centy ETF Tr Avantis

ETFs
405
+ 29.56%
$59.32 - $74.36 $24K - $30.1K
1.78K $131K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.34K
New
$22.92 - $28.05 $30.6K - $37.5K
1.34K $37K
QCOM
Qualcomm Inc

Technology
46
+ 0.97%
$124.66 - $159.48 $5.73K - $7.34K
4.79K $762K
QTEC
First Trust Nasdaq 100 Technol

ETFs
149
New
$149.56 - $212.83 $22.3K - $31.7K
149 $31K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 1.84%
$210.28 - $289.91 $2.31K - $3.19K
609 $176K
FXL
First Tr Exchange Traded Fd Fi

ETFs
186
New
$115.28 - $157.36 $21.4K - $29.3K
186 $29K
GNRC
Generac Holdings Inc.

Industrials
200
+ 740.74%
$101.92 - $143.21 $20.4K - $28.6K
227 $32K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 27.5%
$462.22 - $707.75 $10.2K - $15.6K
102 $72K
IFV
First Trust Dorsey Wright Inte

ETFs
1.25K
New
$17.98 - $22.92 $22.5K - $28.7K
1.25K $28K
IGM
Ishares Expanded Tech Sector E

ETFs
252
New
$79.8 - $112.34 $20.1K - $28.3K
252 $28K
DVY
Ishares Tr

ETFs
207
+ 82.14%
$118.37 - $134.86 $24.5K - $27.9K
459 $60K
FXD
First Tr Exchange Traded Fd

ETFs
400
New
$50.42 - $63.44 $20.2K - $25.4K
400 $25K
AMED
Amedisys Inc

Healthcare
228
New
$91.31 - $98.39 $20.8K - $22.4K
228 $22K
STZ
Constellation Brands, Inc.

Consumer Defensive
114
New
$160.0 - $195.62 $18.2K - $22.3K
114 $18K
MRK
Merck & Co., Inc.

Healthcare
375
+ 33.69%
$73.47 - $87.12 $27.6K - $32.7K
1.49K $117K
VIG
Vanguard Dividend Appreciation

ETFs
97
+ 41.99%
N/A
328 $59K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
71
New
$180.84 - $240.32 $12.8K - $17.1K
71 $17K
INSP
Inspire Medical Systems, Inc.

Healthcare
130
New
$127.18 - $161.88 $16.5K - $21K
130 $16K
AADR
Advisorshares Dorsey Wright Ad

ETFs
215
New
$62.48 - $80.28 $13.4K - $17.3K
215 $16K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
38
New
$376.48 - $440.65 $14.3K - $16.7K
38 $16K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
467
New
$28.17 - $33.34 $13.2K - $15.6K
467 $15K
VRT
Vertiv Holdings CO

Industrials
162
New
N/A
162 $14K
SO
Southern CO

Utilities
161
New
$84.91 - $92.56 $13.7K - $14.9K
161 $14K
PDP
Invesco Exchange Traded Fd Tr

ETFs
134
New
$89.44 - $108.59 $12K - $14.6K
134 $14K
IYF
Ishares Tr

ETFs
109
New
$99.23 - $120.99 $10.8K - $13.2K
109 $13K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
147
New
$68.68 - $84.86 $10.1K - $12.5K
147 $12K
Activity Summary
Buys All Purchases 124 New Holdings 77 Increased Positions 47 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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