Creative Capital Management Investments LLC Incresed Positions 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
RTX
Raytheon Technologies Corp

Industrials
52
+ 0.79%
$113.75 - $148.48 $5.92K - $7.72K
6.63K $968K
FV
First Trust Dorsey Wright Focu

ETFs
1.4K
+ 97.36%
$48.43 - $59.26 $68K - $83.2K
2.85K $168K
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 6.62%
$496.48 - $617.85 $26.8K - $33.4K
870 $537K
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
LMT
Lockheed Martin Corp

Industrials
103
+ 2575.0%
$430.82 - $486.45 $44.4K - $50.1K
107 $49K
CSCO
Cisco Systems, Inc.

Technology
650
+ 207.67%
$53.19 - $69.38 $34.6K - $45.1K
963 $66K
IAU
Ishares Gold Trust

ETFs
757
+ 1892.5%
$56.1 - $64.74 $42.5K - $49K
797 $49K
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
QCOM
Qualcomm Inc

Technology
46
+ 0.97%
$124.66 - $159.48 $5.73K - $7.34K
4.79K $762K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 1.84%
$210.28 - $289.91 $2.31K - $3.19K
609 $176K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 27.5%
$462.22 - $707.75 $10.2K - $15.6K
102 $72K
GNRC
Generac Holdings Inc.

Industrials
200
+ 740.74%
$101.92 - $143.21 $20.4K - $28.6K
227 $32K
DVY
Ishares Tr

ETFs
207
+ 82.14%
$118.37 - $134.86 $24.5K - $27.9K
459 $60K
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
C
Citigroup Inc

Financial Services
73
+ 22.26%
$58.13 - $85.12 $4.24K - $6.21K
401 $34K
ADI
Analog Devices Inc

Technology
24
+ 41.38%
$164.6 - $238.02 $3.95K - $5.71K
82 $19K
NEE
Nextera Energy Inc

Utilities
107
+ 74.31%
$64.11 - $75.0 $6.86K - $8.03K
251 $17K
SYK
Stryker Corp

Healthcare
13
+ 18.31%
$337.37 - $395.63 $4.39K - $5.14K
84 $33K
MA
Mastercard Inc

Financial Services
9
+ 10.98%
$479.92 - $590.74 $4.32K - $5.32K
91 $51K
CCI
Crown Castle International Corp

Real Estate
55
+ 2750.0%
$94.83 - $107.06 $5.22K - $5.89K
57 $5K
PGR
Progressive Corp

Financial Services
20
+ 62.5%
$255.27 - $288.74 $5.11K - $5.77K
52 $13K
ACN
Accenture PLC

Technology
12
+ 11.76%
$279.23 - $323.21 $3.35K - $3.88K
114 $34K
SNAP
Snap Inc

Communication Services
391
+ 66.27%
$7.23 - $9.21 $2.83K - $3.6K
981 $8K
ITW
Illinois Tool Works Inc

Industrials
12
+ 11.65%
$218.41 - $252.43 $2.62K - $3.03K
115 $28K
UNP
Union Pacific Corp

Industrials
15
+ 10.64%
$208.27 - $238.46 $3.12K - $3.58K
156 $35K
TGT
Target Corp

Consumer Defensive
21
+ 33.87%
$88.76 - $105.77 $1.86K - $2.22K
83 $8K
DFSU
Dimensional ETF Tr Dimen Us Su
137
+ 0.8%
N/A
17.3K $0
Dimensional Global Real Estate ETF
26.9K
+ 4.15%
N/A
676K $0
Pimco Multisector Bond Active Exchange Traded Fund
33K
+ 5.33%
N/A
652K $0
SBUX
Starbucks Corp

Consumer Cyclical
26
+ 4.06%
$79.69 - $99.41 $2.07K - $2.58K
667 $61K
PFE
Pfizer Inc

Healthcare
37
+ 1.47%
$21.59 - $24.84 $799 - $919
2.55K $61K
XOM
Exxon Mobil Corp

Energy
272
+ 8.15%
$99.93 - $119.04 $27.2K - $32.4K
3.61K $389K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 6.85%
$274.35 - $599.47 $2.74K - $5.99K
156 $48K
ABBV
Abb Vie Inc.

Healthcare
35
+ 2.4%
$170.16 - $206.27 $5.96K - $7.22K
1.5K $277K
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
Track This Portfolio

Track Creative Capital Management Investments LLC Portfolio

Follow Creative Capital Management Investments LLC 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 Creative Capital Management Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative Capital Management Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email