Creative Capital Management Investments LLC Incresed Positions 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
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
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
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
HON
Honeywell International Inc

Industrials
190
+ 168.14%
$202.84 - $236.0 $38.5K - $44.8K
303 $68K
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 1.21%
$280.04 - $302.45 $14.6K - $15.7K
4.36K $1.26M
DIS
Walt Disney CO

Communication Services
203
+ 18.76%
$92.39 - $117.6 $18.8K - $23.9K
1.29K $143K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 5.83%
$873.59 - $994.69 $21.8K - $24.9K
454 $415K
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
VLO
Valero Energy Corp

Energy
183
+ 122.0%
$118.59 - $144.02 $21.7K - $26.4K
333 $40K
JNJ
Johnson & Johnson

Healthcare
172
+ 60.14%
$143.34 - $165.86 $24.7K - $28.5K
458 $66K
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 3.86%
$51.92 - $59.94 $5.19K - $5.99K
2.69K $152K
USB
Us Bancorp \De\

Financial Services
43
+ 0.99%
$43.98 - $53.66 $1.89K - $2.31K
4.37K $208K
IBM
International Business Machines Corp

Technology
39
+ 52.7%
$204.9 - $238.04 $7.99K - $9.28K
113 $24K
UPS
United Parcel Service Inc

Industrials
50
+ 2500.0%
$122.65 - $138.35 $6.13K - $6.92K
52 $6K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
99
+ 2.13%
$61.68 - $67.87 $6.11K - $6.72K
4.75K $296K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.87K
+ 200.0%
$22.01 - $66.82 $173K - $526K
11.8K $267K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 300.22%
$25.93 - $105.3 $35.5K - $144K
1.83K $50K
SNAP
Snap Inc

Communication Services
15
+ 2.99%
$9.98 - $12.86 $150 - $193
516 $5K
Dimensional Global Real Estate ETF
19.9K
+ 3.47%
N/A
594K $0
PSX
Phillips 66

Energy
17
+ 17.0%
$110.35 - $138.93 $1.88K - $2.36K
117 $13K
DFSI
Dimensional ETF Tr Dimen Intl
5.16K
+ 32.25%
N/A
21.1K $0
AVGE
American Centy ETF Tr Avantis
8
+ 0.18%
N/A
4.51K $0
DFSB
Dimensional ETF Tr Dimensional
2.4K
+ 11.62%
N/A
23K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.6K
+ 34.85%
N/A
10.1K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
18
+ 3.12%
$71.75 - $75.11 $1.29K - $1.35K
595 $42K
TGT
Target Corp

Consumer Defensive
1
+ 1.64%
$121.59 - $160.69 $122 - $161
62 $8K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.16%
$113.92 - $127.38 $228 - $255
1.28K $146K
ABBV
Abb Vie Inc.

Healthcare
130
+ 9.77%
$164.99 - $203.87 $21.4K - $26.5K
1.46K $259K
QCOM
Qualcomm Inc

Technology
360
+ 7.69%
$150.4 - $178.04 $54.1K - $64.1K
5.04K $774K
PRF
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.02%
$40.15 - $42.9 $883 - $944
140K $5.66M
CMF
Ishares California Muni Bond E

ETFs
60
+ 0.11%
$56.66 - $58.1 $3.4K - $3.49K
55.6K $3.18M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
36.7K
+ 4.12%
$41.17 - $43.34 $1.51M - $1.59M
926K $38.3M
DFAE
Dimensional ETF Tr

ETFs
17.4K
+ 3.32%
$25.36 - $28.15 $441K - $489K
540K $13.7M
DFAX
Dimensional ETF Tr
76.7K
+ 4.37%
$24.76 - $27.04 $1.9M - $2.08M
1.83M $45.6M
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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