Creekmur Asset Management LLC Reduced Holdings in Q2 2025

Creekmur Asset Management LLC

  • $566 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Global X Fds
-676K
- 89.47%
N/A
79.6K $7.99B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-161K
- 94.0%
$59.8 - $60.07 $9.66M - $9.7M
10.3K $617M
First Tr Exchange Traded Fd
-437K
- 97.3%
N/A
12.1K $255M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-74.9K
- 55.3%
$96.84 - $99.46 $7.26M - $7.45M
60.6K $6.01B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-119K
- 96.9%
$42.72 - $44.24 $5.08M - $5.26M
3.8K $167M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-76.4K
- 9.41%
$24.32 - $27.87 $1.86M - $2.13M
735K $19.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-23.1K
- 85.24%
$51.16 - $62.02 $1.18M - $1.43M
4.01K $248M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.7K
- 10.32%
$376.48 - $440.65 $1.77M - $2.07M
40.8K $18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.54K
- 73.45%
$90.56 - $109.49 $864K - $1.04M
3.45K $377M
JNJ
Johnson & Johnson

Healthcare
-4.57K
- 29.56%
$146.36 - $159.82 $669K - $730K
10.9K $1.66B
TRGP
Targa Resources Corp.

Energy
-3.07K
- 99.22%
$157.32 - $205.72 $483K - $631K
24 $4.22M
XOM
Exxon Mobil Corp

Energy
-1.24K
- 4.7%
$99.93 - $119.04 $124K - $148K
25.2K $2.72B
AFL
Aflac Inc

Financial Services
-3.39K
- 28.94%
$99.77 - $112.45 $338K - $381K
8.33K $878M
DVA
Davita Inc.

Healthcare
-2.58K
- 52.76%
$133.5 - $155.51 $345K - $402K
2.31K $330M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.73K
- 68.32%
$45.3 - $50.64 $305K - $341K
3.12K $153M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.31K
- 14.56%
$91.43 - $91.74 $302K - $303K
19.4K $1.78B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.85K
- 48.23%
$90.85 - $102.31 $259K - $292K
3.06K $308M
IYF
Ishares Tr

ETFs
-2.62K
- 59.26%
$99.23 - $120.99 $260K - $317K
1.8K $218M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.51K
- 28.19%
$126.84 - $145.22 $192K - $219K
3.85K $496M
TPL
Texas Pacific Land Corp

Energy
-56
- 11.02%
$1036.28 - $1430.55 $58K - $80.1K
452 $477M
IYH
Ishares Tr

ETFs
-29
- 0.1%
$53.97 - $60.17 $1.57K - $1.74K
29K $1.64B
RLI
Rli Corp

Financial Services
-49
- 0.39%
$71.27 - $80.82 $3.49K - $3.96K
12.7K $916M
IFRA
Ishares Tr

ETFs
-2.28K
- 31.61%
$40.97 - $49.19 $93.4K - $112K
4.93K $243M
ARES
Ares Management Corp

Financial Services
-471
- 98.13%
$118.04 - $175.83 $55.6K - $82.8K
9 $1.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-690
- 6.56%
$85.42 - $94.39 $58.9K - $65.1K
9.82K $922M
First Tr Exchng Traded Fd Vi
-1.81K
- 13.03%
N/A
12K $378M
WELL
Welltower Inc.

Real Estate
-250
- 49.5%
$136.49 - $155.22 $34.1K - $38.8K
255 $39.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-203
- 17.37%
$168.34 - $195.42 $34.2K - $39.7K
966 $189M
EPD
Enterprise Products Partners L.P.

Energy
-641
- 19.8%
$28.95 - $34.22 $18.6K - $21.9K
2.6K $80.5M
DEW
Wisdomtree Tr Global High Divi

ETFs
-621
- 10.85%
$49.61 - $57.63 $30.8K - $35.8K
5.1K $292M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.15K
- 11.07%
$51.6 - $62.74 $59.4K - $72.3K
9.26K $581M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-554
- 76.41%
$45.88 - $54.4 $25.4K - $30.1K
171 $9.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 39.26%
$496.48 - $617.85 $26.3K - $32.7K
82 $50.7M
XLE
Energy Sector Spdr

ETFs
-177
- 25.04%
$76.44 - $94.13 $13.5K - $16.7K
530 $44.9M
CBOE
Cboe Global Markets, Inc.

Financial Services
-91
- 98.91%
$205.81 - $234.23 $18.7K - $21.3K
1 $124K
OXY
Occidental Petroleum Corp

Energy
-70
- 3.14%
$36.11 - $49.33 $2.53K - $3.45K
2.16K $90.6M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-462
- 82.94%
$30.31 - $53.25 $14K - $24.6K
95 $4.41M
EEM
Ishares Msci Emerging Markets

ETFs
-389
- 76.88%
$38.52 - $48.28 $15K - $18.8K
117 $5.65M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-6.72K
- 13.92%
$70.56 - $92.75 $474K - $623K
41.5K $3.73B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-70
- 2.77%
$61.03 - $67.59 $4.27K - $4.73K
2.45K $157M
TDIV
First Trust Nasdaq Technology

ETFs
-360
- 33.77%
$64.41 - $90.17 $23.2K - $32.5K
706 $63.7M
IWX
Ishares Tr Russell 200 Value E

ETFs
-157
- 99.37%
$73.26 - $84.19 $11.5K - $13.2K
1 $69K
MSB
Mesabi Trust

Basic Materials
-452
- 99.78%
$22.73 - $28.99 $10.3K - $13.1K
1 $16K
FVD
First Tr Value Line Divid Inde

ETFs
-247
- 16.89%
$40.62 - $45.12 $10K - $11.1K
1.22K $54.3M
DRD
Drdgold LTD

Basic Materials
-682
- 98.55%
$12.96 - $17.16 $8.84K - $11.7K
10 $135K
KEY
Keycorp

Financial Services
-628
- 99.37%
$13.23 - $17.42 $8.31K - $10.9K
4 $62K
YUM
Yum Brands Inc

Consumer Cyclical
-44
- 12.79%
$138.36 - $161.45 $6.09K - $7.1K
300 $44.4M
Peakstone Realty Trust
-806
- 37.91%
N/A
1.32K $17.4M
IVT
Inven Trust Properties Corp.

Real Estate
-314
- 99.68%
$25.97 - $29.73 $8.15K - $9.34K
1 $16K
Activity Summary
Buys All Purchases 430 New Holdings 132 Increased Positions 298 Sells All Sells 125 Reductions 122 Sold out 3 Options Calls 0 Puts 0
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