Creekmur Asset Management LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 Billion distributed in 1018 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Global X Fds with a value of $38.4B, First Tr Ex Td Viii Ft Cboe Ve with a value of $34.9B, First Tr Exc Trd Fd Viii Ft Cb with a value of $34.1B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $33.3B, and Schwab Strategic Tr Us Dividen with a value of $24.7B.
Examining the 13F form we can see an increase of $38.2B in the current position value, from $388B to 426B.
Also it can be appreciated an additional of 112 stocks purchases and 5 closed positions.
Creekmur Asset Management LLC is based out at Morton, IL
Below you can find more details about Creekmur Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$426 Billion
ETFs: $270 Billion
Technology: $37 Billion
Industrials: $18.4 Billion
Energy: $8.78 Billion
Healthcare: $8.74 Billion
Consumer Defensive: $7.4 Billion
Consumer Cyclical: $6.52 Billion
Financial Services: $6.18 Billion
Other: $10.7 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
