Creekmur Asset Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $388 Billion distributed in 1060 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $31.6B, First Tr Exc Trd Fd Viii Ft Cb with a value of $30.9B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $30.2B, Global X Fds with a value of $28.9B, and Schwab Strategic Tr Us Dividen with a value of $22B.

Examining the 13F form we can see an increase of $95.3B in the current position value, from $292B to 388B. Also it can be appreciated an additional of 343 stocks purchases and 13 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 $388 Billion
ETFs: $249 Billion
Technology: $36.9 Billion
Industrials: $14.8 Billion
Energy: $8.39 Billion
Consumer Cyclical: $7.79 Billion
Healthcare: $7.09 Billion
Consumer Defensive: $6.81 Billion
Financial Services: $6.29 Billion
Other: $9.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,060
  • Current Value $388 Billion
  • Prior Value $292 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 343 stocks
  • Additional Purchases 209 stocks
  • Sold out of 13 stocks
  • Reduced holdings in 317 stocks
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