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| Creekmur Asset Management LLC
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| |
|---|---|
| CRD # | 306903 |
| SEC # | 801-118002 |
| CIK # | 0002013091 |
| AUM | $410.6 MM (2024-05-15) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 309-925-2043 |
| Address | 805 West Jackson Morton, IL 61550 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 20.2 | |
| CAT | 99,975.7 | 6.2 | |
| AAPL | 2,382,844.0 | 5.4 | |
| AMZN | 1,092,997.8 | 4.2 | |
| MSFT | 1,918,222.4 | 3.1 | |
| XOM | 385,508.3 | 3.1 | |
| WPM | 17,101.8 | 2.6 | |
| GOOGL | 1,475,138.5 | 2.2 | |
| WMT | 335,434.5 | 2.0 | |
| AVGO | 201,282.9 | 1.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,189 | 169.5 |
| (b) Individuals (high net worth individuals) | 111 | 230.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 10.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,152 | 410.6 |
| By Discretionary | ||
| Discretionary | 3,132 | 402.5 |
| Non-Discretionary | 20 | 8.1 |
| Total | 3,152 | 410.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.6 | |
| Total | 3,152 | 410.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002013091] |
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|---|---|---|
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