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Creekmur Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Creekmur Asset Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$164K Buy
2,455
+1
+0% +$65 0.03% 219
2025
Q2 		$157K Sell
2,454
-70
-3% -$4.46K 0.03% 243
2025
Q1 		$172K Buy
2,524
+1
+0% +$69 0.04% 220
2024
Q4 		$165K Buy
2,523
+1
+0% +$69 0.04% 132
2024
Q3 		$184K Sell
2,522
-231
-8% -$16.5K 0.04% 122
2024
Q2 		$189K Sell
2,753
-836
-23% -$56.5K 0.05% 128
2024
Q1 		$250K Sell
3,589
-1,383
-28% -$93.7K 0.09% 98
2023
Q4 		$322K Buy
+4,972
New +$304K 0.1% 102

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Creekmur Asset Management's FHLC Position: Q3 2025 in Review

Creekmur Asset Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.04% in Q3 2025, buying an estimated $65 and bringing the position to 2,455 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #219.

Creekmur Asset Management first reported a position in FHLC in Q4 2023 and has held it in 8 quarters since. The position peaked at $322K in Q4 2023. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

  • Creekmur Asset Management held 2,455 shares of Fidelity MSCI Health Care Index ETF worth $164K as of Q3 2025.
  • Creekmur Asset Management bought 1 Fidelity MSCI Health Care Index ETF share in Q3 2025, an estimated $65.
  • Fidelity MSCI Health Care Index ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #219 holding.
  • Creekmur Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $322K in Q4 2023.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.