Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.25M
+ 8.58%
$71.45 - $75.64 $518M - $548M
91.7M $6.89B
IVV
Ishares Core S&P 500 ETF

ETFs
257K
+ 1.22%
$520.18 - $576.82 $134M - $149M
21.4M $12.3B
VEA
Vanguard Ftse Developed Market

ETFs
5.34M
+ 3.82%
$47.6 - $53.31 $254M - $285M
145M $7.66B
SPMD
Spdr Portfolio

ETFs
3.46M
+ 4.96%
$50.29 - $54.92 $174M - $190M
73.3M $4.01B
AAPL
Apple Inc.

Technology
360K
+ 3.89%
$207.23 - $234.82 $74.6M - $84.5M
9.62M $2.24B
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.75M
+ 6.39%
$38.04 - $45.36 $66.6M - $79.4M
29.1M $1.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
916K
+ 3.2%
$60.84 - $67.51 $55.7M - $61.8M
29.5M $1.99B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.9K
+ 0.66%
$405.19 - $478.57 $7.24M - $8.55M
2.71M $1.25B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
69.8K
+ 0.13%
$33.74 - $37.96 $2.35M - $2.65M
53.4M $2B
VCIT
Vanguard Intermediate Term Cor

ETFs
395K
+ 1.67%
$79.29 - $84.02 $31.3M - $33.2M
24.1M $2.02B
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.06M
+ 9.0%
$29.58 - $30.31 $90.6M - $92.8M
37.1M $1.12B
MUB
Ishares National Muni Bond ETF

ETFs
723K
+ 6.08%
$106.13 - $108.7 $76.8M - $78.6M
12.6M $1.37B
TSLA
Tesla, Inc.

Consumer Cyclical
144K
+ 19.16%
$191.76 - $263.26 $27.6M - $37.9M
896K $235M
AVUV
American Centy ETF Tr Avantis

ETFs
395K
+ 6.83%
$88.24 - $99.7 $34.9M - $39.4M
6.19M $593M
VGIT
Vanguard Intermediate Term Tre

ETFs
831K
+ 7.75%
$57.8 - $60.8 $48.1M - $50.6M
11.6M $698M
AVDV
American Centy ETF Tr Avantis

ETFs
377K
+ 6.33%
$62.52 - $71.12 $23.6M - $26.8M
6.34M $448M
META
Meta Platforms, Inc.

Communication Services
14.9K
+ 2.12%
$453.41 - $572.44 $6.73M - $8.5M
717K $410M
HD
Home Depot, Inc.

Consumer Cyclical
32.9K
+ 6.85%
$333.64 - $405.2 $11M - $13.3M
513K $208M
VB
Vanguard Small Cap ETF

ETFs
10.4K
+ 0.56%
$214.77 - $237.72 $2.24M - $2.47M
1.88M $446M
WMT
Walmart Inc.

Consumer Defensive
83.4K
+ 4.85%
$66.91 - $81.4 $5.58M - $6.79M
1.8M $145M
ORCL
Oracle Corp

Technology
30.3K
+ 4.07%
$125.9 - $170.35 $3.82M - $5.17M
775K $132M
ABBV
Abb Vie Inc.

Healthcare
33.2K
+ 4.63%
$163.84 - $199.33 $5.44M - $6.62M
751K $148M
UNH
Unitedhealth Group Inc

Healthcare
14.6K
+ 7.39%
$488.01 - $604.18 $7.13M - $8.83M
212K $124M
JNJ
Johnson & Johnson

Healthcare
41.1K
+ 4.34%
$145.48 - $167.38 $5.98M - $6.88M
988K $160M
KO
Coca Cola CO

Consumer Defensive
70.6K
+ 3.96%
$62.69 - $73.01 $4.43M - $5.15M
1.85M $133M
PG
Procter & Gamble CO

Consumer Defensive
47.6K
+ 3.53%
$160.76 - $177.82 $7.64M - $8.46M
1.39M $241M
AMD
Advanced Micro Devices Inc

Technology
108K
+ 32.97%
$128.67 - $183.96 $13.9M - $19.9M
437K $71.6M
COST
Costco Wholesale Corp

Consumer Defensive
11.3K
+ 5.3%
$801.83 - $917.05 $9.04M - $10.3M
224K $199M
MCD
Mcdonalds Corp

Consumer Cyclical
4.48K
+ 1.38%
$245.82 - $304.51 $1.1M - $1.36M
329K $100M
IBM
International Business Machines Corp

Technology
14.7K
+ 5.13%
$175.1 - $223.38 $2.57M - $3.28M
301K $66.5M
JPM
Jpmorgan Chase & CO

Financial Services
34.7K
+ 3.15%
$194.9 - $224.8 $6.77M - $7.81M
1.14M $240M
ADBE
Adobe Inc.

Technology
41.2K
+ 33.27%
$508.13 - $586.55 $21M - $24.2M
165K $85.5M
ACN
Accenture PLC

Technology
13K
+ 5.54%
$295.44 - $355.81 $3.84M - $4.62M
248K $87.6M
MA
Mastercard Inc

Financial Services
11.3K
+ 5.83%
$429.6 - $500.99 $4.87M - $5.68M
206K $102M
LOW
Lowes Companies Inc

Consumer Cyclical
18.4K
+ 8.99%
$213.3 - $270.78 $3.92M - $4.98M
223K $60.3M
CAT
Caterpillar Inc

Industrials
3.77K
+ 1.68%
$316.8 - $391.12 $1.19M - $1.48M
228K $89.1M
LMT
Lockheed Martin Corp

Industrials
3.24K
+ 3.14%
$460.3 - $584.56 $1.49M - $1.89M
106K $62.1M
IEMG
Ishares Inc

ETFs
108K
+ 0.15%
$53.64 - $53.64 $5.8M - $5.8M
70.3M $3.77B
NEE
Nextera Energy Inc

Utilities
19.7K
+ 2.43%
$69.9 - $84.97 $1.38M - $1.67M
831K $70.3M
ABT
Abbott Laboratories

Healthcare
43.4K
+ 5.67%
$100.07 - $118.13 $4.34M - $5.13M
809K $92.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
54.1K
+ 4.6%
$91.37 - $101.65 $4.95M - $5.5M
1.23M $125M
APP
App Lovin Corp

Technology
53.6K
+ 58.77%
$67.14 - $130.65 $3.6M - $7.01M
145K $18.9M
NFLX
Netflix Inc

Communication Services
10.8K
+ 10.81%
$598.55 - $722.26 $6.45M - $7.79M
111K $78.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.5K
+ 1.86%
$77.02 - $85.06 $1.89M - $2.08M
1.34M $113M
RTX
Raytheon Technologies Corp

Industrials
5.97K
+ 1.23%
$99.55 - $123.34 $594K - $736K
491K $59.4M
CEG
Constellation Energy Corp

Utilities
25.7K
+ 38.3%
$167.08 - $262.86 $4.3M - $6.77M
92.9K $24.2M
V
Visa Inc.

Financial Services
13.3K
+ 2.41%
$253.74 - $291.56 $3.38M - $3.88M
567K $156M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
201K
+ 82.89%
$49.83 - $62.75 $10M - $12.6M
444K $25.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
50.4K
+ 92.8%
$136.93 - $162.81 $6.89M - $8.2M
105K $16.8M
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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