Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
19.5K
+ 5.63%
$101.25 - $127.45 $1.97M - $2.48M
366K $44.4M
NOW
Service Now, Inc.

Technology
4.17K
+ 8.06%
$730.87 - $937.36 $3.05M - $3.91M
55.9K $50M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
102K
+ 19.12%
$76.94 - $79.54 $7.83M - $8.1M
634K $50.4M
PFE
Pfizer Inc

Healthcare
266K
+ 17.12%
$27.7 - $31.39 $7.37M - $8.35M
1.82M $52.7M
VTV
Vanguard Value ETF

ETFs
1.72K
+ 0.28%
$159.75 - $174.57 $274K - $300K
620K $108M
SUB
Ishares Short Term National Mu

ETFs
47.5K
+ 1.95%
$104.3 - $106.3 $4.95M - $5.05M
2.49M $264M
AVGO
Broadcom Inc.

Technology
701K
+ 897.65%
$136.27 - $1745.86 $95.6M - $1.22B
779K $134M
CARR
Carrier Global Corp

Industrials
11.7K
+ 2.57%
$61.9 - $80.88 $721K - $943K
465K $37.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.17K
+ 0.61%
$173.36 - $189.8 $550K - $602K
525K $99.6M
GE
General Electric CO

Industrials
16.3K
+ 9.02%
$156.66 - $189.66 $2.55M - $3.08M
197K $37.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.07K
+ 3.13%
$531.86 - $624.21 $1.63M - $1.92M
101K $62.6M
HCA
Hca Healthcare, Inc.

Healthcare
13K
+ 37.64%
$315.12 - $406.43 $4.1M - $5.29M
47.6K $19.3M
BX
Blackstone Inc.

Financial Services
9.67K
+ 4.24%
$120.77 - $159.66 $1.17M - $1.54M
238K $36.4M
DASH
Door Dash, Inc.

Communication Services
40.5K
+ 58.27%
$100.28 - $143.99 $4.06M - $5.83M
110K $15.7M
AXP
American Express CO

Financial Services
7.33K
+ 4.77%
$225.92 - $271.17 $1.66M - $1.99M
161K $43.7M
ANET
Arista Networks, Inc.

Technology
12.6K
+ 13.06%
$311.42 - $388.21 $3.93M - $4.9M
109K $41.9M
CSCO
Cisco Systems, Inc.

Technology
27.8K
+ 2.46%
$44.74 - $53.22 $1.24M - $1.48M
1.16M $61.5M
CINF
Cincinnati Financial Corp

Financial Services
45K
+ 45.55%
$115.7 - $138.2 $5.21M - $6.22M
144K $19.6M
UNP
Union Pacific Corp

Industrials
11.3K
+ 4.56%
$221.78 - $256.09 $2.5M - $2.89M
258K $63.6M
VXF
Vanguard Extended Market ETF

ETFs
7.18K
+ 1.5%
$163.98 - $182.92 $1.18M - $1.31M
485K $88.2M
AMZN
Amazon Com Inc

Consumer Cyclical
149K
+ 5.05%
$161.02 - $200.0 $24M - $29.8M
3.1M $578M
DUK
Duke Energy Corp

Utilities
25.9K
+ 9.31%
$99.35 - $117.71 $2.58M - $3.05M
304K $35.1M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
31.7K
+ 2.64%
$55.06 - $62.25 $1.74M - $1.97M
1.23M $75.8M
SHOP
Shopify Inc.

Technology
16.4K
+ 4.35%
$52.26 - $80.75 $856K - $1.32M
392K $31.4M
AMGN
Amgen Inc

Healthcare
14.9K
+ 8.14%
$309.38 - $337.38 $4.6M - $5.01M
197K $63.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53K
+ 2.31%
$31.05 - $34.29 $1.65M - $1.82M
2.35M $80.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
37.1K
+ 8.1%
$147.95 - $191.05 $5.49M - $7.09M
496K $86.1M
SPGI
S&P Global Inc.

Financial Services
5.91K
+ 12.95%
$446.32 - $527.38 $2.64M - $3.12M
51.6K $26.6M
NU
Nu Holdings Ltd.

Financial Services
427K
+ 102.0%
$10.71 - $15.14 $4.57M - $6.46M
846K $11.5M
MSTR
Microstrategy Inc

Technology
83.1K
+ 1252.17%
$114.3 - $1800.09 $9.5M - $150M
89.8K $15.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.1K
+ 0.84%
$56.47 - $63.69 $573K - $646K
1.22M $77.1M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
32.3K
+ 2.38%
$38.03 - $42.06 $1.23M - $1.36M
1.39M $58.1M
VBR
Vanguard Small Cap Value ETF

ETFs
6.92K
+ 2.83%
$179.99 - $201.6 $1.25M - $1.39M
251K $50.4M
ISRG
Intuitive Surgical Inc

Healthcare
5.84K
+ 9.27%
$416.14 - $494.01 $2.43M - $2.89M
68.9K $33.8M
ADP
Automatic Data Processing Inc

Industrials
3.46K
+ 2.78%
$233.44 - $279.45 $807K - $966K
128K $35.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
14.2K
+ 0.81%
$32.04 - $37.11 $453K - $525K
1.77M $64.5M
SO
Southern CO

Utilities
12K
+ 3.37%
$77.0 - $90.52 $925K - $1.09M
369K $33.2M
SAP
Sap Se

Technology
14.1K
+ 17.4%
$197.21 - $231.0 $2.79M - $3.27M
95.4K $21.9M
MMM
3 M CO

Industrials
1.48K
+ 0.97%
$99.69 - $139.42 $147K - $206K
153K $20.9M
GILD
Gilead Sciences, Inc.

Healthcare
30.5K
+ 16.15%
$66.59 - $83.99 $2.03M - $2.56M
219K $18.4M
OKTA
Okta, Inc.

Technology
75.3K
+ 660.96%
$71.0 - $100.39 $5.35M - $7.56M
86.7K $6.44M
T
At&T Inc.

Communication Services
43.8K
+ 2.88%
$18.21 - $22.28 $798K - $976K
1.56M $34.4M
SHW
Sherwin Williams CO

Basic Materials
4.77K
+ 11.57%
$294.65 - $384.0 $1.41M - $1.83M
46K $17.5M
NOC
Northrop Grumman Corp

Industrials
3.02K
+ 7.63%
$423.73 - $533.14 $1.28M - $1.61M
42.6K $22.5M
RY
Royal Bank Of Canada

Financial Services
12.7K
+ 6.39%
$105.65 - $124.73 $1.34M - $1.58M
211K $26.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.4K
+ 1.14%
$65.06 - $71.72 $744K - $820K
1.01M $72M
PGR
Progressive Corp

Financial Services
9.11K
+ 14.86%
$209.46 - $259.24 $1.91M - $2.36M
70.4K $17.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1K
+ 0.23%
$332.02 - $382.76 $332K - $383K
437K $164M
SONY
Sony Group Corp

Technology
18.7K
+ 6.56%
$81.61 - $98.65 $1.52M - $1.84M
303K $29.3M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email