Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
9.73K
+ 0.54%
$109.72 - $119.0 $1.07M - $1.16M
1.8M $211M
TT
Trane Technologies PLC

Industrials
3.45K
+ 5.81%
$314.21 - $388.71 $1.08M - $1.34M
62.8K $24.4M
BLK
Black Rock Inc.

Financial Services
1.35K
+ 6.19%
$782.27 - $949.51 $1.06M - $1.28M
23.2K $22M
PH
Parker Hannifin Corp

Industrials
2.51K
+ 9.86%
$501.01 - $635.92 $1.26M - $1.6M
28K $17.7M
IR
Ingersoll Rand Inc.

Industrials
43.8K
+ 66.2%
$86.9 - $100.4 $3.81M - $4.4M
110K $10.8M
TGT
Target Corp

Consumer Defensive
20.4K
+ 10.27%
$133.47 - $159.25 $2.72M - $3.24M
219K $34.1M
ETN
Eaton Corp PLC

Industrials
4.71K
+ 2.67%
$272.52 - $333.02 $1.28M - $1.57M
181K $60M
OXY
Occidental Petroleum Corp

Energy
119K
+ 92.97%
$49.91 - $63.73 $5.95M - $7.6M
247K $12.8M
ENSG
Ensign Group, Inc

Healthcare
27.1K
+ 73.99%
$124.14 - $153.65 $3.37M - $4.17M
63.8K $9.18M
CTAS
Cintas Corp

Industrials
69K
+ 356.59%
$201.38 - $819.83 $13.9M - $56.6M
88.4K $18.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.89K
+ 1.02%
$79.92 - $88.19 $471K - $520K
581K $51.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9.22K
+ 2.3%
$112.99 - $126.45 $1.04M - $1.17M
411K $51.7M
DG
Dollar General Corp

Consumer Defensive
86.2K
+ 148.9%
$80.41 - $132.42 $6.93M - $11.4M
144K $12.2M
DHR
Danaher Corp

Healthcare
3.75K
+ 3.06%
$239.25 - $280.76 $897K - $1.05M
126K $35.1M
GS
Goldman Sachs Group Inc

Financial Services
2.58K
+ 3.46%
$459.02 - $510.25 $1.18M - $1.32M
77K $38.1M
NVS
Novartis Ag

Healthcare
13.5K
+ 4.07%
$106.13 - $120.89 $1.43M - $1.63M
345K $39.7M
WELL
Welltower Inc.

Real Estate
3.68K
+ 2.28%
$104.0 - $129.74 $383K - $478K
165K $21.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
14.6K
+ 2.2%
$66.31 - $74.08 $965K - $1.08M
675K $49.5M
TJX
Tjx Companies Inc

Consumer Cyclical
16.9K
+ 5.5%
$107.93 - $120.23 $1.82M - $2.03M
324K $38M
UL
Unilever PLC

Consumer Defensive
23.7K
+ 8.72%
$54.7 - $65.59 $1.3M - $1.56M
296K $19.2M
VZ
Verizon Communications Inc

Communication Services
23.7K
+ 2.83%
$38.89 - $45.0 $922K - $1.07M
862K $38.7M
AEP
American Electric Power CO Inc

Utilities
56
+ 0.02%
$87.11 - $104.95 $4.88K - $5.88K
278K $28.5M
VUG
Vanguard Growth ETF

ETFs
3.75K
+ 1.4%
$341.08 - $391.94 $1.28M - $1.47M
271K $104M
UBER
Uber Technologies, Inc

Technology
49.5K
+ 33.97%
$58.48 - $77.47 $2.89M - $3.83M
195K $14.7M
MO
Altria Group, Inc.

Consumer Defensive
24K
+ 4.74%
$45.95 - $54.71 $1.1M - $1.32M
532K $27.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
39.6K
+ 82.63%
$85.48 - $98.39 $3.38M - $3.9M
87.5K $8.45M
PK
Park Hotels & Resorts Inc.

Real Estate
280K
+ 1068.62%
$13.63 - $15.7 $3.81M - $4.39M
306K $4.32M
DE
Deere & CO

Industrials
1.56K
+ 2.1%
$344.84 - $418.0 $536K - $650K
75.5K $31.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
15.8K
+ 4.84%
$64.35 - $75.71 $1.02M - $1.2M
343K $25.3M
AMT
American Tower Corp

Real Estate
5K
+ 7.08%
$192.27 - $242.73 $961K - $1.21M
75.6K $17.6M
CVS
Cvs Health Corp

Healthcare
47.7K
+ 23.5%
$55.81 - $63.18 $2.66M - $3.02M
251K $15.8M
SABR
Sabre Corp

Consumer Cyclical
264K
+ 9.7%
$2.57 - $3.72 $679K - $982K
2.99M $11M
SNY
Sanofi

Healthcare
33.7K
+ 18.03%
$48.54 - $58.53 $1.64M - $1.97M
221K $12.7M
XEL
Xcel Energy Inc

Utilities
4.14K
+ 1.46%
$52.11 - $65.3 $216K - $270K
287K $18.7M
IFRA
Ishares Tr

ETFs
36.7K
+ 9.79%
$41.55 - $46.97 $1.53M - $1.73M
412K $19.4M
CMCSA
Comcast Corp

Communication Services
25K
+ 2.67%
$37.33 - $41.78 $932K - $1.04M
960K $40.1M
EXC
Exelon Corp

Utilities
66.3K
+ 49.11%
$34.24 - $40.55 $2.27M - $2.69M
201K $8.16M
HLNE
Hamilton Lane Inc

Financial Services
3.83K
+ 6.1%
$123.12 - $168.4 $471K - $645K
66.6K $11.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.61K
+ 1.86%
$386.81 - $423.12 $622K - $681K
87.9K $37.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.13K
+ 3.09%
$247.34 - $300.11 $527K - $640K
71.2K $21.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.87K
+ 1.59%
$106.11 - $113.72 $729K - $781K
438K $49.5M
ZTS
Zoetis Inc.

Healthcare
7.17K
+ 8.61%
$172.58 - $196.48 $1.24M - $1.41M
90.4K $17.7M
TRV
Travelers Companies, Inc.

Financial Services
2.88K
+ 3.52%
$201.87 - $242.35 $580K - $697K
84.6K $19.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.06K
+ 8.67%
$156.14 - $187.2 $945K - $1.13M
75.9K $14M
IREN
Iris Energy LTD

Financial Services
396K
+ 641.39%
$6.44 - $15.03 $2.55M - $5.95M
458K $3.86M
DHI
Horton D R Inc

Consumer Cyclical
6.71K
+ 17.98%
$135.21 - $197.06 $907K - $1.32M
44K $8.4M
PLD
Prologis, Inc.

Real Estate
15.5K
+ 18.32%
$111.95 - $132.43 $1.74M - $2.05M
100K $12.6M
IGOV
Ishares 1 3 International Trea

ETFs
18.4K
+ 2.5%
$38.52 - $42.09 $708K - $774K
753K $31.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
16K
+ 3.26%
$84.77 - $97.13 $1.35M - $1.55M
506K $48.5M
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