Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
2.08K
+ 2.15%
$89.69 - $119.32 $187K - $249K
98.9K $11.8M
INFY
Infosys LTD

Technology
83.6K
+ 26.37%
$18.76 - $23.28 $1.57M - $1.95M
401K $8.93M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
899
+ 4.4%
$1015.62 - $1159.62 $913K - $1.04M
21.4K $24.6M
SLVM
Sylvamo Corp

Basic Materials
33.3K
+ 430.76%
$65.73 - $87.18 $2.19M - $2.9M
41K $3.52M
HRB
H&R Block Inc

Consumer Cyclical
40K
+ 86.59%
$52.99 - $66.6 $2.12M - $2.66M
86.2K $5.48M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
7.8K
+ 3.13%
$102.5 - $112.27 $799K - $875K
257K $28.8M
NSC
Norfolk Southern Corp

Industrials
517
+ 0.62%
$213.75 - $259.69 $111K - $134K
84.4K $21M
OKE
Oneok Inc

Energy
7.47K
+ 3.2%
$78.62 - $95.27 $587K - $711K
241K $22M
CMI
Cummins Inc

Industrials
203
+ 0.33%
$266.63 - $326.4 $54.1K - $66.3K
61K $19.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
42.9K
+ 44.57%
$54.98 - $59.51 $2.36M - $2.55M
139K $8.27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.73K
+ 0.7%
$59.93 - $66.52 $284K - $315K
685K $45.5M
TTD
Trade Desk, Inc.

Technology
12.4K
+ 10.57%
$83.08 - $110.79 $1.03M - $1.37M
130K $14.2M
URI
United Rentals, Inc.

Industrials
959
+ 7.93%
$627.41 - $814.1 $602K - $781K
13K $10.6M
TXN
Texas Instruments Inc

Technology
14K
+ 7.09%
$194.6 - $194.6 $2.72M - $2.72M
211K $41.1M
KKR
Kkr & Co. Inc.

Financial Services
8.96K
+ 14.9%
$104.51 - $133.23 $937K - $1.19M
69.1K $9.03M
FICO
Fair Isaac Corp

Technology
445
+ 11.17%
$1496.51 - $1947.38 $666K - $867K
4.43K $8.61M
DOV
Dover Corp

Industrials
50
+ 0.02%
$172.5 - $193.03 $8.63K - $9.65K
234K $44.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6.73K
+ 83.66%
$320.55 - $412.94 $2.16M - $2.78M
14.8K $5.75M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.1K
+ 0.3%
$103.87 - $117.59 $114K - $129K
362K $42.5M
MSI
Motorola Solutions, Inc.

Technology
2.32K
+ 9.35%
$385.65 - $450.49 $896K - $1.05M
27.2K $12.2M
FNDX
Schwab Fundamental U S Large C

ETFs
7.54K
+ 1.74%
$65.36 - $71.76 $493K - $541K
440K $31.6M
VHT
Vanguard Health Care ETF

ETFs
5.35K
+ 8.01%
$261.88 - $288.1 $1.4M - $1.54M
72.1K $20.4M
BWX
Spdr Bloomberg International T

ETFs
32.6K
+ 3.53%
$21.34 - $23.47 $695K - $764K
955K $22.3M
NEM
Newmont Corp

Basic Materials
24.5K
+ 23.4%
$41.65 - $55.85 $1.02M - $1.37M
129K $6.92M
GBDC
Golub Capital Bdc, Inc.

Financial Services
168K
+ 1156.52%
$14.36 - $16.0 $2.41M - $2.68M
182K $2.75M
ALL
Allstate Corp

Financial Services
3.28K
+ 5.16%
$158.43 - $192.86 $520K - $633K
66.8K $12.7M
BSX
Boston Scientific Corp

Healthcare
14.7K
+ 7.74%
$72.96 - $84.0 $1.07M - $1.23M
204K $17.1M
MCO
Moodys Corp

Financial Services
2.93K
+ 14.1%
$421.49 - $494.67 $1.24M - $1.45M
23.7K $11.3M
EFX
Equifax Inc

Industrials
2.4K
+ 6.86%
$236.42 - $307.13 $567K - $736K
37.3K $11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.86K
+ 6.32%
$210.25 - $231.86 $1.23M - $1.36M
98.6K $22M
MS
Morgan Stanley

Financial Services
8.9K
+ 4.21%
$92.07 - $106.96 $820K - $952K
220K $22.9M
PSA
Public Storage

Real Estate
2.55K
+ 13.12%
$283.13 - $365.01 $722K - $931K
22K $8M
GWW
W.W. Grainger, Inc.

Industrials
905
+ 8.49%
$896.19 - $1044.18 $811K - $945K
11.6K $12M
D
Dominion Energy, Inc

Utilities
4.92K
+ 2.09%
$48.01 - $58.53 $236K - $288K
241K $13.9M
TYL
Tyler Technologies Inc

Technology
686
+ 2.94%
$499.52 - $595.46 $343K - $408K
24.1K $14M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.18K
+ 22.65%
$1024.09 - $1201.76 $2.23M - $2.62M
11.8K $12.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
38.3K
+ 7.54%
$41.95 - $43.42 $1.6M - $1.66M
546K $23.7M
CI
Cigna Corp

Healthcare
3.99K
+ 7.18%
$319.12 - $367.1 $1.27M - $1.47M
59.7K $20.7M
PCVX
Vaxcyte, Inc.

Healthcare
10.2K
+ 37.55%
$70.52 - $117.12 $722K - $1.2M
37.5K $4.28M
MRVL
Marvell Technology, Inc.

Technology
28.3K
+ 37.49%
$56.15 - $76.24 $1.59M - $2.16M
104K $7.48M
RMD
Resmed Inc

Healthcare
3.74K
+ 15.4%
$186.94 - $252.92 $699K - $946K
28K $6.84M
XLF
Financial Sector Spdr

ETFs
12.8K
+ 3.36%
$40.84 - $45.74 $523K - $586K
393K $17.8M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
117K
+ 348.72%
$14.95 - $26.75 $1.75M - $3.13M
151K $2.87M
IOT
Samsara Inc.

Technology
242
+ 0.16%
$34.85 - $49.75 $8.43K - $12K
148K $7.11M
WIT
Wipro LTD

Technology
264K
+ 24.59%
$5.66 - $6.89 $1.49M - $1.82M
1.34M $8.67M
ED
Consolidated Edison Inc

Utilities
7.27K
+ 7.93%
$88.42 - $104.97 $643K - $763K
98.9K $10.3M
CME
Cme Group Inc.

Financial Services
4.35K
+ 9.28%
$193.43 - $220.62 $842K - $961K
51.3K $11.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.33K
+ 3.71%
$218.05 - $243.47 $727K - $812K
93.1K $22.7M
DIS
Walt Disney CO

Communication Services
41.3K
+ 6.72%
$85.6 - $98.61 $3.53M - $4.07M
656K $63.1M
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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