Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXR
Extra Space Storage Inc.

Real Estate
1.97K
+ 14.32%
$142.35 - $178.32 $281K - $352K
15.7K $2.36M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2.89K
+ 4.29%
$30.42 - $36.45 $88K - $105K
70.3K $2.24M
BILI
Bilibili Inc.

Communication Services
397
+ 1.55%
$18.07 - $29.66 $7.17K - $11.8K
26K $471K
REXR
Rexford Industrial Realty, Inc.

Real Estate
4K
+ 16.42%
$37.97 - $49.45 $152K - $198K
28.4K $1.1M
SA
Seabridge Gold Inc

Basic Materials
445
+ 1.77%
$11.27 - $20.51 $5.02K - $9.13K
25.6K $292K
ICFI
Icf International, Inc.

Industrials
219
+ 6.67%
$117.59 - $175.87 $25.8K - $38.5K
3.5K $417K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.21K
+ 3.77%
$65.79 - $72.14 $146K - $160K
60.9K $4.01M
CUBE
Cube Smart

Real Estate
1.57K
+ 8.57%
$41.74 - $53.03 $65.6K - $83.3K
19.9K $852K
SLB
Schlumberger Limited

Energy
19.3K
+ 7.94%
$36.83 - $45.59 $711K - $881K
263K $10.1M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
7
+ 0.28%
$1124.26 - $1344.96 $7.87K - $9.41K
2.54K $3.2M
BPT
Bp Prudhoe Bay Royalty Trust

Energy
2.35K
+ 0.87%
$0.54 - $1.37 $1.27K - $3.22K
272K $147K
ABEV
Ambev S.A.

Consumer Defensive
19.7K
+ 6.56%
$1.85 - $2.56 $36.4K - $50.3K
319K $590K
HPQ
Hp Inc

Technology
18K
+ 8.01%
$32.46 - $39.3 $585K - $709K
243K $7.93M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
482
+ 5.06%
$104.5 - $125.64 $50.4K - $60.6K
10K $1.05M
PNTG
Pennant Group, Inc.

Healthcare
1.98K
+ 9.15%
$26.22 - $35.69 $52K - $70.7K
23.6K $627K
INSW
International Seaways, Inc.

Energy
1.01K
+ 8.6%
$32.46 - $54.3 $32.7K - $54.7K
12.7K $457K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.17K
+ 11.3%
$123.8 - $167.8 $144K - $196K
11.5K $1.45M
DNP
Dnp Select Income Fund Inc

Financial Services
3.48K
+ 2.33%
$8.82 - $9.96 $30.7K - $34.6K
152K $1.34M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
24.1K
+ 84.52%
$22.02 - $46.16 $530K - $1.11M
52.5K $1.16M
SCHL
Scholastic Corp

Communication Services
838
+ 5.19%
$19.81 - $29.95 $16.6K - $25.1K
17K $362K
AMCR
Amcor PLC

Consumer Cyclical
7.3K
+ 6.22%
$9.34 - $11.37 $68.2K - $83K
125K $1.17M
CNI
Canadian National Railway CO

Industrials
7.67K
+ 12.82%
$100.62 - $117.12 $771K - $898K
67.5K $6.85M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2.25K
+ 3.59%
$47.66 - $51.84 $107K - $117K
65K $3.11M
IQV
Iqvia Holdings Inc.

Healthcare
3.48K
+ 16.57%
$190.97 - $236.63 $665K - $824K
24.5K $4.81M
BCC
Boise Cascade CO

Basic Materials
183
+ 2.13%
$118.79 - $152.5 $21.7K - $27.9K
8.78K $1.04M
PSEC
Prospect Capital Corp

Financial Services
903
+ 0.53%
$4.16 - $5.34 $3.76K - $4.82K
170K $731K
WING
Wingstop Inc.

Consumer Cyclical
51
+ 3.52%
$281.09 - $422.95 $14.3K - $21.6K
1.5K $426K
HCC
Warrior Met Coal, Inc.

Basic Materials
438
+ 2.12%
$53.63 - $74.78 $23.5K - $32.8K
21.1K $1.15M
GWRE
Guidewire Software, Inc.

Technology
246
+ 1.6%
$168.58 - $207.12 $41.5K - $51K
15.6K $2.63M
IHF
Ishares Tr

ETFs
2.19K
+ 6.88%
$47.41 - $56.83 $104K - $125K
34.1K $1.63M
CTRE
Care Trust Reit, Inc.

Real Estate
1.9K
+ 3.04%
$26.8 - $32.79 $50.9K - $62.3K
64.3K $1.74M
WF
Woori Financial Group Inc.

Financial Services
15.9K
+ 10.2%
$31.21 - $37.04 $496K - $589K
172K $5.37M
SEM
Select Medical Holdings Corp

Healthcare
3.86K
+ 22.14%
$18.26 - $40.2 $70.5K - $155K
21.3K $401K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
801
+ 8.0%
$232.27 - $300.43 $186K - $241K
10.8K $2.54M
HAL
Halliburton CO

Energy
3.89K
+ 2.24%
$25.77 - $31.99 $100K - $124K
177K $4.82M
EXPD
Expeditors International Of Washington Inc

Industrials
2.99K
+ 11.15%
$110.5 - $128.26 $331K - $384K
29.8K $3.3M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
577
+ 4.57%
$165.45 - $196.93 $95.5K - $114K
13.2K $2.19M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
691
+ 2.32%
$59.24 - $74.8 $40.9K - $51.7K
30.4K $1.86M
WEN
Wendy'S CO

Consumer Cyclical
1.34K
+ 0.66%
$16.26 - $20.42 $21.8K - $27.3K
205K $3.33M
FCN
Fti Consulting, Inc

Industrials
9
+ 0.14%
$190.39 - $231.2 $1.71K - $2.08K
6.27K $1.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
303
+ 1.04%
$89.81 - $104.0 $27.2K - $31.5K
29.4K $2.65M
STE
Steris PLC

Healthcare
515
+ 5.71%
$204.34 - $235.7 $105K - $121K
9.53K $1.96M
BAH
Booz Allen Hamilton Holding Corp

Industrials
147
+ 1.96%
$128.36 - $186.0 $18.9K - $27.3K
7.63K $982K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
7.47K
+ 5.33%
$33.67 - $37.35 $252K - $279K
148K $5M
PFG
Principal Financial Group Inc

Financial Services
1.95K
+ 4.2%
$74.91 - $91.26 $146K - $178K
48.4K $3.75M
CPB
Campbell Soup CO

Consumer Defensive
2.46K
+ 4.98%
$41.42 - $48.71 $102K - $120K
51.8K $2.17M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
959
+ 0.7%
$51.33 - $53.74 $49.2K - $51.5K
138K $7.12M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
719
+ 4.66%
$97.29 - $122.68 $70K - $88.2K
16.1K $1.57M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
390
+ 0.84%
$62.71 - $68.47 $24.5K - $26.7K
46.7K $2.94M
Activity Summary
Buys All Purchases 2506 New Holdings 517 Increased Positions 1989 Sells All Sells 961 Reductions 961 Sold out 0 Options Calls 8 Puts 20
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