Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
18.8K
+ 16.46%
$37.88 - $58.85 $711K - $1.1M
133K $7.58M
HDV
Ishares Core High Dividend ETF

ETFs
1.09K
+ 0.52%
$107.62 - $118.76 $117K - $129K
210K $24.7M
SWK
Stanley Black & Decker, Inc.

Industrials
11.1K
+ 43.89%
$77.75 - $110.17 $862K - $1.22M
36.3K $4M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.54K
+ 4.44%
$259.22 - $299.75 $658K - $760K
59.7K $16.8M
LUMN
Lumen Technologies, Inc.

Communication Services
24.6K
+ 8.21%
$1.03 - $7.28 $25.3K - $179K
324K $2.3M
MPWR
Monolithic Power Systems Inc

Technology
1.46K
+ 25.01%
$757.04 - $947.16 $1.1M - $1.38M
7.27K $6.73M
SPG
Simon Property Group Inc

Real Estate
3.7K
+ 4.86%
$146.09 - $170.11 $540K - $629K
79.7K $13.5M
BTI
British American Tobacco P.L.C.

Consumer Defensive
35.7K
+ 32.94%
$31.07 - $39.36 $1.11M - $1.4M
144K $5.26M
DFSV
Dimensional ETF Tr Dimensional

ETFs
32.2K
+ 7.07%
$28.25 - $31.7 $908K - $1.02M
487K $15M
TD
Toronto Dominion Bank

Financial Services
12.9K
+ 9.8%
$54.54 - $64.56 $702K - $831K
144K $9.13M
MET
Metlife Inc

Financial Services
3.96K
+ 3.12%
$67.96 - $82.48 $269K - $327K
131K $10.8M
NGG
National Grid PLC

Utilities
18.3K
+ 39.66%
$57.14 - $70.48 $1.05M - $1.29M
64.5K $4.49M
EQIX
Equinix Inc

Real Estate
1.11K
+ 16.72%
$749.0 - $890.01 $832K - $989K
7.75K $6.88M
MSCI
Msci Inc.

Financial Services
1.5K
+ 15.63%
$479.31 - $584.91 $718K - $877K
11.1K $6.47M
NRG
Nrg Energy, Inc.

Utilities
48
+ 0.03%
$68.89 - $91.22 $3.31K - $4.38K
139K $12.6M
PEG
Public Service Enterprise Group Inc

Utilities
4.71K
+ 5.18%
$73.58 - $89.21 $347K - $420K
95.7K $8.54M
RUN
Sunrun Inc.

Technology
784
+ 0.27%
$10.91 - $21.5 $8.55K - $16.9K
290K $5.24M
SYY
Sysco Corp

Consumer Defensive
6.81K
+ 3.59%
$69.16 - $78.98 $471K - $538K
197K $15.4M
DLR
Digital Realty Trust, Inc.

Real Estate
1.13K
+ 0.69%
$144.47 - $162.98 $163K - $184K
166K $26.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 40.0%
$610460.0 - $715910.0 $1.22M - $1.43M
7 $4.83M
JBL
Jabil Inc

Technology
11.5K
+ 32.96%
$97.55 - $126.65 $1.13M - $1.46M
46.5K $5.58M
DOCN
Digital Ocean Holdings, Inc.

Technology
38.4K
+ 108.32%
$27.27 - $43.23 $1.05M - $1.66M
73.9K $2.98M
RACE
Ferrari N.V.

Consumer Cyclical
2.26K
+ 20.64%
$405.92 - $496.79 $918K - $1.12M
13.2K $6.21M
EQT
Eqt Corp

Energy
47.8K
+ 92.59%
$30.21 - $37.21 $1.44M - $1.78M
99.5K $3.65M
ET
Energy Transfer LP

Energy
115K
+ 16.9%
$15.43 - $16.44 $1.78M - $1.89M
796K $12.8M
FNDF
Schwab Fundamental Intl Large

ETFs
23.5K
+ 6.44%
$33.67 - $37.71 $790K - $885K
388K $14.5M
XLI
Industrial Sector Spdr

ETFs
2.16K
+ 2.05%
$120.56 - $135.44 $261K - $293K
108K $14.6M
WF
Woori Financial Group Inc.

Financial Services
35.4K
+ 29.44%
$31.41 - $37.84 $1.11M - $1.34M
156K $5.57M
ENB
Enbridge Inc

Energy
13.5K
+ 5.9%
$35.27 - $41.18 $475K - $554K
242K $9.81M
CBOE
Cboe Global Markets, Inc.

Financial Services
6.83K
+ 79.47%
$168.57 - $213.65 $1.15M - $1.46M
15.4K $3.15M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.02K
+ 26.76%
$80.44 - $110.41 $645K - $885K
38K $4.19M
HWM
Howmet Aerospace Inc.

Industrials
6.54K
+ 14.33%
$77.3 - $100.22 $505K - $655K
52.2K $5.23M
TRGP
Targa Resources Corp.

Energy
6.55K
+ 17.58%
$127.86 - $156.46 $837K - $1.02M
43.8K $6.48M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
26.6K
+ 2.71%
$22.51 - $23.92 $598K - $636K
1.01M $23.9M
VST
Vistra Corp.

Utilities
7.75K
+ 33.28%
$69.0 - $119.06 $535K - $923K
31.1K $3.68M
VONE
Vanguard Russell 1000 ETF

ETFs
4.57K
+ 13.15%
$234.0 - $260.07 $1.07M - $1.19M
39.3K $10.2M
FITB
Fifth Third Bancorp

Financial Services
4.12K
+ 1.77%
$36.01 - $43.64 $148K - $180K
236K $10.1M
RDY
Dr Reddys Laboratories LTD

Healthcare
17K
+ 19.41%
$75.41 - $84.21 $1.28M - $1.43M
105K $8.3M
BSY
Bentley Systems Inc

Technology
1.04K
+ 0.1%
$44.79 - $51.95 $46.7K - $54.1K
1.09M $55.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.92K
+ 1.41%
$95.81 - $109.03 $184K - $209K
138K $14.8M
DTE
Dte Energy CO

Utilities
3.89K
+ 6.18%
$108.67 - $128.41 $423K - $500K
66.9K $8.59M
MAR
Marriott International Inc

Consumer Cyclical
3.84K
+ 4.11%
$211.35 - $255.11 $812K - $980K
97.3K $24.2M
COIN
Coinbase Global, Inc.

Technology
21.3K
+ 42.49%
$147.09 - $265.15 $3.14M - $5.66M
71.5K $12.7M
GL
Globe Life Inc.

Financial Services
9.89K
+ 43.8%
$80.92 - $109.6 $800K - $1.08M
32.5K $3.44M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.24K
+ 2.91%
$98.71 - $117.61 $221K - $263K
79.1K $9.3M
TTE
Total Energies Se

Energy
18.4K
+ 13.19%
$68.61 - $68.61 $1.26M - $1.26M
158K $10.8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
56.7K
+ 24.45%
$23.63 - $24.42 $1.34M - $1.38M
288K $7.03M
CBRE
Cbre Group, Inc.

Real Estate
2.09K
+ 5.86%
$85.97 - $124.48 $180K - $260K
37.8K $4.71M
EVTC
Evertec, Inc.

Technology
44.6K
New
$29.61 - $35.08 $1.32M - $1.56M
44.6K $1.51M
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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