Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDB
Hdfc Bank LTD

Financial Services
27K
+ 26.0%
$58.04 - $66.97 $1.57M - $1.81M
131K $8.18M
KLAC
Kla Corp

Technology
4.22K
+ 11.87%
$696.17 - $892.35 $2.94M - $3.76M
39.8K $30.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11.2K
+ 11.02%
$75.88 - $83.21 $851K - $934K
113K $9.41M
AVIG
American Centy ETF Tr Avantis

ETFs
18.9K
+ 5.13%
$40.41 - $42.73 $762K - $806K
387K $16.4M
ARGX
Argenx Se

Healthcare
1.91K
+ 54.11%
$434.22 - $551.9 $829K - $1.05M
5.44K $2.95M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
7.83K
+ 81.86%
$159.84 - $178.33 $1.25M - $1.4M
17.4K $3.07M
ADI
Analog Devices Inc

Technology
5.27K
+ 4.72%
$200.56 - $243.33 $1.06M - $1.28M
117K $26.9M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
15K
+ 28.82%
$58.35 - $66.29 $875K - $994K
67K $4.44M
PPA
Invesco Exchange Traded Fd Tr

ETFs
11.8K
+ 305.25%
$102.05 - $114.97 $1.2M - $1.35M
15.6K $1.79M
WMB
Williams Companies, Inc.

Energy
18K
+ 9.93%
$41.24 - $46.22 $742K - $831K
199K $9.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.31K
+ 12.75%
$138.85 - $182.81 $599K - $788K
38.1K $6.76M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
59.1K
+ 12.02%
$23.75 - $23.75 $1.4M - $1.4M
551K $13.1M
SAN
Banco Santander, S.A.

Financial Services
160K
+ 13.5%
$4.37 - $5.16 $697K - $824K
1.34M $6.84M
FCX
Freeport Mcmoran Inc

Basic Materials
21.6K
+ 10.65%
$39.52 - $51.92 $853K - $1.12M
224K $11.2M
KMI
Kinder Morgan, Inc.

Energy
20.5K
+ 5.22%
$19.72 - $22.22 $404K - $455K
412K $9.11M
DEO
Diageo PLC

Consumer Defensive
4.98K
+ 11.58%
$120.02 - $140.77 $598K - $701K
48K $6.73M
JCI
Johnson Controls International PLC

Industrials
7.38K
+ 11.14%
$65.52 - $77.61 $483K - $572K
73.6K $5.71M
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.02K
+ 4.62%
$15.06 - $25.89 $90.6K - $156K
136K $3.38M
LDOS
Leidos Holdings, Inc.

Technology
375
+ 0.52%
$142.66 - $163.02 $53.5K - $61.1K
72.8K $11.9M
MLI
Mueller Industries Inc

Industrials
10.7K
+ 36.48%
$55.73 - $74.1 $597K - $794K
40.1K $2.97M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
13.1K
+ 1.4%
$19.48 - $20.97 $254K - $274K
945K $19.6M
CM
Canadian Imperial Bank Of Commerce

Financial Services
7.67K
+ 12.82%
$47.28 - $62.24 $363K - $477K
67.5K $4.14M
SCHW
Schwab Charles Corp

Financial Services
79.2K
+ 18.32%
$61.74 - $76.08 $4.89M - $6.02M
511K $33.1M
CSWI
Csw Industrials, Inc.

Industrials
2.04K
+ 38.18%
$263.55 - $370.84 $538K - $757K
7.39K $2.71M
HON
Honeywell International Inc

Industrials
13.4K
+ 6.18%
$196.73 - $220.21 $2.64M - $2.96M
231K $47.7M
AZN
Astrazeneca PLC

Healthcare
16.7K
+ 8.02%
$76.67 - $87.62 $1.28M - $1.46M
225K $17.5M
DGRO
Ishares Core Dividend Growth E

ETFs
5.69K
+ 3.11%
$57.47 - $62.76 $327K - $357K
189K $11.8M
ES
Eversource Energy

Utilities
5.42K
+ 6.71%
$56.52 - $68.38 $306K - $370K
86.2K $5.86M
U
Unity Software Inc.

Technology
18.5K
+ 13.72%
$13.93 - $23.19 $258K - $430K
154K $3.48M
RBLX
Roblox Corp

Communication Services
8.1K
+ 6.22%
$36.18 - $47.64 $293K - $386K
138K $6.12M
TPL
Texas Pacific Land Corp

Energy
369
+ 5.81%
$724.86 - $952.13 $267K - $351K
6.72K $5.94M
VFH
Vanguard Financial ETF

ETFs
4.27K
+ 5.4%
$99.27 - $111.21 $423K - $474K
83.2K $9.14M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
11.5K
+ 33.53%
$80.13 - $88.89 $920K - $1.02M
45.7K $4.04M
XLV
Select Sector Spdr Fund Health

ETFs
2.92K
+ 3.02%
$143.3 - $157.24 $418K - $459K
99.6K $15.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.4K
+ 2.88%
$25.36 - $28.37 $341K - $381K
480K $13.5M
LEN
Lennar Corp

Consumer Cyclical
2.98K
+ 16.46%
$142.5 - $192.45 $425K - $574K
21.1K $3.96M
PHG
Koninklijke Philips Nv

Healthcare
23.8K
+ 39.29%
$25.08 - $32.73 $596K - $778K
84.3K $2.76M
WEC
Wec Energy Group, Inc.

Utilities
2.53K
+ 4.6%
$77.68 - $96.19 $197K - $244K
57.5K $5.53M
HSBC
Hsbc Holdings PLC

Financial Services
19.2K
+ 9.44%
$40.42 - $45.91 $775K - $880K
222K $10M
IT
Gartner Inc

Technology
1.31K
+ 13.86%
$441.32 - $516.47 $577K - $675K
10.7K $5.44M
KT
Kt Corp

Communication Services
63.3K
+ 46.43%
$13.14 - $15.8 $832K - $1M
200K $3.07M
IQV
Iqvia Holdings Inc.

Healthcare
3.18K
+ 17.81%
$206.81 - $251.55 $657K - $799K
21K $4.98M
FAST
Fastenal CO

Industrials
146
+ 0.11%
$62.09 - $71.83 $9.07K - $10.5K
139K $9.92M
INDA
Ishares Msci India Index Fund

ETFs
15.9K
+ 16.41%
$54.86 - $59.22 $870K - $939K
113K $6.59M
ACWI
Ishares Msci Acwi ETF

ETFs
7.67K
+ 19.87%
$107.24 - $119.84 $823K - $920K
46.3K $5.53M
EXAS
Exact Sciences Corp

Healthcare
4.91K
+ 14.8%
$42.43 - $70.83 $208K - $347K
38.1K $2.59M
BLDR
Builders First Source, Inc.

Industrials
3.41K
+ 35.64%
$132.6 - $201.83 $452K - $687K
13K $2.51M
FDX
Fedex Corp

Industrials
11.1K
+ 15.69%
$254.64 - $313.52 $2.82M - $3.47M
81.7K $22.4M
PKX
Posco Holdings Inc.

Basic Materials
14.5K
+ 36.84%
$58.66 - $73.23 $850K - $1.06M
53.8K $3.76M
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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