Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LPI
Laredo Petroleum, Inc.

Energy
24.2K
+ 454.6%
N/A
29.6K $1.44M
A
Agilent Technologies, Inc.

Healthcare
2.5K
+ 5.89%
$125.42 - $148.48 $313K - $371K
44.9K $6.67M
ALC
Alcon Inc

Healthcare
7.65K
+ 21.0%
$88.07 - $100.79 $674K - $771K
44.1K $4.41M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
23.4K
+ 5.08%
$26.01 - $27.41 $608K - $640K
483K $13.2M
EVRG
Evergy, Inc.

Utilities
812
+ 0.66%
$52.46 - $62.01 $42.6K - $50.4K
124K $7.66M
TDG
Trans Digm Group Inc

Industrials
222
+ 3.95%
$1202.03 - $1427.41 $267K - $317K
5.85K $8.34M
KR
Kroger CO

Consumer Defensive
1.59K
+ 1.1%
$50.43 - $57.3 $80.3K - $91.2K
146K $8.36M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
12.6K
+ 2.47%
$14.84 - $21.08 $187K - $266K
524K $10.7M
MAC
Macerich CO

Real Estate
15.5K
+ 5.12%
$14.34 - $18.25 $223K - $283K
319K $5.82M
CSX
Csx Corp

Industrials
13.6K
+ 2.19%
$32.48 - $35.45 $442K - $483K
635K $21.9M
MTB
M&T Bank Corp

Financial Services
2.3K
+ 8.54%
$146.49 - $179.85 $337K - $414K
29.2K $5.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.46K
+ 28.74%
$65.04 - $84.24 $550K - $712K
37.9K $3.05M
CMF
Ishares California Muni Bond E

ETFs
15.6K
+ 8.87%
$56.65 - $58.17 $884K - $907K
191K $11.1M
GDS
Gds Holdings LTD

Technology
463
+ 0.46%
$9.3 - $21.55 $4.31K - $9.98K
100K $2.05M
GD
General Dynamics Corp

Industrials
1.91K
+ 4.23%
$279.51 - $308.09 $533K - $587K
46.9K $14.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
179
+ 0.03%
$76.38 - $78.87 $13.7K - $14.1K
555K $43.6M
KBH
Kb Home

Consumer Cyclical
8.71K
+ 36.81%
$65.35 - $89.63 $569K - $781K
32.4K $2.77M
AMP
Ameriprise Financial Inc

Financial Services
348
+ 1.57%
$391.53 - $469.81 $136K - $163K
22.6K $10.6M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
38.5K
+ 6.68%
$24.78 - $25.11 $955K - $968K
616K $15.5M
CCK
Crown Holdings Inc

Consumer Cyclical
1.59K
+ 3.58%
$71.52 - $95.86 $113K - $152K
45.8K $4.39M
ECL
Ecolab Inc.

Basic Materials
1.72K
+ 4.46%
$228.86 - $255.76 $393K - $439K
40.2K $10.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.58K
+ 3.33%
$95.1 - $106.76 $245K - $275K
79.9K $8.53M
ADC
Agree Realty Corp

Real Estate
4.45K
+ 7.83%
$61.47 - $76.71 $273K - $341K
61.3K $4.61M
WMS
Advanced Drainage Systems, Inc.

Industrials
7.01K
+ 149.1%
$140.18 - $178.56 $983K - $1.25M
11.7K $1.84M
XLU
Utilities Sector Spdr

ETFs
2.46K
+ 3.52%
$67.67 - $80.78 $166K - $198K
72.3K $5.84M
PI
Impinj Inc

Technology
2.29K
+ 23.43%
$137.66 - $217.83 $315K - $498K
12K $2.61M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.08K
+ 10.23%
$201.82 - $234.36 $621K - $721K
33.2K $7.64M
COF
Capital One Financial Corp

Financial Services
3.51K
+ 7.16%
$131.42 - $153.05 $461K - $537K
52.5K $7.86M
MTH
Meritage Homes Corp

Consumer Cyclical
3.11K
+ 31.05%
$152.23 - $213.69 $473K - $664K
13.1K $2.69M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
17.8K
+ 18.38%
$37.68 - $42.0 $669K - $746K
114K $4.75M
TFLO
Ishares Treasury Floating Rate

ETFs
20.9K
+ 16.46%
$50.42 - $50.66 $1.05M - $1.06M
148K $7.48M
BIDU
Baidu, Inc.

Communication Services
1.36K
+ 2.83%
$81.0 - $105.29 $110K - $143K
49.4K $5.21M
PIPR
Piper Sandler Companies

Financial Services
2.4K
+ 34.83%
$230.9 - $287.51 $554K - $690K
9.29K $2.63M
MGV
Vanguard Mega Cap Value

ETFs
113
+ 0.11%
$118.0 - $128.28 $13.3K - $14.5K
106K $13.5M
CLX
Clorox CO

Consumer Defensive
2K
+ 7.37%
$131.73 - $166.97 $263K - $333K
29.1K $4.74M
UBS
Ubs Group Ag

Financial Services
24.3K
+ 11.61%
$27.97 - $31.42 $681K - $765K
234K $7.23M
CTRE
Care Trust Reit, Inc.

Real Estate
27K
+ 76.56%
$25.14 - $31.2 $680K - $844K
62.4K $1.92M
PLXS
Plexus Corp

Technology
5.25K
+ 55.97%
$102.17 - $136.71 $536K - $717K
14.6K $2M
PFFV
Global X Variable Rate Preferr

Technology
40.7K
+ 31.06%
$23.2 - $24.27 $945K - $988K
172K $4.13M
GGG
Graco Inc

Industrials
4.51K
+ 5.86%
$77.82 - $87.64 $351K - $396K
81.5K $7.14M
CRS
Carpenter Technology Corp

Industrials
4.1K
+ 54.97%
$104.79 - $161.78 $430K - $663K
11.6K $1.85M
CHKP
Check Point Software Technologies LTD

Technology
2.67K
+ 14.45%
$165.0 - $195.47 $441K - $523K
21.2K $4.08M
FSV
First Service Corp

Real Estate
4.75K
+ 105.11%
$152.13 - $183.13 $723K - $870K
9.27K $1.69M
UPS
United Parcel Service Inc

Industrials
8.32K
+ 3.51%
$123.32 - $147.38 $1.03M - $1.23M
246K $33.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.16K
+ 1.11%
$77.22 - $89.49 $89.7K - $104K
105K $9.39M
EIX
Edison International

Utilities
3.08K
+ 6.43%
$71.19 - $87.72 $219K - $270K
51K $4.44M
BDC
Belden Inc.

Technology
5.71K
+ 40.07%
$89.54 - $117.13 $511K - $668K
19.9K $2.34M
JHX
James Hardie Industries PLC

Basic Materials
10.8K
+ 16.28%
$31.27 - $42.02 $338K - $454K
77.2K $3.09M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
889
+ 0.72%
$87.56 - $95.49 $77.8K - $84.9K
124K $11.8M
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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