Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
285K
+ 1.33%
$570.51 - $610.59 $163M - $174M
21.7M $12.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.88M
+ 9.69%
$71.75 - $75.11 $637M - $667M
101M $7.23B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.4M
+ 28.77%
$34.13 - $37.35 $524M - $573M
68.7M $2.35B
AAPL
Apple Inc.

Technology
680K
+ 7.07%
$221.69 - $259.02 $151M - $176M
10.3M $2.58B
NVDA
Nvidia Corp

Technology
1.22M
+ 16.03%
$117.0 - $148.88 $143M - $181M
8.82M $1.18B
SPMD
Spdr Portfolio

ETFs
3.74M
+ 5.11%
$54.13 - $59.56 $203M - $223M
77M $4.21B
AVDV
American Centy ETF Tr Avantis

ETFs
3.28M
+ 51.73%
$63.85 - $70.4 $209M - $231M
9.62M $626M
AVUV
American Centy ETF Tr Avantis

ETFs
1.81M
+ 29.2%
$94.37 - $106.41 $170M - $192M
7.99M $771M
AMZN
Amazon Com Inc

Consumer Cyclical
180K
+ 5.82%
$180.88 - $232.93 $32.6M - $42M
3.28M $720M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.03M
+ 18.13%
$63.58 - $71.15 $129M - $145M
13.2M $862M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.27M
+ 8.81%
$29.77 - $30.19 $97.3M - $98.7M
40.4M $1.21B
AVGO
Broadcom Inc.

Technology
66.9K
+ 8.59%
$159.67 - $250.0 $10.7M - $16.7M
846K $196M
GOOGL
Alphabet Inc.

Communication Services
26.9K
+ 1.38%
$161.86 - $196.66 $4.35M - $5.28M
1.97M $374M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.78M
+ 2729.43%
$24.25 - $26.7 $43.3M - $47.6M
1.85M $45.4M
JPM
Jpmorgan Chase & CO

Financial Services
40.8K
+ 3.59%
$205.18 - $250.29 $8.38M - $10.2M
1.18M $283M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.18M
+ 10.17%
$57.78 - $60.4 $67.9M - $71M
12.7M $739M
MUB
Ishares National Muni Bond ETF

ETFs
597K
+ 4.73%
$105.78 - $108.7 $63.2M - $64.9M
13.2M $1.41B
SPYG
Spdr Portfolio

ETFs
398K
+ 119.9%
$81.74 - $91.38 $32.6M - $36.4M
731K $64.2M
GOOG
Alphabet Inc.

Communication Services
1.33K
+ 0.09%
$163.08 - $198.16 $216K - $263K
1.55M $294M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
754K
+ 1113.92%
$44.87 - $46.86 $33.8M - $35.3M
822K $36.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
627K
+ 834.18%
$51.09 - $55.27 $32.1M - $34.7M
703K $35.9M
VIG
Vanguard Dividend Appreciation

ETFs
156K
+ 16.46%
N/A
1.1M $201M
V
Visa Inc.

Financial Services
10.2K
+ 1.8%
$273.87 - $320.91 $2.8M - $3.28M
577K $182M
NFLX
Netflix Inc

Communication Services
7.05K
+ 6.38%
$687.65 - $936.56 $4.85M - $6.6M
118K $105M
WMT
Walmart Inc.

Consumer Defensive
89.6K
+ 4.97%
$79.1 - $95.7 $7.08M - $8.57M
1.89M $171M
IEF
Ishares Barclays

ETFs
269K
+ 534.72%
$92.08 - $98.18 $24.7M - $26.4M
319K $29.5M
PLTR
Palantir Technologies Inc.

Technology
137K
+ 41.69%
$36.46 - $82.38 $5.01M - $11.3M
467K $35.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
290K
+ 630.35%
$74.5 - $78.37 $21.6M - $22.7M
336K $25.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.1K
+ 2.38%
$481.22 - $538.17 $6.77M - $7.57M
604K $309M
META
Meta Platforms, Inc.

Communication Services
12.1K
+ 1.69%
$554.08 - $632.68 $6.73M - $7.69M
729K $430M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17.5K
+ 4.01%
$370.24 - $418.94 $6.48M - $7.33M
455K $183M
CRM
Salesforce, Inc.

Technology
12K
+ 5.14%
$270.87 - $367.87 $3.26M - $4.42M
246K $82.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.71K
+ 0.61%
$521.84 - $558.82 $4.02M - $4.31M
1.26M $680M
MSFT
Microsoft Corp

Technology
95.8K
+ 3.74%
$406.35 - $454.46 $38.9M - $43.5M
2.66M $1.12B
IEMG
Ishares Inc

ETFs
327K
+ 0.46%
N/A
70.7M $3.79B
SCHX
Schwab Strategic Tr Us Large C

ETFs
54.5M
+ 195.38%
$22.4 - $68.28 $1.22B - $3.72B
82.5M $1.91B
VUG
Vanguard Growth ETF

ETFs
23.2K
+ 8.55%
$378.79 - $428.11 $8.79M - $9.93M
294K $121M
VT
Vanguard Total World Stk Index

ETFs
142K
+ 106.73%
$117.09 - $123.07 $16.6M - $17.5M
275K $32.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
172K
+ 14.68%
$91.29 - $91.8 $15.7M - $15.8M
1.34M $123M
MSTR
Microstrategy Inc

Technology
14.7K
+ 16.33%
$162.69 - $473.83 $2.38M - $6.95M
104K $30.2M
RRX
Regal Rexnord Corp

Industrials
97.5K
+ 3115.52%
$153.56 - $182.22 $15M - $17.8M
101K $15.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
150K
+ 10.62%
$113.92 - $127.38 $17.1M - $19.2M
1.57M $180M
FTNT
Fortinet, Inc.

Technology
137K
+ 131.5%
$76.49 - $99.21 $10.5M - $13.6M
241K $22.8M
VBR
Vanguard Small Cap Value ETF

ETFs
76.9K
+ 30.61%
$197.36 - $217.3 $15.2M - $16.7M
328K $65M
BA
Boeing CO

Industrials
43.5K
+ 16.8%
$138.14 - $180.72 $6.01M - $7.86M
302K $53.5M
MA
Mastercard Inc

Financial Services
13.7K
+ 6.65%
$491.3 - $536.15 $6.71M - $7.33M
219K $115M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
190K
+ 134.83%
$69.3 - $74.3 $13.2M - $14.1M
331K $23.6M
ISRG
Intuitive Surgical Inc

Healthcare
22.2K
+ 32.22%
$471.27 - $550.62 $10.5M - $12.2M
91.1K $47.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
49.4K
+ 53.07%
$241.48 - $274.89 $11.9M - $13.6M
143K $36.2M
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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