Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCBS
Metro City Bankshares, Inc.

Financial Services
5.33K
+ 49.32%
$28.95 - $35.43 $154K - $189K
16.1K $515K
AMPL
Amplitude, Inc.

Technology
13.5K
+ 51.77%
$8.51 - $11.89 $115K - $161K
39.7K $418K
LANC
Lancaster Colony Corp

Consumer Defensive
1.13K
+ 29.97%
$172.18 - $200.28 $195K - $227K
4.91K $850K
AVSC
American Centy ETF Tr Avantis
3.13K
+ 8.45%
$52.7 - $59.57 $165K - $187K
40.2K $2.18M
ESS
Essex Property Trust, Inc.

Real Estate
672
+ 10.9%
N/A
6.84K $1.87M
FHI
Federated Hermes, Inc.

Financial Services
2.53K
+ 14.11%
$36.01 - $43.31 $90.9K - $109K
20.4K $839K
RVMD
Revolution Medicines, Inc.

Healthcare
5.52K
+ 14.57%
$42.97 - $60.6 $237K - $334K
43.4K $1.9M
BMRC
Bank Of Marin Bancorp

Financial Services
4.89K
+ 27.18%
$19.26 - $26.57 $94.1K - $130K
22.9K $543K
ARCB
Arcbest Corp

Industrials
2.72K
+ 55.2%
$93.08 - $121.9 $253K - $332K
7.66K $714K
UNFI
United Natural Foods Inc

Consumer Defensive
1.37K
+ 10.16%
$19.1 - $29.62 $26.2K - $40.6K
14.9K $406K
PR
Permian Resources Corporation

Energy
8.93K
+ 14.12%
$13.41 - $16.21 $120K - $145K
72.2K $1.04M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
12.4K
+ 72.19%
$12.98 - $13.79 $160K - $170K
29.5K $396K
UDR
Udr, Inc.

Real Estate
4.79K
+ 30.45%
$41.3 - $46.33 $198K - $222K
20.5K $890K
TALK
Talkspace, Inc.

Healthcare
49.1K
+ 186.02%
$2.11 - $3.61 $104K - $177K
75.5K $233K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
999
+ 7.82%
$83.95 - $99.75 $83.9K - $99.7K
13.8K $1.23M
HLMN
Hillman Solutions Corp.

Industrials
20.5K
+ 74.22%
$9.66 - $11.54 $198K - $236K
48.1K $468K
NFBK
Northfield Bancorp, Inc.

Financial Services
15K
+ 26.81%
$11.03 - $14.1 $166K - $212K
71K $825K
EVR
Evercore Inc.

Financial Services
285
+ 7.05%
$247.66 - $315.67 $70.6K - $90K
4.33K $1.2M
PAGS
Pag Seguro Digital Ltd.

Technology
32.8K
+ 246.08%
$6.19 - $8.51 $203K - $279K
46.1K $288K
ADTN
Adtran Inc

Technology
5.14K
+ 9.39%
$5.75 - $8.86 $29.5K - $45.5K
59.8K $498K
HUBB
Hubbell Inc

Industrials
505
+ 12.19%
$418.89 - $472.12 $212K - $238K
4.65K $1.95M
M
Macy'S, Inc.

Consumer Cyclical
6.06K
+ 10.58%
$14.56 - $18.1 $88.3K - $110K
63.4K $1.07M
IPAR
Inter Parfums Inc

Consumer Defensive
1.27K
+ 40.95%
$118.08 - $139.92 $150K - $178K
4.38K $575K
LC
Lending Club Corp

Financial Services
692
+ 2.05%
$11.15 - $17.91 $7.72K - $12.4K
34.4K $556K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.5K
+ 3.13%
$40.15 - $42.9 $221K - $236K
181K $7.31M
DHS
Wisdomtree Tr U.S

ETFs
1.92K
+ 9.32%
$92.66 - $100.58 $178K - $193K
22.5K $2.1M
RBCAA
Republic Bancorp Inc

Financial Services
2.19K
+ 54.62%
$61.27 - $78.12 $134K - $171K
6.19K $432K
RDVY
First Trust Rising Dividend Ac

ETFs
2.87K
+ 77.32%
$58.65 - $64.37 $168K - $185K
6.58K $389K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
90
+ 0.98%
$78.5 - $102.01 $7.07K - $9.18K
9.23K $912K
BIO
Bio Rad Laboratories, Inc.

Healthcare
549
+ 33.64%
$313.15 - $374.28 $172K - $205K
2.18K $716K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.09K
+ 31.96%
$69.93 - $77.36 $146K - $162K
8.62K $653K
HYG
Ishares Tr

ETFs
2.41K
+ 19.79%
$78.09 - $80.04 $188K - $193K
14.6K $1.15M
AZZ
Azz Inc

Industrials
2.12K
+ 31.28%
$75.86 - $96.0 $161K - $203K
8.88K $727K
TAP
Molson Coors Beverage CO

Consumer Defensive
2.97K
+ 15.72%
$53.97 - $63.88 $160K - $190K
21.9K $1.25M
IEX
Idex Corp

Industrials
921
+ 18.33%
$202.75 - $236.06 $187K - $217K
5.95K $1.24M
FBK
Fb Financial Corp

Financial Services
907
+ 3.45%
$44.94 - $57.73 $40.8K - $52.4K
27.2K $1.4M
AA
Alcoa Corp

Basic Materials
5.09K
+ 16.01%
$36.62 - $47.42 $187K - $242K
36.9K $1.39M
OBNK
Origin Bancorp, Inc.

Financial Services
5.19K
+ 16.48%
N/A
36.7K $1.18M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
806
+ 12.82%
$157.33 - $189.22 $127K - $153K
7.09K $1.2M
HTBI
Home Trust Bancshares, Inc.

Financial Services
5.03K
+ 64.36%
$31.94 - $38.27 $161K - $193K
12.9K $432K
NWL
Newell Brands Inc.

Consumer Defensive
8.8K
+ 25.91%
$7.18 - $11.63 $63.2K - $102K
42.8K $425K
PEN
Penumbra Inc

Healthcare
403
+ 25.6%
$190.97 - $253.66 $77K - $102K
1.98K $469K
BHF
Brighthouse Financial, Inc.

Financial Services
2.93K
+ 37.31%
$43.95 - $52.91 $129K - $155K
10.8K $517K
LKQ
Lkq Corp

Consumer Cyclical
5.57K
+ 42.62%
$36.0 - $39.99 $201K - $223K
18.6K $685K
PEGA
Pegasystems Inc

Technology
937
+ 24.89%
$69.42 - $97.28 $65K - $91.2K
4.7K $438K
XPO
Xpo Logistics, Inc.

Industrials
169
+ 2.81%
$105.35 - $158.2 $17.8K - $26.7K
6.19K $811K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
6.55K
+ 57.22%
$15.53 - $20.75 $102K - $136K
18K $357K
NVTS
Navitas Semiconductor Corp

Technology
29.9K
+ 60.28%
$1.78 - $4.35 $53.3K - $130K
79.6K $284K
PFF
Ishares Trust Ishares Pfd And

ETFs
16.3K
+ 8.34%
$31.23 - $33.51 $510K - $547K
212K $6.66M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email