Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BKH
Black Hills Corp

Utilities
966
+ 4.1%
$53.42 - $61.53 $51.6K - $59.4K
24.5K $1.5M
FIVE
Five Below, Inc

Consumer Cyclical
3.72K
+ 69.16%
$64.97 - $108.47 $242K - $404K
9.11K $804K
WDFC
Wd 40 CO

Basic Materials
459
+ 17.69%
$213.45 - $271.83 $98K - $125K
3.05K $786K
SKYW
Skywest Inc

Industrials
690
+ 1.29%
$68.08 - $87.62 $47K - $60.5K
54.3K $4.62M
HQY
Healthequity, Inc.

Healthcare
3.71K
+ 18.6%
$67.98 - $86.62 $252K - $321K
23.6K $1.93M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 22.74%
$82.04 - $89.49 $156K - $170K
10.2K $910K
FLGT
Fulgent Genetics, Inc.

Healthcare
8.08K
+ 45.05%
$19.6 - $25.06 $158K - $202K
26K $564K
FCPT
Four Corners Property Trust, Inc.

Real Estate
3.32K
+ 13.34%
$24.44 - $30.62 $81K - $102K
28.2K $825K
CLBK
Columbia Financial, Inc.

Financial Services
10.3K
+ 58.87%
$14.44 - $18.39 $148K - $189K
27.7K $473K
AGR
Avangrid, Inc.

Utilities
5.62K
+ 17.36%
$35.27 - $36.04 $198K - $202K
38K $1.36M
NTRA
Natera, Inc.

Healthcare
904
+ 18.34%
$97.75 - $129.67 $88.4K - $117K
5.83K $741K
WHD
Cactus, Inc.

Energy
2.43K
+ 27.46%
$51.05 - $63.46 $124K - $154K
11.3K $673K
SMG
Scotts Miracle Gro CO

Basic Materials
411
+ 5.23%
$61.06 - $86.7 $25.1K - $35.6K
8.28K $717K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
2.72K
+ 25.17%
$41.58 - $49.01 $113K - $133K
13.5K $661K
PRG
Prog Holdings, Inc.

Industrials
2.31K
+ 34.48%
$32.04 - $50.26 $74.1K - $116K
9.02K $437K
FCN
Fti Consulting, Inc

Industrials
597
+ 10.53%
$213.61 - $230.59 $128K - $138K
6.26K $1.42M
INCY
Incyte Corp

Healthcare
1.31K
+ 6.21%
$57.33 - $68.61 $74.9K - $89.7K
22.4K $1.48M
DHS
Wisdomtree Tr U.S

ETFs
142
+ 0.69%
$83.9 - $93.83 $11.9K - $13.3K
20.6K $1.93M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.46K
+ 32.58%
$65.26 - $75.5 $161K - $186K
10K $721K
BEKE
Ke Holdings Inc.

Real Estate
1.99K
+ 7.1%
$13.23 - $20.0 $26.3K - $39.8K
30K $597K
UTG
Reaves Utility Income Fund

Financial Services
1.79K
+ 6.89%
$27.16 - $32.8 $48.5K - $58.6K
27.7K $909K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.3K
+ 19.95%
$19.2 - $19.63 $179K - $183K
55.9K $1.09M
TAC
Transalta Corp

Utilities
3.49K
+ 6.94%
$6.87 - $10.49 $24K - $36.6K
53.8K $556K
FYBR
Frontier Communications Parent, Inc.

Communication Services
2.54K
+ 21.46%
$25.53 - $38.68 $64.9K - $98.3K
14.4K $510K
PUK
Prudential PLC

Financial Services
10K
+ 14.15%
$16.07 - $19.33 $161K - $194K
80.8K $1.5M
ABEV
Ambev S.A.

Consumer Defensive
40.3K
+ 15.52%
$2.04 - $2.44 $82.1K - $98.2K
300K $731K
NTNX
Nutanix, Inc.

Technology
2.91K
+ 26.54%
$46.0 - $63.19 $134K - $184K
13.9K $821K
CHK
Chesapeake Energy Corp

Energy
2.37K
+ 12.26%
$70.32 - $83.77 $167K - $199K
21.7K $1.79M
MD
Mednax, Inc.

Healthcare
9.99K
+ 48.33%
$6.77 - $11.6 $67.6K - $116K
30.7K $355K
CORT
Corcept Therapeutics Inc

Healthcare
841
+ 7.23%
$29.51 - $46.26 $24.8K - $38.9K
12.5K $576K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
3.72K
+ 40.51%
$47.78 - $56.88 $178K - $211K
12.9K $694K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
4.12K
+ 35.76%
$41.19 - $49.72 $170K - $205K
15.6K $694K
SHBI
Shore Bancshares Inc

Financial Services
8.83K
+ 30.62%
$11.07 - $14.73 $97.8K - $130K
37.7K $527K
TCBK
Trico Bancshares

Financial Services
3.02K
+ 14.09%
$37.75 - $47.95 $114K - $145K
24.5K $1.05M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
879
+ 17.66%
$90.98 - $116.58 $80K - $102K
5.86K $667K
RGA
Reinsurance Group Of America Inc

Financial Services
314
+ 3.12%
$192.62 - $225.79 $60.5K - $70.9K
10.4K $2.26M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
399
+ 26.34%
$177.47 - $259.8 $70.8K - $104K
1.91K $465K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.55K
+ 13.53%
$50.06 - $62.82 $77.4K - $97.2K
13K $798K
SG
Sweetgreen, Inc.

Consumer Cyclical
4.36K
+ 61.68%
$23.87 - $37.65 $104K - $164K
11.4K $405K
PFC
Premier Financial Corp

Financial Services
2.5K
+ 5.69%
$19.61 - $26.19 $49K - $65.5K
46.4K $1.09M
IBKR
Interactive Brokers Group, Inc.

Financial Services
428
+ 5.51%
$108.65 - $139.41 $46.5K - $59.7K
8.2K $1.14M
MARA
Marathon Digital Holdings, Inc.

Financial Services
4.97K
+ 17.22%
$22.56 - $22.56 $112K - $112K
33.9K $763K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.01K
+ 3.68%
$67.43 - $74.23 $68.1K - $75K
28.5K $2.07M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.85K
+ 9.78%
$37.37 - $41.82 $107K - $119K
32K $1.33M
AVSC
American Centy ETF Tr Avantis
723
+ 1.99%
$49.07 - $56.13 $35.5K - $40.6K
37.1K $2M
CHT
Chunghwa Telecom CO LTD

Communication Services
1.42K
+ 1.15%
$36.12 - $40.59 $51.3K - $57.6K
125K $4.96M
IPGP
Ipg Photonics Corp

Technology
2.93K
+ 93.34%
$62.31 - $90.65 $183K - $266K
6.07K $451K
LAMR
Lamar Advertising CO

Real Estate
131
+ 1.1%
$110.9 - $135.58 $14.5K - $17.8K
12K $1.61M
PRI
Primerica, Inc.

Financial Services
40
+ 0.66%
$233.01 - $266.6 $9.32K - $10.7K
6.08K $1.61M
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
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