Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GFL
Gfl Environmental Inc.

Industrials
4.23K
+ 28.34%
$37.64 - $43.49 $159K - $184K
19.2K $764K
EXPD
Expeditors International Of Washington Inc

Industrials
42
+ 0.16%
$116.1 - $131.42 $4.88K - $5.52K
26.8K $3.53M
EQR
Equity Residential

Real Estate
1.31K
+ 7.87%
$67.19 - $78.09 $88K - $102K
18K $1.34M
REG
Regency Centers Corp

Real Estate
816
+ 6.55%
$61.64 - $75.18 $50.3K - $61.3K
13.3K $958K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
11
+ 0.04%
$97.05 - $106.1 $1.07K - $1.17K
28K $2.95M
BAH
Booz Allen Hamilton Holding Corp

Industrials
758
+ 11.27%
$138.82 - $162.76 $105K - $123K
7.49K $1.22M
CPT
Camden Property Trust

Real Estate
453
+ 5.29%
$107.5 - $126.88 $48.7K - $57.5K
9.01K $1.11M
VRRM
Verra Mobility Corp

Industrials
6.09K
+ 35.19%
$26.13 - $30.84 $159K - $188K
23.4K $651K
LITE
Lumentum Holdings Inc.

Technology
1.83K
+ 36.02%
$40.28 - $64.74 $73.8K - $119K
6.91K $438K
UWMC
Uwm Holdings Corp

Financial Services
14.6K
+ 42.44%
$6.62 - $9.52 $96.6K - $139K
49K $417K
BGS
B&G Foods, Inc.

Consumer Defensive
18.3K
+ 94.52%
$7.68 - $9.34 $141K - $171K
37.7K $335K
ATHM
Autohome Inc.

Communication Services
2.6K
+ 14.2%
$22.43 - $33.02 $58.4K - $86K
20.9K $682K
OUNZ
Van Eck Merk Gold Trust

ETFs
392
+ 0.68%
$22.51 - $25.83 $8.82K - $10.1K
58.1K $1.48M
CSGS
Csg Systems International Inc

Technology
2.33K
+ 27.43%
$40.08 - $48.65 $93.3K - $113K
10.8K $526K
CWEN
Clearway Energy, Inc.

Utilities
3.13K
+ 23.54%
$24.11 - $30.68 $75.6K - $96.2K
16.5K $504K
AN
Autonation, Inc.

Consumer Cyclical
59
+ 0.7%
$156.14 - $190.72 $9.21K - $11.3K
8.46K $1.51M
SNDR
Schneider National, Inc.

Industrials
2.21K
+ 8.62%
$22.89 - $28.65 $50.5K - $63.2K
27.8K $792K
IMKTA
Ingles Markets Inc

Consumer Defensive
1.96K
+ 40.21%
$67.82 - $81.05 $133K - $159K
6.85K $510K
ROAD
Construction Partners, Inc.

Industrials
1.31K
+ 22.8%
$53.22 - $76.29 $69.8K - $100K
7.06K $492K
AFRM
Affirm Holdings, Inc.

Technology
1.34K
+ 11.95%
$24.12 - $44.98 $32.4K - $60.4K
12.6K $513K
POR
Portland General Electric CO

Utilities
1.3K
+ 5.38%
$42.44 - $49.09 $55K - $63.7K
25.4K $1.22M
SUN
Sunoco LP

Energy
4.63K
+ 17.8%
$50.23 - $58.53 $233K - $271K
30.7K $1.65M
GLPG
Galapagos Nv

Healthcare
3.46K
+ 18.81%
$24.2 - $30.67 $83.8K - $106K
21.9K $629K
PRGS
Progress Software Corp

Technology
1.3K
+ 20.08%
$53.37 - $67.37 $69.4K - $87.6K
7.77K $523K
TGNA
Tegna Inc

Communication Services
5.19K
+ 10.81%
$13.39 - $16.27 $69.5K - $84.5K
53.2K $840K
FRME
First Merchants Corp

Financial Services
3.26K
+ 25.82%
$32.38 - $41.35 $106K - $135K
15.9K $591K
SBSW
Sibanye Stillwater LTD

Basic Materials
48.2K
+ 40.89%
$3.18 - $4.96 $153K - $239K
166K $683K
MHK
Mohawk Industries Inc

Consumer Cyclical
200
+ 6.86%
$108.83 - $162.7 $21.8K - $32.5K
3.11K $500K
INDY
Ishares India 50 ETF

ETFs
1.93K
+ 8.46%
$52.68 - $57.25 $102K - $110K
24.7K $1.39M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.77K
+ 8.9%
$25.38 - $26.27 $121K - $125K
58.3K $1.53M
GMS
Gms Inc.

Industrials
1.22K
+ 21.29%
$78.17 - $96.23 $95.2K - $117K
6.94K $628K
AZPN
Aspen Technology, Inc.

Technology
467
+ 34.14%
$172.9 - $239.26 $80.7K - $112K
1.84K $438K
LRN
Stride, Inc.

Consumer Defensive
1.38K
+ 42.16%
$66.21 - $85.31 $91.4K - $118K
4.65K $396K
NSA
National Storage Affiliates Trust

Real Estate
2.25K
+ 27.27%
$39.73 - $49.13 $89.4K - $111K
10.5K $506K
OSIS
Osi Systems Inc

Technology
926
+ 55.15%
$134.78 - $154.28 $125K - $143K
2.61K $395K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
271
+ 0.35%
$46.18 - $48.92 $12.5K - $13.3K
77K $3.74M
DOCU
Docusign, Inc.

Technology
766
+ 5.6%
$49.73 - $62.53 $38.1K - $47.9K
14.5K $897K
ICL
Icl Group Ltd.

Basic Materials
39.4K
+ 46.79%
$3.8 - $4.65 $150K - $183K
124K $525K
TILE
Interface Inc

Consumer Cyclical
4.5K
+ 24.67%
$14.17 - $19.02 $63.7K - $85.5K
22.7K $431K
HSTM
Healthstream Inc

Healthcare
5.37K
+ 51.24%
$27.19 - $30.84 $146K - $166K
15.8K $456K
SKYY
First Trust Cloud Computing Et

ETFs
885
+ 8.01%
$86.45 - $102.48 $76.5K - $90.7K
11.9K $1.22M
PUMP
Pro Petro Holding Corp.

Energy
25.4K
+ 80.03%
$7.06 - $9.59 $180K - $244K
57.2K $438K
SSRM
Ssr Mining Inc.

Basic Materials
15.9K
+ 26.04%
$4.35 - $6.15 $69K - $97.6K
76.8K $436K
HLMN
Hillman Solutions Corp.

Industrials
13K
+ 88.43%
$8.66 - $10.66 $112K - $138K
27.6K $291K
MGEE
Mge Energy Inc

Utilities
284
+ 3.45%
$73.49 - $92.42 $20.9K - $26.2K
8.52K $777K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3.13K
+ 19.66%
$49.66 - $61.24 $155K - $191K
19K $1.03M
ELS
Equity Lifestyle Properties Inc

Real Estate
1.82K
+ 37.29%
$63.6 - $76.23 $116K - $139K
6.72K $479K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
4.88K
+ 8.21%
$17.03 - $20.87 $83K - $102K
64.2K $1.27M
EMR
Emerson Electric CO

Industrials
2.77K
+ 1.52%
$98.19 - $118.87 $272K - $329K
185K $20.2M
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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