Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EVH
Evolent Health, Inc.

Healthcare
34.9K
+ 80.72%
$10.71 - $27.14 $374K - $948K
78.2K $879K
MEG
Montrose Environmental Group, Inc.

Industrials
648
+ 1.4%
$15.62 - $27.65 $10.1K - $17.9K
47.1K $873K
UFPI
Ufp Industries Inc

Basic Materials
803
+ 3.31%
$112.19 - $139.02 $90.1K - $112K
25.1K $2.82M
CNC
Centene Corp

Healthcare
8.03K
+ 14.01%
$56.71 - $73.94 $455K - $593K
65.3K $3.96M
MAS
Masco Corp

Industrials
2.75K
+ 5.56%
$72.52 - $85.73 $199K - $236K
52.1K $3.78M
XLB
Select Sector Spdr Fd Material

ETFs
627
+ 1.85%
$83.8 - $97.58 $52.5K - $61.2K
34.6K $2.91M
ECL
Ecolab Inc.

Basic Materials
2.03K
+ 5.04%
$234.32 - $261.43 $475K - $530K
42.2K $9.9M
TFX
Teleflex Inc

Healthcare
127
+ 2.24%
$172.66 - $245.13 $21.9K - $31.1K
5.8K $1.03M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.48K
+ 3.14%
$107.06 - $123.74 $266K - $307K
81.6K $8.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
12.7K
+ 12.09%
$75.95 - $88.05 $967K - $1.12M
118K $9M
SAIC
Science Applications International Corp

Technology
1.99K
+ 8.8%
$110.11 - $154.1 $219K - $306K
24.5K $2.74M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.95K
+ 7.43%
$87.1 - $98.49 $605K - $684K
100K $8.78M
TECK
Teck Resources LTD

Basic Materials
2.49K
+ 5.76%
$39.99 - $52.38 $99.5K - $130K
45.7K $1.85M
TXT
Textron Inc

Industrials
577
+ 1.55%
$75.82 - $90.32 $43.7K - $52.1K
37.9K $2.9M
VLO
Valero Energy Corp

Energy
5.24K
+ 6.2%
$118.59 - $144.02 $622K - $755K
89.8K $11M
AWK
American Water Works Company, Inc.

Utilities
2.86K
+ 8.06%
$123.83 - $146.07 $355K - $418K
38.4K $4.78M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
32
+ 0.05%
$64.91 - $73.47 $2.08K - $2.35K
61.2K $3.99M
CPRI
Capri Holdings LTD

Consumer Cyclical
869
+ 4.13%
$19.39 - $43.18 $16.8K - $37.5K
21.9K $461K
MTD
Mettler Toledo International Inc

Healthcare
266
+ 9.63%
$1160.67 - $1498.12 $309K - $398K
3.03K $3.7M
PCVX
Vaxcyte, Inc.

Healthcare
9.3K
+ 24.77%
$80.97 - $117.93 $753K - $1.1M
46.8K $3.83M
CSL
Carlisle Companies Inc

Industrials
66
+ 1.1%
$368.67 - $480.91 $24.3K - $31.7K
6.09K $2.25M
WMS
Advanced Drainage Systems, Inc.

Industrials
210
+ 1.79%
$114.63 - $163.52 $24.1K - $34.3K
11.9K $1.38M
IGOV
Ishares 1 3 International Trea

ETFs
54.6K
+ 7.25%
$38.42 - $41.79 $2.1M - $2.28M
807K $31M
KHC
Kraft Heinz CO

Consumer Defensive
727
+ 0.65%
$30.1 - $36.02 $21.9K - $26.2K
112K $3.44M
BIDU
Baidu, Inc.

Communication Services
6.74K
+ 13.64%
$80.33 - $115.13 $542K - $776K
56.2K $4.74M
ACGL
Arch Capital Group Ltd.

Financial Services
2.65K
+ 6.97%
$88.71 - $114.86 $235K - $304K
40.6K $3.75M
CCK
Crown Holdings Inc

Consumer Cyclical
1.03K
+ 2.25%
$81.89 - $97.79 $84.5K - $101K
46.9K $3.88M
ENSG
Ensign Group, Inc

Healthcare
1.32K
+ 2.07%
$132.78 - $156.91 $176K - $208K
65.1K $8.66M
AEYE
Audioeye Inc

Technology
170
+ 0.24%
$15.11 - $33.64 $2.57K - $5.72K
69.8K $1.06M
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.9K
+ 4.35%
$25.61 - $28.0 $535K - $585K
501K $13M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
332
+ 0.33%
$70.1 - $76.53 $23.3K - $25.4K
99.5K $7.04M
ITB
Ishares Tr

ETFs
248
+ 0.98%
$103.31 - $129.34 $25.6K - $32.1K
25.5K $2.63M
TSCO
Tractor Supply CO

Consumer Cyclical
132K
+ 412.11%
$52.59 - $303.74 $6.94M - $40.1M
164K $8.7M
NVR
Nvr Inc

Consumer Cyclical
100
+ 11.24%
$8101.21 - $9940.51 $810K - $994K
990 $8.1M
GIS
General Mills Inc

Consumer Defensive
19.7K
+ 10.46%
$62.78 - $74.62 $1.24M - $1.47M
208K $13.3M
AES
Aes Corp

Utilities
13.1K
+ 11.56%
$12.44 - $20.24 $163K - $265K
126K $1.62M
ENPH
Enphase Energy, Inc.

Technology
1.05K
+ 6.47%
$59.52 - $111.18 $62.4K - $117K
17.3K $1.18M
ES
Eversource Energy

Utilities
4.23K
+ 4.91%
$55.9 - $67.73 $236K - $286K
90.4K $5.19M
CAG
Conagra Brands Inc.

Consumer Defensive
3.32K
+ 2.01%
$26.48 - $32.72 $87.9K - $109K
168K $4.67M
CMCSA
Comcast Corp

Communication Services
89.9K
+ 9.37%
$37.39 - $45.14 $3.36M - $4.06M
1.05M $39.4M
NXPI
Nxp Semiconductors N.V.

Technology
2.19K
+ 6.01%
$207.27 - $255.58 $455K - $561K
38.7K $8.04M
PHM
Pultegroup Inc

Consumer Cyclical
774
+ 3.27%
$108.86 - $149.04 $84.3K - $115K
24.4K $2.66M
BLD
Top Build Corp

Industrials
123
+ 1.47%
$308.96 - $414.77 $38K - $51K
8.48K $2.64M
CE
Celanese Corp

Basic Materials
14.7K
+ 54.29%
$67.03 - $136.68 $984K - $2.01M
41.7K $2.89M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.13K
+ 1.14%
$209.89 - $233.24 $237K - $263K
99.7K $21.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
498K
+ 195.66%
$25.79 - $80.4 $12.9M - $40.1M
753K $19.6M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
30
+ 0.01%
$108.28 - $117.54 $3.25K - $3.53K
257K $28M
EMN
Eastman Chemical CO

Basic Materials
632
+ 1.37%
$90.03 - $110.64 $56.9K - $69.9K
46.6K $4.26M
ODFL
Old Dominion Freight Line, Inc.

Industrials
716
+ 1.55%
$176.4 - $231.84 $126K - $166K
47K $8.29M
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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