Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
667
+ 5.11%
$704.44 - $880.32 $470K - $587K
13.7K $9.66M
SCCO
Southern Copper Corp

Basic Materials
3.19K
+ 6.47%
$91.13 - $117.95 $291K - $376K
52.5K $4.79M
PKX
Posco Holdings Inc.

Basic Materials
11.8K
+ 22.02%
$43.3 - $69.98 $513K - $829K
65.6K $2.85M
SHW
Sherwin Williams CO

Basic Materials
2.91K
+ 6.33%
$338.75 - $399.71 $986K - $1.16M
48.9K $16.6M
STX
Seagate Technology Holdings PLC

Technology
2.04K
+ 4.3%
$86.31 - $112.64 $176K - $230K
49.5K $4.28M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.2K
+ 3.75%
$53.86 - $60.27 $388K - $434K
199K $10.8M
OMC
Omnicom Group Inc.

Communication Services
581
+ 0.97%
$85.82 - $105.47 $49.9K - $61.3K
60.2K $5.18M
UMC
United Microelectronics Corp

Technology
34.7K
+ 5.24%
$6.34 - $8.35 $220K - $290K
696K $4.52M
LEN
Lennar Corp

Consumer Cyclical
135
+ 0.64%
$136.2 - $188.96 $18.4K - $25.5K
21.2K $2.9M
IFGL
Ishares International Develope

ETFs
47
+ 0.02%
$18.78 - $22.81 $883 - $1.07K
307K $5.92M
BHP
Bhp Group LTD

Basic Materials
17K
+ 11.51%
$48.78 - $62.43 $828K - $1.06M
164K $8.03M
AOS
Smith A O Corp

Industrials
140
+ 0.26%
$68.02 - $88.94 $9.52K - $12.5K
54K $3.68M
FSLR
First Solar, Inc.

Technology
480
+ 2.82%
$175.88 - $240.66 $84.4K - $116K
17.5K $3.08M
DOW
Dow Inc.

Basic Materials
25K
+ 16.64%
$39.1 - $55.34 $976K - $1.38M
175K $7.02M
SCHO
Schwab Short Term Us Treasury

ETFs
203K
+ 83.23%
$24.06 - $48.88 $4.9M - $9.95M
448K $10.8M
OTIS
Otis Worldwide Corp

Industrials
5.26K
+ 3.51%
$92.57 - $106.01 $487K - $558K
155K $14.4M
RS
Reliance Steel & Aluminum CO

Basic Materials
365
+ 0.55%
$264.2 - $326.32 $96.4K - $119K
67K $18M
CTAS
Cintas Corp

Industrials
4.39K
+ 4.97%
$182.7 - $226.47 $803K - $995K
92.7K $16.9M
PSA
Public Storage

Real Estate
583
+ 2.65%
$289.33 - $360.21 $169K - $210K
22.6K $6.76M
ED
Consolidated Edison Inc

Utilities
2.03K
+ 2.05%
$88.87 - $107.38 $180K - $218K
101K $9.01M
IRM
Iron Mountain Inc

Real Estate
426
+ 0.43%
$101.62 - $128.14 $43.3K - $54.6K
99.3K $10.4M
LDOS
Leidos Holdings, Inc.

Technology
111
+ 0.15%
$143.17 - $201.39 $15.9K - $22.4K
72.9K $10.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.18K
+ 4.2%
$219.66 - $257.62 $478K - $561K
54K $11.9M
ADI
Analog Devices Inc

Technology
3.04K
+ 2.6%
$206.35 - $236.48 $626K - $718K
120K $25.5M
UL
Unilever PLC

Consumer Defensive
17.1K
+ 5.77%
$56.7 - $64.64 $968K - $1.1M
313K $17.7M
AZN
Astrazeneca PLC

Healthcare
20K
+ 8.9%
$63.2 - $79.58 $1.26M - $1.59M
245K $16M
CAT
Caterpillar Inc

Industrials
13.7K
+ 6.03%
$360.37 - $416.88 $4.95M - $5.73M
242K $87.7M
O
Realty Income Corp

Real Estate
20.3K
+ 7.89%
$51.76 - $64.71 $1.05M - $1.32M
278K $14.9M
XLV
Select Sector Spdr Fund Health

ETFs
721
+ 0.72%
$136.28 - $154.74 $98.3K - $112K
100K $13.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.6K
+ 10.28%
$82.28 - $117.52 $1.04M - $1.48M
135K $11.5M
FNDF
Schwab Fundamental Intl Large

ETFs
180
+ 0.05%
$32.92 - $37.15 $5.93K - $6.69K
388K $12.9M
SO
Southern CO

Utilities
15.6K
+ 4.23%
$81.5 - $94.15 $1.27M - $1.47M
384K $31.6M
WEX
Wex Inc.

Technology
6.11K
+ 7.76%
$167.45 - $216.67 $1.02M - $1.32M
84.8K $14.9M
MPWR
Monolithic Power Systems Inc

Technology
1.25K
+ 17.13%
$560.06 - $942.58 $698K - $1.17M
8.52K $5.04M
DUK
Duke Energy Corp

Utilities
5.63K
+ 1.85%
$105.76 - $120.76 $595K - $680K
310K $33.4M
AFL
Aflac Inc

Financial Services
651
+ 0.3%
$100.37 - $115.27 $65.3K - $75K
221K $22.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
341K
+ 87.67%
$25.74 - $53.78 $8.77M - $18.3M
729K $18.8M
AEP
American Electric Power CO Inc

Utilities
9.08K
+ 3.27%
$90.91 - $102.21 $825K - $928K
287K $26.4M
SNY
Sanofi

Healthcare
74
+ 0.03%
$45.89 - $57.31 $3.4K - $4.24K
221K $10.7M
FCX
Freeport Mcmoran Inc

Basic Materials
14.8K
+ 6.58%
$38.08 - $50.82 $562K - $751K
239K $9.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25.5K
+ 4.96%
$75.65 - $83.47 $1.93M - $2.13M
540K $41.1M
MCHP
Microchip Technology Inc

Technology
8.23K
+ 7.06%
$55.51 - $79.05 $457K - $651K
125K $7.16M
UPS
United Parcel Service Inc

Industrials
1.82K
+ 0.74%
$122.65 - $138.35 $223K - $252K
247K $31.2M
NOC
Northrop Grumman Corp

Industrials
468
+ 1.1%
$466.52 - $543.88 $218K - $255K
43K $20.2M
PANW
Palo Alto Networks Inc

Technology
74.4K
+ 74.99%
$181.96 - $405.9 $13.5M - $30.2M
174K $31.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24.1K
+ 3.71%
$58.88 - $64.8 $1.42M - $1.56M
674K $39.7M
QCOM
Qualcomm Inc

Technology
27.6K
+ 6.83%
$150.4 - $178.04 $4.15M - $4.91M
431K $66.3M
CEG
Constellation Energy Corp

Utilities
3.62K
+ 3.9%
$224.28 - $285.52 $812K - $1.03M
96.6K $21.7M
CL
Colgate Palmolive CO

Consumer Defensive
3.99K
+ 1.83%
$90.22 - $102.31 $360K - $408K
222K $20.2M
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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