Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
3.76K
+ 1.87%
$220.26 - $241.44 $827K - $907K
205K $47.6M
PINS
Pinterest, Inc.

Communication Services
80.5K
+ 171.9%
$28.24 - $34.15 $2.27M - $2.75M
127K $3.69M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
101K
+ 26.76%
$12.27 - $15.41 $1.24M - $1.55M
477K $6.92M
ROK
Rockwell Automation, Inc

Industrials
5.95K
+ 22.95%
$264.65 - $302.92 $1.57M - $1.8M
31.9K $9.11M
DGRO
Ishares Core Dividend Growth E

ETFs
38.6K
+ 20.46%
$60.73 - $64.94 $2.34M - $2.51M
227K $13.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.68K
+ 10.12%
$178.39 - $215.0 $1.37M - $1.65M
83.6K $16.1M
IWS
Ishares Russell Midcap Value E

ETFs
18.2K
+ 19.43%
$128.08 - $140.32 $2.34M - $2.56M
112K $14.5M
INTU
Intuit Inc

Technology
2.67K
+ 4.98%
$602.01 - $706.25 $1.6M - $1.88M
56.2K $35.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
113K
+ 309.56%
$17.93 - $18.8 $2.02M - $2.12M
149K $2.72M
VST
Vistra Corp.

Utilities
10.6K
+ 34.07%
$115.74 - $166.61 $1.22M - $1.76M
41.6K $5.74M
IYW
Ishares Dj Us Tech ETF

ETFs
7.06K
+ 6.04%
$148.14 - $166.23 $1.05M - $1.17M
124K $19.8M
WIT
Wipro LTD

Technology
1.69M
+ 126.15%
$3.54 - $7.24 $5.97M - $12.2M
3.02M $10.7M
ETR
Entergy Corp

Utilities
47.5K
+ 165.4%
$73.19 - $156.4 $3.48M - $7.43M
76.2K $5.78M
PWR
Quanta Services, Inc.

Industrials
5.05K
+ 22.68%
$296.05 - $346.6 $1.49M - $1.75M
27.3K $8.63M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
39.8K
+ 2.86%
$41.09 - $45.94 $1.63M - $1.83M
1.43M $60.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
9.45K
+ 41.27%
$170.03 - $192.78 $1.61M - $1.82M
32.4K $5.98M
LNG
Cheniere Energy, Inc.

Energy
3.81K
+ 11.64%
$181.07 - $225.92 $689K - $860K
36.5K $7.84M
AMP
Ameriprise Financial Inc

Financial Services
1.03K
+ 4.57%
$473.15 - $574.01 $488K - $592K
23.6K $12.6M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.11K
+ 10.32%
$152.04 - $211.12 $472K - $656K
33.2K $6.74M
SYK
Stryker Corp

Healthcare
5.59K
+ 7.45%
$345.14 - $392.15 $1.93M - $2.19M
80.6K $29M
XLF
Financial Sector Spdr

ETFs
15.3K
+ 3.89%
$44.89 - $51.34 $687K - $786K
409K $19.8M
GRMN
Garmin LTD

Technology
4.03K
+ 11.59%
$161.91 - $220.77 $652K - $889K
38.8K $8M
ASX
Ase Technology Holding Co., Ltd.

Technology
178K
+ 76.1%
$9.49 - $10.74 $1.69M - $1.91M
412K $4.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.4M
+ 204.88%
$22.01 - $66.82 $30.9M - $93.7M
2.09M $47.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
94.8K
+ 169.58%
$19.38 - $19.58 $1.84M - $1.86M
151K $2.93M
GWW
W.W. Grainger, Inc.

Industrials
1.57K
+ 13.56%
$1023.06 - $1220.93 $1.6M - $1.91M
13.1K $13.8M
ALK
Alaska Air Group, Inc.

Industrials
13K
+ 25.96%
$42.48 - $67.6 $551K - $877K
63K $4.08M
TRGP
Targa Resources Corp.

Energy
2.7K
+ 6.16%
$150.58 - $207.69 $406K - $560K
46.5K $8.3M
TPL
Texas Pacific Land Corp

Energy
289
+ 4.3%
$915.49 - $1730.0 $265K - $500K
7.01K $7.75M
IJK
Ishares S&P Midcap 400 Growth

ETFs
21.6K
+ 12.72%
$90.66 - $99.46 $1.95M - $2.14M
191K $17.4M
APA
Apa Corp

Energy
80.1K
+ 143.72%
$20.47 - $27.07 $1.64M - $2.17M
136K $3.14M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.9K
+ 15.51%
$125.36 - $147.37 $1.37M - $1.61M
81.4K $10.7M
EQIX
Equinix Inc

Real Estate
1.41K
+ 18.16%
$865.69 - $985.0 $1.22M - $1.39M
9.16K $8.64M
VONG
Vanguard Russell 1000 Growth E

ETFs
11.1K
+ 12.73%
$95.27 - $107.82 $1.06M - $1.2M
98.6K $10.2M
RDY
Dr Reddys Laboratories LTD

Healthcare
531K
+ 508.47%
$13.99 - $79.75 $7.43M - $42.4M
636K $10M
DAL
Delta Air Lines, Inc.

Industrials
6.61K
+ 4.84%
$47.46 - $65.77 $314K - $435K
143K $8.66M
PAYX
Paychex Inc

Industrials
7.54K
+ 6.79%
$135.86 - $148.73 $1.02M - $1.12M
118K $16.6M
WDS
Woodside Energy Group LTD

Energy
119K
+ 121.14%
$14.38 - $18.32 $1.72M - $2.19M
218K $3.4M
TWLO
Twilio Inc

Communication Services
2.47K
+ 7.61%
$63.73 - $114.96 $157K - $284K
34.9K $3.77M
CAH
Cardinal Health Inc

Healthcare
11.5K
+ 34.92%
$107.89 - $125.33 $1.24M - $1.44M
44.3K $5.24M
IXJ
Ishares Global Healthcare ETF

ETFs
20.9K
+ 136.47%
$85.65 - $98.34 $1.79M - $2.06M
36.2K $3.12M
ICL
Icl Group Ltd.

Basic Materials
308K
+ 249.33%
$3.92 - $5.13 $1.21M - $1.58M
432K $2.13M
HOOD
Robinhood Markets, Inc.

Technology
29.5K
+ 83.45%
$22.33 - $43.2 $659K - $1.28M
64.9K $2.42M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
81.9K
+ 296.08%
$19.42 - $19.76 $1.59M - $1.62M
110K $2.13M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.18K
+ 12.61%
$229.83 - $258.46 $961K - $1.08M
37.3K $9.23M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.43K
+ 19.56%
$110.69 - $154.48 $822K - $1.15M
45.4K $5.77M
MSI
Motorola Solutions, Inc.

Technology
2.66K
+ 9.8%
$449.08 - $504.6 $1.2M - $1.34M
29.8K $13.8M
MFG
Mizuho Financial Group Inc

Financial Services
204K
+ 25.38%
$4.05 - $5.26 $826K - $1.07M
1.01M $4.92M
DXCM
Dexcom Inc

Healthcare
11.7K
+ 19.58%
$65.68 - $81.01 $766K - $945K
71.2K $5.54M
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