Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1.69K
+ 0.34%
$114.45 - $127.21 $193K - $214K
492K $57M
NUE
Nucor Corp

Basic Materials
9.68K
+ 8.86%
$115.78 - $167.74 $1.12M - $1.62M
119K $13.9M
VZ
Verizon Communications Inc

Communication Services
41.7K
+ 4.84%
$39.6 - $45.21 $1.65M - $1.89M
904K $36.1M
UBER
Uber Technologies, Inc

Technology
5.38K
+ 2.76%
$59.93 - $86.34 $323K - $465K
201K $12.1M
UNP
Union Pacific Corp

Industrials
8.77K
+ 3.4%
$223.15 - $249.32 $1.96M - $2.19M
267K $60.9M
MU
Micron Technology Inc

Technology
3.3K
+ 2.04%
$84.16 - $113.41 $278K - $374K
165K $13.9M
ZTS
Zoetis Inc.

Healthcare
149
+ 0.16%
$162.24 - $194.42 $24.2K - $29K
90.6K $14.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.19M
+ 93.91%
$25.33 - $51.16 $55.5M - $112M
4.52M $117M
MPC
Marathon Petroleum Corp

Energy
3.42K
+ 2.18%
$131.65 - $174.84 $451K - $599K
160K $22.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
60K
+ 3.39%
$33.39 - $37.66 $2M - $2.26M
1.83M $61.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.49K
+ 0.52%
$67.29 - $73.38 $235K - $256K
678K $46M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.78M
+ 9.54%
$40.06 - $45.21 $111M - $126M
31.9M $1.3B
GE
General Electric CO

Industrials
3.58K
+ 1.82%
$159.95 - $194.23 $573K - $695K
200K $33.4M
MRK
Merck & Co., Inc.

Healthcare
79.3K
+ 9.41%
$96.31 - $114.76 $7.63M - $9.09M
922K $91.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
32.8K
+ 2.66%
$56.61 - $61.63 $1.85M - $2.02M
1.27M $71.8M
PEP
Pepsico Inc

Consumer Defensive
28.5K
+ 5.42%
$151.29 - $176.1 $4.32M - $5.02M
555K $84.4M
NVS
Novartis Ag

Healthcare
8.81K
+ 2.55%
$96.78 - $117.18 $852K - $1.03M
354K $34.4M
KLAC
Kla Corp

Technology
650
+ 1.63%
$614.46 - $829.55 $399K - $539K
40.4K $25.5M
DHR
Danaher Corp

Healthcare
1.19K
+ 0.94%
$226.16 - $274.52 $270K - $328K
128K $29.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
521K
+ 74.03%
$24.19 - $50.58 $12.6M - $26.4M
1.23M $29.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
23.9K
+ 2.36%
$63.27 - $70.31 $1.51M - $1.68M
1.04M $65.8M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
24.3K
+ 1.1%
$40.41 - $45.12 $980K - $1.09M
2.23M $90.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.25K
+ 3.21%
$501.29 - $612.85 $1.63M - $1.99M
104K $54.3M
NVO
Novo Nordisk A S

Healthcare
13.8K
+ 4.69%
$85.0 - $120.04 $1.17M - $1.66M
309K $26.5M
LMT
Lockheed Martin Corp

Industrials
2.05K
+ 1.93%
$479.66 - $614.62 $983K - $1.26M
108K $52.7M
NEE
Nextera Energy Inc

Utilities
6.66K
+ 0.8%
$69.77 - $85.43 $465K - $569K
838K $60.1M
AMGN
Amgen Inc

Healthcare
1.1K
+ 0.56%
$258.78 - $328.31 $284K - $360K
199K $51.8M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
509
+ 0.02%
$49.25 - $53.57 $25.1K - $27.3K
2.72M $135M
ABBV
Abb Vie Inc.

Healthcare
10.3K
+ 1.37%
$164.99 - $203.87 $1.69M - $2.09M
761K $135M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
167K
+ 0.67%
$49.79 - $51.14 $8.34M - $8.57M
25.1M $1.26B
KO
Coca Cola CO

Consumer Defensive
10.3K
+ 0.56%
$61.74 - $71.71 $638K - $741K
1.86M $116M
LLY
Eli Lilly & CO

Healthcare
7.01K
+ 3.07%
$727.2 - $932.06 $5.1M - $6.53M
236K $182M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.8M
+ 190.87%
$27.54 - $83.04 $517M - $1.56B
28.6M $792M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
248K
+ 1.96%
$96.64 - $101.23 $24M - $25.1M
12.9M $1.25B
VCIT
Vanguard Intermediate Term Cor

ETFs
545K
+ 2.27%
$80.13 - $83.77 $43.7M - $45.7M
24.6M $1.98B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
252K
+ 1.1%
$38.37 - $42.82 $9.67M - $10.8M
23.2M $892M
IDEV
Ishares Core Msci Intl Develop

ETFs
476K
+ 2.72%
$64.18 - $70.42 $30.6M - $33.5M
18M $1.16B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.7M
+ 98.29%
$18.41 - $40.87 $381M - $846M
41.7M $772M
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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