Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WERN
Werner Enterprises Inc

Industrials
33.9K
+ 137.88%
$35.64 - $41.8 $1.21M - $1.42M
58.5K $2.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
28K
+ 7.83%
$7.33 - $12.37 $205K - $346K
386K $4.09M
SUM
Summit Materials, Inc.

Basic Materials
11.4K
+ 23.87%
$36.82 - $51.66 $421K - $591K
59.4K $3M
RMBS
Rambus Inc

Technology
13.8K
+ 37.12%
$40.13 - $59.14 $555K - $818K
51.1K $2.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.3K
+ 57.9%
$50.62 - $50.97 $1.13M - $1.14M
60.8K $3.09M
AEIS
Advanced Energy Industries Inc

Industrials
8.27K
+ 54.73%
$101.71 - $122.72 $841K - $1.01M
23.4K $2.7M
GDDY
Go Daddy Inc.

Technology
2.71K
+ 19.09%
$153.16 - $209.03 $415K - $566K
16.9K $3.33M
PH
Parker Hannifin Corp

Industrials
1.55K
+ 5.55%
$621.74 - $709.46 $966K - $1.1M
29.6K $18.8M
ALL
Allstate Corp

Financial Services
4.61K
+ 6.9%
$181.25 - $208.2 $836K - $960K
71.4K $13.8M
BCS
Barclays PLC

Financial Services
55.7K
+ 17.9%
$11.65 - $13.67 $649K - $762K
367K $4.88M
HI
Hillenbrand, Inc.

Industrials
33K
+ 129.08%
$25.38 - $34.77 $838K - $1.15M
58.6K $1.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
45.9K
+ 8.34%
N/A
597K $14.2M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
93.7K
+ 59.45%
$13.01 - $14.43 $1.22M - $1.35M
251K $3.33M
BLDR
Builders First Source, Inc.

Industrials
12.2K
+ 94.29%
$142.93 - $198.25 $1.75M - $2.42M
25.2K $3.6M
BIIB
Biogen Inc.

Healthcare
10.8K
+ 78.21%
$146.47 - $191.55 $1.58M - $2.06M
24.5K $3.75M
ADSK
Autodesk, Inc.

Technology
4.41K
+ 11.01%
N/A
44.4K $10.9M
NET
Cloudflare, Inc.

Technology
2.18K
+ 6.91%
$78.11 - $117.56 $170K - $256K
33.7K $3.63M
GMAB
Genmab A/S

Healthcare
59.4K
+ 125.27%
$20.02 - $24.15 $1.19M - $1.43M
107K $2.23M
EQNR
Equinor Asa

Energy
50K
+ 74.49%
$21.88 - $27.12 $1.09M - $1.35M
117K $2.77M
WBS
Webster Financial Corp

Financial Services
13.2K
+ 32.95%
$44.33 - $62.82 $583K - $827K
53.1K $2.93M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
43.9K
+ 7.14%
$25.0 - $25.11 $1.1M - $1.1M
660K $16.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
53.4K
+ 245.41%
$20.08 - $20.61 $1.07M - $1.1M
75.1K $1.51M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.1K
+ 14.77%
$340.59 - $380.5 $714K - $798K
16.3K $5.96M
SPGI
S&P Global Inc.

Financial Services
4.04K
+ 7.84%
$480.36 - $529.17 $1.94M - $2.14M
55.6K $27.7M
SRE
Sempra Energy

Utilities
8.18K
+ 10.35%
$80.81 - $94.77 $661K - $776K
87.2K $7.65M
NYF
Ishares New York Muni Bond ETF

ETFs
19.8K
+ 87.96%
$52.85 - $54.34 $1.05M - $1.08M
42.4K $2.26M
BCE
Bce Inc

Communication Services
74.1K
+ 124.54%
$22.53 - $34.84 $1.67M - $2.58M
134K $3.1M
NMR
Nomura Holdings Inc

Financial Services
135K
+ 32.54%
$5.05 - $6.25 $684K - $847K
552K $3.2M
SKYW
Skywest Inc

Industrials
1.99K
+ 3.67%
$83.51 - $115.11 $166K - $229K
56.3K $5.64M
USPH
U S Physical Therapy Inc

Healthcare
11.1K
+ 373.55%
$77.48 - $99.91 $861K - $1.11M
14.1K $1.25M
VDC
Vanguard Consumer Staples ETF

ETFs
5.24K
+ 31.65%
$210.96 - $223.62 $1.11M - $1.17M
21.8K $4.61M
EQT
Eqt Corp

Energy
1.03K
+ 1.04%
$35.62 - $46.89 $36.8K - $48.4K
101K $4.63M
NSP
Insperity, Inc.

Industrials
13.3K
+ 324.07%
$72.51 - $88.91 $964K - $1.18M
17.4K $1.35M
DEO
Diageo PLC

Consumer Defensive
12.7K
+ 26.49%
$118.0 - $139.88 $1.5M - $1.78M
60.7K $7.71M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 52.65%
$33.62 - $35.69 $990K - $1.05M
85.4K $2.89M
XLU
Utilities Sector Spdr

ETFs
17.7K
+ 24.56%
$74.89 - $82.93 $1.33M - $1.47M
90K $6.81M
AZO
Autozone Inc

Consumer Cyclical
259
+ 10.28%
$2981.19 - $3370.27 $772K - $873K
2.78K $8.9M
KLIC
Kulicke & Soffa Industries Inc

Technology
19.7K
+ 76.23%
$42.42 - $50.54 $836K - $996K
45.6K $2.13M
VALE
Vale S.A.

Basic Materials
132K
+ 174.82%
$8.74 - $11.78 $1.15M - $1.55M
207K $1.84M
MAIN
Main Street Capital Corp

Financial Services
5.8K
+ 7.92%
$49.95 - $58.58 $289K - $339K
79K $4.63M
KN
Knowles Corp

Technology
32.6K
+ 20.02%
$17.04 - $20.23 $555K - $659K
195K $3.89M
MUR
Murphy Oil Corp

Energy
36.1K
+ 88.08%
$28.14 - $36.09 $1.02M - $1.3M
77.1K $2.33M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.26K
+ 16.35%
$146.47 - $191.01 $331K - $432K
16.1K $3M
DLTR
Dollar Tree, Inc.

Consumer Defensive
11.1K
+ 44.85%
$61.21 - $76.19 $677K - $843K
35.7K $2.68M
CYBR
Cyber Ark Software Ltd.

Technology
1.33K
+ 11.09%
$274.1 - $333.15 $364K - $442K
13.3K $4.43M
EUFN
Ishares Msci Europe Financials

ETFs
40.5K
+ 425.04%
$23.06 - $24.69 $933K - $999K
50K $1.17M
DTM
Dt Midstream, Inc.

Energy
600
+ 1.44%
$78.85 - $108.56 $47.3K - $65.1K
42.4K $4.22M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
110K
+ 945.07%
$8.43 - $9.68 $924K - $1.06M
121K $1.04M
ARES
Ares Management Corp

Financial Services
2.7K
+ 12.89%
$153.38 - $183.7 $414K - $496K
23.7K $4.19M
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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