Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIT
Applied Industrial Technologies Inc

Industrials
3.07K
+ 27.27%
$220.05 - $280.49 $674K - $860K
14.3K $3.43M
GKOS
Glaukos Corp

Healthcare
4.42K
+ 34.97%
$126.42 - $152.67 $559K - $675K
17.1K $2.56M
ACN
Accenture PLC

Technology
3.78K
+ 1.52%
$343.9 - $376.86 $1.3M - $1.42M
252K $88.5M
ASB
Associated Banc Corp

Financial Services
34.9K
+ 109.35%
$20.64 - $28.14 $720K - $981K
66.8K $1.6M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
82.2K
+ 286.5%
$11.1 - $12.03 $912K - $989K
111K $1.25M
STLA
Stellantis N.V.

Consumer Cyclical
77.5K
+ 68.18%
$12.37 - $13.99 $959K - $1.08M
191K $2.5M
MMSI
Merit Medical Systems Inc

Healthcare
9.66K
+ 50.72%
$93.76 - $105.52 $906K - $1.02M
28.7K $2.78M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
14.8K
+ 26.13%
$43.37 - $51.46 $644K - $764K
71.7K $3.45M
BDX
Becton Dickinson & CO

Healthcare
6.91K
+ 14.58%
$220.02 - $243.75 $1.52M - $1.68M
54.3K $12.3M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
11.8K
+ 15.4%
$76.72 - $82.83 $902K - $974K
88.1K $6.8M
BKR
Baker Hughes CO

Energy
13.1K
+ 18.81%
$35.98 - $44.88 $471K - $587K
82.7K $3.39M
JCI
Johnson Controls International PLC

Industrials
9.84K
+ 13.37%
$74.23 - $86.6 $730K - $852K
83.4K $6.59M
CLX
Clorox CO

Consumer Defensive
5.47K
+ 18.8%
$156.51 - $169.74 $856K - $928K
34.6K $5.61M
MFC
Manulife Financial Corp

Financial Services
21.9K
+ 12.62%
$29.21 - $32.87 $639K - $719K
195K $6M
YUM
Yum Brands Inc

Consumer Cyclical
10.1K
+ 11.51%
$130.36 - $139.54 $1.32M - $1.41M
97.7K $13.1M
KNTK
Kinetik Holdings Inc.

Energy
9.79K
+ 37.48%
$45.65 - $61.95 $447K - $607K
35.9K $2.05M
IGV
Ishares Expanded Tech Software

ETFs
5.33K
+ 17.15%
$87.5 - $110.17 $466K - $587K
36.4K $3.64M
BTI
British American Tobacco P.L.C.

Consumer Defensive
24.9K
+ 17.31%
$34.25 - $37.94 $853K - $945K
169K $6.13M
DOCU
Docusign, Inc.

Technology
5.17K
+ 35.77%
$61.42 - $106.99 $318K - $553K
19.6K $1.76M
CBRE
Cbre Group, Inc.

Real Estate
4.62K
+ 12.22%
$119.22 - $140.71 $551K - $650K
42.4K $5.57M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.51K
+ 14.3%
$155.96 - $188.66 $391K - $473K
20K $3.74M
UBS
Ubs Group Ag

Financial Services
32.5K
+ 13.91%
$29.78 - $33.08 $969K - $1.08M
267K $8.08M
FRME
First Merchants Corp

Financial Services
20.1K
+ 126.7%
$35.52 - $44.97 $715K - $906K
36K $1.44M
EXEL
Exelixis, Inc.

Healthcare
9.66K
+ 13.62%
$25.39 - $36.46 $245K - $352K
80.6K $2.68M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.5K
+ 7.6%
$81.68 - $82.93 $1.02M - $1.04M
177K $14.5M
CCJ
Cameco Corp

Energy
12.9K
+ 28.06%
$48.64 - $61.14 $626K - $787K
58.7K $3.02M
FDN
First Tr Fd Dow Jones

ETFs
831
+ 4.18%
$210.5 - $257.24 $175K - $214K
20.7K $5.04M
CBZ
Cbiz, Inc.

Industrials
6.94K
+ 39.53%
$63.78 - $83.43 $443K - $579K
24.5K $2.01M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39.9K
+ 49.59%
$20.6 - $20.71 $821K - $825K
120K $2.48M
SNA
Snap On Inc

Industrials
968
+ 9.77%
$285.44 - $371.35 $276K - $359K
10.9K $3.69M
TDIV
First Trust Nasdaq Technology

ETFs
16.6K
+ 6.35%
$78.03 - $82.13 $1.29M - $1.36M
278K $21.8M
IWC
Russell Micro Cap ETF

ETFs
3.07K
+ 5.18%
$120.3 - $138.84 $370K - $427K
62.4K $8.14M
PLXS
Plexus Corp

Technology
3.34K
+ 22.85%
$133.8 - $168.44 $447K - $563K
18K $2.81M
HUN
Huntsman Corp

Basic Materials
54.6K
+ 188.91%
$17.57 - $24.21 $960K - $1.32M
83.6K $1.51M
AME
Ametek Inc

Industrials
3.26K
+ 12.82%
$165.89 - $197.38 $541K - $644K
28.7K $5.17M
LPI
Laredo Petroleum, Inc.

Energy
16.6K
+ 56.04%
N/A
46.1K $2.24M
TPR
Tapestry, Inc.

Consumer Cyclical
6.78K
+ 34.26%
$43.54 - $66.18 $295K - $448K
26.6K $1.73M
ZM
Zoom Video Communications, Inc.

Technology
4.86K
+ 14.08%
$67.21 - $89.03 $327K - $433K
39.4K $3.21M
MQ
Marqeta, Inc.

Technology
230K
+ 389.95%
$3.42 - $5.95 $785K - $1.37M
288K $1.09M
MARA
Marathon Digital Holdings, Inc.

Financial Services
35.6K
+ 105.2%
N/A
69.5K $1.57M
XLE
Energy Sector Spdr

ETFs
14.1K
+ 7.48%
$83.32 - $97.27 $1.17M - $1.37M
202K $17.3M
FIX
Comfort Systems Usa Inc

Industrials
884
+ 6.98%
$370.68 - $504.12 $328K - $446K
13.6K $5.75M
NTR
Nutrien Ltd.

Basic Materials
20.5K
+ 56.2%
$44.04 - $50.78 $904K - $1.04M
57.1K $2.55M
WAT
Waters Corp

Healthcare
1.94K
+ 29.15%
$323.11 - $392.01 $625K - $759K
8.57K $3.18M
CSX
Csx Corp

Industrials
68.6K
+ 10.82%
$31.58 - $36.88 $2.17M - $2.53M
703K $22.7M
JKHY
Henry Jack & Associates Inc

Technology
4.6K
+ 23.43%
$171.12 - $186.18 $787K - $856K
24.2K $4.25M
PIPR
Piper Sandler Companies

Financial Services
2.08K
+ 22.41%
$280.53 - $348.81 $584K - $726K
11.4K $3.41M
FLEX
Flex Ltd.

Technology
1.86K
+ 1.32%
$32.52 - $41.3 $60.5K - $76.8K
143K $5.5M
AGX
Argan Inc

Industrials
2.89K
+ 27.25%
$100.91 - $160.81 $292K - $465K
13.5K $1.85M
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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