Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSGX
Descartes Systems Group Inc

Technology
5.23K
+ 30.69%
$100.21 - $121.37 $524K - $635K
22.3K $2.53M
ESLT
Elbit Systems LTD

Industrials
2.14K
+ 56.11%
$201.1 - $263.5 $430K - $564K
5.95K $1.54M
PAVE
Global X Fds Us Infrastructure

ETFs
19.9K
+ 46.55%
$40.41 - $45.95 $803K - $914K
62.6K $2.53M
MSCI
Msci Inc.

Financial Services
974
+ 8.78%
$569.09 - $635.99 $554K - $619K
12.1K $7.24M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.78K
+ 7.97%
$138.59 - $156.61 $662K - $748K
64.7K $9.79M
IWV
Ishares Russell 3000 ETF

ETFs
1.51K
+ 4.36%
$323.08 - $349.08 $488K - $528K
36.2K $12.1M
MRNA
Moderna, Inc.

Healthcare
46K
+ 101.18%
$36.85 - $63.93 $1.69M - $2.94M
91.4K $3.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
25.4K
+ 97.96%
$17.13 - $34.23 $435K - $869K
51.3K $1.24M
PSTG
Pure Storage, Inc.

Technology
7.41K
+ 27.05%
$48.19 - $66.6 $357K - $494K
34.8K $2.14M
BECN
Beacon Roofing Supply Inc

Industrials
5.86K
+ 53.21%
$84.82 - $113.77 $497K - $666K
16.9K $1.71M
CM
Canadian Imperial Bank Of Commerce

Financial Services
9.95K
+ 14.75%
$59.58 - $67.31 $593K - $670K
77.4K $4.9M
VMC
Vulcan Materials CO

Basic Materials
2.55K
+ 17.9%
$237.95 - $292.31 $606K - $745K
16.8K $4.32M
CTVA
Corteva, Inc.

Basic Materials
17.7K
+ 12.7%
$55.21 - $64.13 $977K - $1.13M
157K $8.94M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.8K
+ 5.09%
$30.18 - $33.87 $748K - $839K
512K $15.8M
NTES
Net Ease, Inc.

Communication Services
9.17K
+ 57.49%
$76.28 - $104.26 $699K - $956K
25.1K $2.24M
VRSK
Verisk Analytics, Inc.

Industrials
2.22K
+ 12.78%
$262.86 - $294.75 $582K - $653K
19.6K $5.39M
XRAY
Dentsply Sirona Inc.

Healthcare
44.4K
+ 313.32%
$17.26 - $26.12 $766K - $1.16M
58.5K $1.11M
DVAX
Dynavax Technologies Corp

Healthcare
52.9K
+ 197.33%
$10.28 - $13.66 $544K - $723K
79.7K $1.02M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.01K
+ 3.43%
$109.06 - $140.54 $110K - $142K
30.4K $3.94M
HRI
Herc Holdings Inc

Industrials
2.07K
+ 19.04%
$155.15 - $239.28 $320K - $494K
12.9K $2.44M
HPE
Hewlett Packard Enterprise CO

Technology
25.2K
+ 12.8%
$19.31 - $23.95 $487K - $604K
222K $4.74M
EME
Emcor Group, Inc.

Industrials
1.06K
+ 10.68%
$427.96 - $526.95 $454K - $559K
11K $4.99M
MGA
Magna International Inc

Consumer Cyclical
16.4K
+ 45.6%
$39.47 - $46.46 $646K - $761K
52.3K $2.18M
MATX
Matson, Inc.

Industrials
5.93K
+ 51.9%
$131.18 - $167.37 $777K - $992K
17.3K $2.34M
FLNG
Flex Lng Ltd.

Energy
31.8K
+ 392.55%
$21.13 - $26.93 $672K - $857K
39.9K $915K
COP
Conocophillips

Energy
22.4K
+ 9.03%
$95.12 - $114.72 $2.13M - $2.57M
271K $26.9M
ADC
Agree Realty Corp

Real Estate
14.2K
+ 23.24%
$69.44 - $77.65 $989K - $1.11M
75.5K $5.32M
SSB
South State Corp

Financial Services
6.69K
+ 36.74%
$94.05 - $111.93 $629K - $748K
24.9K $2.48M
MLI
Mueller Industries Inc

Industrials
6.25K
+ 15.59%
$71.2 - $95.34 $445K - $596K
46.3K $3.68M
EVRG
Evergy, Inc.

Utilities
12.4K
+ 10.02%
$59.06 - $65.0 $731K - $805K
136K $8.37M
CWST
Casella Waste Systems Inc

Industrials
5.58K
+ 30.89%
$97.5 - $113.93 $544K - $636K
23.7K $2.5M
VAL
Valaris LTD

Energy
18.6K
+ 179.78%
$40.92 - $56.38 $761K - $1.05M
29K $1.28M
ONB
Old National Bancorp

Financial Services
19K
+ 19.96%
$17.94 - $23.23 $341K - $442K
114K $2.48M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.9K
+ 102.58%
$55.58 - $62.6 $605K - $682K
21.5K $1.29M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
14.4K
+ 88.83%
$50.14 - $52.56 $724K - $759K
30.7K $1.54M
JEF
Jefferies Financial Group Inc.

Financial Services
2.67K
+ 9.44%
$61.95 - $81.75 $165K - $218K
30.9K $2.43M
STRL
Sterling Construction CO Inc

Industrials
3.41K
+ 72.75%
$142.94 - $199.03 $487K - $679K
8.1K $1.36M
ULCC
Frontier Group Holdings, Inc.

Industrials
37.4K
+ 15.97%
$4.99 - $7.29 $186K - $272K
271K $1.93M
SMPL
Simply Good Foods CO

Consumer Defensive
15.9K
+ 126.72%
$32.46 - $40.01 $518K - $638K
28.5K $1.11M
IDCC
Inter Digital, Inc.

Communication Services
1.3K
+ 16.05%
$142.61 - $200.59 $186K - $261K
9.41K $1.82M
DFAU
Dimensional ETF Tr

ETFs
2.98K
+ 0.43%
$39.27 - $42.38 $117K - $126K
695K $28.1M
FLR
Fluor Corp

Industrials
12.3K
+ 29.18%
$46.92 - $58.93 $575K - $722K
54.3K $2.68M
PRIM
Primoris Services Corp

Industrials
7.04K
+ 96.38%
$57.06 - $84.91 $402K - $598K
14.3K $1.1M
CAR
Avis Budget Group, Inc.

Industrials
9.08K
+ 98.66%
$77.44 - $109.07 $703K - $990K
18.3K $1.47M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.13K
+ 34.31%
$202.45 - $354.85 $229K - $402K
4.43K $1.37M
FXI
Ishares Tr

ETFs
22.2K
+ 201.57%
$29.52 - $36.69 $655K - $814K
33.2K $1.01M
RGTI
Rigetti Computing, Inc.

Technology
7.45K
+ 19.95%
$0.74 - $17.08 $5.51K - $127K
44.8K $688K
KD
Kyndryl Holdings, Inc.

Technology
4.55K
+ 10.59%
$22.43 - $35.79 $102K - $163K
47.6K $1.65M
NNOX
Nano X Imaging Ltd.

Healthcare
88.2K
+ 502.03%
$5.67 - $8.38 $500K - $739K
106K $761K
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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