Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.64K
+ 8.85%
$111.85 - $120.71 $519K - $561K
57.1K $6.58M
SRRK
Scholar Rock Holding Corp

Healthcare
3.28K
+ 22.78%
$7.07 - $45.73 $23.2K - $150K
17.7K $764K
BORR
Borr Drilling LTD

Energy
202K
+ 232.52%
$3.36 - $5.65 $678K - $1.14M
288K $1.12M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.6K
+ 11.83%
$109.13 - $130.93 $284K - $341K
24.6K $3.08M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
75.6K
+ 7.51%
$22.65 - $23.8 $1.71M - $1.8M
1.08M $24.6M
WEC
Wec Energy Group, Inc.

Utilities
8.1K
+ 14.07%
$92.94 - $101.82 $752K - $824K
65.6K $6.17M
ALKS
Alkermes Plc.

Healthcare
20.8K
+ 41.13%
$25.7 - $31.46 $535K - $655K
71.5K $2.05M
INSM
Insmed Inc

Healthcare
11.8K
+ 26.26%
$66.29 - $76.63 $782K - $904K
56.7K $3.92M
RSG
Republic Services, Inc.

Industrials
3.09K
+ 9.81%
$198.0 - $218.75 $611K - $675K
34.5K $6.95M
IOT
Samsara Inc.

Technology
29.4K
+ 19.91%
$42.67 - $56.35 $1.26M - $1.66M
177K $7.74M
KELYA
Kelly Services Inc

Industrials
50.3K
+ 529.47%
$12.84 - $22.25 $646K - $1.12M
59.8K $833K
WIX
Wix.Com Ltd.

Technology
868
+ 9.32%
$156.75 - $229.35 $136K - $199K
10.2K $2.18M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
5.7K
+ 70.71%
$112.69 - $123.97 $642K - $707K
13.8K $1.55M
EA
Electronic Arts Inc.

Communication Services
3.74K
+ 14.02%
$140.69 - $167.97 $526K - $628K
30.4K $4.45M
PFFV
Global X Variable Rate Preferr

Technology
29.9K
+ 17.37%
$23.57 - $24.48 $704K - $731K
202K $4.75M
CTSH
Cognizant Technology Solutions Corp

Technology
8.22K
+ 18.5%
$74.37 - $82.32 $611K - $677K
52.6K $4.05M
CHK
Chesapeake Energy Corp

Energy
6.37K
+ 29.31%
$81.46 - $87.57 $519K - $558K
28.1K $2.41M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.75K
+ 21.36%
$138.3 - $192.95 $242K - $338K
9.95K $1.76M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
747
+ 1.09%
$129.96 - $144.97 $97.1K - $108K
69K $9.62M
MTB
M&T Bank Corp

Financial Services
1.71K
+ 5.84%
$172.48 - $221.95 $294K - $379K
30.9K $5.82M
LRN
Stride, Inc.

Consumer Defensive
5.03K
+ 108.12%
$64.04 - $110.79 $322K - $557K
9.68K $1.01M
IRBO
Ishares Robotics & Artificial

ETFs
19K
+ 37.26%
N/A
69.9K $2.24M
TT
Trane Technologies PLC

Industrials
4.93K
+ 7.85%
$369.35 - $419.14 $1.82M - $2.07M
67.7K $25M
VTRS
Viatris Inc

Healthcare
35.6K
+ 18.33%
$11.32 - $13.37 $402K - $475K
230K $2.86M
IP
International Paper CO

Consumer Cyclical
4.43K
+ 6.07%
$46.64 - $59.57 $207K - $264K
77.4K $4.16M
ABT
Abbott Laboratories

Healthcare
11.7K
+ 1.45%
$111.93 - $119.39 $1.31M - $1.4M
821K $92.8M
ACM
Aecom

Industrials
4.82K
+ 22.25%
$101.97 - $116.97 $491K - $564K
26.5K $2.83M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.05K
+ 38.14%
$107.98 - $143.92 $329K - $438K
11K $1.48M
WWD
Woodward, Inc.

Industrials
3.69K
+ 71.16%
$159.67 - $187.29 $590K - $692K
8.89K $1.48M
PSO
Pearson PLC

Communication Services
25.5K
+ 37.54%
$13.3 - $16.28 $340K - $416K
93.6K $1.51M
VREX
Varex Imaging Corp

Healthcare
36.4K
+ 185.24%
$11.23 - $16.68 $409K - $607K
56K $817K
CRS
Carpenter Technology Corp

Industrials
2.74K
+ 23.73%
$149.5 - $196.14 $410K - $538K
14.3K $2.43M
CNX
Cnx Resources Corp

Energy
11.7K
+ 31.75%
$32.66 - $41.09 $381K - $479K
48.4K $1.77M
ALRM
Alarm.Com Holdings, Inc.

Technology
8.05K
+ 56.25%
$52.26 - $68.81 $421K - $554K
22.4K $1.36M
STM
St Microelectronics N.V.

Technology
35.7K
+ 53.94%
$24.48 - $28.92 $873K - $1.03M
102K $2.54M
AVSF
American Centy ETF Tr Avantis

ETFs
19.3K
+ 5.98%
$46.02 - $47.0 $890K - $909K
343K $15.8M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.75K
+ 26.8%
$75.41 - $112.24 $207K - $308K
13K $1.34M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.39K
+ 16.35%
$180.39 - $205.43 $431K - $491K
17K $3.22M
CSAN
Cosan S.A.

Energy
148K
+ 256.82%
$5.37 - $9.88 $796K - $1.46M
206K $1.12M
PINC
Premier, Inc.

Healthcare
23.2K
+ 39.97%
$19.08 - $23.34 $442K - $541K
81.2K $1.72M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.82K
+ 27.1%
$107.0 - $142.46 $302K - $402K
13.2K $1.72M
VIAV
Viavi Solutions Inc.

Technology
43.3K
+ 37.76%
$8.94 - $11.16 $387K - $483K
158K $1.59M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.79K
+ 5.92%
$131.26 - $163.78 $235K - $294K
32.1K $4.79M
AUR
Aurora Innovation, Inc.

Technology
82K
+ 74.44%
$4.99 - $8.06 $409K - $661K
192K $1.21M
FSV
First Service Corp

Real Estate
3.15K
+ 33.94%
$176.17 - $197.05 $554K - $620K
12.4K $2.25M
RELX
Relx PLC

Communication Services
18.6K
+ 13.09%
$44.45 - $48.63 $827K - $905K
161K $7.31M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
30.2K
+ 118.93%
$17.7 - $26.34 $535K - $796K
55.6K $1.05M
CARG
Car Gurus, Inc.

Communication Services
10.6K
+ 41.75%
$29.05 - $38.78 $308K - $411K
36K $1.32M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
82.9K
+ 201.16%
$6.07 - $7.83 $503K - $649K
124K $855K
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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