Creative Planning New Holdings in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EVTC
Evertec, Inc.

Technology
44.6K
New
$29.61 - $35.08 $1.32M - $1.56M
44.6K $1.51M
SITM
Sitime Corp

Technology
4.91K
New
$112.1 - $176.03 $550K - $864K
4.91K $841K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
31.3K
New
$23.91 - $31.3 $748K - $979K
31.3K $795K
ZETA
Zeta Global Holdings Corp.

Technology
23.3K
New
$16.61 - $30.24 $388K - $706K
23.3K $696K
ODP
Odp Corp

Consumer Cyclical
23.2K
New
$24.56 - $42.42 $570K - $984K
23.2K $689K
AUR
Aurora Innovation, Inc.

Technology
110K
New
$2.81 - $6.4 $310K - $705K
110K $652K
ICHR
Ichor Holdings, Ltd.

Technology
18.2K
New
$27.15 - $42.7 $493K - $776K
18.2K $577K
OFLX
Omega Flex, Inc.

Industrials
11.3K
New
$44.64 - $53.48 $506K - $606K
11.3K $565K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
15.9K
New
$28.7 - $35.25 $456K - $561K
15.9K $547K
UCTT
Ultra Clean Holdings, Inc.

Technology
13.7K
New
$32.7 - $56.18 $447K - $769K
13.7K $546K
CLDX
Celldex Therapeutics, Inc.

Healthcare
14.8K
New
$32.06 - $44.56 $475K - $660K
14.8K $503K
CEVA
Ceva Inc

Technology
20.8K
New
$16.13 - $25.12 $336K - $524K
20.8K $503K
GFF
Griffon Corp

Industrials
7.17K
New
$55.61 - $74.71 $399K - $535K
7.17K $501K
CTBI
Community Trust Bancorp Inc

Financial Services
10K
New
$41.71 - $52.15 $418K - $523K
10K $497K
OEC
Orion Engineered Carbons S.A.

Basic Materials
27.5K
New
$16.0 - $24.62 $440K - $677K
27.5K $489K
FRSH
Freshworks Inc.

Technology
42K
New
$10.96 - $13.63 $460K - $573K
42K $482K
BFST
Business First Bancshares, Inc.

Financial Services
18.5K
New
$20.55 - $26.63 $381K - $493K
18.5K $475K
QDEL
Quidel Ortho Corp

Healthcare
10.4K
New
$29.96 - $46.4 $313K - $484K
10.4K $475K
VCTR
Victory Capital Holdings, Inc.

Financial Services
8.6K
New
$45.29 - $55.5 $389K - $477K
8.6K $475K
HNI
Hni Corp

Industrials
8.43K
New
$44.15 - $54.95 $372K - $463K
8.43K $454K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
8.59K
New
$40.81 - $55.0 $351K - $473K
8.59K $450K
TCBI
Texas Capital Bancshares Inc

Financial Services
6.16K
New
$57.92 - $73.9 $357K - $456K
6.16K $440K
PPBI
Pacific Premier Bancorp Inc

Financial Services
17K
New
$21.86 - $28.26 $371K - $479K
17K $426K
PRIM
Primoris Services Corp

Industrials
7.3K
New
$47.41 - $59.36 $346K - $433K
7.3K $424K
BALT
Innovator Etfs Tr
13.3K
New
$29.76 - $30.83 $395K - $409K
13.3K $409K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.47K
New
$74.82 - $74.82 $409K - $409K
5.47K $409K
VCYT
Veracyte, Inc.

Healthcare
11.6K
New
$21.0 - $35.25 $244K - $410K
11.6K $396K
BHB
Bar Harbor Bankshares

Financial Services
12.8K
New
$25.47 - $33.03 $326K - $422K
12.8K $394K
USNA
Usana Health Sciences Inc

Consumer Defensive
10.4K
New
$36.17 - $47.2 $376K - $491K
10.4K $393K
SMBK
Smartfinancial Inc.

Financial Services
13.5K
New
$23.14 - $30.18 $313K - $408K
13.5K $393K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
3.16K
New
$84.66 - $123.5 $268K - $391K
3.16K $374K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.66K
New
$107.74 - $140.72 $287K - $375K
2.66K $372K
AKRO
Akero Therapeutics, Inc.

Healthcare
12.9K
New
$21.45 - $29.34 $277K - $380K
12.9K $371K
NSSC
Napco Security Technologies, Inc

Industrials
9.16K
New
$34.23 - $58.0 $313K - $531K
9.16K $370K
CMCO
Columbus Mckinnon Corp

Industrials
10.2K
New
$30.03 - $39.41 $308K - $404K
10.2K $369K
FCBC
First Community Bankshares Inc

Financial Services
8.5K
New
$35.82 - $45.71 $304K - $388K
8.5K $368K
RAMP
Live Ramp Holdings, Inc.

Technology
14.8K
New
$21.74 - $33.02 $321K - $487K
14.8K $365K
BMRC
Bank Of Marin Bancorp

Financial Services
18K
New
$16.0 - $22.35 $288K - $402K
18K $361K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
11K
New
$21.54 - $34.6 $237K - $381K
11K $361K
RXO
Rxo, Inc.
12.9K
New
$25.55 - $31.9 $329K - $411K
12.9K $360K
CRDO
Credo Technology Group Holding LTD

Technology
11.7K
New
$24.26 - $36.45 $283K - $425K
11.7K $358K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
9.1K
New
$35.73 - $39.48 $325K - $359K
9.1K $356K
TREE
Lending Tree, Inc.

Financial Services
6.14K
New
$39.74 - $60.42 $244K - $371K
6.14K $356K
DHIL
Diamond Hill Investment Group Inc

Financial Services
2.19K
New
$139.35 - $163.24 $305K - $358K
2.19K $354K
IDU
Ishares Tr U S Utils ETF

ETFs
3.42K
New
$87.2 - $102.21 $298K - $350K
3.42K $349K
PRTA
Prothena Corp Public LTD CO

Healthcare
20.9K
New
$16.73 - $24.79 $350K - $518K
20.9K $349K
PDFS
Pdf Solutions Inc

Technology
10.8K
New
$28.05 - $39.55 $302K - $426K
10.8K $341K
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.5K
New
$33.72 - $47.33 $253K - $355K
7.5K $337K
PATK
Patrick Industries Inc

Consumer Cyclical
2.37K
New
$105.01 - $146.96 $248K - $348K
2.37K $336K
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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