Creative Planning New Holdings in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAMT
Camtek LTD

Technology
4.19K
New
$71.51 - $137.24 $299K - $575K
4.19K $334K
MCBS
Metro City Bankshares, Inc.

Financial Services
10.8K
New
$25.48 - $32.1 $276K - $347K
10.8K $331K
ERJ
Embraer S.A.

Industrials
9.3K
New
$25.9 - $36.95 $241K - $344K
9.3K $329K
IESC
Ies Holdings, Inc.

Industrials
1.65K
New
$134.29 - $199.7 $222K - $330K
1.65K $329K
ATRC
Atri Cure, Inc.

Healthcare
11.4K
New
$20.34 - $29.5 $233K - $338K
11.4K $320K
HSII
Heidrick & Struggles International Inc

Industrials
8.2K
New
$30.32 - $41.21 $248K - $338K
8.2K $318K
RGR
Sturm Ruger & CO Inc

Industrials
7.69K
New
$41.42 - $41.42 $318K - $318K
7.69K $318K
PAR
Par Technology Corp

Technology
6.07K
New
$44.72 - $57.16 $271K - $347K
6.07K $316K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
5.98K
New
$41.17 - $54.85 $246K - $328K
5.98K $315K
AMWD
American Woodmark Corp

Consumer Cyclical
3.34K
New
$77.25 - $102.5 $258K - $342K
3.34K $311K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.88K
New
$42.66 - $45.18 $294K - $311K
6.88K $310K
FC
Franklin Covey CO

Industrials
7.31K
New
$36.88 - $43.71 $270K - $319K
7.31K $300K
ZIP
Ziprecruiter, Inc.

Industrials
31.5K
New
$7.25 - $10.2 $229K - $322K
31.5K $299K
SAFT
Safety Insurance Group Inc

Financial Services
3.66K
New
$74.85 - $88.81 $274K - $325K
3.66K $298K
CSTL
Castle Biosciences Inc

Healthcare
10.5K
New
$17.4 - $31.47 $182K - $330K
10.5K $298K
CCB
Coastal Financial Corp

Financial Services
5.51K
New
$43.73 - $53.83 $241K - $297K
5.51K $296K
GFS
Globalfoundries Inc.

Technology
7.34K
New
$39.04 - $58.39 $286K - $428K
7.34K $295K
BC
Brunswick Corp

Consumer Cyclical
3.52K
New
$69.46 - $84.53 $244K - $297K
3.52K $294K
DGII
Digi International Inc

Technology
10.7K
New
$22.44 - $29.62 $240K - $317K
10.7K $294K
FOUR
Shift4 Payments, Inc.

Technology
3.31K
New
$61.26 - $88.65 $203K - $293K
3.31K $293K
AMOT
Allied Motion Technologies Inc

Technology
10.5K
New
N/A
10.5K $292K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
8.36K
New
$25.91 - $34.55 $217K - $289K
8.36K $285K
CCSI
Consensus Cloud Solutions, Inc.

Technology
12.1K
New
$15.92 - $24.09 $193K - $291K
12.1K $285K
PLUS
Eplus Inc

Technology
2.84K
New
$71.76 - $101.07 $204K - $287K
2.84K $279K
AUSF
Global X Fds Adaptive U S Fact

ETFs
6.55K
New
$39.51 - $42.7 $259K - $280K
6.55K $279K
MCB
Metropolitan Bank Holding Corp.

Financial Services
5.24K
New
$41.32 - $56.48 $217K - $296K
5.24K $275K
RLJ
Rlj Lodging Trust

Real Estate
30K
New
$8.88 - $9.98 $266K - $299K
30K $274K
IDYA
Ideaya Biosciences, Inc.

Healthcare
8.68K
New
$30.37 - $43.05 $264K - $374K
8.68K $274K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
7.56K
New
$31.97 - $37.3 $242K - $282K
7.56K $270K
PCTY
Paylocity Holding Corp

Technology
1.62K
New
$132.0 - $165.41 $214K - $268K
1.62K $267K
HTBI
Home Trust Bancshares, Inc.

Financial Services
7.82K
New
$28.76 - $36.56 $225K - $286K
7.82K $266K
TMST
Timken Steel Corp

Basic Materials
12.3K
New
N/A
12.3K $265K
NEAR
Blackrock Short Maturity Bond

ETFs
5.14K
New
$50.09 - $51.31 $257K - $264K
5.14K $263K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
8.84K
New
$21.25 - $30.25 $188K - $267K
8.84K $261K
RBCAA
Republic Bancorp Inc

Financial Services
4K
New
$51.45 - $68.36 $206K - $274K
4K $261K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.97K
New
$23.66 - $26.53 $236K - $264K
9.97K $260K
SGRY
Surgery Partners, Inc.

Healthcare
8.02K
New
$23.08 - $33.69 $185K - $270K
8.02K $258K
FR
First Industrial Realty Trust Inc

Real Estate
4.62K
New
$47.13 - $56.97 $218K - $263K
4.62K $258K
USLM
United States Lime & Minerals Inc

Basic Materials
2.64K
New
$69.25 - $395.38 $183K - $1.04M
2.64K $257K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.9K
New
$20.51 - $24.25 $223K - $264K
10.9K $257K
HEES
H&E Equipment Services, Inc.

Industrials
5.23K
New
$42.22 - $54.23 $221K - $283K
5.23K $254K
ZI
Zoom Info Technologies Inc.

Technology
24.6K
New
$8.01 - $12.68 $197K - $312K
24.6K $253K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
7.92K
New
$32.04 - $42.76 $254K - $339K
7.92K $253K
RPD
Rapid7, Inc.

Technology
6.34K
New
$33.02 - $43.17 $209K - $274K
6.34K $252K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.69K
New
$41.93 - $44.13 $239K - $251K
5.69K $251K
USPH
U S Physical Therapy Inc

Healthcare
2.98K
New
$81.64 - $98.68 $243K - $294K
2.98K $251K
PLAB
Photronics Inc

Technology
10.1K
New
$20.78 - $27.99 $210K - $282K
10.1K $249K
PRO
Pros Holdings, Inc.

Technology
13.5K
New
$16.99 - $27.05 $229K - $364K
13.5K $249K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
6.38K
New
$33.68 - $44.74 $215K - $286K
6.38K $248K
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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