Creative Planning New Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMP
Tompkins Financial Corp

Financial Services
7.17K
New
$56.09 - $78.15 $402K - $560K
7.17K $486K
ASND
Ascendis Pharma A/S

Healthcare
3.47K
New
$122.0 - $146.6 $423K - $509K
3.47K $477K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
13.8K
New
$32.85 - $34.26 $454K - $473K
13.8K $457K
IBDV
Ishares Tr

Technology
21K
New
$21.24 - $22.15 $446K - $465K
21K $448K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.68K
New
$89.88 - $101.38 $421K - $474K
4.68K $436K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
19.9K
New
$21.43 - $22.55 $427K - $450K
19.9K $429K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
30.3K
New
$13.54 - $14.25 $411K - $432K
30.3K $424K
IART
Integra Lifesciences Holdings Corp

Healthcare
18.5K
New
$16.95 - $26.7 $314K - $494K
18.5K $419K
CNM
Core & Main, Inc.

Industrials
8.02K
New
$41.91 - $55.78 $336K - $447K
8.02K $408K
RDN
Radian Group Inc

Financial Services
12.8K
New
$31.67 - $35.84 $405K - $459K
12.8K $405K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.3K
New
$21.81 - $22.48 $399K - $412K
18.3K $401K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
35.1K
New
$11.12 - $11.98 $390K - $420K
35.1K $396K
FIVN
Five9, Inc.

Technology
9.71K
New
$27.26 - $43.41 $265K - $421K
9.71K $394K
KFRC
Kforce Inc

Industrials
6.86K
New
$53.57 - $62.47 $367K - $428K
6.86K $388K
DGICA
Donegal Group Inc

Financial Services
24.7K
New
$14.19 - $16.78 $351K - $415K
24.7K $382K
BANR
Banner Corp

Financial Services
5.73K
New
$57.86 - $76.26 $331K - $437K
5.73K $382K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.85K
New
$98.41 - $98.98 $379K - $381K
3.85K $378K
IRTC
I Rhythm Technologies, Inc.

Healthcare
4.08K
New
$57.07 - $91.45 $233K - $373K
4.08K $367K
IMVT
Immunovant, Inc.

Healthcare
13.1K
New
N/A
13.1K $360K
LZB
La Z Boy Inc

Consumer Cyclical
8.17K
New
$38.05 - $46.11 $311K - $377K
8.17K $355K
SECT
Sector 10, Inc.

ETFs
6.45K
New
$53.17 - $57.82 $343K - $373K
6.45K $353K
INOD
Innodata Inc

Technology
8.93K
New
$15.45 - $46.23 $138K - $413K
8.93K $352K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
16.8K
New
$20.56 - $21.33 $345K - $358K
16.8K $345K
BYRN
Byrna Technologies Inc.

Industrials
12K
New
$13.96 - $31.14 $167K - $372K
12K $344K
HXL
Hexcel Corp

Industrials
5.47K
New
$58.56 - $65.31 $321K - $358K
5.47K $343K
ASTS
Ast Space Mobile, Inc.

Communication Services
16.2K
New
$21.1 - $28.49 $341K - $461K
16.2K $341K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
3.72K
New
$76.72 - $106.92 $285K - $398K
3.72K $336K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.43K
New
$89.97 - $98.59 $309K - $338K
3.43K $325K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
13.6K
New
$15.19 - $25.13 $207K - $342K
13.6K $324K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.55K
New
$71.77 - $92.11 $255K - $327K
3.55K $322K
ACLX
Arcellx, Inc.

Healthcare
4.19K
New
$75.39 - $106.53 $316K - $447K
4.19K $319K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
4.14K
New
$64.79 - $77.75 $268K - $322K
4.14K $319K
FCOM
Fidelity Covington Tr Msci Com

ETFs
5.45K
New
$54.65 - $61.96 $298K - $337K
5.45K $319K
NARI
Inari Medical, Inc.

Healthcare
6.2K
New
$40.61 - $58.21 $252K - $361K
6.2K $316K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.49K
New
$70.31 - $77.39 $316K - $347K
4.49K $315K
ENLC
En Link Midstream, LLC

Energy
22.3K
New
$13.74 - $16.01 $306K - $357K
22.3K $315K
INTA
Intapp, Inc.

Technology
4.91K
New
$43.86 - $70.0 $215K - $343K
4.91K $314K
RDW
Redwire Corp

Industrials
18.7K
New
$6.41 - $17.65 $120K - $330K
18.7K $307K
METV
Listed Fds Tr Roundhill Ball M

ETFs
21.3K
New
$13.21 - $15.35 $281K - $327K
21.3K $306K
HTH
Hilltop Holdings Inc.

Financial Services
10.7K
New
$28.47 - $34.44 $305K - $369K
10.7K $306K
QLV
Flexshares Us Quality Low Vola

ETFs
4.69K
New
$65.2 - $68.29 $306K - $320K
4.69K $305K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
6.04K
New
$49.58 - $50.28 $300K - $304K
6.04K $300K
AMN
Amn Healthcare Services Inc

Healthcare
12.5K
New
$22.94 - $42.42 $286K - $529K
12.5K $298K
KURA
Kura Oncology, Inc.

Healthcare
34.2K
New
$8.51 - $19.21 $291K - $656K
34.2K $297K
BUYZ
Franklin Templeton ETF Tr Disr

ETFs
8K
New
$33.95 - $39.59 $272K - $317K
8K $295K
MOV
Movado Group Inc

Consumer Cyclical
14.9K
New
$18.39 - $21.31 $275K - $318K
14.9K $293K
LMND
Lemonade, Inc.

Financial Services
7.97K
New
$15.65 - $51.81 $125K - $413K
7.97K $292K
CARS
Cars.Com Inc.

Consumer Cyclical
16.9K
New
$15.18 - $20.1 $256K - $339K
16.9K $292K
NFRA
Flexshares Stoxx Global Broad

ETFs
5.4K
New
$54.11 - $59.58 $292K - $322K
5.4K $292K
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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