Creative Planning New Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PD
Pager Duty, Inc.

Technology
282
New
$17.62 - $21.65 $4.97K - $6.11K
282 $5K
LMB
Limbach Holdings, Inc.

Industrials
68
New
$73.58 - $104.25 $5K - $7.09K
68 $5K
TBPH
Theravance Biopharma, Inc.

Healthcare
603
New
$7.93 - $10.08 $4.78K - $6.08K
603 $5K
TOLZ
Dj Brookfield Global

ETFs
112
New
$48.31 - $52.66 $5.41K - $5.9K
112 $5K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
60
New
$81.87 - $97.04 $4.91K - $5.82K
60 $5K
DMRC
Digimarc Corp

Technology
133
New
$26.18 - $38.77 $3.48K - $5.16K
133 $4K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
72
New
$56.46 - $67.59 $4.07K - $4.87K
72 $4K
AMSWA
American Software Inc

Technology
416
New
$10.24 - $10.96 $4.26K - $4.56K
416 $4K
DCO
Ducommun Inc

Industrials
77
New
$58.79 - $69.18 $4.53K - $5.33K
77 $4K
CUBI
Customers Bancorp, Inc.

Financial Services
94
New
$44.23 - $57.66 $4.16K - $5.42K
94 $4K
SRCE
1 St Source Corp

Financial Services
78
New
$57.54 - $67.29 $4.49K - $5.25K
78 $4K
ANIP
Ani Pharmaceuticals Inc

Healthcare
90
New
$53.35 - $61.74 $4.8K - $5.56K
90 $4K
CENX
Century Aluminum CO

Basic Materials
167
New
$15.24 - $23.94 $2.55K - $4K
167 $3K
DAKT
Daktronics Inc

Technology
189
New
$12.64 - $19.5 $2.39K - $3.69K
189 $3K
ACCO
Acco Brands Corp

Industrials
612
New
$4.81 - $6.32 $2.94K - $3.87K
612 $3K
MRUS
Merus N.V.

Healthcare
77
New
$41.45 - $54.5 $3.19K - $4.2K
77 $3K
BOC
Boston Omaha Corp

Communication Services
218
New
$14.04 - $16.13 $3.06K - $3.52K
218 $3K
REPX
Riley Exploration Permian, Inc.

Energy
100
New
$25.96 - $36.88 $2.6K - $3.69K
100 $3K
ONEW
One Water Marine Inc.

Consumer Cyclical
207
New
$17.38 - $25.81 $3.6K - $5.34K
207 $3K
LNN
Lindsay Corp

Industrials
30
New
$112.21 - $133.52 $3.37K - $4.01K
30 $3K
MLR
Miller Industries Inc

Consumer Cyclical
55
New
$59.86 - $76.87 $3.29K - $4.23K
55 $3K
GTES
Gates Industrial Corp PLC

Industrials
171
New
$17.3 - $22.93 $2.96K - $3.92K
171 $3K
JANX
Janux Therapeutics, Inc.

Healthcare
65
New
$40.18 - $66.83 $2.61K - $4.34K
65 $3K
SCSC
Scansource, Inc.

Technology
43
New
$42.41 - $53.11 $1.82K - $2.28K
43 $2K
ETNB
89bio, Inc.

Healthcare
294
New
$7.03 - $10.05 $2.07K - $2.95K
294 $2K
VIRT
Virtu Financial, Inc.

Financial Services
58
New
$30.43 - $37.95 $1.76K - $2.2K
58 $2K
MCY
Mercury General Corp

Financial Services
42
New
$62.82 - $78.96 $2.64K - $3.32K
42 $2K
NBN
Northeast Bk Lewiston Me Com

Financial Services
30
New
$74.9 - $103.33 $2.25K - $3.1K
30 $2K
NGS
Natural Gas Services Group Inc

Energy
93
New
$19.11 - $27.92 $1.78K - $2.6K
93 $2K
NWS
News Corp New Cl B Com Stk (De

Communication Services
73
New
$27.03 - $32.79 $1.97K - $2.39K
73 $2K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
289
New
$9.46 - $12.42 $2.73K - $3.59K
289 $2K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
517
New
$5.3 - $10.41 $2.74K - $5.38K
517 $2K
SEE
Sealed Air Corp

Consumer Cyclical
73
New
$33.59 - $37.3 $2.45K - $2.72K
73 $2K
IMNM
Immunome Inc.

Healthcare
233
New
$9.11 - $14.53 $2.12K - $3.39K
233 $2K
DSP
Viant Technology Inc.

Technology
147
New
$10.7 - $21.04 $1.57K - $3.09K
147 $2K
ASAN
Asana, Inc.

Technology
116
New
$11.17 - $27.52 $1.3K - $3.19K
116 $2K
PL
Planet Labs Pbc

Industrials
612
New
$2.1 - $4.52 $1.29K - $2.77K
612 $2K
LYTS
Lsi Industries Inc

Technology
111
New
$15.88 - $20.86 $1.76K - $2.32K
111 $2K
RYI
Ryerson Holding Corp

Industrials
132
New
$18.17 - $26.12 $2.4K - $3.45K
132 $2K
NX
Quanex Building Products Corp

Industrials
122
New
$23.13 - $31.51 $2.82K - $3.84K
122 $2K
PHR
Phreesia, Inc.

Healthcare
72
New
$18.04 - $25.76 $1.3K - $1.85K
72 $1K
ASLE
Aer Sale Corp

Industrials
249
New
$4.55 - $6.57 $1.13K - $1.64K
249 $1K
MTRX
Matrix Service CO

Industrials
124
New
$11.14 - $13.45 $1.38K - $1.67K
124 $1K
THRD
Third Harmonic Bio, Inc.

Healthcare
130
New
$10.29 - $15.4 $1.34K - $2K
130 $1K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
187
New
$7.02 - $12.12 $1.31K - $2.27K
187 $1K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
130
New
$12.95 - $17.41 $1.68K - $2.26K
130 $1K
KMPH
Kempharm, Inc

Healthcare
370
New
N/A
370 $1K
LEVI
Levi Strauss & CO

Consumer Cyclical
69
New
$15.8 - $21.68 $1.09K - $1.5K
69 $1K
INBK
First Internet Bancorp

Financial Services
39
New
$30.5 - $42.44 $1.19K - $1.66K
39 $1K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email