Creative Planning New Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Ethereum Fd
7.64K
New
N/A
7.64K $0
Primo Brands Corporation
18.8K
New
N/A
18.8K $0
Revelyst Inc
29.5K
New
N/A
29.5K $0
Orrstown Finl Svcs Inc
37
New
N/A
37 $0
Proshares Tr
82K
New
N/A
82K $0
Aurora Cannabis Inc
22
New
N/A
22 $0
Liberty Media Corp Del
6.8K
New
N/A
6.8K $0
Atlanta Braves Hldgs Inc
11.7K
New
N/A
11.7K $0
ATXS
Astria Therapeutics, Inc.

Healthcare
97
New
$8.81 - $12.1 $855 - $1.17K
97 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
9
New
$83.82 - $95.89 $754 - $863
9 $0
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
2
New
$42.71 - $48.29 $85.4 - $96.6
2 $0
Tortoise Capital Series Trus
15K
New
N/A
15K $0
Hive Digital Technologies Lt
14.4K
New
N/A
14.4K $0
Lam Research Corp
499K
New
N/A
499K $0
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
38
New
$22.65 - $27.63 $861 - $1.05K
38 $0
BETZ
Listed Fds Trroundhill Sports
2.28K
New
N/A
2.28K $0
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
78
New
$11.54 - $13.74 $900 - $1.07K
78 $0
PCYG
Park City Group Inc

Technology
64
New
N/A
64 $0
MODV
Modiv Care Inc

Healthcare
41
New
$10.44 - $18.81 $428 - $771
41 $0
Zymeworks Inc
57
New
N/A
57 $0
Priority Technology Hldgs In
2.4K
New
N/A
2.4K $0
Nebius Group N.V.
7.27K
New
N/A
7.27K $0
Amplify ETF Tr
5.03K
New
N/A
5.03K $0
Arista Networks Inc
432K
New
N/A
432K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
54.2K
New
N/A
54.2K $0
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
13
New
$36.84 - $53.4 $479 - $694
13 $0
WLDN
Willdan Group, Inc.

Industrials
16
New
$38.09 - $47.7 $609 - $763
16 $0
Ramaco Res Inc
1.61K
New
N/A
1.61K $0
Super Micro Computer Inc
155K
New
N/A
155K $0
ENOV
Enovis Corp

Industrials
15
New
$38.5 - $49.33 $578 - $740
15 $0
Vitesse Energy Inc
38
New
N/A
38 $0
Perimeter Solutions Inc
38.6K
New
N/A
38.6K $0
ADEA
Adeia Inc.

Technology
44
New
$11.43 - $14.61 $503 - $643
44 $0
KMPR
Kemper Corp

Financial Services
14
New
$59.0 - $72.1 $826 - $1.01K
14 $0
China Yuchai Intl LTD
13.7K
New
N/A
13.7K $0
ENFN
Enfusion, Inc.

Technology
87
New
$8.72 - $11.03 $759 - $960
87 $0
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
29
New
$28.62 - $34.06 $830 - $988
29 $0
ANGO
Angiodynamics Inc

Healthcare
107
New
$5.88 - $9.33 $629 - $998
107 $0
Blackrock Inc
23.3K
New
N/A
23.3K $0
RBBN
Ribbon Communications Inc.

Communication Services
39
New
$3.11 - $4.3 $121 - $168
39 $0
ADCT
Adc Therapeutics Sa

Healthcare
475
New
$1.89 - $3.48 $898 - $1.65K
475 $0
Brookfield Infrastructure CO
30.3K
New
N/A
30.3K $0
Asp Isotopes Inc
369
New
N/A
369 $0
DFSU
Dimensional ETF Tr Dimen Us Su
16.2K
New
N/A
16.2K $0
Xperi Inc
11.8K
New
N/A
11.8K $0
JGRO
J P Morgan Exchange Traded Fd
9.36K
New
N/A
9.36K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
53.9K
New
N/A
53.9K $0
PSNL
Personalis, Inc.

Healthcare
157
New
$3.38 - $6.26 $531 - $983
157 $0
STCE
Schwab Strategic Tr Crypto The
5.41K
New
N/A
5.41K $0
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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