Creative Planning Diagnostics & Research

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$208B
$54.3 Million 0.05% of portfolio
104,426
Q4 2024 Added 3.21%
$150B
$29.3 Million 0.03% of portfolio
127,533
Q4 2024 Added 0.94%
$37B
$10 Million 0.01% of portfolio
24,218
Q4 2024 Reduced 0.89%
$39.9B
$6.76 Million 0.01% of portfolio
50,337
Q4 2024 Added 12.08%
$35.9B
$4.81 Million 0.0% of portfolio
24,494
Q4 2024 Added 16.57%
$28.6B
$3.7 Million 0.0% of portfolio
3,027
Q4 2024 Added 9.63%
$22.1B
$3.18 Million 0.0% of portfolio
8,572
Q4 2024 Added 29.15%
$15.8B
$2.64 Million 0.0% of portfolio
19,725
Q4 2024 Added 18.26%
$15.3B
$2.4 Million 0.0% of portfolio
19,866
Q4 2024 Reduced 2.18%
$15.6B
$2.11 Million 0.0% of portfolio
15,375
Q4 2024 Added 32.63%
$8.73B
$2.02 Million 0.0% of portfolio
35,898
Q4 2024 Reduced 5.68%
$15.2B
$1.71 Million 0.0% of portfolio
8,134
Q4 2024 Reduced 85.41%
$10.6B
$1.6 Million 0.0% of portfolio
4,817
Q4 2024 Added 4.38%
$16.8B
$1.21 Million 0.0% of portfolio
7,634
Q4 2024 Added 30.88%
$3.51B
$1.13 Million 0.0% of portfolio
16,123
Q4 2024 Added 36.89%
$4.92B
$905,000 0.0% of portfolio
29,639
Q4 2024 Added 59.26%
$511M
$584,000 0.0% of portfolio
31,631
Q4 2024 Added 21.66%
$1.81B
$367,000 0.0% of portfolio
22,325
Q4 2024 Reduced 5.19%
$3.81B
$272,000 0.0% of portfolio
19,912
Q4 2024 Added 10.37%
$718M
$254,000 0.0% of portfolio
9,540
Q4 2024 Reduced 8.9%
$2.12B
$253,000 0.0% of portfolio
20,849
Q4 2024 Reduced 54.92%
$2.68B
$233,000 0.0% of portfolio
5,023
Q4 2024 Added 8.11%
$68.8M
$145,000 0.0% of portfolio
35,500
Q3 2024 New
$105M
$82,000 0.0% of portfolio
47,278
Q4 2024 Added 132.58%
$1.27B
$35,000 0.0% of portfolio
24,264
Q4 2024 Reduced 9.88%
$32.1M
$13,000 0.0% of portfolio
23,211
Q4 2024 New
$2.18M
$11,000 0.0% of portfolio
12,095
Q3 2024 Reduced 3.97%
$253M
$0 0.0% of portfolio
157
Q4 2024 New
$1.17B
$0 0.0% of portfolio
69
Q4 2024 Reduced 99.31%
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