Creative Planning Specialty Industrial Machinery

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$58.6 Million 0.06% of portfolio
176,507
Q4 2024 Reduced 2.52%
$28.4B
$46.4 Million 0.05% of portfolio
247,339
Q4 2024 Added 5.58%
$228B
$33.4 Million 0.03% of portfolio
200,161
Q4 2024 Added 1.82%
$72.9B
$24.6 Million 0.02% of portfolio
198,099
Q4 2024 Added 7.25%
$52.7B
$22.1 Million 0.02% of portfolio
63,422
Q4 2024 Added 3.98%
$79.3B
$20.4 Million 0.02% of portfolio
80,572
Q4 2024 Added 3.79%
$90B
$18.8 Million 0.02% of portfolio
29,557
Q4 2024 Added 5.55%
$9.12B
$15.6 Million 0.02% of portfolio
100,678
Q4 2024 Added 3,115.52%
$40.3B
$14.4 Million 0.01% of portfolio
155,043
Q4 2024 Added 3.51%
$34B
$9.11 Million 0.01% of portfolio
31,877
Q4 2024 Added 22.95%
$60.8B
$7.52 Million 0.01% of portfolio
14,471
Q4 2024 Reduced 2.11%
$34.6B
$6.73 Million 0.01% of portfolio
74,410
Q4 2024 Reduced 32.33%
$14.5B
$6.29 Million 0.01% of portfolio
74,607
Q4 2024 Reduced 8.51%
$42.1B
$5.17 Million 0.01% of portfolio
28,695
Q4 2024 Added 12.82%
$9.37B
$4.5 Million 0.0% of portfolio
29,011
Q4 2024 Added 3.58%
$8.4B
$3.68 Million 0.0% of portfolio
53,964
Q4 2024 Added 0.26%
$4.91B
$2.92 Million 0.0% of portfolio
8,268
Q4 2024 Added 11.93%
$6.74B
$2.48 Million 0.0% of portfolio
17,057
Q4 2024 Added 7.28%
$7.13B
$2.17 Million 0.0% of portfolio
11,362
Q4 2024 Added 108.36%
$12.2B
$2.14 Million 0.0% of portfolio
15,001
Q4 2024 Added 9.51%
$8.4B
$2.12 Million 0.0% of portfolio
31,451
Q4 2024 Added 4.78%
$15.9B
$2.01 Million 0.0% of portfolio
20,017
Q4 2024 Added 16.51%
$2.42B
$1.8 Million 0.0% of portfolio
58,563
Q4 2024 Added 129.08%
$4.53B
$1.8 Million 0.0% of portfolio
5,219
Q4 2024 Added 15.69%
$5.84B
$1.79 Million 0.0% of portfolio
8,800
Q4 2024 Added 27.3%
$9.62B
$1.73 Million 0.0% of portfolio
11,388
Q4 2024 Reduced 4.34%
$14.7B
$1.24 Million 0.0% of portfolio
5,945
Q4 2024 Added 18.33%
$4.63B
$1.13 Million 0.0% of portfolio
11,572
Q4 2024 Added 4.34%
$2.4B
$1.09 Million 0.0% of portfolio
22,982
Q4 2024 Reduced 0.1%
$4.01B
$1.08 Million 0.0% of portfolio
6,285
Q4 2024 Added 35.1%
$9.07B
$1.03 Million 0.0% of portfolio
7,585
Q4 2024 Added 0.37%
$7.61B
$1.02 Million 0.0% of portfolio
11,033
Q4 2024 Added 29.95%
$4.01B
$934,000 0.0% of portfolio
7,355
Q4 2024 New
$4.21B
$862,000 0.0% of portfolio
38,333
Q4 2024 Added 61.29%
$2.25B
$657,000 0.0% of portfolio
3,514
Q4 2024 Added 28.06%
$12.4B
$643,000 0.0% of portfolio
3,076
Q4 2024 Reduced 25.83%
$8.14B
$600,000 0.0% of portfolio
10,443
Q4 2024 Added 51.81%
$3.26B
$354,000 0.0% of portfolio
20,300
Q4 2024 Added 88.61%
$994M
$338,000 0.0% of portfolio
8,931
Q4 2024 Added 3.52%
$1.63B
$312,000 0.0% of portfolio
3,833
Q4 2024 Added 33.79%
$981M
$184,000 0.0% of portfolio
10,301
Q4 2024 New
$1.37B
$30,000 0.0% of portfolio
987
Q4 2024 New
$1.33B
$21,000 0.0% of portfolio
485
Q4 2024 New
$383M
$9,000 0.0% of portfolio
224
Q4 2024 Reduced 98.02%
$6.39B
$3,000 0.0% of portfolio
171
Q4 2024 New
$908M
$1,000 0.0% of portfolio
49
Q4 2024 New
$2.38B
$0 0.0% of portfolio
15
Q4 2024 New
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