Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TCOM
Trip.Com Group LTD

Consumer Cyclical
2.01K
+ 7.83%
$58.0 - $75.06 $116K - $150K
27.6K $1.9M
HRL
Hormel Foods Corp

Consumer Defensive
13.1K
+ 10.86%
$29.21 - $33.55 $383K - $440K
134K $4.2M
SNV
Synovus Financial Corp

Financial Services
1.82K
+ 4.44%
$42.5 - $58.73 $77.5K - $107K
42.9K $2.2M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
2.18K
+ 19.77%
$32.27 - $55.37 $70.2K - $120K
13.2K $729K
JOBY
Joby Aviation, Inc.

Industrials
24K
+ 43.32%
$4.8 - $9.16 $115K - $220K
79.5K $646K
IRTC
I Rhythm Technologies, Inc.

Healthcare
4.08K
New
$57.07 - $91.45 $233K - $373K
4.08K $367K
SMAR
Smartsheet Inc

Technology
6.38K
+ 59.21%
$55.35 - $56.51 $353K - $361K
17.2K $961K
OWL
Blue Owl Capital Inc.

Financial Services
6.89K
+ 13.04%
$19.51 - $24.81 $134K - $171K
59.7K $1.39M
AMED
Amedisys Inc

Healthcare
4.31K
+ 88.98%
$83.78 - $97.71 $361K - $421K
9.14K $830K
NI
Nisource Inc.

Utilities
7.11K
+ 14.85%
$33.74 - $38.25 $240K - $272K
55K $2.02M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
7.03K
+ 35.48%
$50.66 - $60.69 $356K - $427K
26.8K $1.37M
TGNA
Tegna Inc

Communication Services
12.4K
+ 23.29%
$15.25 - $19.32 $189K - $240K
65.6K $1.2M
IMVT
Immunovant, Inc.

Healthcare
13.1K
New
N/A
13.1K $360K
QLYS
Qualys, Inc.

Technology
2.01K
+ 30.61%
$119.24 - $159.23 $240K - $321K
8.59K $1.21M
FVD
First Tr Value Line Divid Inde

ETFs
9.37K
+ 34.99%
$43.4 - $46.7 $407K - $438K
36.1K $1.58M
WTS
Watts Water Technologies Inc

Industrials
1.89K
+ 27.3%
$190.59 - $221.46 $360K - $418K
8.8K $1.79M
HSTM
Healthstream Inc

Healthcare
9.72K
+ 61.33%
$28.11 - $33.16 $273K - $322K
25.6K $812K
LZB
La Z Boy Inc

Consumer Cyclical
8.17K
New
$38.05 - $46.11 $311K - $377K
8.17K $355K
NNN
National Retail Properties, Inc.

Real Estate
16K
+ 40.77%
$39.77 - $49.34 $636K - $790K
55.3K $2.26M
TOST
Toast, Inc.

Technology
4.01K
+ 15.75%
$27.43 - $43.54 $110K - $174K
29.4K $1.07M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.77K
+ 37.61%
$67.53 - $85.82 $254K - $323K
13.8K $1.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
654
+ 0.26%
$563.99 - $620.12 $369K - $406K
249K $142M
FE
Firstenergy Corp

Utilities
13.3K
+ 34.65%
$39.14 - $44.52 $519K - $591K
51.6K $2.05M
RF
Regions Financial Corp

Financial Services
13.4K
+ 7.02%
$22.45 - $27.47 $301K - $369K
205K $4.81M
SECT
Sector 10, Inc.

ETFs
6.45K
New
$53.17 - $57.82 $343K - $373K
6.45K $353K
PKG
Packaging Corp Of America

Consumer Cyclical
833
+ 4.95%
$211.98 - $248.85 $177K - $207K
17.7K $3.98M
INOD
Innodata Inc

Technology
8.93K
New
$15.45 - $46.23 $138K - $413K
8.93K $352K
KRNY
Kearny Financial Corp.

Financial Services
44K
+ 22.92%
$6.43 - $8.48 $283K - $373K
236K $1.67M
CAC
Camden National Corp

Financial Services
7.05K
+ 20.39%
$38.75 - $49.57 $273K - $350K
41.6K $1.78M
CTRA
Coterra Energy Inc.

Energy
10K
+ 17.24%
$22.71 - $27.63 $228K - $277K
68.3K $1.74M
IBCP
Independent Bank Corp

Financial Services
8.79K
+ 29.99%
$31.36 - $38.99 $276K - $343K
38.1K $1.33M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
61.3K
+ 119.23%
$27.45 - $55.56 $1.68M - $3.41M
113K $3.19M
EWJ
Ishares Msci Japan ETF

ETFs
8.1K
+ 18.33%
$66.18 - $71.84 $536K - $582K
52.3K $3.51M
MWA
Mueller Water Products, Inc.

Industrials
14.6K
+ 61.29%
$21.37 - $25.97 $311K - $378K
38.3K $862K
KEYS
Keysight Technologies, Inc.

Technology
1.93K
+ 9.24%
$149.01 - $172.53 $287K - $333K
22.8K $3.66M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
5.37K
+ 15.93%
$74.71 - $79.24 $401K - $425K
39.1K $3M
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
HES
Hess Corp

Energy
2.98K
+ 15.37%
$127.66 - $148.65 $380K - $443K
22.3K $2.97M
CVLT
Commvault Systems Inc

Technology
2.5K
+ 20.58%
$132.26 - $177.6 $331K - $444K
14.7K $2.21M
ASTS
Ast Space Mobile, Inc.

Communication Services
16.2K
New
$21.1 - $28.49 $341K - $461K
16.2K $341K
DORM
Dorman Products, Inc.

Consumer Cyclical
1.75K
+ 25.38%
$108.64 - $142.83 $191K - $251K
8.67K $1.12M
REG
Regency Centers Corp

Real Estate
4.29K
+ 32.28%
$69.77 - $75.91 $299K - $325K
17.6K $1.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
22.1K
+ 15.44%
$16.2 - $17.97 $358K - $397K
165K $2.82M
RE
Everest Re Group LTD

Financial Services
909
+ 36.22%
N/A
3.42K $1.27M
BANF
Bancfirst Corp

Financial Services
1.77K
+ 16.32%
$100.43 - $128.91 $177K - $228K
12.6K $1.48M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
3.72K
New
$76.72 - $106.92 $285K - $398K
3.72K $336K
GFL
Gfl Environmental Inc.

Industrials
5.54K
+ 28.91%
$39.53 - $47.1 $219K - $261K
24.7K $1.1M
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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