Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
49.4K
+ 53.07%
$241.48 - $274.89 $11.9M - $13.6M
143K $36.2M
BAC
Bank Of America Corp

Financial Services
17.3K
+ 0.65%
$39.22 - $47.77 $679K - $827K
2.68M $118M
SOXL
Direxion Daily Semiconductor B

ETFs
410K
+ 6969.99%
$26.3 - $40.82 $10.8M - $16.8M
416K $11.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
81.4K
+ 22.29%
$160.89 - $176.18 $13.1M - $14.3M
447K $72.3M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
105K
+ 114.66%
$103.6 - $112.52 $10.8M - $11.8M
196K $20.5M
GS
Goldman Sachs Group Inc

Financial Services
7.7K
+ 10.0%
$486.1 - $608.57 $3.74M - $4.69M
84.7K $48.5M
CSCO
Cisco Systems, Inc.

Technology
55.9K
+ 4.83%
$52.45 - $60.02 $2.93M - $3.35M
1.21M $71.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
70K
+ 13.82%
$94.43 - $105.47 $6.61M - $7.38M
576K $58.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
31.3K
+ 34.1%
$264.18 - $304.19 $8.28M - $9.53M
123K $34.5M
VB
Vanguard Small Cap ETF

ETFs
14.4K
+ 0.77%
$233.76 - $261.58 $3.37M - $3.77M
1.89M $455M
CVX
Chevron Corp

Energy
69.2K
+ 12.67%
$141.15 - $162.53 $9.76M - $11.2M
615K $89.1M
NKE
Nike, Inc.

Consumer Cyclical
193K
+ 39.24%
$73.36 - $89.13 $14.2M - $17.2M
686K $51.9M
EEMV
Ishares Msci Emerging Markets

ETFs
144K
+ 551.63%
$57.85 - $63.11 $8.34M - $9.1M
170K $9.88M
HON
Honeywell International Inc

Industrials
15.8K
+ 6.87%
$202.84 - $236.0 $3.21M - $3.74M
246K $55.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
79.9K
+ 21.87%
$100.16 - $100.7 $8M - $8.04M
445K $44.7M
TPYP
Managed Portfolio Ser Tortoise

ETFs
227K
+ 1035.36%
$31.7 - $36.82 $7.21M - $8.37M
249K $8.5M
FISV
Fiserv Inc

Technology
59.9K
+ 40.37%
N/A
208K $26.1M
MS
Morgan Stanley

Financial Services
21.2K
+ 9.65%
$104.42 - $134.99 $2.22M - $2.87M
241K $30.3M
BSY
Bentley Systems Inc

Technology
253K
+ 23.19%
$46.59 - $51.09 $11.8M - $12.9M
1.35M $62.8M
IWM
Ishares Russell 2000 ETF

ETFs
32.7K
+ 5.83%
$216.13 - $242.4 $7.07M - $7.93M
593K $131M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
81.7K
+ 53.75%
N/A
234K $20.1M
T
At&T Inc.

Communication Services
255K
+ 16.27%
$21.22 - $23.88 $5.4M - $6.08M
1.82M $41.4M
AXP
American Express CO

Financial Services
9.48K
+ 5.89%
$267.35 - $305.57 $2.54M - $2.9M
171K $50.6M
BX
Blackstone Inc.

Financial Services
10.2K
+ 4.27%
$148.45 - $199.05 $1.51M - $2.02M
248K $42.8M
SNOW
Snowflake Inc.

Technology
3.92K
+ 2.72%
$109.65 - $186.51 $429K - $730K
148K $22.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
91.5K
+ 14.43%
$77.86 - $79.27 $7.12M - $7.25M
726K $56.6M
ET
Energy Transfer LP

Energy
174K
+ 21.88%
$16.05 - $19.86 $2.8M - $3.46M
970K $19M
HSY
Hershey CO

Consumer Defensive
43.5K
+ 78.8%
$168.67 - $193.65 $7.34M - $8.43M
98.8K $16.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
21K
+ 5.79%
$116.4 - $138.52 $2.44M - $2.9M
383K $48.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
93.7K
+ 22.81%
$114.08 - $125.68 $10.7M - $11.8M
504K $57.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25.6K
+ 123.69%
$198.04 - $221.51 $5.06M - $5.66M
46.2K $9.73M
SUB
Ishares Short Term National Mu

ETFs
68.8K
+ 2.77%
$104.94 - $106.2 $7.22M - $7.31M
2.56M $270M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
12.9K
+ 1.05%
$100.18 - $109.1 $1.29M - $1.4M
1.24M $130M
BFC
Bank First Corp

Financial Services
52.7K
New
$86.5 - $108.79 $4.56M - $5.74M
52.7K $5.23M
PBP
Invesco Exchange Traded Fd Tr

ETFs
218K
New
$22.51 - $23.75 $4.92M - $5.19M
218K $5.15M
IBM
International Business Machines Corp

Technology
24.7K
+ 8.22%
$204.9 - $238.04 $5.06M - $5.88M
325K $71.5M
SFBS
Servis First Bancshares, Inc.

Financial Services
59.3K
+ 1752.91%
$77.34 - $99.0 $4.59M - $5.87M
62.7K $5.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.99M
+ 223.12%
$26.93 - $84.95 $80.6M - $254M
4.33M $118M
C
Citigroup Inc

Financial Services
27.9K
+ 7.3%
$61.31 - $72.5 $1.71M - $2.02M
409K $28.8M
SCHW
Schwab Charles Corp

Financial Services
2.2K
+ 0.43%
$63.31 - $82.85 $139K - $183K
514K $38M
BKNG
Booking Holdings Inc.

Consumer Cyclical
314
+ 7.28%
$4100.99 - $5300.34 $1.29M - $1.66M
4.63K $23M
DELL
Dell Technologies Inc.

Technology
43.7K
+ 44.12%
$111.96 - $144.21 $4.89M - $6.3M
143K $16.4M
VTV
Vanguard Value ETF

ETFs
46.7K
+ 7.53%
$168.32 - $181.87 $7.85M - $8.49M
666K $113M
AXON
Axon Enterprise, Inc.

Industrials
2.66K
+ 16.95%
$399.22 - $689.78 $1.06M - $1.83M
18.3K $10.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10.4K
+ 11.81%
$417.69 - $450.94 $4.34M - $4.68M
98.3K $41.8M
TGT
Target Corp

Consumer Defensive
66.9K
+ 30.59%
$121.59 - $160.69 $8.13M - $10.7M
285K $38.6M
SONY
Sony Group Corp

Technology
1.29M
+ 424.51%
$17.53 - $96.8 $22.6M - $125M
1.59M $33.7M
EMR
Emerson Electric CO

Industrials
13.4K
+ 7.25%
$108.13 - $134.33 $1.45M - $1.8M
198K $24.6M
TM
Toyota Motor Corp

Consumer Cyclical
14.9K
+ 19.25%
$169.2 - $199.52 $2.52M - $2.97M
92.1K $17.9M
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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