Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SKY
Skyline Champion Corp

Consumer Cyclical
3.16K
+ 31.43%
$88.1 - $108.92 $278K - $344K
13.2K $1.16M
RHI
Robert Half International Inc.

Industrials
2.19K
+ 12.19%
$65.55 - $76.8 $144K - $168K
20.2K $1.42M
ASTE
Astec Industries Inc

Industrials
6.25K
New
$30.29 - $39.22 $189K - $245K
6.25K $209K
SLGN
Silgan Holdings Inc

Consumer Cyclical
4.03K
New
$50.6 - $57.53 $204K - $232K
4.03K $209K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3.92K
New
$50.52 - $56.61 $198K - $222K
3.92K $208K
CORT
Corcept Therapeutics Inc

Healthcare
3.11K
+ 24.92%
$44.66 - $60.85 $139K - $189K
15.6K $784K
AOSL
Alpha & Omega Semiconductor LTD

Technology
5.64K
New
$26.49 - $49.16 $149K - $277K
5.64K $208K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.61K
+ 3.66%
$285.5 - $335.62 $744K - $875K
73.8K $21.4M
CSWI
Csw Industrials, Inc.

Industrials
881
+ 11.93%
$352.8 - $432.01 $311K - $381K
8.27K $2.92M
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.41K
New
$60.24 - $63.08 $205K - $215K
3.41K $206K
AVTR
Avantor, Inc.

Basic Materials
16.1K
+ 57.29%
$19.72 - $25.54 $318K - $412K
44.3K $932K
BLFS
Biolife Solutions Inc

Healthcare
7.93K
New
$20.47 - $27.47 $162K - $218K
7.93K $205K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
4.24K
+ 20.07%
$49.84 - $59.6 $211K - $253K
25.4K $1.35M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
11.2K
New
$18.18 - $19.49 $204K - $218K
11.2K $204K
USLM
United States Lime & Minerals Inc

Basic Materials
835
+ 31.64%
$91.63 - $157.45 $76.5K - $131K
3.47K $461K
FIBK
First Interstate Bancsystem Inc

Financial Services
4.62K
+ 15.37%
$29.32 - $35.47 $135K - $164K
34.6K $1.13M
HUBG
Hub Group, Inc.

Industrials
4.65K
+ 87.0%
$42.15 - $53.2 $196K - $247K
10K $445K
STEP
Step Stone Group Inc.

Financial Services
3.1K
+ 13.75%
$57.28 - $69.32 $178K - $215K
25.6K $1.48M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.19K
New
$24.61 - $25.12 $201K - $206K
8.19K $202K
NVEC
Nve Corp

Technology
2.49K
New
$74.32 - $84.39 $185K - $210K
2.49K $202K
SON
Sonoco Products CO

Consumer Cyclical
5.48K
+ 47.91%
$48.6 - $54.89 $266K - $301K
16.9K $826K
HTLF
Heartland Financial Usa Inc

Financial Services
1.18K
+ 4.25%
$54.47 - $69.06 $64.2K - $81.4K
28.9K $1.77M
RWO
Spdr Dow Jones Global Real Est

ETFs
6.45K
+ 39.45%
$42.41 - $47.31 $274K - $305K
22.8K $978K
L
Loews Corp

Financial Services
892
+ 4.04%
$76.49 - $87.05 $68.2K - $77.6K
23K $1.95M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
16.8K
New
$11.34 - $12.27 $190K - $206K
16.8K $200K
JD
Jd.Com, Inc.

Consumer Cyclical
27.1K
+ 19.53%
$33.35 - $47.1 $905K - $1.28M
166K $5.76M
KT
Kt Corp

Communication Services
10.9K
+ 5.46%
$14.79 - $18.29 $161K - $200K
211K $3.27M
MXL
Maxlinear Inc

Technology
10.1K
New
$12.73 - $21.01 $129K - $212K
10.1K $199K
IDYA
Ideaya Biosciences, Inc.

Healthcare
9.72K
+ 112.04%
$24.79 - $31.98 $241K - $311K
18.4K $472K
TDS
Telephone & Data Systems Inc

Communication Services
1.56K
+ 11.74%
$22.86 - $35.22 $35.7K - $55K
14.9K $506K
UEC
Uranium Energy Corp

Energy
23.4K
+ 27.71%
$6.55 - $8.6 $154K - $202K
108K $722K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.15K
+ 0.76%
$52.0 - $55.66 $59.7K - $64K
153K $8.19M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.92K
+ 8.44%
$23.25 - $23.37 $207K - $209K
115K $2.67M
EPR
Epr Properties

Real Estate
6.84K
+ 30.34%
$43.17 - $49.39 $295K - $338K
29.4K $1.3M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
4.15K
+ 85.25%
$55.42 - $61.69 $230K - $256K
9.02K $499K
CVAC
Cure Vac N.V.

Healthcare
52.8K
+ 169.02%
$2.49 - $3.41 $132K - $180K
84.1K $286K
LPX
Louisiana Pacific Corp

Industrials
2.23K
+ 24.38%
$98.02 - $120.27 $218K - $268K
11.4K $1.18M
AAP
Advance Auto Parts Inc

Consumer Cyclical
1.08K
+ 6.29%
$35.69 - $47.44 $38.4K - $51K
18.2K $860K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.35K
+ 72.42%
$27.8 - $29.05 $204K - $214K
17.5K $488K
SU
Suncor Energy Inc

Energy
14.4K
+ 5.53%
$34.5 - $41.53 $498K - $600K
276K $9.84M
SKX
Skechers Usa Inc

Consumer Cyclical
2.81K
+ 31.36%
$59.24 - $72.0 $167K - $202K
11.8K $791K
SLQT
Select Quote, Inc.

Financial Services
9.67K
+ 9.67%
$1.84 - $3.83 $17.8K - $37K
110K $408K
MPLX
Mplx LP

Energy
350
+ 0.68%
$43.77 - $51.66 $15.3K - $18.1K
51.9K $2.48M
SSRM
Ssr Mining Inc.

Basic Materials
13.2K
+ 17.2%
$5.28 - $8.12 $69.8K - $107K
90K $626K
CEVA
Ceva Inc

Technology
1.15K
+ 5.5%
$23.34 - $33.25 $26.8K - $38.1K
22K $693K
VOX
Vanguard Communication Service

ETFs
407
+ 3.07%
$144.31 - $163.57 $58.7K - $66.6K
13.7K $2.12M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
3.25K
+ 54.35%
$49.77 - $64.58 $162K - $210K
9.22K $505K
AR
Antero Resources Corp

Energy
1.24K
+ 5.41%
$25.54 - $35.52 $31.6K - $43.9K
24.1K $844K
RXO
Rxo, Inc.
10.2K
+ 78.83%
$23.46 - $31.9 $238K - $324K
23K $549K
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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