Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NSSC
Napco Security Technologies, Inc

Industrials
3.91K
+ 42.75%
$34.51 - $42.2 $135K - $165K
13.1K $464K
CRMD
Cor Medix Inc.

Healthcare
11.6K
+ 72.7%
$8.1 - $13.59 $93.7K - $157K
27.5K $222K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.21K
+ 5.68%
$81.39 - $94.14 $98.7K - $114K
22.6K $1.93M
LSCC
Lattice Semiconductor Corp

Technology
931
+ 8.38%
$48.58 - $63.46 $45.2K - $59.1K
12K $682K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.8K
+ 16.34%
$50.23 - $50.46 $90.6K - $91K
12.8K $645K
SAIA
Saia Inc

Industrials
101
+ 4.11%
$411.44 - $569.08 $41.6K - $57.5K
2.56K $1.17M
IBOC
International Bancshares Corp

Financial Services
1.16K
+ 22.21%
$57.25 - $75.11 $66.1K - $86.8K
6.36K $401K
CDAY
Ceridian Hcm Holding Inc.

Technology
1.42K
+ 13.58%
N/A
11.9K $765K
EQH
Equitable Holdings, Inc.

Financial Services
436
+ 3.22%
$41.59 - $50.4 $18.1K - $22K
14K $659K
CTO
Cto Realty Growth, Inc.

Real Estate
4.14K
+ 33.23%
$18.57 - $20.65 $76.9K - $85.5K
16.6K $327K
NCA
Nuveen California Municipal Value Fund

Financial Services
12K
+ 68.8%
$8.37 - $9.19 $101K - $110K
29.5K $249K
KNSL
Kinsale Capital Group, Inc.

Financial Services
197
+ 5.32%
$424.05 - $524.22 $83.5K - $103K
3.9K $1.81M
MCS
Marcus Corp

Communication Services
1.03K
+ 9.74%
$15.15 - $23.15 $15.6K - $23.9K
11.6K $249K
BELFB
Bel Fuse Inc.

Technology
695
+ 8.43%
$72.79 - $91.36 $50.6K - $63.5K
8.94K $736K
HMY
Harmony Gold Mining CO LTD

Basic Materials
25.1K
+ 42.07%
$8.14 - $12.23 $204K - $307K
84.8K $696K
CACI
Caci International Inc

Technology
208
+ 9.3%
N/A
2.45K $1.05M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
1.75K
+ 27.39%
$37.85 - $46.65 $66.2K - $81.5K
8.13K $336K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.91K
+ 24.46%
$55.1 - $61.74 $161K - $180K
14.8K $820K
RLY
Ssga Active ETF Tr

ETFs
3.27K
New
$26.85 - $29.18 $87.7K - $95.3K
3.27K $88K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.17K
+ 9.12%
$43.02 - $47.32 $222K - $245K
61.9K $2.68M
JELD
Jeld Wen Holding, Inc.

Industrials
10.6K
New
$8.06 - $16.22 $85.7K - $172K
10.6K $87K
RNG
Ring Central, Inc.

Technology
1.8K
+ 27.07%
$29.83 - $41.82 $53.8K - $75.4K
8.47K $296K
CIFR
Cipher Mining Inc.

Financial Services
9.93K
+ 19.29%
$3.58 - $7.43 $35.6K - $73.8K
61.4K $285K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
220K
+ 111.27%
$22.63 - $47.53 $4.98M - $10.5M
418K $9.48M
HST
Host Hotels & Resorts, Inc.

Real Estate
5.04K
+ 12.23%
$17.24 - $19.07 $87K - $96.2K
46.3K $810K
EVEX
Eve Holding, Inc.

Industrials
16K
New
$2.63 - $5.59 $42.1K - $89.4K
16K $85K
FIP
Ftai Infrastructure LLC
11.9K
New
$7.07 - $9.79 $84.5K - $117K
11.9K $85K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
679
+ 37.31%
$150.51 - $170.38 $102K - $116K
2.5K $380K
COLL
Collegium Pharmaceutical, Inc

Healthcare
5.53K
+ 75.44%
$28.61 - $41.86 $158K - $231K
12.9K $368K
ITW
Illinois Tool Works Inc

Industrials
2.94K
+ 3.79%
$253.56 - $278.5 $745K - $819K
80.6K $20.4M
TW
Tradeweb Markets Inc.

Financial Services
362
+ 7.19%
$124.87 - $136.32 $45.2K - $49.3K
5.4K $706K
PVH
Pvh Corp.

Consumer Cyclical
582
+ 12.69%
$92.92 - $112.86 $54.1K - $65.7K
5.17K $546K
RWR
Spdr Dow Jones Reit ETF

ETFs
8.85K
+ 8.79%
$97.84 - $108.61 $866K - $962K
110K $10.8M
IYC
Ishares U.S. Consumer Discreti

ETFs
131
+ 1.51%
$85.96 - $101.28 $11.3K - $13.3K
8.79K $844K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
10.8K
New
$7.22 - $8.05 $78.3K - $87.3K
10.8K $83K
FC
Franklin Covey CO

Industrials
2.89K
+ 39.58%
$35.29 - $44.09 $102K - $128K
10.2K $383K
KGC
Kinross Gold Corp

Basic Materials
9.7K
+ 13.48%
$9.03 - $10.75 $87.6K - $104K
81.6K $756K
CNDT
Conduent Inc

Technology
20.2K
+ 33.27%
$3.56 - $4.41 $72.1K - $89.3K
81.1K $327K
TSEM
Tower Semiconductor LTD

Technology
413
+ 4.91%
$41.03 - $52.93 $16.9K - $21.9K
8.82K $454K
FFIN
First Financial Bankshares Inc

Financial Services
3.6K
+ 7.11%
$35.49 - $43.05 $128K - $155K
54.2K $1.95M
NEXT
Next Decade Corp.

Energy
10.5K
New
$4.64 - $7.71 $48.8K - $81.1K
10.5K $81K
OSIS
Osi Systems Inc

Technology
240
+ 9.21%
$131.41 - $187.75 $31.5K - $45.1K
2.85K $476K
AFG
American Financial Group Inc

Financial Services
112
+ 0.4%
$126.81 - $149.08 $14.2K - $16.7K
27.9K $3.82M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
20.7K
New
$2.15 - $4.48 $44.6K - $92.9K
20.7K $81K
VMEO
Vimeo, Inc.

Technology
12.8K
New
$4.68 - $7.32 $59.9K - $93.7K
12.8K $81K
UUUU
Energy Fuels Inc

Energy
16.5K
+ 157.68%
$5.11 - $7.29 $84.3K - $120K
27K $138K
PCTY
Paylocity Holding Corp

Technology
121
+ 7.47%
$162.14 - $213.79 $19.6K - $25.9K
1.74K $347K
OZK
Bank Ozk

Financial Services
1.14K
+ 6.02%
$41.39 - $50.55 $47.1K - $57.5K
20K $892K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
28.8K
+ 254.89%
$2.7 - $4.03 $77.8K - $116K
40.1K $121K
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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