Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
23.5K
+ 10.72%
$83.95 - $97.9 $1.97M - $2.3M
243K $22.4M
CHT
Chunghwa Telecom CO LTD

Communication Services
114K
+ 90.88%
$37.24 - $39.29 $4.23M - $4.46M
238K $8.98M
SAP
Sap Se

Technology
9.55K
+ 10.01%
$218.13 - $255.54 $2.08M - $2.44M
105K $25.8M
BMY
Bristol Myers Squibb CO

Healthcare
27K
+ 5.5%
$51.92 - $59.94 $1.4M - $1.62M
518K $29.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
172K
+ 111.23%
$22.39 - $23.45 $3.85M - $4.03M
326K $7.49M
SPOT
Spotify Technology S.A.

Communication Services
7.49K
+ 117.87%
$362.95 - $502.38 $2.72M - $3.76M
13.8K $6.19M
ADP
Automatic Data Processing Inc

Industrials
6.05K
+ 4.74%
$280.08 - $307.97 $1.69M - $1.86M
134K $39.1M
UPRO
Proshares Trust Proshares Ultr

ETFs
42.2K
+ 354.0%
$82.66 - $99.48 $3.49M - $4.2M
54.2K $4.8M
USB
Us Bancorp \De\

Financial Services
49.6K
+ 7.92%
$43.98 - $53.66 $2.18M - $2.66M
676K $32.3M
MLPA
Global X Mlp ETF

ETFs
15.6K
+ 0.79%
$47.44 - $52.61 $741K - $822K
1.99M $98.1M
BRO
Brown & Brown, Inc.

Financial Services
35.3K
+ 117.94%
$100.93 - $113.42 $3.56M - $4M
65.1K $6.65M
TJX
Tjx Companies Inc

Consumer Cyclical
20.3K
+ 6.28%
$112.15 - $127.2 $2.28M - $2.58M
344K $41.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
28.1K
+ 37.47%
$134.53 - $150.65 $3.78M - $4.23M
103K $14M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
60.9K
New
$55.86 - $60.21 $3.4M - $3.67M
60.9K $3.49M
PYPL
Pay Pal Holdings, Inc.

Financial Services
16.3K
+ 5.8%
$77.25 - $91.3 $1.26M - $1.49M
296K $25.3M
APO
Apollo Global Management, Inc.

Financial Services
10.3K
+ 24.71%
$131.36 - $178.61 $1.36M - $1.84M
52.1K $8.61M
APPF
Appfolio Inc

Technology
13.7K
+ 1379.31%
$192.07 - $269.26 $2.63M - $3.68M
14.7K $3.62M
TFLO
Ishares Treasury Floating Rate

ETFs
66.3K
+ 44.9%
$50.37 - $50.63 $3.34M - $3.36M
214K $10.8M
TQQQ
Proshares Ultrapro Qqq

ETFs
39.4K
+ 136.57%
$69.42 - $93.29 $2.74M - $3.68M
68.3K $5.4M
DE
Deere & CO

Industrials
6.62K
+ 8.77%
$389.45 - $466.0 $2.58M - $3.08M
82.1K $34.8M
IVE
Ishares S&P 500 Value ETF

ETFs
20.7K
+ 18.05%
$189.5 - $206.17 $3.93M - $4.28M
136K $25.9M
HSBC
Hsbc Holdings PLC

Financial Services
46.1K
+ 20.76%
$43.83 - $49.51 $2.02M - $2.28M
268K $13.3M
TDG
Trans Digm Group Inc

Industrials
3.28K
+ 56.11%
$1239.0 - $1442.53 $4.06M - $4.73M
9.13K $11.6M
OKE
Oneok Inc

Energy
9.43K
+ 3.91%
$92.28 - $117.05 $870K - $1.1M
250K $25.1M
COF
Capital One Financial Corp

Financial Services
9.1K
+ 17.34%
$145.19 - $192.01 $1.32M - $1.75M
61.6K $11M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.64K
+ 23.66%
$260.53 - $404.79 $949K - $1.47M
19K $7.28M
CNHI
Cnh Industrial N.V.

Industrials
291K
New
N/A
291K $3.03M
IONQ
Ion Q, Inc.

Technology
52.6K
+ 215.75%
$8.17 - $48.24 $429K - $2.54M
76.9K $3.21M
KMI
Kinder Morgan, Inc.

Energy
28.5K
+ 6.91%
$22.59 - $28.54 $644K - $813K
441K $12.1M
RKLB
Rocket Lab Usa, Inc.

Industrials
63.2K
+ 75.61%
$9.23 - $28.44 $583K - $1.8M
147K $3.74M
CME
Cme Group Inc.

Financial Services
9.94K
+ 19.38%
$221.17 - $246.02 $2.2M - $2.44M
61.2K $14.2M
MCD
Mcdonalds Corp

Consumer Cyclical
26.6K
+ 8.07%
$288.47 - $316.54 $7.67M - $8.41M
356K $103M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.37M
+ 296.16%
$25.93 - $105.3 $35.4M - $144M
1.83M $50.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
162K
+ 1088.86%
$17.65 - $18.18 $2.86M - $2.94M
177K $3.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
24.4K
+ 17.68%
$104.59 - $118.05 $2.55M - $2.88M
162K $17.6M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
152K
+ 24.97%
$9.95 - $12.23 $1.51M - $1.86M
759K $8.91M
VCTR
Victory Capital Holdings, Inc.

Financial Services
40.3K
+ 468.94%
$54.76 - $72.24 $2.21M - $2.91M
48.9K $3.2M
DFS
Discover Financial Services

Financial Services
3.33K
+ 5.16%
$136.3 - $182.67 $454K - $608K
67.8K $11.7M
TMUS
T Mobile Us, Inc.

Communication Services
5.37K
+ 5.11%
$206.1 - $246.94 $1.11M - $1.33M
110K $24.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.74K
+ 7.19%
$173.13 - $258.09 $475K - $707K
40.9K $9.43M
WMB
Williams Companies, Inc.

Energy
18.1K
+ 9.08%
$46.37 - $59.74 $838K - $1.08M
217K $11.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 57.14%
$664750.0 - $724132.5 $2.66M - $2.9M
11 $7.49M
ICE
Intercontinental Exchange, Inc.

Financial Services
26K
+ 24.86%
$148.29 - $166.93 $3.86M - $4.34M
131K $19.5M
BSX
Boston Scientific Corp

Healthcare
16.4K
+ 8.04%
$83.62 - $91.5 $1.37M - $1.5M
221K $19.7M
VVR
Invesco Senior Income Trust

Financial Services
654K
New
$3.83 - $4.07 $2.51M - $2.66M
654K $2.58M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
106K
+ 119.39%
$24.82 - $25.48 $2.63M - $2.7M
195K $4.85M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
255K
+ 1120.58%
$9.77 - $10.51 $2.49M - $2.68M
278K $2.72M
MO
Altria Group, Inc.

Consumer Defensive
34.5K
+ 6.49%
$49.06 - $57.74 $1.69M - $1.99M
566K $29.6M
GM
General Motors CO

Consumer Cyclical
18.9K
+ 11.09%
$44.82 - $60.2 $848K - $1.14M
190K $10.1M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email