Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELY
Callaway Golf CO

Consumer Cyclical
2.31K
+ 16.18%
N/A
16.6K $311K
PDD
Pinduoduo Inc.

Consumer Cyclical
7.32K
+ 41.57%
$94.39 - $154.27 $691K - $1.13M
24.9K $2.42M
MLAB
Mesa Laboratories Inc

Technology
252
+ 4.68%
$98.59 - $135.91 $24.8K - $34.2K
5.64K $743K
PAGP
Plains Gp Holdings LP

Energy
2.43K
+ 20.28%
$17.2 - $20.02 $41.9K - $48.7K
14.4K $265K
MC
Moelis & CO

Financial Services
158
+ 2.72%
$65.74 - $80.49 $10.4K - $12.7K
5.96K $440K
USNA
Usana Health Sciences Inc

Consumer Defensive
1.75K
+ 16.86%
$33.38 - $41.29 $58.5K - $72.4K
12.2K $436K
TME
Tencent Music Entertainment Group

Communication Services
8.4K
+ 11.55%
$10.67 - $13.73 $89.7K - $115K
81.1K $920K
FSLY
Fastly, Inc.

Technology
661
+ 3.41%
$6.33 - $11.34 $4.18K - $7.5K
20.1K $189K
COMP
Compass, Inc.

Technology
8.06K
+ 51.77%
$5.4 - $7.33 $43.5K - $59.1K
23.6K $138K
FN
Fabrinet

Technology
1.22K
+ 9.04%
$214.76 - $271.08 $261K - $330K
14.7K $3.23M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.86K
+ 15.17%
$37.12 - $41.23 $180K - $200K
36.9K $1.37M
DAVA
Endava PLC

Technology
1.36K
New
$23.6 - $31.03 $32K - $42.1K
1.36K $41K
KULR
Kulr Technology Group, Inc.

Technology
2.16K
+ 21.62%
$0.27 - $4.8 $584 - $10.4K
12.2K $43K
BFLY
Butterfly Network, Inc.

Healthcare
5.2K
+ 28.54%
$1.66 - $3.67 $8.63K - $19.1K
23.4K $73K
VTC
Vanguard Scottsdale Fds Total

ETFs
844
+ 12.56%
$75.59 - $79.31 $63.8K - $66.9K
7.56K $572K
GSAT
Globalstar, Inc.

Communication Services
13.2K
+ 81.45%
$1.03 - $2.29 $13.6K - $30.3K
29.4K $60K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.9K
+ 1.76%
$15.9 - $17.05 $30.3K - $32.4K
110K $1.83M
ABSI
Absci Corp

Healthcare
14.9K
New
$2.55 - $4.38 $38K - $65.3K
14.9K $39K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.14K
+ 6.03%
$43.57 - $53.82 $49.5K - $61.2K
20K $907K
AVO
Mission Produce, Inc.

Consumer Defensive
1.49K
+ 13.23%
$11.75 - $14.45 $17.4K - $21.5K
12.7K $182K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
510
+ 4.1%
$66.67 - $74.08 $34K - $37.8K
12.9K $880K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
10.8K
New
$3.35 - $4.13 $36.2K - $44.6K
10.8K $38K
KRG
Kite Realty Group Trust

Real Estate
2.66K
+ 12.19%
$24.49 - $27.85 $65K - $73.9K
24.4K $616K
ATRC
Atri Cure, Inc.

Healthcare
280
+ 2.45%
$27.02 - $38.2 $7.57K - $10.7K
11.7K $358K
ESPR
Esperion Therapeutics, Inc.

Healthcare
11.8K
+ 50.6%
$1.61 - $3.83 $18.9K - $45K
35K $76K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
1.45K
+ 9.88%
$6.75 - $10.44 $9.79K - $15.1K
16.1K $144K
GPS
Gap Inc

Consumer Cyclical
1.79K
+ 12.84%
N/A
15.7K $317K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
3.96K
+ 23.14%
$26.77 - $30.82 $106K - $122K
21.1K $568K
AZEK
Azek CO Inc.

Industrials
669
+ 9.57%
$42.23 - $54.76 $28.3K - $36.6K
7.66K $363K
SEAT
Vivid Seats Inc.

Communication Services
1.82K
+ 5.96%
$3.26 - $4.63 $5.92K - $8.41K
32.3K $149K
IHS
Ihs Holding LTD

Communication Services
12.8K
New
$2.58 - $3.36 $33K - $42.9K
12.8K $37K
TNC
Tennant CO

Industrials
968
+ 33.79%
$80.27 - $94.44 $77.7K - $91.4K
3.83K $312K
EVTC
Evertec, Inc.

Technology
214
+ 0.48%
$32.22 - $36.8 $6.9K - $7.88K
44.8K $1.55M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
1.15K
+ 19.89%
$36.59 - $45.3 $41.9K - $51.9K
6.9K $259K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
2.04K
New
$17.4 - $22.32 $35.6K - $45.6K
2.04K $36K
EGHT
8 X8 Inc

Technology
4.27K
+ 11.17%
$1.85 - $3.19 $7.9K - $13.6K
42.5K $113K
SMRT
Smart Rent, Inc.

Technology
21K
New
$1.41 - $1.96 $29.5K - $41.1K
21K $36K
HBM
Hudbay Minerals Inc.

Basic Materials
8.44K
+ 28.95%
$7.84 - $9.72 $66.2K - $82K
37.6K $304K
IMUX
Immunic, Inc.

Healthcare
35K
New
$1.0 - $1.61 $35K - $56.4K
35K $35K
DDD
3 D Systems Corp

Technology
8.64K
+ 57.69%
$2.67 - $4.09 $23.1K - $35.3K
23.6K $77K
PSTL
Postal Realty Trust, Inc.

Real Estate
2.72K
New
$12.83 - $14.74 $34.9K - $40.1K
2.72K $35K
GATO
Gatos Silver, Inc.

Basic Materials
2.56K
New
$13.7 - $19.99 $35K - $51.1K
2.56K $35K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.47K
New
$14.4 - $15.83 $35.5K - $39K
2.47K $35K
VC
Visteon Corp

Consumer Cyclical
1.05K
+ 11.75%
$85.49 - $96.16 $89.5K - $101K
9.96K $883K
UVV
Universal Corp

Consumer Defensive
412
+ 6.01%
$49.67 - $57.99 $20.5K - $23.9K
7.27K $398K
WAL
Western Alliance Bancorporation

Financial Services
646
+ 9.44%
$80.51 - $96.1 $52K - $62.1K
7.49K $625K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
333
+ 0.86%
$10.72 - $12.73 $3.57K - $4.24K
39.2K $442K
PICK
Ishares Inc Msci Global Select

ETFs
3.45K
+ 32.71%
$34.86 - $43.59 $120K - $150K
14K $489K
GCO
Genesco Inc

Consumer Cyclical
792
New
$24.92 - $43.99 $19.7K - $34.8K
792 $33K
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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