Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
25.8K
+ 4.44%
$87.25 - $95.52 $2.25M - $2.46M
607K $53.7M
PM
Philip Morris International Inc.

Consumer Defensive
23.1K
+ 6.31%
$118.38 - $133.06 $2.73M - $3.07M
389K $46.8M
UMBF
Umb Financial Corp

Financial Services
19K
+ 60.75%
$101.15 - $127.6 $1.92M - $2.43M
50.4K $5.68M
CMI
Cummins Inc

Industrials
2.43K
+ 3.98%
$324.93 - $383.42 $788K - $930K
63.4K $22.1M
KKR
Kkr & Co. Inc.

Financial Services
7.98K
+ 11.54%
$129.87 - $162.87 $1.04M - $1.3M
77.1K $11.4M
AEE
Ameren Corp

Utilities
24.8K
+ 33.43%
$85.81 - $94.98 $2.13M - $2.35M
98.9K $8.82M
MGC
Vanguard Mega Cap ETF

ETFs
9.09K
+ 14.41%
$204.21 - $220.18 $1.86M - $2M
72.1K $15.3M
XLK
Technology Sector Spdr

ETFs
3.76K
+ 1.87%
$220.26 - $241.44 $827K - $907K
205K $47.6M
PINS
Pinterest, Inc.

Communication Services
80.5K
+ 171.9%
$28.24 - $34.15 $2.27M - $2.75M
127K $3.69M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
101K
+ 26.76%
$12.27 - $15.41 $1.24M - $1.55M
477K $6.92M
DGRO
Ishares Core Dividend Growth E

ETFs
38.6K
+ 20.46%
$60.73 - $64.94 $2.34M - $2.51M
227K $13.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.68K
+ 10.12%
$178.39 - $215.0 $1.37M - $1.65M
83.6K $16.1M
IWS
Ishares Russell Midcap Value E

ETFs
18.2K
+ 19.43%
$128.08 - $140.32 $2.34M - $2.56M
112K $14.5M
INTU
Intuit Inc

Technology
2.67K
+ 4.98%
$602.01 - $706.25 $1.6M - $1.88M
56.2K $35.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
113K
+ 309.56%
$17.93 - $18.8 $2.02M - $2.12M
149K $2.72M
VST
Vistra Corp.

Utilities
10.6K
+ 34.07%
$115.74 - $166.61 $1.22M - $1.76M
41.6K $5.74M
AWI
Armstrong World Industries Inc

Industrials
14.4K
+ 693.89%
$133.26 - $162.01 $1.92M - $2.34M
16.5K $2.33M
IYW
Ishares Dj Us Tech ETF

ETFs
7.06K
+ 6.04%
$148.14 - $166.23 $1.05M - $1.17M
124K $19.8M
WIT
Wipro LTD

Technology
1.69M
+ 126.15%
$3.54 - $7.24 $5.97M - $12.2M
3.02M $10.7M
ETR
Entergy Corp

Utilities
47.5K
+ 165.4%
$73.19 - $156.4 $3.48M - $7.43M
76.2K $5.78M
PWR
Quanta Services, Inc.

Industrials
5.05K
+ 22.68%
$296.05 - $346.6 $1.49M - $1.75M
27.3K $8.63M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
39.8K
+ 2.86%
$41.09 - $45.94 $1.63M - $1.83M
1.43M $60.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
9.45K
+ 41.27%
$170.03 - $192.78 $1.61M - $1.82M
32.4K $5.98M
LNG
Cheniere Energy, Inc.

Energy
3.81K
+ 11.64%
$181.07 - $225.92 $689K - $860K
36.5K $7.84M
AMP
Ameriprise Financial Inc

Financial Services
1.03K
+ 4.57%
$473.15 - $574.01 $488K - $592K
23.6K $12.6M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.11K
+ 10.32%
$152.04 - $211.12 $472K - $656K
33.2K $6.74M
SYK
Stryker Corp

Healthcare
5.59K
+ 7.45%
$345.14 - $392.15 $1.93M - $2.19M
80.6K $29M
XLF
Financial Sector Spdr

ETFs
15.3K
+ 3.89%
$44.89 - $51.34 $687K - $786K
409K $19.8M
AVK
Advent Convertible & Income Fund

Financial Services
161K
New
$11.13 - $12.5 $1.79M - $2.01M
161K $1.89M
GRMN
Garmin LTD

Technology
4.03K
+ 11.59%
$161.91 - $220.77 $652K - $889K
38.8K $8M
ASX
Ase Technology Holding Co., Ltd.

Technology
178K
+ 76.1%
$9.49 - $10.74 $1.69M - $1.91M
412K $4.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.4M
+ 204.88%
$22.01 - $66.82 $30.9M - $93.7M
2.09M $47.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
94.8K
+ 169.58%
$19.38 - $19.58 $1.84M - $1.86M
151K $2.93M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
92.7K
New
$19.7 - $20.82 $1.83M - $1.93M
92.7K $1.84M
PDCO
Patterson Companies, Inc.

Healthcare
59.4K
New
$19.57 - $31.4 $1.16M - $1.87M
59.4K $1.83M
GWW
W.W. Grainger, Inc.

Industrials
1.57K
+ 13.56%
$1023.06 - $1220.93 $1.6M - $1.91M
13.1K $13.8M
ALK
Alaska Air Group, Inc.

Industrials
13K
+ 25.96%
$42.48 - $67.6 $551K - $877K
63K $4.08M
TRGP
Targa Resources Corp.

Energy
2.7K
+ 6.16%
$150.58 - $207.69 $406K - $560K
46.5K $8.3M
TPL
Texas Pacific Land Corp

Energy
289
+ 4.3%
$915.49 - $1730.0 $265K - $500K
7.01K $7.75M
IJK
Ishares S&P Midcap 400 Growth

ETFs
21.6K
+ 12.72%
$90.66 - $99.46 $1.95M - $2.14M
191K $17.4M
APA
Apa Corp

Energy
80.1K
+ 143.72%
$20.47 - $27.07 $1.64M - $2.17M
136K $3.14M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
146K
New
$12.11 - $12.77 $1.77M - $1.87M
146K $1.77M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.9K
+ 15.51%
$125.36 - $147.37 $1.37M - $1.61M
81.4K $10.7M
EQIX
Equinix Inc

Real Estate
1.41K
+ 18.16%
$865.69 - $985.0 $1.22M - $1.39M
9.16K $8.64M
VONG
Vanguard Russell 1000 Growth E

ETFs
11.1K
+ 12.73%
$95.27 - $107.82 $1.06M - $1.2M
98.6K $10.2M
RDY
Dr Reddys Laboratories LTD

Healthcare
531K
+ 508.47%
$13.99 - $79.75 $7.43M - $42.4M
636K $10M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
34.5K
New
$50.23 - $50.47 $1.73M - $1.74M
34.5K $1.73M
DAL
Delta Air Lines, Inc.

Industrials
6.61K
+ 4.84%
$47.46 - $65.77 $314K - $435K
143K $8.66M
PAYX
Paychex Inc

Industrials
7.54K
+ 6.79%
$135.86 - $148.73 $1.02M - $1.12M
118K $16.6M
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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