Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.46K
+ 2.8%
$89.9 - $100.66 $131K - $147K
53.4K $4.82M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
418
+ 1.41%
$23.63 - $26.47 $9.88K - $11.1K
30.1K $715K
DHIL
Diamond Hill Investment Group Inc

Financial Services
16
+ 0.73%
$150.15 - $171.89 $2.4K - $2.75K
2.21K $342K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
44
+ 0.46%
$21.07 - $24.76 $927 - $1.09K
9.51K $206K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.76K
+ 6.26%
$26.74 - $29.73 $47.1K - $52.4K
29.9K $812K
CMP
Compass Minerals International Inc

Basic Materials
150
+ 0.73%
$10.59 - $15.7 $1.59K - $2.36K
20.8K $234K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
635
+ 9.04%
$54.2 - $60.92 $34.4K - $38.7K
7.66K $415K
FNDB
Schwab Fundamental U S Broad M

ETFs
28K
+ 197.87%
$23.07 - $70.32 $645K - $1.97M
42.1K $979K
BITF
Bitfarms LTD

Financial Services
151
+ 0.64%
$1.49 - $2.69 $225 - $406
23.9K $35K
FIW
First Trust Water ETF

ETFs
266
+ 4.6%
$102.02 - $110.91 $27.1K - $29.5K
6.05K $617K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
53
+ 0.42%
$20.04 - $22.53 $1.06K - $1.19K
12.8K $257K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
31
+ 0.14%
$10.38 - $11.36 $322 - $352
22.3K $234K
PDFS
Pdf Solutions Inc

Technology
1.24K
+ 11.53%
$27.08 - $33.26 $33.6K - $41.3K
12K $325K
EWI
Ishares Inc Msci Italy ETF

ETFs
133
+ 1.9%
$35.52 - $39.19 $4.72K - $5.21K
7.12K $255K
KMB
Kimberly Clark Corp

Consumer Defensive
6.32K
+ 8.4%
$130.37 - $146.09 $823K - $923K
81.5K $10.7M
RGLD
Royal Gold Inc

Basic Materials
411
+ 4.92%
$131.05 - $154.26 $53.9K - $63.4K
8.76K $1.15M
WU
Western Union CO

Financial Services
1.03K
+ 4.9%
$10.52 - $11.94 $10.8K - $12.3K
22K $233K
GSL
Global Ship Lease, Inc.

Industrials
2K
+ 15.78%
$21.21 - $26.31 $42.4K - $52.6K
14.7K $320K
VOOV
Vanguard S&P 500 Value ETF

ETFs
70
+ 1.45%
$184.21 - $199.29 $12.9K - $14K
4.91K $905K
LECO
Lincoln Electric Holdings Inc

Industrials
210
+ 1.66%
$187.47 - $219.94 $39.4K - $46.2K
12.8K $2.41M
FRGE
Forge Global Holdings, Inc.

Technology
5.1K
+ 8.5%
$0.83 - $1.37 $4.23K - $6.99K
65.1K $60K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
152
+ 0.41%
$75.44 - $80.53 $11.5K - $12.2K
36.8K $2.79M
PATK
Patrick Industries Inc

Consumer Cyclical
1.46K
+ 61.79%
$82.71 - $146.16 $121K - $214K
3.83K $318K
SIVR
Abrdn Silver ETF Trust

ETFs
100
+ 1.0%
$27.61 - $33.22 $2.76K - $3.32K
10.1K $280K
SPH
Suburban Propane Partners LP

Utilities
120
+ 0.42%
$17.0 - $19.85 $2.04K - $2.38K
28.6K $492K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
105
+ 0.5%
$12.3 - $13.88 $1.29K - $1.46K
21.1K $266K
VLUE
Ishares Msci Usa Value Factor

ETFs
216
+ 1.71%
$104.01 - $115.38 $22.5K - $24.9K
12.8K $1.35M
ASIX
Advan Six Inc.

Basic Materials
179
+ 1.32%
$27.85 - $32.87 $4.99K - $5.88K
13.7K $390K
GNSS
Genasys Inc.

Technology
244
+ 1.13%
$2.43 - $4.0 $593 - $976
21.8K $56K
HCAT
Health Catalyst, Inc.

Healthcare
392
+ 1.84%
$6.9 - $9.02 $2.7K - $3.54K
21.7K $153K
IX
Orix Corp

Financial Services
246
+ 5.26%
$104.38 - $117.09 $25.7K - $28.8K
4.92K $522K
NYT
New York Times CO

Communication Services
337
+ 3.09%
$52.01 - $56.83 $17.5K - $19.2K
11.2K $585K
JBGS
Jbg Smith Properties

Real Estate
92
+ 0.85%
$14.91 - $18.71 $1.37K - $1.72K
10.9K $167K
RYN
Rayonier Inc

Real Estate
1.53K
+ 15.31%
$25.89 - $32.34 $39.6K - $49.4K
11.5K $300K
INVA
Innoviva, Inc.

Healthcare
1.78K
+ 6.63%
$17.35 - $20.32 $30.8K - $36.1K
28.6K $495K
FUTU
Futu Holdings LTD

Financial Services
2.47K
+ 17.56%
$79.99 - $128.93 $198K - $319K
16.6K $1.33M
MLM
Martin Marietta Materials Inc

Basic Materials
626
+ 3.97%
$516.5 - $619.58 $323K - $388K
16.4K $8.47M
EBR
Brazilian Electric Power CO

Utilities
10.6K
+ 19.01%
$5.49 - $7.26 $58.3K - $77.1K
66.5K $380K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.59K
+ 3.1%
$45.17 - $47.23 $71.7K - $75K
52.8K $2.39M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
118
+ 0.9%
$68.01 - $70.67 $8.03K - $8.34K
13.2K $898K
LI
Li Auto Inc.

Consumer Cyclical
633
+ 2.67%
$21.8 - $30.51 $13.8K - $19.3K
24.4K $584K
MIDD
Middleby Corp

Industrials
28
+ 0.37%
$129.7 - $146.97 $3.63K - $4.12K
7.59K $1.03M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
1.12K
+ 13.39%
$27.34 - $35.73 $30.6K - $40K
9.48K $260K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
51
+ 0.76%
$39.65 - $43.4 $2.02K - $2.21K
6.8K $270K
ISVL
Ishares Tr Intl Developed Smal
1.23K
+ 6.54%
$33.77 - $37.67 $41.4K - $46.1K
19.9K $684K
CNS
Cohen & Steers, Inc.

Financial Services
458
+ 2.49%
$90.53 - $106.6 $41.5K - $48.8K
18.9K $1.74M
AN
Autonation, Inc.

Consumer Cyclical
302
+ 3.57%
$155.47 - $182.16 $47K - $55K
8.77K $1.49M
RGCO
Rgc Resources Inc

Utilities
4
+ 0.04%
$19.62 - $23.49 $78.5 - $94
10.5K $211K
TYL
Tyler Technologies Inc

Technology
257
+ 1.07%
$576.64 - $635.69 $148K - $163K
24.3K $14M
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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