Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.03K
+ 18.21%
$72.97 - $96.75 $440K - $584K
39.2K $2.91M
XYL
Xylem Inc.

Industrials
2.35K
+ 8.23%
$116.02 - $137.45 $272K - $323K
30.9K $3.58M
COPX
Global X Copper Miners ETF

ETFs
384
+ 1.21%
$38.17 - $48.57 $14.7K - $18.7K
32.2K $1.23M
SAN
Banco Santander, S.A.

Financial Services
96.6K
+ 7.2%
$4.49 - $5.05 $434K - $488K
1.44M $6.56M
KB
Kb Financial Group Inc.

Financial Services
2.24K
+ 2.6%
$56.9 - $72.19 $127K - $162K
88.4K $5.03M
CDW
Cdw Corp

Technology
2.56K
+ 17.93%
$171.49 - $225.64 $438K - $577K
16.8K $2.93M
RACE
Ferrari N.V.

Consumer Cyclical
697
+ 5.27%
$422.83 - $490.34 $295K - $342K
13.9K $5.91M
IYH
Ishares Tr

ETFs
90
+ 0.2%
$57.53 - $65.24 $5.18K - $5.87K
45.8K $2.67M
LYG
Lloyds Banking Group PLC

Financial Services
24K
+ 2.53%
$2.67 - $3.23 $64.2K - $77.7K
976K $2.66M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.8K
+ 1.09%
$44.33 - $49.55 $1.5M - $1.68M
3.13M $141M
IMO
Imperial Oil LTD

Energy
1.04K
+ 2.4%
$61.13 - $79.21 $63.6K - $82.4K
44.4K $2.73M
SLV
I Shares Silver Trust

ETFs
731
+ 0.45%
$26.33 - $31.74 $19.2K - $23.2K
162K $4.28M
RMD
Resmed Inc

Healthcare
487
+ 1.74%
$228.69 - $256.07 $111K - $125K
28.5K $6.52M
HII
Huntington Ingalls Industries, Inc.

Industrials
713
+ 11.69%
$184.96 - $264.65 $132K - $189K
6.81K $1.29M
WPC
W. P. Carey Inc.

Real Estate
3.02K
+ 4.67%
$53.44 - $61.33 $162K - $185K
67.7K $3.69M
OGN
Organon & Co.

Healthcare
585
+ 0.7%
$14.44 - $18.83 $8.45K - $11K
84.3K $1.26M
EVH
Evolent Health, Inc.

Healthcare
34.9K
+ 80.72%
$10.71 - $27.14 $374K - $948K
78.2K $879K
MEG
Montrose Environmental Group, Inc.

Industrials
648
+ 1.4%
$15.62 - $27.65 $10.1K - $17.9K
47.1K $873K
UFPI
Ufp Industries Inc

Basic Materials
803
+ 3.31%
$112.19 - $139.02 $90.1K - $112K
25.1K $2.82M
CNC
Centene Corp

Healthcare
8.03K
+ 14.01%
$56.71 - $73.94 $455K - $593K
65.3K $3.96M
MAS
Masco Corp

Industrials
2.75K
+ 5.56%
$72.52 - $85.73 $199K - $236K
52.1K $3.78M
XLB
Select Sector Spdr Fd Material

ETFs
627
+ 1.85%
$83.8 - $97.58 $52.5K - $61.2K
34.6K $2.91M
ECL
Ecolab Inc.

Basic Materials
2.03K
+ 5.04%
$234.32 - $261.43 $475K - $530K
42.2K $9.9M
TFX
Teleflex Inc

Healthcare
127
+ 2.24%
$172.66 - $245.13 $21.9K - $31.1K
5.8K $1.03M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.48K
+ 3.14%
$107.06 - $123.74 $266K - $307K
81.6K $8.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
12.7K
+ 12.09%
$75.95 - $88.05 $967K - $1.12M
118K $9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.68K
+ 4.19%
$52.1 - $57.26 $296K - $325K
141K $7.38M
SAIC
Science Applications International Corp

Technology
1.99K
+ 8.8%
$110.11 - $154.1 $219K - $306K
24.5K $2.74M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.95K
+ 7.43%
$87.1 - $98.49 $605K - $684K
100K $8.78M
TECK
Teck Resources LTD

Basic Materials
2.49K
+ 5.76%
$39.99 - $52.38 $99.5K - $130K
45.7K $1.85M
TXT
Textron Inc

Industrials
577
+ 1.55%
$75.82 - $90.32 $43.7K - $52.1K
37.9K $2.9M
VLO
Valero Energy Corp

Energy
5.24K
+ 6.2%
$118.59 - $144.02 $622K - $755K
89.8K $11M
AWK
American Water Works Company, Inc.

Utilities
2.86K
+ 8.06%
$123.83 - $146.07 $355K - $418K
38.4K $4.78M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
32
+ 0.05%
$64.91 - $73.47 $2.08K - $2.35K
61.2K $3.99M
CPRI
Capri Holdings LTD

Consumer Cyclical
869
+ 4.13%
$19.39 - $43.18 $16.8K - $37.5K
21.9K $461K
MTD
Mettler Toledo International Inc

Healthcare
266
+ 9.63%
$1160.67 - $1498.12 $309K - $398K
3.03K $3.7M
PCVX
Vaxcyte, Inc.

Healthcare
9.3K
+ 24.77%
$80.97 - $117.93 $753K - $1.1M
46.8K $3.83M
CSL
Carlisle Companies Inc

Industrials
66
+ 1.1%
$368.67 - $480.91 $24.3K - $31.7K
6.09K $2.25M
WMS
Advanced Drainage Systems, Inc.

Industrials
210
+ 1.79%
$114.63 - $163.52 $24.1K - $34.3K
11.9K $1.38M
IGOV
Ishares 1 3 International Trea

ETFs
54.6K
+ 7.25%
$38.42 - $41.79 $2.1M - $2.28M
807K $31M
KHC
Kraft Heinz CO

Consumer Defensive
727
+ 0.65%
$30.1 - $36.02 $21.9K - $26.2K
112K $3.44M
BIDU
Baidu, Inc.

Communication Services
6.74K
+ 13.64%
$80.33 - $115.13 $542K - $776K
56.2K $4.74M
ACGL
Arch Capital Group Ltd.

Financial Services
2.65K
+ 6.97%
$88.71 - $114.86 $235K - $304K
40.6K $3.75M
CCK
Crown Holdings Inc

Consumer Cyclical
1.03K
+ 2.25%
$81.89 - $97.79 $84.5K - $101K
46.9K $3.88M
ENSG
Ensign Group, Inc

Healthcare
1.32K
+ 2.07%
$132.78 - $156.91 $176K - $208K
65.1K $8.66M
AEYE
Audioeye Inc

Technology
170
+ 0.24%
$15.11 - $33.64 $2.57K - $5.72K
69.8K $1.06M
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.9K
+ 4.35%
$25.61 - $28.0 $535K - $585K
501K $13M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
332
+ 0.33%
$70.1 - $76.53 $23.3K - $25.4K
99.5K $7.04M
ITB
Ishares Tr

ETFs
248
+ 0.98%
$103.31 - $129.34 $25.6K - $32.1K
25.5K $2.63M
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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