Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSCO
Tractor Supply CO

Consumer Cyclical
132K
+ 412.11%
$52.59 - $303.74 $6.94M - $40.1M
164K $8.7M
NVR
Nvr Inc

Consumer Cyclical
100
+ 11.24%
$8101.21 - $9940.51 $810K - $994K
990 $8.1M
GIS
General Mills Inc

Consumer Defensive
19.7K
+ 10.46%
$62.78 - $74.62 $1.24M - $1.47M
208K $13.3M
AES
Aes Corp

Utilities
13.1K
+ 11.56%
$12.44 - $20.24 $163K - $265K
126K $1.62M
ENPH
Enphase Energy, Inc.

Technology
1.05K
+ 6.47%
$59.52 - $111.18 $62.4K - $117K
17.3K $1.18M
ES
Eversource Energy

Utilities
4.23K
+ 4.91%
$55.9 - $67.73 $236K - $286K
90.4K $5.19M
CAG
Conagra Brands Inc.

Consumer Defensive
3.32K
+ 2.01%
$26.48 - $32.72 $87.9K - $109K
168K $4.67M
CMCSA
Comcast Corp

Communication Services
89.9K
+ 9.37%
$37.39 - $45.14 $3.36M - $4.06M
1.05M $39.4M
NXPI
Nxp Semiconductors N.V.

Technology
2.19K
+ 6.01%
$207.27 - $255.58 $455K - $561K
38.7K $8.04M
PHM
Pultegroup Inc

Consumer Cyclical
774
+ 3.27%
$108.86 - $149.04 $84.3K - $115K
24.4K $2.66M
CE
Celanese Corp

Basic Materials
14.7K
+ 54.29%
$67.03 - $136.68 $984K - $2.01M
41.7K $2.89M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.13K
+ 1.14%
$209.89 - $233.24 $237K - $263K
99.7K $21.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
498K
+ 195.66%
$25.79 - $80.4 $12.9M - $40.1M
753K $19.6M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
30
+ 0.01%
$108.28 - $117.54 $3.25K - $3.53K
257K $28M
EMN
Eastman Chemical CO

Basic Materials
632
+ 1.37%
$90.03 - $110.64 $56.9K - $69.9K
46.6K $4.26M
ODFL
Old Dominion Freight Line, Inc.

Industrials
716
+ 1.55%
$176.4 - $231.84 $126K - $166K
47K $8.29M
URI
United Rentals, Inc.

Industrials
667
+ 5.11%
$704.44 - $880.32 $470K - $587K
13.7K $9.66M
SCCO
Southern Copper Corp

Basic Materials
3.19K
+ 6.47%
$91.13 - $117.95 $291K - $376K
52.5K $4.79M
PKX
Posco Holdings Inc.

Basic Materials
11.8K
+ 22.02%
$43.3 - $69.98 $513K - $829K
65.6K $2.85M
SHW
Sherwin Williams CO

Basic Materials
2.91K
+ 6.33%
$338.75 - $399.71 $986K - $1.16M
48.9K $16.6M
STX
Seagate Technology Holdings PLC

Technology
2.04K
+ 4.3%
$86.31 - $112.64 $176K - $230K
49.5K $4.28M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.2K
+ 3.75%
$53.86 - $60.27 $388K - $434K
199K $10.8M
OMC
Omnicom Group Inc.

Communication Services
581
+ 0.97%
$85.82 - $105.47 $49.9K - $61.3K
60.2K $5.18M
UMC
United Microelectronics Corp

Technology
34.7K
+ 5.24%
$6.34 - $8.35 $220K - $290K
696K $4.52M
LEN
Lennar Corp

Consumer Cyclical
135
+ 0.64%
$136.2 - $188.96 $18.4K - $25.5K
21.2K $2.9M
IFGL
Ishares International Develope

ETFs
47
+ 0.02%
$18.78 - $22.81 $883 - $1.07K
307K $5.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.16K
+ 1.36%
$183.23 - $199.79 $1.31M - $1.43M
532K $98.4M
BHP
Bhp Group LTD

Basic Materials
17K
+ 11.51%
$48.78 - $62.43 $828K - $1.06M
164K $8.03M
AOS
Smith A O Corp

Industrials
140
+ 0.26%
$68.02 - $88.94 $9.52K - $12.5K
54K $3.68M
FSLR
First Solar, Inc.

Technology
480
+ 2.82%
$175.88 - $240.66 $84.4K - $116K
17.5K $3.08M
DOW
Dow Inc.

Basic Materials
25K
+ 16.64%
$39.1 - $55.34 $976K - $1.38M
175K $7.02M
SCHO
Schwab Short Term Us Treasury

ETFs
203K
+ 83.23%
$24.06 - $48.88 $4.9M - $9.95M
448K $10.8M
OTIS
Otis Worldwide Corp

Industrials
5.26K
+ 3.51%
$92.57 - $106.01 $487K - $558K
155K $14.4M
RS
Reliance Steel & Aluminum CO

Basic Materials
365
+ 0.55%
$264.2 - $326.32 $96.4K - $119K
67K $18M
CTAS
Cintas Corp

Industrials
4.39K
+ 4.97%
$182.7 - $226.47 $803K - $995K
92.7K $16.9M
PSA
Public Storage

Real Estate
583
+ 2.65%
$289.33 - $360.21 $169K - $210K
22.6K $6.76M
ED
Consolidated Edison Inc

Utilities
2.03K
+ 2.05%
$88.87 - $107.38 $180K - $218K
101K $9.01M
IRM
Iron Mountain Inc

Real Estate
426
+ 0.43%
$101.62 - $128.14 $43.3K - $54.6K
99.3K $10.4M
LDOS
Leidos Holdings, Inc.

Technology
111
+ 0.15%
$143.17 - $201.39 $15.9K - $22.4K
72.9K $10.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.18K
+ 4.2%
$219.66 - $257.62 $478K - $561K
54K $11.9M
ADI
Analog Devices Inc

Technology
3.04K
+ 2.6%
$206.35 - $236.48 $626K - $718K
120K $25.5M
UL
Unilever PLC

Consumer Defensive
17.1K
+ 5.77%
$56.7 - $64.64 $968K - $1.1M
313K $17.7M
AZN
Astrazeneca PLC

Healthcare
20K
+ 8.9%
$63.2 - $79.58 $1.26M - $1.59M
245K $16M
CAT
Caterpillar Inc

Industrials
13.7K
+ 6.03%
$360.37 - $416.88 $4.95M - $5.73M
242K $87.7M
O
Realty Income Corp

Real Estate
20.3K
+ 7.89%
$51.76 - $64.71 $1.05M - $1.32M
278K $14.9M
XLV
Select Sector Spdr Fund Health

ETFs
721
+ 0.72%
$136.28 - $154.74 $98.3K - $112K
100K $13.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.6K
+ 10.28%
$82.28 - $117.52 $1.04M - $1.48M
135K $11.5M
FNDF
Schwab Fundamental Intl Large

ETFs
180
+ 0.05%
$32.92 - $37.15 $5.93K - $6.69K
388K $12.9M
SO
Southern CO

Utilities
15.6K
+ 4.23%
$81.5 - $94.15 $1.27M - $1.47M
384K $31.6M
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
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