Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDS
Woodside Energy Group LTD

Energy
119K
+ 121.14%
$14.38 - $18.32 $1.72M - $2.19M
218K $3.4M
MVV
Proshares Ultra Midcap400

ETFs
24.7K
New
$67.37 - $80.89 $1.67M - $2M
24.7K $1.68M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
80.4K
New
$19.86 - $21.15 $1.6M - $1.7M
80.4K $1.66M
TWLO
Twilio Inc

Communication Services
2.47K
+ 7.61%
$63.73 - $114.96 $157K - $284K
34.9K $3.77M
CAH
Cardinal Health Inc

Healthcare
11.5K
+ 34.92%
$107.89 - $125.33 $1.24M - $1.44M
44.3K $5.24M
IXJ
Ishares Global Healthcare ETF

ETFs
20.9K
+ 136.47%
$85.65 - $98.34 $1.79M - $2.06M
36.2K $3.12M
ICL
Icl Group Ltd.

Basic Materials
308K
+ 249.33%
$3.92 - $5.13 $1.21M - $1.58M
432K $2.13M
HOOD
Robinhood Markets, Inc.

Technology
29.5K
+ 83.45%
$22.33 - $43.2 $659K - $1.28M
64.9K $2.42M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
81.9K
+ 296.08%
$19.42 - $19.76 $1.59M - $1.62M
110K $2.13M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.18K
+ 12.61%
$229.83 - $258.46 $961K - $1.08M
37.3K $9.23M
MSI
Motorola Solutions, Inc.

Technology
2.66K
+ 9.8%
$449.08 - $504.6 $1.2M - $1.34M
29.8K $13.8M
MFG
Mizuho Financial Group Inc

Financial Services
204K
+ 25.38%
$4.05 - $5.26 $826K - $1.07M
1.01M $4.92M
DXCM
Dexcom Inc

Healthcare
11.7K
+ 19.58%
$65.68 - $81.01 $766K - $945K
71.2K $5.54M
ARGX
Argenx Se

Healthcare
1.86K
+ 34.14%
$520.52 - $638.33 $966K - $1.18M
7.29K $4.49M
GLD
Spdr Gold Trust

ETFs
7.02K
+ 4.07%
$236.59 - $257.5 $1.66M - $1.81M
179K $43.4M
ENB
Enbridge Inc

Energy
25.6K
+ 10.58%
$40.4 - $43.92 $1.03M - $1.12M
267K $11.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.76K
+ 7.99%
$278.49 - $315.16 $1.33M - $1.5M
64.4K $18.3M
TTD
Trade Desk, Inc.

Technology
4.06K
+ 3.14%
$108.7 - $139.51 $442K - $567K
134K $15.7M
GTLS
Chart Industries Inc

Industrials
5.91K
+ 108.36%
$119.65 - $202.35 $707K - $1.2M
11.4K $2.17M
DOV
Dover Corp

Industrials
13.1K
+ 5.58%
$184.72 - $206.51 $2.42M - $2.7M
247K $46.4M
XLC
Select Sector Spdr Tr Communic

ETFs
12.8K
+ 35.85%
$89.66 - $102.16 $1.15M - $1.31M
48.6K $4.71M
IHDG
Wisdomtree Tr

ETFs
84K
+ 8.58%
$43.38 - $46.0 $3.65M - $3.87M
1.06M $46.2M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
6.46K
New
$213.99 - $238.91 $1.38M - $1.54M
6.46K $1.45M
SNPS
Synopsys Inc

Technology
3.77K
+ 20.5%
$485.36 - $588.0 $1.83M - $2.22M
22.2K $10.8M
HUBS
Hubspot Inc

Technology
475
+ 7.08%
$514.07 - $757.4 $244K - $360K
7.18K $5M
WDAY
Workday, Inc.

Technology
4.56K
+ 24.79%
$233.85 - $279.91 $1.07M - $1.28M
23K $5.92M
XEL
Xcel Energy Inc

Utilities
11.7K
+ 4.08%
$62.16 - $72.92 $727K - $853K
298K $20.2M
CRDO
Credo Technology Group Holding LTD

Technology
14.8K
+ 127.15%
$30.16 - $77.25 $447K - $1.14M
26.5K $1.78M
CPRT
Copart Inc

Consumer Cyclical
12.4K
+ 8.77%
$51.36 - $63.8 $638K - $792K
154K $8.84M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
11.1K
+ 27.21%
$118.0 - $127.04 $1.31M - $1.41M
51.8K $6.29M
FDX
Fedex Corp

Industrials
2.73K
+ 3.34%
$260.5 - $305.15 $710K - $832K
84.4K $23.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
18K
New
$73.49 - $86.09 $1.32M - $1.55M
18K $1.39M
EAT
Brinker International, Inc

Consumer Cyclical
4.38K
+ 30.5%
$78.76 - $137.19 $345K - $600K
18.7K $2.48M
BMO
Bank Of Montreal

Financial Services
11.8K
+ 34.38%
$89.75 - $103.39 $1.06M - $1.22M
46K $4.46M
LUV
Southwest Airlines CO

Industrials
9.65K
+ 3.68%
$28.99 - $34.84 $280K - $336K
272K $9.14M
KR
Kroger CO

Consumer Defensive
13.2K
+ 9.04%
$55.21 - $63.3 $728K - $835K
159K $9.73M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.4K
+ 13.66%
$24.94 - $26.14 $2.06M - $2.15M
686K $17.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
8.32K
+ 3.55%
$121.89 - $135.52 $1.01M - $1.13M
243K $30.3M
SOUN
Soundhound Ai, Inc.

Technology
53.3K
+ 274.07%
$4.51 - $24.23 $240K - $1.29M
72.7K $1.44M
HQY
Healthequity, Inc.

Healthcare
10.6K
+ 44.81%
$78.18 - $104.65 $828K - $1.11M
34.2K $3.28M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
524
+ 2.45%
$1146.59 - $1270.6 $601K - $666K
21.9K $25.9M
WK
Workiva Inc

Technology
8.88K
+ 74.4%
$76.11 - $114.78 $675K - $1.02M
20.8K $2.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.7K
+ 6.39%
$174.22 - $187.62 $2.03M - $2.19M
194K $34M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
59.9K
+ 20.78%
$23.88 - $24.32 $1.43M - $1.46M
348K $8.35M
PK
Park Hotels & Resorts Inc.

Real Estate
93.5K
+ 30.53%
$13.68 - $15.82 $1.28M - $1.48M
400K $5.62M
TTE
Total Energies Se

Energy
19K
+ 12.0%
N/A
177K $12.1M
INFY
Infosys LTD

Technology
65.5K
+ 16.34%
$20.71 - $23.42 $1.36M - $1.53M
466K $10.2M
QTWO
Q2 Holdings, Inc.

Technology
8.73K
+ 44.02%
$77.81 - $110.85 $679K - $968K
28.6K $2.87M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.42K
+ 9.58%
$338.38 - $446.21 $479K - $631K
16.2K $7.04M
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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