Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WEX
Wex Inc.

Technology
6.11K
+ 7.76%
$167.45 - $216.67 $1.02M - $1.32M
84.8K $14.9M
MPWR
Monolithic Power Systems Inc

Technology
1.25K
+ 17.13%
$560.06 - $942.58 $698K - $1.17M
8.52K $5.04M
DUK
Duke Energy Corp

Utilities
5.63K
+ 1.85%
$105.76 - $120.76 $595K - $680K
310K $33.4M
AFL
Aflac Inc

Financial Services
651
+ 0.3%
$100.37 - $115.27 $65.3K - $75K
221K $22.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
341K
+ 87.67%
$25.74 - $53.78 $8.77M - $18.3M
729K $18.8M
AEP
American Electric Power CO Inc

Utilities
9.08K
+ 3.27%
$90.91 - $102.21 $825K - $928K
287K $26.4M
SNY
Sanofi

Healthcare
74
+ 0.03%
$45.89 - $57.31 $3.4K - $4.24K
221K $10.7M
FCX
Freeport Mcmoran Inc

Basic Materials
14.8K
+ 6.58%
$38.08 - $50.82 $562K - $751K
239K $9.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25.5K
+ 4.96%
$75.65 - $83.47 $1.93M - $2.13M
540K $41.1M
MCHP
Microchip Technology Inc

Technology
8.23K
+ 7.06%
$55.51 - $79.05 $457K - $651K
125K $7.16M
NOC
Northrop Grumman Corp

Industrials
468
+ 1.1%
$466.52 - $543.88 $218K - $255K
43K $20.2M
PANW
Palo Alto Networks Inc

Technology
74.4K
+ 74.99%
$181.96 - $405.9 $13.5M - $30.2M
174K $31.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24.1K
+ 3.71%
$58.88 - $64.8 $1.42M - $1.56M
674K $39.7M
QCOM
Qualcomm Inc

Technology
27.6K
+ 6.83%
$150.4 - $178.04 $4.15M - $4.91M
431K $66.3M
CEG
Constellation Energy Corp

Utilities
3.62K
+ 3.9%
$224.28 - $285.52 $812K - $1.03M
96.6K $21.7M
CL
Colgate Palmolive CO

Consumer Defensive
3.99K
+ 1.83%
$90.22 - $102.31 $360K - $408K
222K $20.2M
RTX
Raytheon Technologies Corp

Industrials
1.69K
+ 0.34%
$114.45 - $127.21 $193K - $214K
492K $57M
NUE
Nucor Corp

Basic Materials
9.68K
+ 8.86%
$115.78 - $167.74 $1.12M - $1.62M
119K $13.9M
VZ
Verizon Communications Inc

Communication Services
41.7K
+ 4.84%
$39.6 - $45.21 $1.65M - $1.89M
904K $36.1M
UBER
Uber Technologies, Inc

Technology
5.38K
+ 2.76%
$59.93 - $86.34 $323K - $465K
201K $12.1M
UNP
Union Pacific Corp

Industrials
8.77K
+ 3.4%
$223.15 - $249.32 $1.96M - $2.19M
267K $60.9M
MU
Micron Technology Inc

Technology
3.3K
+ 2.04%
$84.16 - $113.41 $278K - $374K
165K $13.9M
ZTS
Zoetis Inc.

Healthcare
149
+ 0.16%
$162.24 - $194.42 $24.2K - $29K
90.6K $14.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.19M
+ 93.91%
$25.33 - $51.16 $55.5M - $112M
4.52M $117M
MPC
Marathon Petroleum Corp

Energy
3.42K
+ 2.18%
$131.65 - $174.84 $451K - $599K
160K $22.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
60K
+ 3.39%
$33.39 - $37.66 $2M - $2.26M
1.83M $61.2M
PSX
Phillips 66

Energy
4.14K
+ 1.89%
$110.35 - $138.93 $457K - $575K
223K $25.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.49K
+ 0.52%
$67.29 - $73.38 $235K - $256K
678K $46M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.78M
+ 9.54%
$40.06 - $45.21 $111M - $126M
31.9M $1.3B
GE
General Electric CO

Industrials
3.58K
+ 1.82%
$159.95 - $194.23 $573K - $695K
200K $33.4M
MRK
Merck & Co., Inc.

Healthcare
79.3K
+ 9.41%
$96.31 - $114.76 $7.63M - $9.09M
922K $91.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
32.8K
+ 2.66%
$56.61 - $61.63 $1.85M - $2.02M
1.27M $71.8M
PEP
Pepsico Inc

Consumer Defensive
28.5K
+ 5.42%
$151.29 - $176.1 $4.32M - $5.02M
555K $84.4M
NVS
Novartis Ag

Healthcare
8.81K
+ 2.55%
$96.78 - $117.18 $852K - $1.03M
354K $34.4M
KLAC
Kla Corp

Technology
650
+ 1.63%
$614.46 - $829.55 $399K - $539K
40.4K $25.5M
DHR
Danaher Corp

Healthcare
1.19K
+ 0.94%
$226.16 - $274.52 $270K - $328K
128K $29.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
521K
+ 74.03%
$24.19 - $50.58 $12.6M - $26.4M
1.23M $29.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
23.9K
+ 2.36%
$63.27 - $70.31 $1.51M - $1.68M
1.04M $65.8M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
24.3K
+ 1.1%
$40.41 - $45.12 $980K - $1.09M
2.23M $90.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.25K
+ 3.21%
$501.29 - $612.85 $1.63M - $1.99M
104K $54.3M
NVO
Novo Nordisk A S

Healthcare
13.8K
+ 4.69%
$85.0 - $120.04 $1.17M - $1.66M
309K $26.5M
LMT
Lockheed Martin Corp

Industrials
2.05K
+ 1.93%
$479.66 - $614.62 $983K - $1.26M
108K $52.7M
NEE
Nextera Energy Inc

Utilities
6.66K
+ 0.8%
$69.77 - $85.43 $465K - $569K
838K $60.1M
AMGN
Amgen Inc

Healthcare
1.1K
+ 0.56%
$258.78 - $328.31 $284K - $360K
199K $51.8M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
509
+ 0.02%
$49.25 - $53.57 $25.1K - $27.3K
2.72M $135M
ABBV
Abb Vie Inc.

Healthcare
10.3K
+ 1.37%
$164.99 - $203.87 $1.69M - $2.09M
761K $135M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
167K
+ 0.67%
$49.79 - $51.14 $8.34M - $8.57M
25.1M $1.26B
KO
Coca Cola CO

Consumer Defensive
10.3K
+ 0.56%
$61.74 - $71.71 $638K - $741K
1.86M $116M
LLY
Eli Lilly & CO

Healthcare
7.01K
+ 3.07%
$727.2 - $932.06 $5.1M - $6.53M
236K $182M
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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