Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
16.9K
+ 11.09%
N/A
169K $12.9M
TRV
Travelers Companies, Inc.

Financial Services
2.92K
+ 3.46%
$225.97 - $266.66 $661K - $780K
87.5K $21.1M
HDB
Hdfc Bank LTD

Financial Services
17.3K
+ 13.22%
$59.45 - $68.01 $1.03M - $1.18M
148K $9.46M
SRLN
Ssga Active Trust

ETFs
31K
+ 5.59%
$41.48 - $42.08 $1.28M - $1.3M
584K $24.4M
SPG
Simon Property Group Inc

Real Estate
5.9K
+ 7.4%
$167.23 - $183.84 $986K - $1.08M
85.6K $14.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.96K
+ 6.73%
$129.13 - $198.21 $252K - $388K
31K $5.74M
HWM
Howmet Aerospace Inc.

Industrials
6.9K
+ 13.23%
$99.72 - $120.09 $688K - $829K
59.1K $6.46M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.1K
+ 89.27%
$53.94 - $58.15 $1.14M - $1.23M
44.7K $2.52M
TTWO
Take Two Interactive Software Inc

Communication Services
2.67K
+ 11.1%
$147.66 - $190.46 $394K - $508K
26.7K $4.91M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
19.5K
+ 136.09%
$61.93 - $70.49 $1.21M - $1.37M
33.8K $2.22M
MFM
Mfs Municipal Income Trust

Financial Services
222K
New
$5.3 - $5.75 $1.18M - $1.28M
222K $1.19M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.79K
+ 1.44%
$124.61 - $133.96 $472K - $507K
267K $34.4M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
108K
New
$10.81 - $11.94 $1.17M - $1.29M
108K $1.18M
IFF
International Flavors & Fragrances Inc

Basic Materials
19.8K
+ 80.02%
$83.96 - $106.19 $1.66M - $2.1M
44.5K $3.77M
NBIX
Neurocrine Biosciences Inc

Healthcare
6.49K
+ 49.89%
$111.62 - $139.44 $724K - $904K
19.5K $2.66M
SE
Sea LTD

Consumer Cyclical
7.16K
+ 21.45%
$93.56 - $117.41 $670K - $840K
40.5K $4.3M
IXC
Ishares Tr Global Energy ETF

ETFs
30.9K
+ 264.12%
$36.95 - $43.06 $1.14M - $1.33M
42.6K $1.63M
WERN
Werner Enterprises Inc

Industrials
33.9K
+ 137.88%
$35.64 - $41.8 $1.21M - $1.42M
58.5K $2.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
28K
+ 7.83%
$7.33 - $12.37 $205K - $346K
386K $4.09M
SUM
Summit Materials, Inc.

Basic Materials
11.4K
+ 23.87%
$36.82 - $51.66 $421K - $591K
59.4K $3M
RMBS
Rambus Inc

Technology
13.8K
+ 37.12%
$40.13 - $59.14 $555K - $818K
51.1K $2.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.3K
+ 57.9%
$50.62 - $50.97 $1.13M - $1.14M
60.8K $3.09M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
88.8K
New
$11.35 - $18.82 $1.01M - $1.67M
88.8K $1.12M
AEIS
Advanced Energy Industries Inc

Industrials
8.27K
+ 54.73%
$101.71 - $122.72 $841K - $1.01M
23.4K $2.7M
GDDY
Go Daddy Inc.

Technology
2.71K
+ 19.09%
$153.16 - $209.03 $415K - $566K
16.9K $3.33M
PH
Parker Hannifin Corp

Industrials
1.55K
+ 5.55%
$621.74 - $709.46 $966K - $1.1M
29.6K $18.8M
ALL
Allstate Corp

Financial Services
4.61K
+ 6.9%
$181.25 - $208.2 $836K - $960K
71.4K $13.8M
BCS
Barclays PLC

Financial Services
55.7K
+ 17.9%
$11.65 - $13.67 $649K - $762K
367K $4.88M
BK
Bank Of New York Mellon Corp

Financial Services
5.77K
+ 4.4%
$70.82 - $81.87 $409K - $473K
137K $10.5M
HI
Hillenbrand, Inc.

Industrials
33K
+ 129.08%
$25.38 - $34.77 $838K - $1.15M
58.6K $1.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
45.9K
+ 8.34%
N/A
597K $14.2M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
93.7K
+ 59.45%
$13.01 - $14.43 $1.22M - $1.35M
251K $3.33M
BLDR
Builders First Source, Inc.

Industrials
12.2K
+ 94.29%
$142.93 - $198.25 $1.75M - $2.42M
25.2K $3.6M
BIIB
Biogen Inc.

Healthcare
10.8K
+ 78.21%
$146.47 - $191.55 $1.58M - $2.06M
24.5K $3.75M
ADSK
Autodesk, Inc.

Technology
4.41K
+ 11.01%
N/A
44.4K $10.9M
NET
Cloudflare, Inc.

Technology
2.18K
+ 6.91%
$78.11 - $117.56 $170K - $256K
33.7K $3.63M
GMAB
Genmab A/S

Healthcare
59.4K
+ 125.27%
$20.02 - $24.15 $1.19M - $1.43M
107K $2.23M
EQNR
Equinor Asa

Energy
50K
+ 74.49%
$21.88 - $27.12 $1.09M - $1.35M
117K $2.77M
WBS
Webster Financial Corp

Financial Services
13.2K
+ 32.95%
$44.33 - $62.82 $583K - $827K
53.1K $2.93M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
43.9K
+ 7.14%
$25.0 - $25.11 $1.1M - $1.1M
660K $16.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
53.4K
+ 245.41%
$20.08 - $20.61 $1.07M - $1.1M
75.1K $1.51M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.1K
+ 14.77%
$340.59 - $380.5 $714K - $798K
16.3K $5.96M
SPGI
S&P Global Inc.

Financial Services
4.04K
+ 7.84%
$480.36 - $529.17 $1.94M - $2.14M
55.6K $27.7M
SRE
Sempra Energy

Utilities
8.18K
+ 10.35%
$80.81 - $94.77 $661K - $776K
87.2K $7.65M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
36.4K
New
$28.25 - $28.72 $1.03M - $1.05M
36.4K $1.03M
NYF
Ishares New York Muni Bond ETF

ETFs
19.8K
+ 87.96%
$52.85 - $54.34 $1.05M - $1.08M
42.4K $2.26M
BCE
Bce Inc

Communication Services
74.1K
+ 124.54%
$22.53 - $34.84 $1.67M - $2.58M
134K $3.1M
NMR
Nomura Holdings Inc

Financial Services
135K
+ 32.54%
$5.05 - $6.25 $684K - $847K
552K $3.2M
SKYW
Skywest Inc

Industrials
1.99K
+ 3.67%
$83.51 - $115.11 $166K - $229K
56.3K $5.64M
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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