Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USPH
U S Physical Therapy Inc

Healthcare
11.1K
+ 373.55%
$77.48 - $99.91 $861K - $1.11M
14.1K $1.25M
VDC
Vanguard Consumer Staples ETF

ETFs
5.24K
+ 31.65%
$210.96 - $223.62 $1.11M - $1.17M
21.8K $4.61M
EQT
Eqt Corp

Energy
1.03K
+ 1.04%
$35.62 - $46.89 $36.8K - $48.4K
101K $4.63M
NSP
Insperity, Inc.

Industrials
13.3K
+ 324.07%
$72.51 - $88.91 $964K - $1.18M
17.4K $1.35M
DEO
Diageo PLC

Consumer Defensive
12.7K
+ 26.49%
$118.0 - $139.88 $1.5M - $1.78M
60.7K $7.71M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 52.65%
$33.62 - $35.69 $990K - $1.05M
85.4K $2.89M
XLU
Utilities Sector Spdr

ETFs
17.7K
+ 24.56%
$74.89 - $82.93 $1.33M - $1.47M
90K $6.81M
AZO
Autozone Inc

Consumer Cyclical
259
+ 10.28%
$2981.19 - $3370.27 $772K - $873K
2.78K $8.9M
KLIC
Kulicke & Soffa Industries Inc

Technology
19.7K
+ 76.23%
$42.42 - $50.54 $836K - $996K
45.6K $2.13M
VALE
Vale S.A.

Basic Materials
132K
+ 174.82%
$8.74 - $11.78 $1.15M - $1.55M
207K $1.84M
KN
Knowles Corp

Technology
32.6K
+ 20.02%
$17.04 - $20.23 $555K - $659K
195K $3.89M
MUR
Murphy Oil Corp

Energy
36.1K
+ 88.08%
$28.14 - $36.09 $1.02M - $1.3M
77.1K $2.33M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.26K
+ 16.35%
$146.47 - $191.01 $331K - $432K
16.1K $3M
DLTR
Dollar Tree, Inc.

Consumer Defensive
11.1K
+ 44.85%
$61.21 - $76.19 $677K - $843K
35.7K $2.68M
CYBR
Cyber Ark Software Ltd.

Technology
1.33K
+ 11.09%
$274.1 - $333.15 $364K - $442K
13.3K $4.43M
JBT
John Bean Technologies Corp

Industrials
7.36K
New
$94.76 - $131.66 $697K - $968K
7.36K $934K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
39.7K
New
$23.29 - $23.93 $924K - $949K
39.7K $931K
EUFN
Ishares Msci Europe Financials

ETFs
40.5K
+ 425.04%
$23.06 - $24.69 $933K - $999K
50K $1.17M
DTM
Dt Midstream, Inc.

Energy
600
+ 1.44%
$78.85 - $108.56 $47.3K - $65.1K
42.4K $4.22M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
110K
+ 945.07%
$8.43 - $9.68 $924K - $1.06M
121K $1.04M
ARES
Ares Management Corp

Financial Services
2.7K
+ 12.89%
$153.38 - $183.7 $414K - $496K
23.7K $4.19M
AIT
Applied Industrial Technologies Inc

Industrials
3.07K
+ 27.27%
$220.05 - $280.49 $674K - $860K
14.3K $3.43M
GKOS
Glaukos Corp

Healthcare
4.42K
+ 34.97%
$126.42 - $152.67 $559K - $675K
17.1K $2.56M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
23K
New
$37.09 - $62.41 $853K - $1.44M
23K $911K
ACN
Accenture PLC

Technology
3.78K
+ 1.52%
$343.9 - $376.86 $1.3M - $1.42M
252K $88.5M
ASB
Associated Banc Corp

Financial Services
34.9K
+ 109.35%
$20.64 - $28.14 $720K - $981K
66.8K $1.6M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
82.2K
+ 286.5%
$11.1 - $12.03 $912K - $989K
111K $1.25M
STLA
Stellantis N.V.

Consumer Cyclical
77.5K
+ 68.18%
$12.37 - $13.99 $959K - $1.08M
191K $2.5M
MMSI
Merit Medical Systems Inc

Healthcare
9.66K
+ 50.72%
$93.76 - $105.52 $906K - $1.02M
28.7K $2.78M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
14.8K
+ 26.13%
$43.37 - $51.46 $644K - $764K
71.7K $3.45M
BDX
Becton Dickinson & CO

Healthcare
6.91K
+ 14.58%
$220.02 - $243.75 $1.52M - $1.68M
54.3K $12.3M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
65.3K
New
$13.42 - $14.34 $877K - $937K
65.3K $893K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
11.8K
+ 15.4%
$76.72 - $82.83 $902K - $974K
88.1K $6.8M
EXLS
Exl Service Holdings, Inc.

Technology
14.6K
+ 38.98%
$38.1 - $47.02 $555K - $685K
52K $2.31M
BKR
Baker Hughes CO

Energy
13.1K
+ 18.81%
$35.98 - $44.88 $471K - $587K
82.7K $3.39M
JCI
Johnson Controls International PLC

Industrials
9.84K
+ 13.37%
$74.23 - $86.6 $730K - $852K
83.4K $6.59M
CLX
Clorox CO

Consumer Defensive
5.47K
+ 18.8%
$156.51 - $169.74 $856K - $928K
34.6K $5.61M
MFC
Manulife Financial Corp

Financial Services
21.9K
+ 12.62%
$29.21 - $32.87 $639K - $719K
195K $6M
YUM
Yum Brands Inc

Consumer Cyclical
10.1K
+ 11.51%
$130.36 - $139.54 $1.32M - $1.41M
97.7K $13.1M
KNTK
Kinetik Holdings Inc.

Energy
9.79K
+ 37.48%
$45.65 - $61.95 $447K - $607K
35.9K $2.05M
IGV
Ishares Expanded Tech Software

ETFs
5.33K
+ 17.15%
$87.5 - $110.17 $466K - $587K
36.4K $3.64M
BTI
British American Tobacco P.L.C.

Consumer Defensive
24.9K
+ 17.31%
$34.25 - $37.94 $853K - $945K
169K $6.13M
DOCU
Docusign, Inc.

Technology
5.17K
+ 35.77%
$61.42 - $106.99 $318K - $553K
19.6K $1.76M
CBRE
Cbre Group, Inc.

Real Estate
4.62K
+ 12.22%
$119.22 - $140.71 $551K - $650K
42.4K $5.57M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.51K
+ 14.3%
$155.96 - $188.66 $391K - $473K
20K $3.74M
UBS
Ubs Group Ag

Financial Services
32.5K
+ 13.91%
$29.78 - $33.08 $969K - $1.08M
267K $8.08M
FRME
First Merchants Corp

Financial Services
20.1K
+ 126.7%
$35.52 - $44.97 $715K - $906K
36K $1.44M
EXEL
Exelixis, Inc.

Healthcare
9.66K
+ 13.62%
$25.39 - $36.46 $245K - $352K
80.6K $2.68M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.5K
+ 7.6%
$81.68 - $82.93 $1.02M - $1.04M
177K $14.5M
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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