Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
12.9K
+ 28.06%
$48.64 - $61.14 $626K - $787K
58.7K $3.02M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
40.7K
New
$20.28 - $21.2 $825K - $862K
40.7K $827K
FDN
First Tr Fd Dow Jones

ETFs
831
+ 4.18%
$210.5 - $257.24 $175K - $214K
20.7K $5.04M
CBZ
Cbiz, Inc.

Industrials
6.94K
+ 39.53%
$63.78 - $83.43 $443K - $579K
24.5K $2.01M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39.9K
+ 49.59%
$20.6 - $20.71 $821K - $825K
120K $2.48M
SNA
Snap On Inc

Industrials
968
+ 9.77%
$285.44 - $371.35 $276K - $359K
10.9K $3.69M
TDIV
First Trust Nasdaq Technology

ETFs
16.6K
+ 6.35%
$78.03 - $82.13 $1.29M - $1.36M
278K $21.8M
IWC
Russell Micro Cap ETF

ETFs
3.07K
+ 5.18%
$120.3 - $138.84 $370K - $427K
62.4K $8.14M
BBUS
J P Morgan Exchg Traded Fd

ETFs
7.7K
New
$102.46 - $110.17 $789K - $848K
7.7K $815K
PLXS
Plexus Corp

Technology
3.34K
+ 22.85%
$133.8 - $168.44 $447K - $563K
18K $2.81M
AME
Ametek Inc

Industrials
3.26K
+ 12.82%
$165.89 - $197.38 $541K - $644K
28.7K $5.17M
LPI
Laredo Petroleum, Inc.

Energy
16.6K
+ 56.04%
N/A
46.1K $2.24M
TPR
Tapestry, Inc.

Consumer Cyclical
6.78K
+ 34.26%
$43.54 - $66.18 $295K - $448K
26.6K $1.73M
ZM
Zoom Video Communications, Inc.

Technology
4.86K
+ 14.08%
$67.21 - $89.03 $327K - $433K
39.4K $3.21M
MQ
Marqeta, Inc.

Technology
230K
+ 389.95%
$3.42 - $5.95 $785K - $1.37M
288K $1.09M
MARA
Marathon Digital Holdings, Inc.

Financial Services
35.6K
+ 105.2%
N/A
69.5K $1.57M
XLE
Energy Sector Spdr

ETFs
14.1K
+ 7.48%
$83.32 - $97.27 $1.17M - $1.37M
202K $17.3M
FIX
Comfort Systems Usa Inc

Industrials
884
+ 6.98%
$370.68 - $504.12 $328K - $446K
13.6K $5.75M
NTR
Nutrien Ltd.

Basic Materials
20.5K
+ 56.2%
$44.04 - $50.78 $904K - $1.04M
57.1K $2.55M
WAT
Waters Corp

Healthcare
1.94K
+ 29.15%
$323.11 - $392.01 $625K - $759K
8.57K $3.18M
CSX
Csx Corp

Industrials
68.6K
+ 10.82%
$31.58 - $36.88 $2.17M - $2.53M
703K $22.7M
JKHY
Henry Jack & Associates Inc

Technology
4.6K
+ 23.43%
$171.12 - $186.18 $787K - $856K
24.2K $4.25M
PIPR
Piper Sandler Companies

Financial Services
2.08K
+ 22.41%
$280.53 - $348.81 $584K - $726K
11.4K $3.41M
FLEX
Flex Ltd.

Technology
1.86K
+ 1.32%
$32.52 - $41.3 $60.5K - $76.8K
143K $5.5M
AGX
Argan Inc

Industrials
2.89K
+ 27.25%
$100.91 - $160.81 $292K - $465K
13.5K $1.85M
DSGX
Descartes Systems Group Inc

Technology
5.23K
+ 30.69%
$100.21 - $121.37 $524K - $635K
22.3K $2.53M
ESLT
Elbit Systems LTD

Industrials
2.14K
+ 56.11%
$201.1 - $263.5 $430K - $564K
5.95K $1.54M
PAVE
Global X Fds Us Infrastructure

ETFs
19.9K
+ 46.55%
$40.41 - $45.95 $803K - $914K
62.6K $2.53M
MSCI
Msci Inc.

Financial Services
974
+ 8.78%
$569.09 - $635.99 $554K - $619K
12.1K $7.24M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.78K
+ 7.97%
$138.59 - $156.61 $662K - $748K
64.7K $9.79M
IWV
Ishares Russell 3000 ETF

ETFs
1.51K
+ 4.36%
$323.08 - $349.08 $488K - $528K
36.2K $12.1M
MRNA
Moderna, Inc.

Healthcare
46K
+ 101.18%
$36.85 - $63.93 $1.69M - $2.94M
91.4K $3.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
25.4K
+ 97.96%
$17.13 - $34.23 $435K - $869K
51.3K $1.24M
PSTG
Pure Storage, Inc.

Technology
7.41K
+ 27.05%
$48.19 - $66.6 $357K - $494K
34.8K $2.14M
BECN
Beacon Roofing Supply Inc

Industrials
5.86K
+ 53.21%
$84.82 - $113.77 $497K - $666K
16.9K $1.71M
SIGI
Selective Insurance Group Inc

Financial Services
8.03K
+ 22.03%
$90.05 - $102.09 $723K - $820K
44.5K $4.16M
CM
Canadian Imperial Bank Of Commerce

Financial Services
9.95K
+ 14.75%
$59.58 - $67.31 $593K - $670K
77.4K $4.9M
VMC
Vulcan Materials CO

Basic Materials
2.55K
+ 17.9%
$237.95 - $292.31 $606K - $745K
16.8K $4.32M
CTVA
Corteva, Inc.

Basic Materials
17.7K
+ 12.7%
$55.21 - $64.13 $977K - $1.13M
157K $8.94M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.8K
+ 5.09%
$30.18 - $33.87 $748K - $839K
512K $15.8M
NTES
Net Ease, Inc.

Communication Services
9.17K
+ 57.49%
$76.28 - $104.26 $699K - $956K
25.1K $2.24M
VRSK
Verisk Analytics, Inc.

Industrials
2.22K
+ 12.78%
$262.86 - $294.75 $582K - $653K
19.6K $5.39M
XRAY
Dentsply Sirona Inc.

Healthcare
44.4K
+ 313.32%
$17.26 - $26.12 $766K - $1.16M
58.5K $1.11M
AXS
Axis Capital Holdings LTD

Financial Services
8.14K
New
$78.26 - $94.05 $637K - $766K
8.14K $721K
DVAX
Dynavax Technologies Corp

Healthcare
52.9K
+ 197.33%
$10.28 - $13.66 $544K - $723K
79.7K $1.02M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.01K
+ 3.43%
$109.06 - $140.54 $110K - $142K
30.4K $3.94M
HRI
Herc Holdings Inc

Industrials
2.07K
+ 19.04%
$155.15 - $239.28 $320K - $494K
12.9K $2.44M
HPE
Hewlett Packard Enterprise CO

Technology
25.2K
+ 12.8%
$19.31 - $23.95 $487K - $604K
222K $4.74M
EME
Emcor Group, Inc.

Industrials
1.06K
+ 10.68%
$427.96 - $526.95 $454K - $559K
11K $4.99M
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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