Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGA
Magna International Inc

Consumer Cyclical
16.4K
+ 45.6%
$39.47 - $46.46 $646K - $761K
52.3K $2.18M
MATX
Matson, Inc.

Industrials
5.93K
+ 51.9%
$131.18 - $167.37 $777K - $992K
17.3K $2.34M
FLNG
Flex Lng Ltd.

Energy
31.8K
+ 392.55%
$21.13 - $26.93 $672K - $857K
39.9K $915K
COP
Conocophillips

Energy
22.4K
+ 9.03%
$95.12 - $114.72 $2.13M - $2.57M
271K $26.9M
ADC
Agree Realty Corp

Real Estate
14.2K
+ 23.24%
$69.44 - $77.65 $989K - $1.11M
75.5K $5.32M
SSB
South State Corp

Financial Services
6.69K
+ 36.74%
$94.05 - $111.93 $629K - $748K
24.9K $2.48M
MLI
Mueller Industries Inc

Industrials
6.25K
+ 15.59%
$71.2 - $95.34 $445K - $596K
46.3K $3.68M
EVRG
Evergy, Inc.

Utilities
12.4K
+ 10.02%
$59.06 - $65.0 $731K - $805K
136K $8.37M
CWST
Casella Waste Systems Inc

Industrials
5.58K
+ 30.89%
$97.5 - $113.93 $544K - $636K
23.7K $2.5M
VAL
Valaris LTD

Energy
18.6K
+ 179.78%
$40.92 - $56.38 $761K - $1.05M
29K $1.28M
PAX
Patria Investments LTD

Financial Services
59.9K
New
$10.88 - $12.89 $652K - $772K
59.9K $696K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.9K
+ 102.58%
$55.58 - $62.6 $605K - $682K
21.5K $1.29M
MOFG
Mid West One Financial Group, Inc.

Financial Services
23.7K
New
$27.02 - $33.7 $641K - $799K
23.7K $690K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
14.4K
+ 88.83%
$50.14 - $52.56 $724K - $759K
30.7K $1.54M
JEF
Jefferies Financial Group Inc.

Financial Services
2.67K
+ 9.44%
$61.95 - $81.75 $165K - $218K
30.9K $2.43M
STRL
Sterling Construction CO Inc

Industrials
3.41K
+ 72.75%
$142.94 - $199.03 $487K - $679K
8.1K $1.36M
ULCC
Frontier Group Holdings, Inc.

Industrials
37.4K
+ 15.97%
$4.99 - $7.29 $186K - $272K
271K $1.93M
SMPL
Simply Good Foods CO

Consumer Defensive
15.9K
+ 126.72%
$32.46 - $40.01 $518K - $638K
28.5K $1.11M
IDCC
Inter Digital, Inc.

Communication Services
1.3K
+ 16.05%
$142.61 - $200.59 $186K - $261K
9.41K $1.82M
DFAU
Dimensional ETF Tr

ETFs
2.98K
+ 0.43%
$39.27 - $42.38 $117K - $126K
695K $28.1M
FLR
Fluor Corp

Industrials
12.3K
+ 29.18%
$46.92 - $58.93 $575K - $722K
54.3K $2.68M
PRIM
Primoris Services Corp

Industrials
7.04K
+ 96.38%
$57.06 - $84.91 $402K - $598K
14.3K $1.1M
CAR
Avis Budget Group, Inc.

Industrials
9.08K
+ 98.66%
$77.44 - $109.07 $703K - $990K
18.3K $1.47M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.13K
+ 34.31%
$202.45 - $354.85 $229K - $402K
4.43K $1.37M
FXI
Ishares Tr

ETFs
22.2K
+ 201.57%
$29.52 - $36.69 $655K - $814K
33.2K $1.01M
RGTI
Rigetti Computing, Inc.

Technology
7.45K
+ 19.95%
$0.74 - $17.08 $5.51K - $127K
44.8K $688K
KD
Kyndryl Holdings, Inc.

Technology
4.55K
+ 10.59%
$22.43 - $35.79 $102K - $163K
47.6K $1.65M
NNOX
Nano X Imaging Ltd.

Healthcare
88.2K
+ 502.03%
$5.67 - $8.38 $500K - $739K
106K $761K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.64K
+ 8.85%
$111.85 - $120.71 $519K - $561K
57.1K $6.58M
SRRK
Scholar Rock Holding Corp

Healthcare
3.28K
+ 22.78%
$7.07 - $45.73 $23.2K - $150K
17.7K $764K
BORR
Borr Drilling LTD

Energy
202K
+ 232.52%
$3.36 - $5.65 $678K - $1.14M
288K $1.12M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.6K
+ 11.83%
$109.13 - $130.93 $284K - $341K
24.6K $3.08M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
75.6K
+ 7.51%
$22.65 - $23.8 $1.71M - $1.8M
1.08M $24.6M
WEC
Wec Energy Group, Inc.

Utilities
8.1K
+ 14.07%
$92.94 - $101.82 $752K - $824K
65.6K $6.17M
ALKS
Alkermes Plc.

Healthcare
20.8K
+ 41.13%
$25.7 - $31.46 $535K - $655K
71.5K $2.05M
INSM
Insmed Inc

Healthcare
11.8K
+ 26.26%
$66.29 - $76.63 $782K - $904K
56.7K $3.92M
RSG
Republic Services, Inc.

Industrials
3.09K
+ 9.81%
$198.0 - $218.75 $611K - $675K
34.5K $6.95M
IOT
Samsara Inc.

Technology
29.4K
+ 19.91%
$42.67 - $56.35 $1.26M - $1.66M
177K $7.74M
MET
Metlife Inc

Financial Services
8.66K
+ 6.61%
$78.15 - $88.25 $676K - $764K
140K $11.4M
KELYA
Kelly Services Inc

Industrials
50.3K
+ 529.47%
$12.84 - $22.25 $646K - $1.12M
59.8K $833K
WIX
Wix.Com Ltd.

Technology
868
+ 9.32%
$156.75 - $229.35 $136K - $199K
10.2K $2.18M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
5.7K
+ 70.71%
$112.69 - $123.97 $642K - $707K
13.8K $1.55M
EA
Electronic Arts Inc.

Communication Services
3.74K
+ 14.02%
$140.69 - $167.97 $526K - $628K
30.4K $4.45M
PFFV
Global X Variable Rate Preferr

Technology
29.9K
+ 17.37%
$23.57 - $24.48 $704K - $731K
202K $4.75M
CTSH
Cognizant Technology Solutions Corp

Technology
8.22K
+ 18.5%
$74.37 - $82.32 $611K - $677K
52.6K $4.05M
CHK
Chesapeake Energy Corp

Energy
6.37K
+ 29.31%
$81.46 - $87.57 $519K - $558K
28.1K $2.41M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.75K
+ 21.36%
$138.3 - $192.95 $242K - $338K
9.95K $1.76M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
747
+ 1.09%
$129.96 - $144.97 $97.1K - $108K
69K $9.62M
MATW
Matthews International Corp

Industrials
22.1K
New
$21.36 - $31.54 $472K - $697K
22.1K $612K
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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