Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OPCH
Option Care Health, Inc.

Healthcare
20.5K
+ 116.72%
$26.73 - $32.74 $549K - $673K
38.1K $1.19M
FNDE
Schwab Fundamental Emerging Mk

ETFs
12.4K
+ 11.01%
$28.02 - $32.68 $348K - $405K
125K $4.04M
LNG
Cheniere Energy, Inc.

Energy
3.07K
+ 10.36%
$172.24 - $186.09 $529K - $571K
32.7K $5.88M
SKY
Skyline Champion Corp

Consumer Cyclical
6.28K
+ 166.69%
$65.6 - $95.65 $412K - $601K
10K $953K
FTS
Fortis Inc.

Utilities
9.11K
+ 21.1%
$38.61 - $45.65 $352K - $416K
52.3K $2.37M
AVSF
American Centy ETF Tr Avantis

ETFs
8.37K
+ 2.66%
$45.96 - $47.18 $384K - $395K
323K $15.2M
BXP
Boston Properties Inc

Real Estate
2.63K
+ 10.29%
$60.3 - $82.49 $159K - $217K
28.2K $2.27M
ADMA
Adma Biologics, Inc.

Healthcare
18.8K
+ 52.01%
$11.21 - $20.03 $211K - $377K
54.9K $1.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.55K
+ 1.91%
$50.99 - $57.81 $130K - $147K
136K $7.77M
NSIT
Insight Enterprises Inc

Technology
2.64K
+ 38.05%
$180.0 - $225.24 $475K - $594K
9.57K $2.06M
ZM
Zoom Video Communications, Inc.

Technology
5.4K
+ 18.53%
$55.32 - $71.9 $299K - $388K
34.5K $2.41M
WASH
Washington Trust Bancorp Inc

Financial Services
13.7K
+ 27.29%
$25.83 - $34.26 $355K - $470K
64K $2.06M
MFC
Manulife Financial Corp

Financial Services
6.46K
+ 3.87%
$24.13 - $29.63 $156K - $191K
173K $5.12M
AWK
American Water Works Company, Inc.

Utilities
572
+ 1.64%
$127.76 - $149.9 $73.1K - $85.7K
35.5K $5.19M
DFS
Discover Financial Services

Financial Services
517
+ 0.81%
$123.41 - $144.72 $63.8K - $74.8K
64.5K $9.05M
LHX
L3 Harris Technologies, Inc.

Industrials
512
+ 1.25%
$221.96 - $243.27 $114K - $125K
41.6K $9.9M
SSB
South State Corp

Financial Services
3.83K
+ 26.67%
$75.47 - $101.63 $289K - $389K
18.2K $1.77M
VRNS
Varonis Systems Inc

Technology
9.68K
+ 66.38%
$46.03 - $57.54 $446K - $557K
24.3K $1.37M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
29.6K
+ 26.1%
$14.08 - $17.36 $417K - $514K
143K $2.48M
RVMD
Revolution Medicines, Inc.

Healthcare
10.8K
+ 40.1%
$36.92 - $47.94 $400K - $520K
37.9K $1.72M
MGC
Vanguard Mega Cap ETF

ETFs
387
+ 0.62%
$185.93 - $206.64 $72K - $80K
63K $13M
ICUI
Icu Medical Inc

Healthcare
2.29K
+ 58.55%
$114.88 - $182.17 $263K - $417K
6.19K $1.13M
RSG
Republic Services, Inc.

Industrials
2.36K
+ 8.11%
$189.34 - $208.21 $447K - $491K
31.4K $6.32M
ON
On Semiconductor Corp

Technology
7.89K
+ 35.87%
$66.39 - $78.74 $524K - $621K
29.9K $2.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
781
+ 0.84%
$89.91 - $101.33 $70.2K - $79.1K
93.5K $9.18M
FSLR
First Solar, Inc.

Technology
1.12K
+ 7.06%
$205.36 - $255.78 $230K - $287K
17K $4.24M
EPAM
Epam Systems, Inc.

Technology
3.6K
+ 100.84%
$185.58 - $185.58 $669K - $669K
7.18K $1.33M
GRMN
Garmin LTD

Technology
1.24K
+ 3.71%
$161.1 - $183.29 $200K - $228K
34.7K $6.11M
FLR
Fluor Corp

Industrials
11K
+ 35.54%
$43.22 - $50.26 $476K - $554K
42K $2M
GMAB
Genmab A/S

Healthcare
27.4K
+ 136.29%
$23.84 - $28.48 $652K - $779K
47.4K $1.16M
PKG
Packaging Corp Of America

Consumer Cyclical
534
+ 3.27%
$176.32 - $215.7 $94.2K - $115K
16.8K $3.63M
CTSH
Cognizant Technology Solutions Corp

Technology
3.52K
+ 8.6%
$66.89 - $77.87 $235K - $274K
44.4K $3.43M
AVNT
Avient Corp

Basic Materials
9.38K
+ 35.84%
$40.85 - $50.82 $383K - $477K
35.5K $1.79M
RIO
Rio Tinto PLC

Basic Materials
3.41K
+ 4.45%
$59.71 - $71.21 $204K - $243K
80.2K $5.7M
SQ
Block, Inc.

Technology
6.99K
+ 10.53%
$57.21 - $72.07 $400K - $504K
73.4K $4.93M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.47K
+ 41.4%
$115.7 - $167.81 $285K - $414K
8.42K $1.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.66K
+ 2.95%
$45.2 - $47.87 $256K - $271K
198K $9.39M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
47
+ 1.89%
$1066.32 - $1355.99 $50.1K - $63.7K
2.54K $3.34M
MP
Mp Materials Corp.

Basic Materials
32.2K
+ 218.96%
$10.49 - $18.39 $338K - $592K
46.9K $827K
VRT
Vertiv Holdings CO

Industrials
7.34K
+ 20.24%
$86.66 - $86.66 $636K - $636K
43.6K $3.78M
VIS
Vanguard Industrial ETF

ETFs
840
+ 4.98%
$232.12 - $260.07 $195K - $218K
17.7K $4.61M
BBUC
Brookfield Business Corp

Financial Services
19.8K
+ 71.03%
$19.83 - $25.74 $393K - $510K
47.7K $1.21M
SASR
Sandy Spring Bancorp Inc

Financial Services
7.02K
+ 11.87%
$23.54 - $33.51 $165K - $235K
66.2K $2.08M
LBRDA
Liberty Broadband Corp

Communication Services
5.19K
+ 48.48%
$52.22 - $77.82 $271K - $404K
15.9K $1.22M
BMO
Bank Of Montreal

Financial Services
4.92K
+ 16.78%
$79.1 - $90.77 $389K - $446K
34.2K $3.09M
GBCI
Glacier Bancorp, Inc.

Financial Services
7K
+ 19.03%
$36.29 - $47.47 $254K - $332K
43.8K $2M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
5.04K
+ 40.1%
$54.78 - $76.51 $276K - $386K
17.6K $1.34M
SRE
Sempra Energy

Utilities
336
+ 0.43%
$74.97 - $84.04 $25.2K - $28.2K
79.1K $6.61M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.37K
+ 1.9%
$61.47 - $67.36 $145K - $159K
127K $8.53M
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email