Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STWD
Starwood Property Trust, Inc.

Real Estate
21.4K
+ 67.0%
$18.75 - $21.11 $402K - $453K
53.4K $1.09M
FN
Fabrinet

Technology
2.42K
+ 21.95%
$193.84 - $273.5 $469K - $662K
13.5K $3.18M
WPC
W. P. Carey Inc.

Real Estate
207
+ 0.32%
$54.63 - $63.96 $11.3K - $13.2K
64.7K $4.03M
DVN
Devon Energy Corp

Energy
33.2K
+ 33.6%
$37.87 - $48.65 $1.26M - $1.62M
132K $5.17M
COLB
Columbia Banking System, Inc.

Financial Services
8.37K
+ 19.89%
$19.13 - $26.99 $160K - $226K
50.4K $1.32M
PNR
Pentair PLC

Industrials
1.52K
+ 9.7%
$74.39 - $97.79 $113K - $149K
17.2K $1.68M
FUTU
Futu Holdings LTD

Financial Services
838
+ 6.32%
$55.54 - $95.65 $46.5K - $80.2K
14.1K $1.35M
MT
Arcelor Mittal

Basic Materials
11.9K
+ 24.12%
$21.09 - $26.26 $251K - $312K
61.2K $1.61M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
3.45K
+ 2.52%
$34.48 - $37.66 $119K - $130K
140K $5.24M
EFG
Msci Eafe Growth ETF

ETFs
889
+ 1.25%
$96.84 - $108.77 $86.1K - $96.7K
71.9K $7.74M
TGTX
Tg Therapeutics, Inc.

Healthcare
8.99K
+ 19.2%
$17.21 - $25.28 $155K - $227K
55.8K $1.31M
BR
Broadridge Financial Solutions, Inc.

Technology
300
+ 1.32%
$196.56 - $218.55 $59K - $65.6K
23K $4.95M
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
69.4K
+ 150.07%
$7.17 - $10.83 $497K - $751K
116K $854K
IXUS
Ishares Tr

ETFs
768
+ 0.94%
$64.9 - $73.35 $49.8K - $56.3K
82.8K $6.01M
SHAK
Shake Shack Inc.

Consumer Cyclical
3.82K
+ 64.19%
$78.84 - $109.49 $301K - $418K
9.76K $1.01M
CIEN
Ciena Corp

Technology
5.72K
+ 64.97%
$45.77 - $62.46 $262K - $357K
14.5K $893K
SLF
Sun Life Financial Inc

Financial Services
590
+ 1.23%
$47.07 - $58.09 $27.8K - $34.3K
48.6K $2.82M
MANH
Manhattan Associates Inc

Technology
756
+ 10.39%
$218.59 - $286.0 $165K - $216K
8.04K $2.26M
MOH
Molina Healthcare, Inc.

Healthcare
226
+ 2.75%
$283.98 - $360.73 $64.2K - $81.5K
8.45K $2.91M
MLAB
Mesa Laboratories Inc

Technology
2.7K
+ 100.26%
$87.73 - $140.86 $237K - $380K
5.39K $699K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.61K
+ 9.44%
$76.97 - $100.56 $124K - $162K
18.7K $1.83M
MEI
Methode Electronics Inc

Technology
36.3K
+ 209.81%
$9.14 - $13.93 $331K - $505K
53.5K $640K
THS
Tree House Foods, Inc.

Consumer Defensive
9.76K
+ 101.4%
$36.15 - $43.22 $353K - $422K
19.4K $814K
MATX
Matson, Inc.

Industrials
2.51K
+ 28.19%
$121.89 - $142.79 $306K - $359K
11.4K $1.63M
FOXA
Fox Corp

Communication Services
5.34K
+ 18.24%
$34.12 - $42.33 $182K - $226K
34.6K $1.47M
ACA
Arcosa, Inc.

Industrials
3.67K
+ 38.47%
$76.27 - $95.27 $280K - $350K
13.2K $1.25M
PHI
Pldt Inc.

Communication Services
11.8K
+ 21.14%
$24.69 - $28.94 $293K - $343K
67.9K $1.83M
UHS
Universal Health Services Inc

Healthcare
869
+ 15.05%
$178.68 - $241.52 $155K - $210K
6.64K $1.52M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.6K
+ 21.37%
$24.62 - $25.59 $385K - $400K
88.8K $2.27M
DOX
Amdocs LTD

Technology
4.1K
+ 37.29%
$78.13 - $87.85 $321K - $361K
15.1K $1.32M
VCR
Vanguard Consumer Discretionar

ETFs
526
+ 5.39%
$291.88 - $341.94 $154K - $180K
10.3K $3.5M
VDC
Vanguard Consumer Staples ETF

ETFs
966
+ 6.19%
$201.77 - $221.32 $195K - $214K
16.6K $3.62M
HOLX
Hologic Inc

Healthcare
3.62K
+ 16.58%
$73.48 - $83.64 $266K - $303K
25.4K $2.07M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.26K
+ 2.01%
$36.06 - $37.66 $154K - $161K
217K $8.15M
SMTC
Semtech Corp

Technology
3.62K
+ 20.09%
$27.61 - $47.6 $99.9K - $172K
21.6K $987K
ADNT
Adient PLC

Consumer Cyclical
21.3K
+ 138.1%
$19.9 - $25.76 $424K - $548K
36.7K $828K
TECK
Teck Resources LTD

Basic Materials
5.4K
+ 14.29%
$43.48 - $53.4 $235K - $289K
43.2K $2.26M
OLED
Universal Display Corp Pa

Technology
2.13K
+ 16.06%
$157.72 - $236.42 $336K - $504K
15.4K $3.24M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
15.8K
+ 162.83%
$28.87 - $36.9 $457K - $585K
25.6K $798K
COOP
Mr. Cooper Group Inc.

Financial Services
2.57K
+ 13.46%
$78.57 - $94.99 $202K - $244K
21.7K $2M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
12.2K
+ 36.44%
$27.15 - $30.78 $332K - $376K
45.8K $1.39M
ALLE
Allegion PLC

Industrials
988
+ 9.08%
$114.67 - $145.7 $113K - $144K
11.9K $1.73M
WK
Workiva Inc

Technology
5.05K
+ 73.49%
$70.26 - $80.48 $355K - $407K
11.9K $942K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.16K
+ 0.69%
$46.5 - $49.42 $53.7K - $57.1K
169K $8.31M
NNN
National Retail Properties, Inc.

Real Estate
4.89K
+ 14.23%
$42.12 - $48.79 $206K - $238K
39.3K $1.9M
VOX
Vanguard Communication Service

ETFs
2.5K
+ 23.19%
$129.82 - $145.39 $324K - $363K
13.3K $1.93M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.52K
+ 6.05%
$25.21 - $28.46 $215K - $242K
149K $4.2M
BCO
Brinks CO

Industrials
2.35K
+ 18.64%
$93.97 - $115.64 $221K - $272K
15K $1.73M
CRSR
Corsair Gaming, Inc.

Technology
70.1K
+ 579.25%
$5.71 - $10.49 $400K - $735K
82.2K $571K
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
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