Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
943
+ 1.27%
$135.05 - $148.35 $127K - $140K
75.1K $10.7M
CNX
Cnx Resources Corp

Energy
5.47K
+ 17.5%
$24.01 - $32.57 $131K - $178K
36.7K $1.2M
IMO
Imperial Oil LTD

Energy
5.02K
+ 13.12%
$65.73 - $77.23 $330K - $388K
43.3K $3.05M
SATS
Echo Star Corp

Technology
10.5K
+ 42.13%
$15.5 - $28.04 $163K - $294K
35.4K $878K
BRO
Brown & Brown, Inc.

Financial Services
112
+ 0.38%
$89.11 - $105.82 $9.98K - $11.9K
29.9K $3.1M
LII
Lennox International Inc

Industrials
347
+ 10.84%
$523.72 - $620.83 $182K - $215K
3.55K $2.14M
VICI
Vici Properties Inc.

Real Estate
2.97K
+ 4.18%
$27.64 - $34.08 $82.1K - $101K
74.1K $2.47M
COUR
Coursera, Inc.

Consumer Defensive
51.6K
+ 174.63%
$7.01 - $10.72 $361K - $553K
81.1K $643K
RS
Reliance Steel & Aluminum CO

Basic Materials
661
+ 1.0%
$271.23 - $308.75 $179K - $204K
66.6K $19.3M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
6.81K
+ 52.4%
$43.83 - $54.98 $299K - $374K
19.8K $1.01M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.3K
+ 7.37%
$46.96 - $52.62 $202K - $226K
62.7K $3.27M
STEP
Step Stone Group Inc.

Financial Services
3.87K
+ 20.74%
$44.49 - $57.92 $172K - $224K
22.5K $1.28M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
490
+ 3.47%
$150.01 - $182.29 $73.5K - $89.3K
14.6K $2.66M
SSO
Proshares Ultra S&P 500

ETFs
2.08K
+ 6.66%
$73.92 - $90.17 $154K - $188K
33.3K $3M
HRL
Hormel Foods Corp

Consumer Defensive
9.13K
+ 8.18%
$30.04 - $33.14 $274K - $302K
121K $3.82M
SEB
Seaboard Corp

Industrials
136
+ 92.52%
$3019.91 - $3300.0 $411K - $449K
283 $887K
AES
Aes Corp

Utilities
7.78K
+ 7.38%
$16.18 - $20.07 $126K - $156K
113K $2.27M
DOCS
Doximity, Inc.

Healthcare
2.67K
+ 13.74%
$25.5 - $43.57 $68.1K - $116K
22.1K $963K
EPR
Epr Properties

Real Estate
6.2K
+ 37.91%
$41.26 - $49.58 $256K - $307K
22.6K $1.11M
KEY
Keycorp

Financial Services
3.96K
+ 2.87%
$13.95 - $17.34 $55.3K - $68.7K
142K $2.38M
COHU
Cohu Inc

Technology
18.7K
+ 219.38%
$23.19 - $35.53 $434K - $665K
27.2K $699K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
872
+ 1.29%
$116.79 - $133.54 $102K - $116K
68.3K $9.01M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
931
+ 1.81%
$101.72 - $112.94 $94.7K - $105K
52.5K $5.92M
EWA
Ishares Msci Australia ETF

ETFs
11K
+ 25.67%
$23.21 - $27.11 $255K - $298K
53.9K $1.46M
LCII
Lci Industries

Consumer Cyclical
3.03K
+ 110.79%
$97.61 - $123.73 $296K - $375K
5.76K $694K
POOL
Pool Corp

Industrials
59
+ 1.05%
$296.17 - $376.8 $17.5K - $22.2K
5.68K $2.14M
PAYC
Paycom Software, Inc.

Technology
1.64K
+ 27.47%
$140.16 - $173.86 $229K - $284K
7.59K $1.26M
LCID
Lucid Group, Inc.

Consumer Cyclical
78.8K
+ 54.3%
$2.64 - $4.26 $208K - $336K
224K $788K
EVRI
Everi Holdings Inc.

Consumer Cyclical
7.73K
+ 11.88%
$8.13 - $13.19 $62.8K - $102K
72.8K $956K
BAC
Bank Of America Corp

Financial Services
15.6K
+ 0.59%
$36.65 - $44.13 $573K - $690K
2.67M $106M
YELP
Yelp Inc

Communication Services
12K
+ 168.58%
$33.02 - $37.77 $397K - $454K
19.1K $670K
KRYS
Krystal Biotech, Inc.

Healthcare
2.26K
+ 64.87%
$174.7 - $213.66 $395K - $483K
5.74K $1.04M
ONB
Old National Bancorp

Financial Services
15.3K
+ 19.05%
$16.67 - $20.22 $254K - $308K
95.3K $1.78M
CMS
Cms Energy Corp

Utilities
524
+ 1.6%
$58.7 - $70.62 $30.8K - $37K
33.3K $2.35M
TDY
Teledyne Technologies Inc

Technology
492
+ 13.33%
$381.47 - $437.71 $188K - $215K
4.18K $1.83M
ACM
Aecom

Industrials
809
+ 3.88%
$82.37 - $103.25 $66.6K - $83.5K
21.7K $2.24M
SNA
Snap On Inc

Industrials
446
+ 4.71%
$255.35 - $289.77 $114K - $129K
9.91K $2.87M
PDN
Invesco Fd Tr

ETFs
9.13K
+ 33.74%
$31.75 - $35.44 $290K - $324K
36.2K $1.27M
PJT
Pjt Partners Inc.

Financial Services
2.44K
+ 84.84%
$108.91 - $136.42 $265K - $332K
5.31K $707K
WPP
Wpp PLC

Communication Services
5.2K
+ 21.28%
$43.23 - $52.12 $225K - $271K
29.6K $1.52M
PBA
Pembina Pipeline Corp

Energy
2.42K
+ 3.38%
$36.86 - $41.36 $89.2K - $100K
74K $3.05M
CYTK
Cytokinetics Inc

Healthcare
7.94K
+ 50.48%
$51.22 - $60.16 $407K - $478K
23.7K $1.25M
QFIN
360 Digi Tech, Inc.

Financial Services
4.05K
+ 14.96%
$18.93 - $29.81 $76.6K - $121K
31.1K $926K
TY
Tri Continental Corp

Financial Services
11.1K
+ 74.81%
$29.86 - $32.92 $330K - $364K
25.9K $851K
KAI
Kadant Inc

Industrials
660
+ 17.14%
$290.3 - $356.64 $192K - $235K
4.51K $1.52M
JLL
Jones Lang Lasalle Inc

Real Estate
333
+ 7.19%
$198.7 - $272.0 $66.2K - $90.6K
4.96K $1.34M
SPOT
Spotify Technology S.A.

Communication Services
118
+ 1.89%
$290.16 - $384.01 $34.2K - $45.3K
6.35K $2.34M
CRC
California Resources Corp

Energy
7.53K
+ 57.02%
$43.29 - $54.04 $326K - $407K
20.7K $1.09M
OGS
One Gas, Inc.

Utilities
1.02K
+ 3.5%
$62.22 - $74.44 $63.5K - $76K
30.2K $2.25M
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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