Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BURL
Burlington Stores, Inc.

Consumer Cyclical
781
+ 18.63%
$233.02 - $278.99 $182K - $218K
4.97K $1.31M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.08K
+ 1.84%
$46.29 - $48.52 $96.2K - $101K
115K $5.56M
BRY
Berry Corp (Bry)

Energy
69.4K
+ 169.78%
$4.85 - $6.96 $337K - $483K
110K $567K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.64K
+ 34.71%
$61.82 - $74.9 $163K - $198K
10.2K $767K
BELFB
Bel Fuse Inc.

Technology
2.97K
+ 56.3%
$61.07 - $81.01 $181K - $240K
8.24K $646K
CPRI
Capri Holdings LTD

Consumer Cyclical
3.21K
+ 18.01%
$29.61 - $42.44 $95.2K - $136K
21.1K $893K
FE
Firstenergy Corp

Utilities
1.81K
+ 4.97%
$38.25 - $44.54 $69.3K - $80.8K
38.3K $1.7M
DK
Delek Us Holdings, Inc.

Energy
22.2K
+ 116.14%
$18.74 - $24.97 $416K - $555K
41.4K $775K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.49K
+ 29.75%
$78.93 - $95.84 $196K - $239K
10.9K $975K
NMRK
Newmark Group, Inc.

Real Estate
5.92K
+ 15.02%
$9.84 - $15.9 $58.2K - $94K
45.3K $703K
CC
Chemours CO

Basic Materials
17.7K
+ 66.61%
$16.79 - $24.99 $297K - $442K
44.2K $898K
EA
Electronic Arts Inc.

Communication Services
1.35K
+ 5.33%
$137.32 - $151.82 $186K - $205K
26.7K $3.83M
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
4.98K
+ 51.74%
$23.52 - $37.4 $117K - $186K
14.6K $546K
TFX
Teleflex Inc

Healthcare
412
+ 7.83%
$211.25 - $247.28 $87K - $102K
5.67K $1.4M
TWI
Titan International Inc

Industrials
32.6K
+ 80.22%
$6.95 - $8.7 $226K - $283K
73.2K $594K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 11.2%
$39.15 - $46.02 $119K - $140K
30.2K $1.38M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.68K
+ 5.49%
$49.82 - $55.29 $133K - $148K
51.4K $2.84M
INSW
International Seaways, Inc.

Energy
6.44K
+ 121.64%
$47.67 - $60.19 $307K - $387K
11.7K $604K
AIQ
Global X Funds Global X Artifi

ETFs
6.69K
+ 24.96%
$31.85 - $37.36 $213K - $250K
33.5K $1.24M
AQST
Aquestive Therapeutics, Inc.

Healthcare
26.2K
+ 39.29%
$2.4 - $5.09 $62.8K - $133K
92.8K $462K
IYY
Ishares Tr

ETFs
7
+ 0.02%
$125.77 - $139.59 $880 - $977
39.6K $5.53M
IHF
Ishares Tr

ETFs
2.67K
+ 9.15%
$51.37 - $58.67 $137K - $157K
31.9K $1.82M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.04K
+ 7.97%
$44.83 - $47.42 $181K - $191K
54.7K $2.58M
HTBK
Heritage Commerce Corp

Financial Services
19.8K
+ 26.24%
$8.22 - $10.71 $163K - $212K
95.3K $941K
SPSC
Sps Commerce Inc

Technology
1.2K
+ 13.58%
$185.76 - $215.42 $224K - $259K
10.1K $1.95M
E
Eni Spa

Energy
10.1K
+ 21.53%
$30.16 - $32.88 $304K - $332K
56.9K $1.73M
ALIT
Alight, Inc.

Technology
38K
+ 50.85%
$6.52 - $7.65 $248K - $291K
113K $834K
VIV
Telefonica Brasil S.A.

Communication Services
14.7K
+ 23.15%
$8.08 - $10.27 $119K - $151K
78.3K $804K
ROL
Rollins Inc

Consumer Cyclical
4.95K
+ 27.14%
$45.93 - $51.4 $227K - $254K
23.2K $1.17M
RIG
Transocean Ltd.

Energy
113K
+ 63.04%
$3.92 - $5.82 $441K - $655K
291K $1.24M
AMCR
Amcor PLC

Consumer Cyclical
10K
+ 9.33%
$9.5 - $11.44 $95.3K - $115K
118K $1.33M
AA
Alcoa Corp

Basic Materials
7.96K
+ 33.39%
$28.17 - $42.44 $224K - $338K
31.8K $1.23M
ABM
Abm Industries Inc

Industrials
4.37K
+ 20.83%
$48.97 - $57.15 $214K - $250K
25.4K $1.34M
PSN
Parsons Corp

Industrials
1.11K
+ 15.03%
$76.52 - $103.68 $84.9K - $115K
8.49K $880K
WIX
Wix.Com Ltd.

Technology
1.27K
+ 15.78%
$147.93 - $171.74 $188K - $218K
9.31K $1.56M
RGEN
Repligen Corp

Healthcare
1.26K
+ 32.58%
$119.79 - $167.35 $151K - $211K
5.12K $762K
TRMB
Trimble Inc.

Technology
1.28K
+ 4.05%
$49.82 - $62.06 $63.6K - $79.3K
32.8K $2.04M
FOLD
Amicus Therapeutics, Inc.

Healthcare
23.4K
+ 79.64%
$9.55 - $12.09 $224K - $283K
52.9K $564K
EHC
Encompass Health Corp

Healthcare
743
+ 4.05%
$83.97 - $97.17 $62.4K - $72.2K
19.1K $1.84M
SQSP
Squarespace, Inc.

Technology
5.53K
+ 108.2%
$43.53 - $46.42 $241K - $257K
10.6K $493K
ENR
Energizer Holdings, Inc.

Industrials
7.3K
+ 42.14%
$28.36 - $32.53 $207K - $238K
24.6K $782K
EWJ
Ishares Msci Japan ETF

ETFs
1.82K
+ 4.29%
$63.12 - $72.99 $115K - $133K
44.2K $3.16M
CSL
Carlisle Companies Inc

Industrials
12
+ 0.2%
$376.5 - $449.34 $4.52K - $5.39K
6.02K $2.71M
PLSE
Pulse Biosciences, Inc.

Healthcare
11.7K
+ 113.9%
$10.83 - $21.83 $126K - $255K
21.9K $384K
OTEX
Open Text Corp

Technology
5.76K
+ 23.66%
$28.49 - $33.63 $164K - $194K
30.1K $1M
MYRG
Myr Group Inc.

Industrials
3.19K
+ 193.04%
$88.59 - $150.09 $283K - $479K
4.84K $494K
FFIV
F5, Inc.

Technology
348
+ 8.71%
$170.44 - $223.6 $59.3K - $77.8K
4.34K $956K
POWL
Powell Industries Inc

Industrials
449
+ 20.76%
$130.27 - $221.99 $58.5K - $99.7K
2.61K $579K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
942
+ 2.88%
$72.22 - $81.88 $68K - $77.1K
33.7K $2.65M
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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