Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PCT
Pure Cycle Technologies, Inc.

Industrials
16.1K
+ 66.96%
$4.69 - $10.17 $75.5K - $164K
40.1K $381K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.71K
+ 43.67%
$44.07 - $50.57 $163K - $187K
12.2K $616K
FFBC
First Financial Bancorp

Financial Services
61
+ 0.08%
$21.7 - $28.09 $1.32K - $1.71K
78.6K $1.98M
FMNB
Farmers National Banc Corp

Financial Services
11.4K
+ 46.05%
$12.04 - $16.09 $138K - $184K
36.3K $548K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.2K
+ 7.63%
$49.84 - $70.47 $59.9K - $84.7K
17K $1.07M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.47K
+ 37.35%
$76.83 - $91.38 $267K - $317K
12.8K $1.05M
PSO
Pearson PLC

Communication Services
13K
+ 23.65%
$12.39 - $14.05 $161K - $183K
68K $923K
CCNE
Cnb Financial Corp

Financial Services
8.33K
+ 82.34%
$19.32 - $26.14 $161K - $218K
18.4K $443K
SANM
Sanmina Corp

Technology
2.77K
+ 13.16%
$62.98 - $75.33 $175K - $209K
23.8K $1.63M
WEN
Wendy'S CO

Consumer Cyclical
7.18K
+ 3.66%
$15.83 - $18.24 $114K - $131K
203K $3.56M
STE
Steris PLC

Healthcare
126
+ 1.42%
$213.51 - $247.14 $26.9K - $31.1K
9.02K $2.19M
CW
Curtiss Wright Corp

Industrials
227
+ 8.17%
$265.18 - $332.22 $60.2K - $75.4K
3.01K $987K
MBWM
Mercantile Bank Corp

Financial Services
4.34K
+ 29.76%
$38.28 - $50.44 $166K - $219K
18.9K $826K
VLY
Valley National Bancorp

Financial Services
14.8K
+ 30.27%
$6.58 - $9.34 $97.3K - $138K
63.7K $576K
MFG
Mizuho Financial Group Inc

Financial Services
65.2K
+ 8.83%
$3.69 - $4.62 $241K - $301K
803K $3.36M
FRT
Federal Realty Investment Trust

Real Estate
1.23K
+ 18.77%
$100.42 - $117.38 $124K - $144K
7.78K $894K
VTWG
Vanguard Russell 2000 Growth E

ETFs
496
+ 6.19%
$186.75 - $211.16 $92.6K - $105K
8.52K $1.76M
HOOD
Robinhood Markets, Inc.

Technology
9.09K
+ 34.59%
$16.42 - $24.63 $149K - $224K
35.4K $828K
TMDX
Trans Medics Group, Inc.

Healthcare
1.09K
+ 11.87%
$135.68 - $176.11 $148K - $192K
10.3K $1.61M
BTU
Peabody Energy Corp

Energy
6.84K
+ 62.71%
$20.56 - $26.53 $141K - $182K
17.8K $471K
WAL
Western Alliance Bancorporation

Financial Services
1.09K
+ 18.88%
$61.15 - $88.41 $66.5K - $96.1K
6.84K $591K
NTRS
Northern Trust Corp

Financial Services
968
+ 4.1%
$82.48 - $92.62 $79.8K - $89.7K
24.6K $2.21M
VTRS
Viatris Inc

Healthcare
3.59K
+ 1.89%
$10.32 - $12.13 $37K - $43.5K
194K $2.25M
PAVE
Global X Fds Us Infrastructure

ETFs
1.4K
+ 3.39%
$36.39 - $41.16 $51K - $57.7K
42.7K $1.76M
CRVL
Corvel Corp

Financial Services
321
+ 18.8%
$250.37 - $326.89 $80.4K - $105K
2.03K $662K
HBNC
Horizon Bancorp Inc

Financial Services
4.16K
+ 8.06%
$11.89 - $16.57 $49.4K - $68.8K
55.7K $865K
CNQ
Canadian Natural Resources LTD

Energy
12.6K
+ 15.81%
$31.97 - $37.41 $402K - $470K
92.1K $3.06M
EWBC
East West Bancorp Inc

Financial Services
992
+ 6.57%
$70.41 - $88.25 $69.8K - $87.5K
16.1K $1.33M
CGGO
Capital Group Global Growth Eq

ETFs
6.84K
+ 23.02%
$27.25 - $30.52 $186K - $209K
36.5K $1.1M
GABC
German American Bancorp, Inc.

Financial Services
4.84K
+ 42.16%
$33.96 - $41.76 $164K - $202K
16.3K $632K
KIM
Kimco Realty Corp

Real Estate
1.74K
+ 3.52%
$19.24 - $24.06 $33.5K - $41.9K
51.1K $1.19M
IRT
Independence Realty Trust, Inc.

Real Estate
2.59K
+ 2.61%
$18.32 - $21.15 $47.4K - $54.7K
102K $2.08M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.14K
+ 0.81%
$100.09 - $100.69 $214K - $215K
267K $26.9M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.84K
+ 22.03%
$43.9 - $52.34 $125K - $149K
15.7K $809K
CMC
Commercial Metals CO

Basic Materials
4.1K
+ 17.9%
$48.67 - $60.35 $200K - $247K
27K $1.48M
WSBC
Wesbanco Inc

Financial Services
5.55K
+ 17.46%
$27.11 - $34.28 $151K - $190K
37.3K $1.11M
NMIH
Nmi Holdings, Inc.

Financial Services
2.36K
+ 13.35%
$33.86 - $41.73 $79.8K - $98.4K
20K $824K
BY
Byline Bancorp, Inc.

Financial Services
6.32K
+ 35.18%
$23.24 - $29.12 $147K - $184K
24.3K $649K
PYCR
Paycor Hcm, Inc.

Technology
14.4K
+ 115.94%
$11.64 - $14.56 $168K - $210K
26.9K $381K
MMS
Maximus, Inc.

Industrials
1.18K
+ 7.77%
$84.08 - $93.17 $99.3K - $110K
16.4K $1.53M
UEC
Uranium Energy Corp

Energy
34.4K
+ 68.63%
$4.26 - $6.85 $147K - $236K
84.6K $524K
ESGR
Enstar Group LTD

Financial Services
585
+ 26.59%
$316.48 - $348.31 $185K - $204K
2.79K $894K
NIC
Nicolet Bankshares Inc

Financial Services
777
+ 6.64%
$80.01 - $103.65 $62.2K - $80.5K
12.5K $1.19M
LOB
Live Oak Bancshares, Inc.

Financial Services
2.73K
+ 36.48%
$33.45 - $49.72 $91.2K - $135K
10.2K $482K
NVST
Envista Holdings Corp

Healthcare
7.33K
+ 30.23%
$15.3 - $19.76 $112K - $145K
31.6K $623K
DWM
Wisdomtree Tr

ETFs
2.15K
+ 8.55%
$52.24 - $58.1 $112K - $125K
27.3K $1.57M
DAN
Dana Inc

Consumer Cyclical
26.2K
+ 72.3%
$9.34 - $12.71 $244K - $333K
62.4K $658K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
1.13K
+ 1.15%
$25.59 - $27.67 $29K - $31.4K
99.8K $2.75M
EBR
Brazilian Electric Power CO

Utilities
26.9K
+ 93.18%
$6.5 - $7.71 $175K - $208K
55.8K $403K
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