Creative Planning Incresed Positions in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
165
+ 0.73%
$57.32 - $59.66 $9.46K - $9.84K
22.7K $1.3M
PSLV
Sprott Physical Silver Trust

Financial Services
2.5K
+ 3.43%
$9.65 - $11.76 $24.1K - $29.4K
75.3K $726K
BPOP
Popular, Inc.

Financial Services
95
+ 1.35%
$88.46 - $102.59 $8.4K - $9.75K
7.15K $672K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
1.24K
+ 9.16%
$41.59 - $49.7 $51.4K - $61.5K
14.7K $626K
FELE
Franklin Electric CO Inc

Industrials
481
+ 4.34%
$95.71 - $110.4 $46K - $53.1K
11.6K $1.13M
TU
Telus Corp

Communication Services
157
+ 1.31%
$13.45 - $16.78 $2.11K - $2.63K
12.2K $164K
WOLF
Wolfspeed, Inc.

Technology
4.87K
+ 21.07%
$6.44 - $16.2 $31.3K - $78.8K
28K $186K
GOLD
Barrick Gold Corp

Basic Materials
30.3K
+ 26.22%
$15.23 - $21.19 $461K - $641K
146K $2.26M
NDLS
Noodles & CO

Consumer Cyclical
74.3K
+ 56.23%
$0.58 - $1.34 $43.1K - $99.6K
206K $119K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
187
+ 1.02%
$26.65 - $29.34 $4.98K - $5.49K
18.5K $500K
LAND
Gladstone Land Corp

Real Estate
2.8K
+ 12.42%
$10.48 - $13.85 $29.3K - $38.8K
25.3K $274K
VIRC
Virco Mfg Corporation

Consumer Cyclical
20
+ 0.17%
$10.21 - $16.74 $204 - $335
11.6K $119K
CWEN
Clearway Energy, Inc.

Utilities
1.38K
+ 8.41%
$25.71 - $30.74 $35.6K - $42.5K
17.8K $463K
CSGP
Costar Group, Inc.

Real Estate
1.15K
+ 3.62%
$69.7 - $81.97 $80.2K - $94.3K
33K $2.36M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.36K
+ 4.28%
$29.02 - $32.11 $68.5K - $75.8K
57.5K $1.67M
ELP
Energy CO Of Parana

Utilities
9.68K
+ 14.75%
$5.76 - $7.41 $55.7K - $71.7K
75.3K $446K
HOUS
Anywhere Real Estate Inc.

Real Estate
6.78K
+ 18.33%
$3.31 - $5.43 $22.5K - $36.8K
43.8K $144K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
300
+ 1.39%
$10.1 - $12.06 $3.03K - $3.62K
21.8K $220K
BKD
Brookdale Senior Living Inc.

Healthcare
1.19K
+ 4.13%
$4.93 - $6.68 $5.87K - $7.96K
30K $150K
WASH
Washington Trust Bancorp Inc

Financial Services
323
+ 0.5%
$30.4 - $39.92 $9.82K - $12.9K
64.4K $2.02M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
12
+ 0.19%
$115.56 - $130.43 $1.39K - $1.57K
6.26K $723K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.31K
+ 6.47%
$45.09 - $50.08 $58.9K - $65.5K
21.5K $973K
MBIN
Merchants Bancorp

Financial Services
103
+ 1.74%
$35.94 - $45.87 $3.7K - $4.72K
6.03K $219K
UHS
Universal Health Services Inc

Healthcare
1.58K
+ 23.71%
$175.8 - $236.9 $277K - $373K
8.22K $1.47M
LNT
Alliant Energy Corp

Utilities
945
+ 1.41%
$56.24 - $63.63 $53.1K - $60.1K
67.8K $4.01M
ORA
Ormat Technologies, Inc.

Utilities
875
+ 7.51%
$67.12 - $83.84 $58.7K - $73.4K
12.5K $847K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
453
+ 14.32%
$88.68 - $118.18 $40.2K - $53.5K
3.62K $323K
LOGI
Logitech International S.A.

Technology
2.21K
+ 6.98%
$77.08 - $91.82 $170K - $203K
33.9K $2.79M
OEC
Orion Engineered Carbons S.A.

Basic Materials
245
+ 0.89%
$14.98 - $19.3 $3.67K - $4.73K
27.7K $437K
SPXC
Spx Corp

Industrials
1.16K
+ 7.28%
$143.2 - $181.56 $166K - $210K
17.1K $2.48M
MANH
Manhattan Associates Inc

Technology
131
+ 1.63%
$263.36 - $309.78 $34.5K - $40.6K
8.17K $2.21M
POR
Portland General Electric CO

Utilities
1.21K
+ 4.74%
$43.52 - $48.99 $52.4K - $59K
26.6K $1.16M
VONV
Vanguard Russell 1000 Value Et

ETFs
814
+ 1.39%
$80.87 - $87.69 $65.8K - $71.4K
59.5K $4.83M
IMOS
Chipmos Technologies Inc

Technology
3.39K
+ 12.66%
$18.35 - $23.38 $62.2K - $79.3K
30.2K $568K
FWRD
Forward Air Corp

Industrials
141
+ 0.71%
$28.4 - $40.17 $4K - $5.66K
20K $645K
NHC
National Healthcare Corp

Healthcare
198
+ 4.54%
$107.42 - $135.75 $21.3K - $26.9K
4.56K $489K
TDW
Tidewater Inc

Energy
1.99K
+ 20.14%
$47.0 - $73.31 $93.6K - $146K
11.9K $649K
AQN
Algonquin Power & Utilities Corp.

Utilities
973
+ 1.53%
$4.31 - $5.52 $4.19K - $5.37K
64.4K $286K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
46
+ 0.11%
$17.41 - $19.29 $801 - $887
40.8K $710K
SSL
Sasol LTD

Basic Materials
55.6K
+ 38.37%
$4.46 - $7.28 $248K - $405K
200K $914K
SMIN
Ishares Msci India Small Cap I

ETFs
57
+ 0.73%
$75.68 - $86.0 $4.31K - $4.9K
7.9K $603K
RDFN
Redfin Corp

Real Estate
358
+ 2.26%
$7.87 - $12.55 $2.82K - $4.49K
16.2K $127K
VPU
Vanguard Utilities ETF

ETFs
1.15K
+ 4.71%
$160.52 - $179.11 $185K - $206K
25.6K $4.18M
WLK
Westlake Corp

Basic Materials
1.13K
+ 20.03%
$113.23 - $148.98 $128K - $168K
6.77K $776K
PNW
Pinnacle West Capital Corp

Utilities
309
+ 1.2%
$84.03 - $94.52 $26K - $29.2K
26K $2.21M
PBA
Pembina Pipeline Corp

Energy
6.64K
+ 8.97%
$35.89 - $43.35 $238K - $288K
80.6K $2.98M
DTE
Dte Energy CO

Utilities
3.64K
+ 5.44%
$117.04 - $129.77 $426K - $472K
70.5K $8.52M
IEV
Ishares Tr Europe ETF

ETFs
1.79K
+ 6.58%
$52.03 - $57.63 $93.1K - $103K
29K $1.51M
EIX
Edison International

Utilities
3.68K
+ 7.22%
$77.93 - $88.36 $287K - $325K
54.6K $4.36M
Activity Summary
Buys All Purchases 2506 New Holdings 517 Increased Positions 1989 Sells All Sells 961 Reductions 961 Sold out 0 Options Calls 8 Puts 20
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