Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRO
Marathon Oil Corp

Energy
320
+ 0.3%
$25.87 - $29.26 $8.28K - $9.36K
106K $2.82M
OVV
Ovintiv Inc.

Energy
1.2K
+ 3.75%
$37.0 - $48.89 $44.5K - $58.8K
33.2K $1.27M
ONTO
Onto Innovation Inc.

Technology
489
+ 1.76%
$158.45 - $238.04 $77.5K - $116K
28.2K $5.86M
CLF
Cleveland Cliffs Inc.

Basic Materials
3.15K
+ 2.65%
$10.91 - $16.21 $34.3K - $51K
122K $1.56M
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.97K
+ 41.71%
$31.02 - $58.9 $278K - $528K
30.5K $955K
WST
West Pharmaceutical Services Inc

Healthcare
3.53K
+ 7.53%
$277.16 - $333.3 $977K - $1.18M
50.4K $15.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
963
+ 2.58%
$211.47 - $281.27 $204K - $271K
38.2K $9.38M
TROW
Price T Rowe Group Inc

Financial Services
177
+ 0.32%
$101.71 - $120.75 $18K - $21.4K
55.3K $6.03M
CHX
Champion X Corp

Energy
3.03K
+ 2.11%
$28.19 - $35.09 $85.3K - $106K
147K $4.42M
CVE
Cenovus Energy Inc.

Energy
29.1K
+ 9.92%
$16.17 - $20.65 $470K - $600K
322K $5.38M
XLE
Energy Sector Spdr

ETFs
2.6K
+ 1.4%
$84.35 - $93.39 $220K - $243K
188K $16.5M
EOG
Eog Resources Inc

Energy
1.77K
+ 0.85%
$117.9 - $132.65 $209K - $235K
210K $25.8M
RILY
B. Riley Financial, Inc.

Financial Services
1.39K
+ 3.59%
$4.92 - $19.81 $6.83K - $27.5K
40.1K $210K
MKSI
Mks Instruments Inc

Technology
1.83K
+ 5.75%
$103.52 - $144.6 $190K - $265K
33.7K $3.66M
CDNS
Cadence Design Systems Inc

Technology
4.04K
+ 9.1%
$246.84 - $321.11 $997K - $1.3M
48.4K $13.1M
TTEK
Tetra Tech Inc

Industrials
46.7K
+ 259.88%
$45.59 - $237.74 $2.13M - $11.1M
64.7K $3.05M
ACLS
Axcelis Technologies Inc

Technology
4.82K
+ 15.62%
$96.98 - $155.02 $467K - $747K
35.7K $3.74M
NUE
Nucor Corp

Basic Materials
822
+ 0.76%
$137.77 - $166.14 $113K - $137K
109K $16.4M
FANG
Diamondback Energy, Inc.

Energy
1K
+ 3.01%
$168.46 - $210.94 $169K - $212K
34.4K $5.93M
SWKS
Skyworks Solutions, Inc.

Technology
3.54K
+ 2.45%
$96.22 - $120.68 $341K - $427K
148K $14.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
559
+ 2.32%
$63.56 - $107.36 $35.5K - $60K
24.7K $1.73M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.69K
+ 5.92%
$129.86 - $184.59 $220K - $313K
30.3K $4.24M
SHEL
Shell PLC

Energy
13.9K
+ 4.75%
$65.65 - $73.28 $913K - $1.02M
306K $20.2M
ZS
Zscaler, Inc.

Technology
10.6K
+ 7.65%
$155.9 - $204.47 $1.64M - $2.16M
149K $25.4M
MCHP
Microchip Technology Inc

Technology
719
+ 0.62%
$72.0 - $95.98 $51.8K - $69K
117K $9.36M
VLO
Valero Energy Corp

Energy
3.1K
+ 3.8%
$132.81 - $163.48 $411K - $506K
84.6K $11.4M
MPC
Marathon Petroleum Corp

Energy
840
+ 0.54%
$158.61 - $180.75 $133K - $152K
157K $25.6M
DXCM
Dexcom Inc

Healthcare
10.9K
+ 22.34%
$64.0 - $116.06 $696K - $1.26M
59.6K $3.99M
TM
Toyota Motor Corp

Consumer Cyclical
1.97K
+ 2.62%
$167.18 - $207.59 $330K - $409K
77.2K $13.8M
COP
Conocophillips

Energy
4.21K
+ 1.73%
$102.3 - $116.61 $431K - $491K
248K $26.2M
GEL
Genesis Energy LP

Energy
59.3K
+ 1.95%
$12.75 - $14.82 $756K - $878K
3.11M $41.5M
PSX
Phillips 66

Energy
147
+ 0.07%
$125.0 - $147.17 $18.4K - $21.6K
219K $28.8M
AMAT
Applied Materials Inc

Technology
21.1K
+ 10.45%
$174.88 - $254.97 $3.7M - $5.39M
224K $45.2M
MU
Micron Technology Inc

Technology
12.2K
+ 8.13%
$86.27 - $136.82 $1.05M - $1.66M
162K $16.8M
SMCI
Super Micro Computer, Inc.

Technology
355
+ 4.09%
$386.46 - $909.96 $137K - $323K
9.04K $3.76M
ASML
Asml Holding Nv

Technology
669
+ 2.55%
$749.82 - $1098.95 $502K - $735K
26.9K $22.4M
NVO
Novo Nordisk A S

Healthcare
13.2K
+ 4.69%
$119.07 - $145.42 $1.57M - $1.92M
295K $35.1M
MCK
Mckesson Corp

Healthcare
816
+ 1.31%
$479.06 - $630.38 $391K - $514K
63.3K $31.3M
GOOG
Alphabet Inc.

Communication Services
86.6K
+ 5.94%
$149.54 - $192.66 $12.9M - $16.7M
1.54M $258M
LRCX
Lam Research Corp

Technology
1.15K
+ 2.48%
$731.56 - $1127.3 $838K - $1.29M
47.4K $38.7M
QCOM
Qualcomm Inc

Technology
5.09K
+ 1.28%
$156.12 - $209.64 $794K - $1.07M
404K $68.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
14.6K
+ 9.2%
$217.89 - $392.15 $3.18M - $5.73M
173K $48.6M
MSFT
Microsoft Corp

Technology
65.6K
+ 2.63%
$395.15 - $467.56 $25.9M - $30.7M
2.56M $1.1B
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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