Creative Planning New Holdings in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
6.14K
New
$30.0 - $39.95 $184K - $245K
6.14K $245K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.79K
New
$23.78 - $25.04 $233K - $245K
9.79K $245K
DCOM
Dime Community Bancshares, Inc.

Financial Services
8.45K
New
$19.61 - $29.94 $166K - $253K
8.45K $243K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
6.42K
New
$33.62 - $38.33 $216K - $246K
6.42K $241K
FNKO
Funko, Inc.

Consumer Cyclical
19.6K
New
$8.57 - $12.21 $168K - $239K
19.6K $239K
UE
Urban Edge Properties

Real Estate
11.1K
New
$18.09 - $21.5 $201K - $239K
11.1K $238K
CTO
Cto Realty Growth, Inc.

Real Estate
12.5K
New
$17.36 - $20.15 $216K - $251K
12.5K $236K
PCOR
Procore Technologies, Inc.

Technology
3.8K
New
$51.74 - $71.71 $197K - $272K
3.8K $234K
NTGR
Netgear, Inc.

Technology
11.7K
New
$14.4 - $21.94 $168K - $256K
11.7K $234K
WMK
Weis Markets Inc

Consumer Defensive
3.38K
New
$62.09 - $75.45 $210K - $255K
3.38K $233K
NUVL
Nuvalent, Inc.

Healthcare
2.27K
New
$67.44 - $112.17 $153K - $254K
2.27K $231K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
8.66K
New
$23.0 - $28.7 $199K - $249K
8.66K $230K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.71K
New
$41.22 - $51.19 $194K - $241K
4.71K $229K
VCEL
Vericel Corp

Healthcare
5.44K
New
$42.25 - $53.56 $230K - $291K
5.44K $229K
OBE
Obsidian Energy Ltd.

Energy
41.2K
New
$5.51 - $7.8 $227K - $321K
41.2K $228K
DOOO
Brp Inc.

Consumer Cyclical
3.81K
New
$58.22 - $72.42 $222K - $276K
3.81K $226K
XRX
Xerox Holdings Corp

Technology
21.7K
New
$9.66 - $12.04 $210K - $261K
21.7K $225K
BCH
Bank Of Chile

Financial Services
8.9K
New
$22.47 - $25.64 $200K - $228K
8.9K $225K
WOLF
Wolfspeed, Inc.

Technology
23.1K
New
$7.6 - $24.99 $176K - $577K
23.1K $224K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
5.76K
New
$30.52 - $39.95 $176K - $230K
5.76K $223K
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.9K
New
$57.0 - $57.0 $222K - $222K
3.9K $222K
PULS
Pgim ETF Tr

ETFs
4.47K
New
$49.47 - $49.8 $221K - $223K
4.47K $222K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.93K
New
$33.15 - $38.37 $197K - $228K
5.93K $222K
MCHI
Ishares Msci China ETF

ETFs
4.35K
New
$40.43 - $50.98 $176K - $222K
4.35K $221K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
25.7K
New
$5.14 - $8.71 $132K - $224K
25.7K $219K
KE
Kimball Electronics, Inc.

Industrials
11.8K
New
$17.31 - $24.28 $205K - $287K
11.8K $219K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
17.1K
New
$8.27 - $13.92 $142K - $238K
17.1K $218K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
13.2K
New
$15.38 - $20.85 $203K - $276K
13.2K $218K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
6.56K
New
$26.23 - $34.36 $172K - $225K
6.56K $217K
FBIZ
First Business Financial Services, Inc.

Financial Services
4.75K
New
$35.25 - $46.04 $167K - $219K
4.75K $216K
TIMB
Tim S.A.

Communication Services
12.5K
New
$14.05 - $17.31 $176K - $217K
12.5K $215K
ALEX
Alexander & Baldwin, Inc.

Real Estate
11.2K
New
$16.77 - $19.85 $188K - $223K
11.2K $215K
SOXL
Direxion Daily Semiconductor B

ETFs
5.89K
New
$25.96 - $68.59 $153K - $404K
5.89K $215K
TXG
10x Genomics, Inc.

Healthcare
9.49K
New
$15.71 - $23.49 $149K - $223K
9.49K $214K
NFE
New Fortress Energy Inc.

Utilities
23.6K
New
$8.98 - $25.64 $212K - $604K
23.6K $213K
JHMM
John Hancock Multifactor Mid C

ETFs
3.53K
New
$54.25 - $60.2 $192K - $213K
3.53K $212K
JXI
Ishares Tr Global Utils ETF

ETFs
3K
New
$59.7 - $70.74 $179K - $212K
3K $212K
NWN
Northwest Natural Holding CO

Utilities
5.16K
New
$35.25 - $40.82 $182K - $211K
5.16K $210K
RNG
Ring Central, Inc.

Technology
6.67K
New
$27.72 - $35.26 $185K - $235K
6.67K $210K
YY
Joyy Inc.

Communication Services
5.76K
New
$30.3 - $37.7 $174K - $217K
5.76K $208K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
7.06K
New
$26.87 - $30.93 $190K - $218K
7.06K $208K
XPEL
Xpel, Inc.

Consumer Cyclical
4.79K
New
$31.75 - $46.89 $152K - $225K
4.79K $207K
UPWK
Upwork, Inc

Industrials
19.9K
New
$9.01 - $12.12 $179K - $241K
19.9K $207K
GTLB
Gitlab Inc.

Technology
4.03K
New
$40.84 - $56.2 $165K - $226K
4.03K $207K
FLNG
Flex Lng Ltd.

Energy
8.1K
New
$25.02 - $27.61 $203K - $224K
8.1K $206K
RNST
Renasant Corp

Financial Services
6.36K
New
$29.78 - $37.09 $189K - $236K
6.36K $206K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
4.66K
New
$38.96 - $44.31 $181K - $206K
4.66K $206K
NOAH
Noah Holdings LTD

Financial Services
16.7K
New
$7.22 - $12.3 $121K - $206K
16.7K $205K
BEP
Brookfield Renewable Partners L.P.

Utilities
7.3K
New
$23.3 - $28.3 $170K - $207K
7.3K $205K
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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