Creative Planning New Holdings in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CDNA
Care Dx, Inc.

Healthcare
6.54K
New
$14.41 - $33.99 $94.2K - $222K
6.54K $204K
FXD
First Tr Exchange Traded Fd

ETFs
3.23K
New
$56.55 - $63.72 $182K - $206K
3.23K $204K
CASS
Cass Information Systems Inc

Industrials
4.94K
New
$38.24 - $46.2 $189K - $228K
4.94K $204K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.9K
New
$18.12 - $18.92 $197K - $206K
10.9K $204K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
6.26K
New
$31.02 - $32.54 $194K - $204K
6.26K $203K
KELYA
Kelly Services Inc

Industrials
9.5K
New
$19.37 - $23.53 $184K - $224K
9.5K $203K
CAL
Caleres Inc

Consumer Cyclical
6.16K
New
$30.23 - $43.97 $186K - $271K
6.16K $203K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
989
New
$136.85 - $238.3 $135K - $236K
989 $202K
RWX
Spdr Dow Jones International R

ETFs
7.33K
New
$23.88 - $28.19 $175K - $207K
7.33K $202K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.77K
New
$39.52 - $42.64 $188K - $203K
4.77K $201K
SAVA
Cassava Sciences Inc

Healthcare
6.83K
New
$9.57 - $35.08 $65.4K - $240K
6.83K $201K
UYG
Proshares Ultra Financials

ETFs
2.62K
New
$62.72 - $77.9 $165K - $204K
2.62K $200K
REZ
Ishares Tr Residential And Mul

ETFs
2.26K
New
$76.42 - $91.19 $173K - $206K
2.26K $200K
IXP
Ishares Global Comm Services E

ETFs
2.14K
New
$83.95 - $94.13 $179K - $201K
2.14K $200K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
11.3K
New
$15.97 - $22.05 $180K - $249K
11.3K $197K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
11.5K
New
$15.79 - $18.51 $181K - $212K
11.5K $193K
BRCC
Brc Inc.

Consumer Defensive
56.2K
New
$3.27 - $6.11 $184K - $343K
56.2K $192K
HLX
Helix Energy Solutions Group Inc

Energy
16.8K
New
$9.2 - $12.82 $155K - $216K
16.8K $186K
TCMD
Tactile Systems Technology Inc

Healthcare
12.8K
New
$11.29 - $14.61 $144K - $187K
12.8K $186K
OCUL
Ocular Therapeutix, Inc

Healthcare
20.9K
New
$6.45 - $9.23 $135K - $193K
20.9K $182K
KIO
Kkr Income Opportunities Fund

Financial Services
12.3K
New
$13.6 - $14.8 $168K - $182K
12.3K $181K
LAUR
Laureate Education, Inc.

Consumer Defensive
10.9K
New
$14.21 - $16.92 $155K - $184K
10.9K $180K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
16.6K
New
$8.56 - $10.85 $142K - $180K
16.6K $179K
ARRY
Array Technologies, Inc.

Technology
26.7K
New
$5.69 - $11.76 $152K - $313K
26.7K $175K
DX
Dynex Capital Inc

Real Estate
13.8K
New
$11.71 - $12.96 $161K - $178K
13.8K $175K
LQDA
Liquidia Corp

Healthcare
17K
New
$8.9 - $14.11 $152K - $240K
17K $170K
SLRC
Slr Investment Corp.

Financial Services
11.3K
New
$14.66 - $16.25 $165K - $183K
11.3K $169K
OXLC
Oxford Lane Capital Corp.

Financial Services
32.4K
New
$5.15 - $5.67 $167K - $183K
32.4K $169K
CYH
Community Health Systems Inc

Healthcare
26.8K
New
$3.24 - $6.22 $86.8K - $167K
26.8K $162K
VIRC
Virco Mfg Corporation

Consumer Cyclical
11.5K
New
$12.93 - $18.24 $149K - $210K
11.5K $159K
MCS
Marcus Corp

Communication Services
10.6K
New
$10.55 - $15.28 $112K - $162K
10.6K $159K
AMBC
Ambac Financial Group Inc

Financial Services
13.9K
New
$10.4 - $13.19 $145K - $183K
13.9K $155K
MITK
Mitek Systems Inc

Technology
17.5K
New
$8.05 - $13.45 $141K - $235K
17.5K $151K
TH
Target Hospitality Corp.

Industrials
18.6K
New
$7.42 - $10.11 $138K - $188K
18.6K $144K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
12.4K
New
$9.86 - $12.2 $122K - $151K
12.4K $143K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
10K
New
$13.08 - $14.19 $131K - $143K
10K $142K
RCM
R1 Rcm Inc.

Healthcare
10K
New
$10.9 - $14.18 $109K - $142K
10K $142K
CLVT
Clarivate PLC

Technology
20K
New
$5.08 - $7.1 $102K - $142K
20K $141K
EFC
Ellington Financial Inc.

Real Estate
10.9K
New
$11.87 - $13.38 $130K - $146K
10.9K $140K
BVN
Buenaventura Mining CO Inc

Basic Materials
10.1K
New
$11.72 - $17.32 $118K - $174K
10.1K $139K
LASR
Nlight, Inc.

Technology
12.7K
New
$10.41 - $13.11 $132K - $167K
12.7K $135K
OIS
Oil States International, Inc

Energy
29K
New
$4.05 - $5.72 $117K - $166K
29K $133K
CRMD
Cor Medix Inc.

Healthcare
15.9K
New
$3.64 - $8.23 $57.9K - $131K
15.9K $128K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
10.3K
New
$11.47 - $12.53 $119K - $130K
10.3K $128K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
13.7K
New
$8.32 - $11.0 $114K - $150K
13.7K $127K
AXTI
Axt Inc

Technology
52.4K
New
$2.0 - $3.93 $105K - $206K
52.4K $126K
NVTS
Navitas Semiconductor Corp

Technology
49.7K
New
$2.18 - $4.92 $108K - $244K
49.7K $121K
IAUX
I 80 Gold Corp.
103K
New
$0.8 - $1.23 $82.2K - $126K
103K $119K
SSBI
Summit State Bank Com Stk

Financial Services
13.8K
New
$8.0 - $10.65 $110K - $146K
13.8K $116K
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