Creative Planning Reduced Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
B
Barnes Group Inc

Industrials
-22
- 0.1%
$38.58 - $47.26 $849 - $1.04K
23K $1.09M
GLBE
Global E Online Ltd.

Consumer Cyclical
-625
- 5.14%
$35.95 - $57.07 $22.5K - $35.7K
11.5K $629K
AAON
Aaon, Inc.

Industrials
-438
- 2.02%
$106.25 - $140.75 $46.5K - $61.6K
21.2K $2.5M
UPST
Upstart Holdings, Inc.

Financial Services
-5.21K
- 22.5%
$37.78 - $84.46 $197K - $440K
17.9K $1.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-804
- 0.44%
$107.41 - $115.71 $86.4K - $93K
184K $20.3M
SHOP
Shopify Inc.

Technology
-94.9K
- 24.19%
$78.14 - $119.49 $7.42M - $11.3M
297K $31.6M
CRGY
Crescent Energy CO

Energy
-15.8K
- 13.98%
$11.17 - $15.28 $176K - $241K
97.1K $1.42M
BROS
Dutch Bros Inc.

Consumer Cyclical
-1.29K
- 10.35%
$30.72 - $55.82 $39.6K - $72K
11.2K $584K
EMBC
Embecta Corp.

Healthcare
-772
- 2.48%
$12.51 - $20.83 $9.66K - $16.1K
30.4K $630K
PCAR
Paccar Inc

Industrials
-1.98K
- 2.64%
$97.92 - $118.41 $193K - $234K
72.7K $7.56M
MKL
Markel Corp

Financial Services
-384
- 6.88%
$1542.01 - $1785.11 $592K - $685K
5.2K $8.98M
JBL
Jabil Inc

Technology
-6.05K
- 13.0%
$118.97 - $147.77 $720K - $894K
40.5K $5.83M
CIEN
Ciena Corp

Technology
-910
- 6.27%
$61.45 - $91.14 $55.9K - $82.9K
13.6K $1.15M
CFG
Citizens Financial Group Inc

Financial Services
-6.56K
- 3.15%
$39.92 - $48.46 $262K - $318K
202K $8.84M
R
Ryder System Inc

Industrials
-12
- 0.05%
$138.78 - $170.03 $1.67K - $2.04K
25.2K $3.95M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.51K
- 3.55%
$45.39 - $62.98 $68.7K - $95.3K
41.1K $2.33M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.47K
- 1.46%
$58.39 - $67.04 $85.7K - $98.3K
98.7K $6.26M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-1K
- 2.16%
$58.22 - $78.62 $58.3K - $78.7K
45.3K $3.25M
MASI
Masimo Corp

Healthcare
-503
- 3.42%
$132.43 - $177.7 $66.6K - $89.4K
14.2K $2.35M
MAC
Macerich CO

Real Estate
-6.78K
- 2.13%
$17.44 - $22.11 $118K - $150K
312K $6.21M
WTM
White Mountains Insurance Group LTD

Financial Services
-73
- 3.13%
$1755.01 - $2015.0 $128K - $147K
2.26K $4.4M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-6.16K
- 1.71%
$38.88 - $44.07 $240K - $272K
355K $14.6M
AI
C3.Ai, Inc.

Technology
-2.06K
- 3.65%
$22.6 - $42.94 $46.6K - $88.6K
54.5K $1.88M
COIN
Coinbase Global, Inc.

Technology
-18K
- 25.16%
$163.17 - $343.62 $2.94M - $6.19M
53.5K $13.3M
CBSH
Commerce Bancshares Inc

Financial Services
-2.99K
- 1.17%
$57.04 - $74.36 $170K - $222K
252K $15.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-34.2K
- 1.47%
$46.48 - $51.32 $1.59M - $1.76M
2.3M $111M
CCL
Carnival Corp

Consumer Cyclical
-95.3K
- 18.86%
$17.34 - $26.8 $1.65M - $2.55M
410K $10.2M
RJF
Raymond James Financial Inc

Financial Services
-2.07K
- 5.51%
$123.0 - $170.1 $254K - $352K
35.5K $5.52M
DLR
Digital Realty Trust, Inc.

Real Estate
-9.21K
- 5.56%
$156.46 - $195.69 $1.44M - $1.8M
157K $27.8M
XLY
Select Sector Spdr Consumer Di

ETFs
-296
- 0.69%
$194.8 - $239.43 $57.7K - $70.9K
42.5K $9.54M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-3.3K
- 2.42%
$23.44 - $38.8 $77.3K - $128K
133K $4.45M
CDNS
Cadence Design Systems Inc

Technology
-925
- 1.91%
$249.1 - $324.54 $230K - $300K
47.5K $14.3M
UNM
Unum Group

Financial Services
-7
- 0.01%
$58.88 - $77.07 $412 - $539
84.9K $6.2M
UAL
United Airlines Holdings, Inc.

Industrials
-42.3K
- 31.87%
$55.62 - $102.44 $2.35M - $4.34M
90.5K $8.79M
APH
Amphenol Corp

Technology
-12.8K
- 2.61%
$62.07 - $75.35 $795K - $965K
478K $33.2M
SQ
Block, Inc.

Technology
-793
- 1.08%
$65.06 - $98.92 $51.6K - $78.4K
72.6K $6.17M
WST
West Pharmaceutical Services Inc

Healthcare
-305
- 0.61%
$285.69 - $344.0 $87.1K - $105K
50.1K $16.4M
MAR
Marriott International Inc

Consumer Cyclical
-5.41K
- 5.56%
$246.06 - $292.59 $1.33M - $1.58M
91.9K $25.6M
EW
Edwards Lifesciences Corp

Healthcare
-20.4K
- 5.3%
$64.54 - $75.92 $1.32M - $1.55M
364K $27M
EPD
Enterprise Products Partners L.P.

Energy
-2.72K
- 0.35%
$28.66 - $34.43 $78K - $93.6K
777K $24.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.46K
- 5.35%
$47.29 - $84.74 $211K - $378K
78.9K $5.88M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-63.7K
- 1.74%
$61.52 - $66.5 $3.92M - $4.23M
3.6M $230M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.49K
- 1.75%
$316.94 - $357.88 $790K - $893K
140K $48.1M
BXSL
Blackstone Secured Lending Fund

Financial Services
-68.1K
- 4.0%
$29.25 - $33.27 $1.99M - $2.27M
1.64M $52.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-26.6K
- 1.24%
$124.26 - $134.12 $3.31M - $3.57M
2.12M $273M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.67K
- 0.86%
$311.11 - $335.64 $1.76M - $1.9M
653K $210M
CRWD
Crowd Strike Holdings, Inc.

Technology
-21.6K
- 12.46%
$275.15 - $388.2 $5.94M - $8.39M
152K $51.9M
VXF
Vanguard Extended Market ETF

ETFs
-1.96K
- 0.4%
$179.17 - $207.15 $351K - $406K
483K $91.7M
MCK
Mckesson Corp

Healthcare
-2.04K
- 3.21%
$482.27 - $628.5 $981K - $1.28M
61.3K $34.9M
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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