Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQI
Vanguard Global Ex U.S. Real

ETFs
-21.6K
- 3.94%
$39.22 - $47.52 $848K - $1.03M
526K $20.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-786
- 0.23%
$59.25 - $72.99 $46.6K - $57.4K
342K $20.5M
CINF
Cincinnati Financial Corp

Financial Services
-40.2K
- 27.94%
$132.86 - $160.16 $5.34M - $6.44M
104K $14.9M
HAS
Hasbro, Inc.

Consumer Cyclical
-9.68K
- 3.88%
$55.71 - $72.94 $539K - $706K
240K $13.4M
CI
Cigna Corp

Healthcare
-1.01K
- 1.69%
$265.59 - $358.58 $268K - $362K
58.6K $16.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.53K
- 0.21%
$55.45 - $61.08 $84.8K - $93.5K
716K $39.7M
ZS
Zscaler, Inc.

Technology
-30.4K
- 20.49%
$166.99 - $211.99 $5.08M - $6.45M
118K $21.3M
IR
Ingersoll Rand Inc.

Industrials
-35.6K
- 32.33%
$90.46 - $105.35 $3.22M - $3.75M
74.4K $6.73M
CCI
Crown Castle International Corp

Real Estate
-19.2K
- 23.78%
$89.78 - $119.11 $1.72M - $2.28M
61.4K $5.57M
EEM
Ishares Msci Emerging Markets

ETFs
-18.1K
- 2.32%
$41.82 - $47.36 $757K - $858K
764K $31.9M
ORCL
Oracle Corp

Technology
-5.56K
- 0.72%
$165.41 - $192.43 $919K - $1.07M
769K $128M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-59.8K
- 1.19%
$61.68 - $67.87 $3.69M - $4.06M
4.94M $308M
DFAT
Dimensional ETF Tr U S Target

ETFs
-72K
- 0.51%
$54.54 - $61.04 $3.93M - $4.4M
14.1M $783M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-31.6K
- 2.23%
$77.23 - $82.11 $2.44M - $2.6M
1.39M $108M
SBUX
Starbucks Corp

Consumer Cyclical
-9.84K
- 2.36%
$87.44 - $102.5 $860K - $1.01M
408K $37.2M
DASH
Door Dash, Inc.

Communication Services
-36.3K
- 33.05%
$141.93 - $180.48 $5.16M - $6.56M
73.6K $12.4M
VHT
Vanguard Health Care ETF

ETFs
-5.05K
- 7.0%
$250.81 - $283.3 $1.27M - $1.43M
67.1K $17M
VONE
Vanguard Russell 1000 ETF

ETFs
-13.3K
- 33.88%
$257.18 - $277.76 $3.43M - $3.7M
26K $6.94M
DVYE
Ishares Emerging Markets Divid

ETFs
-3.87K
- 0.36%
$25.42 - $29.74 $98.4K - $115K
1.08M $27.9M
MELI
Mercadolibre Inc

Consumer Cyclical
-662
- 11.11%
$1666.0 - $2117.3 $1.1M - $1.4M
5.3K $9M
MDB
Mongo Db, Inc.

Technology
-9.99K
- 57.34%
$232.81 - $350.13 $2.33M - $3.5M
7.43K $1.73M
CB
Chubb LTD

Financial Services
-4.99K
- 3.77%
$271.57 - $301.89 $1.35M - $1.51M
127K $35.1M
MDT
Medtronic PLC

Healthcare
-8.12K
- 3.63%
$79.61 - $92.24 $647K - $749K
216K $17.2M
FLV
American Centy ETF Tr Focused

ETFs
-14.9K
- 2.57%
$66.11 - $71.93 $984K - $1.07M
563K $37.6M
OXY
Occidental Petroleum Corp

Energy
-46.2K
- 18.69%
$45.36 - $55.91 $2.1M - $2.59M
201K $9.94M
RUN
Sunrun Inc.

Technology
-23.2K
- 8.0%
$9.13 - $17.5 $212K - $407K
267K $2.47M
GPC
Genuine Parts CO

Consumer Cyclical
-12.6K
- 22.64%
$113.11 - $143.63 $1.42M - $1.81M
43K $5.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-25.7K
- 12.23%
$100.24 - $101.35 $2.58M - $2.61M
185K $18.6M
NEM
Newmont Corp

Basic Materials
-17.1K
- 13.2%
$37.0 - $58.68 $632K - $1M
112K $4.18M
DHI
Horton D R Inc

Consumer Cyclical
-2.52K
- 5.73%
$137.24 - $194.56 $346K - $491K
41.5K $5.8M
HDV
Ishares Core High Dividend ETF

ETFs
-12.9K
- 6.13%
$110.82 - $121.28 $1.43M - $1.56M
197K $22.1M
ICF
Ishares Tr

ETFs
-5.72K
- 1.62%
$58.8 - $66.61 $336K - $381K
347K $20.9M
IDXX
Idexx Laboratories Inc

Healthcare
-218
- 0.89%
$406.92 - $495.42 $88.7K - $108K
24.2K $10M
DFAI
Dimensional ETF Tr

ETFs
-11.8K
- 1.61%
$29.0 - $31.6 $344K - $374K
725K $21.2M
TD
Toronto Dominion Bank

Financial Services
-14.3K
- 9.93%
$51.56 - $63.8 $738K - $914K
130K $6.92M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-116K
- 25.0%
$12.1 - $13.76 $1.41M - $1.6M
349K $4.22M
SLVM
Sylvamo Corp

Basic Materials
-23.3K
- 56.73%
$78.56 - $95.69 $1.83M - $2.23M
17.7K $1.4M
BWX
Spdr Bloomberg International T

ETFs
-10.9K
- 1.15%
$21.39 - $23.3 $234K - $255K
944K $20.2M
HMC
Honda Motor CO LTD

Consumer Cyclical
-56.2K
- 35.82%
$23.7 - $32.62 $1.33M - $1.83M
101K $2.87M
BNL
Broadstone Net Lease, Inc.

Real Estate
-19.1K
- 3.27%
$15.86 - $18.7 $302K - $356K
564K $8.94M
IAU
Ishares Gold Trust

ETFs
-38.6K
- 4.84%
$48.37 - $52.65 $1.87M - $2.03M
759K $37.6M
GD
General Dynamics Corp

Industrials
-905
- 1.93%
$260.28 - $314.03 $236K - $284K
46K $12.1M
EFX
Equifax Inc

Industrials
-2.2K
- 5.9%
$245.03 - $293.5 $540K - $647K
35.1K $8.95M
TROW
Price T Rowe Group Inc

Financial Services
-19.6K
- 35.51%
$106.48 - $124.69 $2.09M - $2.45M
35.7K $4.03M
DVY
Ishares Tr

ETFs
-6.87K
- 2.43%
$129.55 - $143.41 $890K - $986K
276K $36.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-25.1K
- 6.78%
$30.93 - $33.94 $777K - $853K
346K $10.7M
HUM
Humana Inc

Healthcare
-1.59K
- 6.55%
$233.89 - $304.18 $371K - $483K
22.7K $5.75M
DISV
Dimensional ETF Tr Dimensional

ETFs
-13.4K
- 2.13%
$26.18 - $28.77 $350K - $384K
613K $16.3M
SWK
Stanley Black & Decker, Inc.

Industrials
-10.1K
- 27.78%
$79.07 - $109.36 $798K - $1.1M
26.2K $2.11M
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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