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Rebecca Havens

@Creative Planning

Latest period2024 - Q3ReportedManaged Assets$101.004BTotal holdings3184
Assets growth rate7.84%Assets growth rate (2-Q avg)5.83%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Creative Planning's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3184 positions.

Assets under management

The assets under management (AUM) of Creative Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 101.004B in assets, with a quarterly growth rate of 7.84% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Rebecca Havens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$838,666
57,839 shares@ $14.51 avg price
JBTJohn Bean Technologies Corp
Recent Activity
Exited
0%
$710,945
7,486 shares@ $94.97 avg price
CATCCambridge Bancorp
Recent Activity
Exited
0%
$496,662
7,198 shares@ $69.0 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$495,451
22,368 shares@ $22.15 avg price
VRNTVerint Sys Inc
Recent Activity
Exited
0%
$473,952
14,719 shares@ $32.21 avg price
FVRRFiverr Intl Ltd
Recent Activity
Exited
0%
$443,530
18,930 shares@ $23.44 avg price
FOXFFox Factory Hldg Corp
Recent Activity
Exited
0%
$436,265
9,053 shares@ $48.2 avg price
TOTLSsga Active Etf Tr
Recent Activity
Exited
0%
$387,191
9,748 shares@ $39.73 avg price
IRTCIrhythm Technologies Inc
Recent Activity
Exited
0%
$384,921
3,576 shares@ $107.65 avg price
FUNCedar Fair L P
Recent Activity
Exited
0%
$359,254
6,610 shares@ $54.36 avg price