Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTRN
Materion Corp

Basic Materials
10.1K
+ 10403.09%
$81.6 - $104.14 $823K - $1.05M
10.2K $831K
PRF
Invesco Exchange Traded Fd Tr

ETFs
20K
+ 11.05%
$39.4 - $42.61 $789K - $853K
201K $8.13M
HTZ
Hertz Global Holdings, Inc

Industrials
199K
+ 166.96%
$3.3 - $4.5 $655K - $894K
318K $1.25M
GFI
Gold Fields LTD

Basic Materials
9.02K
+ 13.06%
$13.84 - $22.09 $125K - $199K
78K $1.72M
XLU
Utilities Sector Spdr

ETFs
6.66K
+ 7.4%
$74.7 - $80.27 $498K - $535K
96.7K $7.62M
CMCO
Columbus Mckinnon Corp

Industrials
65.4K
+ 437.79%
$15.95 - $37.61 $1.04M - $2.46M
80.3K $1.36M
CVLT
Commvault Systems Inc

Technology
4.42K
+ 30.2%
$146.82 - $187.9 $650K - $831K
19.1K $3.01M
UNM
Unum Group

Financial Services
1.02K
+ 1.21%
$71.8 - $83.34 $73.5K - $85.3K
85.9K $7M
HEES
H&E Equipment Services, Inc.

Industrials
5.73K
+ 103.77%
$43.93 - $100.57 $252K - $576K
11.3K $1.07M
FTS
Fortis Inc.

Utilities
12K
+ 19.72%
$40.49 - $45.58 $485K - $546K
72.7K $3.31M
CHTR
Charter Communications, Inc.

Communication Services
1.31K
+ 11.19%
$334.89 - $384.77 $440K - $505K
13K $4.81M
VIAV
Viavi Solutions Inc.

Technology
54.4K
+ 34.47%
$9.71 - $12.8 $528K - $696K
212K $2.37M
TDY
Teledyne Technologies Inc

Technology
1.26K
+ 27.79%
$455.51 - $518.84 $574K - $654K
5.8K $2.89M
ITT
Itt Inc.

Industrials
7.62K
+ 50.82%
$128.71 - $153.88 $981K - $1.17M
22.6K $2.92M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.5K
+ 6.09%
$47.59 - $48.35 $640K - $651K
235K $11.3M
WTM
White Mountains Insurance Group LTD

Financial Services
427
+ 18.87%
$1818.58 - $1983.07 $777K - $847K
2.69K $5.18M
PLUS
Eplus Inc

Technology
12.6K
+ 74352.94%
$61.03 - $82.23 $771K - $1.04M
12.7K $772K
KHC
Kraft Heinz CO

Consumer Defensive
26.2K
+ 23.41%
$28.51 - $32.22 $748K - $845K
138K $4.21M
ALKS
Alkermes Plc.

Healthcare
14K
+ 19.61%
$28.08 - $36.0 $393K - $504K
85.5K $2.82M
LRN
Stride, Inc.

Consumer Defensive
4.32K
+ 44.58%
$106.34 - $142.28 $459K - $614K
14K $1.77M
BR
Broadridge Financial Solutions, Inc.

Technology
1.55K
+ 6.54%
$221.46 - $244.83 $343K - $379K
25.3K $6.12M
BCC
Boise Cascade CO

Basic Materials
9.6K
+ 109.39%
$96.38 - $129.12 $926K - $1.24M
18.4K $1.8M
ICL
Icl Group Ltd.

Basic Materials
76.5K
+ 17.72%
$4.96 - $6.45 $380K - $494K
508K $2.89M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.01K
+ 31.37%
$431.31 - $539.1 $434K - $542K
4.21K $2.19M
HMC
Honda Motor CO LTD

Consumer Cyclical
33.1K
+ 32.91%
$26.9 - $30.41 $890K - $1.01M
134K $3.63M
LFUS
Littelfuse Inc

Technology
4.35K
+ 160.03%
$196.74 - $255.16 $855K - $1.11M
7.07K $1.39M
ISRG
Intuitive Surgical Inc

Healthcare
6.42K
+ 7.05%
$476.63 - $610.45 $3.06M - $3.92M
97.5K $48.3M
NOVT
Novanta Inc

Technology
4.74K
+ 50.36%
N/A
14.1K $2.23M
RDVY
First Trust Rising Dividend Ac

ETFs
12.7K
+ 193.45%
$57.22 - $63.39 $729K - $807K
19.3K $1.13M
STNE
Stone Co Ltd.

Technology
57.3K
+ 103.63%
$7.85 - $11.45 $450K - $656K
113K $1.18M
IXJ
Ishares Global Healthcare ETF

ETFs
6.01K
+ 16.58%
$86.01 - $94.19 $517K - $566K
42.3K $3.85M
ZION
Zions Bancorporation, National Association

Financial Services
16.5K
+ 87.14%
$47.0 - $59.03 $773K - $971K
35.3K $1.76M
DG
Dollar General Corp

Consumer Defensive
1.1K
+ 2.11%
$68.44 - $87.93 $75.5K - $97K
53.4K $4.7M
HRB
H&R Block Inc

Consumer Cyclical
10.6K
+ 14.85%
$49.96 - $55.97 $529K - $592K
81.8K $4.49M
GM
General Motors CO

Consumer Cyclical
40.6K
+ 21.39%
$45.22 - $54.92 $1.83M - $2.23M
230K $10.8M
TTE
Total Energies Se

Energy
10.5K
+ 5.94%
N/A
188K $12.9M
SSB
South State Corp

Financial Services
9.55K
+ 38.38%
$89.4 - $108.33 $854K - $1.03M
34.4K $3.2M
CWST
Casella Waste Systems Inc

Industrials
5.23K
+ 22.11%
$104.2 - $115.86 $545K - $606K
28.9K $3.22M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
73.5K
+ 271.5%
$10.98 - $17.34 $807K - $1.27M
101K $1.17M
ES
Eversource Energy

Utilities
4.73K
+ 5.23%
$55.63 - $63.8 $263K - $302K
95.1K $5.91M
SPSC
Sps Commerce Inc

Technology
8.57K
+ 104.54%
$123.05 - $197.4 $1.05M - $1.69M
16.8K $2.22M
GIC
Global Industrial CO

Industrials
31.9K
New
$22.1 - $25.66 $705K - $818K
31.9K $714K
EFSC
Enterprise Financial Services Corp

Financial Services
15.3K
+ 36.74%
$53.74 - $61.95 $824K - $950K
57.1K $3.07M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
32.6K
+ 35.12%
$19.55 - $20.33 $637K - $662K
125K $2.55M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
38K
+ 148.79%
$18.18 - $18.58 $691K - $706K
63.6K $1.18M
ESE
Esco Technologies Inc

Technology
1.9K
+ 12.24%
$128.92 - $169.65 $245K - $322K
17.4K $2.77M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
14.5K
+ 23.43%
$42.18 - $45.16 $611K - $655K
76.4K $3.38M
IMO
Imperial Oil LTD

Energy
3.14K
+ 7.08%
$62.41 - $73.34 $196K - $230K
47.5K $3.44M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
12.2K
+ 137.8%
$53.35 - $58.68 $652K - $717K
21.1K $1.18M
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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