Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
17.5K
+ 1.68%
$8.69 - $10.85 $152K - $190K
1.06M $11.5M
TME
Tencent Music Entertainment Group

Communication Services
28.7K
+ 30.62%
$11.97 - $19.49 $344K - $560K
123K $2.39M
SLF
Sun Life Financial Inc

Financial Services
7.31K
+ 12.15%
$53.39 - $66.45 $390K - $485K
67.5K $4.48M
HST
Host Hotels & Resorts, Inc.

Real Estate
63.7K
+ 125.72%
$12.7 - $16.07 $810K - $1.02M
114K $1.76M
ARW
Arrow Electronics Inc

Technology
6.56K
+ 76.95%
$90.32 - $128.28 $592K - $841K
15.1K $1.92M
ANSS
Ansys Inc

Technology
1.76K
+ 14.53%
$284.19 - $351.22 $499K - $617K
13.8K $4.86M
HLIO
Helios Technologies, Inc.

Industrials
31.1K
New
$25.71 - $33.72 $799K - $1.05M
31.1K $1.04M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
33.6K
+ 35.01%
$15.0 - $20.49 $505K - $689K
130K $2.65M
IXUS
Ishares Tr

ETFs
1.79K
+ 1.51%
$62.37 - $77.63 $111K - $139K
120K $9.26M
BHP
Bhp Group LTD

Basic Materials
22.7K
+ 14.18%
$40.22 - $50.88 $912K - $1.15M
183K $8.78M
IONS
Ionis Pharmaceuticals Inc

Healthcare
17.2K
+ 47.53%
$25.51 - $40.0 $438K - $687K
53.3K $2.11M
CMC
Commercial Metals CO

Basic Materials
18.7K
+ 52.43%
$39.2 - $50.67 $732K - $946K
54.3K $2.66M
NUSC
Nuveen Esg Small Cap ETF

ETFs
12K
+ 5.49%
$33.38 - $40.81 $400K - $489K
230K $9.36M
GH
Guardant Health, Inc.

Healthcare
11.4K
+ 26.19%
$37.05 - $52.04 $424K - $596K
55.2K $2.87M
MUR
Murphy Oil Corp

Energy
67.9K
+ 76.13%
$19.62 - $29.21 $1.33M - $1.98M
157K $3.53M
ITRI
Itron, Inc.

Technology
2.96K
+ 13.08%
$92.04 - $132.78 $272K - $393K
25.6K $3.37M
SHAK
Shake Shack Inc.

Consumer Cyclical
1.99K
+ 14.56%
$75.85 - $140.6 $151K - $279K
15.6K $2.2M
FIS
Fidelity National Information Services, Inc.

Technology
3.72K
+ 3.63%
$68.14 - $82.13 $253K - $306K
106K $8.65M
TEX
Terex Corp

Industrials
15.8K
+ 56.21%
$32.21 - $48.33 $508K - $763K
43.9K $2.05M
RIG
Transocean Ltd.

Energy
507K
+ 89.6%
$2.13 - $3.32 $1.08M - $1.68M
1.07M $2.78M
AOR
Ishares Tr Core Growth Allocat

ETFs
14K
+ 46.17%
$53.36 - $61.57 $746K - $861K
44.3K $2.73M
VTWG
Vanguard Russell 2000 Growth E

ETFs
3.62K
+ 35.34%
$163.6 - $208.47 $593K - $755K
13.9K $2.89M
UPRO
Proshares Trust Proshares Ultr

ETFs
4.61K
+ 14.47%
$50.65 - $91.44 $234K - $422K
36.5K $3.34M
CLBK
Columbia Financial, Inc.

Financial Services
69.2K
+ 132.0%
$13.07 - $15.57 $904K - $1.08M
122K $1.76M
EHC
Encompass Health Corp

Healthcare
3.68K
+ 14.93%
$96.12 - $122.63 $354K - $451K
28.3K $3.47M
SF
Stifel Financial Corp

Financial Services
7.49K
+ 36.33%
$76.49 - $103.78 $573K - $778K
28.1K $2.92M
NTR
Nutrien Ltd.

Basic Materials
8.14K
+ 14.02%
$46.88 - $62.89 $381K - $512K
66.2K $3.85M
IEX
Idex Corp

Industrials
5.72K
+ 89.42%
$160.66 - $191.29 $920K - $1.09M
12.1K $2.13M
CCS
Century Communities, Inc.

Consumer Cyclical
20.4K
+ 117.22%
$51.04 - $67.94 $1.04M - $1.39M
37.9K $2.13M
AER
Aer Cap Holdings N.V.

Industrials
4.31K
+ 13.9%
$88.97 - $117.24 $383K - $505K
35.3K $4.13M
TPR
Tapestry, Inc.

Consumer Cyclical
4.58K
+ 14.36%
$60.6 - $87.81 $278K - $403K
36.5K $3.21M
FOLD
Amicus Therapeutics, Inc.

Healthcare
181K
+ 507.06%
$5.64 - $8.0 $1.02M - $1.45M
216K $1.24M
TRMB
Trimble Inc.

Technology
6.47K
+ 14.71%
$55.12 - $75.98 $357K - $492K
50.5K $3.84M
ACGL
Arch Capital Group Ltd.

Financial Services
12.5K
+ 33.18%
$84.99 - $96.82 $1.06M - $1.21M
50.2K $4.57M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
23K
+ 284.05%
$32.02 - $39.74 $737K - $915K
31.1K $1.23M
AVPT
Ave Point, Inc.

Technology
36.5K
+ 74.7%
$13.33 - $19.99 $487K - $730K
85.5K $1.65M
CI
Cigna Corp

Healthcare
2.48K
+ 3.27%
$301.89 - $340.04 $750K - $845K
78.4K $25.9M
PBF
Pbf Energy Inc.

Energy
36.6K
+ 64.84%
$14.37 - $24.39 $526K - $892K
93K $2.01M
CDE
Coeur Mining, Inc.

Basic Materials
65.2K
+ 53.28%
$4.81 - $9.46 $314K - $617K
188K $1.66M
PIPR
Piper Sandler Companies

Financial Services
1.99K
+ 15.75%
$210.78 - $281.82 $420K - $561K
14.6K $4.07M
MKC
Mccormick & CO Inc

Consumer Defensive
18.6K
+ 25.34%
$71.11 - $82.25 $1.32M - $1.53M
91.8K $6.96M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
21.5K
+ 180.05%
$47.34 - $67.22 $1.02M - $1.45M
33.4K $1.72M
AXS
Axis Capital Holdings LTD

Financial Services
8.48K
+ 64.85%
$87.23 - $106.93 $740K - $907K
21.6K $2.24M
SLAB
Silicon Laboratories Inc.

Technology
3.82K
+ 36.38%
$86.17 - $148.63 $329K - $568K
14.3K $2.11M
CWST
Casella Waste Systems Inc

Industrials
7.07K
+ 24.49%
$103.78 - $120.37 $734K - $851K
36K $4.15M
ACWI
Ishares Msci Acwi ETF

ETFs
2.47K
+ 4.95%
$103.59 - $128.6 $256K - $318K
52.4K $6.74M
APG
A Pi Group Corp

Industrials
8K
+ 23.59%
$32.2 - $51.23 $257K - $410K
41.9K $2.14M
KBH
Kb Home

Consumer Cyclical
20K
+ 75.11%
$50.15 - $58.93 $1M - $1.18M
46.5K $2.46M
LRN
Stride, Inc.

Consumer Defensive
4.54K
+ 32.39%
$124.45 - $160.72 $564K - $729K
18.5K $2.69M
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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