Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNOB
Connect One Bancorp, Inc.

Financial Services
22.6K
+ 48.03%
$21.51 - $27.55 $486K - $622K
69.6K $1.69M
MOH
Molina Healthcare, Inc.

Healthcare
494
+ 4.19%
$266.57 - $333.27 $132K - $165K
12.3K $4.04M
VRT
Vertiv Holdings CO

Industrials
7.06K
+ 14.43%
N/A
56K $4.85M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
28.5K
+ 70.02%
$20.1 - $20.8 $572K - $592K
69.1K $1.43M
NTNX
Nutanix, Inc.

Technology
6.99K
+ 51.08%
$61.28 - $77.44 $428K - $541K
20.7K $1.44M
ABC
Amerisourcebergen Corp

Healthcare
3.25K
+ 10.2%
N/A
35.1K $6.5M
PLMR
Palomar Holdings, Inc.

Financial Services
3.44K
+ 84.93%
$101.51 - $137.08 $349K - $471K
7.49K $1.03M
CAR
Avis Budget Group, Inc.

Industrials
8.95K
+ 48.97%
$55.49 - $96.5 $497K - $864K
27.2K $2.07M
NHI
National Health Investors Inc

Real Estate
8.04K
New
$65.79 - $76.06 $529K - $612K
8.04K $593K
PTGX
Protagonist Therapeutics, Inc

Healthcare
10.9K
+ 168.81%
$35.09 - $59.76 $382K - $650K
17.3K $838K
WMS
Advanced Drainage Systems, Inc.

Industrials
6.17K
+ 51.73%
$105.29 - $126.99 $649K - $783K
18.1K $1.97M
HLN
Haleon PLC

Healthcare
31.6K
+ 8.8%
$9.02 - $10.67 $285K - $337K
391K $4.02M
LYV
Live Nation Entertainment, Inc.

Communication Services
4.24K
+ 13.95%
$115.79 - $154.66 $491K - $656K
34.7K $4.53M
BGNE
Bei Gene, Ltd.

Healthcare
2.41K
+ 267.11%
$175.1 - $226.71 $422K - $547K
3.32K $751K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
20.1K
+ 154723.08%
$26.24 - $38.48 $528K - $774K
20.1K $583K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.45K
+ 0.99%
$25.77 - $27.6 $192K - $206K
761K $20.2M
PTEN
Patterson Uti Energy Inc

Energy
71.4K
+ 52.72%
$7.15 - $9.45 $510K - $674K
207K $1.7M
CRUS
Cirrus Logic, Inc.

Technology
5.81K
+ 67.68%
$97.89 - $111.4 $569K - $647K
14.4K $1.44M
PWV
Invesco Exchange Traded Fd Tr

ETFs
9.76K
New
$56.58 - $60.89 $552K - $594K
9.76K $580K
CSTM
Constellium Se

Basic Materials
60K
+ 40.78%
$9.07 - $12.27 $545K - $737K
207K $2.09M
JOBY
Joby Aviation, Inc.

Industrials
124K
+ 156.2%
$5.99 - $10.27 $744K - $1.27M
204K $1.23M
MGY
Magnolia Oil & Gas Corp

Energy
17.8K
+ 26.47%
$22.26 - $26.58 $397K - $474K
85.2K $2.15M
CCS
Century Communities, Inc.

Consumer Cyclical
9.35K
+ 115.57%
$66.87 - $78.83 $625K - $737K
17.4K $1.17M
FAB
First Tr Multi Cap Value Alpha

ETFs
7.26K
New
$77.33 - $86.01 $561K - $624K
7.26K $577K
OMF
One Main Holdings, Inc.

Financial Services
14.7K
+ 33.68%
$45.35 - $58.06 $665K - $852K
58.2K $2.85M
TENB
Tenable Holdings, Inc.

Technology
18.5K
+ 114.4%
$34.94 - $44.5 $647K - $824K
34.7K $1.21M
AMTB
Amerant Bancorp Inc.

Financial Services
28.7K
+ 242.17%
$20.14 - $23.95 $578K - $688K
40.6K $837K
OSIS
Osi Systems Inc

Technology
2.55K
+ 89.49%
$153.35 - $219.6 $390K - $559K
5.39K $1.05M
IQDF
Flexshares International Quali

ETFs
10.9K
+ 6.13%
$23.0 - $25.77 $252K - $282K
190K $4.73M
BRZE
Braze, Inc.

Technology
20K
+ 76.22%
$32.44 - $47.22 $648K - $943K
46.2K $1.67M
ETWO
E2open Parent Holdings, Inc.

Technology
282K
New
$2.0 - $2.92 $564K - $823K
282K $563K
MGV
Vanguard Mega Cap Value

ETFs
1.23K
+ 1.2%
$123.61 - $133.01 $152K - $163K
104K $13.3M
DOCS
Doximity, Inc.

Healthcare
7.52K
+ 28.41%
$49.71 - $83.14 $374K - $626K
34K $1.97M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
7.75K
+ 148.53%
$69.15 - $74.69 $536K - $579K
13K $927K
VTWO
Vanguard Russell 2000 ETF

ETFs
11.9K
+ 25.82%
$80.08 - $92.93 $951K - $1.1M
57.9K $4.67M
SCVL
Shoe Carnival Inc

Consumer Cyclical
25.3K
+ 93640.74%
$21.24 - $32.31 $537K - $817K
25.3K $556K
TM
Toyota Motor Corp

Consumer Cyclical
12.6K
+ 13.66%
$176.53 - $195.35 $2.22M - $2.46M
105K $18.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
18.8K
+ 83.99%
$28.92 - $29.24 $544K - $550K
41.2K $1.2M
DOX
Amdocs LTD

Technology
4.89K
+ 28.99%
$82.21 - $92.02 $402K - $450K
21.8K $1.99M
VRTS
Virtus Investment Partners, Inc.

Financial Services
4.42K
+ 102.86%
$167.94 - $220.1 $742K - $973K
8.72K $1.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
803
+ 0.79%
$106.22 - $111.09 $85.3K - $89.2K
102K $11.3M
MQ
Marqeta, Inc.

Technology
110K
+ 38.23%
$3.51 - $4.57 $387K - $504K
399K $1.64M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
19.4K
+ 117.63%
$30.79 - $38.48 $599K - $748K
36K $1.15M
ARCB
Arcbest Corp

Industrials
10.2K
+ 133.63%
$70.58 - $101.93 $722K - $1.04M
17.9K $1.26M
QFIN
360 Digi Tech, Inc.

Financial Services
6.87K
+ 18.73%
$36.09 - $48.12 $248K - $331K
43.5K $1.96M
MMSI
Merit Medical Systems Inc

Healthcare
2.71K
+ 9.44%
$95.64 - $110.29 $259K - $299K
31.4K $3.32M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
8.18K
+ 152.58%
$43.79 - $57.46 $358K - $470K
13.5K $774K
XLC
Select Sector Spdr Tr Communic

ETFs
5.78K
+ 11.89%
$94.84 - $105.31 $548K - $609K
54.4K $5.25M
RIG
Transocean Ltd.

Energy
232K
+ 69.35%
$2.67 - $4.28 $618K - $991K
565K $1.79M
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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