Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
5.4K
+ 20.88%
$224.93 - $295.04 $1.22M - $1.59M
31.3K $7.65M
SHBI
Shore Bancshares Inc

Financial Services
43.9K
+ 90.01%
$11.78 - $15.72 $517K - $690K
92.7K $1.46M
DOX
Amdocs LTD

Technology
8.76K
+ 40.22%
$80.46 - $94.08 $704K - $824K
30.5K $2.79M
IXN
Ishares Global Information Tec

ETFs
1.91K
+ 5.17%
$65.81 - $92.34 $126K - $176K
38.9K $3.59M
MGA
Magna International Inc

Consumer Cyclical
15.3K
+ 35.34%
$30.82 - $38.61 $470K - $589K
58.4K $2.26M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.4K
+ 87.9%
$22.4 - $23.8 $726K - $771K
69.3K $1.65M
DVY
Ishares Tr

ETFs
9.16K
+ 3.12%
$118.37 - $134.86 $1.08M - $1.23M
303K $40.2M
CHKP
Check Point Software Technologies LTD

Technology
4.23K
+ 18.19%
$204.26 - $233.47 $864K - $987K
27.5K $6.08M
PNR
Pentair PLC

Industrials
4.54K
+ 22.13%
$76.17 - $103.58 $346K - $471K
25.1K $2.57M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.48K
+ 27.65%
$89.13 - $167.48 $221K - $416K
11.5K $1.74M
SNEX
Stone X Group Inc.

Financial Services
5.84K
+ 35.39%
$69.59 - $94.15 $406K - $550K
22.3K $2.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.7K
+ 2.28%
$59.24 - $71.39 $160K - $193K
121K $8.64M
PLMR
Palomar Holdings, Inc.

Financial Services
4.18K
+ 55.86%
$129.99 - $175.67 $544K - $735K
11.7K $1.8M
ITT
Itt Inc.

Industrials
925
+ 4.09%
$112.67 - $157.95 $104K - $146K
23.5K $3.69M
WINA
Winmark Corp

Consumer Cyclical
1.45K
+ 38.21%
$318.43 - $450.34 $460K - $651K
5.23K $1.97M
APO
Apollo Global Management, Inc.

Financial Services
3.29K
+ 5.34%
$108.68 - $145.07 $358K - $478K
65K $9.22M
EVR
Evercore Inc.

Financial Services
1.34K
+ 23.06%
$163.77 - $271.5 $219K - $363K
7.14K $1.93M
TDW
Tidewater Inc

Energy
15.9K
+ 169.85%
$32.27 - $48.26 $512K - $765K
25.2K $1.16M
CHTR
Charter Communications, Inc.

Communication Services
585
+ 4.48%
$321.68 - $427.25 $188K - $250K
13.6K $5.57M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.3K
+ 218.02%
$27.3 - $31.8 $636K - $741K
34K $1.08M
THC
Tenet Healthcare Corp

Healthcare
1.04K
+ 7.42%
$110.41 - $176.0 $114K - $182K
15K $2.64M
EQT
Eqt Corp

Energy
1.86K
+ 1.39%
$46.11 - $60.44 $85.8K - $112K
135K $7.89M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12.3K
+ 9.33%
$51.1 - $53.29 $629K - $656K
144K $7.68M
EGY
Vaalco Energy Inc

Energy
210K
+ 354.17%
$3.1 - $3.94 $650K - $826K
269K $970K
FCNCA
First Citizens Bancshares Inc

Financial Services
314
+ 24.55%
$1561.69 - $1966.55 $490K - $617K
1.59K $3.12M
SSTK
Shutterstock, Inc.

Communication Services
39.1K
+ 382.6%
$14.55 - $19.81 $569K - $774K
49.3K $934K
WRB
Berkley W R Corp

Financial Services
7.6K
+ 9.46%
$64.28 - $75.17 $488K - $571K
87.9K $6.46M
SEIC
Sei Investments CO

Financial Services
7.12K
+ 82.65%
$66.45 - $89.86 $473K - $639K
15.7K $1.41M
CALM
Cal Maine Foods Inc

Consumer Defensive
6.31K
+ 49.14%
$90.17 - $103.07 $569K - $651K
19.2K $1.91M
CBRE
Cbre Group, Inc.

Real Estate
2.22K
+ 4.83%
$113.94 - $140.12 $253K - $311K
48.2K $6.75M
PRGS
Progress Software Corp

Technology
9.48K
+ 88.02%
$54.68 - $64.66 $518K - $613K
20.3K $1.29M
SIG
Signet Jewelers LTD

Consumer Cyclical
4.63K
+ 26.83%
$50.77 - $82.74 $235K - $383K
21.9K $1.74M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
488
+ 0.84%
$60.22 - $80.1 $29.4K - $39.1K
58.7K $4.7M
NUVL
Nuvalent, Inc.

Healthcare
9.08K
+ 110.6%
$59.32 - $79.68 $539K - $723K
17.3K $1.32M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
31.6K
+ 217.3%
$17.94 - $23.34 $566K - $737K
46.1K $1.03M
STLA
Stellantis N.V.

Consumer Cyclical
89.1K
+ 65.82%
$8.53 - $11.27 $760K - $1M
224K $2.25M
LASR
Nlight, Inc.

Technology
3.81K
+ 6.89%
$6.44 - $19.68 $24.6K - $75.1K
59.2K $1.16M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
14.6K
+ 11.51%
$46.47 - $47.67 $677K - $694K
141K $6.73M
GMS
Gms Inc.

Industrials
2.21K
+ 15.93%
$66.73 - $108.75 $147K - $240K
16.1K $1.75M
CGNX
Cognex Corp

Technology
20.6K
+ 49.09%
$23.27 - $32.07 $479K - $660K
62.5K $1.98M
BBUC
Brookfield Business Corp

Financial Services
13.4K
+ 19.9%
$22.01 - $31.32 $296K - $421K
81K $2.53M
NUDM
Nuveen Esg International Devel

ETFs
13K
+ 17.77%
$28.66 - $35.49 $372K - $460K
86K $3.05M
ROG
Rogers Corp

Technology
10.2K
+ 39.02%
$52.69 - $71.02 $540K - $728K
36.5K $2.5M
INVA
Innoviva, Inc.

Healthcare
33.4K
+ 121.82%
$17.1 - $21.8 $572K - $729K
60.9K $1.22M
ZWS
Zurn Water Solutions Corp

Industrials
15.7K
+ 37.41%
$28.5 - $37.54 $448K - $590K
57.8K $2.11M
STNE
Stone Co Ltd.

Technology
6.15K
+ 5.46%
$10.43 - $16.04 $64.2K - $98.7K
119K $1.91M
CATH
Global X Fds Global X S&P 500

ETFs
6.47K
+ 21.61%
$59.85 - $75.45 $387K - $488K
36.4K $2.75M
ALL
Allstate Corp

Financial Services
6.01K
+ 7.1%
$180.53 - $212.64 $1.09M - $1.28M
90.7K $18.2M
CL
Colgate Palmolive CO

Consumer Defensive
15.7K
+ 6.22%
$87.57 - $96.0 $1.38M - $1.51M
269K $24.4M
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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