Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMWD
American Woodmark Corp

Consumer Cyclical
10.4K
+ 311.55%
$57.97 - $82.5 $600K - $854K
13.7K $804K
JBT
John Bean Technologies Corp

Industrials
4.36K
+ 59.31%
$121.81 - $131.22 $531K - $572K
11.7K $1.47M
DFS
Discover Financial Services

Financial Services
4.16K
+ 6.13%
$152.99 - $203.25 $636K - $845K
72K $12.3M
RNA
Avidity Biosciences, Inc.

Healthcare
17.8K
+ 120.27%
$27.05 - $35.11 $482K - $626K
32.7K $964K
DOCU
Docusign, Inc.

Technology
8.59K
+ 43.76%
$74.7 - $97.7 $642K - $839K
28.2K $2.3M
FNDC
Schwab Fundamental Intl Small

ETFs
5.96K
+ 3.88%
$33.34 - $37.44 $199K - $223K
159K $5.77M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
9.59K
New
$54.79 - $60.63 $525K - $581K
9.59K $531K
IFGL
Ishares International Develope

ETFs
20.2K
+ 6.57%
$18.76 - $20.18 $378K - $407K
327K $6.45M
FV
First Trust Dorsey Wright Focu

ETFs
14.7K
+ 22.35%
$53.91 - $63.03 $793K - $927K
80.5K $4.41M
STN
Stantec Inc

Industrials
5.74K
+ 46.19%
$74.62 - $89.33 $428K - $512K
18.2K $1.5M
IDYA
Ideaya Biosciences, Inc.

Healthcare
42.6K
+ 231.63%
$16.38 - $26.0 $698K - $1.11M
61K $999K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.6K
+ 11.62%
$88.0 - $115.5 $141K - $185K
15.4K $1.75M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.01K
+ 839.36%
$97.25 - $104.79 $487K - $525K
5.61K $581K
LMT
Lockheed Martin Corp

Industrials
10.7K
+ 9.86%
$423.19 - $506.29 $4.52M - $5.41M
119K $53.2M
HEI
Heico Corp

Industrials
1.27K
+ 20.96%
$219.6 - $270.85 $278K - $343K
7.3K $1.95M
PTCT
Ptc Therapeutics, Inc.

Healthcare
7.95K
+ 41.82%
$41.81 - $57.17 $333K - $455K
27K $1.37M
EA
Electronic Arts Inc.

Communication Services
3.94K
+ 12.94%
$116.53 - $146.29 $459K - $576K
34.4K $4.96M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
15K
+ 81.51%
$26.71 - $31.58 $402K - $475K
33.5K $1.02M
TPR
Tapestry, Inc.

Consumer Cyclical
5.36K
+ 20.2%
$65.63 - $89.21 $352K - $478K
31.9K $2.25M
AZEK
Azek CO Inc.

Industrials
10.3K
+ 134.23%
$39.61 - $52.0 $407K - $534K
17.9K $876K
CTRA
Coterra Energy Inc.

Energy
9.77K
+ 14.31%
$25.51 - $29.83 $249K - $292K
78.1K $2.26M
ALIT
Alight, Inc.

Technology
98.9K
+ 130.19%
$5.91 - $7.05 $584K - $697K
175K $1.04M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.9K
+ 24.2%
$21.28 - $35.62 $147K - $246K
35.4K $1.26M
FUTU
Futu Holdings LTD

Financial Services
1.36K
+ 8.23%
$75.13 - $123.56 $102K - $169K
17.9K $1.84M
MTH
Meritage Homes Corp

Consumer Cyclical
21K
+ 177.78%
$69.41 - $152.01 $1.46M - $3.2M
32.9K $2.33M
MAN
Manpower Group Inc.

Industrials
8.78K
+ 126.96%
$53.77 - $62.66 $472K - $550K
15.7K $908K
SKM
Sk Telecom CO LTD

Communication Services
23.9K
+ 1194000.0%
$20.91 - $23.05 $499K - $550K
23.9K $507K
BTU
Peabody Energy Corp

Energy
46.4K
+ 278.12%
$12.48 - $20.86 $579K - $968K
63.1K $855K
INTA
Intapp, Inc.

Technology
9.11K
+ 185.73%
$57.21 - $74.1 $521K - $675K
14K $818K
CDE
Coeur Mining, Inc.

Basic Materials
83.6K
+ 215.74%
$5.02 - $7.29 $420K - $609K
122K $724K
ILCB
Ishares Morningstar U.S. Equit

ETFs
6.89K
+ 86.33%
$76.17 - $85.05 $525K - $586K
14.9K $1.15M
EXEL
Exelixis, Inc.

Healthcare
5.68K
+ 7.05%
$32.38 - $39.16 $184K - $223K
86.3K $3.19M
JWN
Nordstrom Inc

Consumer Cyclical
20.4K
+ 19607.69%
$24.01 - $24.46 $490K - $499K
20.5K $501K
FFIN
First Financial Bankshares Inc

Financial Services
14.1K
+ 26.01%
$34.78 - $38.52 $490K - $543K
68.3K $2.45M
HYG
Ishares Tr

ETFs
6.27K
+ 43.04%
$78.51 - $80.11 $492K - $502K
20.8K $1.64M
ATHM
Autohome Inc.

Communication Services
16.7K
+ 83.57%
$25.21 - $31.07 $420K - $518K
36.6K $1.02M
QLYS
Qualys, Inc.

Technology
4.93K
+ 57.31%
$121.57 - $147.7 $599K - $727K
13.5K $1.7M
ISCG
Ishares Morningstar Small Cap

ETFs
12K
+ 119.76%
$44.44 - $52.05 $533K - $624K
22K $991K
NYF
Ishares New York Muni Bond ETF

ETFs
9.85K
+ 23.21%
$52.33 - $53.92 $515K - $531K
52.3K $2.75M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.06K
+ 5.66%
$42.3 - $53.69 $172K - $218K
75.7K $3.94M
ACWI
Ishares Msci Acwi ETF

ETFs
4.63K
+ 10.22%
$115.16 - $124.13 $534K - $575K
50K $5.81M
DNL
Wiswisdomtree Tr

ETFs
13.7K
New
$35.56 - $38.21 $488K - $524K
13.7K $489K
THFF
First Financial Corp

Financial Services
6.69K
+ 11.75%
$43.45 - $53.53 $291K - $358K
63.6K $3.12M
OSK
Oshkosh Corp

Industrials
5.29K
+ 44.68%
$89.56 - $116.4 $474K - $616K
17.1K $1.61M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
9.51K
+ 24.31%
$26.05 - $30.88 $248K - $294K
48.6K $1.5M
EIX
Edison International

Utilities
27.6K
+ 50.6%
$50.06 - $80.01 $1.38M - $2.21M
82.3K $4.85M
SANM
Sanmina Corp

Technology
6.17K
+ 21.48%
$73.38 - $90.52 $453K - $559K
34.9K $2.66M
SBAC
Sba Communications Corp

Real Estate
1.45K
+ 14.25%
$192.76 - $224.91 $280K - $327K
11.7K $2.56M
UFPI
Ufp Industries Inc

Basic Materials
5.84K
+ 23.29%
$103.91 - $118.67 $606K - $693K
30.9K $3.31M
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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