Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IRTC
I Rhythm Technologies, Inc.

Healthcare
1.93K
+ 22.63%
$96.84 - $154.71 $187K - $299K
10.5K $1.61M
FUL
Fuller H B CO

Basic Materials
10.4K
+ 47.84%
$48.43 - $61.99 $504K - $645K
32.1K $1.93M
ALGN
Align Technology Inc

Healthcare
1.84K
+ 15.58%
$144.32 - $190.42 $265K - $350K
13.6K $2.58M
RDNT
Rad Net, Inc.

Healthcare
10.6K
+ 76.22%
$47.36 - $61.14 $504K - $650K
24.6K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
26.8K
+ 4.31%
$55.56 - $60.91 $1.49M - $1.63M
648K $38M
EFX
Equifax Inc

Industrials
557
+ 1.59%
$205.5 - $280.54 $114K - $156K
35.6K $9.23M
HLN
Haleon PLC

Healthcare
64K
+ 16.39%
$9.27 - $11.41 $593K - $730K
455K $4.71M
MHO
M/I Homes, Inc.

Consumer Cyclical
6.24K
+ 227.66%
$103.9 - $115.72 $648K - $722K
8.98K $1.01M
ROST
Ross Stores, Inc.

Consumer Cyclical
5.54K
+ 8.48%
$126.62 - $154.26 $701K - $855K
70.9K $9.04M
GVA
Granite Construction Inc

Industrials
5.03K
+ 40.79%
$71.89 - $93.51 $361K - $470K
17.3K $1.62M
TNC
Tennant CO

Industrials
9.26K
+ 78.18%
$68.18 - $81.07 $631K - $750K
21.1K $1.63M
FARO
Faro Technologies Inc

Technology
15.7K
New
$23.15 - $43.99 $363K - $691K
15.7K $689K
ROL
Rollins Inc

Consumer Cyclical
11.1K
+ 44.39%
$50.65 - $58.58 $564K - $652K
36.2K $2.04M
PSIX
Power Solutions International, Inc.

Industrials
10.6K
New
$18.7 - $68.01 $199K - $722K
10.6K $687K
IQV
Iqvia Holdings Inc.

Healthcare
8.05K
+ 25.89%
$137.0 - $174.37 $1.1M - $1.4M
39.2K $6.17M
NVTS
Navitas Semiconductor Corp

Technology
57.3K
+ 82.85%
$1.61 - $8.09 $92.2K - $463K
126K $828K
DTM
Dt Midstream, Inc.

Energy
1.02K
+ 2.38%
$87.23 - $109.91 $88.9K - $112K
43.8K $4.81M
BOX
Box Inc

Technology
18K
+ 84.27%
$28.42 - $38.55 $510K - $692K
39.3K $1.34M
SSL
Sasol LTD

Basic Materials
150K
+ 157.03%
$2.93 - $5.45 $441K - $820K
246K $1.09M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.76K
+ 11.39%
$81.84 - $93.53 $390K - $445K
46.6K $4.32M
CLSK
Cleanspark, Inc.

Technology
27.8K
+ 32.21%
$6.74 - $11.03 $187K - $306K
114K $1.26M
WING
Wingstop Inc.

Consumer Cyclical
1.2K
+ 48.88%
$210.24 - $381.46 $253K - $459K
3.66K $1.23M
CRC
California Resources Corp

Energy
14K
+ 58.88%
$32.4 - $47.27 $452K - $660K
37.7K $1.72M
KOS
Kosmos Energy Ltd.

Energy
507K
+ 145.11%
$1.52 - $2.28 $771K - $1.16M
857K $1.47M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
9.44K
+ 34.9%
$52.22 - $73.66 $493K - $695K
36.5K $2.41M
SNX
Td Synnex Corp

Technology
2.22K
+ 19.04%
$95.81 - $137.79 $213K - $306K
13.9K $1.89M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
9.54K
+ 31.27%
$54.27 - $63.01 $518K - $601K
40K $2.51M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.6K
+ 2.87%
$49.57 - $50.27 $527K - $534K
381K $19.1M
XYL
Xylem Inc.

Industrials
2.08K
+ 5.1%
$102.86 - $129.5 $213K - $269K
42.8K $5.53M
MCB
Metropolitan Bank Holding Corp.

Financial Services
8.27K
+ 128.05%
$48.93 - $70.14 $405K - $580K
14.7K $1.03M
EWBC
East West Bancorp Inc

Financial Services
4.34K
+ 21.22%
$71.03 - $101.75 $309K - $442K
24.8K $2.51M
EXEL
Exelixis, Inc.

Healthcare
1.07K
+ 1.24%
$34.13 - $46.26 $36.6K - $49.6K
87.4K $3.85M
NTRA
Natera, Inc.

Healthcare
2.52K
+ 29.23%
$132.23 - $171.87 $333K - $433K
11.1K $1.88M
PJT
Pjt Partners Inc.

Financial Services
2.63K
+ 31.69%
$125.44 - $166.41 $330K - $438K
10.9K $1.81M
CHK
Chesapeake Energy Corp

Energy
7.7K
+ 21.77%
N/A
43.1K $3.69M
ECPG
Encore Capital Group Inc

Financial Services
16.3K
+ 254.3%
$27.13 - $40.91 $443K - $668K
22.8K $880K
AFRM
Affirm Holdings, Inc.

Technology
2.55K
+ 12.67%
$35.75 - $69.14 $91.3K - $177K
22.7K $1.57M
MYRG
Myr Group Inc.

Industrials
367
+ 4.23%
$101.85 - $182.61 $37.4K - $67K
9.03K $1.64M
PNFP
Pinnacle Financial Partners Inc

Financial Services
5.08K
+ 23.02%
$87.19 - $111.51 $443K - $566K
27.1K $3M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
24.2K
New
$21.28 - $27.19 $515K - $658K
24.2K $657K
ET
Energy Transfer LP

Energy
62.2K
+ 6.02%
$15.65 - $18.93 $973K - $1.18M
1.1M $19.9M
PI
Impinj Inc

Technology
2.17K
+ 10.77%
$62.54 - $125.05 $136K - $271K
22.3K $2.48M
TFII
Tfi International Inc.

Industrials
6.39K
+ 103.73%
$73.75 - $91.79 $471K - $586K
12.5K $1.12M
EQBK
Equity Bancshares Inc

Financial Services
18.5K
+ 21.64%
N/A
104K $3.64M
ELAN
Elanco Animal Health Inc

Healthcare
36.8K
+ 115.23%
$8.1 - $14.3 $298K - $526K
68.7K $981K
GNRC
Generac Holdings Inc.

Industrials
1.08K
+ 3.62%
$101.92 - $143.21 $110K - $154K
30.8K $4.4M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
20.6K
New
$27.11 - $31.9 $558K - $656K
20.6K $646K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.61K
+ 2.91%
$23.4 - $29.68 $108K - $137K
163K $4.83M
PAYC
Paycom Software, Inc.

Technology
2.28K
+ 24.82%
$193.07 - $265.71 $439K - $604K
11.4K $2.65M
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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