Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPRX
Royalty Pharma PLC

Healthcare
9.52K
+ 28.58%
$25.75 - $33.86 $245K - $322K
42.8K $1.33M
NTES
Net Ease, Inc.

Communication Services
1.34K
+ 5.33%
$87.72 - $109.14 $117K - $146K
26.4K $2.72M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
9.85K
+ 176.36%
$32.5 - $59.93 $320K - $590K
15.4K $681K
SKY
Skyline Champion Corp

Consumer Cyclical
4.13K
+ 31.24%
$85.72 - $108.14 $354K - $446K
17.3K $1.64M
JBLU
Jetblue Airways Corp

Industrials
154K
+ 178.11%
$4.82 - $8.09 $741K - $1.24M
240K $1.16M
MIR
Mirion Technologies, Inc.

Industrials
37K
+ 182.5%
$13.51 - $18.28 $501K - $677K
57.3K $831K
VFH
Vanguard Financial ETF

ETFs
3.11K
+ 4.1%
$114.07 - $127.34 $355K - $396K
78.9K $9.42M
WTS
Watts Water Technologies Inc

Industrials
2.31K
+ 26.26%
$195.28 - $224.67 $451K - $519K
11.1K $2.27M
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.94K
+ 13.1%
$45.85 - $53.59 $227K - $265K
42.7K $2.21M
NEAR
Blackrock Short Maturity Bond

ETFs
9.35K
New
$50.4 - $50.89 $471K - $476K
9.35K $475K
CRL
Charles River Laboratories International, Inc.

Healthcare
4.1K
+ 97.25%
$150.52 - $190.14 $617K - $779K
8.31K $1.25M
LSTR
Landstar System Inc

Industrials
3.84K
+ 79.9%
$146.63 - $177.82 $563K - $683K
8.65K $1.3M
L
Loews Corp

Financial Services
3.34K
+ 14.51%
$81.13 - $91.91 $271K - $307K
26.3K $2.42M
BBAX
J P Morgan Betabuilders Develo

ETFs
9.73K
New
$48.21 - $51.59 $469K - $502K
9.73K $473K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.9K
+ 3.33%
N/A
617K $14.6M
VLY
Valley National Bancorp

Financial Services
55K
+ 51.81%
$8.56 - $10.42 $471K - $573K
161K $1.43M
XP
Xp Inc.

Financial Services
31.1K
+ 136.93%
$11.05 - $15.69 $344K - $489K
53.9K $740K
GDV
Gabelli Dividend & Income Trust

Financial Services
19.5K
New
$23.47 - $25.3 $458K - $494K
19.5K $470K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
8.33K
+ 230.22%
$65.73 - $93.93 $547K - $782K
11.9K $793K
FBK
Fb Financial Corp

Financial Services
13.1K
+ 48.28%
$44.62 - $54.37 $586K - $714K
40.4K $1.87M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
16.6K
+ 58.58%
$23.43 - $25.55 $390K - $425K
45.1K $1.15M
KGC
Kinross Gold Corp

Basic Materials
15.4K
+ 18.86%
$9.69 - $12.61 $149K - $194K
97K $1.22M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.42K
+ 33.02%
$53.6 - $58.97 $505K - $556K
38K $2.08M
OLED
Universal Display Corp Pa

Technology
4K
+ 29.43%
$139.48 - $161.59 $558K - $647K
17.6K $2.46M
ASGN
Asgn Inc

Technology
9.71K
+ 132.55%
$63.02 - $93.96 $612K - $912K
17K $1.07M
VRNS
Varonis Systems Inc

Technology
13.3K
+ 67.3%
$39.16 - $46.84 $523K - $625K
33.2K $1.34M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.4K
+ 33.07%
$308.87 - $383.33 $433K - $537K
5.64K $1.84M
OBNK
Origin Bancorp, Inc.

Financial Services
14.3K
+ 38.88%
N/A
50.9K $1.64M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
5.25K
New
$81.58 - $109.72 $428K - $576K
5.25K $460K
DIOD
Diodes Inc

Technology
14.6K
+ 156.03%
$43.17 - $65.74 $630K - $960K
24K $1.03M
JLL
Jones Lang Lasalle Inc

Real Estate
1.95K
+ 36.21%
$238.0 - $284.76 $464K - $555K
7.33K $1.82M
FDVV
Fidelity High Dividend ETF

ETFs
9.16K
New
$48.86 - $52.28 $448K - $479K
9.16K $454K
PBA
Pembina Pipeline Corp

Energy
5.15K
+ 6.38%
$35.13 - $40.12 $181K - $206K
85.8K $3.43M
SCCO
Southern Copper Corp

Basic Materials
3.55K
+ 6.76%
$85.92 - $101.48 $305K - $360K
56.1K $5.24M
AR
Antero Resources Corp

Energy
7.97K
+ 33.07%
$33.64 - $41.42 $268K - $330K
32.1K $1.3M
PII
Polaris Inc.

Consumer Cyclical
38.6K
+ 57.07%
$40.9 - $58.36 $1.58M - $2.25M
106K $4.35M
IXC
Ishares Tr Global Energy ETF

ETFs
6.79K
+ 15.94%
$38.48 - $42.16 $261K - $286K
49.4K $2.08M
X
United States Steel Corp

Basic Materials
7.19K
+ 40.74%
$30.47 - $43.0 $219K - $309K
24.8K $1.05M
EBC
Eastern Bankshares, Inc.

Financial Services
36.2K
+ 21.39%
$15.29 - $19.15 $554K - $693K
206K $3.37M
TXT
Textron Inc

Industrials
8.44K
+ 22.29%
$70.19 - $81.2 $593K - $686K
46.3K $3.35M
VSH
Vishay Intertechnology Inc

Technology
32.2K
+ 51.77%
$15.9 - $19.1 $512K - $615K
94.4K $1.5M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
19K
+ 36.17%
$21.77 - $22.56 $413K - $428K
71.5K $1.61M
JOE
St Joe CO

Real Estate
9.48K
New
$43.61 - $49.45 $413K - $469K
9.48K $445K
CNP
Centerpoint Energy Inc

Utilities
3.16K
+ 4.3%
$30.87 - $36.25 $97.5K - $114K
76.6K $2.78M
NABL
N Able, Inc.

Technology
66.3K
+ 576.54%
$6.92 - $10.3 $459K - $683K
77.8K $551K
IMVT
Immunovant, Inc.

Healthcare
16.1K
+ 122.49%
N/A
29.2K $803K
FLMI
Franklin Dynamic Municipal Bon

ETFs
18.1K
New
$24.22 - $24.86 $439K - $450K
18.1K $442K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.38K
+ 5.21%
$47.39 - $54.26 $160K - $184K
68.3K $3.55M
ST
Sensata Technologies Holding PLC

Technology
18.2K
New
$24.27 - $30.0 $442K - $546K
18.2K $442K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email