Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
7.56K
+ 33.28%
$56.63 - $59.39 $428K - $449K
30.3K $1.74M
CMS
Cms Energy Corp

Utilities
1.28K
+ 3.12%
$64.99 - $75.11 $82.9K - $95.8K
42.1K $3.16M
HWC
Hancock Whitney Corp

Financial Services
9.06K
+ 58.05%
$49.61 - $61.03 $450K - $553K
24.7K $1.29M
AGL
Agilon Health, Inc.

Healthcare
45.7K
+ 45.86%
$1.92 - $4.61 $87.8K - $211K
145K $629K
AM
Antero Midstream Corp

Energy
7.27K
+ 6.84%
$15.47 - $18.04 $112K - $131K
114K $2.04M
LECO
Lincoln Electric Holdings Inc

Industrials
2.2K
+ 17.17%
$180.51 - $216.81 $398K - $478K
15K $2.84M
CBRE
Cbre Group, Inc.

Real Estate
3.51K
+ 8.27%
$121.79 - $147.13 $427K - $516K
45.9K $6.01M
PSA
Public Storage

Real Estate
1.47K
+ 6.53%
$288.99 - $313.98 $426K - $463K
24K $7.2M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
7.37K
+ 6.18%
$46.26 - $47.48 $341K - $350K
127K $5.99M
RGLD
Royal Gold Inc

Basic Materials
970
+ 11.08%
$132.55 - $163.51 $129K - $159K
9.73K $1.59M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
112K
+ 931.6%
$4.07 - $5.99 $458K - $674K
125K $506K
TLT
Ishares Barclays 20+ Year Trea

ETFs
688
+ 0.68%
$85.29 - $92.57 $58.7K - $63.7K
101K $9.21M
NI
Nisource Inc.

Utilities
6.24K
+ 11.35%
$35.57 - $41.23 $222K - $257K
61.2K $2.45M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.04K
+ 64.34%
$63.91 - $70.19 $386K - $424K
15.4K $1.04M
TME
Tencent Music Entertainment Group

Communication Services
12.7K
+ 15.7%
$10.28 - $15.09 $131K - $192K
93.9K $1.35M
NCR
Ncr Corp

Technology
27.4K
+ 51.72%
N/A
80.4K $1.27M
EXR
Extra Space Storage Inc.

Real Estate
3.02K
+ 19.19%
$143.8 - $161.28 $434K - $487K
18.8K $2.79M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
42K
+ 38.76%
$10.61 - $16.49 $446K - $692K
150K $1.87M
ALG
Alamo Group Inc

Industrials
2.52K
+ 110.03%
$172.9 - $190.49 $436K - $480K
4.81K $857K
BWMN
Bowman Consulting Group Ltd.

Industrials
19.7K
+ 29909.09%
$18.39 - $26.53 $363K - $524K
19.8K $432K
FUL
Fuller H B CO

Basic Materials
10K
+ 85.45%
$52.88 - $64.28 $530K - $644K
21.7K $1.22M
JMBS
Janus Detroit Str Tr Henderson

ETFs
9.47K
New
$43.53 - $45.42 $412K - $430K
9.47K $428K
BROS
Dutch Bros Inc.

Consumer Cyclical
5.23K
+ 46.81%
$55.77 - $85.37 $291K - $446K
16.4K $1.01M
HROW
Harrow Health, Inc.

Healthcare
19.1K
+ 161.43%
$22.22 - $36.67 $425K - $701K
31K $823K
TEX
Terex Corp

Industrials
14.4K
+ 104.65%
$37.65 - $48.97 $541K - $703K
28.1K $1.06M
YORW
York Water CO

Utilities
12.1K
+ 824.62%
$30.03 - $35.0 $363K - $423K
13.6K $470K
LEN
Lennar Corp

Consumer Cyclical
7.67K
+ 36.14%
$113.93 - $141.54 $874K - $1.09M
28.9K $3.32M
TRU
Trans Union

Industrials
6.28K
+ 60.49%
$80.45 - $100.25 $505K - $630K
16.7K $1.38M
KWR
Quaker Chemical Corp

Basic Materials
3.78K
+ 136.3%
$123.61 - $145.39 $467K - $550K
6.56K $810K
PAYC
Paycom Software, Inc.

Technology
1.43K
+ 18.5%
$199.42 - $225.82 $285K - $323K
9.17K $2M
CHD
Church & Dwight CO Inc

Consumer Defensive
921
+ 1.58%
$101.42 - $113.2 $93.4K - $104K
59.3K $6.53M
KEYS
Keysight Technologies, Inc.

Technology
4.43K
+ 19.41%
$148.16 - $185.11 $656K - $819K
27.2K $4.08M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
7.49K
+ 24.62%
$58.09 - $67.05 $435K - $502K
37.9K $2.28M
MYE
Myers Industries Inc

Consumer Cyclical
33.7K
+ 293.06%
$9.74 - $13.12 $328K - $442K
45.1K $538K
CBSH
Commerce Bancshares Inc

Financial Services
6.92K
+ 2.74%
$58.85 - $68.59 $407K - $474K
259K $16.1M
FHN
First Horizon Corp

Financial Services
24.1K
+ 29.17%
$17.7 - $22.43 $427K - $542K
107K $2.08M
LEA
Lear Corp

Consumer Cyclical
5.31K
+ 59.05%
$87.96 - $99.36 $467K - $527K
14.3K $1.26M
CHE
Chemed Corp

Healthcare
324
+ 13.11%
$521.84 - $615.32 $169K - $199K
2.8K $1.72M
MPW
Medical Properties Trust Inc

Real Estate
11.1K
+ 6.82%
$3.83 - $6.21 $42.7K - $69.2K
175K $1.05M
SPXC
Spx Corp

Industrials
5.37K
+ 31.47%
$128.78 - $154.37 $691K - $829K
22.4K $2.89M
PFFV
Global X Variable Rate Preferr

Technology
16.4K
+ 8.12%
$23.51 - $24.14 $385K - $395K
218K $5.16M
PR
Permian Resources Corporation

Energy
32K
+ 44.37%
$12.33 - $16.0 $395K - $512K
104K $1.44M
ESNT
Essent Group Ltd.

Financial Services
6.44K
+ 62.66%
$53.6 - $59.25 $345K - $381K
16.7K $964K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.06K
New
$99.16 - $99.52 $403K - $404K
4.06K $404K
BLD
Top Build Corp

Industrials
1.5K
+ 17.64%
$295.17 - $354.82 $442K - $531K
9.98K $3.04M
WDFC
Wd 40 CO

Basic Materials
1.62K
+ 33.37%
$226.67 - $250.92 $367K - $406K
6.46K $1.58M
FICO
Fair Isaac Corp

Technology
581
+ 12.71%
$1695.35 - $2030.47 $985K - $1.18M
5.15K $9.5M
VNT
Vontier Corp

Technology
14.4K
+ 70.43%
$32.1 - $40.32 $463K - $582K
34.9K $1.15M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
10.7K
+ 27.49%
$24.1 - $27.73 $257K - $295K
49.4K $1.34M
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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