Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMED
Amedisys Inc

Healthcare
4.13K
+ 45.13%
$90.44 - $92.9 $373K - $383K
13.3K $1.23M
EGP
Eastgroup Properties Inc

Real Estate
1.93K
+ 52.67%
$155.63 - $187.46 $301K - $362K
5.6K $986K
PD
Pager Duty, Inc.

Technology
21.8K
+ 7733.69%
$15.61 - $19.68 $340K - $429K
22.1K $403K
GHC
Graham Holdings CO

Consumer Defensive
91
+ 2.61%
$854.34 - $983.77 $77.7K - $89.5K
3.58K $3.44M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.44K
+ 21.18%
$159.75 - $208.61 $231K - $301K
8.26K $1.68M
IBOC
International Bancshares Corp

Financial Services
6.31K
+ 99.28%
$60.62 - $67.91 $382K - $428K
12.7K $798K
HLI
Houlihan Lokey, Inc.

Financial Services
2.81K
+ 60.36%
$154.43 - $187.4 $433K - $526K
7.46K $1.2M
VSEC
Vse Corp

Industrials
3.28K
+ 19294.12%
$90.47 - $125.62 $297K - $412K
3.3K $395K
SAIC
Science Applications International Corp

Technology
3.39K
+ 13.82%
$95.77 - $119.82 $325K - $406K
27.9K $3.14M
ANSS
Ansys Inc

Technology
1.91K
+ 18.75%
$316.56 - $360.36 $604K - $688K
12.1K $3.83M
TRS
Trimas Corp

Consumer Cyclical
18.1K
+ 65.56%
$20.49 - $25.42 $371K - $461K
45.8K $1.07M
IFRA
Ishares Tr

ETFs
20.2K
+ 4.74%
$44.8 - $49.25 $907K - $997K
448K $20.2M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
9.75K
+ 87.47%
$42.69 - $52.91 $416K - $516K
20.9K $905K
SHOP
Shopify Inc.

Technology
37.9K
+ 12.74%
$90.59 - $129.31 $3.43M - $4.9M
335K $32M
ALGM
Allegro Microsystems, Inc.

Technology
14.1K
+ 130.9%
$21.77 - $28.31 $306K - $398K
24.8K $623K
ROL
Rollins Inc

Consumer Cyclical
4.23K
+ 20.3%
$45.65 - $54.03 $193K - $229K
25.1K $1.35M
CCK
Crown Holdings Inc

Consumer Cyclical
888
+ 1.89%
$78.77 - $91.74 $69.9K - $81.5K
47.8K $4.26M
STRA
Strategic Education, Inc.

Consumer Defensive
4.61K
New
$79.14 - $103.46 $365K - $477K
4.61K $387K
IWY
Ishares Tr Russell 200 Growth

ETFs
3.05K
+ 28.83%
$210.19 - $243.33 $641K - $742K
13.6K $2.88M
ATRO
Astronics Corp

Industrials
15.9K
New
$15.6 - $26.5 $249K - $422K
15.9K $385K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10.5K
New
N/A
10.5K $384K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.17K
+ 13.34%
$192.82 - $222.1 $1.19M - $1.37M
52.4K $10.1M
CIB
Bancolombia Sa

Financial Services
5.05K
+ 24.36%
$31.99 - $44.29 $162K - $224K
25.8K $1.04M
CMPR
Cimpress PLC

Communication Services
12.1K
+ 195.94%
$41.88 - $74.85 $505K - $903K
18.2K $824K
AKRO
Akero Therapeutics, Inc.

Healthcare
5.19K
+ 38.45%
$21.87 - $57.56 $114K - $299K
18.7K $756K
PCOR
Procore Technologies, Inc.

Technology
6.41K
+ 134.71%
$65.21 - $88.33 $418K - $566K
11.2K $737K
ITA
Ishares Tr

ETFs
783
+ 2.34%
$144.84 - $159.5 $113K - $125K
34.3K $5.25M
CRVL
Corvel Corp

Financial Services
3.34K
+ 48.18%
$103.48 - $128.46 $346K - $429K
10.3K $1.15M
XPEV
Xpeng Inc.

Consumer Cyclical
272
+ 0.65%
$11.55 - $26.34 $3.14K - $7.16K
42.2K $874K
AER
Aer Cap Holdings N.V.

Industrials
1.87K
+ 6.41%
$94.11 - $105.78 $176K - $197K
31K $3.17M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
33.6K
+ 95.84%
$11.17 - $11.61 $376K - $391K
68.7K $772K
PDFS
Pdf Solutions Inc

Technology
24.6K
+ 204.45%
$19.11 - $29.12 $470K - $716K
36.6K $699K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7K
+ 15.32%
$45.56 - $47.23 $319K - $330K
52.6K $2.48M
UI
Ubiquiti Inc.

Technology
1.42K
+ 45.37%
$300.93 - $431.11 $428K - $613K
4.56K $1.41M
HLX
Helix Energy Solutions Group Inc

Energy
45.9K
+ 362.11%
$7.76 - $9.68 $356K - $444K
58.5K $486K
BC
Brunswick Corp

Consumer Cyclical
7.47K
+ 225.91%
$53.49 - $70.51 $400K - $527K
10.8K $580K
WFRD
Weatherford International PLC

Energy
7.95K
+ 240.41%
$51.89 - $74.8 $412K - $595K
11.3K $602K
FFIV
F5, Inc.

Technology
1.05K
+ 17.95%
$251.75 - $310.6 $264K - $325K
6.88K $1.83M
FELE
Franklin Electric CO Inc

Industrials
4.33K
+ 37.42%
$93.38 - $106.03 $404K - $459K
15.9K $1.49M
GMS
Gms Inc.

Industrials
6.21K
+ 81.11%
$70.36 - $86.13 $437K - $535K
13.9K $1.01M
RCI
Rogers Communications Inc

Communication Services
20.4K
+ 45.05%
$26.73 - $31.05 $545K - $633K
65.7K $1.75M
UTZ
Utz Brands, Inc.

Consumer Defensive
29.4K
+ 94.24%
$13.18 - $15.15 $387K - $445K
60.5K $852K
BBUC
Brookfield Business Corp

Financial Services
9.54K
+ 16.44%
$23.14 - $27.83 $221K - $266K
67.6K $1.8M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
33.6K
+ 167.02%
$10.55 - $11.13 $355K - $374K
53.7K $575K
TRMB
Trimble Inc.

Technology
8.23K
+ 23.01%
$65.52 - $77.49 $539K - $638K
44K $2.89M
NHC
National Healthcare Corp

Healthcare
4.59K
+ 100.7%
$90.37 - $106.8 $415K - $490K
9.14K $848K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.23K
+ 90.95%
$89.88 - $110.11 $290K - $355K
6.78K $681K
PATK
Patrick Industries Inc

Consumer Cyclical
4.15K
+ 108.46%
$82.13 - $97.92 $341K - $407K
7.98K $674K
PNW
Pinnacle West Capital Corp

Utilities
878
+ 3.37%
$81.76 - $95.25 $71.8K - $83.6K
26.9K $2.56M
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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