Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CNK
Cinemark Holdings, Inc.

Communication Services
12.6K
+ 80.24%
$24.54 - $33.77 $310K - $426K
28.4K $855K
EWA
Ishares Msci Australia ETF

ETFs
10.9K
+ 17.7%
$20.82 - $26.71 $226K - $290K
72.2K $1.9M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
632
+ 3.82%
$153.22 - $199.8 $96.8K - $126K
17.2K $3.22M
OTEX
Open Text Corp

Technology
13.2K
+ 66.26%
$23.04 - $29.2 $303K - $384K
33K $963K
HSY
Hershey CO

Consumer Defensive
5.13K
+ 6.67%
$151.29 - $173.13 $776K - $888K
82.1K $13.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
690
+ 2.27%
$186.58 - $225.78 $129K - $156K
31.1K $6.77M
DHIL
Diamond Hill Investment Group Inc

Financial Services
3.13K
+ 139.32%
$125.49 - $145.8 $393K - $457K
5.38K $781K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
7.21K
New
$61.48 - $65.6 $443K - $473K
7.21K $460K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.1K
+ 7.43%
$47.42 - $51.67 $526K - $573K
160K $8.14M
KWR
Quaker Chemical Corp

Basic Materials
4.76K
+ 72.63%
$97.26 - $124.36 $463K - $592K
11.3K $1.27M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
10.7K
+ 37.83%
$34.1 - $47.63 $363K - $507K
38.8K $1.74M
MTZ
Mastec Inc

Industrials
1.03K
+ 19.91%
$106.07 - $171.99 $110K - $178K
6.22K $1.06M
MT
Arcelor Mittal

Basic Materials
8.77K
+ 13.45%
$23.47 - $31.65 $206K - $278K
74K $2.34M
USPH
U S Physical Therapy Inc

Healthcare
5.46K
+ 114.8%
$65.08 - $79.84 $355K - $436K
10.2K $799K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
12.5K
New
$31.06 - $39.3 $388K - $491K
12.5K $454K
MFC
Manulife Financial Corp

Financial Services
8.51K
+ 3.83%
$26.93 - $32.44 $229K - $276K
231K $7.38M
LAMR
Lamar Advertising CO

Real Estate
2.91K
+ 22.04%
$102.35 - $121.67 $297K - $353K
16.1K $1.95M
UEC
Uranium Energy Corp

Energy
35.6K
+ 34.07%
$4.0 - $7.05 $142K - $251K
140K $952K
XRX
Xerox Holdings Corp

Technology
81.1K
+ 148.99%
$3.64 - $5.95 $295K - $483K
136K $714K
PSMT
Pricesmart Inc

Consumer Defensive
2.77K
+ 29.45%
$82.12 - $108.35 $227K - $300K
12.2K $1.28M
NVAX
Novavax Inc

Healthcare
72.2K
+ 214.56%
$5.43 - $7.74 $392K - $559K
106K $666K
RYAAY
Ryanair Holdings PLC

Industrials
4.81K
+ 42.53%
$39.21 - $57.84 $188K - $278K
16.1K $928K
SCL
Stepan CO

Basic Materials
8.22K
+ 90.82%
$45.26 - $56.69 $372K - $466K
17.3K $943K
WOR
Worthington Industries Inc

Industrials
3.32K
+ 19.38%
$44.09 - $63.81 $146K - $212K
20.5K $1.3M
CLH
Clean Harbors Inc

Industrials
1.33K
+ 32.87%
$182.1 - $233.5 $241K - $309K
5.36K $1.24M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1
+ 0.0%
$52.66 - $64.01 $52.7 - $64
93.9K $6.01M
BYRN
Byrna Technologies Inc.

Industrials
7.92K
+ 56.15%
$14.96 - $33.14 $119K - $263K
22K $680K
MP
Mp Materials Corp.

Basic Materials
1.39K
+ 3.11%
$18.77 - $37.74 $26.2K - $52.6K
46.2K $1.54M
WRLD
World Acceptance Corp

Financial Services
2.01K
+ 70.59%
$112.54 - $169.1 $226K - $339K
4.85K $800K
SNV
Synovus Financial Corp

Financial Services
3.53K
+ 6.88%
$38.27 - $51.75 $135K - $183K
54.9K $2.84M
WRBY
Warby Parker Inc.

Healthcare
20K
New
$14.0 - $22.6 $280K - $452K
20K $438K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
9.51K
+ 39.92%
$38.16 - $46.72 $363K - $444K
33.3K $1.47M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.3K
New
$37.18 - $42.55 $383K - $438K
10.3K $438K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.83K
+ 87.01%
$66.89 - $111.18 $189K - $315K
6.09K $676K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
4.89K
+ 39.64%
$46.95 - $68.11 $230K - $333K
17.2K $1.09M
OEF
Ishares S&P 100 ETF

ETFs
1.64K
+ 3.7%
N/A
45.9K $12.2M
AWI
Armstrong World Industries Inc

Industrials
349
+ 1.99%
$126.1 - $163.12 $44K - $56.9K
17.9K $2.91M
LEU
Centrus Energy Corp

Energy
2.37K
New
$54.43 - $208.81 $129K - $495K
2.37K $434K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
14K
New
$21.88 - $31.06 $307K - $435K
14K $430K
AN
Autonation, Inc.

Consumer Cyclical
511
+ 5.73%
$155.71 - $201.03 $79.6K - $103K
9.43K $1.87M
COMM
Comm Scope Holding Company, Inc.

Technology
46.8K
+ 352.99%
$3.02 - $8.28 $141K - $388K
60.1K $497K
CCI
Crown Castle International Corp

Real Estate
5.07K
+ 8.04%
$94.83 - $107.06 $481K - $543K
68.1K $7M
NHC
National Healthcare Corp

Healthcare
2.76K
+ 30.16%
$89.91 - $109.05 $248K - $301K
11.9K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.67K
+ 3.62%
$51.14 - $57.0 $444K - $494K
249K $14.1M
HII
Huntington Ingalls Industries, Inc.

Industrials
472
+ 5.72%
$183.31 - $241.46 $86.5K - $114K
8.73K $2.11M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.71K
+ 10.6%
$30.7 - $44.12 $144K - $208K
49.1K $2.14M
SLG
Sl Green Realty Corp

Real Estate
6.8K
New
$47.9 - $65.94 $326K - $448K
6.8K $420K
KEY
Keycorp

Financial Services
13.5K
+ 10.46%
$13.23 - $17.42 $179K - $235K
143K $2.48M
QBTS
D Wave Quantum Inc.

Technology
19.8K
+ 108.43%
$6.22 - $19.04 $123K - $377K
38.1K $557K
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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