Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRK
Park National Corp

Financial Services
1.23K
+ 9.21%
$141.75 - $170.63 $175K - $210K
14.6K $2.44M
ISCG
Ishares Morningstar Small Cap

ETFs
6.34K
+ 28.79%
$39.44 - $49.76 $250K - $315K
28.3K $1.41M
STOK
Stoke Therapeutics, Inc.

Healthcare
31.6K
+ 250.97%
$5.9 - $11.84 $187K - $374K
44.2K $501K
SSO
Proshares Ultra S&P 500

ETFs
333
+ 1.29%
$64.8 - $97.72 $21.6K - $32.5K
26.1K $2.55M
SWX
Southwest Gas Holdings, Inc.

Utilities
5.13K
+ 37.77%
$66.91 - $76.44 $343K - $392K
18.7K $1.39M
FXE
Invesco Currency Shares Euro Trust

ETFs
3.84K
New
$99.56 - $108.79 $382K - $418K
3.84K $417K
SOXL
Direxion Daily Semiconductor B

ETFs
6.73K
+ 25.02%
$8.25 - $25.2 $55.5K - $170K
33.6K $844K
MRNA
Moderna, Inc.

Healthcare
17.5K
+ 19.45%
$23.65 - $28.54 $414K - $500K
108K $2.97M
LMND
Lemonade, Inc.

Financial Services
6.87K
+ 74.09%
$25.12 - $45.79 $172K - $314K
16.1K $706K
MRCY
Mercury Systems Inc

Industrials
5.67K
+ 55.74%
$41.52 - $53.87 $235K - $305K
15.8K $853K
MTG
Mgic Investment Corp

Financial Services
12.2K
+ 51.29%
$22.43 - $28.1 $275K - $344K
36.1K $1.01M
TFX
Teleflex Inc

Healthcare
4.48K
+ 76.48%
$117.53 - $141.38 $527K - $633K
10.3K $1.22M
SPTN
Spartan Nash CO

Consumer Defensive
9.73K
+ 38.68%
$17.62 - $26.57 $171K - $258K
34.9K $923K
EUFN
Ishares Msci Europe Financials

ETFs
8.65K
+ 19.91%
$24.77 - $32.27 $214K - $279K
52.1K $1.65M
CNA
Cna Financial Corp

Financial Services
10.8K
+ 48.92%
$45.03 - $50.88 $488K - $552K
33K $1.54M
R
Ryder System Inc

Industrials
66
+ 0.25%
$130.14 - $160.88 $8.59K - $10.6K
26.3K $4.18M
URA
Global X Uranium ETF

ETFs
4.04K
+ 25.53%
$20.26 - $38.81 $81.8K - $157K
19.9K $770K
WELL
Welltower Inc.

Real Estate
2.04K
+ 1.15%
$136.49 - $155.22 $279K - $317K
180K $27.7M
BHF
Brighthouse Financial, Inc.

Financial Services
8.57K
+ 66.29%
$47.29 - $61.15 $405K - $524K
21.5K $1.16M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.13K
+ 39.22%
$44.23 - $62.66 $182K - $259K
14.6K $917K
MRC
Mrc Global Inc.

Energy
29.6K
New
$9.46 - $14.89 $280K - $441K
29.6K $406K
CRUS
Cirrus Logic, Inc.

Technology
3.26K
+ 22.6%
$77.43 - $107.58 $252K - $350K
17.7K $1.84M
MEG
Montrose Environmental Group, Inc.

Industrials
1.89K
+ 3.97%
$10.74 - $23.62 $20.3K - $44.7K
49.5K $1.08M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.03K
+ 9.5%
$60.47 - $79.12 $123K - $161K
23.4K $1.8M
IESC
Ies Holdings, Inc.

Industrials
588
+ 33.45%
$160.58 - $296.23 $94.4K - $174K
2.35K $694K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
15.5K
+ 61.28%
$18.77 - $27.82 $291K - $431K
40.8K $992K
W
Wayfair Inc.

Consumer Cyclical
1.86K
+ 11.6%
$24.14 - $51.22 $45K - $95.4K
17.9K $916K
KFRC
Kforce Inc

Industrials
13.7K
+ 65.3%
$36.59 - $49.86 $503K - $685K
34.8K $1.43M
ARCC
Ares Capital Corp

Financial Services
20.5K
+ 8.51%
$18.91 - $22.43 $387K - $459K
261K $5.73M
QRVO
Qorvo, Inc.

Technology
1.37K
+ 6.04%
$50.81 - $84.91 $69.6K - $116K
24K $2.04M
RNW
Re New Energy Global PLC

Utilities
53.5K
+ 178.94%
$5.61 - $7.06 $300K - $378K
83.4K $576K
VRT
Vertiv Holdings CO

Industrials
4.58K
+ 8.19%
N/A
60.5K $5.25M
SON
Sonoco Products CO

Consumer Cyclical
10.3K
+ 71.99%
$40.6 - $47.93 $419K - $494K
24.6K $1.07M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.92K
New
$48.48 - $67.3 $287K - $398K
5.92K $397K
JBHT
Hunt J B Transport Services Inc

Industrials
3.39K
+ 16.38%
$124.73 - $152.78 $423K - $518K
24.1K $3.46M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
22.5K
+ 111.76%
$22.96 - $28.29 $516K - $636K
42.6K $978K
FLO
Flowers Foods Inc

Consumer Defensive
137K
+ 23.11%
$15.86 - $19.21 $2.17M - $2.63M
730K $11.7M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
17.1K
New
$10.88 - $23.17 $187K - $397K
17.1K $394K
FTS
Fortis Inc.

Utilities
5K
+ 6.88%
$44.42 - $49.76 $222K - $249K
77.7K $3.71M
RTO
Rentokil Initial PLC

Industrials
16.4K
New
$19.89 - $24.42 $326K - $400K
16.4K $393K
TRUP
Trupanion, Inc.

Financial Services
4.45K
+ 55.25%
$32.91 - $56.45 $147K - $251K
12.5K $692K
DNLI
Denali Therapeutics Inc.

Healthcare
27.1K
+ 88.71%
$11.47 - $16.65 $311K - $451K
57.7K $806K
ACVA
Acv Auctions Inc.

Consumer Cyclical
20.2K
+ 68.89%
$12.82 - $17.04 $259K - $345K
49.6K $804K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
7.28K
+ 58.13%
$35.46 - $44.91 $258K - $327K
19.8K $877K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.01K
+ 1.93%
$72.61 - $88.75 $73K - $89.3K
53K $4.71M
XPO
Xpo Logistics, Inc.

Industrials
1.83K
+ 22.31%
$91.46 - $128.1 $168K - $235K
10.1K $1.27M
SMTC
Semtech Corp

Technology
2.73K
+ 11.19%
$24.34 - $45.62 $66.4K - $124K
27.1K $1.22M
SQ
Block, Inc.

Technology
6.73K
+ 9.37%
N/A
78.5K $4.49M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
19.2K
+ 72.52%
$9.99 - $16.97 $192K - $326K
45.7K $721K
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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