Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DV
Double Verify Holdings, Inc.

Technology
21.8K
+ 27655.7%
$13.34 - $23.07 $291K - $504K
21.9K $293K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
18.2K
+ 135.21%
$10.88 - $14.75 $198K - $268K
31.6K $456K
TNET
Trinet Group, Inc.

Industrials
4.75K
+ 64.54%
$66.51 - $95.72 $316K - $454K
12.1K $958K
ERJ
Embraer S.A.

Industrials
4.1K
+ 38.14%
$37.11 - $56.4 $152K - $231K
14.8K $685K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.76K
+ 55.76%
$27.64 - $28.58 $270K - $279K
27.3K $779K
TGI
Triumph Group Inc

Industrials
10.9K
+ 503.19%
$18.35 - $25.5 $200K - $277K
13K $330K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
3.28K
+ 18.4%
$88.87 - $97.02 $291K - $318K
21.1K $1.92M
HNRG
Hallador Energy CO

Energy
23.4K
+ 1048.63%
$8.6 - $13.39 $201K - $314K
25.6K $314K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
13.1K
New
$22.0 - $30.03 $288K - $393K
13.1K $287K
PRAA
Pra Group Inc

Financial Services
13.9K
+ 1333.21%
$18.82 - $23.95 $262K - $334K
15K $308K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
14.3K
+ 34128.57%
$19.72 - $23.56 $283K - $338K
14.4K $283K
FR
First Industrial Realty Trust Inc

Real Estate
4.81K
+ 78.07%
$48.46 - $57.99 $233K - $279K
11K $591K
CTRE
Care Trust Reit, Inc.

Real Estate
6.44K
+ 10.01%
$24.93 - $29.13 $160K - $187K
70.7K $2.02M
PRVA
Privia Health Group, Inc.

Healthcare
6.59K
+ 14.3%
$19.64 - $25.69 $129K - $169K
52.6K $1.18M
LQDA
Liquidia Corp

Healthcare
18.9K
+ 13055.17%
$11.36 - $16.5 $215K - $312K
19.1K $281K
FRME
First Merchants Corp

Financial Services
6.42K
+ 17.8%
$37.99 - $45.25 $244K - $290K
42.5K $1.72M
REVG
Rev Group, Inc.

Industrials
8.89K
+ 130.33%
$27.3 - $35.58 $243K - $316K
15.7K $496K
AIR
Aar Corp

Industrials
5K
New
$55.99 - $72.21 $280K - $361K
5K $279K
KRO
Kronos Worldwide Inc

Basic Materials
37.2K
New
$7.38 - $10.03 $275K - $373K
37.2K $278K
OMI
Owens & Minor Inc

Healthcare
30.7K
New
$6.22 - $15.07 $191K - $462K
30.7K $277K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.3K
+ 13.5%
$175.5 - $209.86 $403K - $482K
19.3K $3.5M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
15.5K
+ 16.94%
$3.2 - $5.95 $49.5K - $92K
107K $585K
PODD
Insulet Corp

Healthcare
1.01K
+ 13.85%
$237.06 - $288.29 $238K - $290K
8.27K $2.17M
PCAR
Paccar Inc

Industrials
7.78K
+ 10.7%
$96.91 - $112.51 $754K - $876K
80.5K $7.84M
SAGE
Sage Therapeutics, Inc.

Healthcare
28.2K
+ 140.65%
$5.55 - $8.66 $157K - $244K
48.3K $383K
BEN
Franklin Resources Inc

Financial Services
15.9K
+ 51.0%
$18.92 - $22.24 $300K - $353K
47K $905K
CALX
Calix, Inc

Technology
7.46K
+ 66.78%
$29.4 - $42.17 $219K - $315K
18.6K $660K
TRIN
Trinity Capital Inc.

Financial Services
17.8K
New
$14.26 - $16.56 $254K - $295K
17.8K $270K
LASR
Nlight, Inc.

Technology
40K
+ 260.46%
$7.77 - $12.05 $311K - $482K
55.4K $430K
AMOT
Allied Motion Technologies Inc

Technology
9.63K
New
N/A
9.63K $268K
IYH
Ishares Tr

ETFs
2.39K
+ 5.22%
$58.32 - $62.76 $140K - $150K
48.2K $2.94M
NPO
Enpro Industries, Inc

Industrials
2.05K
+ 32.68%
$161.21 - $207.46 $331K - $426K
8.34K $1.35M
NIC
Nicolet Bankshares Inc

Financial Services
1.98K
+ 14.88%
$100.7 - $119.94 $199K - $237K
15.3K $1.66M
AMPL
Amplitude, Inc.

Technology
27.3K
+ 68.68%
$10.19 - $14.44 $278K - $394K
67K $682K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
7.79K
+ 42.33%
$33.7 - $43.19 $263K - $337K
26.2K $980K
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.32K
+ 126.96%
$59.43 - $63.22 $257K - $273K
7.73K $468K
TW
Tradeweb Markets Inc.

Financial Services
1.13K
+ 20.88%
$123.42 - $148.46 $139K - $167K
6.53K $968K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
11.4K
New
$23.03 - $23.17 $262K - $264K
11.4K $262K
TMP
Tompkins Financial Corp

Financial Services
4.7K
+ 65.6%
$62.44 - $72.73 $294K - $342K
11.9K $747K
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.21K
+ 11.41%
$36.91 - $41.03 $155K - $173K
41.1K $1.63M
NFBK
Northfield Bancorp, Inc.

Financial Services
28.6K
+ 40.3%
$10.87 - $12.25 $311K - $351K
99.6K $1.09M
BY
Byline Bancorp, Inc.

Financial Services
13.4K
+ 42.59%
$25.9 - $30.22 $347K - $405K
44.9K $1.17M
FIP
Ftai Infrastructure LLC
64.4K
+ 539.12%
$4.53 - $8.41 $292K - $542K
76.4K $345K
KNSL
Kinsale Capital Group, Inc.

Financial Services
361
+ 9.26%
$416.48 - $494.72 $150K - $179K
4.26K $2.07M
MGTX
Meira G Tx Holdings PLC

Healthcare
38.2K
New
$5.71 - $8.25 $218K - $315K
38.2K $259K
TITN
Titan Machinery Inc.

Industrials
15.2K
New
$13.64 - $19.31 $207K - $293K
15.2K $258K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
4.61K
+ 67.46%
N/A
11.4K $638K
SIG
Signet Jewelers LTD

Consumer Cyclical
8.03K
+ 87.08%
$46.42 - $78.03 $373K - $626K
17.2K $1M
OEC
Orion Engineered Carbons S.A.

Basic Materials
25.9K
+ 93.56%
$12.74 - $15.33 $331K - $398K
53.7K $694K
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