Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
22.7K
+ 1.81%
$86.93 - $109.64 $1.98M - $2.49M
1.28M $140M
BA
Boeing CO

Industrials
24.4K
+ 8.04%
$136.59 - $217.51 $3.33M - $5.3M
328K $68.7M
COST
Costco Wholesale Corp

Consumer Defensive
6.18K
+ 2.59%
$908.13 - $1056.85 $5.61M - $6.53M
245K $242M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
40K
+ 7.0%
$104.23 - $134.39 $4.17M - $5.37M
611K $82.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
284K
+ 15.74%
$23.2 - $29.84 $6.59M - $8.48M
2.09M $62.3M
SNOW
Snowflake Inc.

Technology
17.8K
+ 11.87%
$130.53 - $223.77 $2.33M - $3.99M
168K $37.6M
PM
Philip Morris International Inc.

Consumer Defensive
27.4K
+ 6.2%
$149.23 - $184.95 $4.09M - $5.06M
469K $85.3M
CEG
Constellation Energy Corp

Utilities
16.2K
+ 19.47%
$170.96 - $322.76 $2.76M - $5.22M
99.1K $32M
XLK
Technology Sector Spdr

ETFs
20K
+ 9.48%
$179.73 - $253.23 $3.59M - $5.06M
231K $58.5M
AMAT
Applied Materials Inc

Technology
33.7K
+ 14.95%
$126.95 - $183.52 $4.27M - $6.18M
259K $47.4M
CSCO
Cisco Systems, Inc.

Technology
50.6K
+ 3.64%
$53.19 - $69.38 $2.69M - $3.51M
1.44M $99.9M
GE
General Electric CO

Industrials
1.97K
+ 0.83%
$166.81 - $257.39 $328K - $506K
238K $61.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.47K
+ 33.08%
$4164.15 - $5789.24 $6.11M - $8.49M
5.9K $34.2M
INTU
Intuit Inc

Technology
2.76K
+ 4.44%
$544.07 - $787.63 $1.5M - $2.17M
64.9K $51.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
140K
+ 3.08%
$20.42 - $25.3 $2.86M - $3.54M
4.69M $119M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
45K
+ 4.05%
$62.73 - $78.42 $2.82M - $3.53M
1.16M $89.6M
OKTA
Okta, Inc.

Technology
120K
+ 136.28%
$91.24 - $127.3 $10.9M - $15.2M
207K $20.7M
SPYG
Spdr Portfolio

ETFs
4.62K
+ 0.63%
$71.83 - $95.32 $332K - $440K
735K $70.1M
AXP
American Express CO

Financial Services
6.81K
+ 3.71%
$231.39 - $318.98 $1.58M - $2.17M
190K $60.7M
TT
Trane Technologies PLC

Industrials
6.09K
+ 7.06%
$315.21 - $437.41 $1.92M - $2.67M
92.4K $40.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
172K
+ 32.11%
$37.77 - $46.15 $6.5M - $7.94M
708K $32.7M
CDNS
Cadence Design Systems Inc

Technology
26.5K
+ 53.09%
$231.64 - $323.08 $6.15M - $8.57M
76.5K $23.6M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
66.3K
+ 3.56%
$30.87 - $39.17 $2.05M - $2.6M
1.93M $75.6M
VXF
Vanguard Extended Market ETF

ETFs
2.56K
+ 0.53%
$150.43 - $192.71 $385K - $493K
482K $92.9M
NRG
Nrg Energy, Inc.

Utilities
4.81K
+ 3.3%
$83.61 - $162.67 $402K - $783K
151K $24.2M
SHOP
Shopify Inc.

Technology
31.1K
+ 9.27%
$76.89 - $115.35 $2.39M - $3.59M
366K $42.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.5K
+ 1.36%
$54.19 - $67.22 $1M - $1.24M
1.38M $92.5M
MAR
Marriott International Inc

Consumer Cyclical
24.1K
+ 25.91%
$211.12 - $274.14 $5.09M - $6.61M
117K $32M
UBER
Uber Technologies, Inc

Technology
25.8K
+ 7.21%
$64.62 - $93.3 $1.67M - $2.41M
383K $35.8M
SUB
Ishares Short Term National Mu

ETFs
70.8K
+ 2.76%
$104.77 - $106.34 $7.41M - $7.52M
2.64M $280M
RDY
Dr Reddys Laboratories LTD

Healthcare
561K
+ 105.0%
$12.36 - $16.17 $6.93M - $9.07M
1.09M $16.5M
KLAC
Kla Corp

Technology
78
+ 0.18%
$576.53 - $902.94 $45K - $70.4K
42.4K $37.9M
MS
Morgan Stanley

Financial Services
18.8K
+ 6.94%
$99.83 - $140.86 $1.87M - $2.64M
289K $40.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.24K
+ 1.89%
$104.34 - $138.68 $755K - $1M
390K $54.1M
RBLX
Roblox Corp

Communication Services
6.29K
+ 3.49%
$51.22 - $105.59 $322K - $664K
186K $19.6M
V
Visa Inc.

Financial Services
17.1K
+ 2.68%
$308.27 - $373.31 $5.27M - $6.38M
654K $232M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.37K
+ 0.33%
$52.84 - $65.52 $231K - $286K
1.32M $86.3M
RTX
Raytheon Technologies Corp

Industrials
11.1K
+ 2.1%
$113.75 - $148.48 $1.26M - $1.64M
538K $78.5M
SPOT
Spotify Technology S.A.

Communication Services
4.94K
+ 22.91%
$503.3 - $775.9 $2.48M - $3.83M
26.5K $20.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
104K
+ 20.79%
$75.05 - $77.34 $7.84M - $8.08M
607K $46.9M
APP
App Lovin Corp

Technology
5.23K
+ 6.81%
$219.37 - $417.89 $1.15M - $2.19M
82K $28.7M
WFC
Wells Fargo & Company

Financial Services
4.29K
+ 0.45%
$60.98 - $80.12 $262K - $344K
948K $75.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
136K
+ 6.46%
$19.1 - $23.83 $2.59M - $3.23M
2.24M $53.3M
ISRG
Intuitive Surgical Inc

Healthcare
5.85K
+ 6.0%
$451.58 - $565.94 $2.64M - $3.31M
103K $56.2M
SAP
Sap Se

Technology
12.3K
+ 10.76%
$237.53 - $309.8 $2.93M - $3.82M
127K $38.5M
MA
Mastercard Inc

Financial Services
8.03K
+ 3.41%
$479.92 - $590.74 $3.85M - $4.74M
244K $137M
VT
Vanguard Total World Stk Index

ETFs
28.9K
+ 9.5%
$103.16 - $128.52 $2.98M - $3.71M
333K $42.8M
ON
On Semiconductor Corp

Technology
134K
+ 358.07%
$31.95 - $54.21 $4.29M - $7.28M
172K $9.01M
AXON
Axon Enterprise, Inc.

Industrials
1.57K
+ 7.87%
$497.13 - $827.94 $781K - $1.3M
21.5K $17.8M
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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