Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWX
Ishares Tr Russell 200 Value E

ETFs
3.12K
New
$78.54 - $84.86 $245K - $265K
3.12K $256K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
17.4K
+ 16.2%
$37.35 - $43.35 $649K - $753K
125K $4.72M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
196K
+ 489.79%
$1.59 - $3.24 $312K - $636K
237K $376K
AVPT
Ave Point, Inc.

Technology
21.6K
+ 78.78%
$13.5 - $19.8 $291K - $427K
48.9K $706K
GNTY
Guaranty Bancshares Inc

Financial Services
6.35K
New
$32.67 - $42.34 $207K - $269K
6.35K $254K
EMB
Ishares Tr

ETFs
2.62K
+ 25.41%
$88.64 - $92.03 $233K - $241K
13K $1.17M
ASTE
Astec Industries Inc

Industrials
7.21K
+ 115.4%
$30.4 - $36.83 $219K - $265K
13.5K $463K
RE
Everest Re Group LTD

Financial Services
676
+ 19.77%
N/A
4.1K $1.52M
FBIZ
First Business Financial Services, Inc.

Financial Services
5.16K
+ 74.21%
$42.78 - $56.35 $221K - $291K
12.1K $571K
CRSR
Corsair Gaming, Inc.

Technology
5.33K
+ 5.94%
$6.98 - $12.53 $37.2K - $66.8K
95.1K $842K
PEN
Penumbra Inc

Healthcare
707
+ 35.76%
$237.28 - $303.76 $168K - $215K
2.68K $717K
MMYT
Make My Trip LTD

Consumer Cyclical
2.89K
New
N/A
2.89K $248K
CION
Cion Investment Corp

Financial Services
25.5K
+ 147.87%
$10.35 - $12.55 $264K - $321K
42.8K $443K
SCL
Stepan CO

Basic Materials
5.16K
+ 132.36%
$55.04 - $65.59 $284K - $338K
9.06K $498K
BMO
Bank Of Montreal

Financial Services
3.3K
+ 7.18%
$94.92 - $104.14 $314K - $344K
49.3K $4.71M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.82K
New
$35.29 - $36.56 $241K - $249K
6.82K $244K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
7.45K
New
$30.44 - $38.49 $227K - $287K
7.45K $244K
NWN
Northwest Natural Holding CO

Utilities
5.65K
+ 631.51%
$38.31 - $42.72 $217K - $241K
6.55K $279K
FRSH
Freshworks Inc.

Technology
25K
+ 46.61%
$14.11 - $19.75 $352K - $493K
78.5K $1.11M
APEI
American Public Education Inc

Consumer Defensive
10.8K
+ 12300.0%
$19.25 - $23.5 $208K - $254K
10.9K $243K
KFY
Korn Ferry

Industrials
3.45K
+ 17.56%
$62.52 - $71.6 $215K - $247K
23.1K $1.56M
DJD
Invesco Exchange Traded Fd Tr

ETFs
4.56K
New
$50.21 - $54.3 $229K - $248K
4.56K $241K
WES
Western Midstream Partners, LP

Energy
5.88K
New
$37.87 - $42.89 $223K - $252K
5.88K $240K
EWJ
Ishares Msci Japan ETF

ETFs
2.4K
+ 4.58%
$65.24 - $71.7 $156K - $172K
54.7K $3.75M
DOLE
Dole PLC

Consumer Defensive
15.7K
+ 114.02%
$12.31 - $14.86 $194K - $234K
29.6K $427K
MGM
Mgm Resorts International

Consumer Cyclical
20.5K
+ 27.82%
$29.64 - $40.37 $608K - $828K
94.2K $2.79M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.7K
+ 24.48%
$119.87 - $145.05 $324K - $392K
13.7K $1.72M
PGNY
Progyny, Inc.

Healthcare
6.84K
+ 40.71%
$17.43 - $23.88 $119K - $163K
23.6K $527K
GBDC
Golub Capital Bdc, Inc.

Financial Services
15.8K
+ 25.5%
$14.46 - $15.96 $229K - $253K
77.9K $1.18M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.66K
+ 1.91%
$23.9 - $24.18 $159K - $161K
355K $8.58M
MBLY
Mobileye Global Inc.
16.5K
+ 16523.0%
$14.24 - $21.85 $235K - $361K
16.6K $239K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.02K
+ 5.09%
$44.52 - $55.93 $45.4K - $57K
21K $1.15M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.26K
New
$73.27 - $96.21 $239K - $313K
3.26K $238K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.65K
+ 50.38%
$52.01 - $61.99 $242K - $288K
13.9K $740K
CCB
Coastal Financial Corp

Financial Services
2.13K
+ 27.5%
$79.67 - $100.71 $170K - $215K
9.88K $893K
OGS
One Gas, Inc.

Utilities
482
+ 1.54%
$67.77 - $76.05 $32.7K - $36.7K
31.8K $2.4M
PHR
Phreesia, Inc.

Healthcare
9.19K
+ 12763.89%
$21.97 - $30.01 $202K - $276K
9.26K $236K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.02K
+ 23.42%
$74.75 - $89.13 $151K - $180K
10.6K $888K
GTN
Gray Television Inc

Communication Services
54.2K
New
$3.21 - $5.19 $174K - $281K
54.2K $234K
BBSI
Barrett Business Services Inc

Industrials
5.69K
New
$39.0 - $44.37 $222K - $253K
5.69K $234K
ESAB
Esab Corp

Industrials
2.09K
+ 84.14%
$115.08 - $131.54 $240K - $274K
4.56K $531K
BHF
Brighthouse Financial, Inc.

Financial Services
2.16K
+ 20.02%
$45.74 - $62.97 $98.6K - $136K
12.9K $749K
DLB
Dolby Laboratories, Inc.

Industrials
2.69K
+ 37.72%
$76.37 - $87.32 $205K - $234K
9.8K $787K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.63K
New
$27.29 - $38.29 $181K - $254K
6.63K $231K
WAT
Waters Corp

Healthcare
684
+ 7.98%
$362.16 - $417.28 $248K - $285K
9.26K $3.41M
USXF
Ishares Esg Advanced Msci Usa

Technology
5.48K
+ 68.93%
$46.38 - $52.65 $254K - $288K
13.4K $626K
KEY
Keycorp

Financial Services
22.1K
+ 20.62%
$15.15 - $18.3 $334K - $404K
129K $2.06M
STAA
Staar Surgical CO

Healthcare
13.1K
+ 45034.48%
$15.35 - $24.99 $200K - $326K
13.1K $230K
IMAX
Imax Corp

Communication Services
8.74K
New
$22.39 - $27.37 $196K - $239K
8.74K $230K
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