Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSI
Invesco Exchange Traded Fd Tr

ETFs
5.86K
New
$39.29 - $60.31 $230K - $353K
5.86K $351K
PWP
Perella Weinberg Partners

Financial Services
16.9K
+ 80.78%
$15.45 - $19.88 $262K - $337K
37.9K $735K
CSL
Carlisle Companies Inc

Industrials
191
+ 2.26%
$317.1 - $408.5 $60.6K - $78K
8.63K $3.22M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.88K
New
$78.98 - $90.1 $306K - $350K
3.88K $349K
VSH
Vishay Intertechnology Inc

Technology
22.1K
+ 23.43%
$10.57 - $15.97 $234K - $353K
117K $1.85M
KMX
Carmax Inc

Consumer Cyclical
8.03K
+ 45.0%
$62.27 - $82.77 $500K - $665K
25.9K $1.74M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
26.7K
New
$10.67 - $15.71 $285K - $420K
26.7K $348K
ROIV
Roivant Sciences Ltd.

Healthcare
27.9K
+ 112.92%
$9.08 - $11.62 $253K - $324K
52.5K $592K
AVDX
Avid Xchange Holdings, Inc.

Technology
28.2K
+ 54.09%
$7.21 - $9.8 $203K - $276K
80.3K $786K
APLD
Applied Blockchain, Inc.

Financial Services
20K
+ 62.24%
$3.53 - $13.86 $70.6K - $277K
52.1K $524K
KURA
Kura Oncology, Inc.

Healthcare
69K
+ 102.47%
$5.55 - $6.92 $383K - $477K
136K $786K
BFS
Saul Centers, Inc.

Real Estate
10K
New
$32.21 - $36.42 $322K - $364K
10K $341K
GHM
Graham Corp

Industrials
3.83K
+ 52.5%
$26.62 - $50.6 $102K - $194K
11.1K $550K
JHG
Janus Henderson Group PLC

Financial Services
5.43K
+ 11.39%
$29.47 - $38.84 $160K - $211K
53.1K $2.06M
AHH
Armada Hoffler Properties, Inc.

Real Estate
49.3K
New
$6.37 - $7.42 $314K - $366K
49.3K $338K
RDVT
Red Violet, Inc.

Technology
6.87K
New
$34.9 - $50.36 $240K - $346K
6.87K $337K
CHDN
Churchill Downs Inc

Consumer Cyclical
3.77K
+ 87.37%
$87.99 - $111.79 $332K - $421K
8.09K $816K
NEU
Newmarket Corp

Basic Materials
271
+ 22.58%
$519.95 - $690.86 $141K - $187K
1.47K $1.02M
MGRC
Mcgrath Rentcorp

Industrials
2.65K
+ 40.82%
$101.45 - $118.14 $269K - $313K
9.14K $1.06M
GABC
German American Bancorp, Inc.

Financial Services
8.3K
+ 50.88%
$34.32 - $39.88 $285K - $331K
24.6K $948K
CMS
Cms Energy Corp

Utilities
8.39K
+ 19.92%
$68.57 - $75.51 $575K - $634K
50.5K $3.5M
FHN
First Horizon Corp

Financial Services
6.86K
+ 6.42%
$16.21 - $21.2 $111K - $145K
114K $2.41M
ALK
Alaska Air Group, Inc.

Industrials
6.24K
+ 6.24%
$41.01 - $54.88 $256K - $342K
106K $5.26M
BCAL
Southern Calif Bancorp Com

Financial Services
21.3K
New
$12.16 - $15.76 $259K - $335K
21.3K $335K
GERN
Geron Corp

Healthcare
251K
+ 235.06%
$1.18 - $1.62 $296K - $406K
357K $503K
INFA
Informatica Inc.

Technology
10K
+ 77.69%
$15.86 - $24.35 $159K - $243K
22.9K $556K
CNX
Cnx Resources Corp

Energy
6.68K
+ 13.65%
$28.13 - $34.85 $188K - $233K
55.6K $1.87M
ZEUS
Olympic Steel Inc

Basic Materials
10.2K
New
$28.11 - $34.92 $287K - $356K
10.2K $332K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
35.2K
New
$8.28 - $9.42 $292K - $332K
35.2K $331K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.54K
New
$30.25 - $38.85 $258K - $332K
8.54K $330K
CARE
Carter Bankshares, Inc.

Financial Services
19K
New
$13.86 - $17.55 $264K - $334K
19K $329K
HROW
Harrow Health, Inc.

Healthcare
6.74K
+ 21.76%
$22.2 - $31.61 $150K - $213K
37.7K $1.15M
LEG
Leggett & Platt Inc

Consumer Cyclical
27.4K
+ 33.26%
$6.56 - $9.72 $180K - $266K
110K $978K
CNM
Core & Main, Inc.

Industrials
3.66K
+ 41.88%
$44.53 - $60.36 $163K - $221K
12.4K $748K
FL
Foot Locker, Inc.

Consumer Cyclical
13.3K
New
$11.12 - $24.5 $148K - $325K
13.3K $325K
UVE
Universal Insurance Holdings, Inc.

Financial Services
11.8K
New
$21.25 - $28.47 $250K - $335K
11.8K $325K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
9.31K
+ 67.61%
$29.61 - $35.32 $276K - $329K
23.1K $748K
COGT
Cogent Biosciences, Inc.

Healthcare
43.2K
+ 411.48%
$4.02 - $7.51 $174K - $324K
53.7K $385K
SIMO
Silicon Motion Technology Corp

Technology
4.31K
New
$38.95 - $75.77 $168K - $326K
4.31K $323K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
12.5K
New
$23.54 - $27.53 $294K - $344K
12.5K $323K
LITE
Lumentum Holdings Inc.

Technology
7
+ 0.07%
$49.56 - $95.06 $347 - $665
9.8K $931K
LBRDA
Liberty Broadband Corp

Communication Services
523
+ 2.49%
$72.28 - $100.2 $37.8K - $52.4K
21.5K $2.1M
AKAM
Akamai Technologies Inc

Technology
3.52K
+ 18.16%
N/A
22.9K $2.08M
SRDX
Surmodics Inc

Healthcare
10.7K
New
$26.76 - $31.1 $287K - $333K
10.7K $318K
AGI
Alamos Gold Inc

Basic Materials
12.1K
+ 41.21%
$23.81 - $30.33 $287K - $366K
41.3K $1.1M
HTHT
Huazhu Group LTD

Consumer Cyclical
13K
+ 31.86%
$30.82 - $37.95 $399K - $492K
53.6K $1.82M
IMOS
Chipmos Technologies Inc

Technology
15.2K
+ 50.28%
$13.71 - $20.05 $208K - $304K
45.3K $820K
CHRD
Oasis Petroleum Inc.

Energy
5.75K
+ 37.47%
$82.03 - $113.54 $472K - $653K
21.1K $2.04M
FSEC
Fidel Merrimack Str Tr

ETFs
7.2K
New
$42.41 - $44.36 $305K - $319K
7.2K $313K
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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