Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
21.1K
+ 35.28%
$18.49 - $26.68 $390K - $562K
80.8K $1.62M
ULH
Universal Logistics Holdings, Inc.

Industrials
8.78K
New
$25.66 - $46.59 $225K - $409K
8.78K $230K
KMT
Kennametal Inc

Industrials
11.9K
+ 132.09%
$21.0 - $24.68 $249K - $292K
20.8K $443K
DHI
Horton D R Inc

Consumer Cyclical
5.93K
+ 14.3%
$125.29 - $147.65 $743K - $876K
47.4K $6.03M
CTS
Cts Corp

Technology
10.8K
+ 54.89%
$41.45 - $52.95 $447K - $571K
30.4K $1.26M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
205K
+ 38155.22%
$1.1 - $1.52 $225K - $311K
205K $227K
POR
Portland General Electric CO

Utilities
4.46K
+ 16.75%
$40.56 - $45.24 $181K - $202K
31.1K $1.39M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
9.1K
New
$24.36 - $25.91 $222K - $236K
9.1K $225K
ESGR
Enstar Group LTD

Financial Services
588
+ 20.84%
$324.4 - $333.99 $191K - $196K
3.41K $1.13M
INFA
Informatica Inc.

Technology
12.9K
New
$17.39 - $26.5 $224K - $341K
12.9K $224K
MGPI
Mgp Ingredients Inc

Consumer Defensive
10.4K
+ 129.49%
$28.85 - $39.18 $299K - $406K
18.4K $539K
LPG
Dorian Lpg Ltd.

Energy
10K
+ 15651.56%
$19.88 - $27.03 $199K - $271K
10.1K $225K
GDDY
Go Daddy Inc.

Technology
2.85K
+ 16.89%
$172.13 - $214.35 $491K - $612K
19.7K $3.56M
RL
Ralph Lauren Corp

Consumer Cyclical
1.11K
+ 52.57%
$215.68 - $286.74 $239K - $317K
3.21K $708K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1.95K
New
$111.29 - $123.42 $217K - $241K
1.95K $223K
BUR
Burford Capital LTD

Financial Services
16.9K
New
$12.5 - $15.6 $211K - $263K
16.9K $223K
OIS
Oil States International, Inc

Energy
42.8K
+ 184.92%
$4.7 - $5.74 $201K - $246K
66K $339K
APG
A Pi Group Corp

Industrials
6.37K
+ 23.16%
$35.67 - $40.88 $227K - $261K
33.9K $1.21M
WSFS
Wsfs Financial Corp

Financial Services
4.26K
New
$49.95 - $59.33 $213K - $253K
4.26K $221K
SVC
Service Properties Trust

Real Estate
83K
+ 127.65%
$2.38 - $2.99 $197K - $248K
148K $386K
STEP
Step Stone Group Inc.

Financial Services
7K
+ 27.29%
$47.81 - $64.82 $335K - $454K
32.6K $1.71M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8.66K
+ 47.58%
$22.98 - $24.13 $199K - $209K
26.9K $640K
VPU
Vanguard Utilities ETF

ETFs
183
+ 0.72%
$161.24 - $173.33 $29.5K - $31.7K
25.8K $4.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7.46K
+ 39.17%
$283.06 - $421.16 $2.11M - $3.14M
26.5K $7.5M
AMP
Ameriprise Financial Inc

Financial Services
2.81K
+ 11.9%
$472.29 - $575.13 $1.33M - $1.61M
26.4K $12.8M
EQBK
Equity Bancshares Inc

Financial Services
6.27K
+ 7.9%
N/A
85.6K $2.99M
GEO
Geo Group Inc

Real Estate
6.9K
+ 48.73%
$22.92 - $35.35 $158K - $244K
21.1K $615K
ODP
Odp Corp

Consumer Cyclical
15.3K
New
$14.31 - $24.81 $219K - $381K
15.3K $219K
HL
Hecla Mining CO

Basic Materials
27.8K
+ 28.5%
$5.07 - $6.37 $141K - $177K
125K $697K
JBL
Jabil Inc

Technology
3.93K
+ 9.71%
$130.51 - $173.33 $513K - $681K
44.4K $6.05M
PATH
Ui Path, Inc.

Technology
30.8K
+ 74.6%
$9.97 - $15.19 $307K - $468K
72.2K $743K
XPEL
Xpel, Inc.

Consumer Cyclical
7.63K
+ 1287.18%
$29.38 - $44.62 $224K - $341K
8.23K $241K
HRTX
Heron Therapeutics, Inc.

Healthcare
98.5K
New
$1.47 - $2.55 $145K - $251K
98.5K $216K
WOR
Worthington Industries Inc

Industrials
1.13K
+ 7.05%
$38.95 - $51.6 $44K - $58.3K
17.1K $858K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.87K
New
$41.46 - $45.98 $202K - $224K
4.87K $215K
JEF
Jefferies Financial Group Inc.

Financial Services
18.3K
+ 59.29%
$52.22 - $81.31 $958K - $1.49M
49.3K $2.64M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.01K
+ 33.56%
$38.99 - $40.37 $195K - $202K
19.9K $803K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2.96K
+ 41.69%
$135.34 - $188.66 $400K - $558K
10K $1.41M
BAND
Bandwidth Inc.

Technology
19.6K
+ 176.87%
$13.1 - $19.61 $257K - $384K
30.7K $401K
CGXU
Capital Group Intl Focus Equit

ETFs
8.72K
New
$24.48 - $26.59 $214K - $232K
8.72K $213K
MTBC
Care Cloud, Inc.

Healthcare
70.1K
New
N/A
70.1K $213K
MYGN
Myriad Genetics Inc

Healthcare
24.1K
+ 34855.07%
$8.87 - $14.98 $213K - $360K
24.1K $213K
SVRA
Savara Inc

Healthcare
78K
+ 491.84%
$2.32 - $3.14 $181K - $245K
93.9K $260K
HYGV
Flexshares Tr High Yield Value

ETFs
5.34K
+ 42.83%
$40.21 - $41.29 $215K - $220K
17.8K $718K
NTST
Netstreit Corp.

Real Estate
13.2K
+ 828.03%
$13.64 - $15.85 $180K - $209K
14.8K $234K
JHG
Janus Henderson Group PLC

Financial Services
12.1K
+ 34.12%
$35.98 - $45.94 $437K - $558K
47.7K $1.72M
EWBC
East West Bancorp Inc

Financial Services
3.48K
+ 20.49%
$84.35 - $103.91 $294K - $362K
20.5K $1.84M
GHM
Graham Corp

Industrials
7.29K
New
$28.82 - $49.72 $210K - $363K
7.29K $210K
LKQ
Lkq Corp

Consumer Cyclical
2.4K
+ 12.86%
$36.24 - $44.05 $86.9K - $106K
21K $895K
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