Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UGP
Ultrapar Holdings Inc

Energy
76.7K
+ 44.2%
$2.76 - $3.28 $212K - $251K
250K $820K
YELP
Yelp Inc

Communication Services
10.7K
+ 36.1%
$32.56 - $40.93 $350K - $439K
40.5K $1.39M
CDXC
Chroma Dex Corp.

Healthcare
46.4K
New
$5.42 - $7.08 $252K - $329K
46.4K $285K
AMOT
Allied Motion Technologies Inc

Technology
10.2K
+ 105.87%
N/A
19.8K $552K
PGRE
Paramount Group, Inc.

Real Estate
38.5K
+ 139.71%
$3.94 - $6.6 $152K - $254K
66K $402K
SKYY
First Trust Cloud Computing Et

ETFs
448
+ 3.8%
$89.46 - $121.64 $40.1K - $54.5K
12.3K $1.49M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.28K
New
$72.42 - $87.18 $237K - $286K
3.28K $283K
SRCE
1 St Source Corp

Financial Services
4.58K
New
$53.28 - $62.88 $244K - $288K
4.58K $283K
TECL
Direxion Daily Technology Bull

ETFs
671
+ 10.72%
$37.33 - $93.58 $25K - $62.8K
6.93K $648K
FPX
First Trust Us Equity Opportun

ETFs
320
+ 4.54%
$99.2 - $144.91 $31.7K - $46.4K
7.36K $1.07M
MXL
Maxlinear Inc

Technology
19.6K
New
$9.15 - $14.32 $179K - $280K
19.6K $278K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
873
+ 56.43%
$164.46 - $237.28 $144K - $207K
2.42K $574K
IDCC
Inter Digital, Inc.

Communication Services
46
+ 0.3%
$183.37 - $234.7 $8.44K - $10.8K
15.3K $3.44M
CTS
Cts Corp

Technology
5.71K
+ 18.78%
$34.96 - $43.62 $200K - $249K
36.1K $1.54M
TDY
Teledyne Technologies Inc

Technology
374
+ 6.45%
$435.54 - $512.31 $163K - $192K
6.17K $3.16M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
8.15K
+ 32.54%
$45.92 - $50.78 $374K - $414K
33.2K $1.55M
NFG
National Fuel Gas CO

Energy
1.18K
+ 3.73%
$73.0 - $86.01 $86.4K - $102K
32.9K $2.79M
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.26K
+ 43.79%
$50.44 - $64.81 $164K - $211K
10.7K $693K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.57K
+ 8.75%
$82.17 - $99.96 $129K - $157K
19.5K $1.92M
RNG
Ring Central, Inc.

Technology
9.68K
New
$21.51 - $28.36 $208K - $274K
9.68K $274K
PHM
Pultegroup Inc

Consumer Cyclical
1.9K
+ 6.82%
$92.02 - $106.54 $175K - $202K
29.7K $3.13M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
25.6K
+ 26.88%
$6.66 - $8.12 $171K - $208K
121K $982K
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.94K
New
$32.75 - $39.55 $227K - $275K
6.94K $274K
KMPR
Kemper Corp

Financial Services
4.24K
New
$55.12 - $67.26 $234K - $285K
4.24K $273K
IMXI
International Money Express, Inc.

Technology
27K
New
$9.83 - $13.02 $265K - $352K
27K $272K
LFMD
Life Md, Inc.

Healthcare
20K
New
$4.82 - $15.06 $96.3K - $301K
20K $272K
CPNG
Coupang, Inc.

Consumer Cyclical
4.31K
+ 24.13%
$19.76 - $30.81 $85.1K - $133K
22.2K $663K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
3.04K
+ 6.08%
$22.56 - $29.85 $68.6K - $90.8K
53.1K $1.52M
AZTA
Azenta, Inc.

Healthcare
8.78K
New
$25.03 - $35.41 $220K - $311K
8.78K $270K
THRY
Thryv Holdings, Inc.

Communication Services
22.3K
New
$10.25 - $14.92 $228K - $332K
22.3K $270K
ESNT
Essent Group Ltd.

Financial Services
3.6K
+ 21.55%
$52.78 - $61.24 $190K - $221K
20.3K $1.23M
NEAR
Blackrock Short Maturity Bond

ETFs
5.23K
+ 55.98%
$50.41 - $51.17 $264K - $268K
14.6K $744K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.11K
New
$56.84 - $65.5 $234K - $269K
4.11K $269K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.25K
New
$39.69 - $51.24 $209K - $269K
5.25K $269K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.2K
New
$27.29 - $29.28 $251K - $269K
9.2K $269K
PUBM
Pub Matic, Inc.

Technology
21.6K
New
$7.77 - $12.44 $168K - $269K
21.6K $268K
PNTG
Pennant Group, Inc.

Healthcare
5.36K
+ 23.57%
$24.35 - $30.0 $131K - $161K
28.1K $839K
GGG
Graco Inc

Industrials
419
+ 0.45%
$74.02 - $87.26 $31K - $36.6K
93.9K $8.08M
ARTNA
Artesian Resources Corp

Utilities
7.95K
New
$31.86 - $35.52 $253K - $282K
7.95K $266K
AVNS
Avanos Medical, Inc.

Healthcare
23.7K
+ 205.83%
$12.03 - $14.52 $286K - $345K
35.3K $431K
GNR
Spdr S&P Global Natural Resour

ETFs
4.61K
+ 28.39%
$45.66 - $55.03 $210K - $254K
20.8K $1.13M
EXTR
Extreme Networks Inc

Technology
7.64K
+ 28.21%
$10.84 - $17.97 $82.9K - $137K
34.7K $623K
SENEA
Seneca Foods Corp

Consumer Defensive
2.62K
New
$82.54 - $101.43 $216K - $266K
2.62K $265K
COPX
Global X Copper Miners ETF

ETFs
1.77K
+ 5.66%
$31.24 - $45.59 $55.3K - $80.6K
33K $1.49M
CGDV
Capital Group Divid Value ETF

ETFs
3.75K
+ 12.46%
$31.93 - $39.49 $120K - $148K
33.8K $1.34M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
16.4K
+ 20.15%
$8.48 - $11.94 $139K - $196K
97.8K $1.01M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
87
+ 0.75%
$35.11 - $63.01 $3.05K - $5.48K
11.7K $712K
ARLO
Arlo Technologies, Inc.

Industrials
15.5K
New
$8.41 - $17.36 $130K - $269K
15.5K $263K
FIGS
Figs, Inc.

Consumer Cyclical
42.4K
+ 181.26%
$3.62 - $5.89 $153K - $250K
65.7K $370K
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
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