Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIZZ
National Beverage Corp

Consumer Defensive
5.06K
New
$38.95 - $43.68 $197K - $221K
5.06K $209K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
2.46K
+ 9.99%
$18.33 - $27.25 $45.1K - $67.1K
27.1K $673K
PANW
Palo Alto Networks Inc

Technology
12.7K
+ 7.34%
$167.82 - $208.28 $2.14M - $2.65M
186K $31.8M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.44K
New
$46.53 - $53.12 $207K - $236K
4.44K $209K
XLI
Industrial Sector Spdr

ETFs
2.18K
+ 1.91%
$128.78 - $141.67 $281K - $309K
117K $15.3M
BE
Bloom Energy Corp

Industrials
15.6K
+ 40.05%
$19.66 - $29.81 $308K - $466K
54.7K $1.08M
JXI
Ishares Tr Global Utils ETF

ETFs
3K
New
$62.9 - $69.09 $189K - $207K
3K $207K
ALHC
Alignment Healthcare, Inc.

Healthcare
5.57K
+ 39.94%
$11.32 - $18.62 $63.1K - $104K
19.5K $363K
EVER
Ever Quote, Inc.

Communication Services
7.87K
+ 9714.81%
$17.84 - $29.71 $140K - $234K
7.95K $208K
FLJP
Franklin Templeton ETF Tr

ETFs
7.06K
New
$27.82 - $30.67 $196K - $216K
7.06K $207K
LSCC
Lattice Semiconductor Corp

Technology
4.89K
+ 40.61%
$52.45 - $68.78 $257K - $336K
16.9K $888K
ENOV
Enovis Corp

Industrials
5.33K
+ 35520.0%
$35.51 - $47.99 $189K - $256K
5.34K $204K
PRLB
Proto Labs Inc

Industrials
6.47K
+ 112.53%
$35.04 - $45.03 $227K - $291K
12.2K $428K
EME
Emcor Group, Inc.

Industrials
3.06K
+ 27.81%
$361.16 - $535.99 $1.1M - $1.64M
14.1K $5.2M
LARK
Landmark Bancorp Inc

Financial Services
7.51K
New
$22.92 - $27.55 $172K - $207K
7.51K $204K
MBIN
Merchants Bancorp

Financial Services
5.42K
+ 89.99%
$34.75 - $43.49 $188K - $236K
11.4K $423K
SNV
Synovus Financial Corp

Financial Services
8.48K
+ 19.78%
$43.7 - $56.87 $370K - $482K
51.3K $2.4M
CVNA
Carvana Co.

Consumer Cyclical
567
+ 3.88%
$166.52 - $285.33 $94.4K - $162K
15.2K $3.17M
LXU
Lsb Industries, Inc.

Basic Materials
30.7K
New
$6.59 - $9.31 $202K - $286K
30.7K $202K
PHM
Pultegroup Inc

Consumer Cyclical
3.41K
+ 13.98%
$101.09 - $118.51 $345K - $405K
27.8K $2.86M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.25K
New
N/A
3.25K $202K
WY
Weyerhaeuser CO

Real Estate
4.45K
+ 7.06%
$27.29 - $31.39 $121K - $140K
67.4K $1.97M
CACC
Credit Acceptance Corp

Financial Services
390
New
$440.44 - $525.64 $172K - $205K
390 $201K
HCKT
Hackett Group, Inc.

Technology
6.89K
New
$28.16 - $32.09 $194K - $221K
6.89K $201K
KBR
Kbr, Inc.

Industrials
5.34K
+ 67.33%
$47.88 - $60.47 $256K - $323K
13.3K $660K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
23.3K
+ 14553.75%
$5.11 - $8.91 $119K - $207K
23.4K $202K
BCPC
Balchem Corp

Basic Materials
1.01K
+ 9.3%
$154.22 - $176.16 $155K - $177K
11.8K $1.97M
DAKT
Daktronics Inc

Technology
16.4K
+ 8681.48%
$11.95 - $17.59 $196K - $289K
16.6K $202K
MUR
Murphy Oil Corp

Energy
12K
+ 15.62%
$24.02 - $33.9 $289K - $408K
89.2K $2.53M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.06K
+ 25.78%
N/A
14.9K $962K
NMRK
Newmark Group, Inc.

Real Estate
18.6K
+ 40.53%
$11.84 - $14.69 $220K - $273K
64.4K $783K
WRE
Washington Real Estate Investment Trust
11.1K
New
N/A
11.1K $196K
LE
Lands' End, Inc.

Consumer Cyclical
14.7K
+ 21025.71%
N/A
14.8K $196K
SOFI
So Fi Technologies, Inc.

Financial Services
43.6K
+ 52.94%
$11.18 - $18.03 $487K - $786K
126K $1.46M
GPRE
Green Plains Inc.

Basic Materials
40.2K
New
$4.85 - $10.26 $195K - $413K
40.2K $195K
ET
Energy Transfer LP

Energy
62.7K
+ 6.46%
$17.26 - $21.08 $1.08M - $1.32M
1.03M $19.2M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
895
+ 10.83%
$74.5 - $92.3 $66.7K - $82.6K
9.16K $836K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.08K
+ 15.33%
$46.83 - $56.05 $97.3K - $116K
15.6K $832K
RPAY
Repay Holdings Corp

Technology
40.6K
+ 249.01%
$5.48 - $7.7 $223K - $313K
57K $317K
NRIM
Northrim Bancorp Inc

Financial Services
2.64K
+ 1819.31%
$71.67 - $90.54 $189K - $239K
2.78K $203K
TCBK
Trico Bancshares

Financial Services
7.63K
+ 25.41%
$39.87 - $45.12 $304K - $344K
37.7K $1.5M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
17.5K
New
$10.81 - $11.29 $190K - $198K
17.5K $191K
HTBK
Heritage Commerce Corp

Financial Services
18.4K
+ 17.32%
$8.75 - $10.75 $161K - $198K
125K $1.19M
SSTK
Shutterstock, Inc.

Communication Services
10.2K
New
$17.79 - $34.5 $182K - $353K
10.2K $190K
BANF
Bancfirst Corp

Financial Services
2.56K
+ 20.36%
$108.28 - $123.19 $278K - $316K
15.2K $1.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.49K
+ 4.93%
$50.87 - $51.09 $177K - $178K
74.2K $3.79M
JJSF
J&J Snack Foods Corp

Consumer Defensive
2.25K
+ 49.35%
$122.15 - $153.79 $274K - $345K
6.79K $894K
NLOK
Norton Life Lock Inc.

Technology
8.81K
+ 14.83%
N/A
68.2K $1.47M
JUPW
Jupiter Wellness, Inc.

Healthcare
65K
New
N/A
65K $189K
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
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