Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDU
Ishares Tr U S Utils ETF

ETFs
1.4K
+ 35.24%
$95.33 - $102.77 $133K - $144K
5.37K $544K
SPH
Suburban Propane Partners LP

Utilities
2.53K
+ 8.83%
$17.64 - $22.2 $44.6K - $56.1K
31.1K $654K
RAMP
Live Ramp Holdings, Inc.

Technology
7.69K
+ 83.19%
$25.18 - $35.61 $194K - $274K
16.9K $442K
TGB
Taseko Mines LTD

Basic Materials
63.1K
+ 96.05%
$1.83 - $2.52 $116K - $159K
129K $288K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
2.79K
+ 2.96%
$25.07 - $26.54 $69.9K - $74K
97K $2.55M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
3.56K
+ 39.68%
$35.15 - $41.31 $125K - $147K
12.5K $487K
MOFG
Mid West One Financial Group, Inc.

Financial Services
4.95K
+ 20.88%
$27.63 - $32.79 $137K - $162K
28.7K $849K
URBN
Urban Outfitters Inc

Consumer Cyclical
4.13K
+ 17.85%
$48.81 - $60.44 $202K - $250K
27.3K $1.43M
PDN
Invesco Fd Tr

ETFs
3.14K
+ 11.28%
$31.2 - $34.9 $97.9K - $110K
31K $1.04M
DKNG
Draft Kings Inc.

Consumer Cyclical
12.1K
+ 19.66%
$33.21 - $53.49 $401K - $646K
73.5K $2.44M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.94K
+ 36.41%
$94.5 - $110.71 $183K - $215K
7.26K $697K
EWA
Ishares Msci Australia ETF

ETFs
7.55K
+ 14.05%
$23.02 - $25.66 $174K - $194K
61.3K $1.44M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.69K
+ 5.85%
$58.32 - $65.09 $98.3K - $110K
30.5K $1.84M
CARS
Cars.Com Inc.

Consumer Cyclical
22.7K
+ 134.41%
$11.14 - $18.86 $253K - $428K
39.5K $445K
TWI
Titan International Inc

Industrials
12.5K
+ 42.1%
$6.59 - $9.22 $82.5K - $115K
42.2K $354K
CROX
Crocs, Inc.

Consumer Cyclical
1.65K
+ 23.38%
$88.83 - $112.59 $147K - $186K
8.72K $926K
XNCR
Xencor Inc

Healthcare
14.4K
+ 22160.0%
$10.64 - $24.13 $153K - $348K
14.5K $153K
CMC
Commercial Metals CO

Basic Materials
5.6K
+ 18.66%
$43.22 - $53.05 $242K - $297K
35.6K $1.64M
EC
Ecopetrol S.A.

Energy
128
+ 0.22%
$8.22 - $10.94 $1.05K - $1.4K
59.3K $618K
EZPW
Ezcorp Inc

Financial Services
10.2K
New
$11.82 - $15.0 $121K - $153K
10.2K $150K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
785
+ 34.98%
$232.04 - $277.41 $182K - $218K
3.03K $720K
NVEC
Nve Corp

Technology
3.04K
+ 122.41%
$63.74 - $86.55 $194K - $263K
5.53K $352K
OVV
Ovintiv Inc.

Energy
1.63K
+ 4.69%
$37.84 - $45.91 $61.8K - $75K
36.4K $1.56M
TTI
Tetra Technologies Inc

Energy
48.7K
+ 77.53%
$3.25 - $4.98 $158K - $242K
111K $374K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
24.6K
New
$5.37 - $6.09 $132K - $150K
24.6K $149K
EW
Edwards Lifesciences Corp

Healthcare
9.84K
+ 2.7%
$67.95 - $76.19 $669K - $750K
374K $27.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.67K
+ 5.18%
$50.44 - $50.7 $135K - $135K
54.2K $2.75M
SCI
Service Corp International

Consumer Cyclical
1.75K
+ 8.73%
$75.99 - $84.16 $133K - $147K
21.8K $1.75M
EVCM
Ever Commerce Inc.

Technology
14.8K
New
$8.95 - $11.02 $132K - $163K
14.8K $148K
LAUR
Laureate Education, Inc.

Consumer Defensive
5.78K
+ 44.12%
$18.04 - $20.97 $104K - $121K
18.9K $386K
FBT
First Trust Nyse Arca Biotechn

ETFs
799
+ 27.97%
$164.86 - $182.19 $132K - $146K
3.66K $621K
ASAN
Asana, Inc.

Technology
10.2K
+ 8756.03%
$12.64 - $24.28 $128K - $247K
10.3K $149K
KURA
Kura Oncology, Inc.

Healthcare
33.1K
+ 96.98%
$6.6 - $9.05 $219K - $300K
67.3K $444K
RJF
Raymond James Financial Inc

Financial Services
5.25K
+ 14.79%
$137.62 - $172.64 $723K - $907K
40.8K $5.66M
WWD
Woodward, Inc.

Industrials
16
+ 0.18%
$171.38 - $195.22 $2.74K - $3.12K
8.9K $1.62M
ACCO
Acco Brands Corp

Industrials
34.9K
+ 5700.16%
$4.19 - $5.65 $146K - $197K
35.5K $148K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.6K
+ 6.8%
$45.62 - $51.12 $72.8K - $81.5K
25K $1.27M
TTMI
Ttm Technologies Inc

Technology
12.8K
+ 46.08%
$20.51 - $26.72 $262K - $341K
40.4K $829K
AWI
Armstrong World Industries Inc

Industrials
1.07K
+ 6.49%
$136.0 - $154.19 $146K - $165K
17.6K $2.48M
ZIP
Ziprecruiter, Inc.

Industrials
24.2K
+ 4021.3%
$5.44 - $8.09 $131K - $196K
24.8K $145K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.72K
+ 4.22%
$17.15 - $21.07 $29.5K - $36.3K
42.5K $850K
MTCH
Match Group, Inc.

Communication Services
5.02K
+ 44.59%
$30.08 - $36.47 $151K - $183K
16.3K $508K
DAN
Dana Inc

Consumer Cyclical
7.24K
+ 30.73%
$11.27 - $16.88 $81.6K - $122K
30.8K $410K
GAB
Gabelli Equity Trust Inc

Financial Services
14.4K
+ 3.22%
$5.36 - $5.67 $77K - $81.4K
461K $2.54M
LBRDK
Liberty Broadband Corp

Communication Services
268
+ 2.41%
$73.49 - $88.64 $19.7K - $23.8K
11.4K $967K
PLAB
Photronics Inc

Technology
8.03K
+ 75.58%
$19.89 - $24.57 $160K - $197K
18.7K $387K
AVNS
Avanos Medical, Inc.

Healthcare
9.74K
+ 543.39%
$13.95 - $17.45 $136K - $170K
11.5K $165K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.43K
+ 45.33%
$32.86 - $38.05 $146K - $169K
14.2K $471K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.77K
+ 17.84%
$186.55 - $250.04 $517K - $693K
18.3K $3.69M
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