Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
13.2K
+ 12.17%
$98.05 - $113.3 $1.29M - $1.49M
121K $12.2M
DBX
Dropbox, Inc.

Technology
4.07K
+ 7.9%
$25.42 - $29.7 $103K - $121K
55.6K $1.59M
SAH
Sonic Automotive Inc

Consumer Cyclical
2.67K
New
$56.16 - $81.86 $150K - $218K
2.67K $213K
PFGC
Performance Food Group CO

Consumer Defensive
746
+ 4.47%
$71.62 - $89.56 $53.4K - $66.8K
17.4K $1.53M
LAND
Gladstone Land Corp

Real Estate
22.1K
+ 61.88%
$8.95 - $10.51 $198K - $232K
57.7K $587K
VLN
Valens Semiconductor Ltd.

Technology
80.9K
New
$1.76 - $2.77 $142K - $224K
80.9K $212K
ACMR
Acm Research, Inc.

Technology
8.17K
New
$18.33 - $26.51 $150K - $217K
8.17K $211K
BPOP
Popular, Inc.

Financial Services
750
+ 10.43%
$81.63 - $110.51 $61.2K - $82.9K
7.94K $874K
EDV
Vanguard Extended Duration Tre

ETFs
3.15K
New
$62.83 - $72.45 $198K - $228K
3.15K $211K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
18.6K
+ 115.27%
$8.21 - $12.77 $153K - $237K
34.7K $408K
CBOE
Cboe Global Markets, Inc.

Financial Services
619
+ 6.6%
$205.81 - $234.23 $127K - $145K
10K $2.33M
AMSC
American Superconductor Corp

Industrials
5.68K
New
$15.8 - $37.12 $89.8K - $211K
5.68K $208K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
6.49K
+ 18.04%
$28.96 - $32.46 $188K - $211K
42.5K $1.36M
CTRE
Care Trust Reit, Inc.

Real Estate
2.12K
+ 3.0%
$26.65 - $30.69 $56.6K - $65.2K
72.8K $2.23M
INT
World Fuel Services Corp

Energy
9.49K
New
N/A
9.49K $208K
PSTL
Postal Realty Trust, Inc.

Real Estate
13.3K
+ 49.22%
$12.59 - $15.36 $167K - $204K
40.2K $591K
EVTC
Evertec, Inc.

Technology
6.65K
+ 14.82%
$31.89 - $38.37 $212K - $255K
51.5K $1.86M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
7.53K
New
$23.44 - $27.69 $176K - $208K
7.53K $207K
NEXT
Next Decade Corp.

Energy
20.6K
+ 108.58%
$5.68 - $9.2 $117K - $190K
39.7K $353K
RXST
Rx Sight, Inc.

Healthcare
15.9K
New
$13.0 - $26.12 $207K - $416K
15.9K $206K
TPG
Tpg Inc.

Financial Services
2.53K
+ 17.1%
$39.68 - $53.09 $100K - $134K
17.3K $907K
GMAB
Genmab A/S

Healthcare
6.87K
+ 11.79%
$17.98 - $23.09 $124K - $159K
65.1K $1.35M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
8.2K
New
$20.4 - $25.29 $167K - $207K
8.2K $205K
AL
Air Lease Corp

Industrials
1.24K
+ 9.56%
$40.46 - $58.71 $50.2K - $72.8K
14.2K $831K
SHEN
Shenandoah Telecommunications CO

Communication Services
10.2K
+ 16.87%
$11.04 - $14.3 $112K - $146K
70.5K $963K
GNTX
Gentex Corp

Consumer Cyclical
15K
+ 15.67%
$20.83 - $23.52 $313K - $353K
111K $2.44M
AZEK
Azek CO Inc.

Industrials
1.95K
+ 10.89%
$43.39 - $54.86 $84.7K - $107K
19.9K $1.08M
CRK
Comstock Resources Inc

Energy
3.52K
+ 24.16%
$17.12 - $30.74 $60.2K - $108K
18.1K $500K
FDT
First Trust Developed Markets

ETFs
2.97K
New
$52.2 - $68.76 $155K - $204K
2.97K $204K
TOWN
Towne Bank (Va)

Financial Services
5.94K
+ 29.25%
$30.4 - $35.29 $180K - $210K
26.2K $896K
RBCAA
Republic Bancorp Inc

Financial Services
1.78K
+ 23.02%
$60.5 - $74.04 $108K - $132K
9.53K $696K
BAR
Granite Shares Gold Trust

ETFs
5.69K
+ 64.09%
$29.34 - $33.87 $167K - $193K
14.6K $475K
ORN
Orion Group Holdings Inc

Industrials
22.3K
New
$5.03 - $9.2 $112K - $205K
22.3K $201K
SGOL
Abrdn Gold ETF Trust

ETFs
3.04K
+ 4.94%
$28.39 - $32.75 $86.2K - $99.4K
64.5K $2.03M
FYC
First Trust Small Cap Growth A

ETFs
2.53K
New
$61.01 - $79.58 $154K - $201K
2.53K $201K
GHC
Graham Holdings CO

Consumer Defensive
267
+ 7.46%
$876.56 - $1003.53 $234K - $268K
3.85K $3.64M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
6.83K
New
$24.6 - $29.86 $168K - $204K
6.83K $200K
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.48K
+ 15.93%
$37.68 - $50.22 $93.4K - $125K
18K $888K
CSWC
Capital Southwest Corp

Financial Services
9.11K
New
$17.99 - $22.44 $164K - $205K
9.11K $200K
CVLG
Covenant Logistics Group, Inc.

Industrials
8.31K
New
$17.73 - $24.29 $147K - $202K
8.31K $200K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.96K
+ 18.72%
$99.97 - $129.69 $196K - $255K
12.5K $1.3M
CSV
Carriage Services Inc

Consumer Cyclical
4.38K
New
$36.26 - $46.06 $159K - $202K
4.38K $200K
FRT
Federal Realty Investment Trust

Real Estate
2.32K
+ 29.41%
$83.56 - $99.08 $194K - $230K
10.2K $969K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
108
+ 1.29%
$170.2 - $211.82 $18.4K - $22.9K
8.47K $1.79M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
276K
+ 806.33%
$0.54 - $0.87 $149K - $240K
310K $216K
IBN
Icici Bank LTD

Financial Services
2.84K
+ 5.95%
$30.16 - $34.39 $85.7K - $97.7K
50.6K $1.7M
CHCT
Community Healthcare Trust Inc

Real Estate
11.8K
New
$14.97 - $18.3 $176K - $215K
11.8K $195K
BJRI
B Js Restaurants Inc

Consumer Cyclical
2.11K
+ 21.69%
$29.82 - $45.99 $63K - $97.1K
11.8K $528K
HSIC
Henry Schein Inc

Healthcare
1.77K
+ 12.31%
$62.7 - $73.66 $111K - $130K
16.1K $1.18M
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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