Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMR
Nuscale Power Corp

Industrials
10.8K
+ 104.42%
$14.16 - $29.08 $152K - $313K
21.1K $298K
PYCR
Paycor Hcm, Inc.

Technology
616
+ 2.36%
$18.34 - $22.86 $11.3K - $14.1K
26.7K $598K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
442
+ 121.76%
$246.3 - $299.62 $109K - $132K
805 $211K
VSAT
Viasat Inc

Technology
10.9K
New
$7.51 - $11.81 $81.8K - $129K
10.9K $113K
HCSG
Healthcare Services Group Inc

Healthcare
11.2K
New
$10.08 - $11.92 $112K - $133K
11.2K $112K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
20.7K
+ 11073.8%
$5.42 - $9.22 $112K - $191K
20.9K $113K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.59K
+ 13.27%
$99.42 - $126.15 $257K - $326K
22.1K $2.34M
GSL
Global Ship Lease, Inc.

Industrials
4.28K
+ 29.17%
$21.1 - $23.88 $90.2K - $102K
18.9K $432K
MCHP
Microchip Technology Inc

Technology
25.3K
+ 20.31%
$48.41 - $64.3 $1.23M - $1.63M
150K $7.27M
TRC
Tejon Ranch CO

Industrials
7.06K
+ 64.0%
$15.02 - $16.47 $106K - $116K
18.1K $286K
GNK
Genco Shipping & Trading LTD

Industrials
8.84K
+ 80.51%
$13.16 - $14.85 $116K - $131K
19.8K $264K
AZZ
Azz Inc

Industrials
1.15K
+ 12.9%
$82.13 - $99.01 $94.1K - $113K
10K $838K
OMAB
Central North Airport Group

Industrials
637
+ 10.55%
$69.07 - $83.17 $44K - $53K
6.67K $524K
HLIT
Harmonic Inc

Technology
11.5K
+ 10728.04%
$9.42 - $13.55 $108K - $156K
11.6K $111K
NDAQ
Nasdaq, Inc.

Financial Services
2.53K
+ 4.46%
$72.17 - $83.76 $182K - $212K
59.3K $4.5M
SLAB
Silicon Laboratories Inc.

Technology
1.87K
+ 21.67%
$112.57 - $158.7 $211K - $297K
10.5K $1.18M
FTV
Fortive Corp

Technology
2.27K
+ 7.15%
$71.82 - $82.98 $163K - $188K
34K $2.49M
REAX
Real Brokerage Inc

Real Estate
42.3K
+ 36.68%
$4.06 - $5.51 $172K - $233K
157K $639K
TROX
Tronox Holdings PLC

Basic Materials
20.8K
+ 166.95%
$6.82 - $10.37 $142K - $216K
33.3K $234K
SJT
San Juan Basin Royalty Trust

Energy
3.44K
+ 6.56%
$3.78 - $5.63 $13K - $19.4K
56K $309K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
5.71K
+ 62.8%
$27.8 - $39.18 $159K - $224K
14.8K $411K
PDI
Pimco Dynamic Income Fund

Financial Services
3.47K
+ 12.93%
$18.51 - $20.05 $64.2K - $69.5K
30.3K $599K
TRVI
Trevi Therapeutics, Inc.

Healthcare
17.2K
New
$3.66 - $6.81 $63.1K - $117K
17.2K $108K
FIGS
Figs, Inc.

Consumer Cyclical
23.4K
New
$4.33 - $6.18 $101K - $144K
23.4K $107K
QUBT
Quantum Computing Inc.

Technology
13.5K
New
$4.46 - $18.76 $60K - $253K
13.5K $107K
CXM
Sprinklr, Inc.

Technology
13K
+ 68.5%
$8.08 - $9.42 $105K - $123K
32K $267K
PBI
Pitney Bowes Inc

Industrials
11.6K
New
$7.03 - $10.86 $81.8K - $126K
11.6K $105K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
872
+ 34.89%
$141.31 - $175.89 $123K - $153K
3.37K $485K
EBND
Spdr Bloomberg Emerging Market

ETFs
4.6K
+ 20.68%
$19.47 - $20.36 $89.6K - $93.7K
26.9K $539K
SNX
Td Synnex Corp

Technology
2.22K
+ 23.44%
$103.96 - $144.69 $230K - $321K
11.7K $1.21M
CUZ
Cousins Properties Inc

Real Estate
4.79K
+ 14.47%
$28.06 - $31.21 $134K - $149K
37.9K $1.12M
AMPS
Altus Power, Inc.

Utilities
17.8K
+ 103.19%
$3.31 - $4.96 $58.9K - $88.3K
35.1K $173K
CWEN
Clearway Energy, Inc.

Utilities
865
+ 4.85%
$24.63 - $30.42 $21.3K - $26.3K
18.7K $566K
EVTC
Evertec, Inc.

Technology
56
+ 0.13%
$31.79 - $37.92 $1.78K - $2.12K
44.9K $1.65M
VIV
Telefonica Brasil S.A.

Communication Services
3.22K
+ 5.08%
$7.5 - $9.4 $24.1K - $30.2K
66.5K $580K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.51K
+ 4.91%
$49.67 - $51.43 $74.8K - $77.5K
32.2K $1.65M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
2.81K
+ 33.61%
$52.02 - $61.53 $146K - $173K
11.2K $580K
UHS
Universal Health Services Inc

Healthcare
171
+ 2.08%
$163.99 - $193.27 $28K - $33K
8.39K $1.58M
TAP
Molson Coors Beverage CO

Consumer Defensive
413
+ 1.89%
$52.44 - $62.91 $21.7K - $26K
22.3K $1.36M
AMN
Amn Healthcare Services Inc

Healthcare
3.9K
+ 31.29%
$23.07 - $28.1 $90K - $110K
16.4K $400K
LAND
Gladstone Land Corp

Real Estate
10.3K
+ 40.78%
$10.4 - $11.84 $107K - $122K
35.7K $375K
PZZA
Papa Johns International Inc

Consumer Cyclical
2.46K
+ 19.73%
$36.01 - $51.28 $88.6K - $126K
14.9K $613K
POWI
Power Integrations Inc

Technology
7.26K
+ 30.64%
$50.5 - $66.7 $367K - $484K
30.9K $1.56M
MTZ
Mastec Inc

Industrials
1.48K
+ 39.73%
$108.66 - $160.79 $160K - $237K
5.19K $605K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
15.8K
+ 36.55%
$6.04 - $6.31 $95.3K - $99.6K
58.9K $360K
PAVE
Global X Fds Us Infrastructure

ETFs
7.1K
+ 11.34%
$37.31 - $43.82 $265K - $311K
69.7K $2.63M
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.01K
+ 31.29%
$105.14 - $122.23 $106K - $124K
4.25K $446K
FCOM
Fidelity Covington Tr Msci Com

ETFs
2K
+ 36.64%
$55.97 - $64.13 $112K - $128K
7.44K $418K
DIV
Global X Superdividend Us ETF

ETFs
5.77K
+ 53.97%
N/A
16.5K $282K
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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