Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
14.9K
New
$7.79 - $11.67 $116K - $174K
14.9K $173K
BBSI
Barrett Business Services Inc

Industrials
4.09K
+ 71.75%
$38.05 - $42.61 $155K - $174K
9.78K $407K
NRZ
New Residential Investment Corp.

Real Estate
23.8K
+ 36.74%
N/A
88.5K $641K
PSA
Public Storage

Real Estate
1.07K
+ 4.44%
$266.31 - $309.77 $284K - $331K
25.1K $7.37M
ASR
Southeast Airport Group

Industrials
255
+ 12.6%
$253.25 - $347.82 $64.6K - $88.7K
2.28K $726K
GTES
Gates Industrial Corp PLC

Industrials
5.4K
+ 53.87%
$15.56 - $23.13 $84.1K - $125K
15.4K $355K
BTBT
Bit Digital, Inc

Financial Services
61.9K
+ 29.3%
$1.73 - $2.69 $107K - $166K
273K $597K
GFL
Gfl Environmental Inc.

Industrials
2.15K
+ 7.41%
$42.93 - $51.58 $92.4K - $111K
31.2K $1.57M
OLO
Olo Inc.

Technology
8.64K
+ 26.3%
$5.84 - $9.7 $50.5K - $83.8K
41.5K $369K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
806
+ 12.49%
$101.11 - $126.55 $81.5K - $102K
7.26K $917K
CZA
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 39.71%
$90.93 - $106.67 $136K - $160K
5.28K $562K
IMVT
Immunovant, Inc.

Healthcare
6.18K
+ 21.15%
N/A
35.4K $972K
AVO
Mission Produce, Inc.

Consumer Defensive
14.5K
New
$9.74 - $12.56 $141K - $182K
14.5K $169K
WULF
Terawulf Inc.

Financial Services
33.3K
+ 232.21%
$2.24 - $4.53 $74.6K - $151K
47.7K $208K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.35K
+ 20.78%
$78.57 - $89.09 $264K - $299K
19.5K $1.56M
BFST
Business First Bancshares, Inc.

Financial Services
6.58K
+ 32.76%
$21.5 - $24.92 $142K - $164K
26.7K $657K
KRG
Kite Realty Group Trust

Real Estate
7.19K
+ 39.11%
$19.53 - $23.3 $140K - $168K
25.6K $579K
DCOM
Dime Community Bancshares, Inc.

Financial Services
6.69K
+ 53.37%
$24.07 - $28.64 $161K - $192K
19.2K $517K
ROBO
Robo Global Robotics And Autom

ETFs
968
+ 7.29%
$43.89 - $59.78 $42.5K - $57.9K
14.2K $851K
MAX
Media Alpha, Inc.

Communication Services
15.3K
New
$7.49 - $11.12 $115K - $170K
15.3K $167K
NVMI
Nova Ltd.

Technology
88
+ 5.59%
$162.03 - $275.2 $14.3K - $24.2K
1.66K $457K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
216
+ 1.49%
$91.51 - $113.03 $19.8K - $24.4K
14.7K $1.66M
IMNM
Immunome Inc.

Healthcare
18K
New
$5.56 - $9.79 $99.8K - $176K
18K $166K
MITK
Mitek Systems Inc

Technology
14.1K
+ 87.59%
$7.11 - $10.34 $100K - $145K
30.1K $298K
DERM
Journey Medical Corp

Healthcare
21K
+ 178.51%
$5.97 - $8.07 $125K - $169K
32.8K $235K
BRKR
Bruker Corp

Healthcare
4.17K
+ 33.34%
$35.5 - $42.18 $148K - $176K
16.7K $686K
PRG
Prog Holdings, Inc.

Industrials
4.69K
+ 48.17%
$24.02 - $30.31 $113K - $142K
14.4K $423K
ARMK
Aramark

Industrials
2.63K
+ 35.99%
$30.39 - $42.1 $79.8K - $111K
9.92K $415K
OMI
Owens & Minor Inc

Healthcare
17.8K
+ 58.06%
$6.35 - $9.16 $113K - $163K
48.5K $441K
CGGO
Capital Group Global Growth Eq

ETFs
768
+ 2.02%
$25.31 - $32.17 $19.4K - $24.7K
38.7K $1.24M
SIVR
Abrdn Silver ETF Trust

ETFs
4.05K
+ 32.66%
$28.36 - $35.37 $115K - $143K
16.5K $566K
CLDT
Chatham Lodging Trust

Real Estate
23.5K
New
$6.11 - $7.33 $143K - $172K
23.5K $163K
FHB
First Hawaiian, Inc.

Financial Services
5.99K
+ 24.16%
$21.14 - $24.96 $127K - $150K
30.8K $768K
KIM
Kimco Realty Corp

Real Estate
8.21K
+ 16.79%
$18.7 - $21.69 $154K - $178K
57.1K $1.2M
VNO
Vornado Realty Trust

Real Estate
2.93K
+ 7.3%
$31.74 - $41.27 $93.1K - $121K
43.1K $1.65M
STLD
Steel Dynamics Inc

Basic Materials
1.65K
+ 5.5%
N/A
31.6K $3.1M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.15K
+ 8.61%
$21.85 - $22.76 $134K - $140K
77.7K $1.77M
DDS
Dillard'S, Inc.

Consumer Cyclical
199
+ 15.13%
$294.77 - $422.75 $58.7K - $84.1K
1.51K $632K
HSC
Harsco Corp

Industrials
22.3K
+ 72.86%
N/A
52.9K $381K
CAE
Cae Inc

Industrials
3.49K
+ 28.13%
$21.06 - $29.27 $73.6K - $102K
15.9K $465K
MTN
Vail Resorts Inc

Consumer Cyclical
1.06K
+ 42.16%
$131.42 - $164.64 $140K - $175K
3.59K $563K
MTDR
Matador Resources CO

Energy
5.31K
+ 19.09%
$36.67 - $52.23 $195K - $277K
33.1K $1.58M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.04K
+ 6.62%
$47.63 - $60.01 $49.3K - $62.1K
16.7K $991K
ATEN
A10 Networks, Inc.

Technology
5.7K
+ 36.0%
$14.89 - $19.35 $84.8K - $110K
21.5K $416K
UVV
Universal Corp

Consumer Defensive
2.37K
+ 25.71%
$50.84 - $65.39 $121K - $155K
11.6K $675K
MATV
Schweitzer Mauduit International Inc

Basic Materials
23.3K
New
$4.58 - $6.98 $107K - $162K
23.3K $158K
FRME
First Merchants Corp

Financial Services
6.48K
+ 15.26%
$34.13 - $40.19 $221K - $260K
48.9K $1.87M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
125K
+ 245.87%
$0.91 - $1.45 $114K - $181K
176K $217K
TSEM
Tower Semiconductor LTD

Technology
2.08K
+ 23.87%
$29.65 - $43.8 $61.6K - $90.9K
10.8K $467K
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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