Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLPX
Global X Mlp & Energy Infrastr

ETFs
918
+ 7.56%
$59.6 - $67.2 $54.7K - $61.7K
13.1K $832K
USO
United States Oil Fund, LP

ETFs
1.08K
+ 12.76%
$70.89 - $84.34 $76.6K - $91.2K
9.55K $738K
CGEM
Cullinan Oncology, Inc.

Healthcare
13K
New
$7.57 - $12.68 $98K - $164K
13K $98K
MSA
Msa Safety Inc

Industrials
986
+ 40.23%
$146.69 - $166.47 $145K - $164K
3.44K $504K
ORA
Ormat Technologies, Inc.

Utilities
845
+ 6.75%
$62.47 - $72.93 $52.8K - $61.6K
13.4K $945K
BTG
B2 Gold Corp

Basic Materials
21.2K
+ 23.45%
$2.3 - $3.3 $48.9K - $70.1K
112K $318K
ATEC
Alphatec Holdings, Inc.

Healthcare
4.39K
+ 8.01%
$9.06 - $12.53 $39.8K - $55K
59.2K $600K
PBF
Pbf Energy Inc.

Energy
19.5K
+ 52.94%
$18.97 - $31.31 $370K - $611K
56.4K $1.08M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.64K
+ 8.12%
$25.12 - $26.05 $117K - $121K
61.8K $1.56M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
997
+ 15.26%
$47.66 - $57.45 $47.5K - $57.3K
7.53K $409K
BSAC
Banco Santander Chile

Financial Services
2.03K
+ 16.74%
$18.24 - $23.57 $37K - $47.8K
14.2K $322K
PRCT
Procept Bio Robotics Corp

Healthcare
5.21K
+ 55.31%
$56.03 - $88.57 $292K - $461K
14.6K $852K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
689
+ 34.02%
$96.27 - $116.36 $66.3K - $80.2K
2.71K $315K
BASE
Couchbase, Inc.

Technology
5.74K
+ 41.11%
$13.17 - $19.14 $75.5K - $110K
19.7K $310K
SGH
Smart Global Holdings, Inc.

Technology
5.39K
+ 31.68%
N/A
22.4K $387K
TOST
Toast, Inc.

Technology
5.69K
+ 19.33%
$32.61 - $41.98 $186K - $239K
35.1K $1.17M
UNF
Unifirst Corp

Industrials
464
+ 11.53%
$169.33 - $230.5 $78.6K - $107K
4.49K $780K
AGNC
Agnc Investment Corp.

Real Estate
1.92K
+ 0.96%
$9.12 - $10.54 $17.5K - $20.2K
203K $1.94M
ARVN
Arvinas, Inc.

Healthcare
14.1K
+ 2098.52%
$7.02 - $20.5 $99.3K - $290K
14.8K $104K
ENIC
Enel Chile S.A.

Utilities
6.48K
+ 3.57%
$2.85 - $3.47 $18.5K - $22.5K
188K $615K
VMEO
Vimeo, Inc.

Technology
20.1K
+ 157.43%
$5.26 - $6.93 $106K - $140K
32.9K $173K
KODK
Eastman Kodak CO

Industrials
15.8K
+ 45.54%
$6.15 - $8.08 $96.9K - $127K
50.4K $318K
AIV
Apartment Investment & Management CO

Real Estate
10.5K
New
$8.54 - $9.12 $89.2K - $95.3K
10.5K $91K
TREE
Lending Tree, Inc.

Financial Services
454
+ 7.73%
$36.27 - $55.58 $16.5K - $25.2K
6.33K $318K
WD
Walker & Dunlop, Inc.

Financial Services
3.54K
+ 19.81%
$82.09 - $96.76 $291K - $343K
21.4K $1.83M
ARDX
Ardelyx, Inc.

Healthcare
19.3K
+ 120.81%
$4.91 - $6.36 $95K - $123K
35.4K $173K
CBT
Cabot Corp

Basic Materials
2.36K
+ 18.29%
$81.12 - $92.51 $191K - $218K
15.3K $1.27M
CACI
Caci International Inc

Technology
210
+ 8.59%
N/A
2.66K $1.14M
ASND
Ascendis Pharma A/S

Healthcare
166
+ 4.78%
$119.49 - $168.84 $19.8K - $28K
3.64K $566K
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 16.23%
$20.82 - $22.08 $81.1K - $86K
27.9K $599K
PCG
Pg&E Corp

Utilities
33.2K
+ 20.72%
$15.16 - $20.4 $503K - $677K
193K $3.32M
TMCI
Treace Medical Concepts, Inc.

Healthcare
7K
+ 21.93%
$7.3 - $10.54 $51.1K - $73.8K
38.9K $326K
CWT
California Water Service Group

Utilities
888
+ 6.27%
$41.88 - $48.46 $37.2K - $43K
15K $729K
HIMX
Himax Technologies, Inc.

Technology
14.9K
+ 46.91%
$7.2 - $12.85 $107K - $192K
46.7K $343K
USNA
Usana Health Sciences Inc

Consumer Defensive
7.29K
+ 59.97%
$26.26 - $36.39 $191K - $265K
19.4K $524K
ERIC
Ericsson Lm Telephone CO

Technology
11.9K
+ 61.75%
$7.47 - $8.9 $89.1K - $106K
31.2K $242K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
3.61K
+ 35.55%
$29.2 - $32.92 $105K - $119K
13.8K $424K
GNTX
Gentex Corp

Consumer Cyclical
21.1K
+ 28.21%
$23.3 - $28.48 $491K - $600K
95.8K $2.23M
ASLE
Aer Sale Corp

Industrials
11.4K
+ 4574.7%
$6.09 - $8.45 $69.4K - $96.3K
11.6K $87K
AG
First Majestic Silver Corp

Basic Materials
10.8K
+ 88.46%
$5.28 - $7.25 $57K - $78.3K
23K $153K
KTF
Dws Municipal Income Trust

Financial Services
9.12K
+ 59.84%
$9.32 - $9.72 $85K - $88.6K
24.4K $228K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
214
+ 2.56%
$107.24 - $116.37 $22.9K - $24.9K
8.56K $996K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
1.22K
+ 15.02%
$41.32 - $53.16 $50.5K - $64.9K
9.35K $421K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.9K
+ 9.75%
$63.38 - $72.02 $120K - $137K
21.4K $1.4M
EQX
Equinox Gold Corp.

Basic Materials
3.09K
+ 9.07%
$5.09 - $7.16 $15.7K - $22.1K
37.1K $255K
LCII
Lci Industries

Consumer Cyclical
1.77K
+ 40.86%
$87.4 - $110.52 $154K - $195K
6.09K $532K
WVE
Wave Life Sciences Ltd.

Healthcare
10.6K
New
$8.08 - $13.51 $85.8K - $144K
10.6K $85K
IPGP
Ipg Photonics Corp

Technology
2.41K
+ 33.69%
$57.86 - $77.8 $140K - $188K
9.57K $604K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.28K
+ 40.06%
$24.6 - $24.99 $80.7K - $81.9K
11.5K $286K
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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