Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FMNB
Farmers National Banc Corp

Financial Services
9.21K
+ 23.11%
$11.92 - $13.89 $110K - $128K
49.1K $676K
RAMP
Live Ramp Holdings, Inc.

Technology
1.14K
+ 6.72%
$23.55 - $33.5 $26.8K - $38.2K
18.1K $597K
KEX
Kirby Corp

Industrials
630
+ 9.34%
$87.32 - $114.99 $55K - $72.4K
7.37K $836K
STWD
Starwood Property Trust, Inc.

Real Estate
7.14K
+ 18.02%
$17.28 - $20.41 $123K - $146K
46.8K $938K
SJW
Sjw Group

Utilities
3.46K
+ 40.19%
$50.1 - $56.8 $173K - $196K
12.1K $625K
TBLA
Taboola.Com Ltd.

Communication Services
42.2K
New
$2.54 - $3.7 $107K - $156K
42.2K $154K
ONON
On Holding Ag

Consumer Cyclical
69
+ 0.37%
$37.65 - $60.68 $2.6K - $4.19K
18.5K $964K
AGNC
Agnc Investment Corp.

Real Estate
25.2K
+ 12.45%
$8.12 - $9.49 $205K - $239K
228K $2.09M
BCH
Bank Of Chile

Financial Services
3.28K
+ 24.75%
$24.36 - $31.69 $79.8K - $104K
16.5K $502K
AMRC
Ameresco, Inc.

Industrials
10K
New
$8.66 - $16.53 $87K - $166K
10K $152K
FRSH
Freshworks Inc.

Technology
5.91K
+ 7.52%
$12.07 - $15.98 $71.3K - $94.4K
84.4K $1.26M
ARKQ
Ark Autonomous Technology & Ro

ETFs
543
+ 12.16%
$58.8 - $89.17 $31.9K - $48.4K
5.01K $446K
ADT
Adt Inc.

Industrials
16.8K
+ 71.32%
$7.54 - $8.6 $126K - $144K
40.3K $341K
RNA
Avidity Biosciences, Inc.

Healthcare
6.6K
+ 20.2%
$24.08 - $36.24 $159K - $239K
39.3K $1.11M
MTX
Minerals Technologies Inc

Basic Materials
3.29K
+ 92.38%
$50.93 - $63.06 $167K - $207K
6.85K $376K
CTKB
Cytek Biosciences, Inc.

Healthcare
45.7K
+ 455.38%
$2.42 - $3.99 $110K - $182K
55.7K $189K
METV
Listed Fds Tr Roundhill Ball M

ETFs
4.31K
+ 20.24%
$11.59 - $17.03 $50K - $73.4K
25.6K $436K
HIMX
Himax Technologies, Inc.

Technology
8.41K
+ 18.0%
$5.89 - $9.44 $49.5K - $79.4K
55.1K $492K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
3.18K
+ 7.06%
$22.63 - $26.95 $72K - $85.7K
48.3K $1.3M
MSGS
Madison Square Garden Sports Corp.

Communication Services
471
+ 13.46%
$175.61 - $208.95 $82.7K - $98.4K
3.97K $829K
BR
Broadridge Financial Solutions, Inc.

Technology
551
+ 2.18%
$217.22 - $246.25 $120K - $136K
25.8K $6.27M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
20.2K
+ 2.38%
$10.78 - $11.28 $218K - $228K
870K $9.68M
VTHR
Vanguard Russell 3000 ETF

ETFs
184
+ 4.86%
$218.71 - $272.75 $40.2K - $50.2K
3.97K $1.08M
KROS
Keros Therapeutics, Inc.

Healthcare
6.95K
+ 40.21%
$9.55 - $15.11 $66.4K - $105K
24.2K $323K
WTTR
Select Energy Services, Inc.

Energy
19.6K
+ 163.96%
$7.3 - $10.83 $143K - $212K
31.5K $272K
ACI
Albertsons Companies, Inc.

Consumer Defensive
7.72K
+ 18.97%
$19.94 - $22.91 $154K - $177K
48.4K $1.04M
FOUR
Shift4 Payments, Inc.

Technology
799
+ 20.58%
$72.5 - $99.11 $57.9K - $79.2K
4.68K $463K
KIND
Nextdoor Holdings, Inc.

Communication Services
83.7K
+ 165.04%
$1.36 - $1.66 $114K - $139K
134K $223K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
57K
+ 568.2%
$2.57 - $4.95 $147K - $282K
67.1K $195K
NLOK
Norton Life Lock Inc.

Technology
6.74K
+ 9.88%
N/A
74.9K $1.61M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
781
+ 28.78%
$103.49 - $133.44 $80.8K - $104K
3.5K $460K
FUBO
Fubo Tv Inc.

Communication Services
15.6K
+ 17.26%
$2.42 - $3.86 $37.8K - $60.2K
106K $409K
AMBC
Ambac Financial Group Inc

Financial Services
20.4K
New
$6.53 - $8.35 $133K - $171K
20.4K $144K
ADEA
Adeia Inc.

Technology
10.2K
New
$11.23 - $14.24 $115K - $145K
10.2K $144K
AVB
Avalonbay Communities Inc

Real Estate
1.29K
+ 12.14%
$187.23 - $215.61 $242K - $279K
11.9K $2.43M
ALHC
Alignment Healthcare, Inc.

Healthcare
16.7K
+ 85.62%
$13.7 - $19.78 $229K - $331K
36.2K $507K
FLJP
Franklin Templeton ETF Tr

ETFs
3.87K
+ 54.76%
$26.35 - $32.28 $102K - $125K
10.9K $351K
ODP
Odp Corp

Consumer Cyclical
4.66K
+ 30.36%
$12.08 - $19.08 $56.2K - $88.8K
20K $362K
GAB
Gabelli Equity Trust Inc

Financial Services
116
+ 0.03%
$4.97 - $5.87 $577 - $681
461K $2.68M
WEAV
Weave Communications, Inc.

Technology
17.1K
New
$8.11 - $11.18 $139K - $192K
17.1K $142K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
10.4K
+ 28.98%
$6.26 - $9.51 $65.2K - $99.1K
46.4K $399K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.44K
+ 35.37%
$99.1 - $99.49 $142K - $143K
5.5K $546K
SWBI
Smith & Wesson Brands, Inc.

Industrials
16.9K
+ 136.15%
$8.48 - $10.88 $144K - $184K
29.4K $255K
TBPH
Theravance Biopharma, Inc.

Healthcare
12.6K
New
$8.32 - $11.25 $105K - $142K
12.6K $139K
TDC
Teradata Corp

Technology
6.31K
+ 52.79%
$19.2 - $23.59 $121K - $149K
18.3K $407K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
4.59K
+ 38.43%
$28.45 - $33.08 $131K - $152K
16.5K $527K
BB
Blackberry LTD

Technology
24.9K
+ 87.47%
$2.87 - $4.87 $71.5K - $121K
53.4K $244K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
5.7K
+ 41.98%
N/A
19.3K $463K
HAE
Haemonetics Corp

Healthcare
335
+ 3.28%
$56.04 - $74.77 $18.8K - $25K
10.5K $785K
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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