Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MNRO
Monro, Inc.

Consumer Cyclical
16.2K
+ 110.74%
$14.47 - $24.54 $234K - $396K
30.7K $444K
PSO
Pearson PLC

Communication Services
5.8K
+ 6.2%
$15.45 - $17.75 $89.7K - $103K
99.4K $1.59M
GMRE
Global Medical Reit Inc.

Real Estate
6.03K
+ 20.62%
$7.52 - $9.08 $45.4K - $54.8K
35.3K $308K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
32.7K
New
$1.88 - $2.69 $61.6K - $88.1K
32.7K $83K
STOK
Stoke Therapeutics, Inc.

Healthcare
12.6K
New
$6.65 - $12.74 $83.8K - $160K
12.6K $83K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.27K
+ 4.34%
$23.24 - $26.16 $29.4K - $33.1K
30.4K $777K
GBX
Greenbrier Companies Inc

Industrials
5.39K
+ 27.11%
$51.22 - $70.7 $276K - $381K
25.3K $1.29M
MAT
Mattel Inc

Consumer Cyclical
2.54K
+ 13.44%
$17.73 - $21.94 $45K - $55.7K
21.4K $416K
REX
Rex American Resources Corp

Basic Materials
2.72K
+ 54.41%
$35.87 - $44.13 $97.7K - $120K
7.73K $290K
SCHL
Scholastic Corp

Communication Services
6.56K
+ 38.63%
$17.86 - $21.89 $117K - $144K
23.5K $444K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
2.11K
+ 20.63%
$48.56 - $61.02 $102K - $129K
12.3K $653K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
3.72K
+ 31.7%
$19.12 - $20.71 $71.1K - $77K
15.5K $313K
VNO
Vornado Realty Trust

Real Estate
6.75K
+ 20.21%
$35.4 - $43.26 $239K - $292K
40.2K $1.49M
IAC
Iac/Inter Active Corp

Communication Services
1.19K
+ 12.56%
$41.0 - $50.0 $48.8K - $59.6K
10.7K $490K
CEVA
Ceva Inc

Technology
8.21K
+ 37.33%
$25.61 - $38.44 $210K - $316K
30.2K $773K
DOMO
Domo, Inc.

Technology
10.1K
+ 419.92%
$6.62 - $9.15 $66.7K - $92.2K
12.5K $96K
SLF
Sun Life Financial Inc

Financial Services
3.45K
+ 6.09%
$54.05 - $59.19 $187K - $204K
60.2K $3.44M
AFRM
Affirm Holdings, Inc.

Technology
6.52K
+ 47.79%
$43.7 - $80.98 $285K - $528K
20.1K $910K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
453
+ 1.43%
$41.61 - $44.72 $18.8K - $20.3K
32K $1.39M
INDI
Indie Semiconductor, Inc.

Technology
64.8K
+ 246.43%
$2.04 - $4.66 $132K - $302K
91.1K $185K
VOX
Vanguard Communication Service

ETFs
1.14K
+ 8.34%
$147.73 - $169.24 $168K - $193K
14.8K $2.2M
NVT
N Vent Electric PLC

Industrials
9.34K
+ 35.84%
$52.42 - $75.4 $489K - $704K
35.4K $1.85M
WU
Western Union CO

Financial Services
7.42K
+ 33.66%
$10.24 - $11.62 $76K - $86.2K
29.5K $311K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
10.9K
New
$7.0 - $7.44 $76.4K - $81.3K
10.9K $78K
DX
Dynex Capital Inc

Real Estate
5.56K
+ 35.46%
$12.18 - $14.42 $67.7K - $80.1K
21.2K $276K
TDS
Telephone & Data Systems Inc

Communication Services
198
+ 1.33%
$32.18 - $40.31 $6.37K - $7.98K
15.1K $583K
AMPY
Amplify Energy Corp.

Energy
20.8K
New
$3.72 - $6.53 $77.3K - $136K
20.8K $77K
JBI
Janus International Group, Inc.

Industrials
11.4K
+ 33.86%
$6.95 - $9.11 $79.3K - $104K
45.1K $324K
CURV
Torrid Holdings Inc.

Consumer Cyclical
13.4K
+ 110.16%
$4.79 - $7.06 $64.4K - $94.9K
25.7K $140K
ALV
Autoliv Inc

Consumer Cyclical
1.11K
+ 27.52%
$87.68 - $102.7 $97K - $114K
5.13K $453K
FDN
First Tr Fd Dow Jones

ETFs
2.3K
+ 11.11%
$221.38 - $266.86 $510K - $615K
23K $5.12M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.96K
+ 4.64%
$32.57 - $35.82 $129K - $142K
89.4K $2.96M
SDGR
Schrodinger, Inc.

Healthcare
3.3K
+ 14.48%
$18.69 - $26.15 $61.7K - $86.3K
26.1K $515K
TXG
10x Genomics, Inc.

Healthcare
17.1K
+ 132.26%
$8.73 - $16.31 $149K - $278K
30K $261K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
340
+ 17.01%
$110.55 - $130.35 $37.6K - $44.3K
2.34K $297K
IBDV
Ishares Tr

Technology
3.13K
+ 14.89%
$21.11 - $21.73 $66K - $67.9K
24.1K $523K
LXP
Lxp Industrial Trust

Real Estate
6.13K
+ 15.86%
$7.72 - $9.22 $47.3K - $56.5K
44.8K $387K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
13K
New
$4.7 - $6.98 $61.2K - $90.9K
13K $74K
ARLP
Alliance Resource Partners LP

Energy
399
+ 0.62%
$24.47 - $29.24 $9.76K - $11.7K
64.7K $1.77M
BTBT
Bit Digital, Inc

Financial Services
91K
+ 75.68%
$2.02 - $3.88 $184K - $353K
211K $426K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
57.5K
+ 276.83%
$1.39 - $2.05 $80K - $118K
78.3K $108K
SAND
Sandstorm Gold LTD

Basic Materials
4.55K
+ 23.35%
$5.54 - $7.65 $25.2K - $34.8K
24K $181K
NSA
National Storage Affiliates Trust

Real Estate
1.52K
+ 17.91%
$35.92 - $39.59 $54.7K - $60.3K
10K $394K
XPO
Xpo Logistics, Inc.

Industrials
2.03K
+ 32.79%
$106.12 - $148.16 $215K - $301K
8.22K $883K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.13K
+ 5.3%
$157.71 - $180.77 $178K - $204K
22.4K $3.59M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
5.4K
+ 18.31%
N/A
34.9K $468K
MBWM
Mercantile Bank Corp

Financial Services
2.14K
+ 10.21%
$41.69 - $51.79 $89K - $111K
23.1K $1M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
4.2K
+ 23.34%
$19.28 - $22.3 $81K - $93.7K
22.2K $428K
RNW
Re New Energy Global PLC

Utilities
14.4K
+ 93.46%
$5.82 - $6.95 $84K - $100K
29.9K $176K
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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