Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRCH
Porch Group, Inc.

Technology
11.6K
New
$4.66 - $11.94 $53.8K - $138K
11.6K $136K
IYC
Ishares U.S. Consumer Discreti

ETFs
352
+ 3.95%
$79.19 - $99.64 $27.9K - $35.1K
9.26K $922K
ETNB
89bio, Inc.

Healthcare
13.9K
New
$4.83 - $10.57 $67.2K - $147K
13.9K $136K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.55K
+ 11.22%
$32.11 - $38.21 $82K - $97.6K
25.3K $960K
EBF
Ennis, Inc.

Industrials
11.8K
+ 28.87%
$17.27 - $20.22 $204K - $239K
52.8K $958K
CRAI
Cra International, Inc.

Industrials
439
+ 11.79%
$160.48 - $195.43 $70.5K - $85.8K
4.16K $779K
AM
Antero Midstream Corp

Energy
1.36K
+ 1.2%
$15.88 - $18.99 $21.6K - $25.8K
115K $2.18M
CFFN
Capitol Federal Financial, Inc.

Financial Services
15.6K
+ 20.14%
$5.03 - $6.1 $78.7K - $95.5K
93.3K $569K
BGS
B&G Foods, Inc.

Consumer Defensive
57.7K
+ 137.7%
$4.02 - $7.07 $232K - $408K
99.6K $421K
PPTA
Perpetua Resources Corp.

Basic Materials
11K
New
$8.98 - $17.13 $99.1K - $189K
11K $133K
TTC
Toro CO

Industrials
2.32K
+ 15.27%
$63.51 - $77.8 $147K - $180K
17.5K $1.24M
ENVX
Enovix Corp

Industrials
3.82K
+ 12.45%
$5.46 - $10.53 $20.8K - $40.2K
34.5K $356K
CNHI
Cnh Industrial N.V.

Industrials
12.5K
+ 24.52%
N/A
63.4K $660K
PDFS
Pdf Solutions Inc

Technology
2.15K
+ 5.86%
$16.41 - $21.44 $35.2K - $46K
38.7K $828K
AMH
American Homes 4 Rent

Real Estate
4.25K
+ 29.59%
$32.8 - $39.31 $139K - $167K
18.6K $670K
NNOX
Nano X Imaging Ltd.

Healthcare
22K
+ 26.09%
$4.1 - $5.71 $90.2K - $126K
106K $549K
MGPI
Mgp Ingredients Inc

Consumer Defensive
3.89K
+ 21.19%
$26.51 - $33.56 $103K - $131K
22.3K $667K
OUNZ
Van Eck Merk Gold Trust

ETFs
659
+ 1.08%
$28.68 - $33.09 $18.9K - $21.8K
61.7K $1.97M
AB
Alliancebernstein Holding L.P.

Financial Services
2.39K
+ 19.5%
$33.0 - $41.77 $79K - $100K
14.7K $598K
GPS
Gap Inc

Consumer Cyclical
6.29K
+ 34.38%
N/A
24.6K $495K
NTST
Netstreit Corp.

Real Estate
6.55K
+ 44.26%
$14.61 - $16.95 $95.7K - $111K
21.4K $361K
XPEL
Xpel, Inc.

Consumer Cyclical
2.05K
+ 24.92%
$24.72 - $38.85 $50.7K - $79.6K
10.3K $368K
FCPT
Four Corners Property Trust, Inc.

Real Estate
6.9K
+ 20.98%
$26.06 - $28.7 $180K - $198K
39.8K $1.07M
FYBR
Frontier Communications Parent, Inc.

Communication Services
3.25K
+ 21.66%
$35.51 - $36.83 $115K - $120K
18.3K $664K
MGEE
Mge Energy Inc

Utilities
1.83K
+ 23.09%
$86.85 - $93.48 $159K - $171K
9.78K $864K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.42K
+ 2.87%
$24.63 - $29.39 $34.9K - $41.7K
50.8K $1.47M
RDN
Radian Group Inc

Financial Services
2.38K
+ 17.97%
$30.48 - $36.53 $72.6K - $87K
15.6K $563K
WHR
Whirlpool Corp

Consumer Cyclical
157
+ 1.63%
$75.71 - $101.42 $11.9K - $15.9K
9.78K $991K
TIMB
Tim S.A.

Communication Services
1.81K
+ 9.21%
$14.45 - $20.11 $26.2K - $36.5K
21.5K $432K
CRI
Carters Inc

Consumer Cyclical
7.64K
+ 77.2%
$29.83 - $42.12 $228K - $322K
17.5K $528K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
5.17K
+ 17.22%
$16.37 - $18.59 $84.6K - $96.1K
35.2K $648K
ETSY
Etsy Inc

Consumer Cyclical
1.76K
+ 14.97%
$40.8 - $63.88 $71.7K - $112K
13.5K $676K
CSGS
Csg Systems International Inc

Technology
924
+ 7.14%
$56.51 - $66.33 $52.2K - $61.3K
13.9K $905K
VECO
Veeco Instruments Inc

Technology
5.2K
+ 7.16%
$17.35 - $21.81 $90.2K - $113K
77.8K $1.58M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
174
+ 1.13%
$59.98 - $74.92 $10.4K - $13K
15.6K $1.16M
JNPR
Juniper Networks Inc

Technology
1.04K
+ 4.87%
$33.93 - $39.93 $35.4K - $41.6K
22.4K $896K
ARVN
Arvinas, Inc.

Healthcare
16K
+ 107.67%
$6.07 - $9.62 $96.8K - $153K
30.8K $226K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
1.67K
+ 10.8%
$34.43 - $46.99 $57.4K - $78.3K
17.1K $803K
IAS
Integral Ad Science Holding Corp.

Communication Services
14.7K
New
$6.38 - $8.33 $93.8K - $122K
14.7K $122K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.1K
+ 6.42%
$16.58 - $24.56 $18.2K - $27K
18.2K $447K
WAL
Western Alliance Bancorporation

Financial Services
1.46K
+ 20.0%
$61.0 - $79.94 $88.8K - $116K
8.73K $680K
TROW
Price T Rowe Group Inc

Financial Services
155
+ 0.67%
$80.27 - $98.06 $12.4K - $15.2K
23.2K $2.24M
PVH
Pvh Corp.

Consumer Cyclical
1.36K
+ 19.78%
$60.5 - $87.28 $82.2K - $119K
8.23K $564K
ALKT
Alkami Technology, Inc.

Technology
2.33K
+ 18.14%
$22.54 - $31.19 $52.5K - $72.7K
15.2K $457K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
18.5K
New
$6.16 - $7.97 $114K - $148K
18.5K $120K
GOOD
Gladstone Commercial Corp

Real Estate
9.17K
+ 52.16%
$13.16 - $15.07 $121K - $138K
26.7K $383K
TITN
Titan Machinery Inc.

Industrials
3.94K
+ 25.94%
$14.14 - $22.54 $55.7K - $88.8K
19.1K $378K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.9K
+ 34.83%
$16.31 - $16.78 $113K - $116K
26.7K $448K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.64K
+ 22.6%
$24.32 - $24.81 $113K - $115K
25.2K $625K
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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