Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GMED
Globus Medical Inc

Healthcare
1.93K
+ 25.78%
$69.68 - $93.32 $135K - $180K
9.44K $690K
UDR
Udr, Inc.

Real Estate
749
+ 3.65%
$40.09 - $46.04 $30K - $34.5K
21.3K $960K
ATRC
Atri Cure, Inc.

Healthcare
1.56K
+ 13.29%
$30.4 - $42.4 $47.4K - $66.1K
13.3K $428K
FYX
First Tr Small Cap Core Alphad

ETFs
1.23K
+ 32.8%
$89.26 - $104.61 $110K - $129K
4.98K $449K
OGN
Organon & Co.

Healthcare
4.92K
+ 5.83%
$14.29 - $16.41 $70.2K - $80.7K
89.2K $1.33M
RF
Regions Financial Corp

Financial Services
20K
+ 9.8%
$20.84 - $24.77 $418K - $496K
225K $4.88M
XRX
Xerox Holdings Corp

Technology
31.6K
+ 138.7%
$4.83 - $9.84 $153K - $311K
54.4K $262K
NJR
New Jersey Resources Corp

Utilities
272
+ 1.17%
$45.25 - $49.37 $12.3K - $13.4K
23.6K $1.16M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.24K
+ 17.3%
$61.55 - $71.27 $138K - $160K
15.2K $949K
MYRG
Myr Group Inc.

Industrials
2.54K
+ 41.44%
$106.08 - $157.33 $269K - $399K
8.67K $980K
EPAM
Epam Systems, Inc.

Technology
363
+ 4.58%
N/A
8.29K $1.54M
BCH
Bank Of Chile

Financial Services
776
+ 6.23%
$22.15 - $28.49 $17.2K - $22.1K
13.2K $350K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
94
+ 1.72%
$160.89 - $187.27 $15.1K - $17.6K
5.57K $963K
USA
Liberty All Star Equity Fund

Financial Services
14.4K
+ 20.91%
$6.41 - $7.32 $92.1K - $105K
83K $543K
NEXT
Next Decade Corp.

Energy
8.5K
+ 80.74%
$6.75 - $9.43 $57.3K - $80.1K
19K $147K
MRTN
Marten Transport LTD

Industrials
11.7K
+ 23.15%
$13.63 - $16.49 $159K - $193K
62.2K $853K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
25K
New
$2.52 - $4.08 $63.1K - $102K
25K $65K
EPC
Edgewell Personal Care CO

Consumer Defensive
2.84K
+ 28.9%
$28.59 - $34.44 $81.2K - $97.8K
12.7K $395K
IE
Ivanhoe Electric Inc.

Basic Materials
17.7K
+ 84.88%
$5.41 - $7.99 $95.6K - $141K
38.5K $223K
MKTX
Marketaxess Holdings Inc

Financial Services
393
+ 19.73%
$189.81 - $226.47 $74.6K - $89K
2.39K $515K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.62K
+ 14.3%
$21.77 - $22.25 $57K - $58.3K
20.9K $465K
WETF
Wisdom Tree Investments, Inc.

Financial Services
11.7K
+ 11.49%
N/A
113K $618K
BAP
Credicorp LTD

Financial Services
269
+ 5.67%
$178.97 - $197.4 $48.1K - $53.1K
5.01K $933K
SB
Safe Bulkers, Inc.

Industrials
17.4K
New
$3.31 - $3.9 $57.7K - $68K
17.4K $64K
CLF
Cleveland Cliffs Inc.

Basic Materials
25.1K
+ 20.68%
$8.22 - $12.02 $206K - $301K
146K $1.2M
QUAD
Quad/Graphics, Inc.

Industrials
11.6K
New
$5.45 - $7.93 $63.3K - $92.2K
11.6K $63K
AXGN
Axogen, Inc.

Healthcare
706
+ 2.82%
$14.56 - $20.11 $10.3K - $14.2K
25.7K $475K
HESM
Hess Midstream LP

Energy
580
+ 8.07%
$37.59 - $43.88 $21.8K - $25.5K
7.77K $328K
RPD
Rapid7, Inc.

Technology
7.22K
+ 76.71%
$26.51 - $39.81 $191K - $287K
16.6K $440K
RBCAA
Republic Bancorp Inc

Financial Services
1.56K
+ 25.17%
$63.57 - $69.14 $99K - $108K
7.75K $494K
COGT
Cogent Biosciences, Inc.

Healthcare
10.5K
New
$5.99 - $9.66 $62.9K - $101K
10.5K $62K
APLD
Applied Blockchain, Inc.

Financial Services
16.4K
+ 104.38%
$5.62 - $10.65 $92.2K - $175K
32.1K $180K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.93K
+ 24.04%
N/A
9.95K $313K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
818
+ 14.65%
$71.9 - $77.57 $58.8K - $63.5K
6.4K $475K
IEO
Ishares Tr

ETFs
177
+ 1.98%
$86.02 - $99.13 $15.2K - $17.5K
9.12K $862K
BLND
Blend Labs, Inc.

Technology
18.4K
+ 4697.95%
$2.96 - $4.05 $54.4K - $74.4K
18.8K $62K
CADL
Candel Therapeutics, Inc.

Healthcare
10.7K
New
$5.65 - $12.21 $60.7K - $131K
10.7K $60K
CIEN
Ciena Corp

Technology
6.47K
+ 47.58%
$60.43 - $98.18 $391K - $636K
20.1K $1.21M
USLM
United States Lime & Minerals Inc

Basic Materials
2.43K
+ 69.95%
$85.17 - $125.32 $207K - $305K
5.9K $521K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
659
+ 0.42%
$25.35 - $27.46 $16.7K - $18.1K
158K $4.18M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
677
+ 9.56%
$73.11 - $77.43 $49.5K - $52.4K
7.76K $589K
EWY
Ishares Inc Msci South Korea E

ETFs
872
+ 21.95%
$51.16 - $58.46 $44.6K - $51K
4.85K $261K
MTG
Mgic Investment Corp

Financial Services
1.42K
+ 6.31%
$22.56 - $25.71 $32K - $36.4K
23.9K $591K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
4.15K
+ 38.53%
$18.47 - $21.1 $76.6K - $87.5K
14.9K $275K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
592
+ 4.52%
$19.53 - $25.74 $11.6K - $15.2K
13.7K $332K
CQP
Cheniere Energy Partners, L.P.

Energy
2
+ 0.04%
$55.42 - $67.71 $111 - $135
4.5K $297K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
10.7K
New
$4.96 - $9.04 $52.9K - $96.4K
10.7K $58K
RBBN
Ribbon Communications Inc.

Communication Services
14.9K
+ 38205.13%
$3.78 - $5.14 $56.3K - $76.6K
14.9K $58K
ABUS
Arbutus Biopharma Corp

Healthcare
13.7K
+ 28.43%
$3.06 - $3.59 $42.1K - $49.3K
62.1K $216K
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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