Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIO
Bio Rad Laboratories, Inc.

Healthcare
518
+ 22.73%
$216.56 - $256.68 $112K - $133K
2.8K $674K
WST
West Pharmaceutical Services Inc

Healthcare
1.71K
+ 3.39%
$190.39 - $227.7 $326K - $390K
52.3K $11.4M
DOMO
Domo, Inc.

Technology
2.89K
+ 23.16%
$6.64 - $14.63 $19.2K - $42.3K
15.4K $214K
AAP
Advance Auto Parts Inc

Consumer Cyclical
1.1K
+ 12.02%
$30.31 - $53.25 $33.5K - $58.8K
10.3K $478K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.37K
+ 11.2%
$47.02 - $47.83 $111K - $113K
23.5K $1.12M
FULC
Fulcrum Therapeutics, Inc.

Healthcare
16.9K
New
$2.51 - $7.38 $42.5K - $125K
16.9K $116K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
790
+ 6.17%
$61.08 - $74.04 $48.3K - $58.5K
13.6K $1.01M
FDVV
Fidelity High Dividend ETF

ETFs
1.81K
+ 19.76%
$43.6 - $52.02 $79K - $94.2K
11K $570K
PBRA
Petroleo Bras Ads (Ea Reptg 2
8.89K
+ 39.01%
N/A
31.7K $415K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.37K
+ 1.8%
$16.57 - $20.48 $22.6K - $28K
77.5K $1.59M
CNP
Centerpoint Energy Inc

Utilities
2.05K
+ 2.67%
$35.5 - $39.05 $72.6K - $79.9K
78.7K $2.89M
TS
Tenaris Sa

Energy
4.71K
+ 13.02%
$30.71 - $39.46 $144K - $186K
40.8K $1.53M
DTE
Dte Energy CO

Utilities
3.96K
+ 5.59%
$127.39 - $139.49 $505K - $553K
74.8K $9.91M
VIR
Vir Biotechnology, Inc.

Healthcare
25.8K
+ 214.68%
$4.5 - $6.48 $116K - $167K
37.8K $190K
IPAR
Inter Parfums Inc

Consumer Defensive
125
+ 2.26%
$99.7 - $141.48 $12.5K - $17.7K
5.67K $744K
HCC
Warrior Met Coal, Inc.

Basic Materials
3.31K
+ 15.72%
$40.66 - $50.18 $135K - $166K
24.4K $1.12M
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
11.1K
New
$4.26 - $10.55 $47.3K - $117K
11.1K $112K
AORT
Artivion, Inc.

Healthcare
753
+ 5.57%
$22.19 - $31.19 $16.7K - $23.5K
14.3K $443K
AVXL
Anavex Life Sciences Corp.

Healthcare
8.51K
+ 16.89%
$7.37 - $9.63 $62.7K - $82K
58.9K $543K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
11.3K
New
$9.72 - $10.39 $110K - $117K
11.3K $111K
RWL
Invesco Exchange Traded Fd Tr

ETFs
771
+ 12.55%
$89.02 - $104.29 $68.6K - $80.4K
6.92K $721K
ATO
Atmos Energy Corp

Utilities
833
+ 2.14%
$145.06 - $162.66 $121K - $135K
39.8K $6.14M
PX
P10, Inc.

Financial Services
10.8K
New
$8.91 - $12.2 $96.1K - $132K
10.8K $110K
YEXT
Yext, Inc.

Technology
12.9K
New
$5.61 - $8.97 $72.2K - $115K
12.9K $109K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
25.5K
New
$2.6 - $4.33 $66.2K - $110K
25.5K $109K
UTG
Reaves Utility Income Fund

Financial Services
764
+ 3.42%
$29.08 - $36.18 $22.2K - $27.6K
23.1K $836K
INTR
Inter & Co, Inc.

Financial Services
4.31K
+ 10.95%
$5.04 - $7.56 $21.7K - $32.6K
43.7K $324K
VOTE
Engine No 1 ETF Tr

ETFs
265
+ 2.16%
$58.2 - $72.74 $15.4K - $19.3K
12.5K $910K
CAMT
Camtek LTD

Technology
13
+ 0.31%
$50.56 - $84.56 $657 - $1.1K
4.16K $351K
TMST
Timken Steel Corp

Basic Materials
5K
+ 16.06%
N/A
36.1K $777K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
38.5K
+ 49.56%
$1.72 - $2.47 $66.1K - $95K
116K $279K
FLNC
Fluence Energy, Inc.

Utilities
16.2K
New
$3.61 - $6.71 $58.6K - $109K
16.2K $108K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
241
+ 2.78%
$120.49 - $141.16 $29K - $34K
8.92K $1.23M
VVV
Valvoline Inc

Energy
2.35K
+ 40.07%
$31.48 - $38.2 $74.1K - $89.9K
8.23K $311K
FISI
Financial Institutions Inc

Financial Services
3.81K
+ 28.72%
$21.43 - $27.23 $81.6K - $104K
17.1K $438K
EQAL
Invesco ETF

ETFs
1.51K
+ 9.35%
$41.38 - $49.24 $62.3K - $74.2K
17.6K $867K
LTC
Ltc Properties Inc

Real Estate
3.24K
+ 40.63%
$32.83 - $36.24 $106K - $117K
11.2K $387K
TKR
Timken CO

Industrials
1.37K
+ 15.2%
$57.34 - $74.03 $78.3K - $101K
10.4K $750K
TAC
Transalta Corp

Utilities
3.32K
+ 6.92%
$8.16 - $11.47 $27.1K - $38.1K
51.3K $553K
WAT
Waters Corp

Healthcare
813
+ 8.78%
$307.71 - $366.67 $250K - $298K
10.1K $3.51M
BSAC
Banco Santander Chile

Financial Services
2.7K
+ 19.05%
$20.93 - $25.39 $56.4K - $68.5K
16.9K $425K
TNL
Travel & Leisure Co.

Consumer Cyclical
865
+ 7.93%
$38.78 - $51.89 $33.5K - $44.9K
11.8K $607K
ALGT
Allegiant Travel CO

Industrials
1.56K
+ 29.08%
$40.9 - $59.35 $63.7K - $92.5K
6.92K $379K
PCQ
Pimco California Municipal Income Fund

Financial Services
12.1K
New
$8.18 - $9.04 $98.7K - $109K
12.1K $103K
INDY
Ishares India 50 ETF

ETFs
260
+ 1.06%
$48.44 - $54.73 $12.6K - $14.2K
24.9K $1.35M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.8K
+ 12.95%
$6.28 - $9.67 $23.8K - $36.7K
33.1K $310K
TCBI
Texas Capital Bancshares Inc

Financial Services
817
+ 10.22%
$61.24 - $79.4 $50K - $64.9K
8.81K $699K
RVLV
Revolve Group, Inc.

Consumer Cyclical
15.1K
+ 10.8%
$17.07 - $22.57 $258K - $341K
155K $3.11M
CYH
Community Health Systems Inc

Healthcare
12.2K
+ 14.13%
$2.39 - $4.35 $29.2K - $53.1K
98.6K $335K
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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