Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KE
Kimball Electronics, Inc.

Industrials
5.53K
+ 28.75%
$16.11 - $19.51 $89.1K - $108K
24.8K $407K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
9.75K
+ 3373.36%
$4.92 - $9.82 $48K - $95.7K
10K $49K
PRO
Pros Holdings, Inc.

Technology
6.22K
+ 25.66%
$19.03 - $27.39 $118K - $170K
30.4K $579K
PAC
Pacific Airport Group

Industrials
122
+ 5.47%
$178.82 - $203.81 $21.8K - $24.9K
2.35K $436K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
4.02K
+ 11.47%
$8.29 - $8.97 $33.3K - $36.1K
39.1K $336K
CATH
Global X Fds Global X S&P 500

ETFs
2.04K
+ 7.32%
$66.14 - $74.2 $135K - $152K
29.9K $2.02M
VNET
Vnet Group, Inc.

Technology
1
+ 0.01%
$4.95 - $14.68 $4.95 - $14.7
13.4K $109K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.36K
+ 81.47%
$125.01 - $201.52 $170K - $274K
3.03K $379K
PNM
Pnm Resources Inc

Utilities
1.05K
+ 4.45%
N/A
24.6K $1.02M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.16K
+ 18.09%
$34.23 - $36.9 $39.8K - $42.9K
7.59K $270K
UWMC
Uwm Holdings Corp

Financial Services
9.85K
+ 40.89%
$5.43 - $6.63 $53.5K - $65.3K
33.9K $185K
EBF
Ennis, Inc.

Industrials
3.99K
+ 10.77%
$19.39 - $21.71 $77.3K - $86.6K
41K $823K
NGD
New Gold Inc.

Basic Materials
4.6K
+ 22.01%
$2.54 - $3.71 $11.7K - $17.1K
25.5K $94K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
5.72K
+ 10.52%
$10.43 - $10.86 $59.6K - $62.1K
60.1K $627K
CRMD
Cor Medix Inc.

Healthcare
15.6K
+ 56.61%
$6.16 - $12.57 $95.9K - $196K
43.1K $265K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
17.9K
+ 23.05%
$7.39 - $9.09 $132K - $162K
95.3K $708K
SLM
Slm Corp

Financial Services
285
+ 1.49%
$26.95 - $32.54 $7.68K - $9.27K
19.5K $571K
MAG
Mag Silver Corp

Basic Materials
1.42K
+ 11.81%
$13.74 - $17.1 $19.5K - $24.3K
13.4K $205K
FSK
Fs Kkr Capital Corp

Financial Services
5.53K
+ 5.79%
$20.47 - $24.06 $113K - $133K
101K $2.12M
FMNB
Farmers National Banc Corp

Financial Services
6.23K
+ 18.53%
$12.8 - $14.51 $79.8K - $90.4K
39.9K $520K
FYBR
Frontier Communications Parent, Inc.

Communication Services
689
+ 4.81%
$34.83 - $36.05 $24K - $24.8K
15K $538K
BMRC
Bank Of Marin Bancorp

Financial Services
3.67K
+ 16.07%
$21.97 - $25.93 $80.7K - $95.3K
26.5K $585K
HTBI
Home Trust Bancshares, Inc.

Financial Services
1.06K
+ 8.25%
$31.6 - $37.91 $33.5K - $40.2K
13.9K $473K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
774
+ 8.21%
$22.91 - $25.71 $17.7K - $19.9K
10.2K $259K
NORW
Global X Msci Norway ETF

ETFs
340
+ 3.95%
$23.77 - $27.57 $8.08K - $9.37K
8.94K $242K
NGVT
Ingevity Corp

Basic Materials
1.2K
+ 22.47%
$37.74 - $48.87 $45.3K - $58.6K
6.54K $258K
JBGS
Jbg Smith Properties

Real Estate
2.08K
+ 19.09%
$14.0 - $16.11 $29.1K - $33.5K
13K $208K
TWST
Twist Bioscience Corp

Healthcare
1.98K
+ 39.36%
$36.71 - $54.07 $72.6K - $107K
7K $274K
CX
Cemex Sab De Cv

Basic Materials
8.14K
+ 4.11%
$5.36 - $6.78 $43.6K - $55.2K
206K $1.16M
CUBE
Cube Smart

Real Estate
984
+ 4.94%
$40.23 - $43.23 $39.6K - $42.5K
20.9K $892K
BGR
Black Rock Energy & Resources Trust

Financial Services
684
+ 2.13%
$12.77 - $13.89 $8.73K - $9.5K
32.7K $444K
CTKB
Cytek Biosciences, Inc.

Healthcare
10K
New
$4.0 - $7.26 $40.1K - $72.8K
10K $40K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
389
+ 10.11%
$98.43 - $98.88 $38.3K - $38.5K
4.24K $418K
ATEN
A10 Networks, Inc.

Technology
3.96K
+ 33.4%
$16.34 - $21.68 $64.7K - $85.9K
15.8K $258K
BILI
Bilibili Inc.

Communication Services
757
+ 2.91%
$15.97 - $24.1 $12.1K - $18.2K
26.8K $511K
IYF
Ishares Tr

ETFs
33
+ 0.22%
$107.69 - $119.37 $3.55K - $3.94K
15.3K $1.73M
LAMR
Lamar Advertising CO

Real Estate
1.18K
+ 9.86%
$110.65 - $132.9 $131K - $157K
13.2K $1.5M
GSM
Ferroglobe PLC

Basic Materials
10.5K
New
$3.29 - $4.13 $34.6K - $43.5K
10.5K $39K
BOKF
Bok Financial Corp

Financial Services
489
+ 8.77%
$98.85 - $114.26 $48.3K - $55.9K
6.07K $631K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.67K
+ 1.39%
$20.64 - $20.73 $34.4K - $34.6K
122K $2.52M
WULF
Terawulf Inc.

Financial Services
14.1K
+ 6604.67%
$2.73 - $6.82 $38.6K - $96.4K
14.3K $39K
ROLL
Rbc Bearings Inc

Industrials
149
+ 9.16%
N/A
1.78K $436K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.2K
+ 6.83%
$75.47 - $84.24 $90.6K - $101K
18.8K $1.45M
KEX
Kirby Corp

Industrials
643
+ 10.54%
$95.1 - $112.81 $61.1K - $72.5K
6.74K $681K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.05K
+ 53.28%
$20.27 - $28.57 $102K - $144K
14.5K $296K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.24K
+ 11.48%
$22.77 - $24.73 $51K - $55.4K
21.7K $505K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
674
+ 3.3%
$47.33 - $47.92 $31.9K - $32.3K
21.1K $1.01M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
9.73K
+ 42.16%
$9.68 - $16.7 $94.2K - $163K
32.8K $351K
ESI
Element Solutions Inc

Basic Materials
2.98K
+ 25.58%
$22.61 - $27.55 $67.3K - $82K
14.6K $330K
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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