Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
58
+ 0.6%
$113.59 - $123.29 $6.59K - $7.15K
9.76K $1.14M
MVIS
Microvision, Inc.

Technology
22K
New
N/A
22K $23K
DMLP
Dorchester Minerals, L.P.

Energy
1.71K
+ 19.4%
$29.17 - $34.68 $49.9K - $59.3K
10.5K $316K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
590
+ 0.67%
$40.38 - $42.65 $23.8K - $25.2K
89K $3.69M
UYG
Proshares Ultra Financials

ETFs
103
+ 2.77%
$80.83 - $98.72 $8.33K - $10.2K
3.82K $340K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
188
+ 3.0%
$110.75 - $120.15 $20.8K - $22.6K
6.45K $746K
KMX
Carmax Inc

Consumer Cyclical
1.11K
+ 6.65%
$69.25 - $89.19 $77.1K - $99.3K
17.8K $1.39M
RPM
Rpm International Inc

Basic Materials
2.33K
+ 6.95%
$114.03 - $128.31 $266K - $299K
35.9K $4.16M
AVDX
Avid Xchange Holdings, Inc.

Technology
11.4K
+ 28.05%
$6.89 - $10.81 $78.7K - $123K
52.1K $442K
QBTS
D Wave Quantum Inc.

Technology
4.41K
+ 31.86%
$3.83 - $11.18 $16.9K - $49.3K
18.3K $138K
NAK
Northern Dynasty Minerals LTD

Basic Materials
12.2K
+ 92.89%
$0.58 - $1.22 $7.09K - $14.9K
25.4K $29K
FORM
Formfactor Inc

Technology
7.69K
+ 61.49%
$28.29 - $47.24 $218K - $363K
20.2K $571K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
139
+ 1.69%
$55.76 - $59.54 $7.75K - $8.28K
8.38K $486K
SENS
Senseonics Holdings, Inc.

Healthcare
13.8K
+ 15.48%
$0.43 - $1.31 $5.93K - $18.1K
103K $67K
HYLB
Xtrackers Usd High Yield Corp

ETFs
531
+ 6.88%
$35.96 - $36.72 $19.1K - $19.5K
8.25K $298K
FMC
Fmc Corp

Basic Materials
3.52K
+ 17.54%
$34.54 - $56.38 $122K - $198K
23.6K $994K
HPP
Hudson Pacific Properties, Inc.

Real Estate
7.53K
+ 25.88%
$2.51 - $3.3 $18.9K - $24.9K
36.6K $108K
BIGC
Big Commerce Holdings, Inc.

Technology
4.63K
+ 22.54%
$5.76 - $7.09 $26.7K - $32.9K
25.2K $145K
DHT
Dht Holdings, Inc.

Energy
722
+ 6.81%
$9.33 - $11.85 $6.74K - $8.56K
11.3K $118K
POST
Post Holdings, Inc.

Consumer Defensive
121
+ 4.52%
$104.57 - $116.92 $12.7K - $14.1K
2.8K $325K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
96
+ 0.76%
$66.3 - $74.17 $6.36K - $7.12K
12.8K $890K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.31K
+ 9.27%
$11.96 - $13.56 $15.7K - $17.8K
15.5K $198K
LTC
Ltc Properties Inc

Real Estate
315
+ 4.12%
$33.46 - $36.14 $10.5K - $11.4K
7.96K $282K
BFST
Business First Bancshares, Inc.

Financial Services
1.76K
+ 9.57%
$23.34 - $27.96 $41K - $49.1K
20.1K $489K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.52K
+ 25.53%
$36.64 - $45.76 $55.7K - $69.6K
7.48K $280K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
185
+ 2.33%
$34.14 - $37.91 $6.32K - $7.01K
8.11K $289K
ZG
Zillow Group, Inc.

Communication Services
670
+ 10.18%
$66.41 - $85.29 $44.5K - $57.1K
7.25K $484K
HAIN
Hain Celestial Group Inc

Consumer Defensive
17.7K
+ 62.25%
$3.58 - $6.19 $63.2K - $109K
46K $191K
AOA
Ishares Tr Core Aggressive All

ETFs
243
+ 1.83%
$75.7 - $80.01 $18.4K - $19.4K
13.5K $1.03M
COLD
Americold Realty Trust

Real Estate
670
+ 1.46%
$20.74 - $23.05 $13.9K - $15.4K
46.6K $999K
CLSK
Cleanspark, Inc.

Technology
25.1K
+ 41.13%
$6.72 - $12.03 $169K - $302K
86.3K $579K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
2.12K
+ 30.68%
$29.49 - $39.5 $62.4K - $83.6K
9.02K $276K
NUVB
Nuvation Bio Inc.

Healthcare
10.1K
+ 1577.59%
$1.76 - $3.25 $17.7K - $32.7K
10.7K $18K
CLH
Clean Harbors Inc

Industrials
650
+ 19.23%
$188.14 - $246.1 $122K - $160K
4.03K $794K
ROKU
Roku, Inc

Communication Services
1.12K
+ 6.99%
$67.36 - $99.07 $75.2K - $111K
17.1K $1.2M
CHWY
Chewy, Inc.

Consumer Cyclical
657
+ 10.07%
$31.83 - $39.8 $20.9K - $26.1K
7.18K $233K
BWA
Borgwarner Inc

Consumer Cyclical
2.88K
+ 13.49%
$27.78 - $32.9 $80.1K - $94.9K
24.3K $694K
LEG
Leggett & Platt Inc

Consumer Cyclical
15.9K
+ 24.01%
$7.91 - $11.06 $126K - $176K
82.3K $651K
WASH
Washington Trust Bancorp Inc

Financial Services
1.49K
+ 2.31%
$29.16 - $33.96 $43.3K - $50.5K
65.8K $2.03M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
7.94K
+ 19.72%
$8.5 - $11.33 $67.4K - $89.9K
48.2K $434K
CNM
Core & Main, Inc.

Industrials
722
+ 9.0%
$46.27 - $57.26 $33.4K - $41.3K
8.74K $422K
RWL
Invesco Exchange Traded Fd Tr

ETFs
52
+ 0.85%
$96.9 - $104.39 $5.04K - $5.43K
6.14K $610K
GLOB
Globant S.A.

Technology
1.72K
+ 88.01%
$117.72 - $228.73 $202K - $393K
3.67K $432K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.04K
+ 9.47%
$25.27 - $28.3 $26.3K - $29.4K
12K $311K
CPNG
Coupang, Inc.

Consumer Cyclical
625
+ 3.63%
$21.34 - $25.52 $13.3K - $16K
17.9K $391K
PBRA
Petroleo Bras Ads (Ea Reptg 2
972
+ 4.46%
N/A
22.8K $299K
RGCO
Rgc Resources Inc

Utilities
252
+ 2.39%
$19.37 - $21.69 $4.88K - $5.47K
10.8K $224K
NAT
Nordic American Tankers LTD

Industrials
3.3K
+ 3.04%
N/A
112K $444K
AGM
Federal Agricultural Mortgage Corp

Financial Services
347
+ 6.25%
$182.78 - $209.07 $63.4K - $72.5K
5.9K $1.11M
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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