Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVT
Avnet Inc

Technology
2.31K
+ 9.32%
$46.61 - $54.65 $108K - $126K
27.1K $1.3M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
782
+ 3.51%
$10.37 - $10.83 $8.11K - $8.47K
23.1K $239K
DUOL
Duolingo, Inc.

Technology
126
+ 5.08%
$272.49 - $441.39 $34.3K - $55.6K
2.61K $809K
STLG
Ishares Factors Us Growth Styl

ETFs
100
+ 1.67%
N/A
6.1K $306K
DGX
Quest Diagnostics Inc

Healthcare
34
+ 0.22%
N/A
15.4K $2.11M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
1.13K
+ 8.55%
$41.29 - $56.94 $46.5K - $64.1K
14.3K $734K
ARBEW
Arbe Robotics LTD Wt Exp (Isr)

Technology
25.6K
New
$0.17 - $0.93 $4.35K - $23.8K
25.6K $5K
BMI
Badger Meter Inc

Technology
1.87K
+ 11.68%
$189.49 - $221.51 $354K - $414K
17.8K $3.4M
CHCO
City Holding CO

Financial Services
129
+ 1.17%
$114.48 - $120.39 $14.8K - $15.5K
11.1K $1.31M
OPTT
Ocean Power Technologies, Inc.

Industrials
10.6K
New
$0.45 - $1.61 $4.79K - $17.1K
10.6K $4K
CTSO
Cytosorbents Corp

Healthcare
1.82K
+ 8.55%
$0.89 - $1.3 $1.62K - $2.37K
23.1K $23K
KIO
Kkr Income Opportunities Fund

Financial Services
1.2K
+ 11.53%
$12.16 - $13.6 $14.5K - $16.3K
11.6K $142K
ARKW
Ark Next Generation Internet E

ETFs
394
+ 15.7%
$91.59 - $125.64 $36.1K - $49.5K
2.9K $274K
BALT
Innovator Etfs Tr
106
+ 1.6%
$31.31 - $31.89 $3.32K - $3.38K
6.71K $210K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
242
+ 2.62%
$90.12 - $109.07 $21.8K - $26.4K
9.48K $915K
RGLS
Regulus Therapeutics Inc.

Healthcare
188
+ 1.33%
$0.97 - $1.75 $182 - $329
14.3K $25K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
81
+ 0.92%
$81.8 - $88.86 $6.63K - $7.2K
8.91K $752K
GRAB
Grab Holdings LTD

Technology
1.81K
+ 6.33%
$4.12 - $5.34 $7.44K - $9.64K
30.3K $137K
MTX
Minerals Technologies Inc

Basic Materials
608
+ 20.61%
$63.57 - $77.67 $38.7K - $47.2K
3.56K $226K
UNFI
United Natural Foods Inc

Consumer Defensive
23
+ 0.15%
$24.57 - $34.37 $565 - $791
14.9K $408K
OZK
Bank Ozk

Financial Services
552
+ 2.76%
$41.71 - $53.1 $23K - $29.3K
20.6K $894K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
564
+ 3.65%
$9.49 - $9.97 $5.35K - $5.62K
16K $153K
GTLB
Gitlab Inc.

Technology
1.63K
+ 20.5%
$47.0 - $73.14 $76.7K - $119K
9.59K $450K
PUMP
Pro Petro Holding Corp.

Energy
12.7K
+ 27.68%
$6.67 - $11.06 $84.8K - $141K
58.6K $430K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
64
+ 2.23%
$72.7 - $77.51 $4.65K - $4.96K
2.94K $218K
EXPO
Exponent Inc

Industrials
1.86K
+ 10.02%
$78.9 - $93.95 $147K - $175K
20.5K $1.66M
Callan Jmb Inc
120K
New
N/A
120K $0
Sila Realty Trust Inc
4.19K
+ 31.63%
N/A
17.4K $0
Cava Group Inc
7.03K
+ 100.8%
N/A
14K $0
Comstock Inc
15.7K
New
N/A
15.7K $0
Cooper Cos Inc
2.06K
+ 19.75%
N/A
12.5K $0
Core Natural Resources Inc
15.8K
New
N/A
15.8K $0
Corpay Inc
1.47K
+ 21.39%
N/A
8.33K $0
Crane Company
1.06K
+ 7.23%
N/A
15.7K $0
Everus Constr Group
57.7K
+ 402.45%
N/A
72.1K $0
Exchange Traded Concepts Tru
342
+ 5.57%
N/A
6.48K $0
Fidelity Wise Origin Bitcoin
4.42K
+ 3.85%
N/A
119K $0
Fundx Invt Tr
104
+ 1.62%
N/A
6.54K $0
Grayscale Ethereum Trust ETF
2.63K
+ 5.57%
N/A
49.9K $0
Grayscale Bitcoin Mini Tr Et
3.51K
+ 12.89%
N/A
30.7K $0
American Healthcare Reit Inc
221
+ 0.62%
N/A
35.8K $0
HEIA
Heico Crp Cl A
25
+ 0.31%
N/A
7.99K $0
Hippo Hldgs Inc
12.9K
+ 23520.0%
N/A
13K $0
Hive Digital Technologies Lt
970
+ 6.75%
N/A
15.3K $0
Innovex International Inc
4.97K
+ 36.66%
N/A
18.5K $0
ILCG
Ishares Morningstar Growth ETF
4.34K
+ 10.4%
N/A
46.1K $0
INDY
Ishares India 50 ETF

ETFs
36
+ 0.15%
$47.15 - $51.6 $1.7K - $1.86K
24.6K $1.25M
Knife River Corp
62.8K
+ 370.47%
N/A
79.7K $0
Labcorp Holdings Inc
1.6K
+ 11.66%
N/A
15.3K $0
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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