Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Site Ctrs Corp
1.5K
+ 8.81%
N/A
18.5K $0
Solid Biosciences Inc
11.8K
New
N/A
11.8K $0
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
65
+ 0.34%
N/A
19.1K $151K
QTUM
ETF Ser Solutions Defiance Qua
792
+ 7.07%
N/A
12K $0
Tidal Trust I
1.91K
New
N/A
1.91K $0
PSEP
Innovator U.S. Equity Power Bu
4.89K
New
N/A
4.89K $0
Greystone Housing Impact Inv
31
+ 0.19%
N/A
16.3K $0
Perspective Therapeutics Inc
1.75K
+ 4.34%
N/A
42K $0
Mind Medicine Mindmed Inc
1.66K
+ 2.57%
N/A
66.1K $0
American Battery Technology
5K
+ 35.82%
N/A
19K $0
Sab Biotherapeutics Inc
11.9K
New
N/A
11.9K $0
Wheels Up Experience Inc
23.5K
New
N/A
23.5K $0
VUSB
Vanguard Bd Index Fds
12.4K
+ 20.38%
N/A
73K $0
BBAIWS
Bigbear Ai Hldgs Inc Wt Exp
286K
+ 1829.93%
N/A
302K $0
Tidal Tr Ii
3.92K
+ 55.38%
N/A
11K $0
Qxo Inc
28.3K
New
N/A
28.3K $0
Fortress Biotech Inc
12.5K
New
N/A
12.5K $0
Healthcare Triangle Inc
200K
New
N/A
200K $0
Rbb Fd Inc
943
+ 2.13%
N/A
45.2K $0
PFHC
Pro Frac Holding Corp.

Energy
13.1K
New
N/A
13.1K $0
STCE
Schwab Strategic Tr Crypto The
5.46K
New
N/A
5.46K $0
RUMBW
Rumble Inc Wt Exp(De)02/18/28
10.5K
New
N/A
10.5K $0
AVGE
American Centy ETF Tr Avantis
60
+ 0.73%
N/A
8.24K $0
Himalaya Shipping LTD
18.8K
New
N/A
18.8K $0
DFSU
Dimensional ETF Tr Dimen Us Su
291
+ 1.79%
N/A
16.5K $0
UHALB
Amerco Com Ser N
798
+ 8.91%
N/A
9.76K $0
DFSB
Dimensional ETF Tr Dimensional
5.91K
New
N/A
5.91K $0
Dimensional ETF Trust
1.4K
+ 2.7%
N/A
53.3K $0
Vitesse Energy Inc
15.8K
New
N/A
15.8K $0
Bridger Aerospace Grp Hldgs
39.5K
+ 376.19%
N/A
50K $0
Genelux Corporation
1.84K
+ 4.37%
N/A
44K $0
Orchestra Biomed Hldgs Inc
15K
New
N/A
15K $0
Asset Entities Inc
21K
New
N/A
21K $0
Morgan Stanley ETF Trust
653
+ 3.89%
N/A
17.4K $0
Verde Clean Fuels Inc
10K
New
N/A
10K $0
Atmus Filtration Technologie
312
+ 4.89%
N/A
6.69K $0
T Rowe Price ETF Inc
5.2K
+ 26.7%
N/A
24.7K $0
Pgim ETF Tr
4.23K
New
N/A
4.23K $0
Mira Pharmaceuticals Inc
22.6K
New
N/A
22.6K $0
Liberty Media Corp Del
92
+ 1.39%
N/A
6.73K $0
Podcastone Inc
20.1K
New
N/A
20.1K $0
HEIA
Heico Crp Cl A
5.96K
+ 74.59%
N/A
14K $0
CLMB
Climb Global Solutions Inc Com
75
+ 3.75%
N/A
2.07K $0
Klaviyo Inc
1.3K
+ 7.67%
N/A
18.3K $0
Dimensional ETF Trust
5.16K
New
N/A
5.16K $0
Dimensional ETF Trust
35.9K
+ 113.24%
N/A
67.7K $0
Capital Group Core Balanced
6.53K
New
N/A
6.53K $0
Vestis Corporation
11.4K
New
N/A
11.4K $0
Ishares Tr
37
+ 0.22%
N/A
16.5K $0
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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