Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LAD
Lithia Motors Inc

Consumer Cyclical
328
+ 18.71%
$285.59 - $385.71 $93.7K - $127K
2.08K $610K
OLO
Olo Inc.

Technology
4.88K
+ 17.43%
$5.98 - $8.12 $29.2K - $39.6K
32.9K $198K
ISCV
Ishares Morningstar Small Cap

ETFs
2
+ 0.05%
$58.11 - $66.0 $116 - $132
4.11K $243K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
43K
+ 124.6%
$2.21 - $6.13 $95.1K - $264K
77.6K $171K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
13.5K
+ 60.16%
$7.17 - $12.89 $96.9K - $174K
36K $257K
CLNE
Clean Energy Fuels Corp.

Energy
4.71K
+ 17.96%
$1.55 - $3.57 $7.3K - $16.8K
30.9K $47K
FPX
First Trust Us Equity Opportun

ETFs
308
+ 4.57%
$106.21 - $143.53 $32.7K - $44.2K
7.04K $786K
AQST
Aquestive Therapeutics, Inc.

Healthcare
10.3K
+ 13.62%
$2.54 - $3.75 $26.1K - $38.5K
85.6K $248K
VTHR
Vanguard Russell 3000 ETF

ETFs
121
+ 3.3%
$243.2 - $272.04 $29.4K - $32.9K
3.78K $933K
WOLF
Wolfspeed, Inc.

Technology
26.9K
+ 96.05%
$2.59 - $7.48 $69.6K - $201K
54.8K $167K
BMEA
Biomea Fusion, Inc.

Healthcare
444
+ 3.7%
$2.13 - $4.48 $946 - $1.99K
12.4K $26K
CFFN
Capitol Federal Financial, Inc.

Financial Services
634
+ 0.82%
$5.56 - $6.2 $3.53K - $3.93K
77.7K $435K
GDYN
Grid Dynamics Holdings, Inc.

Technology
2.87K
+ 29.09%
$15.65 - $24.05 $44.9K - $69K
12.7K $199K
IOSP
Innospec Inc.

Basic Materials
560
+ 11.8%
$94.75 - $116.61 $53.1K - $65.3K
5.31K $502K
GEVO
Gevo, Inc.

Basic Materials
1.1K
+ 4.43%
$1.14 - $2.85 $1.26K - $3.14K
26K $30K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1
+ 0.06%
$147.38 - $176.39 $147 - $176
1.67K $253K
DHIL
Diamond Hill Investment Group Inc

Financial Services
41
+ 1.86%
$142.84 - $156.59 $5.86K - $6.42K
2.25K $321K
ETSY
Etsy Inc

Consumer Cyclical
865
+ 7.96%
$44.4 - $57.29 $38.4K - $49.6K
11.7K $553K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
360
+ 3.93%
$47.48 - $53.82 $17.1K - $19.4K
9.51K $451K
INSP
Inspire Medical Systems, Inc.

Healthcare
372
+ 11.86%
$157.24 - $215.42 $58.5K - $80.1K
3.51K $558K
RFV
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.5%
$111.51 - $128.61 $2.01K - $2.31K
3.6K $410K
LYFT
Lyft, Inc.

Technology
323
+ 1.23%
$11.27 - $15.12 $3.64K - $4.88K
26.6K $315K
SKYT
Sky Water Technology, Inc

Technology
8.1K
+ 66.97%
$7.06 - $15.69 $57.2K - $127K
20.2K $143K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
12
+ 0.07%
$13.63 - $15.28 $164 - $183
18.2K $248K
FOR
Forestar Group Inc.

Real Estate
1K
+ 10.51%
$21.07 - $27.26 $21.1K - $27.3K
10.5K $222K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.07%
$28.64 - $32.91 $258 - $296
13.4K $388K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.21K
+ 11.9%
$634.14 - $744.83 $767K - $900K
11.4K $7.21M
AIN
Albany International Corp

Consumer Cyclical
481
+ 8.78%
$69.04 - $82.96 $33.2K - $39.9K
5.96K $411K
CMP
Compass Minerals International Inc

Basic Materials
1.53K
+ 7.33%
$9.29 - $14.21 $14.2K - $21.7K
22.3K $207K
FSLY
Fastly, Inc.

Technology
5.65K
+ 28.14%
$6.33 - $10.92 $35.8K - $61.7K
25.7K $162K
IVT
Inven Trust Properties Corp.

Real Estate
26
+ 0.07%
$28.36 - $30.77 $737 - $800
36.4K $1.07M
KULR
Kulr Technology Group, Inc.

Technology
200
+ 1.64%
$1.13 - $3.47 $226 - $694
12.4K $16K
SBSI
Southside Bancshares Inc

Financial Services
77
+ 0.73%
$28.79 - $32.77 $2.22K - $2.52K
10.6K $307K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
4.29K
+ 34.85%
$7.46 - $18.47 $32K - $79.1K
16.6K $138K
AVY
Avery Dennison Corp

Industrials
407
+ 3.78%
$174.58 - $195.91 $71.1K - $79.7K
11.2K $1.99M
TY
Tri Continental Corp

Financial Services
1
+ 0.0%
$30.4 - $32.91 $30.4 - $32.9
27K $826K
AIRS
Airsculpt Technologies, Inc.

Healthcare
1
+ 0.01%
$2.29 - $6.05 $2.29 - $6.05
10K $23K
OSBC
Old Second Bancorp Inc

Financial Services
715
+ 2.01%
$16.18 - $19.4 $11.6K - $13.9K
36.2K $602K
TTC
Toro CO

Industrials
1.03K
+ 7.25%
$71.86 - $87.28 $73.7K - $89.5K
15.2K $1.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
976
+ 5.75%
$89.18 - $104.04 $87K - $102K
17.9K $1.64M
BLKB
Blackbaud Inc

Technology
505
+ 9.67%
$61.9 - $80.79 $31.3K - $40.8K
5.73K $355K
ANVS
Annovis Bio, Inc.

Healthcare
3K
+ 28.68%
$1.5 - $5.39 $4.5K - $16.2K
13.5K $20K
CSTL
Castle Biosciences Inc

Healthcare
1.56K
+ 16.35%
$18.76 - $32.72 $29.3K - $51K
11.1K $222K
VOTE
Engine No 1 ETF Tr

ETFs
110
+ 0.91%
$64.6 - $72.12 $7.11K - $7.93K
12.3K $801K
PDP
Invesco Exchange Traded Fd Tr

ETFs
118
+ 2.02%
$96.95 - $116.13 $11.4K - $13.7K
5.97K $596K
LRGF
Ishares Tr

ETFs
340
+ 1.61%
$56.95 - $63.95 $19.4K - $21.7K
21.4K $1.24M
SLQT
Select Quote, Inc.

Financial Services
2.4K
+ 2.19%
$3.34 - $6.05 $8.02K - $14.5K
112K $374K
OPEN
Opendoor Technologies Inc.

Real Estate
8.26K
+ 11.19%
$1.02 - $1.72 $8.42K - $14.2K
82K $83K
WTFC
Wintrust Financial Corp

Financial Services
1.09K
+ 8.5%
$107.76 - $136.92 $117K - $149K
13.9K $1.56M
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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