Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLDD
Great Lakes Dredge & Dock Corp

Industrials
4.73K
+ 12.08%
$7.67 - $12.44 $36.3K - $58.8K
43.9K $381K
H
Hyatt Hotels Corp

Consumer Cyclical
920
+ 18.3%
$120.83 - $166.34 $111K - $153K
5.95K $728K
BRCC
Brc Inc.

Consumer Defensive
20K
+ 20.73%
$1.94 - $3.19 $38.8K - $63.8K
117K $243K
KD
Kyndryl Holdings, Inc.

Technology
2.91K
+ 6.11%
$31.32 - $43.45 $91K - $126K
50.5K $1.58M
AOS
Smith A O Corp

Industrials
1.39K
+ 2.57%
$65.16 - $72.69 $90.4K - $101K
55.4K $3.62M
COTY
Coty Inc.

Consumer Defensive
11.5K
+ 13.55%
$5.43 - $7.61 $62.7K - $87.9K
96.8K $529K
NWL
Newell Brands Inc.

Consumer Defensive
15.3K
+ 35.84%
$6.2 - $10.66 $95K - $163K
58.1K $360K
GBCI
Glacier Bancorp, Inc.

Financial Services
5.17K
+ 10.59%
$43.81 - $52.23 $227K - $270K
54K $2.39M
SAIA
Saia Inc

Industrials
591
+ 23.1%
$349.29 - $508.47 $206K - $301K
3.15K $1.1M
FIVN
Five9, Inc.

Technology
2.38K
+ 24.48%
$27.15 - $42.82 $64.5K - $102K
12.1K $328K
STM
St Microelectronics N.V.

Technology
11K
+ 10.78%
$21.64 - $28.22 $237K - $310K
113K $2.48M
PHO
Invesco Exchange Traded Fd Tr

ETFs
184
+ 0.3%
$63.77 - $68.75 $11.7K - $12.7K
61.1K $3.94M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
4.66K
+ 19.84%
$43.82 - $58.86 $204K - $274K
28.2K $1.28M
OSPN
One Span Inc.

Technology
236
+ 1.09%
$15.25 - $20.23 $3.6K - $4.77K
21.8K $332K
LII
Lennox International Inc

Industrials
177
+ 5.11%
$553.05 - $666.93 $97.9K - $118K
3.64K $2.04M
ECVT
Ecovyst Inc.

Basic Materials
2.41K
+ 4.13%
$6.2 - $8.42 $15K - $20.3K
60.8K $377K
RIOT
Riot Blockchain, Inc.

Technology
16.3K
+ 27.07%
$7.12 - $13.54 $116K - $221K
76.5K $544K
SMG
Scotts Miracle Gro CO

Basic Materials
400
+ 4.94%
$54.76 - $77.7 $21.9K - $31.1K
8.5K $466K
VMC
Vulcan Materials CO

Basic Materials
1.41K
+ 8.42%
$220.9 - $277.54 $312K - $392K
18.2K $4.25M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
635
+ 1.3%
$86.24 - $97.98 $54.8K - $62.2K
49.5K $4.31M
CLDX
Celldex Therapeutics, Inc.

Healthcare
3.82K
+ 19.22%
$18.15 - $27.6 $69.2K - $105K
23.7K $429K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.13K
+ 4.52%
$48.37 - $55.84 $54.6K - $63K
26.1K $1.27M
TFII
Tfi International Inc.

Industrials
2.09K
+ 51.53%
$76.98 - $140.13 $161K - $293K
6.16K $476K
WCC
Wesco International Inc

Industrials
683
+ 9.8%
$155.3 - $199.95 $106K - $137K
7.65K $1.19M
PRIM
Primoris Services Corp

Industrials
3.46K
+ 24.15%
$57.27 - $89.03 $198K - $308K
17.8K $1.02M
CHDN
Churchill Downs Inc

Consumer Cyclical
160
+ 3.85%
$106.5 - $132.91 $17K - $21.3K
4.32K $479K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.9K
+ 45.15%
$21.41 - $39.15 $148K - $270K
22.2K $474K
TER
Teradyne, Inc

Technology
8.2K
+ 47.0%
$82.6 - $140.0 $677K - $1.15M
25.6K $2.12M
VKTX
Viking Therapeutics, Inc.

Healthcare
5.47K
+ 41.76%
$24.15 - $42.89 $132K - $235K
18.6K $448K
CFG
Citizens Financial Group Inc

Financial Services
11.7K
+ 5.81%
$39.73 - $48.36 $466K - $568K
214K $8.75M
AMKR
Amkor Technology, Inc.

Technology
6.67K
+ 25.09%
$18.06 - $26.73 $120K - $178K
33.3K $600K
CODI
Compass Diversified Holdings

Industrials
368
+ 1.78%
$18.67 - $22.9 $6.87K - $8.43K
21K $392K
IBKR
Interactive Brokers Group, Inc.

Financial Services
161
+ 1.62%
$161.03 - $235.53 $25.9K - $37.9K
10.1K $1.67M
PLUG
Plug Power Inc

Industrials
16.2K
+ 11.96%
$1.34 - $3.15 $21.7K - $51.1K
152K $204K
CARR
Carrier Global Corp

Industrials
33.2K
+ 7.37%
$62.07 - $70.55 $2.06M - $2.34M
483K $30.6M
PJT
Pjt Partners Inc.

Financial Services
511
+ 6.55%
$135.97 - $177.59 $69.5K - $90.7K
8.31K $1.15M
NSSC
Napco Security Technologies, Inc

Industrials
3.36K
+ 25.69%
$23.02 - $37.2 $77.3K - $125K
16.4K $378K
PSCT
Invesco S&P Smallcap Informati

ETFs
287
+ 2.23%
$40.08 - $50.4 $11.5K - $14.5K
13.1K $527K
IEX
Idex Corp

Industrials
456
+ 7.67%
$178.23 - $224.31 $81.3K - $102K
6.4K $1.16M
FNDA
Schwab Fundamental U S Small C

ETFs
20.5K
+ 7.29%
$26.87 - $30.99 $550K - $635K
302K $8.26M
DTM
Dt Midstream, Inc.

Energy
362
+ 0.85%
$86.95 - $113.75 $31.5K - $41.2K
42.8K $4.13M
EXTR
Extreme Networks Inc

Technology
325
+ 1.21%
$13.23 - $17.49 $4.3K - $5.68K
27.1K $358K
HST
Host Hotels & Resorts, Inc.

Real Estate
4.43K
+ 9.57%
$14.21 - $17.45 $62.9K - $77.3K
50.7K $720K
RHI
Robert Half International Inc.

Industrials
4.18K
+ 20.7%
$51.96 - $71.3 $217K - $298K
24.3K $1.33M
BURL
Burlington Stores, Inc.

Consumer Cyclical
596
+ 11.75%
$228.41 - $293.71 $136K - $175K
5.67K $1.35M
DT
Dynatrace, Inc.

Technology
2.06K
+ 7.43%
$47.15 - $62.42 $97.1K - $129K
29.8K $1.4M
JACK
Jack In The Box Inc

Consumer Cyclical
1.07K
+ 11.85%
$27.19 - $42.58 $29.2K - $45.7K
10.1K $275K
PVH
Pvh Corp.

Consumer Cyclical
1.7K
+ 32.94%
$63.81 - $107.78 $109K - $183K
6.87K $444K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 3.85%
$40.15 - $47.73 $45.2K - $53.7K
30.4K $1.24M
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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