Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OC
Owens Corning

Industrials
265
+ 2.6%
$126.32 - $147.75 $33.5K - $39.2K
10.5K $1.44M
IYK
Ishares U.S. Consumer Staples

ETFs
119
+ 0.5%
$67.29 - $72.42 $8.01K - $8.62K
23.9K $1.68M
NHI
National Health Investors Inc

Real Estate
177
+ 2.2%
$68.74 - $76.77 $12.2K - $13.6K
8.22K $576K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
87
+ 0.41%
$11.46 - $12.75 $997 - $1.11K
21.2K $249K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
8
+ 0.03%
$9.14 - $9.99 $73.1 - $79.9
26.9K $254K
KRO
Kronos Worldwide Inc

Basic Materials
4.86K
+ 13.05%
$6.0 - $7.75 $29.1K - $37.6K
42.1K $260K
ATUS
Altice Usa, Inc.

Communication Services
65
+ 0.18%
$1.99 - $2.83 $129 - $184
35.7K $76K
PJP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.07%
$74.59 - $84.45 $149 - $169
2.76K $220K
LCID
Lucid Group, Inc.

Consumer Cyclical
15.5K
+ 9.32%
$2.1 - $2.96 $32.5K - $45.7K
181K $382K
EBC
Eastern Bankshares, Inc.

Financial Services
14K
+ 6.8%
$14.18 - $16.5 $198K - $231K
219K $3.35M
COLD
Americold Realty Trust

Real Estate
12K
+ 25.78%
$16.31 - $21.47 $196K - $258K
58.6K $974K
BORR
Borr Drilling LTD

Energy
26.5K
+ 13.06%
$1.61 - $2.29 $42.7K - $60.8K
230K $420K
PEY
Invesco Exchange Traded Fd Tr

ETFs
244
+ 0.87%
$18.68 - $21.54 $4.56K - $5.26K
28.2K $574K
DVAX
Dynavax Technologies Corp

Healthcare
24.6K
+ 27.74%
$9.4 - $12.87 $231K - $316K
113K $1.12M
BSM
Black Stone Minerals, L.P.

Energy
270
+ 2.01%
$12.78 - $15.36 $3.45K - $4.15K
13.7K $178K
CURV
Torrid Holdings Inc.

Consumer Cyclical
11.6K
+ 45.38%
$2.95 - $6.46 $34.3K - $75.2K
37.3K $110K
MYGN
Myriad Genetics Inc

Healthcare
9.8K
+ 40.65%
$3.84 - $8.84 $37.6K - $86.7K
33.9K $180K
CWT
California Water Service Group

Utilities
253
+ 1.68%
$44.67 - $51.36 $11.3K - $13K
15.3K $695K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
11K
+ 10.33%
$3.95 - $5.16 $43.5K - $56.9K
118K $549K
QCRH
Qcr Holdings Inc

Financial Services
157
+ 1.14%
$63.6 - $71.9 $9.99K - $11.3K
13.9K $944K
HURN
Huron Consulting Group Inc.

Industrials
24
+ 0.32%
$132.14 - $153.61 $3.17K - $3.69K
7.42K $1.02M
VDE
Vanguard Energy ETF

ETFs
5.67K
+ 8.38%
$105.87 - $130.56 $600K - $740K
73.3K $8.73M
UNFI
United Natural Foods Inc

Consumer Defensive
817
+ 5.48%
$21.3 - $31.55 $17.4K - $25.8K
15.7K $366K
APOG
Apogee Enterprises, Inc.

Industrials
1.03K
+ 6.99%
$37.58 - $48.0 $38.8K - $49.5K
15.8K $641K
CPK
Chesapeake Utilities Corp

Utilities
162
+ 2.17%
$116.0 - $135.5 $18.8K - $22K
7.63K $916K
RPD
Rapid7, Inc.

Technology
472
+ 2.84%
$21.9 - $27.44 $10.3K - $13K
17.1K $395K
MPLX
Mplx LP

Energy
1.13K
+ 2.18%
$46.68 - $53.89 $52.9K - $61.1K
53K $2.73M
PNW
Pinnacle West Capital Corp

Utilities
1.2K
+ 4.46%
$88.3 - $95.43 $106K - $115K
28.1K $2.51M
FFBC
First Financial Bancorp

Financial Services
899
+ 0.91%
$22.05 - $25.19 $19.8K - $22.6K
99.7K $2.42M
NWE
Northwestern Corp

Utilities
303
+ 2.92%
$50.8 - $59.51 $15.4K - $18K
10.7K $547K
AIZ
Assurant, Inc.

Financial Services
277
+ 3.15%
$179.73 - $211.56 $49.8K - $58.6K
9.06K $1.79M
COLB
Columbia Banking System, Inc.

Financial Services
2.17K
+ 3.23%
$20.71 - $25.63 $44.9K - $55.6K
69.4K $1.62M
MUSA
Murphy Usa Inc.

Consumer Cyclical
204
+ 9.32%
$388.56 - $520.27 $79.3K - $106K
2.39K $973K
HQI
Hire Quest, Inc.

Industrials
1
+ 0.0%
$9.2 - $12.37 $9.2 - $12.4
29.8K $298K
EEFT
Euronet Worldwide, Inc.

Technology
512
+ 2.57%
$87.44 - $112.74 $44.8K - $57.7K
20.4K $2.07M
IAC
Iac/Inter Active Corp

Communication Services
944
+ 8.84%
$32.68 - $40.02 $30.8K - $37.8K
11.6K $433K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
9.05K
+ 10.69%
$0.57 - $1.44 $5.16K - $13K
93.7K $67K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
2.8K
+ 1.75%
$12.29 - $15.47 $34.4K - $43.3K
163K $2.45M
FENY
Fidelity Covington Tr Msci Ene

ETFs
276
+ 0.91%
$20.83 - $25.75 $5.75K - $7.11K
30.7K $719K
MDU
Mdu Resources Group Inc

Industrials
159
+ 0.06%
$15.6 - $17.76 $2.48K - $2.82K
255K $4.25M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.22K
+ 4.61%
$52.21 - $67.1 $63.4K - $81.5K
27.6K $1.62M
G
Genpact LTD

Technology
3.72K
+ 10.67%
$40.65 - $50.56 $151K - $188K
38.6K $1.7M
IHF
Ishares Tr

ETFs
1.67K
+ 4.93%
$46.2 - $54.6 $77.2K - $91.2K
35.6K $1.73M
AFG
American Financial Group Inc

Financial Services
695
+ 2.36%
$116.9 - $132.12 $81.2K - $91.8K
30.2K $3.81M
DHS
Wisdomtree Tr U.S

ETFs
11
+ 0.05%
$87.71 - $98.37 $965 - $1.08K
20.1K $1.93M
OGS
One Gas, Inc.

Utilities
744
+ 2.34%
$71.59 - $81.38 $53.3K - $60.5K
32.5K $2.34M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
3.84K
+ 29.35%
$11.42 - $20.13 $43.8K - $77.2K
16.9K $221K
FDX
Fedex Corp

Industrials
5.28K
+ 6.83%
$198.07 - $245.17 $1.05M - $1.29M
82.5K $18.8M
SPH
Suburban Propane Partners LP

Utilities
284
+ 0.91%
$17.75 - $21.62 $5.04K - $6.14K
31.4K $582K
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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