Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
M
Macy'S, Inc.

Consumer Cyclical
5.66K
+ 8.92%
$12.56 - $16.82 $71K - $95.1K
69K $867K
SITM
Sitime Corp

Technology
1.17K
+ 18.56%
$150.28 - $257.0 $176K - $302K
7.5K $1.15M
INCY
Incyte Corp

Healthcare
356
+ 1.3%
$60.0 - $75.26 $21.4K - $26.8K
27.7K $1.68M
HQY
Healthequity, Inc.

Healthcare
505
+ 1.48%
$84.32 - $114.51 $42.6K - $57.8K
34.7K $3.07M
PNR
Pentair PLC

Industrials
509
+ 2.54%
$84.0 - $105.35 $42.8K - $53.6K
20.5K $1.8M
DAL
Delta Air Lines, Inc.

Industrials
50.4K
+ 35.23%
$43.6 - $69.06 $2.2M - $3.48M
193K $8.44M
TFX
Teleflex Inc

Healthcare
60
+ 1.03%
$130.79 - $183.66 $7.85K - $11K
5.86K $809K
ROK
Rockwell Automation, Inc

Industrials
2.52K
+ 7.9%
$255.29 - $303.75 $643K - $765K
34.4K $8.89M
SHAK
Shake Shack Inc.

Consumer Cyclical
2.64K
+ 23.98%
$82.77 - $133.38 $218K - $352K
13.6K $1.2M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
13.6K
+ 6.42%
$95.35 - $107.82 $1.3M - $1.47M
225K $21.6M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
1.64K
+ 7.79%
$61.31 - $83.44 $100K - $137K
22.7K $1.39M
CNX
Cnx Resources Corp

Energy
530
+ 1.1%
$27.38 - $37.32 $14.5K - $19.8K
48.9K $1.54M
FCNCA
First Citizens Bancshares Inc

Financial Services
46
+ 3.73%
$1728.36 - $2231.14 $79.5K - $103K
1.28K $2.37M
RGTI
Rigetti Computing, Inc.

Technology
12.6K
+ 28.06%
$6.05 - $19.51 $76K - $245K
57.4K $454K
MVV
Proshares Ultra Midcap400

ETFs
1
+ 0.0%
$56.27 - $75.43 $56.3 - $75.4
24.7K $1.44M
IGV
Ishares Expanded Tech Software

ETFs
1.89K
+ 5.21%
$88.3 - $107.83 $167K - $204K
38.3K $3.41M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
1.81K
+ 2.85%
$3.33 - $7.79 $6.02K - $14.1K
65.2K $217K
SYF
Synchrony Financial

Financial Services
2.29K
+ 7.29%
$51.9 - $70.63 $119K - $161K
33.6K $1.78M
WERN
Werner Enterprises Inc

Industrials
4.16K
+ 7.1%
$29.25 - $38.23 $122K - $159K
62.6K $1.84M
U
Unity Software Inc.

Technology
3.56K
+ 3.0%
$19.44 - $28.34 $69.3K - $101K
122K $2.4M
PIPR
Piper Sandler Companies

Financial Services
1.28K
+ 11.27%
$244.29 - $323.68 $313K - $415K
12.6K $3.13M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
11
+ 0.03%
$41.61 - $47.59 $458 - $523
40.8K $1.7M
VONE
Vanguard Russell 1000 ETF

ETFs
156
+ 0.6%
$250.16 - $278.79 $39K - $43.5K
26.2K $6.64M
RVMD
Revolution Medicines, Inc.

Healthcare
1.71K
+ 3.95%
$35.36 - $44.42 $60.6K - $76.1K
45.1K $1.59M
GTLS
Chart Industries Inc

Industrials
1.54K
+ 13.51%
$141.99 - $218.35 $218K - $335K
12.9K $1.86M
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.31K
+ 5.95%
$37.07 - $62.39 $48.6K - $81.8K
23.3K $897K
IXN
Ishares Global Information Tec

ETFs
181
+ 0.49%
$75.73 - $88.4 $13.7K - $16K
37K $2.8M
PSTG
Pure Storage, Inc.

Technology
6.08K
+ 17.46%
$44.27 - $72.37 $269K - $440K
40.9K $1.81M
ACA
Arcosa, Inc.

Industrials
270
+ 1.51%
$77.12 - $103.53 $20.8K - $28K
18.1K $1.4M
AI
C3.Ai, Inc.

Technology
19K
+ 34.77%
$20.92 - $36.93 $397K - $700K
73.5K $1.55M
AMBA
Ambarella Inc

Technology
458
+ 2.86%
$48.94 - $82.94 $22.4K - $38K
16.5K $829K
ARES
Ares Management Corp

Financial Services
2.6K
+ 11.0%
$140.19 - $198.28 $365K - $516K
26.3K $3.85M
WIX
Wix.Com Ltd.

Technology
1.08K
+ 10.6%
$163.38 - $246.76 $176K - $266K
11.3K $1.84M
VFC
V F Corp

Consumer Cyclical
9.22K
+ 11.19%
$15.52 - $26.93 $143K - $248K
91.6K $1.42M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.2K
+ 10.44%
$38.18 - $50.93 $160K - $214K
44.4K $1.71M
VCTR
Victory Capital Holdings, Inc.

Financial Services
304
+ 0.62%
$55.84 - $70.58 $17K - $21.5K
49.2K $2.85M
IT
Gartner Inc

Technology
797
+ 7.49%
$418.25 - $548.38 $333K - $437K
11.4K $4.8M
SASR
Sandy Spring Bancorp Inc

Financial Services
1.09K
+ 1.59%
$27.6 - $35.08 $30.2K - $38.3K
69.9K $1.96M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
3.08K
+ 11.47%
$32.3 - $53.15 $99.4K - $164K
29.9K $1M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.12K
+ 0.25%
$156.61 - $168.02 $175K - $188K
448K $71.9M
MAC
Macerich CO

Real Estate
28.2K
+ 9.03%
$15.88 - $20.87 $447K - $588K
340K $5.84M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.92K
+ 7.08%
$168.84 - $202.89 $999K - $1.2M
89.5K $15.7M
AXON
Axon Enterprise, Inc.

Industrials
1.64K
+ 8.96%
$496.65 - $710.01 $815K - $1.17M
20K $10.5M
AEIS
Advanced Energy Industries Inc

Industrials
827
+ 3.54%
$94.8 - $131.54 $78.4K - $109K
24.2K $2.31M
MDB
Mongo Db, Inc.

Technology
129
+ 1.74%
$175.4 - $298.52 $22.6K - $38.5K
7.56K $1.33M
SNPS
Synopsys Inc

Technology
1.97K
+ 8.88%
$428.58 - $551.54 $843K - $1.08M
24.1K $10.3M
HUBS
Hubspot Inc

Technology
772
+ 10.75%
$571.29 - $819.71 $441K - $633K
7.95K $4.54M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
158
+ 0.97%
$333.37 - $384.99 $52.7K - $60.8K
16.4K $5.5M
VCR
Vanguard Consumer Discretionar

ETFs
206
+ 1.94%
$318.51 - $391.75 $65.6K - $80.7K
10.8K $3.52M
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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