Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSEC
Prospect Capital Corp

Financial Services
24.5K
+ 14.97%
$3.14 - $4.06 $77.1K - $99.6K
188K $599K
WTM
White Mountains Insurance Group LTD

Financial Services
152
+ 5.65%
$1699.35 - $1901.99 $258K - $289K
2.84K $5.1M
BKH
Black Hills Corp

Utilities
605
+ 2.43%
$55.66 - $61.75 $33.7K - $37.4K
25.5K $1.43M
NDLS
Noodles & CO

Consumer Cyclical
286
+ 0.14%
$0.61 - $1.18 $174 - $337
207K $146K
PAA
Plains All American Pipeline LP

Energy
1.37K
+ 2.19%
$16.03 - $20.28 $22K - $27.8K
63.8K $1.17M
OGE
Oge Energy Corp.

Utilities
2.39K
+ 2.0%
$42.23 - $46.38 $101K - $111K
122K $5.41M
IYE
Ishares Tr

ETFs
627
+ 2.29%
$40.36 - $49.67 $25.3K - $31.1K
28K $1.27M
SLQT
Select Quote, Inc.

Financial Services
9.5K
+ 8.48%
$2.12 - $3.52 $20.1K - $33.5K
122K $289K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
10.8K
+ 16.58%
$1.66 - $3.61 $17.9K - $39K
76K $130K
CORT
Corcept Therapeutics Inc

Healthcare
10.5K
+ 49.37%
$62.24 - $91.93 $655K - $967K
31.8K $2.34M
NOV
Nov Inc.

Energy
372
+ 0.91%
$11.11 - $15.41 $4.13K - $5.73K
41.2K $512K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
11K
+ 10.98%
$6.07 - $8.61 $67K - $95K
111K $758K
CHD
Church & Dwight CO Inc

Consumer Defensive
7.42K
+ 12.5%
$91.57 - $110.76 $679K - $821K
66.8K $6.42M
BBY
Best Buy CO Inc

Consumer Cyclical
4.38K
+ 6.88%
$56.17 - $75.73 $246K - $331K
68K $4.57M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
956
+ 2.93%
$86.97 - $102.82 $83.1K - $98.3K
33.6K $3.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
8.33K
+ 7.22%
$55.13 - $75.25 $459K - $627K
124K $8.48M
K
Kellogg CO

Consumer Defensive
429
+ 0.77%
$77.85 - $82.88 $33.4K - $35.6K
56.5K $4.49M
RES
Rpc Inc

Energy
12.2K
+ 4.97%
$4.3 - $5.72 $52.3K - $69.5K
257K $1.21M
PFFV
Global X Variable Rate Preferr

Technology
2.44K
+ 1.12%
$22.41 - $23.43 $54.7K - $57.2K
220K $5.03M
IP
International Paper CO

Consumer Cyclical
7.78K
+ 10.06%
$43.89 - $54.46 $342K - $424K
85.1K $3.99M
MNKD
Mannkind Corp

Healthcare
1.41K
+ 1.24%
$3.71 - $5.04 $5.24K - $7.12K
115K $431K
GPN
Global Payments Inc

Industrials
3.82K
+ 15.23%
$67.47 - $99.6 $258K - $380K
28.9K $2.31M
SNA
Snap On Inc

Industrials
477
+ 4.03%
$292.36 - $342.2 $139K - $163K
12.3K $3.83M
HP
Helmerich & Payne, Inc.

Energy
8.16K
+ 31.6%
$15.16 - $26.78 $124K - $219K
34K $515K
PPL
Ppl Corp

Utilities
3.68K
+ 2.86%
$33.45 - $36.5 $123K - $134K
132K $4.48M
SUN
Sunoco LP

Energy
40
+ 0.11%
$50.38 - $59.13 $2.02K - $2.37K
36.6K $1.96M
MOH
Molina Healthcare, Inc.

Healthcare
718
+ 5.85%
$290.25 - $353.24 $208K - $254K
13K $3.87M
SHEL
Shell PLC

Energy
10.9K
+ 3.18%
$59.75 - $73.05 $650K - $795K
354K $24.9M
PFG
Principal Financial Group Inc

Financial Services
360
+ 0.7%
$69.56 - $86.19 $25K - $31K
52.1K $4.14M
DOW
Dow Inc.

Basic Materials
47.7K
+ 26.9%
$25.81 - $34.89 $1.23M - $1.66M
225K $5.96M
CLX
Clorox CO

Consumer Defensive
4.53K
+ 15.83%
$118.01 - $148.69 $535K - $674K
33.2K $3.98M
AGL
Agilon Health, Inc.

Healthcare
25.5K
+ 17.57%
$2.1 - $5.68 $53.7K - $145K
171K $393K
GL
Globe Life Inc.

Financial Services
101
+ 0.27%
$113.29 - $133.09 $11.4K - $13.4K
36.9K $4.58M
YUM
Yum Brands Inc

Consumer Cyclical
4.67K
+ 4.39%
$138.36 - $161.45 $646K - $754K
111K $16.5M
TSCO
Tractor Supply CO

Consumer Cyclical
1.46K
+ 0.86%
$47.86 - $55.77 $69.7K - $81.2K
172K $9.05M
SLB
Schlumberger Limited

Energy
40.6K
+ 19.0%
$31.95 - $42.2 $1.3M - $1.71M
254K $8.59M
WTW
Willis Towers Watson PLC

Financial Services
94
+ 0.76%
$295.96 - $337.43 $27.8K - $31.7K
12.4K $3.8M
HPQ
Hp Inc

Technology
17.8K
+ 6.72%
$21.88 - $29.32 $390K - $523K
283K $6.93M
FTV
Fortive Corp

Technology
5.67K
+ 16.65%
$52.13 - $74.29 $295K - $421K
39.7K $2.07M
VHT
Vanguard Health Care ETF

ETFs
2.98K
+ 4.04%
$236.71 - $261.92 $706K - $781K
76.9K $19.1M
FANG
Diamondback Energy, Inc.

Energy
4.49K
+ 9.17%
$119.25 - $161.49 $535K - $725K
53.5K $7.34M
BNL
Broadstone Net Lease, Inc.

Real Estate
3.1K
+ 0.57%
$14.72 - $17.13 $45.7K - $53.2K
545K $8.74M
BRO
Brown & Brown, Inc.

Financial Services
3.43K
+ 5.14%
$104.48 - $124.43 $359K - $427K
70.2K $7.78M
ERIE
Erie Indemnity CO

Financial Services
65
+ 0.79%
$340.45 - $423.93 $22.1K - $27.6K
8.34K $2.89M
ZTS
Zoetis Inc.

Healthcare
560
+ 0.63%
$144.41 - $170.3 $80.9K - $95.4K
89.4K $13.9M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
22.6K
+ 868.16%
$105.72 - $1416.0 $2.39M - $32M
25.2K $2.82M
DUK
Duke Energy Corp

Utilities
4.72K
+ 1.45%
$112.46 - $124.05 $530K - $585K
330K $38.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
650
+ 0.77%
$248.61 - $294.96 $162K - $192K
84.8K $23.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
401K
+ 1447.37%
$87.84 - $1441.89 $35.2M - $578M
429K $38.6M
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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