Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MANH
Manhattan Associates Inc

Technology
1.91K
+ 23.33%
$163.5 - $295.1 $311K - $562K
10.1K $1.74M
CCJ
Cameco Corp

Energy
3.29K
+ 5.6%
$40.64 - $56.86 $134K - $187K
62K $2.55M
RC
Ready Capital Corp

Real Estate
4.69K
+ 1.64%
$4.9 - $7.05 $23K - $33K
290K $1.48M
PI
Impinj Inc

Technology
4.31K
+ 27.21%
$87.73 - $152.24 $378K - $656K
20.1K $1.83M
SKYW
Skywest Inc

Industrials
2.81K
+ 4.99%
$81.46 - $120.92 $229K - $340K
59.1K $5.17M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
5.06K
+ 2.58%
$96.88 - $111.25 $490K - $562K
201K $20M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.04K
+ 4.01%
$59.37 - $95.63 $62K - $99.8K
27K $1.73M
CSWI
Csw Industrials, Inc.

Industrials
48
+ 0.58%
$283.77 - $396.86 $13.6K - $19K
8.32K $2.42M
WK
Workiva Inc

Technology
2.61K
+ 12.54%
$75.91 - $114.09 $198K - $298K
23.4K $1.78M
QTWO
Q2 Holdings, Inc.

Technology
1.09K
+ 3.83%
$71.37 - $102.68 $78.1K - $112K
29.7K $2.37M
XLY
Select Sector Spdr Consumer Di

ETFs
2.97K
+ 6.99%
$192.6 - $233.2 $573K - $694K
45.5K $8.99M
ZBRA
Zebra Technologies Corp

Technology
14
+ 0.26%
$271.72 - $421.11 $3.8K - $5.9K
5.44K $1.54M
IWV
Ishares Russell 3000 ETF

ETFs
118
+ 0.33%
$313.1 - $349.83 $36.9K - $41.3K
36.3K $11.5M
TREX
Trex CO Inc

Industrials
1.54K
+ 2.58%
$54.0 - $74.44 $83.2K - $115K
61.3K $3.56M
HPQ
Hp Inc

Technology
22.2K
+ 9.12%
$27.69 - $34.72 $614K - $770K
265K $7.35M
RUN
Sunrun Inc.

Technology
49.9K
+ 18.7%
$5.86 - $11.37 $293K - $568K
317K $1.86M
WDC
Western Digital Corp

Technology
3.89K
+ 9.3%
$40.43 - $72.03 $157K - $280K
45.7K $1.85M
MKSI
Mks Instruments Inc

Technology
1.7K
+ 5.22%
$78.89 - $122.69 $134K - $208K
34.2K $2.74M
NTAP
Net App, Inc.

Technology
2.05K
+ 6.93%
$87.84 - $126.3 $180K - $259K
31.6K $2.78M
CRDO
Credo Technology Group Holding LTD

Technology
1.48K
+ 5.59%
$39.45 - $85.5 $58.4K - $127K
27.9K $1.12M
GWW
W.W. Grainger, Inc.

Industrials
205
+ 1.56%
$953.54 - $1132.42 $195K - $232K
13.3K $13.2M
TTEK
Tetra Tech Inc

Industrials
8.44K
+ 9.58%
$28.26 - $42.58 $239K - $359K
96.5K $2.82M
FLEX
Flex Ltd.

Technology
2.13K
+ 1.49%
$32.92 - $44.46 $70.2K - $94.8K
145K $4.81M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.83K
+ 19.79%
$62.41 - $133.91 $177K - $380K
17.2K $1.08M
GNRC
Generac Holdings Inc.

Industrials
669
+ 2.31%
$126.65 - $164.06 $84.7K - $110K
29.7K $3.76M
VST
Vistra Corp.

Utilities
908
+ 2.18%
$108.49 - $191.89 $98.5K - $174K
42.5K $5M
URI
United Rentals, Inc.

Industrials
503
+ 3.67%
$594.17 - $789.56 $299K - $397K
14.2K $8.91M
QLD
Proshares Ultra Qqq

ETFs
296
+ 0.73%
$88.88 - $119.12 $26.3K - $35.3K
40.7K $3.62M
PWR
Quanta Services, Inc.

Industrials
3.6K
+ 13.16%
$236.71 - $358.03 $851K - $1.29M
30.9K $7.86M
SOUN
Soundhound Ai, Inc.

Technology
8.27K
+ 11.37%
$8.12 - $20.62 $67.2K - $171K
81K $657K
AAON
Aaon, Inc.

Industrials
319
+ 1.5%
$73.52 - $136.95 $23.5K - $43.7K
21.6K $1.68M
DOW
Dow Inc.

Basic Materials
2.51K
+ 1.44%
$34.36 - $41.92 $86.2K - $105K
177K $6.19M
SNOW
Snowflake Inc.

Technology
2.47K
+ 1.67%
$146.16 - $192.78 $360K - $475K
150K $22M
FSLR
First Solar, Inc.

Technology
69
+ 0.39%
$126.34 - $197.73 $8.72K - $13.6K
17.6K $2.22M
AMAT
Applied Materials Inc

Technology
18.9K
+ 9.18%
$145.06 - $195.51 $2.75M - $3.7M
225K $32.7M
IWN
Ishares Russell2000 Val ETF

ETFs
633
+ 0.85%
$149.27 - $169.4 $94.5K - $107K
75.4K $11.4M
FIX
Comfort Systems Usa Inc

Industrials
1.51K
+ 11.11%
$313.26 - $550.27 $472K - $829K
15.1K $4.85M
NVR
Nvr Inc

Consumer Cyclical
2
+ 0.2%
$7062.02 - $8382.63 $14.1K - $16.8K
992 $7.19M
KN
Knowles Corp

Technology
92
+ 0.05%
$15.2 - $20.58 $1.4K - $1.89K
195K $2.97M
ETN
Eaton Corp PLC

Industrials
35.5K
+ 20.13%
$271.83 - $371.23 $9.66M - $13.2M
212K $57.6M
CMI
Cummins Inc

Industrials
4.04K
+ 6.37%
$312.92 - $386.07 $1.26M - $1.56M
67.5K $21.1M
EQIX
Equinix Inc

Real Estate
237
+ 2.59%
$803.0 - $959.97 $190K - $228K
9.4K $7.66M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.36K
+ 2.8%
$81.62 - $96.63 $437K - $518K
196K $16.4M
INFY
Infosys LTD

Technology
37.6K
+ 8.07%
$18.06 - $22.89 $679K - $861K
504K $9.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59.1K
+ 4.68%
$507.05 - $563.67 $30M - $33.3M
1.32M $679M
CAT
Caterpillar Inc

Industrials
20.8K
+ 8.61%
$326.75 - $407.63 $6.8M - $8.48M
262K $86.6M
TDIV
First Trust Nasdaq Technology

ETFs
2.06K
+ 0.74%
$73.39 - $83.95 $151K - $173K
280K $20.6M
AXP
American Express CO

Financial Services
13K
+ 7.64%
$255.39 - $325.87 $3.33M - $4.24M
184K $49.4M
WEX
Wex Inc.

Technology
1.85K
+ 2.18%
$148.29 - $186.78 $274K - $345K
86.7K $13.6M
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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