Creative Planning Purchases in Q2 2025

Creative Planning

Stock	Shares change	Price Range	Shares Held
ACN Accenture PLC Technology	7.65K + 2.99%	$279.23 - $323.21 $2.14M - $2.47M	263K $78.7M
AEP American Electric Power CO Inc Utilities	4.43K + 1.49%	$98.59 - $109.11 $437K - $484K	302K $31.4M
PGR Progressive Corp Financial Services	763 + 0.87%	$255.27 - $288.74 $195K - $220K	88.9K $23.7M
EPD Enterprise Products Partners L.P. Energy	37.1K + 4.56%	$28.95 - $34.22 $1.07M - $1.27M	850K $26.4M
EOG Eog Resources Inc Energy	1.81K + 0.92%	$104.61 - $129.97 $190K - $236K	198K $23.7M
BDX Becton Dickinson & CO Healthcare	5.74K + 11.53%	$165.15 - $226.42 $947K - $1.3M	55.5K $9.55M
OKE Oneok Inc Energy	2.55K + 0.96%	$78.71 - $100.37 $201K - $256K	270K $22M
LLY Eli Lilly & CO Healthcare	9.02K + 3.49%	$713.71 - $898.95 $6.43M - $8.1M	267K $208M
TMO Thermo Fisher Scientific Inc. Healthcare	9.09K + 8.85%	$390.26 - $489.06 $3.55M - $4.44M	112K $45.3M
PEP Pepsico Inc Consumer Defensive	35.7K + 5.91%	$128.02 - $151.37 $4.56M - $5.4M	639K $84.4M
CGBD Carlyle Secured Lending, Inc. Financial Services	44.1K + 0.9%	$13.55 - $16.25 $597K - $716K	4.92M $67.3M
PG Procter & Gamble CO Consumer Defensive	14.9K + 1.04%	$157.66 - $172.39 $2.35M - $2.57M	1.44M $230M
UNH Unitedhealth Group Inc Healthcare	13.6K + 6.08%	$274.35 - $599.47 $3.73M - $8.16M	238K $74.1M
BRK-B Berkshire Hathaway Inc Class B Financial Services	2.84K + 0.1%	$483.48 - $539.8 $1.37M - $1.53M	2.76M $1.34B

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