Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
7.33K
+ 7.38%
$82.79 - $111.31 $607K - $816K
107K $9.18M
WIT
Wipro LTD

Technology
54.3K
+ 1.8%
$3.0 - $3.77 $163K - $205K
3.08M $9.42M
ROST
Ross Stores, Inc.

Consumer Cyclical
656
+ 1.01%
$123.3 - $154.95 $80.9K - $102K
65.3K $8.35M
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.99K
+ 5.26%
$21.26 - $33.75 $149K - $236K
140K $3.01M
RY
Royal Bank Of Canada

Financial Services
1.79K
+ 0.81%
$108.81 - $123.4 $195K - $221K
224K $25.2M
CDNS
Cadence Design Systems Inc

Technology
2.51K
+ 5.29%
$233.96 - $324.52 $588K - $815K
50K $12.7M
CCL
Carnival Corp

Consumer Cyclical
32.3K
+ 7.88%
$19.08 - $28.49 $617K - $921K
442K $8.64M
EMR
Emerson Electric CO

Industrials
10.3K
+ 5.2%
$108.64 - $131.17 $1.12M - $1.35M
208K $22.8M
BA
Boeing CO

Industrials
1.04K
+ 0.34%
$148.15 - $186.25 $154K - $193K
303K $51.7M
MRK
Merck & Co., Inc.

Healthcare
76.5K
+ 8.3%
$83.01 - $101.02 $6.35M - $7.73M
998K $89.6M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9.67K
+ 2.76%
$18.53 - $29.07 $179K - $281K
360K $6.82M
LOW
Lowes Companies Inc

Consumer Cyclical
3.51K
+ 1.58%
$222.66 - $268.42 $781K - $942K
226K $52.7M
DHR
Danaher Corp

Healthcare
4.48K
+ 3.51%
$201.62 - $250.59 $904K - $1.12M
132K $27.1M
KKR
Kkr & Co. Inc.

Financial Services
2.36K
+ 3.06%
$108.17 - $167.07 $255K - $394K
79.5K $9.19M
MRVL
Marvell Technology, Inc.

Technology
42.8K
+ 41.69%
$61.57 - $126.06 $2.63M - $5.39M
145K $8.95M
RRX
Regal Rexnord Corp

Industrials
13.2K
+ 13.14%
$113.85 - $167.1 $1.51M - $2.21M
114K $13M
DOV
Dover Corp

Industrials
1.24K
+ 0.5%
$174.65 - $206.43 $216K - $255K
249K $43.7M
NKE
Nike, Inc.

Consumer Cyclical
85.7K
+ 12.49%
$63.29 - $81.72 $5.42M - $7M
772K $49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20K
+ 0.87%
$32.42 - $36.13 $649K - $723K
2.32M $76.5M
DELL
Dell Technologies Inc.

Technology
3.98K
+ 2.79%
$90.34 - $124.66 $360K - $496K
147K $13.4M
MAR
Marriott International Inc

Consumer Cyclical
1.19K
+ 1.3%
$237.01 - $304.45 $283K - $363K
93.1K $22.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46.8K
+ 7.75%
$468.34 - $539.52 $21.9M - $25.3M
651K $305M
SCHG
Schwab Strategic Tr Us Large C

ETFs
54.4K
+ 2.98%
$24.91 - $29.02 $1.35M - $1.58M
1.88M $47.1M
DIS
Walt Disney CO

Communication Services
38.6K
+ 6.39%
$96.87 - $114.0 $3.74M - $4.4M
643K $63.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.02K
+ 0.74%
$47.79 - $59.89 $144K - $181K
408K $20.5M
XLK
Technology Sector Spdr

ETFs
6.35K
+ 3.1%
$206.38 - $242.18 $1.31M - $1.54M
211K $43.5M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
25.2K
+ 1.76%
$37.84 - $44.02 $953K - $1.11M
1.45M $55.9M
HD
Home Depot, Inc.

Consumer Cyclical
19.7K
+ 3.84%
$347.25 - $424.87 $6.84M - $8.36M
533K $195M
VGT
Vanguard Information Technolog

ETFs
9.86K
+ 7.98%
$542.38 - $646.34 $5.35M - $6.37M
134K $72.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.93K
+ 2.25%
$254.58 - $302.92 $1M - $1.19M
179K $45.7M
WST
West Pharmaceutical Services Inc

Healthcare
482
+ 0.96%
$199.11 - $347.87 $96K - $168K
50.5K $11.3M
DLR
Digital Realty Trust, Inc.

Real Estate
933
+ 0.6%
$142.1 - $183.56 $133K - $171K
157K $22.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
14.5K
+ 2.22%
$302.31 - $337.54 $4.38M - $4.89M
667K $205M
AMD
Advanced Micro Devices Inc

Technology
6.47K
+ 1.59%
$96.63 - $129.55 $625K - $838K
412K $42.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.2K
+ 0.82%
$96.93 - $109.51 $985K - $1.11M
1.25M $123M
BX
Blackstone Inc.

Financial Services
2.58K
+ 1.04%
$136.53 - $186.74 $353K - $482K
251K $35M
ACN
Accenture PLC

Technology
4.29K
+ 1.7%
$300.91 - $398.25 $1.29M - $1.71M
256K $79.8M
CRM
Salesforce, Inc.

Technology
28K
+ 11.38%
$268.36 - $359.95 $7.5M - $10.1M
274K $73.5M
NOW
Service Now, Inc.

Technology
5.81K
+ 11.27%
$783.83 - $1170.39 $4.56M - $6.8M
57.4K $45.7M
BSY
Bentley Systems Inc

Technology
10.4K
+ 0.77%
$39.34 - $47.7 $409K - $495K
1.36M $53.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
28.3K
+ 6.03%
$165.25 - $224.62 $4.68M - $6.37M
498K $82.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.1K
+ 0.56%
$23.16 - $27.04 $582K - $680K
4.55M $107M
VUG
Vanguard Growth ETF

ETFs
2.89K
+ 0.98%
$369.1 - $427.61 $1.07M - $1.24M
297K $110M
IWM
Ishares Russell 2000 ETF

ETFs
10.3K
+ 1.74%
$198.1 - $229.79 $2.05M - $2.37M
604K $120M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.2K
+ 0.95%
$120.29 - $134.6 $2.42M - $2.71M
2.14M $262M
VB
Vanguard Small Cap ETF

ETFs
104K
+ 5.48%
$217.89 - $252.64 $22.6M - $26.2M
2M $443M
VO
Vanguard Mid Cap ETF

ETFs
125K
+ 1.55%
$251.87 - $277.95 $31.6M - $34.8M
8.21M $2.12B
ORCL
Oracle Corp

Technology
56.8K
+ 7.39%
$139.81 - $186.47 $7.95M - $10.6M
826K $116M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.09K
+ 1.78%
$360.07 - $417.26 $2.91M - $3.37M
463K $167M
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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