Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RELX
Relx PLC

Communication Services
26.3K
+ 16.38%
$45.34 - $51.91 $1.19M - $1.37M
187K $9.44M
AZO
Autozone Inc

Consumer Cyclical
111
+ 4.0%
$3193.96 - $3828.11 $355K - $425K
2.89K $11M
IXUS
Ishares Tr

ETFs
25.5K
+ 27.54%
$65.06 - $72.31 $1.66M - $1.84M
118K $8.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
32.3K
+ 12.08%
$120.24 - $134.3 $3.88M - $4.33M
299K $36.5M
NUE
Nucor Corp

Basic Materials
13.7K
+ 11.56%
$114.48 - $142.52 $1.57M - $1.96M
133K $16M
SE
Sea LTD

Consumer Cyclical
8.41K
+ 20.74%
$104.87 - $146.31 $882K - $1.23M
48.9K $6.38M
PFF
Ishares Trust Ishares Pfd And

ETFs
72.3K
+ 34.11%
$30.73 - $32.26 $2.22M - $2.33M
284K $8.73M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.23K
+ 6.33%
$408.78 - $448.82 $2.55M - $2.8M
105K $43.9M
MU
Micron Technology Inc

Technology
18.5K
+ 11.18%
$86.89 - $109.38 $1.6M - $2.02M
184K $15.9M
FEX
First Tr Large Cap Core Alphde

ETFs
20.1K
+ 374.91%
$99.27 - $109.89 $2M - $2.21M
25.5K $2.61M
DGICA
Donegal Group Inc

Financial Services
98.7K
+ 399.45%
$14.28 - $19.63 $1.41M - $1.94M
123K $2.42M
FNDX
Schwab Fundamental U S Large C

ETFs
89K
+ 6.69%
$23.03 - $25.01 $2.05M - $2.23M
1.42M $33.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
18.4K
+ 4.13%
$100.34 - $100.68 $1.84M - $1.85M
463K $46.7M
HALO
Halozyme Therapeutics, Inc.

Healthcare
20K
+ 43.95%
$47.74 - $65.16 $955K - $1.3M
65.5K $4.18M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
20.2K
+ 30.79%
$46.15 - $63.53 $934K - $1.29M
86K $5.29M
ECL
Ecolab Inc.

Basic Materials
4.6K
+ 10.9%
$229.72 - $269.82 $1.06M - $1.24M
46.8K $11.9M
JBHT
Hunt J B Transport Services Inc

Industrials
14.3K
+ 221.69%
$146.12 - $186.55 $2.08M - $2.66M
20.7K $3.06M
AON
Aon PLC

Financial Services
1.96K
+ 6.63%
$348.44 - $409.32 $681K - $800K
31.4K $12.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19.1K
+ 17.11%
$68.32 - $75.06 $1.3M - $1.43M
130K $9.75M
PDD
Pinduoduo Inc.

Consumer Cyclical
11.9K
+ 47.71%
$94.68 - $131.34 $1.13M - $1.56M
36.8K $4.36M
TTWO
Take Two Interactive Software Inc

Communication Services
6.34K
+ 23.75%
$178.61 - $217.95 $1.13M - $1.38M
33K $6.85M
DEMZ
The Advisors Inner Circle Fd I

ETFs
56.2K
New
$33.5 - $37.49 $1.88M - $2.11M
56.2K $1.92M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
94.3K
+ 19.76%
$14.13 - $16.72 $1.33M - $1.58M
572K $8.84M
FITB
Fifth Third Bancorp

Financial Services
67.6K
+ 27.99%
$37.48 - $44.96 $2.54M - $3.04M
309K $12.1M
LYG
Lloyds Banking Group PLC

Financial Services
216K
+ 22.07%
$2.58 - $3.9 $556K - $840K
1.19M $4.55M
F
Ford Motor CO

Consumer Cyclical
177K
+ 20.51%
$9.12 - $10.43 $1.61M - $1.84M
1.04M $10.4M
BP
Bp PLC

Energy
23.5K
+ 9.1%
$29.93 - $35.31 $703K - $829K
282K $9.51M
FAST
Fastenal CO

Industrials
13.6K
+ 9.37%
$71.11 - $79.98 $968K - $1.09M
159K $12.3M
VEEV
Veeva Systems Inc

Healthcare
5.2K
+ 16.96%
$210.58 - $246.8 $1.1M - $1.28M
35.9K $8.31M
CSGP
Costar Group, Inc.

Real Estate
20.3K
+ 61.41%
$69.29 - $80.37 $1.4M - $1.63M
53.2K $4.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.88K
+ 29.68%
$196.12 - $229.48 $1.94M - $2.27M
43.1K $8.72M
ITW
Illinois Tool Works Inc

Industrials
9.15K
+ 11.36%
$244.9 - $274.48 $2.24M - $2.51M
89.7K $22.3M
ADI
Analog Devices Inc

Technology
15.4K
+ 12.89%
$201.56 - $243.82 $3.11M - $3.77M
135K $27.3M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
5.29K
+ 48.89%
$233.07 - $290.7 $1.23M - $1.54M
16.1K $4.35M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
213K
New
$8.46 - $9.3 $1.8M - $1.98M
213K $1.8M
BNDX
Vanguard Total International B

ETFs
38K
+ 14.75%
$48.33 - $49.5 $1.84M - $1.88M
296K $14.4M
GRMN
Garmin LTD

Technology
6.32K
+ 16.29%
$204.55 - $241.93 $1.29M - $1.53M
45.1K $9.79M
STE
Steris PLC

Healthcare
7.01K
+ 73.49%
$202.46 - $232.74 $1.42M - $1.63M
16.5K $3.75M
FANG
Diamondback Energy, Inc.

Energy
12K
+ 32.29%
$139.9 - $180.18 $1.67M - $2.15M
49K $7.83M
MCO
Moodys Corp

Financial Services
4.16K
+ 17.33%
$437.8 - $527.48 $1.82M - $2.2M
28.2K $13.1M
CTVA
Corteva, Inc.

Basic Materials
12.7K
+ 8.08%
$55.94 - $66.15 $710K - $839K
170K $10.7M
EVRG
Evergy, Inc.

Utilities
10.6K
+ 7.76%
$59.9 - $69.52 $632K - $734K
147K $10.1M
C
Citigroup Inc

Financial Services
20.9K
+ 5.11%
$67.23 - $84.63 $1.4M - $1.77M
430K $30.5M
RGR
Sturm Ruger & CO Inc

Industrials
41.4K
+ 225.33%
N/A
59.8K $2.48M
MFG
Mizuho Financial Group Inc

Financial Services
198K
+ 19.62%
$4.83 - $6.04 $954K - $1.19M
1.2M $6.64M
HCI
Hci Group, Inc.

Financial Services
98
+ 0.19%
$110.25 - $150.47 $10.8K - $14.7K
52.1K $7.77M
TGTX
Tg Therapeutics, Inc.

Healthcare
29.4K
+ 49.99%
$27.67 - $42.99 $814K - $1.27M
88.3K $3.48M
AVIG
American Centy ETF Tr Avantis

ETFs
33K
+ 7.94%
$40.06 - $41.55 $1.32M - $1.37M
448K $18.6M
HES
Hess Corp

Energy
6.81K
+ 30.45%
$135.42 - $160.52 $922K - $1.09M
29.2K $4.66M
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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