Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
5.82K
+ 13.13%
$118.02 - $137.77 $687K - $802K
50.1K $6.91M
BRO
Brown & Brown, Inc.

Financial Services
1.62K
+ 2.49%
$100.54 - $124.4 $163K - $201K
66.8K $8.31M
CORT
Corcept Therapeutics Inc

Healthcare
5.73K
+ 36.82%
$49.85 - $114.22 $286K - $655K
21.3K $2.43M
AWK
American Water Works Company, Inc.

Utilities
5.15K
+ 13.42%
$121.01 - $149.31 $623K - $769K
43.5K $6.42M
ING
Ing Groep Nv

Financial Services
40.1K
+ 18.43%
$15.51 - $20.74 $622K - $831K
258K $5.05M
BWX
Spdr Bloomberg International T

ETFs
54K
+ 5.72%
$20.94 - $22.04 $1.13M - $1.19M
998K $21.8M
XEL
Xcel Energy Inc

Utilities
9.15K
+ 3.07%
$63.37 - $72.1 $580K - $660K
308K $21.8M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
20.7K
+ 12.56%
$17.16 - $25.25 $356K - $524K
186K $4.43M
MSTR
Microstrategy Inc

Technology
6.06K
+ 5.81%
$239.27 - $396.5 $1.45M - $2.4M
111K $31.9M
MELI
Mercadolibre Inc

Consumer Cyclical
143
+ 2.7%
$1739.0 - $2260.0 $249K - $323K
5.44K $10.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
17.7K
+ 13.28%
$90.0 - $96.32 $1.59M - $1.7M
151K $13.9M
WF
Woori Financial Group Inc.

Financial Services
36.4K
+ 21.17%
$31.09 - $35.8 $1.13M - $1.3M
208K $6.95M
NVEE
Nv5 Global, Inc.

Industrials
81.3K
+ 637.58%
$17.03 - $19.42 $1.38M - $1.58M
94K $1.81M
CHT
Chunghwa Telecom CO LTD

Communication Services
30.5K
+ 12.79%
$36.78 - $39.46 $1.12M - $1.2M
269K $10.5M
ETR
Entergy Corp

Utilities
9.67K
+ 12.68%
$75.26 - $87.89 $728K - $850K
85.9K $7.34M
INSM
Insmed Inc

Healthcare
15K
+ 26.51%
$65.25 - $83.83 $981K - $1.26M
71.7K $5.47M
CHKP
Check Point Software Technologies LTD

Technology
3.2K
+ 15.97%
$179.88 - $231.31 $576K - $741K
23.2K $5.3M
FCX
Freeport Mcmoran Inc

Basic Materials
42.5K
+ 17.76%
$34.5 - $43.01 $1.46M - $1.83M
282K $10.7M
PUK
Prudential PLC

Financial Services
39.3K
+ 30.72%
$14.54 - $21.92 $571K - $861K
167K $3.59M
VTR
Ventas, Inc.

Real Estate
15.1K
+ 29.34%
$56.9 - $70.47 $860K - $1.06M
66.6K $4.58M
HAS
Hasbro, Inc.

Consumer Cyclical
3.31K
+ 1.38%
$56.16 - $69.06 $186K - $229K
243K $14.9M
BCS
Barclays PLC

Financial Services
50.3K
+ 13.71%
$12.69 - $16.25 $639K - $818K
418K $6.41M
GGG
Graco Inc

Industrials
18.9K
+ 25.36%
$80.53 - $87.54 $1.52M - $1.66M
93.5K $7.81M
WSBC
Wesbanco Inc

Financial Services
51.5K
+ 110.11%
$30.36 - $37.08 $1.56M - $1.91M
98.2K $3.04M
UMBF
Umb Financial Corp

Financial Services
20.7K
+ 41.15%
$98.0 - $122.56 $2.03M - $2.54M
71.1K $7.19M
OEF
Ishares S&P 100 ETF

ETFs
5.63K
+ 14.58%
N/A
44.2K $11.8M
MKL
Markel Corp

Financial Services
401
+ 7.71%
$1660.14 - $2059.83 $666K - $826K
5.6K $10.5M
NET
Cloudflare, Inc.

Technology
11.6K
+ 34.34%
$110.71 - $176.5 $1.28M - $2.04M
45.3K $5.1M
VRSN
Verisign Inc

Technology
2.78K
+ 17.04%
$205.1 - $254.74 $569K - $707K
19.1K $4.84M
SLV
I Shares Silver Trust

ETFs
22K
+ 13.53%
$26.93 - $31.32 $592K - $689K
184K $5.72M
PFE
Pfizer Inc

Healthcare
130K
+ 8.32%
$25.01 - $27.13 $3.25M - $3.53M
1.69M $42.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
32.2K
+ 530.97%
$42.4 - $44.11 $1.37M - $1.42M
38.3K $1.68M
O
Realty Income Corp

Real Estate
2.37K
+ 0.85%
$51.67 - $58.49 $122K - $138K
281K $16.3M
SUB
Ishares Short Term National Mu

ETFs
10.5K
+ 0.41%
$105.3 - $106.24 $1.1M - $1.11M
2.57M $271M
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.29K
+ 11.41%
$55.75 - $77.63 $295K - $411K
51.7K $4.01M
ALC
Alcon Inc

Healthcare
10.2K
+ 23.32%
$82.73 - $96.8 $840K - $983K
53.7K $5.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
25.5K
+ 41.93%
$55.41 - $60.74 $1.42M - $1.55M
86.5K $4.88M
MLI
Mueller Industries Inc

Industrials
20.2K
+ 43.6%
$76.14 - $82.67 $1.54M - $1.67M
66.5K $5.07M
USFR
Wisdomtree Floating Rate Treas

ETFs
27.4K
+ 213.39%
$50.29 - $50.5 $1.38M - $1.38M
40.2K $2.02M
CHX
Champion X Corp

Energy
33.1K
+ 23.1%
$27.3 - $31.27 $902K - $1.03M
176K $5.25M
OKE
Oneok Inc

Energy
16.6K
+ 6.64%
$89.57 - $109.85 $1.49M - $1.83M
267K $26.5M
RS
Reliance Steel & Aluminum CO

Basic Materials
138
+ 0.21%
$266.61 - $302.66 $36.8K - $41.8K
67.1K $19.4M
FNX
First Tr Mid Cap Core Alphadex

ETFs
12.8K
+ 174.85%
$105.28 - $121.93 $1.34M - $1.56M
20.1K $2.19M
IDCC
Inter Digital, Inc.

Communication Services
5.89K
+ 62.65%
$171.68 - $225.72 $1.01M - $1.33M
15.3K $3.16M
EBAY
Ebay Inc

Consumer Cyclical
13.3K
+ 17.56%
$61.61 - $70.93 $820K - $944K
89.1K $6.04M
KRYS
Krystal Biotech, Inc.

Healthcare
6.69K
+ 123.94%
$142.64 - $194.44 $954K - $1.3M
12.1K $2.18M
LNT
Alliant Energy Corp

Utilities
15.2K
+ 22.38%
$56.66 - $66.04 $860K - $1M
83K $5.34M
IGM
Ishares Expanded Tech Sector E

ETFs
17.4K
+ 78.77%
$90.67 - $108.46 $1.57M - $1.88M
39.4K $3.57M
TDG
Trans Digm Group Inc

Industrials
190
+ 2.08%
$1251.32 - $1394.11 $238K - $265K
9.32K $12.9M
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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