Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
11K
+ 6.51%
$35.35 - $42.74 $389K - $470K
180K $7.44M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
87.3K
+ 47.49%
$13.05 - $13.97 $1.14M - $1.22M
271K $3.69M
GDS
Gds Holdings LTD

Technology
49K
+ 166.13%
$19.92 - $48.5 $975K - $2.37M
78.4K $1.99M
DTE
Dte Energy CO

Utilities
334
+ 0.47%
$117.6 - $138.27 $39.3K - $46.2K
70.9K $9.8M
XYL
Xylem Inc.

Industrials
9.82K
+ 31.82%
$114.02 - $132.04 $1.12M - $1.3M
40.7K $4.86M
CTSH
Cognizant Technology Solutions Corp

Technology
17K
+ 32.28%
$75.32 - $90.7 $1.28M - $1.54M
69.6K $5.33M
JD
Jd.Com, Inc.

Consumer Cyclical
5.01K
+ 3.02%
$33.1 - $45.21 $166K - $227K
171K $7.03M
PSLV
Sprott Physical Silver Trust

Financial Services
97.3K
+ 129.2%
$9.86 - $11.68 $959K - $1.14M
173K $2M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
19.6K
+ 13.31%
$33.37 - $38.01 $656K - $747K
167K $6.27M
IDV
Ishares Tr

ETFs
26.7K
+ 22.6%
$27.0 - $31.7 $720K - $845K
145K $4.48M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
37.1K
+ 3.43%
$22.42 - $23.22 $832K - $861K
1.12M $25.8M
NXPI
Nxp Semiconductors N.V.

Technology
10.1K
+ 25.98%
$189.99 - $245.86 $1.91M - $2.47M
48.8K $9.27M
MS
Morgan Stanley

Financial Services
29.2K
+ 12.1%
$111.68 - $141.08 $3.26M - $4.12M
271K $31.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.36K
+ 1.87%
$25.54 - $28.79 $239K - $270K
511K $14.2M
IHDG
Wisdomtree Tr

ETFs
29.6K
+ 2.78%
$43.4 - $47.51 $1.28M - $1.41M
1.09M $47.4M
USB
Us Bancorp \De\

Financial Services
118K
+ 17.46%
$40.92 - $50.9 $4.83M - $6.01M
794K $33.5M
EXPD
Expeditors International Of Washington Inc

Industrials
7.49K
+ 25.12%
$109.09 - $126.48 $817K - $948K
37.3K $4.49M
CPRT
Copart Inc

Consumer Cyclical
22.9K
+ 14.85%
$52.3 - $59.83 $1.2M - $1.37M
177K $10M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.95K
+ 1.46%
$76.94 - $78.28 $611K - $622K
552K $43.2M
COOP
Mr. Cooper Group Inc.

Financial Services
4.83K
+ 20.09%
$91.4 - $119.6 $442K - $578K
28.9K $3.46M
D
Dominion Energy, Inc

Utilities
9.75K
+ 3.65%
$52.85 - $57.43 $515K - $560K
277K $15.5M
REXR
Rexford Industrial Realty, Inc.

Real Estate
28.6K
+ 100.76%
$37.17 - $41.44 $1.06M - $1.19M
57K $2.23M
NX
Quanex Building Products Corp

Industrials
60.8K
+ 49858.2%
$18.54 - $24.18 $1.13M - $1.47M
60.9K $1.13M
GL
Globe Life Inc.

Financial Services
3.47K
+ 10.42%
$111.2 - $131.72 $386K - $457K
36.8K $4.84M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
48.2K
+ 19.18%
$12.89 - $15.19 $622K - $732K
300K $4.45M
VONG
Vanguard Russell 1000 Growth E

ETFs
23.3K
+ 23.64%
$92.71 - $107.38 $2.16M - $2.5M
122K $11.3M
WNC
Wabash National Corp

Industrials
108K
+ 1045.97%
$10.59 - $17.28 $1.14M - $1.86M
118K $1.3M
FTC
First Tr Lge Cap Growth

ETFs
8.49K
New
$127.87 - $148.89 $1.08M - $1.26M
8.49K $1.11M
PBE
Invesco Exchange Traded Fd Tr

ETFs
17.4K
New
$63.44 - $70.44 $1.1M - $1.23M
17.4K $1.1M
HUM
Humana Inc

Healthcare
3.22K
+ 14.21%
$249.11 - $303.11 $802K - $976K
25.9K $6.85M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
2.93K
+ 66.19%
$272.79 - $355.88 $800K - $1.04M
7.36K $2.44M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.83K
+ 0.39%
$105.1 - $109.61 $192K - $200K
470K $51.1M
NRG
Nrg Energy, Inc.

Utilities
3.29K
+ 2.31%
$84.82 - $113.33 $279K - $372K
146K $13.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.18K
+ 9.64%
$97.38 - $104.52 $797K - $855K
93K $9.51M
UBS
Ubs Group Ag

Financial Services
31.9K
+ 11.96%
$30.28 - $35.78 $965K - $1.14M
298K $9.14M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.42K
+ 7.93%
$81.78 - $131.92 $116K - $187K
19.3K $2.55M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.71K
+ 20.77%
$378.71 - $442.54 $647K - $756K
9.93K $4.31M
ROCK
Gibraltar Industries, Inc.

Industrials
17.9K
+ 81522.73%
$56.2 - $67.05 $1.01M - $1.2M
18K $1.05M
FCFS
First Cash Holdings, Inc.

Financial Services
6.96K
+ 54.6%
$102.59 - $120.32 $714K - $838K
19.7K $2.37M
ADC
Agree Realty Corp

Real Estate
6.72K
+ 8.89%
$68.36 - $77.19 $459K - $518K
82.2K $6.35M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.8K
+ 5.07%
N/A
246K $21.1M
VRSK
Verisk Analytics, Inc.

Industrials
1.96K
+ 10.0%
$268.63 - $301.33 $525K - $589K
21.5K $6.4M
EAT
Brinker International, Inc

Consumer Cyclical
4.69K
+ 25.06%
$133.46 - $189.14 $626K - $887K
23.4K $3.49M
HOOD
Robinhood Markets, Inc.

Technology
17.5K
+ 26.97%
$35.63 - $65.28 $624K - $1.14M
82.4K $3.43M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
48.7K
+ 64.81%
$20.05 - $20.4 $976K - $993K
124K $2.52M
ASB
Associated Banc Corp

Financial Services
48.7K
+ 73.02%
$21.06 - $25.63 $1.03M - $1.25M
116K $2.6M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
50.7K
+ 46.31%
$19.43 - $19.62 $985K - $995K
160K $3.14M
CCI
Crown Castle International Corp

Real Estate
1.67K
+ 2.72%
$84.33 - $106.39 $141K - $178K
63.1K $6.57M
AXSM
Axsome Therapeutics, Inc.

Healthcare
5.15K
+ 41.97%
$80.05 - $137.75 $412K - $709K
17.4K $2.03M
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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