Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
13.7K
+ 39.28%
$94.9 - $148.35 $1.3M - $2.03M
48.6K $4.76M
VLO
Valero Energy Corp

Energy
1.04K
+ 1.15%
$121.76 - $142.99 $126K - $148K
90.9K $12M
ATO
Atmos Energy Corp

Utilities
2.79K
+ 7.7%
$136.51 - $154.58 $381K - $431K
39K $6.03M
NGG
National Grid PLC

Utilities
8.94K
+ 14.1%
$56.13 - $65.61 $502K - $587K
72.4K $4.75M
PRK
Park National Corp

Financial Services
7.26K
+ 118.8%
$151.4 - $174.01 $1.1M - $1.26M
13.4K $2.02M
ORI
Old Republic International Corp

Financial Services
19.5K
+ 28.64%
$33.46 - $39.22 $654K - $766K
87.7K $3.44M
BECN
Beacon Roofing Supply Inc

Industrials
4.84K
+ 28.73%
$100.48 - $123.86 $487K - $600K
21.7K $2.68M
MTB
M&T Bank Corp

Financial Services
7.02K
+ 22.7%
$170.47 - $201.98 $1.2M - $1.42M
38K $6.78M
GH
Guardant Health, Inc.

Healthcare
14.1K
+ 47.52%
$31.77 - $49.94 $447K - $703K
43.7K $1.86M
VICI
Vici Properties Inc.

Real Estate
20.6K
+ 25.24%
$28.21 - $32.68 $582K - $675K
102K $3.34M
AUR
Aurora Innovation, Inc.

Technology
128K
+ 66.37%
$6.1 - $10.19 $778K - $1.3M
320K $2.15M
ONB
Old National Bancorp

Financial Services
46.8K
+ 40.96%
$20.11 - $24.45 $942K - $1.15M
161K $3.42M
MFC
Manulife Financial Corp

Financial Services
27.1K
+ 13.87%
$28.41 - $31.82 $769K - $861K
222K $6.92M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9.53K
+ 23.33%
$203.38 - $274.79 $1.94M - $2.62M
50.4K $10.4M
ADSK
Autodesk, Inc.

Technology
3.76K
+ 8.47%
N/A
48.2K $11.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.1K
+ 293.85%
$91.76 - $103.26 $925K - $1.04M
13.5K $1.25M
IWL
Ishares Tr Russell 200 ETF

ETFs
7.25K
+ 67.71%
$135.83 - $151.73 $985K - $1.1M
18K $2.47M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
17.4K
+ 39.68%
$28.12 - $37.59 $490K - $655K
61.4K $2.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.8K
+ 29.7%
$50.39 - $50.66 $895K - $900K
77.6K $3.93M
IDXX
Idexx Laboratories Inc

Healthcare
1.8K
+ 7.42%
$406.29 - $469.04 $731K - $843K
26K $10.9M
LNTH
Lantheus Holdings, Inc.

Healthcare
7.14K
+ 28.96%
$78.23 - $110.01 $558K - $785K
31.8K $3.1M
HBAN
Huntington Bancshares Inc

Financial Services
79.6K
+ 33.14%
$14.28 - $17.39 $1.14M - $1.38M
320K $4.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
22.1K
+ 4.13%
$42.38 - $43.28 $937K - $957K
557K $23.7M
BAX
Baxter International Inc

Healthcare
15.5K
+ 21.76%
$29.26 - $36.57 $454K - $567K
86.8K $2.97M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
13.1K
+ 14.85%
$74.34 - $81.0 $973K - $1.06M
101K $7.69M
OLN
Olin Corp

Basic Materials
42.6K
+ 284.91%
$23.36 - $34.41 $994K - $1.46M
57.5K $1.39M
WGO
Winnebago Industries Inc

Consumer Cyclical
29.5K
+ 305.17%
$34.4 - $49.81 $1.02M - $1.47M
39.2K $1.35M
NSP
Insperity, Inc.

Industrials
7.68K
+ 44.1%
$69.6 - $94.21 $534K - $723K
25.1K $2.24M
SEB
Seaboard Corp

Industrials
282
+ 59.87%
$2422.16 - $2992.67 $683K - $844K
753 $2.03M
MPWR
Monolithic Power Systems Inc

Technology
1.7K
+ 19.92%
$565.7 - $720.25 $960K - $1.22M
10.2K $5.93M
VIG
Vanguard Dividend Appreciation

ETFs
4.79K
+ 0.43%
N/A
1.11M $202M
GWRE
Guidewire Software, Inc.

Technology
3.08K
+ 19.77%
$166.74 - $218.22 $514K - $672K
18.7K $3.5M
VNQI
Vanguard Global Ex U.S. Real

ETFs
9.72K
+ 1.85%
$38.22 - $41.19 $371K - $400K
536K $21.7M
FOXA
Fox Corp

Communication Services
9.68K
+ 24.97%
$47.9 - $58.0 $464K - $561K
48.4K $2.74M
BKR
Baker Hughes CO

Energy
14K
+ 16.92%
$41.16 - $48.85 $576K - $683K
96.6K $4.25M
EPR
Epr Properties

Real Estate
11.6K
+ 39.47%
$43.98 - $53.81 $510K - $624K
41K $2.16M
THRM
Gentherm Inc

Consumer Cyclical
32K
New
$26.74 - $40.76 $856K - $1.3M
32K $855K
WSO
Watsco Inc

Industrials
1.3K
+ 23.12%
$463.86 - $530.75 $602K - $688K
6.91K $3.51M
ESLT
Elbit Systems LTD

Industrials
272
+ 4.57%
$261.47 - $413.0 $71.1K - $112K
6.23K $2.39M
NDSN
Nordson Corp

Industrials
4.33K
+ 140.86%
$200.12 - $224.07 $867K - $971K
7.41K $1.49M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
36.9K
+ 30.04%
$12.68 - $17.71 $468K - $654K
160K $2.51M
ADMA
Adma Biologics, Inc.

Healthcare
36.5K
+ 77.25%
$15.44 - $20.61 $563K - $751K
83.7K $1.66M
APH
Amphenol Corp

Technology
41K
+ 8.58%
$61.62 - $78.55 $2.53M - $3.22M
519K $34M
ACIW
Aci Worldwide, Inc.

Technology
13.5K
+ 36.26%
$50.38 - $57.35 $681K - $775K
50.8K $2.78M
ALK
Alaska Air Group, Inc.

Industrials
37K
+ 58.76%
$49.22 - $76.6 $1.82M - $2.83M
100K $4.92M
CRS
Carpenter Technology Corp

Industrials
3.72K
+ 25.99%
$172.39 - $212.53 $641K - $790K
18K $3.26M
EAOR
Ishares Esg Aware Growth Alloc

Technology
26.7K
New
$31.02 - $32.41 $827K - $865K
26.7K $835K
ROG
Rogers Corp

Technology
17K
+ 183.09%
$67.53 - $102.68 $1.15M - $1.74M
26.3K $1.77M
NOK
Nokia Corp

Technology
83.3K
+ 18.11%
$4.43 - $5.42 $369K - $451K
543K $2.86M
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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