Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.9M
+ 26.07%
$33.84 - $37.77 $606M - $677M
86.6M $3.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8M
+ 7.95%
$71.17 - $73.66 $569M - $589M
109M $7.97B
AVDV
American Centy ETF Tr Avantis

ETFs
4.82M
+ 50.16%
$63.74 - $71.96 $308M - $347M
14.4M $1.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60.5K
+ 2.24%
$442.66 - $534.52 $26.8M - $32.3M
2.76M $1.47B
AVUV
American Centy ETF Tr Avantis

ETFs
3.25M
+ 40.66%
$84.95 - $100.62 $276M - $327M
11.2M $980M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.84M
+ 466.67%
$44.41 - $45.98 $170M - $176M
4.66M $213M
BRK-A
Berkshire Hathaway Inc

Financial Services
190
+ 1727.27%
$663000.0 - $801950.0 $126M - $152M
201 $160M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.58M
+ 8.08%
$39.18 - $43.52 $101M - $112M
34.5M $1.44B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.58M
+ 27.01%
$58.81 - $68.2 $210M - $244M
16.8M $1.01B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.48M
+ 448.23%
$67.03 - $74.61 $99.3M - $111M
1.81M $123M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.85M
+ 7.07%
$29.82 - $30.1 $85M - $85.8M
43.2M $1.3B
BBUS
J P Morgan Exchg Traded Fd

ETFs
885K
+ 11499.74%
$99.5 - $110.97 $88.1M - $98.2M
893K $90.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.03M
+ 8.08%
$57.44 - $59.4 $59.1M - $61.1M
13.8M $817M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
4.86M
+ 36290.12%
$16.18 - $18.56 $78.6M - $90.2M
4.87M $78.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
392K
+ 1.59%
$79.17 - $82.04 $31.1M - $32.2M
25M $2.04B
FDL
First Tr Morningstar Dividend

ETFs
1.52M
+ 4206.28%
$39.69 - $43.83 $60.4M - $66.7M
1.56M $67.7M
QTEC
First Trust Nasdaq 100 Technol

ETFs
331K
+ 3363.64%
$173.56 - $210.67 $57.4M - $69.7M
341K $59.1M
JPM
Jpmorgan Chase & CO

Financial Services
155K
+ 13.14%
$225.19 - $279.95 $34.9M - $43.4M
1.34M $327M
ABBV
Abb Vie Inc.

Healthcare
82K
+ 10.77%
$169.2 - $216.66 $13.9M - $17.8M
843K $177M
V
Visa Inc.

Financial Services
60.3K
+ 10.45%
$306.92 - $362.71 $18.5M - $21.9M
637K $223M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02M
+ 4.05%
$49.25 - $50.66 $50.1M - $51.6M
26.1M $1.3B
JNJ
Johnson & Johnson

Healthcare
97.9K
+ 9.94%
$142.06 - $167.7 $13.9M - $16.4M
1.08M $180M
LLY
Eli Lilly & CO

Healthcare
22.4K
+ 9.53%
$725.72 - $929.72 $16.3M - $20.9M
258K $213M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
75K
+ 30.17%
$522.96 - $601.18 $39.2M - $45.1M
324K $173M
IEFA
Ishares Tr

ETFs
142K
+ 5.12%
$69.57 - $78.65 $9.86M - $11.1M
2.91M $220M
ABT
Abbott Laboratories

Healthcare
70.9K
+ 8.64%
$111.1 - $140.22 $7.88M - $9.94M
892K $118M
PM
Philip Morris International Inc.

Consumer Defensive
52.6K
+ 13.53%
$117.15 - $158.79 $6.16M - $8.35M
441K $70M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
237K
+ 729.55%
$94.32 - $110.46 $22.4M - $26.2M
270K $26M
COST
Costco Wholesale Corp

Consumer Defensive
16.5K
+ 7.45%
$890.62 - $1076.86 $14.7M - $17.8M
238K $225M
KO
Coca Cola CO

Consumer Defensive
66.1K
+ 3.55%
$60.81 - $72.32 $4.02M - $4.78M
1.93M $138M
VGSH
Vanguard

ETFs
359K
+ 34.0%
$58.07 - $58.69 $20.8M - $21M
1.41M $82.9M
CVX
Chevron Corp

Energy
37.4K
+ 6.08%
$146.71 - $167.97 $5.49M - $6.29M
652K $109M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
741K
+ 657.69%
$26.53 - $29.63 $19.7M - $22M
854K $23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
88.5K
+ 4.38%
$74.85 - $84.89 $6.62M - $7.51M
2.11M $173M
META
Meta Platforms, Inc.

Communication Services
50.8K
+ 6.97%
$576.36 - $736.67 $29.3M - $37.4M
780K $449M
FMB
First Tr Exchange Traded Fd Ii

ETFs
382K
+ 7884.85%
$50.17 - $51.45 $19.2M - $19.7M
387K $19.5M
AMGN
Amgen Inc

Healthcare
23.5K
+ 11.83%
$258.59 - $327.36 $6.07M - $7.69M
222K $69.2M
ORCC
Owl Rock Capital Corp

Financial Services
1.26M
+ 740.34%
N/A
1.43M $19.2M
SPGI
S&P Global Inc.

Financial Services
30.3K
+ 54.52%
$478.26 - $543.77 $14.5M - $16.5M
85.9K $43.7M
IBM
International Business Machines Corp

Technology
25.5K
+ 7.84%
$217.4 - $264.74 $5.55M - $6.75M
351K $87.3M
SFBS
Servis First Bancshares, Inc.

Financial Services
180K
+ 287.88%
$80.8 - $93.58 $14.6M - $16.9M
243K $20.1M
GLD
Spdr Gold Trust

ETFs
20.8K
+ 11.63%
$243.19 - $288.14 $5.07M - $6.01M
200K $57.7M
CSCO
Cisco Systems, Inc.

Technology
177K
+ 14.62%
$58.74 - $64.87 $10.4M - $11.5M
1.39M $85.7M
UBER
Uber Technologies, Inc

Technology
157K
+ 78.24%
$63.17 - $81.49 $9.91M - $12.8M
357K $26M
GE
General Electric CO

Industrials
36.3K
+ 18.12%
$168.59 - $212.13 $6.12M - $7.7M
236K $47.3M
LNG
Cheniere Energy, Inc.

Energy
57.4K
+ 157.25%
$209.32 - $253.66 $12M - $14.6M
93.9K $21.7M
T
At&T Inc.

Communication Services
135K
+ 7.42%
$21.56 - $28.28 $2.91M - $3.82M
1.95M $55.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
163K
+ 13.63%
$56.51 - $62.98 $9.21M - $10.3M
1.36M $82.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.83K
+ 26.64%
$1187.71 - $1432.58 $6.92M - $8.35M
27.7K $39.7M
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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