Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
1.31K
+ 11.19%
$334.89 - $384.77 $440K - $505K
13K $4.81M
VIAV
Viavi Solutions Inc.

Technology
54.4K
+ 34.47%
$9.71 - $12.8 $528K - $696K
212K $2.37M
TDY
Teledyne Technologies Inc

Technology
1.26K
+ 27.79%
$455.51 - $518.84 $574K - $654K
5.8K $2.89M
ITT
Itt Inc.

Industrials
7.62K
+ 50.82%
$128.71 - $153.88 $981K - $1.17M
22.6K $2.92M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.5K
+ 6.09%
$47.59 - $48.35 $640K - $651K
235K $11.3M
WTM
White Mountains Insurance Group LTD

Financial Services
427
+ 18.87%
$1818.58 - $1983.07 $777K - $847K
2.69K $5.18M
PLUS
Eplus Inc

Technology
12.6K
+ 74352.94%
$61.03 - $82.23 $771K - $1.04M
12.7K $772K
KHC
Kraft Heinz CO

Consumer Defensive
26.2K
+ 23.41%
$28.51 - $32.22 $748K - $845K
138K $4.21M
ALKS
Alkermes Plc.

Healthcare
14K
+ 19.61%
$28.08 - $36.0 $393K - $504K
85.5K $2.82M
LRN
Stride, Inc.

Consumer Defensive
4.32K
+ 44.58%
$106.34 - $142.28 $459K - $614K
14K $1.77M
BCC
Boise Cascade CO

Basic Materials
9.6K
+ 109.39%
$96.38 - $129.12 $926K - $1.24M
18.4K $1.8M
ICL
Icl Group Ltd.

Basic Materials
76.5K
+ 17.72%
$4.96 - $6.45 $380K - $494K
508K $2.89M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.01K
+ 31.37%
$431.31 - $539.1 $434K - $542K
4.21K $2.19M
HMC
Honda Motor CO LTD

Consumer Cyclical
33.1K
+ 32.91%
$26.9 - $30.41 $890K - $1.01M
134K $3.63M
LFUS
Littelfuse Inc

Technology
4.35K
+ 160.03%
$196.74 - $255.16 $855K - $1.11M
7.07K $1.39M
ISRG
Intuitive Surgical Inc

Healthcare
6.42K
+ 7.05%
$476.63 - $610.45 $3.06M - $3.92M
97.5K $48.3M
NOVT
Novanta Inc

Technology
4.74K
+ 50.36%
N/A
14.1K $2.23M
RDVY
First Trust Rising Dividend Ac

ETFs
12.7K
+ 193.45%
$57.22 - $63.39 $729K - $807K
19.3K $1.13M
STNE
Stone Co Ltd.

Technology
57.3K
+ 103.63%
$7.85 - $11.45 $450K - $656K
113K $1.18M
IXJ
Ishares Global Healthcare ETF

ETFs
6.01K
+ 16.58%
$86.01 - $94.19 $517K - $566K
42.3K $3.85M
ZION
Zions Bancorporation, National Association

Financial Services
16.5K
+ 87.14%
$47.0 - $59.03 $773K - $971K
35.3K $1.76M
DG
Dollar General Corp

Consumer Defensive
1.1K
+ 2.11%
$68.44 - $87.93 $75.5K - $97K
53.4K $4.7M
HRB
H&R Block Inc

Consumer Cyclical
10.6K
+ 14.85%
$49.96 - $55.97 $529K - $592K
81.8K $4.49M
GM
General Motors CO

Consumer Cyclical
40.6K
+ 21.39%
$45.22 - $54.92 $1.83M - $2.23M
230K $10.8M
TTE
Total Energies Se

Energy
10.5K
+ 5.94%
N/A
188K $12.9M
SSB
South State Corp

Financial Services
9.55K
+ 38.38%
$89.4 - $108.33 $854K - $1.03M
34.4K $3.2M
CWST
Casella Waste Systems Inc

Industrials
5.23K
+ 22.11%
$104.2 - $115.86 $545K - $606K
28.9K $3.22M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
73.5K
+ 271.5%
$10.98 - $17.34 $807K - $1.27M
101K $1.17M
ES
Eversource Energy

Utilities
4.73K
+ 5.23%
$55.63 - $63.8 $263K - $302K
95.1K $5.91M
SPSC
Sps Commerce Inc

Technology
8.57K
+ 104.54%
$123.05 - $197.4 $1.05M - $1.69M
16.8K $2.22M
EFSC
Enterprise Financial Services Corp

Financial Services
15.3K
+ 36.74%
$53.74 - $61.95 $824K - $950K
57.1K $3.07M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
32.6K
+ 35.12%
$19.55 - $20.33 $637K - $662K
125K $2.55M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
38K
+ 148.79%
$18.18 - $18.58 $691K - $706K
63.6K $1.18M
ESE
Esco Technologies Inc

Technology
1.9K
+ 12.24%
$128.92 - $169.65 $245K - $322K
17.4K $2.77M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
14.5K
+ 23.43%
$42.18 - $45.16 $611K - $655K
76.4K $3.38M
IMO
Imperial Oil LTD

Energy
3.14K
+ 7.08%
$62.41 - $73.34 $196K - $230K
47.5K $3.44M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
12.2K
+ 137.8%
$53.35 - $58.68 $652K - $717K
21.1K $1.18M
VC
Visteon Corp

Consumer Cyclical
10.4K
+ 104.43%
$77.62 - $90.68 $807K - $943K
20.4K $1.58M
PPL
Ppl Corp

Utilities
6.91K
+ 5.68%
$31.68 - $36.11 $219K - $250K
129K $4.65M
WBD
Warner Bros. Discovery, Inc.

Communication Services
60.2K
+ 15.6%
$9.47 - $11.46 $570K - $689K
446K $4.78M
ACLX
Arcellx, Inc.

Healthcare
11.2K
+ 267.64%
$60.26 - $79.13 $676K - $888K
15.4K $1.01M
CYBR
Cyber Ark Software Ltd.

Technology
1.84K
+ 13.84%
$312.8 - $414.31 $576K - $763K
15.1K $5.12M
RXO
Rxo, Inc.
41.7K
+ 180.88%
$17.65 - $26.81 $735K - $1.12M
64.7K $1.24M
THG
Hanover Insurance Group, Inc.

Financial Services
2.43K
+ 17.86%
$147.13 - $174.61 $357K - $424K
16K $2.79M
SNEX
Stone X Group Inc.

Financial Services
10.6K
+ 178.34%
$76.12 - $126.89 $805K - $1.34M
16.5K $1.26M
CGNX
Cognex Corp

Technology
25.9K
+ 160.97%
$29.83 - $41.02 $772K - $1.06M
41.9K $1.25M
HMY
Harmony Gold Mining CO LTD

Basic Materials
7.97K
+ 9.4%
$8.25 - $14.77 $65.7K - $118K
92.8K $1.37M
TSCO
Tractor Supply CO

Consumer Cyclical
6.17K
+ 3.76%
$51.66 - $57.94 $319K - $357K
170K $9.37M
IQV
Iqvia Holdings Inc.

Healthcare
6.61K
+ 26.97%
$176.3 - $209.96 $1.16M - $1.39M
31.1K $5.48M
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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