Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
7.14K
+ 15.2%
$161.13 - $209.29 $1.15M - $1.5M
54.1K $8.96M
FNDE
Schwab Fundamental Emerging Mk

ETFs
13.7K
+ 9.88%
$28.11 - $32.0 $386K - $440K
153K $4.71M
TALO
Talos Energy Inc.

Energy
68.5K
+ 240.36%
$8.21 - $11.01 $563K - $755K
97.1K $943K
AVSF
American Centy ETF Tr Avantis

ETFs
9.81K
+ 2.86%
$45.96 - $46.74 $451K - $459K
353K $16.5M
HTHT
Huazhu Group LTD

Consumer Cyclical
15.1K
+ 59.08%
$30.39 - $38.48 $459K - $581K
40.7K $1.51M
FNV
Franco Nevada Corp

Basic Materials
590
+ 4.18%
$120.72 - $157.56 $71.2K - $93K
14.7K $2.32M
PHI
Pldt Inc.

Communication Services
31K
+ 36.89%
$21.87 - $25.01 $678K - $776K
115K $2.52M
DFAX
Dimensional ETF Tr
4.21K
+ 1.04%
$24.45 - $27.2 $103K - $115K
410K $10.7M
E
Eni Spa

Energy
13.4K
+ 20.16%
$27.51 - $31.47 $369K - $422K
80K $2.47M
VECO
Veeco Instruments Inc

Technology
42.5K
+ 141.41%
$20.08 - $28.72 $854K - $1.22M
72.6K $1.46M
OI
O I Glass, Inc.

Consumer Cyclical
55.1K
+ 192.28%
$10.17 - $12.26 $560K - $675K
83.7K $959K
SRLN
Ssga Active Trust

ETFs
24.3K
+ 4.16%
$41.02 - $41.99 $997K - $1.02M
608K $25M
MGC
Vanguard Mega Cap ETF

ETFs
7.25K
+ 10.06%
$199.2 - $222.69 $1.44M - $1.61M
79.4K $16M
PAGS
Pag Seguro Digital Ltd.

Technology
76.2K
+ 165.31%
$6.27 - $8.52 $478K - $649K
122K $933K
MWA
Mueller Water Products, Inc.

Industrials
20.9K
+ 54.58%
$21.65 - $28.24 $453K - $591K
59.3K $1.51M
NFG
National Fuel Gas CO

Energy
901
+ 2.92%
$60.71 - $79.19 $54.7K - $71.4K
31.7K $2.51M
KFRC
Kforce Inc

Industrials
14.2K
+ 206.88%
$48.42 - $56.93 $687K - $808K
21K $1.03M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
8.45K
+ 14.8%
$108.02 - $120.45 $913K - $1.02M
65.6K $7.22M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12.3K
+ 23.96%
$25.2 - $68.74 $310K - $845K
63.6K $1.88M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.75K
+ 7.05%
$73.71 - $87.55 $203K - $241K
41.8K $3.64M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
22.2K
+ 4.65%
$26.64 - $27.14 $591K - $602K
500K $13.4M
TNC
Tennant CO

Industrials
8.01K
+ 208.87%
$79.73 - $89.16 $638K - $714K
11.8K $944K
CSL
Carlisle Companies Inc

Industrials
2.35K
+ 38.67%
$326.43 - $408.24 $768K - $961K
8.44K $2.87M
NBR
Nabors Industries LTD

Energy
16.8K
+ 356.65%
$37.04 - $68.1 $623K - $1.15M
21.5K $898K
BEKE
Ke Holdings Inc.

Real Estate
27.4K
+ 56.34%
$16.38 - $25.09 $449K - $687K
76K $1.53M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
26.8K
+ 81345.45%
$23.34 - $30.17 $627K - $810K
26.9K $627K
EXLS
Exl Service Holdings, Inc.

Technology
10.1K
+ 19.45%
$44.13 - $51.8 $446K - $524K
62.1K $2.93M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
14K
+ 27.03%
$40.79 - $42.32 $570K - $592K
65.7K $2.76M
CHK
Chesapeake Energy Corp

Energy
7.27K
+ 25.88%
N/A
35.4K $3.03M
PFG
Principal Financial Group Inc

Financial Services
3.4K
+ 7.02%
$76.34 - $89.04 $259K - $302K
51.8K $4.37M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
17K
+ 56.4%
$24.11 - $28.41 $410K - $483K
47.1K $1.34M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
10.2K
+ 27.96%
$43.6 - $49.84 $445K - $509K
46.7K $2.22M
HURN
Huron Consulting Group Inc.

Industrials
3.85K
+ 108.46%
$121.09 - $152.46 $466K - $587K
7.39K $1.06M
AROC
Archrock, Inc.

Energy
21.8K
+ 62.13%
$22.72 - $30.34 $495K - $661K
56.8K $1.49M
CNOB
Connect One Bancorp, Inc.

Financial Services
22.6K
+ 48.03%
$21.51 - $27.55 $486K - $622K
69.6K $1.69M
MOH
Molina Healthcare, Inc.

Healthcare
494
+ 4.19%
$266.57 - $333.27 $132K - $165K
12.3K $4.04M
VRT
Vertiv Holdings CO

Industrials
7.06K
+ 14.43%
N/A
56K $4.85M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
28.5K
+ 70.02%
$20.1 - $20.8 $572K - $592K
69.1K $1.43M
NTNX
Nutanix, Inc.

Technology
6.99K
+ 51.08%
$61.28 - $77.44 $428K - $541K
20.7K $1.44M
ABC
Amerisourcebergen Corp

Healthcare
3.25K
+ 10.2%
N/A
35.1K $6.5M
PLMR
Palomar Holdings, Inc.

Financial Services
3.44K
+ 84.93%
$101.51 - $137.08 $349K - $471K
7.49K $1.03M
CAR
Avis Budget Group, Inc.

Industrials
8.95K
+ 48.97%
$55.49 - $96.5 $497K - $864K
27.2K $2.07M
PTGX
Protagonist Therapeutics, Inc

Healthcare
10.9K
+ 168.81%
$35.09 - $59.76 $382K - $650K
17.3K $838K
AXS
Axis Capital Holdings LTD

Financial Services
4.93K
+ 60.59%
$85.54 - $100.24 $422K - $495K
13.1K $1.31M
WMS
Advanced Drainage Systems, Inc.

Industrials
6.17K
+ 51.73%
$105.29 - $126.99 $649K - $783K
18.1K $1.97M
HLN
Haleon PLC

Healthcare
31.6K
+ 8.8%
$9.02 - $10.67 $285K - $337K
391K $4.02M
LYV
Live Nation Entertainment, Inc.

Communication Services
4.24K
+ 13.95%
$115.79 - $154.66 $491K - $656K
34.7K $4.53M
BGNE
Bei Gene, Ltd.

Healthcare
2.41K
+ 267.11%
$175.1 - $226.71 $422K - $547K
3.32K $751K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
20.1K
+ 154723.08%
$26.24 - $38.48 $528K - $774K
20.1K $583K
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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