Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.45K
+ 0.99%
$25.77 - $27.6 $192K - $206K
761K $20.2M
PTEN
Patterson Uti Energy Inc

Energy
71.4K
+ 52.72%
$7.15 - $9.45 $510K - $674K
207K $1.7M
CRUS
Cirrus Logic, Inc.

Technology
5.81K
+ 67.68%
$97.89 - $111.4 $569K - $647K
14.4K $1.44M
CSTM
Constellium Se

Basic Materials
60K
+ 40.78%
$9.07 - $12.27 $545K - $737K
207K $2.09M
JOBY
Joby Aviation, Inc.

Industrials
124K
+ 156.2%
$5.99 - $10.27 $744K - $1.27M
204K $1.23M
MGY
Magnolia Oil & Gas Corp

Energy
17.8K
+ 26.47%
$22.26 - $26.58 $397K - $474K
85.2K $2.15M
CCS
Century Communities, Inc.

Consumer Cyclical
9.35K
+ 115.57%
$66.87 - $78.83 $625K - $737K
17.4K $1.17M
OMF
One Main Holdings, Inc.

Financial Services
14.7K
+ 33.68%
$45.35 - $58.06 $665K - $852K
58.2K $2.85M
TENB
Tenable Holdings, Inc.

Technology
18.5K
+ 114.4%
$34.94 - $44.5 $647K - $824K
34.7K $1.21M
AMTB
Amerant Bancorp Inc.

Financial Services
28.7K
+ 242.17%
$20.14 - $23.95 $578K - $688K
40.6K $837K
IQDF
Flexshares International Quali

ETFs
10.9K
+ 6.13%
$23.0 - $25.77 $252K - $282K
190K $4.73M
BRZE
Braze, Inc.

Technology
20K
+ 76.22%
$32.44 - $47.22 $648K - $943K
46.2K $1.67M
MGV
Vanguard Mega Cap Value

ETFs
1.23K
+ 1.2%
$123.61 - $133.01 $152K - $163K
104K $13.3M
DOCS
Doximity, Inc.

Healthcare
7.52K
+ 28.41%
$49.71 - $83.14 $374K - $626K
34K $1.97M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
7.75K
+ 148.53%
$69.15 - $74.69 $536K - $579K
13K $927K
VTWO
Vanguard Russell 2000 ETF

ETFs
11.9K
+ 25.82%
$80.08 - $92.93 $951K - $1.1M
57.9K $4.67M
SCVL
Shoe Carnival Inc

Consumer Cyclical
25.3K
+ 93640.74%
$21.24 - $32.31 $537K - $817K
25.3K $556K
TM
Toyota Motor Corp

Consumer Cyclical
12.6K
+ 13.66%
$176.53 - $195.35 $2.22M - $2.46M
105K $18.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
18.8K
+ 83.99%
$28.92 - $29.24 $544K - $550K
41.2K $1.2M
DOX
Amdocs LTD

Technology
4.89K
+ 28.99%
$82.21 - $92.02 $402K - $450K
21.8K $1.99M
VRTS
Virtus Investment Partners, Inc.

Financial Services
4.42K
+ 102.86%
$167.94 - $220.1 $742K - $973K
8.72K $1.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
803
+ 0.79%
$106.22 - $111.09 $85.3K - $89.2K
102K $11.3M
MQ
Marqeta, Inc.

Technology
110K
+ 38.23%
$3.51 - $4.57 $387K - $504K
399K $1.64M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
19.4K
+ 117.63%
$30.79 - $38.48 $599K - $748K
36K $1.15M
ARCB
Arcbest Corp

Industrials
10.2K
+ 133.63%
$70.58 - $101.93 $722K - $1.04M
17.9K $1.26M
QFIN
360 Digi Tech, Inc.

Financial Services
6.87K
+ 18.73%
$36.09 - $48.12 $248K - $331K
43.5K $1.96M
MMSI
Merit Medical Systems Inc

Healthcare
2.71K
+ 9.44%
$95.64 - $110.29 $259K - $299K
31.4K $3.32M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
8.18K
+ 152.58%
$43.79 - $57.46 $358K - $470K
13.5K $774K
XLC
Select Sector Spdr Tr Communic

ETFs
5.78K
+ 11.89%
$94.84 - $105.31 $548K - $609K
54.4K $5.25M
RIG
Transocean Ltd.

Energy
232K
+ 69.35%
$2.67 - $4.28 $618K - $991K
565K $1.79M
AMWD
American Woodmark Corp

Consumer Cyclical
10.4K
+ 311.55%
$57.97 - $82.5 $600K - $854K
13.7K $804K
JBT
John Bean Technologies Corp

Industrials
4.36K
+ 59.31%
$121.81 - $131.22 $531K - $572K
11.7K $1.47M
DFS
Discover Financial Services

Financial Services
4.16K
+ 6.13%
$152.99 - $203.25 $636K - $845K
72K $12.3M
RNA
Avidity Biosciences, Inc.

Healthcare
17.8K
+ 120.27%
$27.05 - $35.11 $482K - $626K
32.7K $964K
DOCU
Docusign, Inc.

Technology
8.59K
+ 43.76%
$74.7 - $97.7 $642K - $839K
28.2K $2.3M
FNDC
Schwab Fundamental Intl Small

ETFs
5.96K
+ 3.88%
$33.34 - $37.44 $199K - $223K
159K $5.77M
IFGL
Ishares International Develope

ETFs
20.2K
+ 6.57%
$18.76 - $20.18 $378K - $407K
327K $6.45M
FV
First Trust Dorsey Wright Focu

ETFs
14.7K
+ 22.35%
$53.91 - $63.03 $793K - $927K
80.5K $4.41M
STN
Stantec Inc

Industrials
5.74K
+ 46.19%
$74.62 - $89.33 $428K - $512K
18.2K $1.5M
IRTC
I Rhythm Technologies, Inc.

Healthcare
4.46K
+ 109.41%
$89.44 - $119.44 $399K - $533K
8.54K $894K
IDYA
Ideaya Biosciences, Inc.

Healthcare
42.6K
+ 231.63%
$16.38 - $26.0 $698K - $1.11M
61K $999K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.6K
+ 11.62%
$88.0 - $115.5 $141K - $185K
15.4K $1.75M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.01K
+ 839.36%
$97.25 - $104.79 $487K - $525K
5.61K $581K
LMT
Lockheed Martin Corp

Industrials
10.7K
+ 9.86%
$423.19 - $506.29 $4.52M - $5.41M
119K $53.2M
HEI
Heico Corp

Industrials
1.27K
+ 20.96%
$219.6 - $270.85 $278K - $343K
7.3K $1.95M
PTCT
Ptc Therapeutics, Inc.

Healthcare
7.95K
+ 41.82%
$41.81 - $57.17 $333K - $455K
27K $1.37M
EA
Electronic Arts Inc.

Communication Services
3.94K
+ 12.94%
$116.53 - $146.29 $459K - $576K
34.4K $4.96M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
15K
+ 81.51%
$26.71 - $31.58 $402K - $475K
33.5K $1.02M
TPR
Tapestry, Inc.

Consumer Cyclical
5.36K
+ 20.2%
$65.63 - $89.21 $352K - $478K
31.9K $2.25M
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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