Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AZEK
Azek CO Inc.

Industrials
10.3K
+ 134.23%
$39.61 - $52.0 $407K - $534K
17.9K $876K
CTRA
Coterra Energy Inc.

Energy
9.77K
+ 14.31%
$25.51 - $29.83 $249K - $292K
78.1K $2.26M
ALIT
Alight, Inc.

Technology
98.9K
+ 130.19%
$5.91 - $7.05 $584K - $697K
175K $1.04M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.9K
+ 24.2%
$21.28 - $35.62 $147K - $246K
35.4K $1.26M
FUTU
Futu Holdings LTD

Financial Services
1.36K
+ 8.23%
$75.13 - $123.56 $102K - $169K
17.9K $1.84M
MTH
Meritage Homes Corp

Consumer Cyclical
21K
+ 177.78%
$69.41 - $152.01 $1.46M - $3.2M
32.9K $2.33M
MAN
Manpower Group Inc.

Industrials
8.78K
+ 126.96%
$53.77 - $62.66 $472K - $550K
15.7K $908K
SKM
Sk Telecom CO LTD

Communication Services
23.9K
+ 1194000.0%
$20.91 - $23.05 $499K - $550K
23.9K $507K
BTU
Peabody Energy Corp

Energy
46.4K
+ 278.12%
$12.48 - $20.86 $579K - $968K
63.1K $855K
INTA
Intapp, Inc.

Technology
9.11K
+ 185.73%
$57.21 - $74.1 $521K - $675K
14K $818K
ILCB
Ishares Morningstar U.S. Equit

ETFs
6.89K
+ 86.33%
$76.17 - $85.05 $525K - $586K
14.9K $1.15M
EXEL
Exelixis, Inc.

Healthcare
5.68K
+ 7.05%
$32.38 - $39.16 $184K - $223K
86.3K $3.19M
JWN
Nordstrom Inc

Consumer Cyclical
20.4K
+ 19607.69%
$24.01 - $24.46 $490K - $499K
20.5K $501K
FFIN
First Financial Bankshares Inc

Financial Services
14.1K
+ 26.01%
$34.78 - $38.52 $490K - $543K
68.3K $2.45M
HYG
Ishares Tr

ETFs
6.27K
+ 43.04%
$78.51 - $80.11 $492K - $502K
20.8K $1.64M
ATHM
Autohome Inc.

Communication Services
16.7K
+ 83.57%
$25.21 - $31.07 $420K - $518K
36.6K $1.02M
QLYS
Qualys, Inc.

Technology
4.93K
+ 57.31%
$121.57 - $147.7 $599K - $727K
13.5K $1.7M
ISCG
Ishares Morningstar Small Cap

ETFs
12K
+ 119.76%
$44.44 - $52.05 $533K - $624K
22K $991K
NYF
Ishares New York Muni Bond ETF

ETFs
9.85K
+ 23.21%
$52.33 - $53.92 $515K - $531K
52.3K $2.75M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.06K
+ 5.66%
$42.3 - $53.69 $172K - $218K
75.7K $3.94M
ACWI
Ishares Msci Acwi ETF

ETFs
4.63K
+ 10.22%
$115.16 - $124.13 $534K - $575K
50K $5.81M
THFF
First Financial Corp

Financial Services
6.69K
+ 11.75%
$43.45 - $53.53 $291K - $358K
63.6K $3.12M
OSK
Oshkosh Corp

Industrials
5.29K
+ 44.68%
$89.56 - $116.4 $474K - $616K
17.1K $1.61M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
9.51K
+ 24.31%
$26.05 - $30.88 $248K - $294K
48.6K $1.5M
EIX
Edison International

Utilities
27.6K
+ 50.6%
$50.06 - $80.01 $1.38M - $2.21M
82.3K $4.85M
SANM
Sanmina Corp

Technology
6.17K
+ 21.48%
$73.38 - $90.52 $453K - $559K
34.9K $2.66M
SBAC
Sba Communications Corp

Real Estate
1.45K
+ 14.25%
$192.76 - $224.91 $280K - $327K
11.7K $2.56M
UFPI
Ufp Industries Inc

Basic Materials
5.84K
+ 23.29%
$103.91 - $118.67 $606K - $693K
30.9K $3.31M
RPRX
Royalty Pharma PLC

Healthcare
9.52K
+ 28.58%
$25.75 - $33.86 $245K - $322K
42.8K $1.33M
NTES
Net Ease, Inc.

Communication Services
1.34K
+ 5.33%
$87.72 - $109.14 $117K - $146K
26.4K $2.72M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
9.85K
+ 176.36%
$32.5 - $59.93 $320K - $590K
15.4K $681K
SKY
Skyline Champion Corp

Consumer Cyclical
4.13K
+ 31.24%
$85.72 - $108.14 $354K - $446K
17.3K $1.64M
JBLU
Jetblue Airways Corp

Industrials
154K
+ 178.11%
$4.82 - $8.09 $741K - $1.24M
240K $1.16M
MIR
Mirion Technologies, Inc.

Industrials
37K
+ 182.5%
$13.51 - $18.28 $501K - $677K
57.3K $831K
VFH
Vanguard Financial ETF

ETFs
3.11K
+ 4.1%
$114.07 - $127.34 $355K - $396K
78.9K $9.42M
WTS
Watts Water Technologies Inc

Industrials
2.31K
+ 26.26%
$195.28 - $224.67 $451K - $519K
11.1K $2.27M
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.94K
+ 13.1%
$45.85 - $53.59 $227K - $265K
42.7K $2.21M
ELY
Callaway Golf CO

Consumer Cyclical
25.2K
+ 152.2%
N/A
41.8K $784K
CRL
Charles River Laboratories International, Inc.

Healthcare
4.1K
+ 97.25%
$150.52 - $190.14 $617K - $779K
8.31K $1.25M
LSTR
Landstar System Inc

Industrials
3.84K
+ 79.9%
$146.63 - $177.82 $563K - $683K
8.65K $1.3M
L
Loews Corp

Financial Services
3.34K
+ 14.51%
$81.13 - $91.91 $271K - $307K
26.3K $2.42M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.9K
+ 3.33%
N/A
617K $14.6M
VLY
Valley National Bancorp

Financial Services
55K
+ 51.81%
$8.56 - $10.42 $471K - $573K
161K $1.43M
XP
Xp Inc.

Financial Services
31.1K
+ 136.93%
$11.05 - $15.69 $344K - $489K
53.9K $740K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
8.33K
+ 230.22%
$65.73 - $93.93 $547K - $782K
11.9K $793K
FBK
Fb Financial Corp

Financial Services
13.1K
+ 48.28%
$44.62 - $54.37 $586K - $714K
40.4K $1.87M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
16.6K
+ 58.58%
$23.43 - $25.55 $390K - $425K
45.1K $1.15M
KGC
Kinross Gold Corp

Basic Materials
15.4K
+ 18.86%
$9.69 - $12.61 $149K - $194K
97K $1.22M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.42K
+ 33.02%
$53.6 - $58.97 $505K - $556K
38K $2.08M
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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