Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.44K
+ 18.77%
$167.22 - $212.42 $574K - $730K
21.7K $4.3M
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.96K
+ 13.99%
$33.89 - $46.39 $168K - $230K
40.4K $1.87M
OLED
Universal Display Corp Pa

Technology
2.24K
+ 12.72%
$106.6 - $161.02 $239K - $361K
19.8K $3.07M
QTWO
Q2 Holdings, Inc.

Technology
2.2K
+ 7.42%
$68.72 - $95.27 $151K - $210K
31.9K $2.98M
D
Dominion Energy, Inc

Utilities
8.58K
+ 3.1%
$49.66 - $58.0 $426K - $498K
285K $16.1M
DUOL
Duolingo, Inc.

Technology
846
+ 32.44%
$292.88 - $540.68 $248K - $457K
3.45K $1.42M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20.9K
+ 28.29%
$32.56 - $35.71 $681K - $747K
94.8K $3.13M
BGNE
Bei Gene, Ltd.

Healthcare
2.67K
+ 80.42%
N/A
5.98K $1.36M
DGICA
Donegal Group Inc

Financial Services
27.8K
+ 22.5%
$17.85 - $20.86 $495K - $579K
151K $3.03M
RIOT
Riot Blockchain, Inc.

Technology
25.1K
+ 32.88%
$6.29 - $11.3 $158K - $284K
102K $1.15M
GIB
Cgi Inc

Technology
4.85K
+ 25.56%
$96.47 - $109.59 $467K - $531K
23.8K $2.5M
XLU
Utilities Sector Spdr

ETFs
4.03K
+ 4.17%
$73.09 - $82.77 $295K - $334K
101K $8.22M
OSIS
Osi Systems Inc

Technology
1.94K
+ 36.0%
$174.22 - $239.05 $338K - $464K
7.33K $1.65M
RCI
Rogers Communications Inc

Communication Services
13.7K
+ 20.85%
$23.54 - $29.66 $322K - $406K
79.3K $2.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
24.3K
+ 5.99%
$22.68 - $23.28 $550K - $565K
429K $9.98M
AMBA
Ambarella Inc

Technology
5.09K
+ 30.85%
$40.3 - $69.3 $205K - $352K
21.6K $1.42M
AVES
American Centy ETF Tr Avantis

ETFs
5.56K
+ 11.97%
$42.02 - $53.63 $233K - $298K
52K $2.78M
NBIX
Neurocrine Biosciences Inc

Healthcare
3.42K
+ 31.62%
$87.54 - $128.18 $300K - $439K
14.2K $1.79M
CIVI
Civitas Resources, Inc.

Energy
27.2K
+ 129.17%
$24.28 - $35.09 $660K - $954K
48.2K $1.33M
FE
Firstenergy Corp

Utilities
14.9K
+ 30.23%
$38.31 - $43.17 $571K - $643K
64.2K $2.58M
AKBA
Akebia Therapeutics, Inc.

Healthcare
53.7K
+ 23.36%
$1.55 - $3.97 $83.2K - $213K
283K $1.03M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.99K
+ 30.39%
$210.85 - $245.99 $419K - $489K
8.53K $2.04M
IBKR
Interactive Brokers Group, Inc.

Financial Services
30.7K
+ 304.2%
$50.53 - $212.53 $1.55M - $6.54M
40.9K $2.26M
AVIG
American Centy ETF Tr Avantis

ETFs
11.7K
+ 2.6%
$40.41 - $41.62 $471K - $485K
460K $19.1M
SKX
Skechers Usa Inc

Consumer Cyclical
8.4K
+ 94.25%
$45.48 - $63.1 $382K - $530K
17.3K $1.09M
NWSA
News Corp

Communication Services
15.6K
+ 31.55%
$23.97 - $29.72 $373K - $463K
64.9K $1.93M
XLB
Select Sector Spdr Fd Material

ETFs
5.97K
+ 17.56%
$74.27 - $88.92 $443K - $531K
39.9K $3.51M
BC
Brunswick Corp

Consumer Cyclical
10.3K
+ 95.49%
$41.93 - $58.37 $432K - $601K
21.1K $1.16M
CIEN
Ciena Corp

Technology
1.95K
+ 9.73%
$53.5 - $83.89 $105K - $164K
22K $1.79M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.14K
+ 46.29%
$97.32 - $136.25 $305K - $427K
9.91K $1.26M
AIQ
Global X Funds Global X Artifi

ETFs
8.03K
+ 25.79%
$31.5 - $43.69 $253K - $351K
39.2K $1.71M
FIVE
Five Below, Inc

Consumer Cyclical
1.06K
+ 13.56%
$55.75 - $131.18 $59K - $139K
8.86K $1.16M
STE
Steris PLC

Healthcare
1.47K
+ 8.89%
$208.55 - $252.55 $307K - $372K
18K $4.33M
PINS
Pinterest, Inc.

Communication Services
5.31K
+ 6.67%
$24.21 - $35.95 $128K - $191K
84.9K $3.04M
BEN
Franklin Resources Inc

Financial Services
15.1K
+ 32.1%
$16.66 - $23.85 $251K - $360K
62.1K $1.48M
INCY
Incyte Corp

Healthcare
5.36K
+ 19.34%
$55.17 - $71.22 $296K - $382K
33.1K $2.25M
RLI
Rli Corp

Financial Services
11.8K
+ 34.38%
$71.27 - $80.82 $843K - $956K
46.2K $3.34M
FCN
Fti Consulting, Inc

Industrials
3.65K
+ 59.54%
$152.87 - $168.51 $558K - $616K
9.79K $1.58M
BTU
Peabody Energy Corp

Energy
43.2K
+ 68.43%
$10.31 - $15.28 $445K - $660K
106K $1.43M
O
Realty Income Corp

Real Estate
11.8K
+ 4.21%
$52.27 - $58.52 $617K - $691K
292K $16.8M
MSBI
Midland States Bancorp, Inc.

Financial Services
32.3K
+ 155.71%
$15.14 - $18.77 $489K - $607K
53.1K $919K
FIZZ
National Beverage Corp

Consumer Defensive
12.8K
+ 252.76%
$41.45 - $46.54 $530K - $595K
17.8K $771K
ITUB
Itau Unibanco Holding S.A.

Financial Services
63.9K
+ 65.27%
$5.24 - $6.81 $335K - $435K
162K $1.1M
RPRX
Royalty Pharma PLC

Healthcare
9.72K
+ 22.69%
$30.85 - $36.14 $300K - $351K
52.6K $1.89M
MRTN
Marten Transport LTD

Industrials
46.6K
+ 74.86%
$12.69 - $13.95 $591K - $650K
109K $1.41M
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.56K
+ 32.66%
$98.58 - $123.6 $351K - $440K
14.5K $1.79M
XP
Xp Inc.

Financial Services
10.4K
+ 19.31%
$12.69 - $20.62 $132K - $215K
64.3K $1.3M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.26K
+ 5.33%
$58.13 - $69.92 $190K - $228K
64.4K $4.5M
H
Hyatt Hotels Corp

Consumer Cyclical
3.25K
+ 54.63%
$104.22 - $139.65 $339K - $454K
9.2K $1.28M
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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