Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OLED
Universal Display Corp Pa

Technology
4K
+ 29.43%
$139.48 - $161.59 $558K - $647K
17.6K $2.46M
ASGN
Asgn Inc

Technology
9.71K
+ 132.55%
$63.02 - $93.96 $612K - $912K
17K $1.07M
VRNS
Varonis Systems Inc

Technology
13.3K
+ 67.3%
$39.16 - $46.84 $523K - $625K
33.2K $1.34M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.4K
+ 33.07%
$308.87 - $383.33 $433K - $537K
5.64K $1.84M
OBNK
Origin Bancorp, Inc.

Financial Services
14.3K
+ 38.88%
N/A
50.9K $1.64M
DIOD
Diodes Inc

Technology
14.6K
+ 156.03%
$43.17 - $65.74 $630K - $960K
24K $1.03M
JLL
Jones Lang Lasalle Inc

Real Estate
1.95K
+ 36.21%
$238.0 - $284.76 $464K - $555K
7.33K $1.82M
PBA
Pembina Pipeline Corp

Energy
5.15K
+ 6.38%
$35.13 - $40.12 $181K - $206K
85.8K $3.43M
SCCO
Southern Copper Corp

Basic Materials
3.55K
+ 6.76%
$85.92 - $101.48 $305K - $360K
56.1K $5.24M
AR
Antero Resources Corp

Energy
7.97K
+ 33.07%
$33.64 - $41.42 $268K - $330K
32.1K $1.3M
IXC
Ishares Tr Global Energy ETF

ETFs
6.79K
+ 15.94%
$38.48 - $42.16 $261K - $286K
49.4K $2.08M
X
United States Steel Corp

Basic Materials
7.19K
+ 40.74%
$30.47 - $43.0 $219K - $309K
24.8K $1.05M
EBC
Eastern Bankshares, Inc.

Financial Services
36.2K
+ 21.39%
$15.29 - $19.15 $554K - $693K
206K $3.37M
TXT
Textron Inc

Industrials
8.44K
+ 22.29%
$70.19 - $81.2 $593K - $686K
46.3K $3.35M
VSH
Vishay Intertechnology Inc

Technology
32.2K
+ 51.77%
$15.9 - $19.1 $512K - $615K
94.4K $1.5M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
19K
+ 36.17%
$21.77 - $22.56 $413K - $428K
71.5K $1.61M
CNP
Centerpoint Energy Inc

Utilities
3.16K
+ 4.3%
$30.87 - $36.25 $97.5K - $114K
76.6K $2.78M
NABL
N Able, Inc.

Technology
66.3K
+ 576.54%
$6.92 - $10.3 $459K - $683K
77.8K $551K
IMVT
Immunovant, Inc.

Healthcare
16.1K
+ 122.49%
N/A
29.2K $803K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.38K
+ 5.21%
$47.39 - $54.26 $160K - $184K
68.3K $3.55M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.56K
+ 33.28%
$56.63 - $59.39 $428K - $449K
30.3K $1.74M
CMS
Cms Energy Corp

Utilities
1.28K
+ 3.12%
$64.99 - $75.11 $82.9K - $95.8K
42.1K $3.16M
HWC
Hancock Whitney Corp

Financial Services
9.06K
+ 58.05%
$49.61 - $61.03 $450K - $553K
24.7K $1.29M
AGL
Agilon Health, Inc.

Healthcare
45.7K
+ 45.86%
$1.92 - $4.61 $87.8K - $211K
145K $629K
AM
Antero Midstream Corp

Energy
7.27K
+ 6.84%
$15.47 - $18.04 $112K - $131K
114K $2.04M
LECO
Lincoln Electric Holdings Inc

Industrials
2.2K
+ 17.17%
$180.51 - $216.81 $398K - $478K
15K $2.84M
CBRE
Cbre Group, Inc.

Real Estate
3.51K
+ 8.27%
$121.79 - $147.13 $427K - $516K
45.9K $6.01M
PSA
Public Storage

Real Estate
1.47K
+ 6.53%
$288.99 - $313.98 $426K - $463K
24K $7.2M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
7.37K
+ 6.18%
$46.26 - $47.48 $341K - $350K
127K $5.99M
RGLD
Royal Gold Inc

Basic Materials
970
+ 11.08%
$132.55 - $163.51 $129K - $159K
9.73K $1.59M
RACE
Ferrari N.V.

Consumer Cyclical
919
+ 6.6%
$413.73 - $508.15 $380K - $467K
14.8K $6.35M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
112K
+ 931.6%
$4.07 - $5.99 $458K - $674K
125K $506K
TLT
Ishares Barclays 20+ Year Trea

ETFs
688
+ 0.68%
$85.29 - $92.57 $58.7K - $63.7K
101K $9.21M
NI
Nisource Inc.

Utilities
6.24K
+ 11.35%
$35.57 - $41.23 $222K - $257K
61.2K $2.45M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.04K
+ 64.34%
$63.91 - $70.19 $386K - $424K
15.4K $1.04M
TME
Tencent Music Entertainment Group

Communication Services
12.7K
+ 15.7%
$10.28 - $15.09 $131K - $192K
93.9K $1.35M
NCR
Ncr Corp

Technology
27.4K
+ 51.72%
N/A
80.4K $1.27M
EXR
Extra Space Storage Inc.

Real Estate
3.02K
+ 19.19%
$143.8 - $161.28 $434K - $487K
18.8K $2.79M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
42K
+ 38.76%
$10.61 - $16.49 $446K - $692K
150K $1.87M
ALG
Alamo Group Inc

Industrials
2.52K
+ 110.03%
$172.9 - $190.49 $436K - $480K
4.81K $857K
BWMN
Bowman Consulting Group Ltd.

Industrials
19.7K
+ 29909.09%
$18.39 - $26.53 $363K - $524K
19.8K $432K
FUL
Fuller H B CO

Basic Materials
10K
+ 85.45%
$52.88 - $64.28 $530K - $644K
21.7K $1.22M
BROS
Dutch Bros Inc.

Consumer Cyclical
5.23K
+ 46.81%
$55.77 - $85.37 $291K - $446K
16.4K $1.01M
HROW
Harrow Health, Inc.

Healthcare
19.1K
+ 161.43%
$22.22 - $36.67 $425K - $701K
31K $823K
TEX
Terex Corp

Industrials
14.4K
+ 104.65%
$37.65 - $48.97 $541K - $703K
28.1K $1.06M
YORW
York Water CO

Utilities
12.1K
+ 824.62%
$30.03 - $35.0 $363K - $423K
13.6K $470K
LEN
Lennar Corp

Consumer Cyclical
7.67K
+ 36.14%
$113.93 - $141.54 $874K - $1.09M
28.9K $3.32M
TRU
Trans Union

Industrials
6.28K
+ 60.49%
$80.45 - $100.25 $505K - $630K
16.7K $1.38M
KWR
Quaker Chemical Corp

Basic Materials
3.78K
+ 136.3%
$123.61 - $145.39 $467K - $550K
6.56K $810K
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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