Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RGTI
Rigetti Computing, Inc.

Technology
27.7K
+ 48.34%
$7.5 - $14.29 $208K - $396K
85.1K $1.01M
FFIN
First Financial Bankshares Inc

Financial Services
15.3K
+ 22.36%
$31.3 - $37.48 $478K - $572K
83.5K $3.01M
AI
C3.Ai, Inc.

Technology
11.9K
+ 16.19%
$18.24 - $27.8 $217K - $331K
85.4K $2.1M
BWA
Borgwarner Inc

Consumer Cyclical
12.9K
+ 53.0%
$24.84 - $33.92 $319K - $436K
37.1K $1.24M
EFSC
Enterprise Financial Services Corp

Financial Services
8.5K
+ 14.88%
$46.2 - $55.78 $393K - $474K
65.6K $3.61M
INDI
Indie Semiconductor, Inc.

Technology
114K
+ 125.36%
$1.6 - $3.84 $183K - $438K
205K $730K
TFSL
Tfs Financial Corp

Financial Services
40.6K
+ 117.73%
$11.62 - $13.54 $472K - $550K
75.1K $972K
SEB
Seaboard Corp

Industrials
146
+ 19.39%
$2459.69 - $2911.09 $359K - $425K
899 $2.57M
KD
Kyndryl Holdings, Inc.

Technology
199
+ 0.39%
$27.77 - $41.96 $5.53K - $8.35K
50.7K $2.13M
SLV
I Shares Silver Trust

ETFs
6.23K
+ 3.38%
$27.08 - $33.74 $169K - $210K
191K $6.26M
NICE
Nice Ltd.

Technology
2.58K
+ 36.47%
$141.3 - $178.32 $364K - $460K
9.64K $1.63M
EVH
Evolent Health, Inc.

Healthcare
35.9K
+ 47.84%
$7.21 - $11.26 $259K - $404K
111K $1.25M
JACK
Jack In The Box Inc

Consumer Cyclical
36.3K
+ 358.2%
$16.83 - $28.8 $611K - $1.04M
46.4K $810K
AOA
Ishares Tr Core Aggressive All

ETFs
5.29K
+ 39.14%
$69.46 - $83.4 $367K - $441K
18.8K $1.57M
WBS
Webster Financial Corp

Financial Services
6.55K
+ 11.4%
$41.76 - $54.91 $274K - $360K
64K $3.5M
ADUS
Addus Home Care Corp

Healthcare
4.22K
+ 150.86%
$96.32 - $118.0 $407K - $498K
7.02K $809K
HTBK
Heritage Commerce Corp

Financial Services
48.1K
+ 38.54%
$8.25 - $9.93 $397K - $478K
173K $1.72M
FORM
Formfactor Inc

Technology
11.7K
+ 58.06%
$23.18 - $35.26 $272K - $414K
31.9K $1.1M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.69K
+ 65.99%
$162.65 - $188.71 $437K - $507K
6.76K $1.28M
FLGT
Fulgent Genetics, Inc.

Healthcare
23.8K
+ 146.21%
$16.86 - $21.81 $401K - $518K
40K $795K
NCR
Ncr Corp

Technology
33K
+ 41.03%
N/A
113K $1.79M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2.58K
+ 3.78%
$46.22 - $57.51 $119K - $149K
70.9K $4.07M
GUNR
Flexshares Tr Morningstar Glob

ETFs
12.3K
+ 62.09%
$33.77 - $41.16 $416K - $507K
32.1K $1.29M
PAGS
Pag Seguro Digital Ltd.

Technology
28.4K
+ 23.19%
$7.61 - $10.03 $216K - $284K
151K $1.45M
ADPT
Adaptive Biotechnologies Corp

Healthcare
27.5K
+ 59.76%
$6.83 - $12.16 $188K - $335K
73.6K $857K
UVSP
Univest Financial Corp

Financial Services
13.9K
+ 24.38%
$25.3 - $31.35 $353K - $437K
71.1K $2.14M
CARG
Car Gurus, Inc.

Communication Services
9.92K
+ 23.91%
$25.19 - $33.64 $250K - $334K
51.4K $1.72M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
8.74K
+ 78.38%
$47.3 - $55.4 $413K - $484K
19.9K $1.09M
PLXS
Plexus Corp

Technology
2.83K
+ 16.36%
$110.95 - $136.15 $314K - $386K
20.1K $2.73M
KMI
Kinder Morgan, Inc.

Energy
1.68K
+ 0.32%
$25.21 - $29.4 $42.5K - $49.5K
526K $15.5M
SCI
Service Corp International

Consumer Cyclical
5.84K
+ 26.8%
$73.58 - $81.65 $430K - $477K
27.6K $2.25M
PEGA
Pegasystems Inc

Technology
11K
+ 170.45%
$49.95 - $103.29 $552K - $1.14M
17.5K $948K
RL
Ralph Lauren Corp

Consumer Cyclical
1.19K
+ 36.92%
$182.34 - $286.22 $216K - $339K
4.4K $1.21M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.31K
+ 13.91%
$63.06 - $78.98 $209K - $261K
27.1K $2.14M
NOVT
Novanta Inc

Technology
3.15K
+ 22.23%
N/A
17.3K $2.73M
MNDY
Monday.Com Ltd.

Technology
672
+ 16.79%
$217.77 - $314.48 $146K - $211K
4.67K $1.47M
GKOS
Glaukos Corp

Healthcare
4.11K
+ 28.78%
$82.27 - $103.29 $338K - $424K
18.4K $1.9M
FNB
Fnb Corp

Financial Services
27.1K
+ 31.84%
$11.48 - $14.58 $311K - $395K
112K $1.64M
FLS
Flowserve Corp

Industrials
8.78K
+ 99.75%
$39.49 - $53.64 $347K - $471K
17.6K $920K
PK
Park Hotels & Resorts Inc.

Real Estate
49.1K
+ 214.61%
$8.85 - $11.18 $434K - $549K
71.9K $735K
RNR
Renaissancere Holdings LTD

Financial Services
1.99K
+ 87.71%
$220.37 - $253.95 $439K - $506K
4.26K $1.04M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
6.28K
+ 19.84%
$14.29 - $26.02 $89.7K - $163K
37.9K $945K
FTI
Technip Fmc PLC

Energy
12.2K
+ 50.47%
$23.18 - $35.33 $284K - $432K
36.5K $1.26M
GEF
Greif, Inc

Consumer Cyclical
6.41K
+ 92.44%
$49.01 - $66.46 $314K - $426K
13.3K $866K
GDV
Gabelli Dividend & Income Trust

Financial Services
17.2K
+ 88.3%
$21.11 - $26.01 $364K - $448K
36.7K $955K
HTLD
Heartland Express Inc

Industrials
57.1K
+ 274.07%
$7.37 - $9.3 $421K - $531K
77.9K $673K
FSV
First Service Corp

Real Estate
2.32K
+ 26.7%
$158.93 - $179.74 $369K - $417K
11K $1.92M
FOR
Forestar Group Inc.

Real Estate
24.5K
+ 232.83%
$18.45 - $21.41 $453K - $525K
35.1K $701K
OGN
Organon & Co.

Healthcare
97.4K
+ 109.24%
$8.04 - $14.72 $783K - $1.43M
187K $1.81M
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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