Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAYC
Paycom Software, Inc.

Technology
1.43K
+ 18.5%
$199.42 - $225.82 $285K - $323K
9.17K $2M
CHD
Church & Dwight CO Inc

Consumer Defensive
921
+ 1.58%
$101.42 - $113.2 $93.4K - $104K
59.3K $6.53M
KEYS
Keysight Technologies, Inc.

Technology
4.43K
+ 19.41%
$148.16 - $185.11 $656K - $819K
27.2K $4.08M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
7.49K
+ 24.62%
$58.09 - $67.05 $435K - $502K
37.9K $2.28M
MYE
Myers Industries Inc

Consumer Cyclical
33.7K
+ 293.06%
$9.74 - $13.12 $328K - $442K
45.1K $538K
CBSH
Commerce Bancshares Inc

Financial Services
6.92K
+ 2.74%
$58.85 - $68.59 $407K - $474K
259K $16.1M
FHN
First Horizon Corp

Financial Services
24.1K
+ 29.17%
$17.7 - $22.43 $427K - $542K
107K $2.08M
LEA
Lear Corp

Consumer Cyclical
5.31K
+ 59.05%
$87.96 - $99.36 $467K - $527K
14.3K $1.26M
CHE
Chemed Corp

Healthcare
324
+ 13.11%
$521.84 - $615.32 $169K - $199K
2.8K $1.72M
MPW
Medical Properties Trust Inc

Real Estate
11.1K
+ 6.82%
$3.83 - $6.21 $42.7K - $69.2K
175K $1.05M
PFFV
Global X Variable Rate Preferr

Technology
16.4K
+ 8.12%
$23.51 - $24.14 $385K - $395K
218K $5.16M
PR
Permian Resources Corporation

Energy
32K
+ 44.37%
$12.33 - $16.0 $395K - $512K
104K $1.44M
ESNT
Essent Group Ltd.

Financial Services
6.44K
+ 62.66%
$53.6 - $59.25 $345K - $381K
16.7K $964K
BLD
Top Build Corp

Industrials
1.5K
+ 17.64%
$295.17 - $354.82 $442K - $531K
9.98K $3.04M
WDFC
Wd 40 CO

Basic Materials
1.62K
+ 33.37%
$226.67 - $250.92 $367K - $406K
6.46K $1.58M
FICO
Fair Isaac Corp

Technology
581
+ 12.71%
$1695.35 - $2030.47 $985K - $1.18M
5.15K $9.5M
VNT
Vontier Corp

Technology
14.4K
+ 70.43%
$32.1 - $40.32 $463K - $582K
34.9K $1.15M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
10.7K
+ 27.49%
$24.1 - $27.73 $257K - $295K
49.4K $1.34M
AMED
Amedisys Inc

Healthcare
4.13K
+ 45.13%
$90.44 - $92.9 $373K - $383K
13.3K $1.23M
EGP
Eastgroup Properties Inc

Real Estate
1.93K
+ 52.67%
$155.63 - $187.46 $301K - $362K
5.6K $986K
PD
Pager Duty, Inc.

Technology
21.8K
+ 7733.69%
$15.61 - $19.68 $340K - $429K
22.1K $403K
GHC
Graham Holdings CO

Consumer Defensive
91
+ 2.61%
$854.34 - $983.77 $77.7K - $89.5K
3.58K $3.44M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.44K
+ 21.18%
$159.75 - $208.61 $231K - $301K
8.26K $1.68M
IBOC
International Bancshares Corp

Financial Services
6.31K
+ 99.28%
$60.62 - $67.91 $382K - $428K
12.7K $798K
HLI
Houlihan Lokey, Inc.

Financial Services
2.81K
+ 60.36%
$154.43 - $187.4 $433K - $526K
7.46K $1.2M
VSEC
Vse Corp

Industrials
3.28K
+ 19294.12%
$90.47 - $125.62 $297K - $412K
3.3K $395K
SAIC
Science Applications International Corp

Technology
3.39K
+ 13.82%
$95.77 - $119.82 $325K - $406K
27.9K $3.14M
ANSS
Ansys Inc

Technology
1.91K
+ 18.75%
$316.56 - $360.36 $604K - $688K
12.1K $3.83M
TRS
Trimas Corp

Consumer Cyclical
18.1K
+ 65.56%
$20.49 - $25.42 $371K - $461K
45.8K $1.07M
IFRA
Ishares Tr

ETFs
20.2K
+ 4.74%
$44.8 - $49.25 $907K - $997K
448K $20.2M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
9.75K
+ 87.47%
$42.69 - $52.91 $416K - $516K
20.9K $905K
SHOP
Shopify Inc.

Technology
37.9K
+ 12.74%
$90.59 - $129.31 $3.43M - $4.9M
335K $32M
ALGM
Allegro Microsystems, Inc.

Technology
14.1K
+ 130.9%
$21.77 - $28.31 $306K - $398K
24.8K $623K
ROL
Rollins Inc

Consumer Cyclical
4.23K
+ 20.3%
$45.65 - $54.03 $193K - $229K
25.1K $1.35M
CCK
Crown Holdings Inc

Consumer Cyclical
888
+ 1.89%
$78.77 - $91.74 $69.9K - $81.5K
47.8K $4.26M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.05K
+ 28.83%
$210.19 - $243.33 $641K - $742K
13.6K $2.88M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.17K
+ 13.34%
$192.82 - $222.1 $1.19M - $1.37M
52.4K $10.1M
CIB
Bancolombia Sa

Financial Services
5.05K
+ 24.36%
$31.99 - $44.29 $162K - $224K
25.8K $1.04M
CMPR
Cimpress PLC

Communication Services
12.1K
+ 195.94%
$41.88 - $74.85 $505K - $903K
18.2K $824K
AKRO
Akero Therapeutics, Inc.

Healthcare
5.19K
+ 38.45%
$21.87 - $57.56 $114K - $299K
18.7K $756K
PCOR
Procore Technologies, Inc.

Technology
6.41K
+ 134.71%
$65.21 - $88.33 $418K - $566K
11.2K $737K
ITA
Ishares Tr

ETFs
783
+ 2.34%
$144.84 - $159.5 $113K - $125K
34.3K $5.25M
CRVL
Corvel Corp

Financial Services
3.34K
+ 48.18%
$103.48 - $128.46 $346K - $429K
10.3K $1.15M
XPEV
Xpeng Inc.

Consumer Cyclical
272
+ 0.65%
$11.55 - $26.34 $3.14K - $7.16K
42.2K $874K
AER
Aer Cap Holdings N.V.

Industrials
1.87K
+ 6.41%
$94.11 - $105.78 $176K - $197K
31K $3.17M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
33.6K
+ 95.84%
$11.17 - $11.61 $376K - $391K
68.7K $772K
PDFS
Pdf Solutions Inc

Technology
24.6K
+ 204.45%
$19.11 - $29.12 $470K - $716K
36.6K $699K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7K
+ 15.32%
$45.56 - $47.23 $319K - $330K
52.6K $2.48M
UI
Ubiquiti Inc.

Technology
1.42K
+ 45.37%
$300.93 - $431.11 $428K - $613K
4.56K $1.41M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email