Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HLX
Helix Energy Solutions Group Inc

Energy
45.9K
+ 362.11%
$7.76 - $9.68 $356K - $444K
58.5K $486K
BC
Brunswick Corp

Consumer Cyclical
7.47K
+ 225.91%
$53.49 - $70.51 $400K - $527K
10.8K $580K
WFRD
Weatherford International PLC

Energy
7.95K
+ 240.41%
$51.89 - $74.8 $412K - $595K
11.3K $602K
FFIV
F5, Inc.

Technology
1.05K
+ 17.95%
$251.75 - $310.6 $264K - $325K
6.88K $1.83M
FELE
Franklin Electric CO Inc

Industrials
4.33K
+ 37.42%
$93.38 - $106.03 $404K - $459K
15.9K $1.49M
GMS
Gms Inc.

Industrials
6.21K
+ 81.11%
$70.36 - $86.13 $437K - $535K
13.9K $1.01M
RCI
Rogers Communications Inc

Communication Services
20.4K
+ 45.05%
$26.73 - $31.05 $545K - $633K
65.7K $1.75M
UTZ
Utz Brands, Inc.

Consumer Defensive
29.4K
+ 94.24%
$13.18 - $15.15 $387K - $445K
60.5K $852K
BBUC
Brookfield Business Corp

Financial Services
9.54K
+ 16.44%
$23.14 - $27.83 $221K - $266K
67.6K $1.8M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
33.6K
+ 167.02%
$10.55 - $11.13 $355K - $374K
53.7K $575K
NHC
National Healthcare Corp

Healthcare
4.59K
+ 100.7%
$90.37 - $106.8 $415K - $490K
9.14K $848K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.23K
+ 90.95%
$89.88 - $110.11 $290K - $355K
6.78K $681K
PATK
Patrick Industries Inc

Consumer Cyclical
4.15K
+ 108.46%
$82.13 - $97.92 $341K - $407K
7.98K $674K
PNW
Pinnacle West Capital Corp

Utilities
878
+ 3.37%
$81.76 - $95.25 $71.8K - $83.6K
26.9K $2.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.11K
+ 67.39%
$48.31 - $49.23 $343K - $350K
17.7K $868K
CHRD
Oasis Petroleum Inc.

Energy
3.53K
+ 29.89%
$101.34 - $127.78 $358K - $452K
15.4K $1.73M
GATX
Gatx Corp

Industrials
2.23K
+ 9.29%
$149.94 - $167.38 $334K - $373K
26.2K $4.07M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.93K
+ 29.96%
$189.39 - $204.09 $365K - $393K
8.36K $1.6M
SATS
Echo Star Corp

Technology
10.2K
+ 30.61%
$22.73 - $31.23 $232K - $319K
43.6K $1.12M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.4K
+ 28.13%
$22.61 - $23.14 $327K - $334K
65.8K $1.52M
LOB
Live Oak Bancshares, Inc.

Financial Services
17.4K
+ 197.24%
$26.57 - $41.33 $463K - $721K
26.3K $700K
NUVL
Nuvalent, Inc.

Healthcare
5.25K
+ 176.96%
$67.38 - $88.96 $353K - $467K
8.21K $582K
SUI
Sun Communities Inc

Real Estate
2.24K
+ 20.48%
$120.53 - $136.43 $270K - $305K
13.2K $1.69M
ASTS
Ast Space Mobile, Inc.

Communication Services
14.2K
+ 87.8%
$17.72 - $33.8 $252K - $480K
30.4K $691K
MNDY
Monday.Com Ltd.

Technology
1.35K
+ 51.08%
$213.0 - $327.92 $288K - $444K
4K $973K
FFBC
First Financial Bancorp

Financial Services
20K
+ 25.37%
$24.25 - $29.06 $485K - $581K
98.8K $2.47M
PSTL
Postal Realty Trust, Inc.

Real Estate
24.2K
+ 889.49%
$12.42 - $14.39 $301K - $348K
26.9K $384K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
1.5K
+ 23.19%
$217.62 - $242.36 $326K - $363K
7.95K $1.8M
CYTK
Cytokinetics Inc

Healthcare
12.3K
+ 57.61%
$40.19 - $51.12 $493K - $627K
33.6K $1.35M
KAI
Kadant Inc

Industrials
1.15K
+ 22.11%
$335.28 - $398.39 $387K - $460K
6.37K $2.15M
SGRY
Surgery Partners, Inc.

Healthcare
13K
+ 90.46%
$19.85 - $25.87 $259K - $337K
27.4K $651K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.6K
+ 34.69%
$28.04 - $28.63 $354K - $362K
49K $1.38M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
10.7K
+ 80.44%
$26.47 - $29.92 $284K - $321K
24K $702K
EHC
Encompass Health Corp

Healthcare
1.34K
+ 5.73%
$91.05 - $102.2 $122K - $136K
24.6K $2.5M
PULS
Pgim ETF Tr

ETFs
6.92K
+ 1265.08%
$49.56 - $49.78 $343K - $344K
7.47K $371K
QRVO
Qorvo, Inc.

Technology
4.12K
+ 22.22%
$69.12 - $90.57 $285K - $373K
22.7K $1.64M
STAG
Stag Industrial, Inc.

Real Estate
7.6K
+ 25.19%
$32.39 - $37.07 $246K - $282K
37.8K $1.36M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.36K
+ 13.55%
$126.86 - $146.45 $1.19M - $1.37M
78.4K $9.96M
ITUB
Itau Unibanco Holding S.A.

Financial Services
58.4K
+ 147.5%
$4.87 - $6.28 $284K - $367K
97.9K $538K
MMS
Maximus, Inc.

Industrials
6.42K
+ 43.35%
$64.34 - $79.68 $413K - $511K
21.2K $1.45M
CMA
Comerica Inc

Financial Services
6.84K
+ 30.48%
$56.11 - $68.38 $384K - $467K
29.3K $1.73M
NNI
Nelnet Inc

Financial Services
2.82K
+ 44.39%
$102.92 - $122.39 $290K - $345K
9.16K $1.02M
WCN
Waste Connections, Inc.

Industrials
797
+ 10.31%
$169.89 - $195.19 $135K - $156K
8.53K $1.66M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
13.5K
+ 40.36%
$25.9 - $31.26 $348K - $420K
46.8K $1.25M
KSS
Kohls Corp

Consumer Cyclical
51.4K
+ 358.8%
$8.06 - $14.12 $415K - $726K
65.8K $537K
REPX
Riley Exploration Permian, Inc.

Energy
11.5K
+ 11500.0%
$26.92 - $37.12 $310K - $427K
11.6K $338K
WRLD
World Acceptance Corp

Financial Services
2.62K
+ 1163.56%
$109.64 - $152.25 $287K - $399K
2.84K $359K
UPST
Upstart Holdings, Inc.

Financial Services
13.3K
+ 74.26%
$46.03 - $88.77 $613K - $1.18M
31.2K $1.44M
LBRDA
Liberty Broadband Corp

Communication Services
1.48K
+ 7.58%
$72.73 - $88.43 $107K - $131K
21K $1.78M
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