Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5.59K
+ 91.12%
$80.4 - $106.5 $450K - $596K
11.7K $943K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
7.63K
+ 10601.39%
$43.29 - $69.32 $330K - $529K
7.71K $336K
HTH
Hilltop Holdings Inc.

Financial Services
10.2K
+ 94.9%
$27.15 - $32.77 $276K - $333K
20.9K $635K
NTR
Nutrien Ltd.

Basic Materials
987
+ 1.73%
$45.28 - $53.84 $44.7K - $53.1K
58K $2.88M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.86K
+ 5.66%
$54.27 - $63.81 $101K - $119K
34.7K $2.22M
DPZ
Dominos Pizza Inc

Consumer Cyclical
508
+ 21.42%
$402.33 - $489.71 $204K - $249K
2.88K $1.32M
AKAM
Akamai Technologies Inc

Technology
3.58K
+ 22.71%
N/A
19.4K $1.76M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.32K
+ 22.32%
$24.39 - $35.22 $179K - $258K
40.1K $1.19M
TMDX
Trans Medics Group, Inc.

Healthcare
4.31K
+ 59.14%
$56.73 - $79.42 $245K - $342K
11.6K $780K
RYN
Rayonier Inc

Real Estate
10.9K
+ 94.96%
$24.95 - $28.24 $273K - $309K
22.4K $625K
NNN
National Retail Properties, Inc.

Real Estate
5.27K
+ 9.54%
$38.0 - $43.19 $200K - $228K
60.5K $2.58M
UFPT
Ufp Technologies Inc

Healthcare
1.61K
+ 11507.14%
$198.85 - $285.04 $320K - $459K
1.63K $327K
ENS
Ener Sys

Industrials
3.6K
+ 55.28%
$89.62 - $103.2 $323K - $372K
10.1K $926K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
27.7K
+ 24507.96%
$7.4 - $12.6 $205K - $349K
27.8K $320K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.06K
+ 6.58%
$45.92 - $47.58 $232K - $241K
82K $3.89M
ACI
Albertsons Companies, Inc.

Consumer Defensive
11.4K
+ 38.85%
$19.58 - $22.02 $223K - $251K
40.7K $895K
HUBG
Hub Group, Inc.

Industrials
10.6K
+ 105.81%
$36.53 - $46.48 $386K - $492K
20.6K $764K
NEOG
Neogen Corp

Healthcare
45.1K
+ 216.5%
$8.43 - $13.07 $381K - $590K
66K $572K
SLP
Simulations Plus, Inc.

Healthcare
13K
+ 76623.53%
$24.0 - $37.01 $313K - $482K
13K $319K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
27.1K
+ 186.88%
$12.29 - $16.38 $332K - $443K
41.5K $510K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
65
+ 2.56%
$1227.6 - $1458.46 $79.8K - $94.8K
2.61K $3.52M
FULT
Fulton Financial Corp

Financial Services
19.8K
+ 57.84%
$17.24 - $21.11 $341K - $417K
54K $976K
ESTC
Elastic N.V.

Technology
4.16K
+ 74.7%
$89.1 - $117.76 $371K - $490K
9.73K $866K
TMST
Timken Steel Corp

Basic Materials
14.6K
+ 88.63%
N/A
31.1K $669K
BFC
Bank First Corp

Financial Services
2.25K
+ 4.26%
$93.72 - $106.76 $210K - $240K
55K $5.54M
DOCN
Digital Ocean Holdings, Inc.

Technology
10.2K
+ 25.53%
$33.39 - $46.69 $340K - $475K
50K $1.67M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.88K
+ 23.94%
$314.47 - $431.35 $1.22M - $1.67M
20.1K $7.35M
G
Genpact LTD

Technology
1.25K
+ 3.7%
$42.88 - $55.54 $53.4K - $69.2K
34.9K $1.76M
ITRI
Itron, Inc.

Technology
3.68K
+ 19.4%
$92.6 - $110.29 $340K - $405K
22.6K $2.37M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
19.3K
+ 944.62%
$16.3 - $17.47 $315K - $337K
21.4K $348K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.36K
+ 17.14%
$73.82 - $89.02 $174K - $210K
16.1K $1.39M
ARIS
Aris Water Solutions, Inc.

Utilities
9.41K
+ 892.88%
$23.34 - $33.33 $220K - $314K
10.5K $335K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.02K
+ 7.7%
$59.63 - $64.37 $240K - $259K
56.3K $3.5M
GFF
Griffon Corp

Industrials
4.24K
+ 55.27%
$68.06 - $80.91 $288K - $343K
11.9K $851K
FNF
Fidelity National Financial, Inc.

Financial Services
1.29K
+ 5.24%
$54.25 - $65.27 $70.1K - $84.4K
26K $1.69M
ROAD
Construction Partners, Inc.

Industrials
6.58K
+ 64.37%
$67.61 - $93.18 $445K - $613K
16.8K $1.21M
GFL
Gfl Environmental Inc.

Industrials
4.34K
+ 17.54%
$41.72 - $48.8 $181K - $212K
29K $1.4M
ELP
Energy CO Of Parana

Utilities
27K
+ 35.82%
$5.78 - $7.54 $156K - $203K
102K $747K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.54K
+ 0.47%
$51.52 - $52.37 $79.2K - $80.5K
328K $17.2M
SF
Stifel Financial Corp

Financial Services
5.12K
+ 33.03%
$91.62 - $117.6 $469K - $602K
20.6K $1.94M
SNA
Snap On Inc

Industrials
962
+ 8.84%
$324.09 - $358.62 $312K - $345K
11.8K $3.99M
SPT
Sprout Social, Inc.

Technology
13.5K
+ 30706.82%
$21.99 - $34.03 $297K - $460K
13.6K $298K
LYTS
Lsi Industries Inc

Technology
17.5K
+ 15744.14%
$17.0 - $24.72 $297K - $432K
17.6K $298K
MPLX
Mplx LP

Energy
45
+ 0.09%
$47.88 - $54.65 $2.15K - $2.46K
51.9K $2.78M
CRK
Comstock Resources Inc

Energy
14.5K
+ 13903.85%
$16.92 - $21.52 $245K - $311K
14.6K $296K
HTGC
Hercules Capital, Inc.

Financial Services
17K
+ 46.38%
$18.01 - $22.0 $305K - $373K
53.5K $1.03M
TRUP
Trupanion, Inc.

Financial Services
7.92K
+ 5575.35%
$32.4 - $49.87 $257K - $395K
8.06K $300K
REZI
Resideo Technologies, Inc.

Industrials
29.2K
+ 70.29%
$16.92 - $23.77 $494K - $694K
70.7K $1.25M
CLBK
Columbia Financial, Inc.

Financial Services
21.2K
+ 67.9%
$14.76 - $16.27 $313K - $345K
52.4K $786K
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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