Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CION
Cion Investment Corp

Financial Services
25.5K
+ 147.87%
$10.35 - $12.55 $264K - $321K
42.8K $443K
SCL
Stepan CO

Basic Materials
5.16K
+ 132.36%
$55.04 - $65.59 $284K - $338K
9.06K $498K
BMO
Bank Of Montreal

Financial Services
3.3K
+ 7.18%
$94.92 - $104.14 $314K - $344K
49.3K $4.71M
NWN
Northwest Natural Holding CO

Utilities
5.65K
+ 631.51%
$38.31 - $42.72 $217K - $241K
6.55K $279K
FRSH
Freshworks Inc.

Technology
25K
+ 46.61%
$14.11 - $19.75 $352K - $493K
78.5K $1.11M
APEI
American Public Education Inc

Consumer Defensive
10.8K
+ 12300.0%
$19.25 - $23.5 $208K - $254K
10.9K $243K
KFY
Korn Ferry

Industrials
3.45K
+ 17.56%
$62.52 - $71.6 $215K - $247K
23.1K $1.56M
EWJ
Ishares Msci Japan ETF

ETFs
2.4K
+ 4.58%
$65.24 - $71.7 $156K - $172K
54.7K $3.75M
DOLE
Dole PLC

Consumer Defensive
15.7K
+ 114.02%
$12.31 - $14.86 $194K - $234K
29.6K $427K
MGM
Mgm Resorts International

Consumer Cyclical
20.5K
+ 27.82%
$29.64 - $40.37 $608K - $828K
94.2K $2.79M
PGNY
Progyny, Inc.

Healthcare
6.84K
+ 40.71%
$17.43 - $23.88 $119K - $163K
23.6K $527K
GBDC
Golub Capital Bdc, Inc.

Financial Services
15.8K
+ 25.5%
$14.46 - $15.96 $229K - $253K
77.9K $1.18M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.66K
+ 1.91%
$23.9 - $24.18 $159K - $161K
355K $8.58M
MBLY
Mobileye Global Inc.
16.5K
+ 16523.0%
$14.24 - $21.85 $235K - $361K
16.6K $239K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.02K
+ 5.09%
$44.52 - $55.93 $45.4K - $57K
21K $1.15M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.65K
+ 50.38%
$52.01 - $61.99 $242K - $288K
13.9K $740K
CCB
Coastal Financial Corp

Financial Services
2.13K
+ 27.5%
$79.67 - $100.71 $170K - $215K
9.88K $893K
OGS
One Gas, Inc.

Utilities
482
+ 1.54%
$67.77 - $76.05 $32.7K - $36.7K
31.8K $2.4M
PHR
Phreesia, Inc.

Healthcare
9.19K
+ 12763.89%
$21.97 - $30.01 $202K - $276K
9.26K $236K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.02K
+ 23.42%
$74.75 - $89.13 $151K - $180K
10.6K $888K
ESAB
Esab Corp

Industrials
2.09K
+ 84.14%
$115.08 - $131.54 $240K - $274K
4.56K $531K
BHF
Brighthouse Financial, Inc.

Financial Services
2.16K
+ 20.02%
$45.74 - $62.97 $98.6K - $136K
12.9K $749K
DLB
Dolby Laboratories, Inc.

Industrials
2.69K
+ 37.72%
$76.37 - $87.32 $205K - $234K
9.8K $787K
WAT
Waters Corp

Healthcare
684
+ 7.98%
$362.16 - $417.28 $248K - $285K
9.26K $3.41M
USXF
Ishares Esg Advanced Msci Usa

Technology
5.48K
+ 68.93%
$46.38 - $52.65 $254K - $288K
13.4K $626K
KEY
Keycorp

Financial Services
22.1K
+ 20.62%
$15.15 - $18.3 $334K - $404K
129K $2.06M
STAA
Staar Surgical CO

Healthcare
13.1K
+ 45034.48%
$15.35 - $24.99 $200K - $326K
13.1K $230K
OWL
Blue Owl Capital Inc.

Financial Services
21.1K
+ 35.28%
$18.49 - $26.68 $390K - $562K
80.8K $1.62M
KMT
Kennametal Inc

Industrials
11.9K
+ 132.09%
$21.0 - $24.68 $249K - $292K
20.8K $443K
DHI
Horton D R Inc

Consumer Cyclical
5.93K
+ 14.3%
$125.29 - $147.65 $743K - $876K
47.4K $6.03M
CTS
Cts Corp

Technology
10.8K
+ 54.89%
$41.45 - $52.95 $447K - $571K
30.4K $1.26M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
205K
+ 38155.22%
$1.1 - $1.52 $225K - $311K
205K $227K
POR
Portland General Electric CO

Utilities
4.46K
+ 16.75%
$40.56 - $45.24 $181K - $202K
31.1K $1.39M
ESGR
Enstar Group LTD

Financial Services
588
+ 20.84%
$324.4 - $333.99 $191K - $196K
3.41K $1.13M
INVH
Invitation Homes Inc.

Real Estate
3.76K
+ 11.65%
$30.28 - $34.85 $114K - $131K
36K $1.25M
MGPI
Mgp Ingredients Inc

Consumer Defensive
10.4K
+ 129.49%
$28.85 - $39.18 $299K - $406K
18.4K $539K
LPG
Dorian Lpg Ltd.

Energy
10K
+ 15651.56%
$19.88 - $27.03 $199K - $271K
10.1K $225K
GDDY
Go Daddy Inc.

Technology
2.85K
+ 16.89%
$172.13 - $214.35 $491K - $612K
19.7K $3.56M
RL
Ralph Lauren Corp

Consumer Cyclical
1.11K
+ 52.57%
$215.68 - $286.74 $239K - $317K
3.21K $708K
OIS
Oil States International, Inc

Energy
42.8K
+ 184.92%
$4.7 - $5.74 $201K - $246K
66K $339K
APG
A Pi Group Corp

Industrials
6.37K
+ 23.16%
$35.67 - $40.88 $227K - $261K
33.9K $1.21M
SVC
Service Properties Trust

Real Estate
83K
+ 127.65%
$2.38 - $2.99 $197K - $248K
148K $386K
STEP
Step Stone Group Inc.

Financial Services
7K
+ 27.29%
$47.81 - $64.82 $335K - $454K
32.6K $1.71M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8.66K
+ 47.58%
$22.98 - $24.13 $199K - $209K
26.9K $640K
VPU
Vanguard Utilities ETF

ETFs
183
+ 0.72%
$161.24 - $173.33 $29.5K - $31.7K
25.8K $4.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7.46K
+ 39.17%
$283.06 - $421.16 $2.11M - $3.14M
26.5K $7.5M
AMP
Ameriprise Financial Inc

Financial Services
2.81K
+ 11.9%
$472.29 - $575.13 $1.33M - $1.61M
26.4K $12.8M
EQBK
Equity Bancshares Inc

Financial Services
6.27K
+ 7.9%
N/A
85.6K $2.99M
GEO
Geo Group Inc

Real Estate
6.9K
+ 48.73%
$22.92 - $35.35 $158K - $244K
21.1K $615K
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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