Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
16.3K
+ 7.44%
$504.67 - $576.31 $8.23M - $9.4M
236K $129M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
167K
+ 49.6%
$73.78 - $76.59 $12.3M - $12.8M
502K $38.5M
RTX
Raytheon Technologies Corp

Industrials
34.1K
+ 6.94%
$114.1 - $135.66 $3.9M - $4.63M
526K $69.7M
UNH
Unitedhealth Group Inc

Healthcare
16.6K
+ 8.02%
$461.52 - $548.18 $7.67M - $9.11M
224K $117M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
74K
+ 7.14%
$63.07 - $73.5 $4.67M - $5.44M
1.11M $78M
FXL
First Tr Exchange Traded Fd Fi

ETFs
92.1K
+ 1196.02%
$131.2 - $160.72 $12.1M - $14.8M
99.8K $13.2M
MCD
Mcdonalds Corp

Consumer Cyclical
11.7K
+ 3.27%
$279.74 - $321.29 $3.26M - $3.74M
368K $115M
PG
Procter & Gamble CO

Consumer Defensive
44.2K
+ 3.2%
$158.56 - $176.26 $7.01M - $7.79M
1.43M $243M
VZ
Verizon Communications Inc

Communication Services
142K
+ 15.71%
$37.81 - $46.49 $5.37M - $6.6M
1.05M $47.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9.37K
+ 11.79%
$402.49 - $513.76 $3.77M - $4.81M
88.8K $43.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
129K
+ 17.83%
$77.7 - $78.94 $10.1M - $10.2M
855K $67.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
134K
+ 121.25%
$78.0 - $84.37 $10.5M - $11.3M
245K $19.6M
WEC
Wec Energy Group, Inc.

Utilities
87.6K
+ 133.45%
$92.12 - $108.98 $8.07M - $9.54M
153K $16.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
41.6K
+ 31.83%
$142.8 - $176.36 $5.94M - $7.33M
172K $29.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
27.2K
+ 20.08%
$80.53 - $147.57 $2.19M - $4.02M
163K $21.5M
TMUS
T Mobile Us, Inc.

Communication Services
17.8K
+ 16.09%
$211.3 - $272.83 $3.75M - $4.84M
128K $34.2M
SO
Southern CO

Utilities
61.3K
+ 15.95%
$80.96 - $92.96 $4.96M - $5.7M
445K $41M
DGRO
Ishares Core Dividend Growth E

ETFs
146K
+ 64.36%
$60.46 - $64.42 $8.84M - $9.42M
373K $23.1M
SONY
Sony Group Corp

Technology
92.4K
+ 5.81%
$19.88 - $25.64 $1.84M - $2.37M
1.68M $42.7M
CI
Cigna Corp

Healthcare
17.3K
+ 29.49%
$274.49 - $329.0 $4.75M - $5.69M
75.9K $25M
NVS
Novartis Ag

Healthcare
33.2K
+ 9.39%
$97.14 - $115.57 $3.23M - $3.84M
387K $43.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
161K
+ 22.51%
$54.25 - $57.64 $8.74M - $9.29M
877K $48.3M
CB
Chubb LTD

Financial Services
16.5K
+ 12.98%
$257.71 - $301.99 $4.25M - $4.98M
144K $43.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
66.3K
+ 13.14%
$110.75 - $119.78 $7.34M - $7.94M
571K $66M
EFG
Msci Eafe Growth ETF

ETFs
78.4K
+ 110.27%
$96.1 - $106.37 $7.54M - $8.34M
150K $15M
GILD
Gilead Sciences, Inc.

Healthcare
29K
+ 11.97%
$89.14 - $117.41 $2.59M - $3.41M
272K $30.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
82.9K
+ 6.18%
$91.45 - $91.75 $7.58M - $7.6M
1.42M $131M
FTCS
First Trust Capital Strength E

ETFs
87.2K
+ 263.63%
$86.39 - $91.35 $7.54M - $7.97M
120K $10.8M
LUV
Southwest Airlines CO

Industrials
235K
+ 86.29%
$28.18 - $34.84 $6.61M - $8.18M
507K $17M
BIDU
Baidu, Inc.

Communication Services
80.5K
+ 143.25%
$77.43 - $102.51 $6.23M - $8.25M
137K $12.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
135K
+ 1.98%
$32.5 - $33.3 $4.39M - $4.5M
6.97M $232M
MO
Altria Group, Inc.

Consumer Defensive
55.2K
+ 9.75%
$50.81 - $60.02 $2.8M - $3.31M
621K $37.3M
CMCSA
Comcast Corp

Communication Services
223K
+ 21.25%
$33.19 - $38.23 $7.4M - $8.53M
1.27M $47M
MCK
Mckesson Corp

Healthcare
1.78K
+ 2.9%
$566.21 - $672.99 $1.01M - $1.2M
63.1K $42.4M
IAU
Ishares Gold Trust

ETFs
5.37K
+ 0.71%
$49.74 - $58.96 $267K - $317K
764K $45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
66.7K
+ 19.48%
$56.12 - $68.15 $3.74M - $4.55M
409K $27.8M
DASH
Door Dash, Inc.

Communication Services
33.8K
+ 45.95%
$168.37 - $213.38 $5.7M - $7.22M
107K $19.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
150K
+ 3.46%
$27.01 - $28.54 $4.05M - $4.28M
4.48M $125M
INTC
Intel Corp

Technology
176K
+ 16.11%
$19.1 - $27.39 $3.36M - $4.82M
1.27M $28.8M
UL
Unilever PLC

Consumer Defensive
100K
+ 32.06%
$54.72 - $60.29 $5.48M - $6.04M
413K $24.6M
WMT
Walmart Inc.

Consumer Defensive
133K
+ 7.04%
$84.5 - $105.05 $11.3M - $14M
2.02M $178M
WELL
Welltower Inc.

Real Estate
15.7K
+ 9.65%
$124.05 - $156.86 $1.94M - $2.46M
178K $27.3M
UNP
Union Pacific Corp

Industrials
19.3K
+ 7.23%
$225.21 - $254.42 $4.35M - $4.91M
286K $67.7M
FVD
First Tr Value Line Divid Inde

ETFs
150K
+ 415.61%
$42.61 - $45.51 $6.4M - $6.84M
186K $8.31M
BAC
Bank Of America Corp

Financial Services
304K
+ 11.33%
$39.61 - $47.74 $12M - $14.5M
2.99M $125M
FAD
First Tr Multi Cap Growth Alph

ETFs
52.1K
+ 1290.49%
$125.55 - $147.66 $6.54M - $7.7M
56.2K $7.27M
PGR
Progressive Corp

Financial Services
11.9K
+ 15.64%
$235.61 - $291.22 $2.81M - $3.47M
88.1K $24.9M
BSX
Boston Scientific Corp

Healthcare
37.4K
+ 16.94%
$89.38 - $106.18 $3.34M - $3.97M
258K $26M
SBUX
Starbucks Corp

Consumer Cyclical
35.2K
+ 8.64%
$91.75 - $115.81 $3.23M - $4.08M
443K $43.5M
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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