Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GAMB
Gambling.Com Group LTD

Consumer Cyclical
27.2K
+ 76.18%
$11.53 - $14.72 $313K - $400K
62.8K $747K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
16.8K
+ 139.79%
$21.02 - $26.3 $353K - $442K
28.8K $607K
SO
Southern CO

Utilities
3.81K
+ 0.85%
$84.91 - $92.56 $323K - $352K
449K $41.3M
RGA
Reinsurance Group Of America Inc

Financial Services
1.41K
+ 13.39%
$168.32 - $209.71 $237K - $295K
11.9K $2.37M
RE
Everest Re Group LTD

Financial Services
797
+ 19.46%
N/A
4.89K $1.81M
BELFB
Bel Fuse Inc.

Technology
513
+ 4.77%
$60.82 - $97.69 $31.2K - $50.1K
11.3K $1.1M
SPSC
Sps Commerce Inc

Technology
1.76K
+ 10.47%
$121.61 - $152.67 $213K - $268K
18.5K $2.52M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.92K
+ 109.78%
$118.46 - $143.72 $227K - $276K
3.67K $527K
UHS
Universal Health Services Inc

Healthcare
1.93K
+ 22.99%
$157.05 - $197.94 $303K - $382K
10.3K $1.87M
JKHY
Henry Jack & Associates Inc

Technology
1.94K
+ 8.12%
$163.54 - $186.02 $318K - $361K
25.9K $4.66M
CBNK
Capital Bancorp Inc

Financial Services
6.47K
+ 46.03%
$26.11 - $33.58 $169K - $217K
20.5K $689K
EWL
Ishares Inc Msci Switzerlnd

ETFs
2.95K
+ 6.92%
$47.04 - $56.27 $139K - $166K
45.6K $2.5M
CHWY
Chewy, Inc.

Consumer Cyclical
5.11K
+ 71.15%
$31.21 - $48.21 $159K - $246K
12.3K $523K
LAUR
Laureate Education, Inc.

Consumer Defensive
10K
+ 52.99%
$18.34 - $23.38 $184K - $234K
28.9K $675K
OBNK
Origin Bancorp, Inc.

Financial Services
8.94K
+ 17.55%
N/A
59.9K $1.93M
PATH
Ui Path, Inc.

Technology
8.46K
+ 11.72%
$9.79 - $13.31 $82.8K - $113K
80.6K $1.03M
MSA
Msa Safety Inc

Industrials
1.29K
+ 37.39%
$130.21 - $169.16 $167K - $217K
4.72K $791K
UGP
Ultrapar Holdings Inc

Energy
76.7K
+ 44.2%
$2.76 - $3.28 $212K - $251K
250K $820K
YELP
Yelp Inc

Communication Services
10.7K
+ 36.1%
$32.56 - $40.93 $350K - $439K
40.5K $1.39M
AMOT
Allied Motion Technologies Inc

Technology
10.2K
+ 105.87%
N/A
19.8K $552K
PGRE
Paramount Group, Inc.

Real Estate
38.5K
+ 139.71%
$3.94 - $6.6 $152K - $254K
66K $402K
SKYY
First Trust Cloud Computing Et

ETFs
448
+ 3.8%
$89.46 - $121.64 $40.1K - $54.5K
12.3K $1.49M
TECL
Direxion Daily Technology Bull

ETFs
671
+ 10.72%
$37.33 - $93.58 $25K - $62.8K
6.93K $648K
FPX
First Trust Us Equity Opportun

ETFs
320
+ 4.54%
$99.2 - $144.91 $31.7K - $46.4K
7.36K $1.07M
SMG
Scotts Miracle Gro CO

Basic Materials
2.81K
+ 33.1%
$48.21 - $66.48 $136K - $187K
11.3K $745K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
873
+ 56.43%
$164.46 - $237.28 $144K - $207K
2.42K $574K
IDCC
Inter Digital, Inc.

Communication Services
46
+ 0.3%
$183.37 - $234.7 $8.44K - $10.8K
15.3K $3.44M
CTS
Cts Corp

Technology
5.71K
+ 18.78%
$34.96 - $43.62 $200K - $249K
36.1K $1.54M
TDY
Teledyne Technologies Inc

Technology
374
+ 6.45%
$435.54 - $512.31 $163K - $192K
6.17K $3.16M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
8.15K
+ 32.54%
$45.92 - $50.78 $374K - $414K
33.2K $1.55M
NFG
National Fuel Gas CO

Energy
1.18K
+ 3.73%
$73.0 - $86.01 $86.4K - $102K
32.9K $2.79M
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.26K
+ 43.79%
$50.44 - $64.81 $164K - $211K
10.7K $693K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.57K
+ 8.75%
$82.17 - $99.96 $129K - $157K
19.5K $1.92M
PHM
Pultegroup Inc

Consumer Cyclical
1.9K
+ 6.82%
$92.02 - $106.54 $175K - $202K
29.7K $3.13M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
25.6K
+ 26.88%
$6.66 - $8.12 $171K - $208K
121K $982K
CPNG
Coupang, Inc.

Consumer Cyclical
4.31K
+ 24.13%
$19.76 - $30.81 $85.1K - $133K
22.2K $663K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
3.04K
+ 6.08%
$22.56 - $29.85 $68.6K - $90.8K
53.1K $1.52M
ESNT
Essent Group Ltd.

Financial Services
3.6K
+ 21.55%
$52.78 - $61.24 $190K - $221K
20.3K $1.23M
NEAR
Blackrock Short Maturity Bond

ETFs
5.23K
+ 55.98%
$50.41 - $51.17 $264K - $268K
14.6K $744K
PNTG
Pennant Group, Inc.

Healthcare
5.36K
+ 23.57%
$24.35 - $30.0 $131K - $161K
28.1K $839K
GGG
Graco Inc

Industrials
419
+ 0.45%
$74.02 - $87.26 $31K - $36.6K
93.9K $8.08M
AVNS
Avanos Medical, Inc.

Healthcare
23.7K
+ 205.83%
$12.03 - $14.52 $286K - $345K
35.3K $431K
GNR
Spdr S&P Global Natural Resour

ETFs
4.61K
+ 28.39%
$45.66 - $55.03 $210K - $254K
20.8K $1.13M
EXTR
Extreme Networks Inc

Technology
7.64K
+ 28.21%
$10.84 - $17.97 $82.9K - $137K
34.7K $623K
COPX
Global X Copper Miners ETF

ETFs
1.77K
+ 5.66%
$31.24 - $45.59 $55.3K - $80.6K
33K $1.49M
CGDV
Capital Group Divid Value ETF

ETFs
3.75K
+ 12.46%
$31.93 - $39.49 $120K - $148K
33.8K $1.34M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
16.4K
+ 20.15%
$8.48 - $11.94 $139K - $196K
97.8K $1.01M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
87
+ 0.75%
$35.11 - $63.01 $3.05K - $5.48K
11.7K $712K
FIGS
Figs, Inc.

Consumer Cyclical
42.4K
+ 181.26%
$3.62 - $5.89 $153K - $250K
65.7K $370K
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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