Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HL
Hecla Mining CO

Basic Materials
27.8K
+ 28.5%
$5.07 - $6.37 $141K - $177K
125K $697K
JBL
Jabil Inc

Technology
3.93K
+ 9.71%
$130.51 - $173.33 $513K - $681K
44.4K $6.05M
PATH
Ui Path, Inc.

Technology
30.8K
+ 74.6%
$9.97 - $15.19 $307K - $468K
72.2K $743K
XPEL
Xpel, Inc.

Consumer Cyclical
7.63K
+ 1287.18%
$29.38 - $44.62 $224K - $341K
8.23K $241K
WOR
Worthington Industries Inc

Industrials
1.13K
+ 7.05%
$38.95 - $51.6 $44K - $58.3K
17.1K $858K
JEF
Jefferies Financial Group Inc.

Financial Services
18.3K
+ 59.29%
$52.22 - $81.31 $958K - $1.49M
49.3K $2.64M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.01K
+ 33.56%
$38.99 - $40.37 $195K - $202K
19.9K $803K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2.96K
+ 41.69%
$135.34 - $188.66 $400K - $558K
10K $1.41M
BAND
Bandwidth Inc.

Technology
19.6K
+ 176.87%
$13.1 - $19.61 $257K - $384K
30.7K $401K
MYGN
Myriad Genetics Inc

Healthcare
24.1K
+ 34855.07%
$8.87 - $14.98 $213K - $360K
24.1K $213K
HYGV
Flexshares Tr High Yield Value

ETFs
5.34K
+ 42.83%
$40.21 - $41.29 $215K - $220K
17.8K $718K
NTST
Netstreit Corp.

Real Estate
13.2K
+ 828.03%
$13.64 - $15.85 $180K - $209K
14.8K $234K
JHG
Janus Henderson Group PLC

Financial Services
12.1K
+ 34.12%
$35.98 - $45.94 $437K - $558K
47.7K $1.72M
EWBC
East West Bancorp Inc

Financial Services
3.48K
+ 20.49%
$84.35 - $103.91 $294K - $362K
20.5K $1.84M
LKQ
Lkq Corp

Consumer Cyclical
2.4K
+ 12.86%
$36.24 - $44.05 $86.9K - $106K
21K $895K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
2.46K
+ 9.99%
$18.33 - $27.25 $45.1K - $67.1K
27.1K $673K
PANW
Palo Alto Networks Inc

Technology
12.7K
+ 7.34%
$167.82 - $208.28 $2.14M - $2.65M
186K $31.8M
XLI
Industrial Sector Spdr

ETFs
2.18K
+ 1.91%
$128.78 - $141.67 $281K - $309K
117K $15.3M
BE
Bloom Energy Corp

Industrials
15.6K
+ 40.05%
$19.66 - $29.81 $308K - $466K
54.7K $1.08M
ALHC
Alignment Healthcare, Inc.

Healthcare
5.57K
+ 39.94%
$11.32 - $18.62 $63.1K - $104K
19.5K $363K
EVER
Ever Quote, Inc.

Communication Services
7.87K
+ 9714.81%
$17.84 - $29.71 $140K - $234K
7.95K $208K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
20.8K
+ 34.29%
$8.17 - $10.63 $170K - $221K
81.4K $751K
LSCC
Lattice Semiconductor Corp

Technology
4.89K
+ 40.61%
$52.45 - $68.78 $257K - $336K
16.9K $888K
ENOV
Enovis Corp

Industrials
5.33K
+ 35520.0%
$35.51 - $47.99 $189K - $256K
5.34K $204K
PRLB
Proto Labs Inc

Industrials
6.47K
+ 112.53%
$35.04 - $45.03 $227K - $291K
12.2K $428K
EME
Emcor Group, Inc.

Industrials
3.06K
+ 27.81%
$361.16 - $535.99 $1.1M - $1.64M
14.1K $5.2M
MBIN
Merchants Bancorp

Financial Services
5.42K
+ 89.99%
$34.75 - $43.49 $188K - $236K
11.4K $423K
SNV
Synovus Financial Corp

Financial Services
8.48K
+ 19.78%
$43.7 - $56.87 $370K - $482K
51.3K $2.4M
CVNA
Carvana Co.

Consumer Cyclical
567
+ 3.88%
$166.52 - $285.33 $94.4K - $162K
15.2K $3.17M
PHM
Pultegroup Inc

Consumer Cyclical
3.41K
+ 13.98%
$101.09 - $118.51 $345K - $405K
27.8K $2.86M
WY
Weyerhaeuser CO

Real Estate
4.45K
+ 7.06%
$27.29 - $31.39 $121K - $140K
67.4K $1.97M
KBR
Kbr, Inc.

Industrials
5.34K
+ 67.33%
$47.88 - $60.47 $256K - $323K
13.3K $660K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
23.3K
+ 14553.75%
$5.11 - $8.91 $119K - $207K
23.4K $202K
BCPC
Balchem Corp

Basic Materials
1.01K
+ 9.3%
$154.22 - $176.16 $155K - $177K
11.8K $1.97M
DAKT
Daktronics Inc

Technology
16.4K
+ 8681.48%
$11.95 - $17.59 $196K - $289K
16.6K $202K
MUR
Murphy Oil Corp

Energy
12K
+ 15.62%
$24.02 - $33.9 $289K - $408K
89.2K $2.53M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.06K
+ 25.78%
N/A
14.9K $962K
NMRK
Newmark Group, Inc.

Real Estate
18.6K
+ 40.53%
$11.84 - $14.69 $220K - $273K
64.4K $783K
LE
Lands' End, Inc.

Consumer Cyclical
14.7K
+ 21025.71%
N/A
14.8K $196K
SOFI
So Fi Technologies, Inc.

Financial Services
43.6K
+ 52.94%
$11.18 - $18.03 $487K - $786K
126K $1.46M
ET
Energy Transfer LP

Energy
62.7K
+ 6.46%
$17.26 - $21.08 $1.08M - $1.32M
1.03M $19.2M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
895
+ 10.83%
$74.5 - $92.3 $66.7K - $82.6K
9.16K $836K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.08K
+ 15.33%
$46.83 - $56.05 $97.3K - $116K
15.6K $832K
RPAY
Repay Holdings Corp

Technology
40.6K
+ 249.01%
$5.48 - $7.7 $223K - $313K
57K $317K
NRIM
Northrim Bancorp Inc

Financial Services
2.64K
+ 1819.31%
$71.67 - $90.54 $189K - $239K
2.78K $203K
TCBK
Trico Bancshares

Financial Services
7.63K
+ 25.41%
$39.87 - $45.12 $304K - $344K
37.7K $1.5M
HTBK
Heritage Commerce Corp

Financial Services
18.4K
+ 17.32%
$8.75 - $10.75 $161K - $198K
125K $1.19M
BANF
Bancfirst Corp

Financial Services
2.56K
+ 20.36%
$108.28 - $123.19 $278K - $316K
15.2K $1.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.49K
+ 4.93%
$50.87 - $51.09 $177K - $178K
74.2K $3.79M
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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