Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIP
Brookfield Infrastructure Partners L.P.

Utilities
648
+ 1.0%
$26.99 - $33.86 $17.5K - $21.9K
65.5K $2.2M
DOLE
Dole PLC

Consumer Defensive
19.7K
+ 66.51%
$13.31 - $15.19 $262K - $299K
49.2K $688K
LANC
Lancaster Colony Corp

Consumer Defensive
1.57K
+ 32.64%
$159.67 - $192.9 $251K - $303K
6.38K $1.1M
OMAB
Central North Airport Group

Industrials
764
+ 11.45%
$72.48 - $106.35 $55.4K - $81.3K
7.44K $784K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.43K
+ 9.74%
$30.53 - $40.65 $74.3K - $98.9K
27.4K $1.11M
INGR
Ingredion Inc

Consumer Defensive
1.87K
+ 15.35%
$123.22 - $140.95 $230K - $263K
14K $1.9M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
7.37K
+ 31.48%
$16.82 - $21.97 $124K - $162K
30.8K $675K
GBCI
Glacier Bancorp, Inc.

Financial Services
7.38K
+ 13.66%
$37.85 - $44.51 $279K - $329K
61.4K $2.65M
ALV
Autoliv Inc

Consumer Cyclical
1.23K
+ 23.94%
$76.77 - $113.1 $94.2K - $139K
6.35K $710K
WERN
Werner Enterprises Inc

Industrials
13.8K
+ 22.0%
$24.66 - $30.08 $340K - $415K
76.4K $2.09M
NIC
Nicolet Bankshares Inc

Financial Services
270
+ 1.77%
$100.68 - $125.35 $27.2K - $33.8K
15.5K $1.92M
ALG
Alamo Group Inc

Industrials
277
+ 5.75%
$158.47 - $219.45 $43.9K - $60.8K
5.09K $1.11M
DGX
Quest Diagnostics Inc

Healthcare
1.84K
+ 11.95%
N/A
17.3K $2.36M
GRAB
Grab Holdings LTD

Technology
47.1K
+ 155.32%
$3.48 - $5.25 $164K - $247K
77.5K $389K
HWKN
Hawkins Inc

Basic Materials
455
+ 8.85%
$103.32 - $143.95 $47K - $65.5K
5.6K $795K
MKTX
Marketaxess Holdings Inc

Financial Services
1.05K
+ 43.94%
$203.19 - $231.09 $213K - $242K
3.43K $766K
BCO
Brinks CO

Industrials
2.27K
+ 14.97%
$82.06 - $94.4 $186K - $214K
17.4K $1.56M
NTGR
Netgear, Inc.

Technology
5.94K
+ 35.21%
$19.97 - $31.25 $119K - $186K
22.8K $662K
NN
Nextnav Inc.

Communication Services
13.1K
+ 81.55%
$10.96 - $15.32 $144K - $201K
29.2K $443K
WFG
West Fraser Timber Co., LTD

Basic Materials
3.58K
+ 90.33%
$70.53 - $78.77 $252K - $282K
7.54K $552K
IOO
Ishares Tr Global 100 ETF

ETFs
975
+ 7.89%
$84.95 - $107.81 $82.8K - $105K
13.3K $1.44M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
13.5K
+ 41.29%
$12.25 - $15.47 $165K - $208K
46.1K $713K
LPG
Dorian Lpg Ltd.

Energy
9.31K
+ 92.32%
$17.34 - $25.75 $161K - $240K
19.4K $472K
PB
Prosperity Bancshares Inc

Financial Services
3.58K
+ 85.76%
$63.76 - $73.75 $228K - $264K
7.75K $544K
REX
Rex American Resources Corp

Basic Materials
3.3K
+ 42.71%
$34.99 - $49.53 $116K - $163K
11K $537K
ERAS
Erasca, Inc.

Healthcare
198K
+ 423.25%
$1.06 - $1.63 $209K - $322K
244K $310K
FFWM
First Foundation Inc.

Financial Services
48.8K
+ 162.38%
$4.61 - $5.42 $225K - $264K
78.8K $401K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.45K
+ 11.71%
$93.5 - $113.21 $136K - $164K
13.8K $1.57M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
10.8K
+ 23.76%
$12.82 - $18.15 $138K - $196K
56.2K $941K
UGI
Ugi Corp

Utilities
1.98K
+ 3.84%
$30.18 - $36.59 $59.7K - $72.4K
53.5K $1.95M
NSSC
Napco Security Technologies, Inc

Industrials
4.54K
+ 27.61%
$19.82 - $29.82 $89.9K - $135K
21K $622K
EXLS
Exl Service Holdings, Inc.

Technology
10.4K
+ 16.74%
$41.85 - $48.48 $435K - $504K
72.5K $3.17M
OHI
Omega Healthcare Investors Inc

Real Estate
8.46K
+ 17.7%
$35.55 - $39.05 $301K - $330K
56.3K $2.06M
GDDY
Go Daddy Inc.

Technology
1.35K
+ 6.81%
$162.11 - $192.36 $218K - $259K
21.1K $3.8M
SONO
Sonos Inc

Technology
21.9K
+ 102.2%
$7.7 - $11.25 $169K - $247K
43.4K $468K
IPGP
Ipg Photonics Corp

Technology
2.74K
+ 28.58%
$49.68 - $69.26 $136K - $189K
12.3K $844K
CYTK
Cytokinetics Inc

Healthcare
14.5K
+ 43.14%
$29.84 - $42.92 $432K - $622K
48.1K $1.59M
ATRO
Astronics Corp

Industrials
2.69K
+ 16.85%
$20.03 - $35.81 $53.8K - $96.1K
18.6K $623K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.62K
+ 19.49%
$41.54 - $53.93 $109K - $141K
16K $864K
KMT
Kennametal Inc

Industrials
8.83K
+ 42.39%
$17.54 - $23.27 $155K - $205K
29.6K $680K
LSTR
Landstar System Inc

Industrials
2.39K
+ 27.64%
$131.55 - $151.93 $315K - $363K
11K $1.54M
LBRDK
Liberty Broadband Corp

Communication Services
826
+ 7.26%
$73.65 - $101.29 $60.8K - $83.7K
12.2K $1.2M
ARRY
Array Technologies, Inc.

Technology
36.9K
+ 258.65%
$3.98 - $8.44 $147K - $312K
51.2K $302K
IYJ
Ishares Tr

ETFs
1
+ 0.01%
$115.07 - $142.31 $115 - $142
19K $2.71M
CASS
Cass Information Systems Inc

Industrials
5.23K
+ 102.85%
$39.19 - $44.2 $205K - $231K
10.3K $448K
ST
Sensata Technologies Holding PLC

Technology
4.08K
+ 22.38%
$17.69 - $30.11 $72.1K - $123K
22.3K $671K
MSCI
Msci Inc.

Financial Services
144
+ 1.12%
$506.56 - $576.74 $72.9K - $83.1K
13K $7.52M
KO
Coca Cola CO

Consumer Defensive
26.9K
+ 1.4%
$68.37 - $73.9 $1.84M - $1.99M
1.96M $138M
CLVT
Clarivate PLC

Technology
51.8K
+ 458.26%
$3.1 - $4.5 $161K - $233K
63.1K $271K
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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