Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CATY
Cathay General Bancorp

Financial Services
4.44K
+ 43.52%
$37.32 - $45.67 $166K - $203K
14.6K $666K
LUMN
Lumen Technologies, Inc.

Communication Services
28.7K
+ 13.17%
$3.07 - $4.51 $88.2K - $130K
247K $1.08M
NWN
Northwest Natural Holding CO

Utilities
6.16K
+ 94.03%
$39.62 - $44.11 $244K - $272K
12.7K $504K
GPC
Genuine Parts CO

Consumer Cyclical
1.09K
+ 2.6%
$105.54 - $129.09 $115K - $141K
43.2K $5.23M
INVH
Invitation Homes Inc.

Real Estate
9.08K
+ 25.23%
$30.53 - $35.47 $277K - $322K
45.1K $1.48M
HNST
Honest Company, Inc.

Consumer Cyclical
42K
+ 183.17%
$4.18 - $5.51 $176K - $231K
64.9K $330K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.51K
+ 11.15%
$38.81 - $44.28 $330K - $377K
84.9K $3.6M
AMG
Affiliated Managers Group, Inc.

Financial Services
235
+ 3.87%
$143.35 - $197.67 $33.7K - $46.5K
6.31K $1.24M
IMAX
Imax Corp

Communication Services
7.34K
+ 84.06%
$21.44 - $29.24 $157K - $215K
16.1K $449K
VOYA
Voya Financial, Inc.

Financial Services
2.79K
+ 44.56%
$54.27 - $71.0 $151K - $198K
9.06K $642K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.36K
+ 7.36%
$16.69 - $23.43 $56.1K - $78.8K
49.1K $1.06M
CCB
Coastal Financial Corp

Financial Services
1.58K
+ 16.01%
$79.01 - $99.95 $125K - $158K
11.5K $1.11M
CGEM
Cullinan Oncology, Inc.

Healthcare
28.8K
+ 222.19%
$7.13 - $9.08 $205K - $261K
41.7K $314K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.32K
+ 9.58%
$105.8 - $131.55 $139K - $173K
15K $1.93M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
1.64K
+ 54.17%
$71.62 - $94.66 $118K - $156K
4.68K $442K
ED
Consolidated Edison Inc

Utilities
13.2K
+ 12.17%
$98.05 - $113.3 $1.29M - $1.49M
121K $12.2M
DBX
Dropbox, Inc.

Technology
4.07K
+ 7.9%
$25.42 - $29.7 $103K - $121K
55.6K $1.59M
PFGC
Performance Food Group CO

Consumer Defensive
746
+ 4.47%
$71.62 - $89.56 $53.4K - $66.8K
17.4K $1.53M
LAND
Gladstone Land Corp

Real Estate
22.1K
+ 61.88%
$8.95 - $10.51 $198K - $232K
57.7K $587K
BPOP
Popular, Inc.

Financial Services
750
+ 10.43%
$81.63 - $110.51 $61.2K - $82.9K
7.94K $874K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
18.6K
+ 115.27%
$8.21 - $12.77 $153K - $237K
34.7K $408K
AYI
Acuity Brands Inc

Industrials
171
+ 3.76%
$223.31 - $304.18 $38.2K - $52K
4.72K $1.41M
CBOE
Cboe Global Markets, Inc.

Financial Services
619
+ 6.6%
$205.81 - $234.23 $127K - $145K
10K $2.33M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
6.49K
+ 18.04%
$28.96 - $32.46 $188K - $211K
42.5K $1.36M
CTRE
Care Trust Reit, Inc.

Real Estate
2.12K
+ 3.0%
$26.65 - $30.69 $56.6K - $65.2K
72.8K $2.23M
PSTL
Postal Realty Trust, Inc.

Real Estate
13.3K
+ 49.22%
$12.59 - $15.36 $167K - $204K
40.2K $591K
EVTC
Evertec, Inc.

Technology
6.65K
+ 14.82%
$31.89 - $38.37 $212K - $255K
51.5K $1.86M
NEXT
Next Decade Corp.

Energy
20.6K
+ 108.58%
$5.68 - $9.2 $117K - $190K
39.7K $353K
TPG
Tpg Inc.

Financial Services
2.53K
+ 17.1%
$39.68 - $53.09 $100K - $134K
17.3K $907K
GMAB
Genmab A/S

Healthcare
6.87K
+ 11.79%
$17.98 - $23.09 $124K - $159K
65.1K $1.35M
AL
Air Lease Corp

Industrials
1.24K
+ 9.56%
$40.46 - $58.71 $50.2K - $72.8K
14.2K $831K
SHEN
Shenandoah Telecommunications CO

Communication Services
10.2K
+ 16.87%
$11.04 - $14.3 $112K - $146K
70.5K $963K
GNTX
Gentex Corp

Consumer Cyclical
15K
+ 15.67%
$20.83 - $23.52 $313K - $353K
111K $2.44M
AZEK
Azek CO Inc.

Industrials
1.95K
+ 10.89%
$43.39 - $54.86 $84.7K - $107K
19.9K $1.08M
CRK
Comstock Resources Inc

Energy
3.52K
+ 24.16%
$17.12 - $30.74 $60.2K - $108K
18.1K $500K
TOWN
Towne Bank (Va)

Financial Services
5.94K
+ 29.25%
$30.4 - $35.29 $180K - $210K
26.2K $896K
RBCAA
Republic Bancorp Inc

Financial Services
1.78K
+ 23.02%
$60.5 - $74.04 $108K - $132K
9.53K $696K
BAR
Granite Shares Gold Trust

ETFs
5.69K
+ 64.09%
$29.34 - $33.87 $167K - $193K
14.6K $475K
SGOL
Abrdn Gold ETF Trust

ETFs
3.04K
+ 4.94%
$28.39 - $32.75 $86.2K - $99.4K
64.5K $2.03M
GHC
Graham Holdings CO

Consumer Defensive
267
+ 7.46%
$876.56 - $1003.53 $234K - $268K
3.85K $3.64M
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.48K
+ 15.93%
$37.68 - $50.22 $93.4K - $125K
18K $888K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.96K
+ 18.72%
$99.97 - $129.69 $196K - $255K
12.5K $1.3M
FRT
Federal Realty Investment Trust

Real Estate
2.32K
+ 29.41%
$83.56 - $99.08 $194K - $230K
10.2K $969K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
108
+ 1.29%
$170.2 - $211.82 $18.4K - $22.9K
8.47K $1.79M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
276K
+ 806.33%
$0.54 - $0.87 $149K - $240K
310K $216K
IBN
Icici Bank LTD

Financial Services
2.84K
+ 5.95%
$30.16 - $34.39 $85.7K - $97.7K
50.6K $1.7M
BJRI
B Js Restaurants Inc

Consumer Cyclical
2.11K
+ 21.69%
$29.82 - $45.99 $63K - $97.1K
11.8K $528K
HSIC
Henry Schein Inc

Healthcare
1.77K
+ 12.31%
$62.7 - $73.66 $111K - $130K
16.1K $1.18M
SKYT
Sky Water Technology, Inc

Technology
14.1K
+ 69.73%
$5.85 - $10.45 $82.4K - $147K
34.3K $337K
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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