Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOFG
Mid West One Financial Group, Inc.

Financial Services
4.95K
+ 20.88%
$27.63 - $32.79 $137K - $162K
28.7K $849K
URBN
Urban Outfitters Inc

Consumer Cyclical
4.13K
+ 17.85%
$48.81 - $60.44 $202K - $250K
27.3K $1.43M
PDN
Invesco Fd Tr

ETFs
3.14K
+ 11.28%
$31.2 - $34.9 $97.9K - $110K
31K $1.04M
DKNG
Draft Kings Inc.

Consumer Cyclical
12.1K
+ 19.66%
$33.21 - $53.49 $401K - $646K
73.5K $2.44M
SIL
Global X Silver Miners ETF

ETFs
206
+ 1.06%
$31.91 - $40.68 $6.57K - $8.38K
19.6K $774K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.94K
+ 36.41%
$94.5 - $110.71 $183K - $215K
7.26K $697K
EWA
Ishares Msci Australia ETF

ETFs
7.55K
+ 14.05%
$23.02 - $25.66 $174K - $194K
61.3K $1.44M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.69K
+ 5.85%
$58.32 - $65.09 $98.3K - $110K
30.5K $1.84M
CARS
Cars.Com Inc.

Consumer Cyclical
22.7K
+ 134.41%
$11.14 - $18.86 $253K - $428K
39.5K $445K
TWI
Titan International Inc

Industrials
12.5K
+ 42.1%
$6.59 - $9.22 $82.5K - $115K
42.2K $354K
XNCR
Xencor Inc

Healthcare
14.4K
+ 22160.0%
$10.64 - $24.13 $153K - $348K
14.5K $153K
CMC
Commercial Metals CO

Basic Materials
5.6K
+ 18.66%
$43.22 - $53.05 $242K - $297K
35.6K $1.64M
EC
Ecopetrol S.A.

Energy
128
+ 0.22%
$8.22 - $10.94 $1.05K - $1.4K
59.3K $618K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
785
+ 34.98%
$232.04 - $277.41 $182K - $218K
3.03K $720K
NVEC
Nve Corp

Technology
3.04K
+ 122.41%
$63.74 - $86.55 $194K - $263K
5.53K $352K
OVV
Ovintiv Inc.

Energy
1.63K
+ 4.69%
$37.84 - $45.91 $61.8K - $75K
36.4K $1.56M
TTI
Tetra Technologies Inc

Energy
48.7K
+ 77.53%
$3.25 - $4.98 $158K - $242K
111K $374K
EW
Edwards Lifesciences Corp

Healthcare
9.84K
+ 2.7%
$67.95 - $76.19 $669K - $750K
374K $27.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.67K
+ 5.18%
$50.44 - $50.7 $135K - $135K
54.2K $2.75M
SCI
Service Corp International

Consumer Cyclical
1.75K
+ 8.73%
$75.99 - $84.16 $133K - $147K
21.8K $1.75M
LAUR
Laureate Education, Inc.

Consumer Defensive
5.78K
+ 44.12%
$18.04 - $20.97 $104K - $121K
18.9K $386K
FBT
First Trust Nyse Arca Biotechn

ETFs
799
+ 27.97%
$164.86 - $182.19 $132K - $146K
3.66K $621K
ASAN
Asana, Inc.

Technology
10.2K
+ 8756.03%
$12.64 - $24.28 $128K - $247K
10.3K $149K
KURA
Kura Oncology, Inc.

Healthcare
33.1K
+ 96.98%
$6.6 - $9.05 $219K - $300K
67.3K $444K
RJF
Raymond James Financial Inc

Financial Services
5.25K
+ 14.79%
$137.62 - $172.64 $723K - $907K
40.8K $5.66M
WWD
Woodward, Inc.

Industrials
16
+ 0.18%
$171.38 - $195.22 $2.74K - $3.12K
8.9K $1.62M
ACCO
Acco Brands Corp

Industrials
34.9K
+ 5700.16%
$4.19 - $5.65 $146K - $197K
35.5K $148K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.6K
+ 6.8%
$45.62 - $51.12 $72.8K - $81.5K
25K $1.27M
TTMI
Ttm Technologies Inc

Technology
12.8K
+ 46.08%
$20.51 - $26.72 $262K - $341K
40.4K $829K
AWI
Armstrong World Industries Inc

Industrials
1.07K
+ 6.49%
$136.0 - $154.19 $146K - $165K
17.6K $2.48M
ZIP
Ziprecruiter, Inc.

Industrials
24.2K
+ 4021.3%
$5.44 - $8.09 $131K - $196K
24.8K $145K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.72K
+ 4.22%
$17.15 - $21.07 $29.5K - $36.3K
42.5K $850K
MTCH
Match Group, Inc.

Communication Services
5.02K
+ 44.59%
$30.08 - $36.47 $151K - $183K
16.3K $508K
DAN
Dana Inc

Consumer Cyclical
7.24K
+ 30.73%
$11.27 - $16.88 $81.6K - $122K
30.8K $410K
GAB
Gabelli Equity Trust Inc

Financial Services
14.4K
+ 3.22%
$5.36 - $5.67 $77K - $81.4K
461K $2.54M
LBRDK
Liberty Broadband Corp

Communication Services
268
+ 2.41%
$73.49 - $88.64 $19.7K - $23.8K
11.4K $967K
PLAB
Photronics Inc

Technology
8.03K
+ 75.58%
$19.89 - $24.57 $160K - $197K
18.7K $387K
AVNS
Avanos Medical, Inc.

Healthcare
9.74K
+ 543.39%
$13.95 - $17.45 $136K - $170K
11.5K $165K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.43K
+ 45.33%
$32.86 - $38.05 $146K - $169K
14.2K $471K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.77K
+ 17.84%
$186.55 - $250.04 $517K - $693K
18.3K $3.69M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 74.29%
$110.9 - $132.93 $149K - $178K
3.15K $357K
RELY
Remitly Global, Inc.

Technology
8.49K
+ 36.21%
$19.49 - $27.14 $165K - $230K
31.9K $663K
IYE
Ishares Tr

ETFs
702
+ 2.63%
$45.23 - $49.95 $31.8K - $35.1K
27.4K $1.35M
AIT
Applied Industrial Technologies Inc

Industrials
1.49K
+ 10.44%
$218.93 - $269.18 $327K - $402K
15.8K $3.56M
YELP
Yelp Inc

Communication Services
4.71K
+ 18.83%
$33.6 - $41.25 $158K - $194K
29.7K $1.1M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2.15K
+ 21.09%
$54.94 - $69.15 $118K - $149K
12.4K $711K
FCPT
Four Corners Property Trust, Inc.

Real Estate
2.97K
+ 9.94%
$26.26 - $29.31 $78.1K - $87.1K
32.9K $944K
SJNK
Spdr Bloomberg Short Term High

ETFs
5.93K
+ 3.12%
$25.08 - $25.64 $149K - $152K
196K $4.94M
TCBI
Texas Capital Bancshares Inc

Financial Services
2.04K
+ 34.27%
$70.86 - $83.85 $145K - $171K
7.99K $597K
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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