Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATKR
Atkore Inc.

Industrials
6.62K
+ 58.67%
$58.89 - $88.18 $390K - $583K
17.9K $1.07M
AKBA
Akebia Therapeutics, Inc.

Healthcare
63.4K
+ 38.1%
$1.69 - $2.84 $107K - $180K
230K $440K
JHMM
John Hancock Multifactor Mid C

ETFs
2.44K
+ 69.1%
$55.69 - $63.12 $136K - $154K
5.96K $341K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.78K
+ 21.07%
$185.73 - $221.19 $331K - $395K
10.3K $1.91M
DVAX
Dynavax Technologies Corp

Healthcare
8.82K
+ 11.07%
$12.39 - $14.4 $109K - $127K
88.6K $1.15M
HAP
Vaneck ETF Tr Natural Resource

ETFs
2.05K
+ 30.67%
$45.93 - $50.37 $94.2K - $103K
8.73K $434K
NWE
Northwestern Corp

Utilities
1.55K
+ 17.59%
$51.11 - $57.87 $79.3K - $89.8K
10.4K $600K
WING
Wingstop Inc.

Consumer Cyclical
960
+ 63.96%
$207.0 - $311.93 $199K - $299K
2.46K $555K
FNA
Paragon 28, Inc.

Healthcare
5K
+ 21.17%
$10.25 - $13.09 $51.3K - $65.5K
28.6K $373K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.12K
+ 20.72%
$218.17 - $305.86 $245K - $343K
6.54K $1.45M
AMSF
Amerisafe Inc

Financial Services
2.92K
+ 16.92%
N/A
20.1K $882K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.5K
+ 15.53%
$157.11 - $206.52 $392K - $516K
18.6K $3.12M
GSHD
Goosehead Insurance, Inc.

Financial Services
893
+ 44.47%
$98.59 - $123.84 $88K - $111K
2.9K $342K
BHB
Bar Harbor Bankshares

Financial Services
4.97K
+ 27.3%
$29.04 - $33.44 $144K - $166K
23.2K $683K
TIMB
Tim S.A.

Communication Services
4.16K
+ 26.77%
$11.42 - $15.65 $47.5K - $65.1K
19.7K $308K
OTTR
Otter Tail Corp

Utilities
904
+ 11.42%
$72.43 - $83.38 $65.5K - $75.4K
8.82K $708K
PTC
Ptc Inc.

Technology
2.01K
+ 31.12%
$153.3 - $193.48 $308K - $389K
8.47K $1.31M
IBRX
Immunity Bio, Inc.

Healthcare
38.1K
+ 203.47%
$2.32 - $3.9 $88.3K - $149K
56.8K $170K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1.35K
+ 23.39%
$94.63 - $114.82 $128K - $155K
7.12K $712K
SIVR
Abrdn Silver ETF Trust

ETFs
2.26K
+ 22.32%
$28.07 - $32.82 $63.6K - $74.3K
12.4K $403K
SYNA
Synaptics Inc

Technology
4.04K
+ 37.15%
$61.71 - $87.87 $249K - $355K
14.9K $950K
EGY
Vaalco Energy Inc

Energy
35.8K
+ 153.32%
$3.71 - $4.74 $133K - $170K
59.2K $222K
CBNK
Capital Bancorp Inc

Financial Services
4.25K
+ 43.34%
$26.76 - $32.36 $114K - $138K
14.1K $398K
UVV
Universal Corp

Consumer Defensive
1.96K
+ 26.96%
$49.67 - $56.43 $97.3K - $111K
9.23K $517K
NWSA
News Corp

Communication Services
4.91K
+ 11.04%
$26.29 - $30.49 $129K - $150K
49.4K $1.34M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.99K
+ 5.41%
$27.47 - $30.62 $54.6K - $60.9K
38.7K $1.15M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.6K
+ 12.13%
$67.41 - $69.37 $108K - $111K
14.8K $1.02M
AQN
Algonquin Power & Utilities Corp.

Utilities
14.6K
+ 22.66%
$4.27 - $5.19 $62.3K - $75.7K
78.9K $405K
GPI
Group 1 Automotive Inc

Consumer Cyclical
779
+ 17.17%
$375.96 - $484.08 $293K - $377K
5.32K $2.03M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.19K
+ 4.83%
$50.72 - $50.92 $111K - $112K
47.6K $2.42M
ZI
Zoom Info Technologies Inc.

Technology
12.8K
+ 64.91%
$9.43 - $12.01 $121K - $154K
32.6K $326K
FINX
Global X Fds Fintech ETF (De)

ETFs
4.65K
+ 153.99%
$27.43 - $33.5 $127K - $156K
7.66K $211K
EMLP
First Tr Exchange Traded Iv

ETFs
2.72K
+ 36.9%
$35.79 - $38.28 $97.4K - $104K
10.1K $378K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.86K
+ 37.49%
$102.72 - $143.06 $294K - $409K
10.5K $1.1M
SMR
Nuscale Power Corp

Industrials
10.8K
+ 104.42%
$14.16 - $29.08 $152K - $313K
21.1K $298K
PYCR
Paycor Hcm, Inc.

Technology
616
+ 2.36%
$18.34 - $22.86 $11.3K - $14.1K
26.7K $598K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
442
+ 121.76%
$246.3 - $299.62 $109K - $132K
805 $211K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
20.7K
+ 11073.8%
$5.42 - $9.22 $112K - $191K
20.9K $113K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.59K
+ 13.27%
$99.42 - $126.15 $257K - $326K
22.1K $2.34M
GSL
Global Ship Lease, Inc.

Industrials
4.28K
+ 29.17%
$21.1 - $23.88 $90.2K - $102K
18.9K $432K
MCHP
Microchip Technology Inc

Technology
25.3K
+ 20.31%
$48.41 - $64.3 $1.23M - $1.63M
150K $7.27M
TRC
Tejon Ranch CO

Industrials
7.06K
+ 64.0%
$15.02 - $16.47 $106K - $116K
18.1K $286K
BGS
B&G Foods, Inc.

Consumer Defensive
16.2K
+ 63.21%
$5.62 - $7.87 $91.2K - $128K
41.9K $287K
GNK
Genco Shipping & Trading LTD

Industrials
8.84K
+ 80.51%
$13.16 - $14.85 $116K - $131K
19.8K $264K
AZZ
Azz Inc

Industrials
1.15K
+ 12.9%
$82.13 - $99.01 $94.1K - $113K
10K $838K
OMAB
Central North Airport Group

Industrials
637
+ 10.55%
$69.07 - $83.17 $44K - $53K
6.67K $524K
HLIT
Harmonic Inc

Technology
11.5K
+ 10728.04%
$9.42 - $13.55 $108K - $156K
11.6K $111K
NDAQ
Nasdaq, Inc.

Financial Services
2.53K
+ 4.46%
$72.17 - $83.76 $182K - $212K
59.3K $4.5M
SLAB
Silicon Laboratories Inc.

Technology
1.87K
+ 21.67%
$112.57 - $158.7 $211K - $297K
10.5K $1.18M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email