Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAR
Par Technology Corp

Technology
1.32K
+ 10.55%
$50.87 - $69.82 $67K - $92K
13.8K $957K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
8.75K
+ 11.3%
$6.41 - $11.19 $56.1K - $97.9K
86.2K $772K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
6.5K
+ 63.62%
$28.18 - $29.22 $183K - $190K
16.7K $488K
FNV
Franco Nevada Corp

Basic Materials
589
+ 4.0%
$143.04 - $178.17 $84.3K - $105K
15.3K $2.51M
RLAY
Relay Therapeutics, Inc.

Healthcare
49.5K
+ 214.13%
$2.0 - $3.49 $99K - $173K
72.6K $251K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
7.69K
+ 56.3%
$23.61 - $24.24 $182K - $186K
21.3K $517K
AVIV
American Centy ETF Tr Avantis
18
+ 0.05%
$50.27 - $62.84 $905 - $1.13K
33.9K $2.11M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
64
+ 2.06%
$160.63 - $257.78 $10.3K - $16.5K
3.17K $812K
FINX
Global X Fds Fintech ETF (De)

ETFs
4K
+ 52.19%
$24.27 - $34.22 $97.1K - $137K
11.7K $399K
MTCH
Match Group, Inc.

Communication Services
6.23K
+ 38.21%
$27.03 - $31.93 $168K - $199K
22.5K $695K
RELY
Remitly Global, Inc.

Technology
13.4K
+ 42.02%
$18.65 - $24.49 $250K - $328K
45.3K $850K
ENIC
Enel Chile S.A.

Utilities
32.6K
+ 17.33%
$2.89 - $3.97 $94.3K - $130K
221K $801K
SAIC
Science Applications International Corp

Technology
1.55K
+ 5.56%
$100.22 - $123.41 $156K - $192K
29.5K $3.32M
CMA
Comerica Inc

Financial Services
2.81K
+ 9.59%
$50.42 - $59.65 $141K - $167K
32.1K $1.91M
SM
Sm Energy CO

Energy
20.5K
+ 33.33%
$20.39 - $30.52 $418K - $626K
82K $2.03M
HIW
Highwoods Properties, Inc.

Real Estate
3.81K
+ 8.4%
$25.31 - $31.85 $96.5K - $121K
49.2K $1.53M
HNDL
Strategy Shs

ETFs
6.92K
+ 11.95%
$19.2 - $21.66 $133K - $150K
64.8K $1.4M
TRC
Tejon Ranch CO

Industrials
9.56K
+ 52.8%
$15.16 - $17.3 $145K - $165K
27.7K $469K
E
Eni Spa

Energy
1.94K
+ 2.42%
$25.19 - $32.93 $48.8K - $63.9K
81.9K $2.66M
NYT
New York Times CO

Communication Services
2.04K
+ 19.13%
$45.37 - $57.12 $92.3K - $116K
12.7K $709K
SIL
Global X Silver Miners ETF

ETFs
236
+ 1.2%
$33.97 - $49.02 $8.02K - $11.6K
19.9K $956K
WPC
W. P. Carey Inc.

Real Estate
3.88K
+ 4.63%
$56.12 - $64.53 $218K - $250K
87.6K $5.46M
FCBC
First Community Bankshares Inc

Financial Services
4.09K
+ 28.97%
$35.38 - $40.02 $145K - $164K
18.2K $713K
UUUU
Energy Fuels Inc

Energy
19.3K
+ 56.87%
$3.44 - $5.9 $66.5K - $114K
53.3K $306K
CLDX
Celldex Therapeutics, Inc.

Healthcare
6.23K
+ 26.33%
$15.13 - $21.65 $94.3K - $135K
29.9K $608K
PWB
Invesco Exchange Traded Fd Tr

ETFs
185
+ 2.55%
$86.24 - $117.44 $16K - $21.7K
7.45K $874K
OXM
Oxford Industries Inc

Consumer Cyclical
7.25K
+ 114.82%
$37.26 - $60.9 $270K - $442K
13.6K $546K
HCI
Hci Group, Inc.

Financial Services
139
+ 0.27%
$137.07 - $171.28 $19.1K - $23.8K
52.2K $7.94M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.97K
+ 28.1%
$30.96 - $40.6 $91.9K - $121K
13.5K $546K
GCI
Gannett Co., Inc.

Communication Services
41.7K
+ 110.9%
$2.64 - $3.71 $110K - $155K
79.3K $283K
ZD
Ziff Davis, Inc.

Communication Services
7.98K
+ 87.48%
$29.53 - $38.63 $236K - $308K
17.1K $517K
PRTA
Prothena Corp Public LTD CO

Healthcare
39.9K
+ 373.05%
$4.58 - $12.14 $183K - $484K
50.6K $306K
QFIN
360 Digi Tech, Inc.

Financial Services
5.57K
+ 12.8%
$35.33 - $46.05 $197K - $257K
49.1K $2.13M
BBSI
Barrett Business Services Inc

Industrials
4.09K
+ 71.75%
$38.05 - $42.61 $155K - $174K
9.78K $407K
NRZ
New Residential Investment Corp.

Real Estate
23.8K
+ 36.74%
N/A
88.5K $641K
PSA
Public Storage

Real Estate
1.07K
+ 4.44%
$266.31 - $309.77 $284K - $331K
25.1K $7.37M
ASR
Southeast Airport Group

Industrials
255
+ 12.6%
$253.25 - $347.82 $64.6K - $88.7K
2.28K $726K
GTES
Gates Industrial Corp PLC

Industrials
5.4K
+ 53.87%
$15.56 - $23.13 $84.1K - $125K
15.4K $355K
BTBT
Bit Digital, Inc

Financial Services
61.9K
+ 29.3%
$1.73 - $2.69 $107K - $166K
273K $597K
GFL
Gfl Environmental Inc.

Industrials
2.15K
+ 7.41%
$42.93 - $51.58 $92.4K - $111K
31.2K $1.57M
OLO
Olo Inc.

Technology
8.64K
+ 26.3%
$5.84 - $9.7 $50.5K - $83.8K
41.5K $369K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
806
+ 12.49%
$101.11 - $126.55 $81.5K - $102K
7.26K $917K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
435
+ 7.81%
$162.37 - $200.76 $70.6K - $87.3K
6.01K $1.13M
CZA
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 39.71%
$90.93 - $106.67 $136K - $160K
5.28K $562K
IMVT
Immunovant, Inc.

Healthcare
6.18K
+ 21.15%
N/A
35.4K $972K
WULF
Terawulf Inc.

Financial Services
33.3K
+ 232.21%
$2.24 - $4.53 $74.6K - $151K
47.7K $208K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.35K
+ 20.78%
$78.57 - $89.09 $264K - $299K
19.5K $1.56M
BFST
Business First Bancshares, Inc.

Financial Services
6.58K
+ 32.76%
$21.5 - $24.92 $142K - $164K
26.7K $657K
KRG
Kite Realty Group Trust

Real Estate
7.19K
+ 39.11%
$19.53 - $23.3 $140K - $168K
25.6K $579K
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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