Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DCOM
Dime Community Bancshares, Inc.

Financial Services
6.69K
+ 53.37%
$24.07 - $28.64 $161K - $192K
19.2K $517K
ROBO
Robo Global Robotics And Autom

ETFs
968
+ 7.29%
$43.89 - $59.78 $42.5K - $57.9K
14.2K $851K
NVMI
Nova Ltd.

Technology
88
+ 5.59%
$162.03 - $275.2 $14.3K - $24.2K
1.66K $457K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
216
+ 1.49%
$91.51 - $113.03 $19.8K - $24.4K
14.7K $1.66M
MITK
Mitek Systems Inc

Technology
14.1K
+ 87.59%
$7.11 - $10.34 $100K - $145K
30.1K $298K
DERM
Journey Medical Corp

Healthcare
21K
+ 178.51%
$5.97 - $8.07 $125K - $169K
32.8K $235K
BRKR
Bruker Corp

Healthcare
4.17K
+ 33.34%
$35.5 - $42.18 $148K - $176K
16.7K $686K
PRG
Prog Holdings, Inc.

Industrials
4.69K
+ 48.17%
$24.02 - $30.31 $113K - $142K
14.4K $423K
ARMK
Aramark

Industrials
2.63K
+ 35.99%
$30.39 - $42.1 $79.8K - $111K
9.92K $415K
OMI
Owens & Minor Inc

Healthcare
17.8K
+ 58.06%
$6.35 - $9.16 $113K - $163K
48.5K $441K
SIVR
Abrdn Silver ETF Trust

ETFs
4.05K
+ 32.66%
$28.36 - $35.37 $115K - $143K
16.5K $566K
FHB
First Hawaiian, Inc.

Financial Services
5.99K
+ 24.16%
$21.14 - $24.96 $127K - $150K
30.8K $768K
KIM
Kimco Realty Corp

Real Estate
8.21K
+ 16.79%
$18.7 - $21.69 $154K - $178K
57.1K $1.2M
VNO
Vornado Realty Trust

Real Estate
2.93K
+ 7.3%
$31.74 - $41.27 $93.1K - $121K
43.1K $1.65M
STLD
Steel Dynamics Inc

Basic Materials
1.65K
+ 5.5%
N/A
31.6K $3.1M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.15K
+ 8.61%
$21.85 - $22.76 $134K - $140K
77.7K $1.77M
DDS
Dillard'S, Inc.

Consumer Cyclical
199
+ 15.13%
$294.77 - $422.75 $58.7K - $84.1K
1.51K $632K
HSC
Harsco Corp

Industrials
22.3K
+ 72.86%
N/A
52.9K $381K
CAE
Cae Inc

Industrials
3.49K
+ 28.13%
$21.06 - $29.27 $73.6K - $102K
15.9K $465K
MTN
Vail Resorts Inc

Consumer Cyclical
1.06K
+ 42.16%
$131.42 - $164.64 $140K - $175K
3.59K $563K
MTDR
Matador Resources CO

Energy
5.31K
+ 19.09%
$36.67 - $52.23 $195K - $277K
33.1K $1.58M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.04K
+ 6.62%
$47.63 - $60.01 $49.3K - $62.1K
16.7K $991K
ATEN
A10 Networks, Inc.

Technology
5.7K
+ 36.0%
$14.89 - $19.35 $84.8K - $110K
21.5K $416K
UVV
Universal Corp

Consumer Defensive
2.37K
+ 25.71%
$50.84 - $65.39 $121K - $155K
11.6K $675K
FRME
First Merchants Corp

Financial Services
6.48K
+ 15.26%
$34.13 - $40.19 $221K - $260K
48.9K $1.87M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
125K
+ 245.87%
$0.91 - $1.45 $114K - $181K
176K $217K
TSEM
Tower Semiconductor LTD

Technology
2.08K
+ 23.87%
$29.65 - $43.8 $61.6K - $90.9K
10.8K $467K
FMNB
Farmers National Banc Corp

Financial Services
9.21K
+ 23.11%
$11.92 - $13.89 $110K - $128K
49.1K $676K
RAMP
Live Ramp Holdings, Inc.

Technology
1.14K
+ 6.72%
$23.55 - $33.5 $26.8K - $38.2K
18.1K $597K
KEX
Kirby Corp

Industrials
630
+ 9.34%
$87.32 - $114.99 $55K - $72.4K
7.37K $836K
STWD
Starwood Property Trust, Inc.

Real Estate
7.14K
+ 18.02%
$17.28 - $20.41 $123K - $146K
46.8K $938K
SJW
Sjw Group

Utilities
3.46K
+ 40.19%
$50.1 - $56.8 $173K - $196K
12.1K $625K
ONON
On Holding Ag

Consumer Cyclical
69
+ 0.37%
$37.65 - $60.68 $2.6K - $4.19K
18.5K $964K
AGNC
Agnc Investment Corp.

Real Estate
25.2K
+ 12.45%
$8.12 - $9.49 $205K - $239K
228K $2.09M
BCH
Bank Of Chile

Financial Services
3.28K
+ 24.75%
$24.36 - $31.69 $79.8K - $104K
16.5K $502K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3.76K
+ 28.85%
$23.18 - $30.7 $87.2K - $115K
16.8K $476K
FRSH
Freshworks Inc.

Technology
5.91K
+ 7.52%
$12.07 - $15.98 $71.3K - $94.4K
84.4K $1.26M
ARKQ
Ark Autonomous Technology & Ro

ETFs
543
+ 12.16%
$58.8 - $89.17 $31.9K - $48.4K
5.01K $446K
ADT
Adt Inc.

Industrials
16.8K
+ 71.32%
$7.54 - $8.6 $126K - $144K
40.3K $341K
RNA
Avidity Biosciences, Inc.

Healthcare
6.6K
+ 20.2%
$24.08 - $36.24 $159K - $239K
39.3K $1.11M
MTX
Minerals Technologies Inc

Basic Materials
3.29K
+ 92.38%
$50.93 - $63.06 $167K - $207K
6.85K $376K
CTKB
Cytek Biosciences, Inc.

Healthcare
45.7K
+ 455.38%
$2.42 - $3.99 $110K - $182K
55.7K $189K
METV
Listed Fds Tr Roundhill Ball M

ETFs
4.31K
+ 20.24%
$11.59 - $17.03 $50K - $73.4K
25.6K $436K
HIMX
Himax Technologies, Inc.

Technology
8.41K
+ 18.0%
$5.89 - $9.44 $49.5K - $79.4K
55.1K $492K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
3.18K
+ 7.06%
$22.63 - $26.95 $72K - $85.7K
48.3K $1.3M
MSGS
Madison Square Garden Sports Corp.

Communication Services
471
+ 13.46%
$175.61 - $208.95 $82.7K - $98.4K
3.97K $829K
BR
Broadridge Financial Solutions, Inc.

Technology
551
+ 2.18%
$217.22 - $246.25 $120K - $136K
25.8K $6.27M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
20.2K
+ 2.38%
$10.78 - $11.28 $218K - $228K
870K $9.68M
VTHR
Vanguard Russell 3000 ETF

ETFs
184
+ 4.86%
$218.71 - $272.75 $40.2K - $50.2K
3.97K $1.08M
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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