Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTV
Fortive Corp

Technology
2.27K
+ 7.15%
$71.82 - $82.98 $163K - $188K
34K $2.49M
REAX
Real Brokerage Inc

Real Estate
42.3K
+ 36.68%
$4.06 - $5.51 $172K - $233K
157K $639K
TROX
Tronox Holdings PLC

Basic Materials
20.8K
+ 166.95%
$6.82 - $10.37 $142K - $216K
33.3K $234K
SJT
San Juan Basin Royalty Trust

Energy
3.44K
+ 6.56%
$3.78 - $5.63 $13K - $19.4K
56K $309K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
5.71K
+ 62.8%
$27.8 - $39.18 $159K - $224K
14.8K $411K
PDI
Pimco Dynamic Income Fund

Financial Services
3.47K
+ 12.93%
$18.51 - $20.05 $64.2K - $69.5K
30.3K $599K
CXM
Sprinklr, Inc.

Technology
13K
+ 68.5%
$8.08 - $9.42 $105K - $123K
32K $267K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
872
+ 34.89%
$141.31 - $175.89 $123K - $153K
3.37K $485K
EBND
Spdr Bloomberg Emerging Market

ETFs
4.6K
+ 20.68%
$19.47 - $20.36 $89.6K - $93.7K
26.9K $539K
SNX
Td Synnex Corp

Technology
2.22K
+ 23.44%
$103.96 - $144.69 $230K - $321K
11.7K $1.21M
AMPS
Altus Power, Inc.

Utilities
17.8K
+ 103.19%
$3.31 - $4.96 $58.9K - $88.3K
35.1K $173K
CWEN
Clearway Energy, Inc.

Utilities
865
+ 4.85%
$24.63 - $30.42 $21.3K - $26.3K
18.7K $566K
EVTC
Evertec, Inc.

Technology
56
+ 0.13%
$31.79 - $37.92 $1.78K - $2.12K
44.9K $1.65M
VIV
Telefonica Brasil S.A.

Communication Services
3.22K
+ 5.08%
$7.5 - $9.4 $24.1K - $30.2K
66.5K $580K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.51K
+ 4.91%
$49.67 - $51.43 $74.8K - $77.5K
32.2K $1.65M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
2.81K
+ 33.61%
$52.02 - $61.53 $146K - $173K
11.2K $580K
UHS
Universal Health Services Inc

Healthcare
171
+ 2.08%
$163.99 - $193.27 $28K - $33K
8.39K $1.58M
TAP
Molson Coors Beverage CO

Consumer Defensive
413
+ 1.89%
$52.44 - $62.91 $21.7K - $26K
22.3K $1.36M
AMN
Amn Healthcare Services Inc

Healthcare
3.9K
+ 31.29%
$23.07 - $28.1 $90K - $110K
16.4K $400K
LAND
Gladstone Land Corp

Real Estate
10.3K
+ 40.78%
$10.4 - $11.84 $107K - $122K
35.7K $375K
PZZA
Papa Johns International Inc

Consumer Cyclical
2.46K
+ 19.73%
$36.01 - $51.28 $88.6K - $126K
14.9K $613K
POWI
Power Integrations Inc

Technology
7.26K
+ 30.64%
$50.5 - $66.7 $367K - $484K
30.9K $1.56M
MTZ
Mastec Inc

Industrials
1.48K
+ 39.73%
$108.66 - $160.79 $160K - $237K
5.19K $605K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
15.8K
+ 36.55%
$6.04 - $6.31 $95.3K - $99.6K
58.9K $360K
PAVE
Global X Fds Us Infrastructure

ETFs
7.1K
+ 11.34%
$37.31 - $43.82 $265K - $311K
69.7K $2.63M
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.01K
+ 31.29%
$105.14 - $122.23 $106K - $124K
4.25K $446K
FCOM
Fidelity Covington Tr Msci Com

ETFs
2K
+ 36.64%
$55.97 - $64.13 $112K - $128K
7.44K $418K
DIV
Global X Superdividend Us ETF

ETFs
5.77K
+ 53.97%
N/A
16.5K $282K
MLPX
Global X Mlp & Energy Infrastr

ETFs
918
+ 7.56%
$59.6 - $67.2 $54.7K - $61.7K
13.1K $832K
USO
United States Oil Fund, LP

ETFs
1.08K
+ 12.76%
$70.89 - $84.34 $76.6K - $91.2K
9.55K $738K
MSA
Msa Safety Inc

Industrials
986
+ 40.23%
$146.69 - $166.47 $145K - $164K
3.44K $504K
ORA
Ormat Technologies, Inc.

Utilities
845
+ 6.75%
$62.47 - $72.93 $52.8K - $61.6K
13.4K $945K
BTG
B2 Gold Corp

Basic Materials
21.2K
+ 23.45%
$2.3 - $3.3 $48.9K - $70.1K
112K $318K
ATEC
Alphatec Holdings, Inc.

Healthcare
4.39K
+ 8.01%
$9.06 - $12.53 $39.8K - $55K
59.2K $600K
PBF
Pbf Energy Inc.

Energy
19.5K
+ 52.94%
$18.97 - $31.31 $370K - $611K
56.4K $1.08M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.64K
+ 8.12%
$25.12 - $26.05 $117K - $121K
61.8K $1.56M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
997
+ 15.26%
$47.66 - $57.45 $47.5K - $57.3K
7.53K $409K
AAL
American Airlines Group Inc.

Industrials
8.51K
+ 3.64%
N/A
242K $2.68M
BSAC
Banco Santander Chile

Financial Services
2.03K
+ 16.74%
$18.24 - $23.57 $37K - $47.8K
14.2K $322K
PRCT
Procept Bio Robotics Corp

Healthcare
5.21K
+ 55.31%
$56.03 - $88.57 $292K - $461K
14.6K $852K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
689
+ 34.02%
$96.27 - $116.36 $66.3K - $80.2K
2.71K $315K
BASE
Couchbase, Inc.

Technology
5.74K
+ 41.11%
$13.17 - $19.14 $75.5K - $110K
19.7K $310K
SGH
Smart Global Holdings, Inc.

Technology
5.39K
+ 31.68%
N/A
22.4K $387K
TOST
Toast, Inc.

Technology
5.69K
+ 19.33%
$32.61 - $41.98 $186K - $239K
35.1K $1.17M
UNF
Unifirst Corp

Industrials
464
+ 11.53%
$169.33 - $230.5 $78.6K - $107K
4.49K $780K
AGNC
Agnc Investment Corp.

Real Estate
1.92K
+ 0.96%
$9.12 - $10.54 $17.5K - $20.2K
203K $1.94M
ARVN
Arvinas, Inc.

Healthcare
14.1K
+ 2098.52%
$7.02 - $20.5 $99.3K - $290K
14.8K $104K
ENIC
Enel Chile S.A.

Utilities
6.48K
+ 3.57%
$2.85 - $3.47 $18.5K - $22.5K
188K $615K
VMEO
Vimeo, Inc.

Technology
20.1K
+ 157.43%
$5.26 - $6.93 $106K - $140K
32.9K $173K
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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