Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KODK
Eastman Kodak CO

Industrials
15.8K
+ 45.54%
$6.15 - $8.08 $96.9K - $127K
50.4K $318K
TREE
Lending Tree, Inc.

Financial Services
454
+ 7.73%
$36.27 - $55.58 $16.5K - $25.2K
6.33K $318K
WD
Walker & Dunlop, Inc.

Financial Services
3.54K
+ 19.81%
$82.09 - $96.76 $291K - $343K
21.4K $1.83M
ARDX
Ardelyx, Inc.

Healthcare
19.3K
+ 120.81%
$4.91 - $6.36 $95K - $123K
35.4K $173K
CBT
Cabot Corp

Basic Materials
2.36K
+ 18.29%
$81.12 - $92.51 $191K - $218K
15.3K $1.27M
CACI
Caci International Inc

Technology
210
+ 8.59%
N/A
2.66K $1.14M
ASND
Ascendis Pharma A/S

Healthcare
166
+ 4.78%
$119.49 - $168.84 $19.8K - $28K
3.64K $566K
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 16.23%
$20.82 - $22.08 $81.1K - $86K
27.9K $599K
PCG
Pg&E Corp

Utilities
33.2K
+ 20.72%
$15.16 - $20.4 $503K - $677K
193K $3.32M
TMCI
Treace Medical Concepts, Inc.

Healthcare
7K
+ 21.93%
$7.3 - $10.54 $51.1K - $73.8K
38.9K $326K
HIMX
Himax Technologies, Inc.

Technology
14.9K
+ 46.91%
$7.2 - $12.85 $107K - $192K
46.7K $343K
USNA
Usana Health Sciences Inc

Consumer Defensive
7.29K
+ 59.97%
$26.26 - $36.39 $191K - $265K
19.4K $524K
ERIC
Ericsson Lm Telephone CO

Technology
11.9K
+ 61.75%
$7.47 - $8.9 $89.1K - $106K
31.2K $242K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
3.61K
+ 35.55%
$29.2 - $32.92 $105K - $119K
13.8K $424K
GNTX
Gentex Corp

Consumer Cyclical
21.1K
+ 28.21%
$23.3 - $28.48 $491K - $600K
95.8K $2.23M
ASLE
Aer Sale Corp

Industrials
11.4K
+ 4574.7%
$6.09 - $8.45 $69.4K - $96.3K
11.6K $87K
AG
First Majestic Silver Corp

Basic Materials
10.8K
+ 88.46%
$5.28 - $7.25 $57K - $78.3K
23K $153K
KTF
Dws Municipal Income Trust

Financial Services
9.12K
+ 59.84%
$9.32 - $9.72 $85K - $88.6K
24.4K $228K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
214
+ 2.56%
$107.24 - $116.37 $22.9K - $24.9K
8.56K $996K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
1.22K
+ 15.02%
$41.32 - $53.16 $50.5K - $64.9K
9.35K $421K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.9K
+ 9.75%
$63.38 - $72.02 $120K - $137K
21.4K $1.4M
EQX
Equinox Gold Corp.

Basic Materials
3.09K
+ 9.07%
$5.09 - $7.16 $15.7K - $22.1K
37.1K $255K
LCII
Lci Industries

Consumer Cyclical
1.77K
+ 40.86%
$87.4 - $110.52 $154K - $195K
6.09K $532K
IPGP
Ipg Photonics Corp

Technology
2.41K
+ 33.69%
$57.86 - $77.8 $140K - $188K
9.57K $604K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.28K
+ 40.06%
$24.6 - $24.99 $80.7K - $81.9K
11.5K $286K
MNRO
Monro, Inc.

Consumer Cyclical
16.2K
+ 110.74%
$14.47 - $24.54 $234K - $396K
30.7K $444K
PSO
Pearson PLC

Communication Services
5.8K
+ 6.2%
$15.45 - $17.75 $89.7K - $103K
99.4K $1.59M
GMRE
Global Medical Reit Inc.

Real Estate
6.03K
+ 20.62%
$7.52 - $9.08 $45.4K - $54.8K
35.3K $308K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.27K
+ 4.34%
$23.24 - $26.16 $29.4K - $33.1K
30.4K $777K
GBX
Greenbrier Companies Inc

Industrials
5.39K
+ 27.11%
$51.22 - $70.7 $276K - $381K
25.3K $1.29M
MAT
Mattel Inc

Consumer Cyclical
2.54K
+ 13.44%
$17.73 - $21.94 $45K - $55.7K
21.4K $416K
REX
Rex American Resources Corp

Basic Materials
2.72K
+ 54.41%
$35.87 - $44.13 $97.7K - $120K
7.73K $290K
SCHL
Scholastic Corp

Communication Services
6.56K
+ 38.63%
$17.86 - $21.89 $117K - $144K
23.5K $444K
EQH
Equitable Holdings, Inc.

Financial Services
261
+ 1.87%
$47.64 - $55.68 $12.4K - $14.5K
14.2K $741K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
2.11K
+ 20.63%
$48.56 - $61.02 $102K - $129K
12.3K $653K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
3.72K
+ 31.7%
$19.12 - $20.71 $71.1K - $77K
15.5K $313K
VNO
Vornado Realty Trust

Real Estate
6.75K
+ 20.21%
$35.4 - $43.26 $239K - $292K
40.2K $1.49M
IAC
Iac/Inter Active Corp

Communication Services
1.19K
+ 12.56%
$41.0 - $50.0 $48.8K - $59.6K
10.7K $490K
CEVA
Ceva Inc

Technology
8.21K
+ 37.33%
$25.61 - $38.44 $210K - $316K
30.2K $773K
DOMO
Domo, Inc.

Technology
10.1K
+ 419.92%
$6.62 - $9.15 $66.7K - $92.2K
12.5K $96K
SLF
Sun Life Financial Inc

Financial Services
3.45K
+ 6.09%
$54.05 - $59.19 $187K - $204K
60.2K $3.44M
AFRM
Affirm Holdings, Inc.

Technology
6.52K
+ 47.79%
$43.7 - $80.98 $285K - $528K
20.1K $910K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
453
+ 1.43%
$41.61 - $44.72 $18.8K - $20.3K
32K $1.39M
INDI
Indie Semiconductor, Inc.

Technology
64.8K
+ 246.43%
$2.04 - $4.66 $132K - $302K
91.1K $185K
VOX
Vanguard Communication Service

ETFs
1.14K
+ 8.34%
$147.73 - $169.24 $168K - $193K
14.8K $2.2M
NVT
N Vent Electric PLC

Industrials
9.34K
+ 35.84%
$52.42 - $75.4 $489K - $704K
35.4K $1.85M
WU
Western Union CO

Financial Services
7.42K
+ 33.66%
$10.24 - $11.62 $76K - $86.2K
29.5K $311K
DX
Dynex Capital Inc

Real Estate
5.56K
+ 35.46%
$12.18 - $14.42 $67.7K - $80.1K
21.2K $276K
TDS
Telephone & Data Systems Inc

Communication Services
198
+ 1.33%
$32.18 - $40.31 $6.37K - $7.98K
15.1K $583K
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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