Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KROS
Keros Therapeutics, Inc.

Healthcare
6.95K
+ 40.21%
$9.55 - $15.11 $66.4K - $105K
24.2K $323K
WTTR
Select Energy Services, Inc.

Energy
19.6K
+ 163.96%
$7.3 - $10.83 $143K - $212K
31.5K $272K
ACI
Albertsons Companies, Inc.

Consumer Defensive
7.72K
+ 18.97%
$19.94 - $22.91 $154K - $177K
48.4K $1.04M
FOUR
Shift4 Payments, Inc.

Technology
799
+ 20.58%
$72.5 - $99.11 $57.9K - $79.2K
4.68K $463K
KIND
Nextdoor Holdings, Inc.

Communication Services
83.7K
+ 165.04%
$1.36 - $1.66 $114K - $139K
134K $223K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
57K
+ 568.2%
$2.57 - $4.95 $147K - $282K
67.1K $195K
NLOK
Norton Life Lock Inc.

Technology
6.74K
+ 9.88%
N/A
74.9K $1.61M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
781
+ 28.78%
$103.49 - $133.44 $80.8K - $104K
3.5K $460K
FUBO
Fubo Tv Inc.

Communication Services
15.6K
+ 17.26%
$2.42 - $3.86 $37.8K - $60.2K
106K $409K
AVB
Avalonbay Communities Inc

Real Estate
1.29K
+ 12.14%
$187.23 - $215.61 $242K - $279K
11.9K $2.43M
FLJP
Franklin Templeton ETF Tr

ETFs
3.87K
+ 54.76%
$26.35 - $32.28 $102K - $125K
10.9K $351K
ODP
Odp Corp

Consumer Cyclical
4.66K
+ 30.36%
$12.08 - $19.08 $56.2K - $88.8K
20K $362K
GAB
Gabelli Equity Trust Inc

Financial Services
116
+ 0.03%
$4.97 - $5.87 $577 - $681
461K $2.68M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
10.4K
+ 28.98%
$6.26 - $9.51 $65.2K - $99.1K
46.4K $399K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.44K
+ 35.37%
$99.1 - $99.49 $142K - $143K
5.5K $546K
SWBI
Smith & Wesson Brands, Inc.

Industrials
16.9K
+ 136.15%
$8.48 - $10.88 $144K - $184K
29.4K $255K
TDC
Teradata Corp

Technology
6.31K
+ 52.79%
$19.2 - $23.59 $121K - $149K
18.3K $407K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
4.59K
+ 38.43%
$28.45 - $33.08 $131K - $152K
16.5K $527K
BB
Blackberry LTD

Technology
24.9K
+ 87.47%
$2.87 - $4.87 $71.5K - $121K
53.4K $244K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
5.7K
+ 41.98%
N/A
19.3K $463K
HAE
Haemonetics Corp

Healthcare
335
+ 3.28%
$56.04 - $74.77 $18.8K - $25K
10.5K $785K
IYC
Ishares U.S. Consumer Discreti

ETFs
352
+ 3.95%
$79.19 - $99.64 $27.9K - $35.1K
9.26K $922K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.55K
+ 11.22%
$32.11 - $38.21 $82K - $97.6K
25.3K $960K
EBF
Ennis, Inc.

Industrials
11.8K
+ 28.87%
$17.27 - $20.22 $204K - $239K
52.8K $958K
CRAI
Cra International, Inc.

Industrials
439
+ 11.79%
$160.48 - $195.43 $70.5K - $85.8K
4.16K $779K
AM
Antero Midstream Corp

Energy
1.36K
+ 1.2%
$15.88 - $18.99 $21.6K - $25.8K
115K $2.18M
CFFN
Capitol Federal Financial, Inc.

Financial Services
15.6K
+ 20.14%
$5.03 - $6.1 $78.7K - $95.5K
93.3K $569K
BGS
B&G Foods, Inc.

Consumer Defensive
57.7K
+ 137.7%
$4.02 - $7.07 $232K - $408K
99.6K $421K
DXC
Dxc Technology CO

Technology
9.97K
+ 83.86%
$14.03 - $17.63 $140K - $176K
21.9K $334K
TTC
Toro CO

Industrials
2.32K
+ 15.27%
$63.51 - $77.8 $147K - $180K
17.5K $1.24M
ENVX
Enovix Corp

Industrials
3.82K
+ 12.45%
$5.46 - $10.53 $20.8K - $40.2K
34.5K $356K
CNHI
Cnh Industrial N.V.

Industrials
12.5K
+ 24.52%
N/A
63.4K $660K
PDFS
Pdf Solutions Inc

Technology
2.15K
+ 5.86%
$16.41 - $21.44 $35.2K - $46K
38.7K $828K
AMH
American Homes 4 Rent

Real Estate
4.25K
+ 29.59%
$32.8 - $39.31 $139K - $167K
18.6K $670K
NNOX
Nano X Imaging Ltd.

Healthcare
22K
+ 26.09%
$4.1 - $5.71 $90.2K - $126K
106K $549K
MGPI
Mgp Ingredients Inc

Consumer Defensive
3.89K
+ 21.19%
$26.51 - $33.56 $103K - $131K
22.3K $667K
OUNZ
Van Eck Merk Gold Trust

ETFs
659
+ 1.08%
$28.68 - $33.09 $18.9K - $21.8K
61.7K $1.97M
AB
Alliancebernstein Holding L.P.

Financial Services
2.39K
+ 19.5%
$33.0 - $41.77 $79K - $100K
14.7K $598K
GPS
Gap Inc

Consumer Cyclical
6.29K
+ 34.38%
N/A
24.6K $495K
NTST
Netstreit Corp.

Real Estate
6.55K
+ 44.26%
$14.61 - $16.95 $95.7K - $111K
21.4K $361K
XPEL
Xpel, Inc.

Consumer Cyclical
2.05K
+ 24.92%
$24.72 - $38.85 $50.7K - $79.6K
10.3K $368K
FCPT
Four Corners Property Trust, Inc.

Real Estate
6.9K
+ 20.98%
$26.06 - $28.7 $180K - $198K
39.8K $1.07M
FYBR
Frontier Communications Parent, Inc.

Communication Services
3.25K
+ 21.66%
$35.51 - $36.83 $115K - $120K
18.3K $664K
MGEE
Mge Energy Inc

Utilities
1.83K
+ 23.09%
$86.85 - $93.48 $159K - $171K
9.78K $864K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.42K
+ 2.87%
$24.63 - $29.39 $34.9K - $41.7K
50.8K $1.47M
RDN
Radian Group Inc

Financial Services
2.38K
+ 17.97%
$30.48 - $36.53 $72.6K - $87K
15.6K $563K
WHR
Whirlpool Corp

Consumer Cyclical
157
+ 1.63%
$75.71 - $101.42 $11.9K - $15.9K
9.78K $991K
TIMB
Tim S.A.

Communication Services
1.81K
+ 9.21%
$14.45 - $20.11 $26.2K - $36.5K
21.5K $432K
CRI
Carters Inc

Consumer Cyclical
7.64K
+ 77.2%
$29.83 - $42.12 $228K - $322K
17.5K $528K
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
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