Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JBI
Janus International Group, Inc.

Industrials
11.4K
+ 33.86%
$6.95 - $9.11 $79.3K - $104K
45.1K $324K
CURV
Torrid Holdings Inc.

Consumer Cyclical
13.4K
+ 110.16%
$4.79 - $7.06 $64.4K - $94.9K
25.7K $140K
ALV
Autoliv Inc

Consumer Cyclical
1.11K
+ 27.52%
$87.68 - $102.7 $97K - $114K
5.13K $453K
FDN
First Tr Fd Dow Jones

ETFs
2.3K
+ 11.11%
$221.38 - $266.86 $510K - $615K
23K $5.12M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.96K
+ 4.64%
$32.57 - $35.82 $129K - $142K
89.4K $2.96M
SDGR
Schrodinger, Inc.

Healthcare
3.3K
+ 14.48%
$18.69 - $26.15 $61.7K - $86.3K
26.1K $515K
TXG
10x Genomics, Inc.

Healthcare
17.1K
+ 132.26%
$8.73 - $16.31 $149K - $278K
30K $261K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
340
+ 17.01%
$110.55 - $130.35 $37.6K - $44.3K
2.34K $297K
IBDV
Ishares Tr

Technology
3.13K
+ 14.89%
$21.11 - $21.73 $66K - $67.9K
24.1K $523K
LXP
Lxp Industrial Trust

Real Estate
6.13K
+ 15.86%
$7.72 - $9.22 $47.3K - $56.5K
44.8K $387K
BTBT
Bit Digital, Inc

Financial Services
91K
+ 75.68%
$2.02 - $3.88 $184K - $353K
211K $426K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
57.5K
+ 276.83%
$1.39 - $2.05 $80K - $118K
78.3K $108K
SAND
Sandstorm Gold LTD

Basic Materials
4.55K
+ 23.35%
$5.54 - $7.65 $25.2K - $34.8K
24K $181K
NSA
National Storage Affiliates Trust

Real Estate
1.52K
+ 17.91%
$35.92 - $39.59 $54.7K - $60.3K
10K $394K
XPO
Xpo Logistics, Inc.

Industrials
2.03K
+ 32.79%
$106.12 - $148.16 $215K - $301K
8.22K $883K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.13K
+ 5.3%
$157.71 - $180.77 $178K - $204K
22.4K $3.59M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
5.4K
+ 18.31%
N/A
34.9K $468K
MBWM
Mercantile Bank Corp

Financial Services
2.14K
+ 10.21%
$41.69 - $51.79 $89K - $111K
23.1K $1M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
4.2K
+ 23.34%
$19.28 - $22.3 $81K - $93.7K
22.2K $428K
RNW
Re New Energy Global PLC

Utilities
14.4K
+ 93.46%
$5.82 - $6.95 $84K - $100K
29.9K $176K
GMED
Globus Medical Inc

Healthcare
1.93K
+ 25.78%
$69.68 - $93.32 $135K - $180K
9.44K $690K
UDR
Udr, Inc.

Real Estate
749
+ 3.65%
$40.09 - $46.04 $30K - $34.5K
21.3K $960K
ATRC
Atri Cure, Inc.

Healthcare
1.56K
+ 13.29%
$30.4 - $42.4 $47.4K - $66.1K
13.3K $428K
FYX
First Tr Small Cap Core Alphad

ETFs
1.23K
+ 32.8%
$89.26 - $104.61 $110K - $129K
4.98K $449K
OGN
Organon & Co.

Healthcare
4.92K
+ 5.83%
$14.29 - $16.41 $70.2K - $80.7K
89.2K $1.33M
RF
Regions Financial Corp

Financial Services
20K
+ 9.8%
$20.84 - $24.77 $418K - $496K
225K $4.88M
XRX
Xerox Holdings Corp

Technology
31.6K
+ 138.7%
$4.83 - $9.84 $153K - $311K
54.4K $262K
NJR
New Jersey Resources Corp

Utilities
272
+ 1.17%
$45.25 - $49.37 $12.3K - $13.4K
23.6K $1.16M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.24K
+ 17.3%
$61.55 - $71.27 $138K - $160K
15.2K $949K
MYRG
Myr Group Inc.

Industrials
2.54K
+ 41.44%
$106.08 - $157.33 $269K - $399K
8.67K $980K
BELFB
Bel Fuse Inc.

Technology
1.82K
+ 20.36%
$73.55 - $86.91 $134K - $158K
10.8K $805K
EPAM
Epam Systems, Inc.

Technology
363
+ 4.58%
N/A
8.29K $1.54M
BCH
Bank Of Chile

Financial Services
776
+ 6.23%
$22.15 - $28.49 $17.2K - $22.1K
13.2K $350K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
94
+ 1.72%
$160.89 - $187.27 $15.1K - $17.6K
5.57K $963K
USA
Liberty All Star Equity Fund

Financial Services
14.4K
+ 20.91%
$6.41 - $7.32 $92.1K - $105K
83K $543K
NEXT
Next Decade Corp.

Energy
8.5K
+ 80.74%
$6.75 - $9.43 $57.3K - $80.1K
19K $147K
MRTN
Marten Transport LTD

Industrials
11.7K
+ 23.15%
$13.63 - $16.49 $159K - $193K
62.2K $853K
EPC
Edgewell Personal Care CO

Consumer Defensive
2.84K
+ 28.9%
$28.59 - $34.44 $81.2K - $97.8K
12.7K $395K
IE
Ivanhoe Electric Inc.

Basic Materials
17.7K
+ 84.88%
$5.41 - $7.99 $95.6K - $141K
38.5K $223K
MKTX
Marketaxess Holdings Inc

Financial Services
393
+ 19.73%
$189.81 - $226.47 $74.6K - $89K
2.39K $515K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.62K
+ 14.3%
$21.77 - $22.25 $57K - $58.3K
20.9K $465K
WETF
Wisdom Tree Investments, Inc.

Financial Services
11.7K
+ 11.49%
N/A
113K $618K
BAP
Credicorp LTD

Financial Services
269
+ 5.67%
$178.97 - $197.4 $48.1K - $53.1K
5.01K $933K
CLF
Cleveland Cliffs Inc.

Basic Materials
25.1K
+ 20.68%
$8.22 - $12.02 $206K - $301K
146K $1.2M
AXGN
Axogen, Inc.

Healthcare
706
+ 2.82%
$14.56 - $20.11 $10.3K - $14.2K
25.7K $475K
HESM
Hess Midstream LP

Energy
580
+ 8.07%
$37.59 - $43.88 $21.8K - $25.5K
7.77K $328K
RPD
Rapid7, Inc.

Technology
7.22K
+ 76.71%
$26.51 - $39.81 $191K - $287K
16.6K $440K
RBCAA
Republic Bancorp Inc

Financial Services
1.56K
+ 25.17%
$63.57 - $69.14 $99K - $108K
7.75K $494K
APLD
Applied Blockchain, Inc.

Financial Services
16.4K
+ 104.38%
$5.62 - $10.65 $92.2K - $175K
32.1K $180K
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
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