Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBRA
Sabra Health Care Reit, Inc.

Real Estate
5.17K
+ 17.22%
$16.37 - $18.59 $84.6K - $96.1K
35.2K $648K
ETSY
Etsy Inc

Consumer Cyclical
1.76K
+ 14.97%
$40.8 - $63.88 $71.7K - $112K
13.5K $676K
CSGS
Csg Systems International Inc

Technology
924
+ 7.14%
$56.51 - $66.33 $52.2K - $61.3K
13.9K $905K
VECO
Veeco Instruments Inc

Technology
5.2K
+ 7.16%
$17.35 - $21.81 $90.2K - $113K
77.8K $1.58M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
174
+ 1.13%
$59.98 - $74.92 $10.4K - $13K
15.6K $1.16M
JNPR
Juniper Networks Inc

Technology
1.04K
+ 4.87%
$33.93 - $39.93 $35.4K - $41.6K
22.4K $896K
ARVN
Arvinas, Inc.

Healthcare
16K
+ 107.67%
$6.07 - $9.62 $96.8K - $153K
30.8K $226K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
1.67K
+ 10.8%
$34.43 - $46.99 $57.4K - $78.3K
17.1K $803K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.1K
+ 6.42%
$16.58 - $24.56 $18.2K - $27K
18.2K $447K
WAL
Western Alliance Bancorporation

Financial Services
1.46K
+ 20.0%
$61.0 - $79.94 $88.8K - $116K
8.73K $680K
PVH
Pvh Corp.

Consumer Cyclical
1.36K
+ 19.78%
$60.5 - $87.28 $82.2K - $119K
8.23K $564K
ALKT
Alkami Technology, Inc.

Technology
2.33K
+ 18.14%
$22.54 - $31.19 $52.5K - $72.7K
15.2K $457K
GOOD
Gladstone Commercial Corp

Real Estate
9.17K
+ 52.16%
$13.16 - $15.07 $121K - $138K
26.7K $383K
TITN
Titan Machinery Inc.

Industrials
3.94K
+ 25.94%
$14.14 - $22.54 $55.7K - $88.8K
19.1K $378K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.9K
+ 34.83%
$16.31 - $16.78 $113K - $116K
26.7K $448K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.64K
+ 22.6%
$24.32 - $24.81 $113K - $115K
25.2K $625K
BIO
Bio Rad Laboratories, Inc.

Healthcare
518
+ 22.73%
$216.56 - $256.68 $112K - $133K
2.8K $674K
WST
West Pharmaceutical Services Inc

Healthcare
1.71K
+ 3.39%
$190.39 - $227.7 $326K - $390K
52.3K $11.4M
DOMO
Domo, Inc.

Technology
2.89K
+ 23.16%
$6.64 - $14.63 $19.2K - $42.3K
15.4K $214K
AAP
Advance Auto Parts Inc

Consumer Cyclical
1.1K
+ 12.02%
$30.31 - $53.25 $33.5K - $58.8K
10.3K $478K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.37K
+ 11.2%
$47.02 - $47.83 $111K - $113K
23.5K $1.12M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
790
+ 6.17%
$61.08 - $74.04 $48.3K - $58.5K
13.6K $1.01M
FDVV
Fidelity High Dividend ETF

ETFs
1.81K
+ 19.76%
$43.6 - $52.02 $79K - $94.2K
11K $570K
PBRA
Petroleo Bras Ads (Ea Reptg 2
8.89K
+ 39.01%
N/A
31.7K $415K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.37K
+ 1.8%
$16.57 - $20.48 $22.6K - $28K
77.5K $1.59M
CNP
Centerpoint Energy Inc

Utilities
2.05K
+ 2.67%
$35.5 - $39.05 $72.6K - $79.9K
78.7K $2.89M
TS
Tenaris Sa

Energy
4.71K
+ 13.02%
$30.71 - $39.46 $144K - $186K
40.8K $1.53M
DTE
Dte Energy CO

Utilities
3.96K
+ 5.59%
$127.39 - $139.49 $505K - $553K
74.8K $9.91M
VIR
Vir Biotechnology, Inc.

Healthcare
25.8K
+ 214.68%
$4.5 - $6.48 $116K - $167K
37.8K $190K
IPAR
Inter Parfums Inc

Consumer Defensive
125
+ 2.26%
$99.7 - $141.48 $12.5K - $17.7K
5.67K $744K
HCC
Warrior Met Coal, Inc.

Basic Materials
3.31K
+ 15.72%
$40.66 - $50.18 $135K - $166K
24.4K $1.12M
AORT
Artivion, Inc.

Healthcare
753
+ 5.57%
$22.19 - $31.19 $16.7K - $23.5K
14.3K $443K
AVXL
Anavex Life Sciences Corp.

Healthcare
8.51K
+ 16.89%
$7.37 - $9.63 $62.7K - $82K
58.9K $543K
RWL
Invesco Exchange Traded Fd Tr

ETFs
771
+ 12.55%
$89.02 - $104.29 $68.6K - $80.4K
6.92K $721K
ATO
Atmos Energy Corp

Utilities
833
+ 2.14%
$145.06 - $162.66 $121K - $135K
39.8K $6.14M
UTG
Reaves Utility Income Fund

Financial Services
764
+ 3.42%
$29.08 - $36.18 $22.2K - $27.6K
23.1K $836K
INTR
Inter & Co, Inc.

Financial Services
4.31K
+ 10.95%
$5.04 - $7.56 $21.7K - $32.6K
43.7K $324K
VOTE
Engine No 1 ETF Tr

ETFs
265
+ 2.16%
$58.2 - $72.74 $15.4K - $19.3K
12.5K $910K
CAMT
Camtek LTD

Technology
13
+ 0.31%
$50.56 - $84.56 $657 - $1.1K
4.16K $351K
TMST
Timken Steel Corp

Basic Materials
5K
+ 16.06%
N/A
36.1K $777K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
38.5K
+ 49.56%
$1.72 - $2.47 $66.1K - $95K
116K $279K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
241
+ 2.78%
$120.49 - $141.16 $29K - $34K
8.92K $1.23M
VVV
Valvoline Inc

Energy
2.35K
+ 40.07%
$31.48 - $38.2 $74.1K - $89.9K
8.23K $311K
FISI
Financial Institutions Inc

Financial Services
3.81K
+ 28.72%
$21.43 - $27.23 $81.6K - $104K
17.1K $438K
EQAL
Invesco ETF

ETFs
1.51K
+ 9.35%
$41.38 - $49.24 $62.3K - $74.2K
17.6K $867K
LTC
Ltc Properties Inc

Real Estate
3.24K
+ 40.63%
$32.83 - $36.24 $106K - $117K
11.2K $387K
TKR
Timken CO

Industrials
1.37K
+ 15.2%
$57.34 - $74.03 $78.3K - $101K
10.4K $750K
TAC
Transalta Corp

Utilities
3.32K
+ 6.92%
$8.16 - $11.47 $27.1K - $38.1K
51.3K $553K
WAT
Waters Corp

Healthcare
813
+ 8.78%
$307.71 - $366.67 $250K - $298K
10.1K $3.51M
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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