Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.93K
+ 24.04%
N/A
9.95K $313K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
818
+ 14.65%
$71.9 - $77.57 $58.8K - $63.5K
6.4K $475K
IEO
Ishares Tr

ETFs
177
+ 1.98%
$86.02 - $99.13 $15.2K - $17.5K
9.12K $862K
BLND
Blend Labs, Inc.

Technology
18.4K
+ 4697.95%
$2.96 - $4.05 $54.4K - $74.4K
18.8K $62K
CIEN
Ciena Corp

Technology
6.47K
+ 47.58%
$60.43 - $98.18 $391K - $636K
20.1K $1.21M
USLM
United States Lime & Minerals Inc

Basic Materials
2.43K
+ 69.95%
$85.17 - $125.32 $207K - $305K
5.9K $521K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
659
+ 0.42%
$25.35 - $27.46 $16.7K - $18.1K
158K $4.18M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
677
+ 9.56%
$73.11 - $77.43 $49.5K - $52.4K
7.76K $589K
EWY
Ishares Inc Msci South Korea E

ETFs
872
+ 21.95%
$51.16 - $58.46 $44.6K - $51K
4.85K $261K
MTG
Mgic Investment Corp

Financial Services
1.42K
+ 6.31%
$22.56 - $25.71 $32K - $36.4K
23.9K $591K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
592
+ 4.52%
$19.53 - $25.74 $11.6K - $15.2K
13.7K $332K
CQP
Cheniere Energy Partners, L.P.

Energy
2
+ 0.04%
$55.42 - $67.71 $111 - $135
4.5K $297K
RBBN
Ribbon Communications Inc.

Communication Services
14.9K
+ 38205.13%
$3.78 - $5.14 $56.3K - $76.6K
14.9K $58K
ABUS
Arbutus Biopharma Corp

Healthcare
13.7K
+ 28.43%
$3.06 - $3.59 $42.1K - $49.3K
62.1K $216K
ATXS
Astria Therapeutics, Inc.

Healthcare
10.9K
+ 11197.94%
$5.34 - $9.1 $58K - $98.8K
11K $58K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.6K
+ 1.72%
$19.42 - $19.54 $50.4K - $50.7K
153K $2.99M
FHI
Federated Hermes, Inc.

Financial Services
1.56K
+ 7.63%
$37.58 - $41.51 $58.5K - $64.7K
22K $896K
OII
Oceaneering International Inc

Energy
5.4K
+ 37.64%
$19.14 - $27.93 $103K - $151K
19.7K $430K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1.39K
+ 9.62%
N/A
15.8K $643K
PLTK
Playtika Holding Corp.

Communication Services
11.2K
+ 3451.69%
$4.01 - $7.45 $45K - $83.6K
11.5K $59K
IPAR
Inter Parfums Inc

Consumer Defensive
1.17K
+ 26.67%
$113.87 - $144.54 $133K - $169K
5.54K $631K
ADT
Adt Inc.

Industrials
3.94K
+ 20.1%
$6.87 - $8.23 $27K - $32.4K
23.5K $191K
AIZ
Assurant, Inc.

Financial Services
407
+ 4.86%
$198.92 - $218.67 $81K - $89K
8.78K $1.84M
JELD
Jeld Wen Holding, Inc.

Industrials
13.4K
+ 126.23%
$5.46 - $9.88 $73.3K - $133K
24.1K $143K
MSCI
Msci Inc.

Financial Services
835
+ 6.92%
$541.46 - $628.34 $452K - $525K
12.9K $7.29M
BVN
Buenaventura Mining CO Inc

Basic Materials
198
+ 1.58%
$11.97 - $15.79 $2.37K - $3.13K
12.8K $199K
MRCY
Mercury Systems Inc

Industrials
1.02K
+ 11.1%
$39.67 - $49.88 $40.3K - $50.7K
10.2K $438K
BRP
Brp Group, Inc.

Financial Services
1.37K
+ 16.88%
N/A
9.46K $378K
PL
Planet Labs Pbc

Industrials
16.1K
+ 2634.48%
$3.38 - $6.49 $54.5K - $105K
16.7K $56K
PSMT
Pricesmart Inc

Consumer Defensive
1.01K
+ 12.08%
$82.4 - $94.86 $83.6K - $96.2K
9.41K $826K
LSF
Laird Superfood, Inc.

Consumer Defensive
18.4K
+ 55.09%
$4.93 - $8.12 $90.8K - $150K
51.9K $318K
FISI
Financial Institutions Inc

Financial Services
3.03K
+ 29.6%
$24.96 - $29.63 $75.6K - $89.7K
13.3K $331K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
859
+ 20.74%
$74.36 - $83.68 $63.9K - $71.9K
5K $371K
EPP
Ishares Inc

ETFs
1.07K
+ 6.15%
$43.24 - $46.56 $46.4K - $50K
18.5K $817K
SBR
Sabine Royalty Trust

Energy
31
+ 0.18%
$64.04 - $69.75 $1.99K - $2.16K
17.2K $1.16M
EWI
Ishares Inc Msci Italy ETF

ETFs
148
+ 2.08%
$35.58 - $43.99 $5.27K - $6.51K
7.26K $307K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
884
+ 0.71%
$6.22 - $8.25 $5.5K - $7.29K
125K $907K
RDFN
Redfin Corp

Real Estate
3.29K
+ 20.35%
$5.82 - $11.39 $19.2K - $37.5K
19.5K $179K
DGII
Digi International Inc

Technology
2.71K
+ 26.48%
$27.83 - $35.68 $75.5K - $96.8K
13K $360K
GPS
Gap Inc

Consumer Cyclical
2.58K
+ 16.37%
N/A
18.3K $368K
AFG
American Financial Group Inc

Financial Services
1.58K
+ 5.67%
$119.82 - $138.45 $190K - $219K
29.5K $3.87M
NEWT
Newtek Business Services Corp.

Financial Services
5.03K
+ 40.73%
$11.86 - $13.34 $59.6K - $67K
17.4K $207K
ALGN
Align Technology Inc

Healthcare
3.05K
+ 34.85%
$158.86 - $234.89 $484K - $716K
11.8K $1.87M
SANA
Sana Biotechnology, Inc.

Healthcare
28.2K
+ 77.07%
$1.65 - $4.3 $46.5K - $121K
64.8K $108K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.43K
+ 1.53%
$12.18 - $12.91 $29.6K - $31.4K
161K $2M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.85K
+ 15.69%
$23.56 - $24.16 $43.6K - $44.7K
13.7K $328K
AGX
Argan Inc

Industrials
974
+ 7.21%
$104.05 - $185.35 $101K - $181K
14.5K $1.9M
BERY
Berry Global Group, Inc.

Consumer Cyclical
169
+ 2.36%
$64.35 - $73.03 $10.9K - $12.3K
7.33K $511K
NUSC
Nuveen Esg Small Cap ETF

ETFs
19.8K
+ 10.0%
$37.9 - $43.9 $750K - $869K
218K $8.35M
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