Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSAC
Banco Santander Chile

Financial Services
2.7K
+ 19.05%
$20.93 - $25.39 $56.4K - $68.5K
16.9K $425K
TNL
Travel & Leisure Co.

Consumer Cyclical
865
+ 7.93%
$38.78 - $51.89 $33.5K - $44.9K
11.8K $607K
ALGT
Allegiant Travel CO

Industrials
1.56K
+ 29.08%
$40.9 - $59.35 $63.7K - $92.5K
6.92K $379K
INDY
Ishares India 50 ETF

ETFs
260
+ 1.06%
$48.44 - $54.73 $12.6K - $14.2K
24.9K $1.35M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.8K
+ 12.95%
$6.28 - $9.67 $23.8K - $36.7K
33.1K $310K
TCBI
Texas Capital Bancshares Inc

Financial Services
817
+ 10.22%
$61.24 - $79.4 $50K - $64.9K
8.81K $699K
RVLV
Revolve Group, Inc.

Consumer Cyclical
15.1K
+ 10.8%
$17.07 - $22.57 $258K - $341K
155K $3.11M
CYH
Community Health Systems Inc

Healthcare
12.2K
+ 14.13%
$2.39 - $4.35 $29.2K - $53.1K
98.6K $335K
IX
Orix Corp

Financial Services
2.8K
+ 11.66%
$18.25 - $22.52 $51.2K - $63.1K
26.8K $604K
AROC
Archrock, Inc.

Energy
7.34K
+ 12.92%
$21.0 - $27.11 $154K - $199K
64.2K $1.59M
SRRK
Scholar Rock Holding Corp

Healthcare
1.05K
+ 5.3%
$24.47 - $36.39 $25.6K - $38K
20.8K $735K
ASH
Ashland Global Holdings Inc

Basic Materials
3.48K
+ 42.54%
$46.53 - $57.87 $162K - $202K
11.7K $586K
FBT
First Trust Nyse Arca Biotechn

ETFs
817
+ 22.35%
$145.67 - $165.99 $119K - $136K
4.47K $721K
GGB
Gerdau S.A.

Basic Materials
33K
+ 88.8%
$2.3 - $3.19 $75.8K - $105K
70.1K $204K
CRL
Charles River Laboratories International, Inc.

Healthcare
586
+ 7.05%
$99.75 - $151.89 $58.5K - $89K
8.89K $1.35M
EWY
Ishares Inc Msci South Korea E

ETFs
176
+ 3.63%
$48.92 - $72.65 $8.61K - $12.8K
5.02K $360K
PNQI
Invesco Nasdaq Internet ETF

ETFs
135
+ 1.19%
$39.02 - $52.21 $5.27K - $7.05K
11.5K $599K
BOKF
Bok Financial Corp

Financial Services
1.41K
+ 23.28%
$87.86 - $103.42 $124K - $146K
7.48K $729K
BV
Bright View Holdings, Inc.

Industrials
858
+ 3.9%
$12.2 - $16.94 $10.5K - $14.5K
22.8K $380K
UAA
Under Armour, Inc.

Consumer Cyclical
12.6K
+ 70.75%
$4.94 - $7.03 $62.3K - $88.7K
30.5K $208K
CUK
Carnival PLC

Consumer Cyclical
282
+ 2.52%
$14.76 - $25.51 $4.16K - $7.19K
11.5K $292K
APEI
American Public Education Inc

Consumer Defensive
265
+ 2.43%
$21.99 - $30.46 $5.83K - $8.07K
11.2K $340K
SLM
Slm Corp

Financial Services
939
+ 4.83%
$24.84 - $34.36 $23.3K - $32.3K
20.4K $668K
PL
Planet Labs Pbc

Industrials
8.2K
+ 49.02%
$2.96 - $6.1 $24.3K - $50K
24.9K $152K
DORM
Dorman Products, Inc.

Consumer Cyclical
652
+ 8.38%
$108.29 - $132.03 $70.6K - $86.1K
8.43K $1.03M
UBSI
United Bankshares Inc

Financial Services
112
+ 0.21%
$31.5 - $37.32 $3.53K - $4.18K
52.3K $1.91M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.65K
+ 13.35%
N/A
14K $806K
BAND
Bandwidth Inc.

Technology
531
+ 1.73%
$11.45 - $15.9 $6.08K - $8.44K
31.2K $495K
LII
Lennox International Inc

Industrials
85
+ 2.34%
$508.76 - $605.77 $43.2K - $51.5K
3.73K $2.14M
HOMB
Home Bancshares Inc

Financial Services
2.7K
+ 3.17%
$25.05 - $29.62 $67.7K - $80.1K
88.1K $2.51M
BLKB
Blackbaud Inc

Technology
1.27K
+ 22.1%
$59.04 - $64.55 $74.7K - $81.7K
7K $449K
MEDP
Medpace Holdings, Inc.

Healthcare
141
+ 2.64%
$277.23 - $315.28 $39.1K - $44.5K
5.48K $1.72M
DV
Double Verify Holdings, Inc.

Technology
3.9K
+ 17.79%
$11.86 - $15.03 $46.3K - $58.6K
25.8K $386K
LGND
Ligand Pharmaceuticals Inc

Healthcare
503
+ 11.85%
$96.67 - $118.22 $48.6K - $59.5K
4.75K $539K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.27K
+ 31.88%
$29.52 - $35.31 $67K - $80.2K
9.39K $331K
CGUS
Capital Group Core Equity ETF
108
+ 0.43%
$29.93 - $36.93 $3.23K - $3.99K
25.2K $930K
AVA
Avista Corp

Utilities
3.55K
+ 32.19%
$36.94 - $42.43 $131K - $151K
14.6K $553K
IDA
Idacorp Inc

Utilities
929
+ 4.81%
$111.01 - $119.72 $103K - $111K
20.2K $2.34M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
5.18K
+ 45.08%
$14.31 - $22.19 $74.1K - $115K
16.7K $303K
CTBI
Community Trust Bancorp Inc

Financial Services
947
+ 5.97%
$45.64 - $53.22 $43.2K - $50.4K
16.8K $890K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.99K
+ 13.76%
$20.31 - $24.1 $60.8K - $72.1K
24.7K $596K
MBLY
Mobileye Global Inc.
1.69K
+ 10.18%
$11.77 - $18.44 $19.9K - $31.2K
18.3K $329K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
860
+ 4.41%
$60.29 - $71.77 $51.8K - $61.7K
20.4K $1.43M
UTL
Unitil Corp

Utilities
2.42K
+ 36.4%
$51.68 - $59.77 $125K - $144K
9.05K $471K
RH
Rh

Consumer Cyclical
1.03K
+ 43.88%
$145.66 - $249.35 $150K - $256K
3.37K $637K
USNA
Usana Health Sciences Inc

Consumer Defensive
613
+ 3.15%
$23.43 - $31.13 $14.4K - $19.1K
20.1K $612K
MCS
Marcus Corp

Communication Services
5.13K
+ 50.58%
$15.19 - $18.71 $77.9K - $96K
15.3K $257K
BTG
B2 Gold Corp

Basic Materials
672
+ 0.6%
$2.64 - $3.77 $1.77K - $2.53K
112K $406K
PID
Invesco Exchange Traded Fd Tr

ETFs
4.91K
+ 4.58%
N/A
112K $2M
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