Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STRA
Strategic Education, Inc.

Consumer Defensive
954
+ 20.69%
$77.09 - $92.26 $73.5K - $88K
5.57K $473K
KXI
Ishares Tr Global Consumer Sta

ETFs
147
+ 0.26%
$60.73 - $67.45 $8.93K - $9.92K
57.8K $3.78M
EVGO
E Vgo Inc.

Consumer Cyclical
16K
+ 56.43%
$2.41 - $4.61 $38.6K - $73.8K
44.4K $161K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
348
+ 1.12%
$69.8 - $85.28 $24.3K - $29.7K
31.3K $2.6M
NRIM
Northrim Bancorp Inc

Financial Services
313
+ 11.25%
$67.87 - $93.82 $21.2K - $29.4K
3.1K $288K
ORI
Old Republic International Corp

Financial Services
3.98K
+ 4.54%
$35.25 - $39.79 $140K - $159K
91.7K $3.53M
TGI
Triumph Group Inc

Industrials
3.12K
+ 23.9%
$24.53 - $25.94 $76.4K - $80.8K
16.2K $415K
AG
First Majestic Silver Corp

Basic Materials
5.83K
+ 25.33%
$5.24 - $8.55 $30.5K - $49.8K
28.8K $238K
HBM
Hudbay Minerals Inc.

Basic Materials
1.29K
+ 5.42%
$6.09 - $10.7 $7.85K - $13.8K
25.1K $265K
APPS
Digital Turbine, Inc.

Technology
5.99K
+ 39.16%
$2.2 - $7.54 $13.2K - $45.2K
21.3K $125K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.86K
+ 6.36%
$50.56 - $59.57 $145K - $170K
47.8K $2.48M
EXPO
Exponent Inc

Industrials
2.85K
+ 13.92%
$72.88 - $81.75 $207K - $233K
23.3K $1.74M
SAM
Boston Beer CO Inc

Consumer Defensive
955
+ 46.14%
$187.06 - $249.73 $179K - $238K
3.03K $577K
SMIN
Ishares Msci India Small Cap I

ETFs
99
+ 1.19%
$64.64 - $77.18 $6.4K - $7.64K
8.38K $647K
CWEN
Clearway Energy, Inc.

Utilities
1.58K
+ 8.46%
$26.74 - $32.22 $42.3K - $51K
20.3K $648K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.33K
+ 11.77%
$34.28 - $41.6 $45.5K - $55.2K
12.6K $522K
FOXA
Fox Corp

Communication Services
1.92K
+ 3.96%
$47.21 - $57.04 $90.5K - $109K
50.4K $2.82M
HXL
Hexcel Corp

Industrials
1.29K
+ 33.13%
$47.49 - $57.32 $61.4K - $74.1K
5.2K $293K
MSM
Msc Industrial Direct CO Inc

Industrials
622
+ 17.07%
$70.15 - $85.48 $43.6K - $53.2K
4.27K $362K
NI
Nisource Inc.

Utilities
1.54K
+ 2.52%
$37.11 - $40.64 $57.2K - $62.7K
62.8K $2.53M
ADC
Agree Realty Corp

Real Estate
5.71K
+ 6.95%
$70.68 - $79.12 $404K - $452K
87.9K $6.42M
VSAT
Viasat Inc

Technology
2.21K
+ 20.31%
$7.7 - $14.6 $17K - $32.3K
13.1K $191K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
917
+ 7.69%
$24.53 - $35.75 $22.5K - $32.8K
12.8K $427K
AQST
Aquestive Therapeutics, Inc.

Healthcare
13.1K
+ 15.34%
$2.22 - $3.58 $29.1K - $47K
98.8K $326K
PICK
Ishares Inc Msci Global Select

ETFs
1.45K
+ 10.49%
$30.23 - $38.24 $43.8K - $55.4K
15.3K $573K
ELY
Callaway Golf CO

Consumer Cyclical
4.06K
+ 9.72%
N/A
45.8K $861K
TMP
Tompkins Financial Corp

Financial Services
1.27K
+ 10.71%
$55.65 - $65.06 $70.7K - $82.7K
13.1K $824K
SR
Spire Inc

Utilities
1.61K
+ 20.41%
$71.03 - $79.07 $114K - $127K
9.48K $691K
SSP
E.W. Scripps CO

Communication Services
26.1K
+ 111.36%
$1.93 - $3.12 $50.4K - $81.4K
49.5K $145K
IBCP
Independent Bank Corp

Financial Services
1.01K
+ 3.84%
$28.08 - $32.78 $28.4K - $33.1K
27.3K $885K
FSLY
Fastly, Inc.

Technology
7.96K
+ 30.95%
$5.0 - $8.28 $39.8K - $65.9K
33.7K $237K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
6.48K
+ 5.55%
$8.0 - $9.55 $51.9K - $61.9K
123K $1.17M
L
Loews Corp

Financial Services
879
+ 3.34%
$80.89 - $92.09 $71.1K - $80.9K
27.2K $2.49M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
7.63K
+ 22.65%
$5.0 - $7.65 $38.2K - $58.4K
41.3K $286K
ZI
Zoom Info Technologies Inc.

Technology
6.8K
+ 20.84%
$7.41 - $10.31 $50.4K - $70.1K
39.4K $400K
MC
Moelis & CO

Financial Services
827
+ 14.23%
$48.86 - $62.99 $40.4K - $52.1K
6.64K $413K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.56K
+ 2.97%
$45.9 - $47.2 $71.7K - $73.7K
54.2K $2.55M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
7.24K
+ 67.39%
$4.61 - $7.23 $33.4K - $52.3K
18K $130K
HUBS
Hubspot Inc

Technology
340
+ 4.28%
$487.07 - $672.24 $166K - $229K
8.29K $4.62M
SFL
Sfl Corp Ltd.

Industrials
7.77K
+ 12.45%
$7.1 - $8.92 $55.1K - $69.3K
70.1K $584K
PLTK
Playtika Holding Corp.

Communication Services
16.5K
+ 143.34%
$4.51 - $5.44 $74.6K - $90K
28.1K $132K
ABSI
Absci Corp

Healthcare
27.8K
+ 145.37%
$2.24 - $3.22 $62.2K - $89.4K
46.9K $120K
SDG
Ishares Trust Ishares Msci Glo

ETFs
735
+ 14.32%
$65.66 - $77.49 $48.3K - $57K
5.87K $444K
WFRD
Weatherford International PLC

Energy
2.15K
+ 19.14%
$39.17 - $54.26 $84.4K - $117K
13.4K $674K
PGEN
Precigen, Inc.

Healthcare
52.9K
+ 127.81%
$1.17 - $1.62 $61.9K - $85.7K
94.3K $133K
GME
Game Stop Corp.

Consumer Cyclical
1.77K
+ 12.52%
$21.1 - $35.01 $37.3K - $61.9K
15.9K $387K
RKT
Rocket Companies, Inc.

Financial Services
2.68K
+ 17.24%
$11.11 - $15.4 $29.8K - $41.3K
18.2K $258K
PBI
Pitney Bowes Inc

Industrials
4.57K
+ 39.3%
$7.81 - $10.94 $35.7K - $50K
16.2K $176K
TRN
Trinity Industries Inc

Industrials
3.28K
+ 20.08%
$24.11 - $28.86 $79.2K - $94.8K
19.6K $530K
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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