Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KEX
Kirby Corp

Industrials
643
+ 10.54%
$95.1 - $112.81 $61.1K - $72.5K
6.74K $681K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.05K
+ 53.28%
$20.27 - $28.57 $102K - $144K
14.5K $296K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.24K
+ 11.48%
$22.77 - $24.73 $51K - $55.4K
21.7K $505K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
674
+ 3.3%
$47.33 - $47.92 $31.9K - $32.3K
21.1K $1.01M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
9.73K
+ 42.16%
$9.68 - $16.7 $94.2K - $163K
32.8K $351K
ESI
Element Solutions Inc

Basic Materials
2.98K
+ 25.58%
$22.61 - $27.55 $67.3K - $82K
14.6K $330K
IHS
Ihs Holding LTD

Communication Services
1.09K
+ 8.52%
$3.03 - $5.37 $3.3K - $5.85K
13.9K $72K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
447
+ 4.44%
$44.87 - $56.71 $20.1K - $25.3K
10.5K $511K
DCI
Donaldson CO Inc

Industrials
640
+ 2.03%
$66.51 - $72.28 $42.6K - $46.3K
32.1K $2.15M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
557
+ 16.04%
$72.01 - $79.94 $40.1K - $44.5K
4.03K $298K
LZ
Legalzoom.Com, Inc.

Industrials
2.62K
+ 24.96%
$7.52 - $10.26 $19.7K - $26.9K
13.1K $112K
KIND
Nextdoor Holdings, Inc.

Communication Services
32.4K
+ 176.53%
$1.53 - $2.75 $49.5K - $89K
50.7K $77K
INMD
In Mode Ltd.

Healthcare
538
+ 2.22%
$15.9 - $19.4 $8.55K - $10.4K
24.8K $439K
AWR
American States Water CO

Utilities
272
+ 2.08%
$70.84 - $80.98 $19.3K - $22K
13.3K $1.05M
LCID
Lucid Group, Inc.

Consumer Cyclical
44K
+ 36.11%
$2.03 - $3.48 $89.3K - $153K
166K $401K
RDN
Radian Group Inc

Financial Services
458
+ 3.58%
$30.6 - $34.58 $14K - $15.8K
13.3K $438K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.07K
+ 11.55%
$31.75 - $36.0 $33.8K - $38.3K
10.3K $347K
CGGO
Capital Group Global Growth Eq

ETFs
2.28K
+ 6.4%
$28.33 - $30.84 $64.6K - $70.4K
38K $1.08M
MSGS
Madison Square Garden Sports Corp.

Communication Services
625
+ 21.75%
$185.75 - $223.33 $116K - $140K
3.5K $681K
PGEN
Precigen, Inc.

Healthcare
16.2K
+ 64.4%
$1.07 - $2.03 $17.3K - $32.9K
41.4K $61K
EWC
Ishares Msci Canada ETF

ETFs
638
+ 4.91%
$39.3 - $42.52 $25.1K - $27.1K
13.6K $555K
IYG
Ishares Tr

ETFs
186
+ 0.79%
$74.6 - $84.81 $13.9K - $15.8K
23.8K $1.87M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.79K
+ 15.49%
$67.24 - $84.27 $188K - $235K
20.8K $1.42M
BSM
Black Stone Minerals, L.P.

Energy
1.53K
+ 12.86%
$14.48 - $15.59 $22.1K - $23.8K
13.4K $204K
WBS
Webster Financial Corp

Financial Services
4.36K
+ 8.22%
$47.55 - $61.41 $208K - $268K
57.5K $2.96M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
1.83K
+ 9.1%
$24.04 - $25.84 $44K - $47.3K
21.9K $559K
DVA
Davita Inc.

Healthcare
20
+ 0.26%
$140.0 - $177.35 $2.8K - $3.55K
7.83K $1.2M
FAF
First American Financial Corp

Financial Services
77
+ 0.98%
$57.7 - $66.47 $4.44K - $5.12K
7.9K $518K
SA
Seabridge Gold Inc

Basic Materials
1.96K
+ 7.65%
$10.47 - $13.33 $20.5K - $26.1K
27.6K $321K
JXN
Jackson Financial Inc.

Financial Services
621
+ 8.97%
$79.36 - $97.88 $49.3K - $60.8K
7.54K $631K
ADTN
Adtran Inc

Technology
513
+ 0.86%
$8.49 - $11.83 $4.36K - $6.07K
60.4K $526K
FIBK
First Interstate Bancsystem Inc

Financial Services
5.62K
+ 16.21%
$27.77 - $33.5 $156K - $188K
40.3K $1.15M
SMBK
Smartfinancial Inc.

Financial Services
798
+ 2.86%
$29.39 - $36.82 $23.5K - $29.4K
28.7K $893K
IAG
Iamgold Corp

Basic Materials
2.29K
+ 20.82%
$5.11 - $6.61 $11.7K - $15.2K
13.3K $83K
PAR
Par Technology Corp

Technology
2.32K
+ 22.83%
$58.73 - $76.0 $136K - $176K
12.5K $765K
WSR
Whitestone Reit

Real Estate
1.54K
+ 13.18%
$13.25 - $14.58 $20.4K - $22.5K
13.2K $192K
ACHR
Archer Aviation Inc.

Industrials
23.9K
+ 44.11%
$6.8 - $11.51 $163K - $275K
78.1K $555K
FFWM
First Foundation Inc.

Financial Services
9.34K
+ 45.13%
$4.58 - $6.4 $42.8K - $59.8K
30K $155K
AUSF
Global X Fds Adaptive U S Fact

ETFs
345
+ 5.0%
$41.68 - $43.97 $14.4K - $15.2K
7.24K $316K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
259
+ 2.99%
$106.46 - $114.75 $27.6K - $29.7K
8.93K $983K
ALLO
Allogene Therapeutics, Inc.

Healthcare
43.5K
+ 81.26%
$1.4 - $2.84 $60.9K - $124K
97.1K $141K
LUNG
Pulmonx Corp

Healthcare
3.9K
+ 29.26%
$5.68 - $9.22 $22.2K - $36K
17.2K $116K
WLK
Westlake Corp

Basic Materials
1.25K
+ 18.4%
$99.12 - $119.16 $124K - $148K
8.02K $802K
PWZ
Invesco California Amt Free Mu

ETFs
1.84K
+ 8.69%
$23.68 - $24.72 $43.6K - $45.6K
23K $549K
EHAB
Enhabit, Inc.

Healthcare
1.37K
+ 9.54%
$7.64 - $9.29 $10.5K - $12.7K
15.8K $138K
IR
Ingersoll Rand Inc.

Industrials
10K
+ 13.47%
$79.44 - $94.23 $796K - $944K
84.4K $6.76M
MEDP
Medpace Holdings, Inc.

Healthcare
521
+ 10.82%
$304.69 - $360.97 $159K - $188K
5.34K $1.63M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
798
+ 4.28%
$44.81 - $46.22 $35.8K - $36.9K
19.4K $875K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
152
+ 2.33%
$120.07 - $144.17 $18.3K - $21.9K
6.69K $830K
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
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