Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
45.9K
+ 21.27%
$79.84 - $94.5 $3.66M - $4.33M
261K $23.5M
DUK
Duke Energy Corp

Utilities
15.2K
+ 4.9%
$105.87 - $121.97 $1.61M - $1.85M
325K $39.7M
DE
Deere & CO

Industrials
5.34K
+ 6.51%
$408.57 - $509.27 $2.18M - $2.72M
87.4K $41M
COP
Conocophillips

Energy
43.9K
+ 16.19%
$88.6 - $105.85 $3.89M - $4.64M
315K $33.1M
VTV
Vanguard Value ETF

ETFs
22.5K
+ 3.37%
$167.73 - $179.21 $3.77M - $4.02M
689K $119M
TJX
Tjx Companies Inc

Consumer Cyclical
47.8K
+ 13.9%
$112.81 - $126.16 $5.39M - $6.03M
392K $47.7M
AEP
American Electric Power CO Inc

Utilities
11.3K
+ 3.95%
$90.32 - $109.27 $1.02M - $1.24M
298K $32.6M
WM
Waste Management Inc

Industrials
8.6K
+ 6.2%
$200.54 - $233.78 $1.72M - $2.01M
147K $34.1M
WFC
Wells Fargo & Company

Financial Services
66.1K
+ 7.53%
$66.78 - $81.42 $4.41M - $5.38M
943K $67.7M
PEP
Pepsico Inc

Consumer Defensive
48.3K
+ 8.7%
$142.64 - $156.42 $6.89M - $7.56M
603K $90.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
5.83K
+ 9.05%
$275.89 - $345.24 $1.61M - $2.01M
70.2K $24.3M
MMM
3 M CO

Industrials
20.8K
+ 12.7%
$129.7 - $155.12 $2.69M - $3.22M
184K $27M
SHEL
Shell PLC

Energy
37K
+ 12.12%
$62.84 - $73.29 $2.33M - $2.71M
343K $25.1M
GD
General Dynamics Corp

Industrials
20.2K
+ 43.81%
$241.94 - $272.58 $4.88M - $5.5M
66.2K $18M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
256K
+ 78.6%
$22.25 - $23.0 $5.7M - $5.9M
583K $13.4M
AVSC
American Centy ETF Tr Avantis
126K
+ 313.58%
$48.08 - $56.12 $6.06M - $7.07M
166K $8.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
35.6K
+ 18.31%
$169.43 - $182.84 $6.03M - $6.5M
230K $39.8M
NOC
Northrop Grumman Corp

Industrials
7.53K
+ 17.5%
$433.45 - $513.82 $3.26M - $3.87M
50.6K $25.9M
SPOT
Spotify Technology S.A.

Communication Services
7.71K
+ 55.69%
$457.79 - $648.32 $3.53M - $5M
21.5K $11.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
35.8K
+ 53.67%
$168.16 - $186.21 $6.03M - $6.67M
103K $17.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
46.7K
+ 3.69%
$55.47 - $61.45 $2.59M - $2.87M
1.31M $77.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10.1K
+ 10.14%
$208.48 - $244.03 $2.11M - $2.47M
110K $26.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
119K
+ 226.32%
$44.68 - $46.49 $5.34M - $5.55M
172K $7.97M
CME
Cme Group Inc.

Financial Services
13.1K
+ 21.38%
$225.82 - $266.54 $2.95M - $3.49M
74.3K $19.7M
AMT
American Tower Corp

Real Estate
14.4K
+ 20.87%
$173.46 - $217.6 $2.49M - $3.13M
83.2K $18.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
47.4K
+ 22.72%
$87.68 - $94.52 $4.15M - $4.48M
256K $24M
TCHP
T Rowe Price Exchange Traded F

Technology
144K
+ 1081.14%
$37.86 - $44.2 $5.44M - $6.35M
157K $5.98M
AZN
Astrazeneca PLC

Healthcare
46.9K
+ 19.17%
$65.37 - $77.96 $3.07M - $3.66M
292K $21.4M
FTNT
Fortinet, Inc.

Technology
51.4K
+ 21.29%
$92.49 - $114.57 $4.75M - $5.89M
293K $28.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
238K
+ 46.48%
$27.56 - $32.1 $6.56M - $7.64M
750K $21.1M
RBLX
Roblox Corp

Communication Services
90.2K
+ 100.68%
$53.77 - $75.47 $4.85M - $6.81M
180K $10.5M
QCOM
Qualcomm Inc

Technology
34.3K
+ 7.95%
$151.94 - $175.86 $5.21M - $6.03M
466K $71.5M
MSI
Motorola Solutions, Inc.

Technology
13.5K
+ 45.29%
$411.73 - $482.1 $5.56M - $6.51M
43.3K $19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
91.5K
+ 61.65%
$56.17 - $59.71 $5.14M - $5.46M
240K $13.7M
SAP
Sap Se

Technology
9.42K
+ 8.98%
$241.4 - $293.69 $2.27M - $2.77M
114K $30.7M
ELV
Elevance Health, Inc.

Healthcare
7.67K
+ 32.98%
$365.9 - $436.25 $2.81M - $3.34M
30.9K $13.4M
FISV
Fiserv Inc

Technology
38.2K
+ 18.34%
N/A
247K $30.9M
TFLO
Ishares Treasury Floating Rate

ETFs
90.5K
+ 42.29%
$50.48 - $50.68 $4.57M - $4.59M
305K $15.4M
CTAS
Cintas Corp

Industrials
12K
+ 12.92%
$182.09 - $208.14 $2.18M - $2.49M
105K $21.5M
SNY
Sanofi

Healthcare
53.6K
+ 24.29%
$48.15 - $59.42 $2.58M - $3.19M
274K $15.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
77.4K
+ 12.75%
$82.81 - $92.93 $6.41M - $7.19M
685K $58.2M
FMBH
First Mid Bancshares, Inc.

Financial Services
135K
+ 161.55%
$34.59 - $39.27 $4.65M - $5.28M
218K $7.6M
SAN
Banco Santander, S.A.

Financial Services
215K
+ 14.94%
$4.46 - $7.14 $959K - $1.53M
1.65M $11.1M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
89.6K
+ 904.14%
$47.08 - $50.67 $4.22M - $4.54M
99.5K $5M
UMC
United Microelectronics Corp

Technology
565K
+ 81.06%
$5.69 - $7.15 $3.21M - $4.04M
1.26M $9.02M
VONV
Vanguard Russell 1000 Value Et

ETFs
53.5K
+ 89.91%
$80.21 - $86.14 $4.29M - $4.61M
113K $9.32M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
63.5K
+ 200.97%
$65.44 - $70.64 $4.15M - $4.48M
95.1K $6.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
87K
+ 142.92%
$50.48 - $51.04 $4.39M - $4.44M
148K $7.49M
HCA
Hca Healthcare, Inc.

Healthcare
6.38K
+ 13.43%
$296.7 - $345.55 $1.89M - $2.2M
53.9K $18.6M
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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