Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RY
Royal Bank Of Canada

Financial Services
23.4K
+ 10.46%
$108.36 - $131.55 $2.54M - $3.08M
247K $32.5M
PWR
Quanta Services, Inc.

Industrials
9.03K
+ 29.21%
$239.47 - $381.26 $2.16M - $3.44M
39.9K $15.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.2K
+ 0.74%
$29.12 - $35.84 $502K - $618K
2.34M $83.7M
VST
Vistra Corp.

Utilities
20K
+ 46.96%
$98.07 - $195.04 $1.96M - $3.9M
62.5K $12.1M
SNPS
Synopsys Inc

Technology
9.35K
+ 38.74%
$380.9 - $517.66 $3.56M - $4.84M
33.5K $17.2M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
68.5K
+ 1164.69%
$78.85 - $101.3 $5.4M - $6.94M
74.4K $7.34M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.67K
+ 7.28%
$177.93 - $313.14 $653K - $1.15M
54.1K $16.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76.1K
+ 8.91%
$77.94 - $79.5 $5.93M - $6.05M
931K $74M
NET
Cloudflare, Inc.

Technology
13.8K
+ 30.47%
$97.08 - $195.83 $1.34M - $2.7M
59.1K $11.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
125K
+ 1927.49%
$50.09 - $51.09 $6.25M - $6.38M
131K $6.71M
DLR
Digital Realty Trust, Inc.

Real Estate
8.39K
+ 5.33%
$136.11 - $177.69 $1.14M - $1.49M
166K $28.9M
MCK
Mckesson Corp

Healthcare
3.44K
+ 5.45%
$652.83 - $732.78 $2.24M - $2.52M
66.5K $48.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
27.9K
+ 2.02%
$70.7 - $82.14 $1.97M - $2.29M
1.41M $116M
ABC
Amerisourcebergen Corp

Healthcare
33K
+ 93.99%
N/A
68.1K $12.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
44.6K
+ 3.07%
$33.46 - $41.33 $1.49M - $1.84M
1.5M $62M
WF
Woori Financial Group Inc.

Financial Services
53.7K
+ 25.83%
$30.46 - $49.73 $1.64M - $2.67M
262K $13M
HOOD
Robinhood Markets, Inc.

Technology
17.8K
+ 21.59%
$34.17 - $93.63 $608K - $1.67M
100K $9.38M
CSX
Csx Corp

Industrials
114K
+ 16.53%
$26.69 - $32.91 $3.04M - $3.75M
804K $26.2M
DELL
Dell Technologies Inc.

Technology
10.7K
+ 7.29%
$71.63 - $125.98 $766K - $1.35M
157K $19.3M
A
Agilent Technologies, Inc.

Healthcare
48.5K
+ 112.05%
$99.29 - $120.52 $4.82M - $5.85M
91.8K $10.8M
CAH
Cardinal Health Inc

Healthcare
25.2K
+ 50.17%
$125.0 - $168.0 $3.14M - $4.23M
75.3K $12.6M
ABT
Abbott Laboratories

Healthcare
19.7K
+ 2.21%
$123.95 - $138.08 $2.44M - $2.72M
911K $124M
CRDO
Credo Technology Group Holding LTD

Technology
45.1K
+ 161.53%
$33.3 - $95.05 $1.5M - $4.29M
73.1K $6.77M
HWM
Howmet Aerospace Inc.

Industrials
8.59K
+ 12.08%
$112.33 - $186.13 $964K - $1.6M
79.7K $14.8M
OXY
Occidental Petroleum Corp

Energy
161K
+ 101.11%
$36.11 - $49.33 $5.81M - $7.94M
320K $13.5M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
193K
+ 706.31%
$28.21 - $28.85 $5.43M - $5.56M
220K $6.33M
SYY
Sysco Corp

Consumer Defensive
70.2K
+ 40.16%
$68.0 - $75.91 $4.78M - $5.33M
245K $18.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 30.02%
$171.4 - $227.1 $2.7M - $3.57M
68.1K $15.5M
EMR
Emerson Electric CO

Industrials
3.1K
+ 1.49%
$94.15 - $133.33 $292K - $413K
211K $28.2M
JD
Jd.Com, Inc.

Consumer Cyclical
207K
+ 120.99%
$31.44 - $41.32 $6.51M - $8.55M
378K $12.3M
TFC
Truist Financial Corp

Financial Services
109K
+ 39.07%
$34.79 - $42.99 $3.8M - $4.69M
389K $16.7M
NU
Nu Holdings Ltd.

Financial Services
275K
+ 69.16%
$9.6 - $13.72 $2.64M - $3.77M
671K $9.21M
EXC
Exelon Corp

Utilities
130K
+ 59.25%
$42.2 - $47.37 $5.5M - $6.18M
350K $15.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7.82K
+ 2.61%
$108.06 - $135.3 $845K - $1.06M
307K $41.6M
NVS
Novartis Ag

Healthcare
11.3K
+ 2.91%
$101.96 - $121.01 $1.15M - $1.36M
398K $48.2M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
73K
+ 429.05%
$67.83 - $92.33 $4.95M - $6.74M
90K $6.54M
NVO
Novo Nordisk A S

Healthcare
71.8K
+ 23.9%
$58.08 - $81.05 $4.17M - $5.82M
372K $25.7M
IFF
International Flavors & Fragrances Inc

Basic Materials
66.3K
+ 347.49%
$66.85 - $79.33 $4.43M - $5.26M
85.3K $6.28M
GEL
Genesis Energy LP

Energy
600
+ 0.02%
$12.5 - $17.36 $7.5K - $10.4K
3.11M $53.5M
DDOG
Datadog, Inc.

Technology
29.7K
+ 135.59%
$87.0 - $134.33 $2.59M - $3.99M
51.7K $6.94M
MPWR
Monolithic Power Systems Inc

Technology
4.37K
+ 42.82%
$455.19 - $737.73 $1.99M - $3.23M
14.6K $10.7M
IDXX
Idexx Laboratories Inc

Healthcare
3.05K
+ 11.73%
$361.04 - $536.34 $1.1M - $1.64M
29.1K $15.6M
BX
Blackstone Inc.

Financial Services
14.5K
+ 5.8%
$120.07 - $151.11 $1.74M - $2.2M
265K $39.7M
ODFL
Old Dominion Freight Line, Inc.

Industrials
29.4K
+ 54.26%
$146.74 - $176.07 $4.31M - $5.17M
83.5K $13.6M
VGSH
Vanguard

ETFs
76K
+ 5.38%
$58.32 - $58.95 $4.43M - $4.48M
1.49M $87.5M
LHX
L3 Harris Technologies, Inc.

Industrials
9.73K
+ 18.77%
$200.21 - $256.99 $1.95M - $2.5M
61.6K $15.4M
VTV
Vanguard Value ETF

ETFs
10.3K
+ 1.5%
$153.67 - $176.74 $1.59M - $1.83M
699K $124M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.32K
+ 0.5%
$65.84 - $80.81 $219K - $268K
674K $54M
XLF
Financial Sector Spdr

ETFs
63.7K
+ 14.01%
$43.92 - $52.37 $2.8M - $3.34M
518K $27.1M
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