Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLNE
Clean Energy Fuels Corp.

Energy
22.4K
+ 72.4%
$1.32 - $2.08 $29.6K - $46.6K
53.3K $104K
ALX
Alexanders Inc

Real Estate
177
+ 17.29%
$193.54 - $232.53 $34.3K - $41.2K
1.2K $270K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
611
+ 10.57%
$84.41 - $106.28 $51.6K - $64.9K
6.39K $607K
ABCL
Ab Cellera Biologics Inc.

Healthcare
2.66K
+ 6.93%
$1.93 - $3.8 $5.13K - $10.1K
41K $140K
PARA
Paramount Global

Communication Services
294
+ 0.55%
$10.65 - $12.9 $3.13K - $3.79K
53.5K $689K
CROX
Crocs, Inc.

Consumer Cyclical
958
+ 10.98%
$88.67 - $120.26 $84.9K - $115K
9.68K $980K
LQDA
Liquidia Corp

Healthcare
7.77K
+ 40.71%
$11.99 - $19.3 $93.1K - $150K
26.8K $334K
GTN
Gray Television Inc

Communication Services
9.36K
+ 17.27%
$3.2 - $4.64 $29.9K - $43.4K
63.5K $287K
DH
Definitive Healthcare Corp.

Healthcare
8.43K
+ 41.72%
$2.45 - $4.0 $20.6K - $33.7K
28.6K $111K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
345
+ 42.86%
$196.72 - $266.32 $67.9K - $91.9K
1.15K $264K
LPX
Louisiana Pacific Corp

Industrials
1.41K
+ 12.28%
$81.16 - $95.48 $115K - $135K
12.9K $1.11M
AVTR
Avantor, Inc.

Basic Materials
12.8K
+ 29.47%
$11.94 - $16.29 $152K - $208K
56K $753K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
11.2K
+ 94.23%
$3.99 - $4.93 $44.7K - $55.2K
23.1K $108K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3
+ 0.04%
$51.36 - $62.5 $154 - $188
7.63K $476K
MLPB
Ubs Ag

ETFs
2.54K
+ 29.0%
$23.47 - $28.1 $59.5K - $71.3K
11.3K $293K
NPK
National Presto Industries Inc

Industrials
275
+ 11.45%
$81.06 - $99.62 $22.3K - $27.4K
2.68K $262K
BRFS
Brf S.A.

Consumer Defensive
10.8K
+ 19.11%
$3.11 - $4.0 $33.7K - $43.4K
67.6K $246K
MXI
Ishares Global Materials ETF

ETFs
284
+ 3.97%
$71.63 - $86.87 $20.3K - $24.7K
7.44K $635K
MSEX
Middlesex Water CO

Utilities
1.54K
+ 47.09%
$54.18 - $66.57 $83.2K - $102K
4.8K $259K
BLND
Blend Labs, Inc.

Technology
15.3K
+ 81.43%
$3.04 - $3.74 $46.4K - $57.1K
34K $112K
ICUI
Icu Medical Inc

Healthcare
667
+ 11.6%
$127.74 - $151.04 $85.2K - $101K
6.42K $847K
UCTT
Ultra Clean Holdings, Inc.

Technology
958
+ 4.32%
$17.84 - $22.81 $17.1K - $21.9K
23.1K $522K
ILCV
Ishares Morningstar Value ETF

ETFs
453
+ 9.74%
$72.16 - $83.39 $32.7K - $37.8K
5.11K $425K
ORGO
Organogenesis Holdings Inc.

Healthcare
16.2K
+ 84.46%
$2.66 - $5.34 $43.1K - $86.5K
35.4K $129K
DVA
Davita Inc.

Healthcare
907
+ 11.59%
$133.5 - $155.51 $121K - $141K
8.74K $1.24M
S
Sentinel One, Inc.

Technology
2.42K
+ 8.85%
$16.17 - $20.34 $39.2K - $49.3K
29.8K $545K
GNTY
Guaranty Bancshares Inc

Financial Services
751
+ 11.82%
$37.41 - $43.28 $28.1K - $32.5K
7.1K $301K
JPIE
J P Morgan Exchange Traded Fd
949
+ 8.44%
$45.12 - $46.32 $42.8K - $44K
12.2K $564K
ADTN
Adtran Inc

Technology
3.42K
+ 5.67%
$7.18 - $8.97 $24.6K - $30.7K
63.8K $572K
EVER
Ever Quote, Inc.

Communication Services
2.58K
+ 32.4%
$20.21 - $26.71 $52.1K - $68.8K
10.5K $254K
HNI
Hni Corp

Industrials
183
+ 2.39%
$40.26 - $49.71 $7.37K - $9.1K
7.84K $385K
DHT
Dht Holdings, Inc.

Energy
3.86K
+ 34.06%
$9.45 - $12.15 $36.5K - $46.9K
15.2K $164K
FDLO
Fidelity Covington Tr Low Vola

ETFs
468
+ 6.06%
$54.44 - $62.8 $25.5K - $29.4K
8.2K $514K
ACCO
Acco Brands Corp

Industrials
18.9K
+ 53.31%
$3.37 - $4.28 $63.8K - $81K
54.4K $194K
PLSE
Pulse Biosciences, Inc.

Healthcare
3.95K
+ 26.3%
$14.48 - $19.27 $57.2K - $76.1K
19K $286K
ASIX
Advan Six Inc.

Basic Materials
1.4K
+ 13.25%
$18.69 - $24.81 $26.1K - $34.7K
12K $284K
WLK
Westlake Corp

Basic Materials
3.15K
+ 39.25%
$69.83 - $102.01 $220K - $321K
11.2K $847K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
700
+ 9.23%
$32.61 - $38.62 $22.8K - $27K
8.29K $315K
RFV
Invesco Exchange Traded Fd Tr

ETFs
168
+ 4.67%
$97.97 - $121.24 $16.5K - $20.4K
3.76K $454K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.15K
+ 8.61%
$53.66 - $58.71 $61.9K - $67.7K
14.5K $815K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
143
+ 3.29%
$50.29 - $64.29 $7.19K - $9.19K
4.49K $288K
PNNT
Pennantpark Investment Corp

Financial Services
6.96K
+ 26.37%
$5.91 - $7.08 $41.2K - $49.3K
33.4K $228K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
414
+ 17.7%
$110.23 - $131.5 $45.6K - $54.4K
2.75K $340K
SDGR
Schrodinger, Inc.

Healthcare
1.64K
+ 6.27%
$17.97 - $26.69 $29.4K - $43.7K
27.7K $558K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
101
+ 0.75%
$25.48 - $31.98 $2.57K - $3.23K
13.5K $431K
OSPN
One Span Inc.

Technology
608
+ 2.79%
$13.57 - $16.81 $8.25K - $10.2K
22.4K $374K
PECO
Phillips Edison & Company, Inc.

Real Estate
3.37K
+ 6.42%
$33.53 - $37.33 $113K - $126K
55.9K $1.96M
NGD
New Gold Inc.

Basic Materials
2.07K
+ 8.12%
$2.98 - $4.95 $6.17K - $10.3K
27.6K $136K
SLGN
Silgan Holdings Inc

Consumer Cyclical
536
+ 13.52%
$45.48 - $56.15 $24.4K - $30.1K
4.5K $243K
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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