Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RGCO
Rgc Resources Inc

Utilities
252
+ 2.39%
$19.37 - $21.69 $4.88K - $5.47K
10.8K $224K
NAT
Nordic American Tankers LTD

Industrials
3.3K
+ 3.04%
N/A
112K $444K
AGM
Federal Agricultural Mortgage Corp

Financial Services
347
+ 6.25%
$182.78 - $209.07 $63.4K - $72.5K
5.9K $1.11M
MLM
Martin Marietta Materials Inc

Basic Materials
1.34K
+ 8.17%
$460.39 - $552.64 $617K - $741K
17.7K $8.48M
PEGA
Pegasystems Inc

Technology
1.78K
+ 37.83%
$68.14 - $112.29 $121K - $200K
6.48K $450K
TKR
Timken CO

Industrials
104
+ 1.17%
$69.85 - $83.79 $7.26K - $8.71K
8.99K $645K
CIVI
Civitas Resources, Inc.

Energy
5.3K
+ 33.66%
$32.05 - $54.79 $170K - $290K
21.1K $734K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
5
+ 0.02%
$9.55 - $10.42 $47.8 - $52.1
26.9K $271K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.02K
+ 20.5%
$36.88 - $49.3 $74.6K - $99.7K
11.9K $438K
APOG
Apogee Enterprises, Inc.

Industrials
5.35K
+ 56.92%
$46.23 - $71.9 $247K - $385K
14.8K $683K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$81.43 - $87.33 $81.4 - $87.3
2.76K $238K
SDG
Ishares Trust Ishares Msci Glo

ETFs
95
+ 1.89%
$69.64 - $76.33 $6.62K - $7.25K
5.13K $371K
OPK
Opko Health, Inc.

Healthcare
3.83K
+ 15.8%
$1.45 - $1.94 $5.56K - $7.44K
28.1K $46K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
638
+ 13.64%
$82.81 - $96.53 $52.8K - $61.6K
5.32K $446K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
518
+ 3.86%
$3.88 - $4.37 $2.01K - $2.26K
13.9K $60K
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
241
+ 2.15%
$17.43 - $18.01 $4.2K - $4.34K
11.4K $205K
TOWN
Towne Bank (Va)

Financial Services
219
+ 1.09%
$32.13 - $37.51 $7.04K - $8.21K
20.3K $693K
EWH
Ishares Msci Hong Kong ETF

ETFs
46
+ 0.44%
$15.8 - $18.39 $727 - $846
10.6K $184K
RWT
Redwood Trust Inc

Real Estate
2.26K
+ 21.21%
$6.01 - $6.72 $13.6K - $15.2K
12.9K $78K
SHBI
Shore Bancshares Inc

Financial Services
7.66K
+ 18.64%
$13.21 - $16.75 $101K - $128K
48.8K $660K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
12.9K
+ 5.26%
$5.83 - $7.58 $75.2K - $97.7K
258K $1.61M
CRMT
Americas Carmart Inc

Consumer Cyclical
781
+ 17.15%
$38.0 - $51.15 $29.7K - $39.9K
5.34K $242K
AINV
Apollo Investment Corp

Financial Services
804
+ 6.2%
N/A
13.8K $153K
APPN
Appian Corp

Technology
1.86K
+ 17.33%
$28.81 - $37.23 $53.6K - $69.3K
12.6K $363K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
240
+ 2.23%
$47.35 - $48.24 $11.4K - $11.6K
11K $522K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
780
+ 4.09%
$20.7 - $21.15 $16.1K - $16.5K
19.8K $410K
NTCT
Netscout Systems Inc

Technology
1.96K
+ 3.89%
$20.47 - $25.06 $40.2K - $49.2K
52.5K $1.1M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
167
+ 1.66%
$28.27 - $29.28 $4.72K - $4.89K
10.2K $296K
VTC
Vanguard Scottsdale Fds Total

ETFs
8
+ 0.11%
$74.74 - $77.39 $598 - $619
7.57K $581K
FN
Fabrinet

Technology
1.71K
+ 11.65%
$183.66 - $267.24 $314K - $457K
16.4K $3.24M
ABSI
Absci Corp

Healthcare
4.19K
+ 28.11%
$2.51 - $5.82 $10.5K - $24.4K
19.1K $47K
BITF
Bitfarms LTD

Financial Services
31.7K
+ 132.95%
$0.79 - $1.76 $25.1K - $55.8K
55.6K $43K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.19K
+ 3.14%
$8.11 - $8.58 $9.65K - $10.2K
39K $317K
SWIM
Latham Group, Inc.

Industrials
2.16K
+ 18.74%
$5.46 - $7.53 $11.8K - $16.3K
13.7K $88K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
882
+ 5.63%
$11.4 - $11.96 $10.1K - $10.5K
16.5K $190K
ZETA
Zeta Global Holdings Corp.

Technology
5.69K
+ 36.84%
$13.56 - $24.69 $77.2K - $141K
21.2K $286K
HBNC
Horizon Bancorp Inc

Financial Services
4.39K
+ 7.72%
$15.0 - $17.76 $65.8K - $77.9K
61.2K $922K
DH
Definitive Healthcare Corp.

Healthcare
7.59K
+ 60.13%
$2.59 - $5.55 $19.6K - $42.1K
20.2K $58K
ERAS
Erasca, Inc.

Healthcare
24K
+ 105.85%
$1.28 - $2.75 $30.7K - $66K
46.7K $63K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
353
+ 0.39%
N/A
92K $1.86M
MEAR
Blackrock Short Maturity Munic

ETFs
4
+ 0.02%
$49.97 - $50.36 $200 - $201
25.1K $1.26M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
482
+ 12.3%
$48.9 - $56.81 $23.6K - $27.4K
4.4K $215K
PRG
Prog Holdings, Inc.

Industrials
3.78K
+ 63.43%
$25.94 - $43.82 $97.9K - $165K
9.73K $258K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.06K
+ 7.31%
$44.19 - $55.09 $46.9K - $58.5K
15.6K $688K
HNI
Hni Corp

Industrials
1.03K
+ 15.51%
$43.17 - $51.26 $44.4K - $52.7K
7.66K $339K
IOO
Ishares Tr Global 100 ETF

ETFs
613
+ 5.22%
$96.2 - $105.12 $59K - $64.4K
12.4K $1.19M
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
5.42K
+ 38.6%
$1.0 - $1.22 $5.42K - $6.61K
19.4K $20K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
3.41K
+ 31.4%
$5.74 - $7.6 $19.6K - $25.9K
14.3K $89K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
1.05K
+ 7.61%
$30.75 - $33.98 $32.3K - $35.7K
14.9K $463K
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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