Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
6.17K
+ 15.11%
$4.22 - $6.0 $26K - $37K
47K $245K
BKD
Brookdale Senior Living Inc.

Healthcare
501
+ 1.7%
$5.13 - $7.1 $2.57K - $3.56K
30K $208K
WTI
W&T Offshore Inc

Energy
12.7K
+ 42.3%
$1.11 - $2.36 $14.2K - $30.1K
42.9K $70K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
2.69K
+ 19.63%
$21.4 - $26.31 $57.5K - $70.7K
16.4K $355K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
2.17K
+ 14.51%
$7.98 - $10.06 $17.3K - $21.8K
17.1K $165K
FDS
Factset Research Systems Inc

Financial Services
110
+ 3.02%
$398.85 - $473.32 $43.9K - $52.1K
3.76K $1.68M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
1.02K
+ 6.92%
$22.25 - $30.3 $22.8K - $31K
15.8K $433K
ATAI
Atai Life Sciences N.V.

Healthcare
5.12K
+ 39.05%
$1.21 - $2.49 $6.2K - $12.7K
18.2K $39K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
3.26K
+ 25.41%
$12.42 - $16.79 $40.5K - $54.8K
16.1K $200K
MD
Mednax, Inc.

Healthcare
1.74K
+ 5.77%
$12.0 - $15.17 $20.9K - $26.4K
31.9K $457K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
336
+ 6.34%
$55.57 - $62.73 $18.7K - $21.1K
5.63K $347K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
5
+ 0.26%
$102.11 - $124.82 $511 - $624
1.96K $244K
AREC
American Resources Corp

Basic Materials
15K
+ 65.53%
$0.4 - $1.29 $6K - $19.4K
37.9K $31K
ARKO
Arko Corp.

Consumer Cyclical
4.16K
+ 37.87%
$3.65 - $5.29 $15.2K - $22K
15.2K $64K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
453
+ 5.02%
$25.17 - $33.43 $11.4K - $15.1K
9.47K $296K
SHC
Sotera Health CO

Healthcare
2.67K
+ 15.26%
$9.8 - $13.5 $26.2K - $36.1K
20.2K $224K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
751
+ 2.17%
$7.2 - $8.65 $5.41K - $6.5K
35.3K $305K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
8
+ 0.09%
$107.61 - $119.09 $861 - $953
8.57K $1.02M
KBE
Spdr S&P Bank ETF

ETFs
64
+ 1.15%
$45.85 - $55.78 $2.93K - $3.57K
5.62K $313K
TVTX
Travere Therapeutics, Inc.

Healthcare
6.52K
+ 25.99%
$13.49 - $21.54 $88K - $141K
31.6K $468K
ISCB
International Speedway Corp

ETFs
61
+ 1.58%
$47.12 - $58.28 $2.87K - $3.56K
3.92K $228K
POOL
Pool Corp

Industrials
647
+ 10.15%
$285.0 - $325.66 $184K - $211K
7.02K $2.05M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
613
+ 15.43%
$64.31 - $75.93 $39.4K - $46.5K
4.59K $311K
HPP
Hudson Pacific Properties, Inc.

Real Estate
9.47K
+ 25.85%
$1.86 - $3.08 $17.6K - $29.2K
46.1K $126K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.22K
+ 8.54%
$5.27 - $7.02 $6.41K - $8.54K
15.5K $107K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
9.69K
+ 35.02%
$1.05 - $1.54 $10.2K - $14.9K
37.4K $52K
AUSF
Global X Fds Adaptive U S Fact

ETFs
221
+ 3.05%
$39.16 - $44.7 $8.65K - $9.88K
7.46K $333K
NWBI
Northwest Bancshares, Inc.

Financial Services
615
+ 5.0%
$10.9 - $12.84 $6.7K - $7.9K
12.9K $164K
DYN
Dyne Therapeutics, Inc.

Healthcare
2.8K
+ 23.82%
$6.81 - $14.78 $19K - $41.3K
14.5K $138K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
4.73K
+ 14.77%
N/A
36.8K $123K
IAG
Iamgold Corp

Basic Materials
225
+ 1.69%
$5.63 - $8.09 $1.27K - $1.82K
13.5K $99K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
142
+ 0.78%
$19.41 - $22.77 $2.76K - $3.23K
18.4K $418K
TV
Grupo Televisa, S.A.B.

Communication Services
2.64K
+ 11.9%
$1.6 - $2.48 $4.22K - $6.55K
24.8K $54K
EMLP
First Tr Exchange Traded Iv

ETFs
415
+ 4.11%
$33.62 - $37.89 $14K - $15.7K
10.5K $394K
SVM
Silvercorp Metals Inc

Basic Materials
1.15K
+ 3.7%
$3.22 - $4.43 $3.7K - $5.09K
32.2K $135K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
39
+ 0.61%
$65.1 - $75.98 $2.54K - $2.96K
6.44K $489K
AIV
Apartment Investment & Management CO

Real Estate
1.71K
+ 16.38%
$7.24 - $8.85 $12.4K - $15.2K
12.2K $105K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
793
+ 3.72%
$25.57 - $26.34 $20.3K - $20.9K
22.1K $576K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.51K
+ 13.73%
$7.05 - $8.02 $10.6K - $12.1K
12.5K $100K
NXST
Nexstar Media Group, Inc.

Communication Services
257
+ 4.87%
$144.68 - $181.86 $37.2K - $46.7K
5.53K $957K
RXT
Rackspace Technology, Inc.

Technology
13.7K
+ 114.17%
$1.03 - $1.73 $14.1K - $23.7K
25.7K $32K
PKI
Perkinelmer Inc

Healthcare
87
+ 0.44%
N/A
19.7K $2.38M
LZ
Legalzoom.Com, Inc.

Industrials
752
+ 5.74%
$6.61 - $9.71 $4.97K - $7.3K
13.9K $123K
SVOL
Simplify ETF Simplify Volatili

ETFs
452
+ 2.71%
$13.97 - $19.98 $6.31K - $9.03K
17.1K $314K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
438
+ 14.47%
$99.46 - $129.39 $43.6K - $56.7K
3.47K $389K
HAL
Halliburton CO

Energy
42.2K
+ 24.76%
$19.26 - $25.7 $812K - $1.08M
213K $4.33M
CAC
Camden National Corp

Financial Services
140
+ 0.37%
$36.35 - $41.49 $5.09K - $5.81K
37.8K $1.53M
BDN
Brandywine Realty Trust

Real Estate
2.75K
+ 23.91%
$3.5 - $4.58 $9.62K - $12.6K
14.2K $61K
RVT
Royce Value Trust, Inc.

Financial Services
5
+ 0.04%
$12.5 - $15.21 $62.5 - $76.1
12K $180K
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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