Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Amer Sports Inc
3.87K
+ 8.15%
N/A
51.3K $0
Biohaven LTD
1.56K
+ 9.35%
N/A
18.2K $0
China Yuchai Intl LTD
4.84K
+ 35.34%
N/A
18.5K $0
Avadel Pharmaceuticals PLC
17.5K
+ 11644.67%
N/A
17.6K $0
Aptiv PLC
8.84K
+ 62.32%
N/A
23K $0
Linde PLC
10.3K
+ 17.23%
N/A
70K $0
Lifezone Metals Limited
47.2K
+ 60.45%
N/A
125K $0
Liberty Global LTD
901
+ 2.8%
N/A
33.1K $0
Noble Corp PLC
31.1K
+ 76.97%
N/A
71.5K $0
SDRL
Seadrill Limited

Energy
11.4K
+ 66.57%
N/A
28.4K $0
Wns Hldgs LTD
3.82K
+ 58.48%
N/A
10.4K $0
Bunge Global Sa
3.86K
+ 67.24%
N/A
9.61K $0
Nebius Group N.V.
14.9K
+ 204.9%
N/A
22.2K $0
Arista Networks Inc
363K
+ 83.89%
N/A
795K $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
877
+ 5.44%
$92.51 - $102.81 $81.1K - $90.2K
17K $1.57M
Amalgamated Financial Corp
9.9K
+ 61.97%
N/A
25.9K $0
UHALB
Amerco Com Ser N
1.03K
+ 13.0%
N/A
8.96K $0
Amplify ETF Tr
13K
+ 12.38%
N/A
118K $0
Annaly Capital Management In
5.97K
+ 13.4%
N/A
50.5K $0
Ark 21 Shares Bitcoin ETF
509
+ 2.86%
N/A
18.3K $0
Arm Holdings PLC
925
+ 2.57%
N/A
36.9K $0
Armour Residential Reit Inc
80
+ 0.71%
N/A
11.3K $0
Atlanta Braves Hldgs Inc
28.9K
+ 246.9%
N/A
40.6K $0
Atlassian Corporation
2.63K
+ 23.96%
N/A
13.6K $0
Bgc Group Inc
499
+ 2.74%
N/A
18.7K $0
Blackrock ETF Trust Ii
16K
+ 95.38%
N/A
32.9K $0
Brookfield Asset Managmt LTD
13.7K
+ 16.5%
N/A
96.4K $0
BFB
Brown Forman Corp Cl B
34.4K
+ 87.41%
N/A
73.7K $0
SBCF
Seacoast Banking Corp Of Florida

Financial Services
568
+ 6.67%
$25.31 - $30.02 $14.4K - $17.1K
9.08K $233K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
200
+ 1.75%
$8.44 - $9.01 $1.69K - $1.8K
11.7K $99K
LMND
Lemonade, Inc.

Financial Services
1.3K
+ 16.27%
$30.77 - $38.56 $39.9K - $50K
9.27K $291K
ITM
Vaneck Intermediate Muni ETF

ETFs
83
+ 1.24%
$45.21 - $46.67 $3.75K - $3.87K
6.79K $308K
VFF
Village Farms International, Inc.

Consumer Defensive
80
+ 0.8%
$0.6 - $0.85 $48 - $68
10.1K $6K
ASH
Ashland Global Holdings Inc

Basic Materials
1.38K
+ 20.26%
$55.87 - $73.16 $77K - $101K
8.19K $485K
GRFS
Grifols Sa

Healthcare
397
+ 2.76%
$6.62 - $8.71 $2.63K - $3.46K
14.8K $105K
HAE
Haemonetics Corp

Healthcare
1.87K
+ 22.41%
$59.34 - $80.05 $111K - $149K
10.2K $648K
CGUS
Capital Group Core Equity ETF
1.09K
+ 4.53%
$33.08 - $36.62 $36K - $39.8K
25.1K $837K
SQFT
Presidio Property Trust, Inc.

Real Estate
1.18K
+ 9.61%
$0.57 - $0.8 $673 - $945
13.5K $7K
VERU
Veru Inc.

Healthcare
5
+ 0.03%
$0.45 - $1.28 $2.25 - $6.4
14.4K $7K
CNDT
Conduent Inc

Technology
39.2K
+ 48.33%
$2.7 - $4.42 $106K - $173K
120K $324K
NMFC
New Mountain Finance Corp

Financial Services
21
+ 0.15%
$10.89 - $12.02 $229 - $252
13.7K $150K
WWR
Westwater Resources, Inc.

Basic Materials
281
+ 1.65%
$0.55 - $1.16 $155 - $326
17.3K $9K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
2
+ 0.02%
$10.66 - $11.28 $21.3 - $22.6
10.3K $111K
IETC
Ishares U S ETF Tr

ETFs
608
+ 12.98%
$74.94 - $89.98 $45.6K - $54.7K
5.29K $396K
UNCY
Unicycive Therapeutics, Inc.

Healthcare
3.24K
+ 14.27%
$0.5 - $0.8 $1.62K - $2.59K
25.9K $14K
NVMI
Nova Ltd.

Technology
86
+ 5.78%
$184.33 - $273.65 $15.9K - $23.5K
1.58K $290K
RVT
Royce Value Trust, Inc.

Financial Services
955
+ 8.65%
$14.07 - $16.68 $13.4K - $15.9K
12K $170K
ARRY
Array Technologies, Inc.

Technology
2.12K
+ 17.44%
$4.87 - $7.62 $10.3K - $16.2K
14.3K $69K
AX
Axos Financial, Inc.

Financial Services
283
+ 6.86%
$61.63 - $73.1 $17.4K - $20.7K
4.41K $284K
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
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