Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QS
Quantum Scape Corp

Consumer Cyclical
10.6K
+ 22.85%
$4.15 - $6.58 $44.1K - $69.9K
57.1K $237K
VOYA
Voya Financial, Inc.

Financial Services
22
+ 0.35%
$65.1 - $75.67 $1.43K - $1.66K
6.26K $424K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
46
+ 3.06%
$191.06 - $228.87 $8.79K - $10.5K
1.55K $296K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
973
+ 6.03%
$7.55 - $8.77 $7.35K - $8.53K
17.1K $137K
AREC
American Resources Corp

Basic Materials
4.87K
+ 27.04%
$0.45 - $0.79 $2.19K - $3.85K
22.9K $10K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
54
+ 1.81%
$70.74 - $89.0 $3.82K - $4.81K
3.03K $228K
EVGO
E Vgo Inc.

Consumer Cyclical
7.68K
+ 37.14%
$2.37 - $4.46 $18.2K - $34.2K
28.4K $75K
FIW
First Trust Water ETF

ETFs
9
+ 0.15%
$99.48 - $106.74 $895 - $961
6.06K $609K
DLX
Deluxe Corp

Communication Services
15.1K
+ 41.32%
$15.43 - $23.42 $233K - $353K
51.6K $816K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2
+ 0.09%
$119.84 - $136.1 $240 - $272
2.16K $260K
BPOP
Popular, Inc.

Financial Services
40
+ 0.56%
$87.14 - $106.33 $3.49K - $4.25K
7.19K $663K
TSBK
Timberland Bancorp Inc

Financial Services
6
+ 0.03%
$28.5 - $32.04 $171 - $192
23.9K $721K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13.2K
+ 44.87%
$2.86 - $9.78 $37.7K - $129K
42.6K $121K
FLIN
Franklin Templeton ETF Tr

ETFs
325
+ 1.7%
$34.0 - $38.4 $11.1K - $12.5K
19.5K $716K
ROIV
Roivant Sciences Ltd.

Healthcare
2.93K
+ 13.45%
$10.09 - $12.08 $29.5K - $35.3K
24.7K $248K
BALL
Ball Corp

Consumer Cyclical
1.46K
+ 4.75%
$49.04 - $56.53 $71.4K - $82.3K
32.1K $1.67M
HTLD
Heartland Express Inc

Industrials
2.76K
+ 15.3%
$9.2 - $11.92 $25.4K - $32.9K
20.8K $192K
LZB
La Z Boy Inc

Consumer Cyclical
660
+ 8.08%
$38.0 - $48.02 $25.1K - $31.7K
8.83K $345K
BL
Blackline, Inc.

Technology
2.17K
+ 23.16%
$47.46 - $65.64 $103K - $142K
11.5K $558K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
148
+ 2.12%
$32.49 - $37.99 $4.81K - $5.62K
7.12K $238K
QDF
Flexshares Quality Dividend In

ETFs
253
+ 1.96%
$67.19 - $73.37 $17K - $18.6K
13.1K $897K
UUUU
Energy Fuels Inc

Energy
7.05K
+ 26.14%
$3.73 - $5.88 $26.3K - $41.4K
34K $126K
PENN
Penn National Gaming Inc

Consumer Cyclical
1.56K
+ 14.26%
$16.23 - $22.73 $25.3K - $35.5K
12.5K $203K
CG
Carlyle Group Inc.

Financial Services
1.82K
+ 13.64%
$40.03 - $56.96 $72.9K - $104K
15.2K $660K
URA
Global X Uranium ETF

ETFs
1.81K
+ 12.91%
$22.92 - $30.98 $41.5K - $56K
15.8K $362K
ACVA
Acv Auctions Inc.

Consumer Cyclical
9.58K
+ 48.36%
$13.1 - $22.25 $125K - $213K
29.4K $413K
EQAL
Invesco ETF

ETFs
60
+ 0.37%
$46.28 - $50.51 $2.78K - $3.03K
16.1K $761K
BYD
Boyd Gaming Corp

Consumer Cyclical
724
+ 7.87%
$65.83 - $79.52 $47.7K - $57.6K
9.92K $653K
ROBO
Robo Global Robotics And Autom

ETFs
859
+ 6.92%
$51.5 - $60.89 $44.2K - $52.3K
13.3K $683K
MCB
Metropolitan Bank Holding Corp.

Financial Services
5
+ 0.08%
$52.53 - $65.79 $263 - $329
6.46K $361K
MHK
Mohawk Industries Inc

Consumer Cyclical
16
+ 0.48%
$110.92 - $130.83 $1.77K - $2.09K
3.38K $386K
HCAT
Health Catalyst, Inc.

Healthcare
8.81K
+ 40.53%
$3.97 - $7.42 $35K - $65.4K
30.6K $138K
HITI
High Tide Inc.

Healthcare
333
+ 2.59%
$1.89 - $3.41 $629 - $1.14K
13.2K $24K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
13
+ 0.1%
$18.61 - $21.28 $242 - $277
12.8K $242K
BFLY
Butterfly Network, Inc.

Healthcare
2.16K
+ 9.23%
$2.28 - $4.82 $4.93K - $10.4K
25.6K $58K
GRC
Gorman Rupp CO

Industrials
266
+ 2.98%
$35.1 - $39.76 $9.34K - $10.6K
9.2K $322K
LAD
Lithia Motors Inc

Consumer Cyclical
328
+ 18.71%
$285.59 - $385.71 $93.7K - $127K
2.08K $610K
OLO
Olo Inc.

Technology
4.88K
+ 17.43%
$5.98 - $8.12 $29.2K - $39.6K
32.9K $198K
ISCV
Ishares Morningstar Small Cap

ETFs
2
+ 0.05%
$58.11 - $66.0 $116 - $132
4.11K $243K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
43K
+ 124.6%
$2.21 - $6.13 $95.1K - $264K
77.6K $171K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
13.5K
+ 60.16%
$7.17 - $12.89 $96.9K - $174K
36K $257K
CLNE
Clean Energy Fuels Corp.

Energy
4.71K
+ 17.96%
$1.55 - $3.57 $7.3K - $16.8K
30.9K $47K
FPX
First Trust Us Equity Opportun

ETFs
308
+ 4.57%
$106.21 - $143.53 $32.7K - $44.2K
7.04K $786K
AQST
Aquestive Therapeutics, Inc.

Healthcare
10.3K
+ 13.62%
$2.54 - $3.75 $26.1K - $38.5K
85.6K $248K
VTHR
Vanguard Russell 3000 ETF

ETFs
121
+ 3.3%
$243.2 - $272.04 $29.4K - $32.9K
3.78K $933K
WOLF
Wolfspeed, Inc.

Technology
26.9K
+ 96.05%
$2.59 - $7.48 $69.6K - $201K
54.8K $167K
IX
Orix Corp

Financial Services
19.1K
+ 388.3%
$20.44 - $107.42 $391K - $2.05M
24K $502K
BMEA
Biomea Fusion, Inc.

Healthcare
444
+ 3.7%
$2.13 - $4.48 $946 - $1.99K
12.4K $26K
CFFN
Capitol Federal Financial, Inc.

Financial Services
634
+ 0.82%
$5.56 - $6.2 $3.53K - $3.93K
77.7K $435K
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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