Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
5.2K
+ 26.7%
N/A
24.7K $0
Liberty Media Corp Del
92
+ 1.39%
N/A
6.73K $0
HEIA
Heico Crp Cl A
5.96K
+ 74.59%
N/A
14K $0
CLMB
Climb Global Solutions Inc Com
75
+ 3.75%
N/A
2.07K $0
Klaviyo Inc
1.3K
+ 7.67%
N/A
18.3K $0
Dimensional ETF Trust
35.9K
+ 113.24%
N/A
67.7K $0
Ishares Tr
37
+ 0.22%
N/A
16.5K $0
Ishares Tr
8
+ 0.04%
N/A
17.9K $0
Ishares Tr
2.8K
+ 24.54%
N/A
14.2K $0
Ishares Tr
1.14K
+ 10.01%
N/A
12.6K $0
Fidelity Covington Trust
405
+ 0.96%
N/A
42.6K $0
Fidelity Covington Trust
483
+ 2.92%
N/A
17K $0
Fidelity Covington Trust
459
+ 2.66%
N/A
17.7K $0
Fidelity Covington Trust
5.27K
+ 44.35%
N/A
17.1K $0
Diversified Energy Company P
3.98K
+ 29.34%
N/A
17.5K $0
Ark 21 Shares Bitcoin ETF
36.6K
+ 199.73%
N/A
54.9K $0
Fidelity Wise Origin Bitcoin
4.18K
+ 3.5%
N/A
124K $0
Bitwise Bitcoin ETF Tr
6.23K
+ 10.78%
N/A
64K $0
Core Scientific Inc New
9.2K
+ 32.08%
N/A
37.9K $0
Amplify ETF Tr
1
+ 0.02%
N/A
4.18K $0
Vanguard Calif Tax Free Fds
36.7K
+ 230.79%
N/A
52.6K $0
American Healthcare Reit Inc
1.63K
+ 4.54%
N/A
37.5K $0
Jpmorgan Chase Finl CO LLC
1.81K
+ 12.39%
N/A
16.4K $0
Serve Robotics Inc
2.66K
+ 25.86%
N/A
12.9K $0
Rubrik Inc.
236
+ 5.32%
N/A
4.67K $0
Mackenzie Rlty Cap Inc
4.25K
+ 21.13%
N/A
24.4K $0
Ishares Ethereum Tr
8.34K
+ 18.45%
N/A
53.5K $0
Blaize Hldgs Inc
30.9K
+ 29.77%
N/A
135K $0
Spinnaker ETF Series
3.6K
+ 57.6%
N/A
9.85K $0
Blackrock ETF Trust Ii
110
+ 2.05%
N/A
5.48K $0
Vanguard Instl Index Fd
9.78K
+ 281.19%
N/A
13.3K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
22.7K
+ 23.77%
N/A
118K $0
Chimera Invt Corp
9.83K
+ 82.33%
N/A
21.8K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
2.17K
+ 22.52%
N/A
11.8K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1.03K
+ 11.92%
N/A
9.63K $0
Oaktree Specialty Lending CO
996
+ 1.91%
N/A
53.1K $0
FAN
First Tr Exchange Traded Fd Ii
2
+ 0.02%
N/A
12.5K $0
Bgc Group Inc
9.23K
+ 49.31%
N/A
27.9K $0
Proshares Tr Ii
15K
+ 165.25%
N/A
24.1K $0
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
230
+ 1.07%
$25.21 - $34.03 $5.8K - $7.83K
21.7K $650K
SWIM
Latham Group, Inc.

Industrials
63
+ 0.46%
$4.72 - $6.76 $297 - $426
13.8K $87K
PAYX
Paychex Inc

Industrials
7.51K
+ 6.05%
$137.01 - $159.78 $1.03M - $1.2M
132K $19.2M
GLDG
Gold Mining Inc.

Basic Materials
5.7K
+ 12.75%
$0.72 - $0.86 $4.1K - $4.9K
50.4K $36K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
868
+ 5.65%
$107.83 - $119.94 $93.6K - $104K
16.2K $1.75M
BMEA
Biomea Fusion, Inc.

Healthcare
684
+ 5.5%
$1.37 - $2.9 $937 - $1.98K
13.1K $23K
APLE
Apple Hospitality Reit, Inc.

Real Estate
2.17K
+ 9.2%
$10.66 - $12.92 $23.2K - $28.1K
25.8K $301K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
609
+ 4.85%
$11.76 - $13.64 $7.16K - $8.31K
13.2K $167K
CB
Chubb LTD

Financial Services
6.07K
+ 4.22%
$274.32 - $302.46 $1.66M - $1.83M
150K $43.4M
OMCL
Omnicell, Inc

Healthcare
1.35K
+ 16.75%
$24.63 - $35.46 $33.2K - $47.8K
9.39K $276K
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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