Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDYN
Grid Dynamics Holdings, Inc.

Technology
2.87K
+ 29.09%
$15.65 - $24.05 $44.9K - $69K
12.7K $199K
IOSP
Innospec Inc.

Basic Materials
560
+ 11.8%
$94.75 - $116.61 $53.1K - $65.3K
5.31K $502K
GEVO
Gevo, Inc.

Basic Materials
1.1K
+ 4.43%
$1.14 - $2.85 $1.26K - $3.14K
26K $30K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1
+ 0.06%
$147.38 - $176.39 $147 - $176
1.67K $253K
DHIL
Diamond Hill Investment Group Inc

Financial Services
41
+ 1.86%
$142.84 - $156.59 $5.86K - $6.42K
2.25K $321K
ETSY
Etsy Inc

Consumer Cyclical
865
+ 7.96%
$44.4 - $57.29 $38.4K - $49.6K
11.7K $553K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
360
+ 3.93%
$47.48 - $53.82 $17.1K - $19.4K
9.51K $451K
INSP
Inspire Medical Systems, Inc.

Healthcare
372
+ 11.86%
$157.24 - $215.42 $58.5K - $80.1K
3.51K $558K
RFV
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.5%
$111.51 - $128.61 $2.01K - $2.31K
3.6K $410K
LYFT
Lyft, Inc.

Technology
323
+ 1.23%
$11.27 - $15.12 $3.64K - $4.88K
26.6K $315K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
12
+ 0.07%
$13.63 - $15.28 $164 - $183
18.2K $248K
FOR
Forestar Group Inc.

Real Estate
1K
+ 10.51%
$21.07 - $27.26 $21.1K - $27.3K
10.5K $222K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.07%
$28.64 - $32.91 $258 - $296
13.4K $388K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.21K
+ 11.9%
$634.14 - $744.83 $767K - $900K
11.4K $7.21M
AIN
Albany International Corp

Consumer Cyclical
481
+ 8.78%
$69.04 - $82.96 $33.2K - $39.9K
5.96K $411K
CMP
Compass Minerals International Inc

Basic Materials
1.53K
+ 7.33%
$9.29 - $14.21 $14.2K - $21.7K
22.3K $207K
FSLY
Fastly, Inc.

Technology
5.65K
+ 28.14%
$6.33 - $10.92 $35.8K - $61.7K
25.7K $162K
IVT
Inven Trust Properties Corp.

Real Estate
26
+ 0.07%
$28.36 - $30.77 $737 - $800
36.4K $1.07M
KULR
Kulr Technology Group, Inc.

Technology
200
+ 1.64%
$1.13 - $3.47 $226 - $694
12.4K $16K
SBSI
Southside Bancshares Inc

Financial Services
77
+ 0.73%
$28.79 - $32.77 $2.22K - $2.52K
10.6K $307K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
4.29K
+ 34.85%
$7.46 - $18.47 $32K - $79.1K
16.6K $138K
AVY
Avery Dennison Corp

Industrials
407
+ 3.78%
$174.58 - $195.91 $71.1K - $79.7K
11.2K $1.99M
TY
Tri Continental Corp

Financial Services
1
+ 0.0%
$30.4 - $32.91 $30.4 - $32.9
27K $826K
AIRS
Airsculpt Technologies, Inc.

Healthcare
1
+ 0.01%
$2.29 - $6.05 $2.29 - $6.05
10K $23K
OSBC
Old Second Bancorp Inc

Financial Services
715
+ 2.01%
$16.18 - $19.4 $11.6K - $13.9K
36.2K $602K
TTC
Toro CO

Industrials
1.03K
+ 7.25%
$71.86 - $87.28 $73.7K - $89.5K
15.2K $1.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
976
+ 5.75%
$89.18 - $104.04 $87K - $102K
17.9K $1.64M
BLKB
Blackbaud Inc

Technology
505
+ 9.67%
$61.9 - $80.79 $31.3K - $40.8K
5.73K $355K
ANVS
Annovis Bio, Inc.

Healthcare
3K
+ 28.68%
$1.5 - $5.39 $4.5K - $16.2K
13.5K $20K
CSTL
Castle Biosciences Inc

Healthcare
1.56K
+ 16.35%
$18.76 - $32.72 $29.3K - $51K
11.1K $222K
VOTE
Engine No 1 ETF Tr

ETFs
110
+ 0.91%
$64.6 - $72.12 $7.11K - $7.93K
12.3K $801K
PDP
Invesco Exchange Traded Fd Tr

ETFs
118
+ 2.02%
$96.95 - $116.13 $11.4K - $13.7K
5.97K $596K
LRGF
Ishares Tr

ETFs
340
+ 1.61%
$56.95 - $63.95 $19.4K - $21.7K
21.4K $1.24M
SLQT
Select Quote, Inc.

Financial Services
2.4K
+ 2.19%
$3.34 - $6.05 $8.02K - $14.5K
112K $374K
OPEN
Opendoor Technologies Inc.

Real Estate
8.26K
+ 11.19%
$1.02 - $1.72 $8.42K - $14.2K
82K $83K
WTFC
Wintrust Financial Corp

Financial Services
1.09K
+ 8.5%
$107.76 - $136.92 $117K - $149K
13.9K $1.56M
RRBI
Red River Bancshares Inc

Financial Services
11
+ 0.07%
$49.45 - $59.53 $544 - $655
16.1K $829K
MOMO
Hello Group Inc.

Communication Services
1.81K
+ 5.1%
$6.31 - $8.15 $11.4K - $14.8K
37.3K $235K
NTLA
Intellia Therapeutics, Inc.

Healthcare
8.14K
+ 38.48%
$7.11 - $12.8 $57.9K - $104K
29.3K $208K
BCO
Brinks CO

Industrials
670
+ 4.62%
$83.39 - $96.29 $55.9K - $64.5K
15.2K $1.31M
CGGR
Capital Group Growth ETF Shs C

ETFs
930
+ 3.87%
$33.98 - $39.84 $31.6K - $37.1K
25K $855K
ICUI
Icu Medical Inc

Healthcare
349
+ 6.46%
$130.05 - $172.3 $45.4K - $60.1K
5.75K $798K
SMIN
Ishares Msci India Small Cap I

ETFs
390
+ 4.94%
$61.54 - $77.16 $24K - $30.1K
8.29K $564K
MGNI
Magnite, Inc.

Communication Services
2.47K
+ 16.21%
$11.41 - $21.17 $28.2K - $52.3K
17.7K $202K
AVXL
Anavex Life Sciences Corp.

Healthcare
6.45K
+ 14.68%
$7.85 - $13.46 $50.7K - $86.9K
50.4K $432K
ENTG
Entegris Inc

Technology
1.4K
+ 9.97%
$87.48 - $109.53 $123K - $154K
15.5K $1.35M
EVR
Evercore Inc.

Financial Services
1.47K
+ 34.06%
$190.28 - $291.27 $280K - $429K
5.8K $1.16M
FBNC
First Bancorp

Financial Services
67
+ 0.57%
$38.72 - $45.94 $2.59K - $3.08K
11.7K $471K
LITE
Lumentum Holdings Inc.

Technology
2.02K
+ 26.06%
$57.41 - $100.38 $116K - $203K
9.79K $610K
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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