Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QCRH
Qcr Holdings Inc

Financial Services
157
+ 1.14%
$63.6 - $71.9 $9.99K - $11.3K
13.9K $944K
HURN
Huron Consulting Group Inc.

Industrials
24
+ 0.32%
$132.14 - $153.61 $3.17K - $3.69K
7.42K $1.02M
VDE
Vanguard Energy ETF

ETFs
5.67K
+ 8.38%
$105.87 - $130.56 $600K - $740K
73.3K $8.73M
UNFI
United Natural Foods Inc

Consumer Defensive
817
+ 5.48%
$21.3 - $31.55 $17.4K - $25.8K
15.7K $366K
APOG
Apogee Enterprises, Inc.

Industrials
1.03K
+ 6.99%
$37.58 - $48.0 $38.8K - $49.5K
15.8K $641K
CPK
Chesapeake Utilities Corp

Utilities
162
+ 2.17%
$116.0 - $135.5 $18.8K - $22K
7.63K $916K
RPD
Rapid7, Inc.

Technology
472
+ 2.84%
$21.9 - $27.44 $10.3K - $13K
17.1K $395K
MPLX
Mplx LP

Energy
1.13K
+ 2.18%
$46.68 - $53.89 $52.9K - $61.1K
53K $2.73M
PNW
Pinnacle West Capital Corp

Utilities
1.2K
+ 4.46%
$88.3 - $95.43 $106K - $115K
28.1K $2.51M
FFBC
First Financial Bancorp

Financial Services
899
+ 0.91%
$22.05 - $25.19 $19.8K - $22.6K
99.7K $2.42M
AIZ
Assurant, Inc.

Financial Services
277
+ 3.15%
$179.73 - $211.56 $49.8K - $58.6K
9.06K $1.79M
COLB
Columbia Banking System, Inc.

Financial Services
2.17K
+ 3.23%
$20.71 - $25.63 $44.9K - $55.6K
69.4K $1.62M
MUSA
Murphy Usa Inc.

Consumer Cyclical
204
+ 9.32%
$388.56 - $520.27 $79.3K - $106K
2.39K $973K
HQI
Hire Quest, Inc.

Industrials
1
+ 0.0%
$9.2 - $12.37 $9.2 - $12.4
29.8K $298K
EEFT
Euronet Worldwide, Inc.

Technology
512
+ 2.57%
$87.44 - $112.74 $44.8K - $57.7K
20.4K $2.07M
IAC
Iac/Inter Active Corp

Communication Services
944
+ 8.84%
$32.68 - $40.02 $30.8K - $37.8K
11.6K $433K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
9.05K
+ 10.69%
$0.57 - $1.44 $5.16K - $13K
93.7K $67K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
2.8K
+ 1.75%
$12.29 - $15.47 $34.4K - $43.3K
163K $2.45M
FENY
Fidelity Covington Tr Msci Ene

ETFs
276
+ 0.91%
$20.83 - $25.75 $5.75K - $7.11K
30.7K $719K
MDU
Mdu Resources Group Inc

Industrials
159
+ 0.06%
$15.6 - $17.76 $2.48K - $2.82K
255K $4.25M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.22K
+ 4.61%
$52.21 - $67.1 $63.4K - $81.5K
27.6K $1.62M
G
Genpact LTD

Technology
3.72K
+ 10.67%
$40.65 - $50.56 $151K - $188K
38.6K $1.7M
IHF
Ishares Tr

ETFs
1.67K
+ 4.93%
$46.2 - $54.6 $77.2K - $91.2K
35.6K $1.73M
AFG
American Financial Group Inc

Financial Services
695
+ 2.36%
$116.9 - $132.12 $81.2K - $91.8K
30.2K $3.81M
DHS
Wisdomtree Tr U.S

ETFs
11
+ 0.05%
$87.71 - $98.37 $965 - $1.08K
20.1K $1.93M
OGS
One Gas, Inc.

Utilities
744
+ 2.34%
$71.59 - $81.38 $53.3K - $60.5K
32.5K $2.34M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
3.84K
+ 29.35%
$11.42 - $20.13 $43.8K - $77.2K
16.9K $221K
FDX
Fedex Corp

Industrials
5.28K
+ 6.83%
$198.07 - $245.17 $1.05M - $1.29M
82.5K $18.8M
SPH
Suburban Propane Partners LP

Utilities
284
+ 0.91%
$17.75 - $21.62 $5.04K - $6.14K
31.4K $582K
PSEC
Prospect Capital Corp

Financial Services
24.5K
+ 14.97%
$3.14 - $4.06 $77.1K - $99.6K
188K $599K
WTM
White Mountains Insurance Group LTD

Financial Services
152
+ 5.65%
$1699.35 - $1901.99 $258K - $289K
2.84K $5.1M
BKH
Black Hills Corp

Utilities
605
+ 2.43%
$55.66 - $61.75 $33.7K - $37.4K
25.5K $1.43M
NDLS
Noodles & CO

Consumer Cyclical
286
+ 0.14%
$0.61 - $1.18 $174 - $337
207K $146K
PAA
Plains All American Pipeline LP

Energy
1.37K
+ 2.19%
$16.03 - $20.28 $22K - $27.8K
63.8K $1.17M
OGE
Oge Energy Corp.

Utilities
2.39K
+ 2.0%
$42.23 - $46.38 $101K - $111K
122K $5.41M
IYE
Ishares Tr

ETFs
627
+ 2.29%
$40.36 - $49.67 $25.3K - $31.1K
28K $1.27M
SLQT
Select Quote, Inc.

Financial Services
9.5K
+ 8.48%
$2.12 - $3.52 $20.1K - $33.5K
122K $289K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
10.8K
+ 16.58%
$1.66 - $3.61 $17.9K - $39K
76K $130K
CORT
Corcept Therapeutics Inc

Healthcare
10.5K
+ 49.37%
$62.24 - $91.93 $655K - $967K
31.8K $2.34M
CABO
Cable One, Inc.

Communication Services
1.21K
+ 59.66%
$126.05 - $276.15 $153K - $334K
3.24K $439K
NOV
Nov Inc.

Energy
372
+ 0.91%
$11.11 - $15.41 $4.13K - $5.73K
41.2K $512K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
11K
+ 10.98%
$6.07 - $8.61 $67K - $95K
111K $758K
CHD
Church & Dwight CO Inc

Consumer Defensive
7.42K
+ 12.5%
$91.57 - $110.76 $679K - $821K
66.8K $6.42M
BBY
Best Buy CO Inc

Consumer Cyclical
4.38K
+ 6.88%
$56.17 - $75.73 $246K - $331K
68K $4.57M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
956
+ 2.93%
$86.97 - $102.82 $83.1K - $98.3K
33.6K $3.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
8.33K
+ 7.22%
$55.13 - $75.25 $459K - $627K
124K $8.48M
K
Kellogg CO

Consumer Defensive
429
+ 0.77%
$77.85 - $82.88 $33.4K - $35.6K
56.5K $4.49M
RES
Rpc Inc

Energy
12.2K
+ 4.97%
$4.3 - $5.72 $52.3K - $69.5K
257K $1.21M
PFFV
Global X Variable Rate Preferr

Technology
2.44K
+ 1.12%
$22.41 - $23.43 $54.7K - $57.2K
220K $5.03M
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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