Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
REAL
The Real Real, Inc.

Consumer Cyclical
3.66K
+ 32.7%
$5.11 - $9.93 $18.7K - $36.4K
14.9K $80K
AVB
Avalonbay Communities Inc

Real Estate
66
+ 0.62%
$207.86 - $228.08 $13.7K - $15.1K
10.6K $2.29M
CRI
Carters Inc

Consumer Cyclical
1.62K
+ 19.52%
$39.79 - $55.09 $64.3K - $89K
9.89K $404K
CW
Curtiss Wright Corp

Industrials
328
+ 8.32%
$304.82 - $384.07 $100K - $126K
4.27K $1.36M
HNST
Honest Company, Inc.

Consumer Cyclical
1.12K
+ 5.12%
$4.7 - $6.79 $5.25K - $7.58K
22.9K $107K
MMI
Marcus & Millichap, Inc.

Real Estate
79
+ 0.64%
$33.94 - $39.48 $2.68K - $3.12K
12.4K $428K
AN
Autonation, Inc.

Consumer Cyclical
150
+ 1.71%
$156.67 - $195.15 $23.5K - $29.3K
8.92K $1.44M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.66K
+ 4.56%
$5.29 - $10.87 $8.79K - $18.1K
38.1K $201K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.79K
+ 15.55%
$103.02 - $140.69 $184K - $251K
13.3K $1.4M
ARKQ
Ark Autonomous Technology & Ro

ETFs
40
+ 0.9%
$65.76 - $84.94 $2.63K - $3.4K
4.47K $295K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1K
+ 6.46%
$166.63 - $185.86 $167K - $187K
16.5K $2.76M
UA
Under Armour Inc Cl C

Consumer Cyclical
48
+ 0.15%
$5.95 - $7.79 $286 - $374
31.4K $187K
AES
Aes Corp

Utilities
729
+ 0.58%
$9.93 - $13.23 $7.24K - $9.64K
127K $1.58M
TECK
Teck Resources LTD

Basic Materials
3.81K
+ 8.33%
$36.43 - $43.86 $139K - $167K
49.5K $1.8M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
3.42K
+ 12.71%
$5.24 - $8.37 $17.9K - $28.7K
30.4K $174K
REPL
Replimune Group, Inc.

Healthcare
674
+ 2.93%
$9.75 - $14.31 $6.57K - $9.64K
23.7K $231K
FOUR
Shift4 Payments, Inc.

Technology
362
+ 10.28%
$81.71 - $125.66 $29.6K - $45.5K
3.88K $317K
AORT
Artivion, Inc.

Healthcare
253
+ 1.91%
$23.19 - $31.7 $5.87K - $8.02K
13.5K $332K
W
Wayfair Inc.

Consumer Cyclical
3.34K
+ 26.3%
$30.07 - $50.1 $101K - $168K
16.1K $514K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3K
+ 8.03%
$221.78 - $273.45 $665K - $820K
40.3K $9.18M
RZV
Invesco Fd Tr

ETFs
18
+ 0.42%
$96.48 - $115.16 $1.74K - $2.07K
4.27K $422K
ZM
Zoom Video Communications, Inc.

Technology
3.45K
+ 8.77%
$72.23 - $88.64 $249K - $306K
42.8K $3.16M
CRSP
Crispr Therapeutics Ag

Healthcare
461
+ 3.51%
$34.03 - $53.02 $15.7K - $24.4K
13.6K $462K
FBMS
First Bancshares Inc

Financial Services
1.29K
+ 1.56%
$32.86 - $38.98 $42.5K - $50.4K
84.4K $2.85M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
731
+ 5.31%
$101.13 - $119.79 $73.9K - $87.6K
14.5K $1.5M
S
Sentinel One, Inc.

Technology
2.47K
+ 9.91%
$18.17 - $24.97 $44.9K - $61.7K
27.4K $498K
HWKN
Hawkins Inc

Basic Materials
251
+ 5.13%
$101.28 - $122.97 $25.4K - $30.9K
5.14K $544K
CRDF
Cardiff Oncology, Inc.

Healthcare
5.4K
+ 8.86%
$3.14 - $4.75 $17K - $25.7K
66.4K $208K
CC
Chemours CO

Basic Materials
3.99K
+ 12.12%
$13.41 - $19.99 $53.4K - $79.7K
36.9K $498K
VCEL
Vericel Corp

Healthcare
188
+ 2.98%
$44.5 - $61.8 $8.37K - $11.6K
6.49K $289K
IYC
Ishares U.S. Consumer Discreti

ETFs
123
+ 1.4%
$85.71 - $101.2 $10.5K - $12.4K
8.91K $786K
GME
Game Stop Corp.

Consumer Cyclical
2.17K
+ 18.15%
$21.73 - $33.37 $47.1K - $72.4K
14.1K $315K
PCT
Pure Cycle Technologies, Inc.

Industrials
4.52K
+ 16.72%
$6.92 - $10.9 $31.3K - $49.3K
31.6K $218K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.43K
+ 3.63%
$69.69 - $79.99 $99.8K - $115K
40.9K $2.92M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.67K
+ 16.25%
$47.25 - $67.02 $315K - $447K
47.7K $2.27M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
164
+ 1.64%
$95.53 - $112.45 $15.7K - $18.4K
10.2K $985K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
4.73K
+ 12.08%
$7.67 - $12.44 $36.3K - $58.8K
43.9K $381K
H
Hyatt Hotels Corp

Consumer Cyclical
920
+ 18.3%
$120.83 - $166.34 $111K - $153K
5.95K $728K
BRCC
Brc Inc.

Consumer Defensive
20K
+ 20.73%
$1.94 - $3.19 $38.8K - $63.8K
117K $243K
KD
Kyndryl Holdings, Inc.

Technology
2.91K
+ 6.11%
$31.32 - $43.45 $91K - $126K
50.5K $1.58M
AOS
Smith A O Corp

Industrials
1.39K
+ 2.57%
$65.16 - $72.69 $90.4K - $101K
55.4K $3.62M
COTY
Coty Inc.

Consumer Defensive
11.5K
+ 13.55%
$5.43 - $7.61 $62.7K - $87.9K
96.8K $529K
NWL
Newell Brands Inc.

Consumer Defensive
15.3K
+ 35.84%
$6.2 - $10.66 $95K - $163K
58.1K $360K
GBCI
Glacier Bancorp, Inc.

Financial Services
5.17K
+ 10.59%
$43.81 - $52.23 $227K - $270K
54K $2.39M
SAIA
Saia Inc

Industrials
591
+ 23.1%
$349.29 - $508.47 $206K - $301K
3.15K $1.1M
FIVN
Five9, Inc.

Technology
2.38K
+ 24.48%
$27.15 - $42.82 $64.5K - $102K
12.1K $328K
GERN
Geron Corp

Healthcare
40K
+ 60.03%
$1.59 - $3.6 $63.6K - $144K
107K $169K
STM
St Microelectronics N.V.

Technology
11K
+ 10.78%
$21.64 - $28.22 $237K - $310K
113K $2.48M
PHO
Invesco Exchange Traded Fd Tr

ETFs
184
+ 0.3%
$63.77 - $68.75 $11.7K - $12.7K
61.1K $3.94M
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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