Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
4.66K
+ 19.84%
$43.82 - $58.86 $204K - $274K
28.2K $1.28M
OSPN
One Span Inc.

Technology
236
+ 1.09%
$15.25 - $20.23 $3.6K - $4.77K
21.8K $332K
LII
Lennox International Inc

Industrials
177
+ 5.11%
$553.05 - $666.93 $97.9K - $118K
3.64K $2.04M
ECVT
Ecovyst Inc.

Basic Materials
2.41K
+ 4.13%
$6.2 - $8.42 $15K - $20.3K
60.8K $377K
RIOT
Riot Blockchain, Inc.

Technology
16.3K
+ 27.07%
$7.12 - $13.54 $116K - $221K
76.5K $544K
SMG
Scotts Miracle Gro CO

Basic Materials
400
+ 4.94%
$54.76 - $77.7 $21.9K - $31.1K
8.5K $466K
VMC
Vulcan Materials CO

Basic Materials
1.41K
+ 8.42%
$220.9 - $277.54 $312K - $392K
18.2K $4.25M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
635
+ 1.3%
$86.24 - $97.98 $54.8K - $62.2K
49.5K $4.31M
CLDX
Celldex Therapeutics, Inc.

Healthcare
3.82K
+ 19.22%
$18.15 - $27.6 $69.2K - $105K
23.7K $429K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.13K
+ 4.52%
$48.37 - $55.84 $54.6K - $63K
26.1K $1.27M
WCC
Wesco International Inc

Industrials
683
+ 9.8%
$155.3 - $199.95 $106K - $137K
7.65K $1.19M
PRIM
Primoris Services Corp

Industrials
3.46K
+ 24.15%
$57.27 - $89.03 $198K - $308K
17.8K $1.02M
CHDN
Churchill Downs Inc

Consumer Cyclical
160
+ 3.85%
$106.5 - $132.91 $17K - $21.3K
4.32K $479K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.9K
+ 45.15%
$21.41 - $39.15 $148K - $270K
22.2K $474K
TER
Teradyne, Inc

Technology
8.2K
+ 47.0%
$82.6 - $140.0 $677K - $1.15M
25.6K $2.12M
VKTX
Viking Therapeutics, Inc.

Healthcare
5.47K
+ 41.76%
$24.15 - $42.89 $132K - $235K
18.6K $448K
CFG
Citizens Financial Group Inc

Financial Services
11.7K
+ 5.81%
$39.73 - $48.36 $466K - $568K
214K $8.75M
AMKR
Amkor Technology, Inc.

Technology
6.67K
+ 25.09%
$18.06 - $26.73 $120K - $178K
33.3K $600K
CODI
Compass Diversified Holdings

Industrials
368
+ 1.78%
$18.67 - $22.9 $6.87K - $8.43K
21K $392K
IBKR
Interactive Brokers Group, Inc.

Financial Services
161
+ 1.62%
$161.03 - $235.53 $25.9K - $37.9K
10.1K $1.67M
PLUG
Plug Power Inc

Industrials
16.2K
+ 11.96%
$1.34 - $3.15 $21.7K - $51.1K
152K $204K
CARR
Carrier Global Corp

Industrials
33.2K
+ 7.37%
$62.07 - $70.55 $2.06M - $2.34M
483K $30.6M
PJT
Pjt Partners Inc.

Financial Services
511
+ 6.55%
$135.97 - $177.59 $69.5K - $90.7K
8.31K $1.15M
NSSC
Napco Security Technologies, Inc

Industrials
3.36K
+ 25.69%
$23.02 - $37.2 $77.3K - $125K
16.4K $378K
PSCT
Invesco S&P Smallcap Informati

ETFs
287
+ 2.23%
$40.08 - $50.4 $11.5K - $14.5K
13.1K $527K
IEX
Idex Corp

Industrials
456
+ 7.67%
$178.23 - $224.31 $81.3K - $102K
6.4K $1.16M
FNDA
Schwab Fundamental U S Small C

ETFs
20.5K
+ 7.29%
$26.87 - $30.99 $550K - $635K
302K $8.26M
DTM
Dt Midstream, Inc.

Energy
362
+ 0.85%
$86.95 - $113.75 $31.5K - $41.2K
42.8K $4.13M
EXTR
Extreme Networks Inc

Technology
325
+ 1.21%
$13.23 - $17.49 $4.3K - $5.68K
27.1K $358K
HST
Host Hotels & Resorts, Inc.

Real Estate
4.43K
+ 9.57%
$14.21 - $17.45 $62.9K - $77.3K
50.7K $720K
RHI
Robert Half International Inc.

Industrials
4.18K
+ 20.7%
$51.96 - $71.3 $217K - $298K
24.3K $1.33M
BURL
Burlington Stores, Inc.

Consumer Cyclical
596
+ 11.75%
$228.41 - $293.71 $136K - $175K
5.67K $1.35M
DT
Dynatrace, Inc.

Technology
2.06K
+ 7.43%
$47.15 - $62.42 $97.1K - $129K
29.8K $1.4M
JACK
Jack In The Box Inc

Consumer Cyclical
1.07K
+ 11.85%
$27.19 - $42.58 $29.2K - $45.7K
10.1K $275K
PVH
Pvh Corp.

Consumer Cyclical
1.7K
+ 32.94%
$63.81 - $107.78 $109K - $183K
6.87K $444K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 3.85%
$40.15 - $47.73 $45.2K - $53.7K
30.4K $1.24M
BRKR
Bruker Corp

Healthcare
1.85K
+ 17.34%
$41.74 - $62.95 $77.1K - $116K
12.5K $521K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
168
+ 1.31%
$25.0 - $39.76 $4.2K - $6.68K
13K $325K
CIFR
Cipher Mining Inc.

Financial Services
17.5K
+ 28.44%
$2.3 - $6.08 $40.2K - $106K
78.9K $181K
BDC
Belden Inc.

Technology
1.78K
+ 7.75%
$99.82 - $122.07 $178K - $217K
24.8K $2.48M
CARG
Car Gurus, Inc.

Communication Services
5.51K
+ 15.31%
$28.82 - $40.55 $159K - $224K
41.5K $1.21M
TPG
Tpg Inc.

Financial Services
1.93K
+ 14.98%
$46.15 - $69.77 $88.9K - $134K
14.8K $701K
BYRN
Byrna Technologies Inc.

Industrials
2.16K
+ 18.09%
$16.84 - $34.19 $36.4K - $73.9K
14.1K $237K
GLBE
Global E Online Ltd.

Consumer Cyclical
2.91K
+ 25.22%
$35.65 - $62.84 $104K - $183K
14.5K $515K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.52K
+ 4.78%
$77.91 - $92.26 $118K - $140K
33.3K $2.64M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9.55K
+ 12.1%
$62.43 - $84.12 $596K - $803K
88.4K $5.76M
LPX
Louisiana Pacific Corp

Industrials
151
+ 1.33%
$89.37 - $118.15 $13.5K - $17.8K
11.5K $1.06M
BIIB
Biogen Inc.

Healthcare
2.03K
+ 8.25%
$133.43 - $153.27 $270K - $311K
26.6K $3.64M
NIO
Nio Inc.

Consumer Cyclical
2.48K
+ 1.08%
$3.75 - $5.22 $9.29K - $12.9K
232K $885K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email