Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IP
International Paper CO

Consumer Cyclical
7.78K
+ 10.06%
$43.89 - $54.46 $342K - $424K
85.1K $3.99M
MNKD
Mannkind Corp

Healthcare
1.41K
+ 1.24%
$3.71 - $5.04 $5.24K - $7.12K
115K $431K
GPN
Global Payments Inc

Industrials
3.82K
+ 15.23%
$67.47 - $99.6 $258K - $380K
28.9K $2.31M
SNA
Snap On Inc

Industrials
477
+ 4.03%
$292.36 - $342.2 $139K - $163K
12.3K $3.83M
HP
Helmerich & Payne, Inc.

Energy
8.16K
+ 31.6%
$15.16 - $26.78 $124K - $219K
34K $515K
PPL
Ppl Corp

Utilities
3.68K
+ 2.86%
$33.45 - $36.5 $123K - $134K
132K $4.48M
SUN
Sunoco LP

Energy
40
+ 0.11%
$50.38 - $59.13 $2.02K - $2.37K
36.6K $1.96M
MOH
Molina Healthcare, Inc.

Healthcare
718
+ 5.85%
$290.25 - $353.24 $208K - $254K
13K $3.87M
SHEL
Shell PLC

Energy
10.9K
+ 3.18%
$59.75 - $73.05 $650K - $795K
354K $24.9M
PFG
Principal Financial Group Inc

Financial Services
360
+ 0.7%
$69.56 - $86.19 $25K - $31K
52.1K $4.14M
CLX
Clorox CO

Consumer Defensive
4.53K
+ 15.83%
$118.01 - $148.69 $535K - $674K
33.2K $3.98M
AGL
Agilon Health, Inc.

Healthcare
25.5K
+ 17.57%
$2.1 - $5.68 $53.7K - $145K
171K $393K
GL
Globe Life Inc.

Financial Services
101
+ 0.27%
$113.29 - $133.09 $11.4K - $13.4K
36.9K $4.58M
YUM
Yum Brands Inc

Consumer Cyclical
4.67K
+ 4.39%
$138.36 - $161.45 $646K - $754K
111K $16.5M
TSCO
Tractor Supply CO

Consumer Cyclical
1.46K
+ 0.86%
$47.86 - $55.77 $69.7K - $81.2K
172K $9.05M
SLB
Schlumberger Limited

Energy
40.6K
+ 19.0%
$31.95 - $42.2 $1.3M - $1.71M
254K $8.59M
WTW
Willis Towers Watson PLC

Financial Services
94
+ 0.76%
$295.96 - $337.43 $27.8K - $31.7K
12.4K $3.8M
HPQ
Hp Inc

Technology
17.8K
+ 6.72%
$21.88 - $29.32 $390K - $523K
283K $6.93M
FTV
Fortive Corp

Technology
5.67K
+ 16.65%
$52.13 - $74.29 $295K - $421K
39.7K $2.07M
VHT
Vanguard Health Care ETF

ETFs
2.98K
+ 4.04%
$236.71 - $261.92 $706K - $781K
76.9K $19.1M
FANG
Diamondback Energy, Inc.

Energy
4.49K
+ 9.17%
$119.25 - $161.49 $535K - $725K
53.5K $7.34M
BNL
Broadstone Net Lease, Inc.

Real Estate
3.1K
+ 0.57%
$14.72 - $17.13 $45.7K - $53.2K
545K $8.74M
BRO
Brown & Brown, Inc.

Financial Services
3.43K
+ 5.14%
$104.48 - $124.43 $359K - $427K
70.2K $7.78M
ERIE
Erie Indemnity CO

Financial Services
65
+ 0.79%
$340.45 - $423.93 $22.1K - $27.6K
8.34K $2.89M
ZTS
Zoetis Inc.

Healthcare
560
+ 0.63%
$144.41 - $170.3 $80.9K - $95.4K
89.4K $13.9M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
22.6K
+ 868.16%
$105.72 - $1416.0 $2.39M - $32M
25.2K $2.82M
DUK
Duke Energy Corp

Utilities
4.72K
+ 1.45%
$112.46 - $124.05 $530K - $585K
330K $38.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
650
+ 0.77%
$248.61 - $294.96 $162K - $192K
84.8K $23.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
401K
+ 1447.37%
$87.84 - $1441.89 $35.2M - $578M
429K $38.6M
ACN
Accenture PLC

Technology
7.65K
+ 2.99%
$279.23 - $323.21 $2.14M - $2.47M
263K $78.7M
AEP
American Electric Power CO Inc

Utilities
4.43K
+ 1.49%
$98.59 - $109.11 $437K - $484K
302K $31.4M
PGR
Progressive Corp

Financial Services
763
+ 0.87%
$255.27 - $288.74 $195K - $220K
88.9K $23.7M
EPD
Enterprise Products Partners L.P.

Energy
37.1K
+ 4.56%
$28.95 - $34.22 $1.07M - $1.27M
850K $26.4M
EOG
Eog Resources Inc

Energy
1.81K
+ 0.92%
$104.61 - $129.97 $190K - $236K
198K $23.7M
BDX
Becton Dickinson & CO

Healthcare
5.74K
+ 11.53%
$165.15 - $226.42 $947K - $1.3M
55.5K $9.55M
OKE
Oneok Inc

Energy
2.55K
+ 0.96%
$78.71 - $100.37 $201K - $256K
270K $22M
LLY
Eli Lilly & CO

Healthcare
9.02K
+ 3.49%
$713.71 - $898.95 $6.43M - $8.1M
267K $208M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.09K
+ 8.85%
$390.26 - $489.06 $3.55M - $4.44M
112K $45.3M
PEP
Pepsico Inc

Consumer Defensive
35.7K
+ 5.91%
$128.02 - $151.37 $4.56M - $5.4M
639K $84.4M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
44.1K
+ 0.9%
$13.55 - $16.25 $597K - $716K
4.92M $67.3M
PG
Procter & Gamble CO

Consumer Defensive
14.9K
+ 1.04%
$157.66 - $172.39 $2.35M - $2.57M
1.44M $230M
UNH
Unitedhealth Group Inc

Healthcare
13.6K
+ 6.08%
$274.35 - $599.47 $3.73M - $8.16M
238K $74.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.84K
+ 0.1%
$483.48 - $539.8 $1.37M - $1.53M
2.76M $1.34B
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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