Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
23K
+ 16.95%
$185.78 - $198.58 $4.27M - $4.57M
159K $30.2M
ADP
Automatic Data Processing Inc

Industrials
8.2K
+ 6.13%
$286.85 - $318.64 $2.35M - $2.61M
142K $43.3M
TT
Trane Technologies PLC

Industrials
18.6K
+ 27.45%
$332.0 - $400.86 $6.17M - $7.45M
86.3K $29.1M
TRV
Travelers Companies, Inc.

Financial Services
7.45K
+ 8.52%
$232.43 - $265.13 $1.73M - $1.98M
94.9K $25.1M
TXN
Texas Instruments Inc

Technology
20.6K
+ 9.66%
N/A
234K $45.5M
BMY
Bristol Myers Squibb CO

Healthcare
27.9K
+ 5.39%
$53.9 - $63.11 $1.5M - $1.76M
546K $33.3M
IYW
Ishares Dj Us Tech ETF

ETFs
45.2K
+ 36.54%
$140.44 - $166.79 $6.35M - $7.55M
169K $23.7M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
31.9K
+ 1.74%
$32.74 - $36.2 $1.04M - $1.15M
1.86M $65.1M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
183K
+ 24.13%
$11.66 - $14.98 $2.14M - $2.74M
943K $12.8M
GLDM
World Gold Trust

ETFs
58.5K
+ 186.67%
$52.19 - $61.89 $3.05M - $3.62M
89.8K $5.56M
RSG
Republic Services, Inc.

Industrials
10.3K
+ 29.77%
$200.09 - $242.16 $2.06M - $2.49M
44.8K $10.9M
HSBC
Hsbc Holdings PLC

Financial Services
30.5K
+ 11.38%
$48.68 - $61.58 $1.49M - $1.88M
299K $17.2M
MDU
Mdu Resources Group Inc

Industrials
231K
+ 956.3%
$16.45 - $18.61 $3.79M - $4.29M
255K $4.31M
XLV
Select Sector Spdr Fund Health

ETFs
20.6K
+ 20.54%
$137.61 - $149.68 $2.83M - $3.08M
121K $17.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
9.98K
+ 1.85%
$75.32 - $84.77 $752K - $846K
550K $44.9M
ALL
Allstate Corp

Financial Services
13.2K
+ 18.49%
$180.99 - $210.18 $2.39M - $2.78M
84.6K $17.5M
IGF
Ishares Global Infrastructure

ETFs
67.2K
+ 490.19%
$51.96 - $54.84 $3.49M - $3.69M
81K $4.43M
PH
Parker Hannifin Corp

Industrials
7.47K
+ 25.28%
$591.65 - $707.05 $4.42M - $5.28M
37K $22.5M
YUM
Yum Brands Inc

Consumer Cyclical
8.72K
+ 8.92%
$123.25 - $162.53 $1.08M - $1.42M
106K $16.8M
EFV
Msci Eafe Value ETF

ETFs
42.5K
+ 24.95%
$51.88 - $60.73 $2.2M - $2.58M
213K $12.5M
CL
Colgate Palmolive CO

Consumer Defensive
31.2K
+ 14.04%
$85.68 - $97.5 $2.67M - $3.04M
253K $23.7M
TD
Toronto Dominion Bank

Financial Services
44.2K
+ 34.0%
$53.12 - $61.15 $2.35M - $2.7M
174K $10.4M
PLD
Prologis, Inc.

Real Estate
26.8K
+ 32.24%
$103.59 - $124.04 $2.78M - $3.33M
110K $12.3M
WDAY
Workday, Inc.

Technology
17.3K
+ 75.42%
$233.53 - $277.82 $4.04M - $4.81M
40.3K $9.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
66.2K
+ 433.2%
$51.26 - $52.53 $3.39M - $3.47M
81.4K $4.2M
EPD
Enterprise Products Partners L.P.

Energy
36.3K
+ 4.67%
$31.75 - $34.14 $1.15M - $1.24M
813K $27.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
10.3K
+ 13.95%
$283.24 - $338.07 $2.92M - $3.48M
84.1K $24.8M
SCHW
Schwab Charles Corp

Financial Services
15K
+ 2.92%
$71.24 - $83.64 $1.07M - $1.26M
529K $41.4M
CMF
Ishares California Muni Bond E

ETFs
62.5K
+ 34.65%
$55.93 - $57.47 $3.49M - $3.59M
243K $13.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12.4K
+ 2.75%
$128.74 - $138.67 $1.6M - $1.73M
464K $63M
KLAC
Kla Corp

Technology
1.86K
+ 4.6%
$636.62 - $777.63 $1.18M - $1.45M
42.3K $28.7M
WMB
Williams Companies, Inc.

Energy
33.9K
+ 15.63%
$54.02 - $61.09 $1.83M - $2.07M
251K $15M
DVY
Ishares Tr

ETFs
17.9K
+ 6.47%
$128.58 - $138.1 $2.3M - $2.47M
294K $39.4M
EEM
Ishares Msci Emerging Markets

ETFs
40.7K
+ 5.32%
$40.81 - $45.34 $1.66M - $1.84M
804K $35.2M
MPC
Marathon Petroleum Corp

Energy
15.1K
+ 9.44%
$134.72 - $159.03 $2.04M - $2.41M
175K $25.6M
XLE
Energy Sector Spdr

ETFs
17.1K
+ 8.46%
$85.7 - $93.96 $1.47M - $1.61M
219K $20.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
54K
+ 59.65%
$55.14 - $60.29 $2.98M - $3.25M
144K $8.32M
SYK
Stryker Corp

Healthcare
5.68K
+ 7.05%
$355.18 - $399.9 $2.02M - $2.27M
86.3K $32.1M
BK
Bank Of New York Mellon Corp

Financial Services
25.4K
+ 18.57%
$75.42 - $88.95 $1.92M - $2.26M
162K $13.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
33.1K
+ 187.21%
$89.27 - $92.9 $2.95M - $3.07M
50.8K $4.69M
OKTA
Okta, Inc.

Technology
9.4K
+ 12.0%
$78.83 - $116.72 $741K - $1.1M
87.7K $9.23M
PHYS
Sprott Physical Gold Trust

Financial Services
93.8K
+ 48.94%
$20.25 - $24.06 $1.9M - $2.26M
286K $6.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.03K
+ 2.65%
$308.86 - $455.36 $1.24M - $1.83M
156K $54.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
89.4K
+ 19.95%
$9.49 - $14.83 $849K - $1.33M
538K $7.33M
BUSE
First Busey Corp

Financial Services
142K
+ 261.6%
$21.26 - $25.35 $3.03M - $3.61M
197K $4.25M
KMB
Kimberly Clark Corp

Consumer Defensive
14.4K
+ 17.74%
$124.46 - $147.4 $1.8M - $2.13M
95.9K $13.6M
ED
Consolidated Edison Inc

Utilities
7.26K
+ 7.19%
$88.0 - $110.59 $639K - $803K
108K $12M
ROP
Roper Technologies Inc

Industrials
3.29K
+ 22.71%
$502.71 - $593.81 $1.65M - $1.95M
17.8K $10.5M
VT
Vanguard Total World Stk Index

ETFs
29K
+ 10.53%
$115.08 - $123.97 $3.33M - $3.59M
304K $35.3M
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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