Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
2.37K
+ 15.71%
$296.51 - $536.21 $701K - $1.27M
17.4K $9.34M
KB
Kb Financial Group Inc.

Financial Services
26.9K
+ 34.74%
$46.88 - $82.59 $1.26M - $2.22M
104K $8.6M
BXP
Boston Properties Inc

Real Estate
65.2K
+ 251.65%
$56.86 - $74.12 $3.7M - $4.83M
91K $6.14M
HCA
Hca Healthcare, Inc.

Healthcare
6.12K
+ 11.36%
$317.61 - $387.52 $1.94M - $2.37M
60K $23M
STZ
Constellation Brands, Inc.

Consumer Defensive
30.8K
+ 99.25%
$160.0 - $195.62 $4.93M - $6.03M
61.8K $10.1M
MCHP
Microchip Technology Inc

Technology
14.7K
+ 9.82%
$35.34 - $71.6 $521K - $1.06M
165K $11.6M
ASX
Ase Technology Holding Co., Ltd.

Technology
358K
+ 96.59%
$7.42 - $10.65 $2.66M - $3.82M
729K $7.53M
TDG
Trans Digm Group Inc

Industrials
1.96K
+ 21.01%
$1231.75 - $1520.64 $2.41M - $2.98M
11.3K $17.1M
CHT
Chunghwa Telecom CO LTD

Communication Services
48.4K
+ 18.02%
$37.72 - $46.87 $1.83M - $2.27M
317K $14.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
46.3K
+ 142.66%
$50.06 - $80.8 $2.32M - $3.74M
78.8K $6.37M
WTRG
Essential Utilities, Inc.

Utilities
118K
+ 148.65%
$36.92 - $41.39 $4.36M - $4.88M
197K $7.33M
JHX
James Hardie Industries PLC

Basic Materials
145K
+ 203.43%
$20.27 - $27.59 $2.94M - $4M
216K $5.82M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.13K
+ 0.77%
$166.82 - $194.23 $688K - $801K
540K $105M
UMC
United Microelectronics Corp

Technology
429K
+ 33.98%
$6.12 - $8.32 $2.62M - $3.57M
1.69M $12.9M
INDA
Ishares Msci India Index Fund

ETFs
62.5K
+ 62.7%
$49.13 - $55.86 $3.07M - $3.49M
162K $9.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
16.6K
+ 5.69%
$57.41 - $74.81 $956K - $1.25M
309K $23M
CTAS
Cintas Corp

Industrials
9.12K
+ 8.71%
$190.11 - $227.66 $1.73M - $2.08M
114K $25.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
28K
+ 6.03%
$121.58 - $136.74 $3.4M - $3.82M
492K $66.8M
INFY
Infosys LTD

Technology
198K
+ 39.31%
$16.14 - $18.75 $3.2M - $3.71M
702K $13M
UL
Unilever PLC

Consumer Defensive
50.2K
+ 12.16%
$57.9 - $65.43 $2.91M - $3.29M
463K $28.3M
JCI
Johnson Controls International PLC

Industrials
6.79K
+ 5.74%
$71.14 - $105.62 $483K - $717K
125K $13.2M
MPC
Marathon Petroleum Corp

Energy
880
+ 0.5%
$118.55 - $170.08 $104K - $150K
176K $29.3M
HD
Home Depot, Inc.

Consumer Cyclical
9.83K
+ 1.85%
$335.24 - $380.78 $3.3M - $3.74M
543K $199M
RIO
Rio Tinto PLC

Basic Materials
65.6K
+ 71.51%
$52.32 - $62.75 $3.43M - $4.12M
157K $9.18M
DG
Dollar General Corp

Consumer Defensive
19.5K
+ 36.48%
$86.02 - $114.95 $1.68M - $2.24M
72.9K $8.34M
TTD
Trade Desk, Inc.

Technology
18.6K
+ 14.04%
$45.27 - $79.4 $842K - $1.48M
151K $10.9M
GD
General Dynamics Corp

Industrials
8.03K
+ 12.13%
$247.68 - $291.66 $1.99M - $2.34M
74.2K $21.7M
TD
Toronto Dominion Bank

Financial Services
16.9K
+ 9.71%
$55.71 - $73.45 $941K - $1.24M
191K $14M
VEEV
Veeva Systems Inc

Healthcare
5.42K
+ 15.1%
$209.39 - $289.94 $1.13M - $1.57M
41.3K $11.9M
FCX
Freeport Mcmoran Inc

Basic Materials
45.9K
+ 16.29%
$29.15 - $44.46 $1.34M - $2.04M
327K $14.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.78K
+ 2.66%
$376.48 - $440.65 $1.05M - $1.23M
107K $47.3M
SKM
Sk Telecom CO LTD

Communication Services
143K
+ 599.98%
$20.0 - $23.35 $2.87M - $3.35M
167K $3.9M
HOLX
Hologic Inc

Healthcare
51K
+ 229.84%
$52.73 - $65.22 $2.69M - $3.32M
73.1K $4.76M
NVR
Nvr Inc

Consumer Cyclical
439
+ 44.25%
$6700.0 - $7410.93 $2.94M - $3.25M
1.43K $10.6M
BSX
Boston Scientific Corp

Healthcare
15.7K
+ 6.07%
$89.7 - $107.41 $1.41M - $1.68M
274K $29.4M
EW
Edwards Lifesciences Corp

Healthcare
15.3K
+ 4.1%
$67.07 - $78.22 $1.03M - $1.2M
389K $30.5M
BIIB
Biogen Inc.

Healthcare
28.8K
+ 108.52%
$113.38 - $135.49 $3.27M - $3.91M
55.4K $6.96M
IONQ
Ion Q, Inc.

Technology
40.5K
+ 55.05%
$20.68 - $48.04 $838K - $1.95M
114K $4.91M
CRS
Carpenter Technology Corp

Industrials
5.65K
+ 31.37%
$151.3 - $276.38 $855K - $1.56M
23.7K $6.54M
SAN
Banco Santander, S.A.

Financial Services
75.2K
+ 4.55%
$5.72 - $8.32 $430K - $626K
1.73M $14.3M
TECH
Bio Techne Corp

Healthcare
65.4K
+ 362.26%
$46.66 - $58.38 $3.05M - $3.82M
83.5K $4.29M
XLI
Industrial Sector Spdr

ETFs
8.81K
+ 7.56%
$116.42 - $147.52 $1.03M - $1.3M
125K $18.5M
FLEX
Flex Ltd.

Technology
15.3K
+ 10.5%
$26.68 - $50.09 $407K - $764K
161K $8.02M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
49.5K
+ 252.02%
N/A
69.2K $4.48M
SBUX
Starbucks Corp

Consumer Cyclical
65.8K
+ 14.84%
$79.69 - $99.41 $5.24M - $6.54M
509K $46.6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
32.7K
+ 35.15%
$90.85 - $102.31 $2.97M - $3.35M
126K $12.7M
CVNA
Carvana Co.

Consumer Cyclical
3.31K
+ 21.79%
$162.57 - $345.64 $538K - $1.14M
18.5K $6.23M
STX
Seagate Technology Holdings PLC

Technology
1.15K
+ 2.36%
$66.54 - $144.33 $76.3K - $166K
49.8K $7.19M
PR
Permian Resources Corporation

Energy
224K
+ 214.69%
$10.36 - $14.93 $2.32M - $3.34M
328K $4.47M
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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