Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SAM
Boston Beer CO Inc

Consumer Defensive
27
+ 1.32%
$219.16 - $301.26 $5.92K - $8.13K
2.07K $494K
THO
Thor Industries Inc

Consumer Cyclical
1.02K
+ 10.1%
$75.81 - $105.39 $77.2K - $107K
11.1K $840K
ACLS
Axcelis Technologies Inc

Technology
11.9K
+ 33.65%
$49.67 - $74.45 $593K - $889K
47.4K $2.36M
CRC
California Resources Corp

Energy
1.21K
+ 5.38%
$39.17 - $54.42 $47.4K - $65.8K
23.7K $1.04M
RLI
Rli Corp

Financial Services
16.9K
+ 96.08%
$71.75 - $163.21 $1.21M - $2.75M
34.4K $2.76M
ITB
Ishares Tr

ETFs
829
+ 3.26%
$93.86 - $111.45 $77.8K - $92.4K
26.3K $2.5M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.35K
+ 6.73%
$28.45 - $41.08 $38.5K - $55.6K
21.5K $651K
SRRK
Scholar Rock Holding Corp

Healthcare
2.03K
+ 11.46%
$32.15 - $45.55 $65.2K - $92.4K
19.7K $634K
VMI
Valmont Industries Inc

Industrials
197
+ 2.24%
$285.37 - $376.98 $56.2K - $74.3K
8.99K $2.57M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.74K
+ 24.12%
$100.91 - $174.52 $176K - $304K
8.98K $964K
IBB
Ishares Biotechnology ETF

ETFs
1.16K
+ 1.75%
$127.9 - $140.56 $148K - $163K
67.6K $8.65M
AME
Ametek Inc

Industrials
501
+ 1.75%
$170.39 - $190.43 $85.4K - $95.4K
29.2K $5.03M
ZWS
Zurn Water Solutions Corp

Industrials
854
+ 2.07%
$32.38 - $39.44 $27.7K - $33.7K
42K $1.39M
HUN
Huntsman Corp

Basic Materials
2.13K
+ 2.54%
$15.79 - $18.04 $33.6K - $38.4K
85.7K $1.35M
APO
Apollo Global Management, Inc.

Financial Services
9.61K
+ 18.45%
$126.01 - $172.06 $1.21M - $1.65M
61.7K $8.45M
LC
Lending Club Corp

Financial Services
4.13K
+ 12.02%
$10.25 - $17.51 $42.4K - $72.4K
38.5K $397K
NRGV
Energy Vault Holdings, Inc.

Utilities
50
+ 0.05%
$0.7 - $2.53 $35 - $126
98.5K $68K
BIO
Bio Rad Laboratories, Inc.

Healthcare
98
+ 4.49%
$243.0 - $367.0 $23.8K - $36K
2.28K $555K
WEN
Wendy'S CO

Consumer Cyclical
12.3K
+ 6.0%
$14.17 - $16.17 $174K - $198K
217K $3.17M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
6.91K
+ 7.75%
$16.4 - $22.98 $113K - $159K
96.1K $1.61M
KNTK
Kinetik Holdings Inc.

Energy
356
+ 0.99%
$49.51 - $66.5 $17.6K - $23.7K
36.3K $1.88M
GLW
Corning Inc

Technology
3.95K
+ 1.95%
$44.91 - $54.25 $177K - $214K
207K $9.47M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.94K
+ 2.64%
$16.57 - $18.85 $65.2K - $74.2K
153K $2.55M
ONON
On Holding Ag

Consumer Cyclical
477
+ 2.65%
$43.92 - $63.62 $20.9K - $30.3K
18.5K $810K
IYY
Ishares Tr

ETFs
698
+ 1.81%
$134.05 - $149.75 $93.6K - $105K
39.4K $5.36M
WINA
Winmark Corp

Consumer Cyclical
273
+ 7.78%
$304.11 - $396.66 $83K - $108K
3.78K $1.2M
R
Ryder System Inc

Industrials
1.01K
+ 3.99%
$136.38 - $170.92 $137K - $172K
26.2K $3.77M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
1.4K
+ 13.08%
$64.24 - $90.95 $90.2K - $128K
12.1K $779K
ULCC
Frontier Group Holdings, Inc.

Industrials
130K
+ 47.94%
$4.34 - $10.06 $565K - $1.31M
401K $1.74M
SPG
Simon Property Group Inc

Real Estate
2.02K
+ 2.36%
$159.48 - $187.78 $322K - $379K
87.6K $14.5M
MEG
Montrose Environmental Group, Inc.

Industrials
504
+ 1.07%
$14.26 - $24.01 $7.19K - $12.1K
47.6K $678K
ON
On Semiconductor Corp

Technology
10.1K
+ 36.93%
$40.69 - $64.51 $412K - $653K
37.5K $1.53M
EXP
Eagle Materials Inc

Basic Materials
244
+ 2.37%
$207.49 - $262.13 $50.6K - $64K
10.5K $2.34M
COHU
Cohu Inc

Technology
20.1K
+ 48.41%
$14.71 - $27.44 $296K - $551K
61.6K $906K
HUBB
Hubbell Inc

Industrials
617
+ 13.27%
$330.91 - $456.86 $204K - $282K
5.27K $1.74M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
1.08K
+ 7.33%
$25.03 - $42.15 $27.1K - $45.6K
15.8K $421K
M
Macy'S, Inc.

Consumer Cyclical
5.66K
+ 8.92%
$12.56 - $16.82 $71K - $95.1K
69K $867K
SITM
Sitime Corp

Technology
1.17K
+ 18.56%
$150.28 - $257.0 $176K - $302K
7.5K $1.15M
INCY
Incyte Corp

Healthcare
356
+ 1.3%
$60.0 - $75.26 $21.4K - $26.8K
27.7K $1.68M
HQY
Healthequity, Inc.

Healthcare
505
+ 1.48%
$84.32 - $114.51 $42.6K - $57.8K
34.7K $3.07M
PNR
Pentair PLC

Industrials
509
+ 2.54%
$84.0 - $105.35 $42.8K - $53.6K
20.5K $1.8M
DAL
Delta Air Lines, Inc.

Industrials
50.4K
+ 35.23%
$43.6 - $69.06 $2.2M - $3.48M
193K $8.44M
TFX
Teleflex Inc

Healthcare
60
+ 1.03%
$130.79 - $183.66 $7.85K - $11K
5.86K $809K
ROK
Rockwell Automation, Inc

Industrials
2.52K
+ 7.9%
$255.29 - $303.75 $643K - $765K
34.4K $8.89M
SHAK
Shake Shack Inc.

Consumer Cyclical
2.64K
+ 23.98%
$82.77 - $133.38 $218K - $352K
13.6K $1.2M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
13.6K
+ 6.42%
$95.35 - $107.82 $1.3M - $1.47M
225K $21.6M
FWRD
Forward Air Corp

Industrials
616
+ 3.08%
$17.41 - $34.85 $10.7K - $21.5K
20.6K $414K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
1.64K
+ 7.79%
$61.31 - $83.44 $100K - $137K
22.7K $1.39M
CNX
Cnx Resources Corp

Energy
530
+ 1.1%
$27.38 - $37.32 $14.5K - $19.8K
48.9K $1.54M
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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