Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
118
+ 0.33%
$313.1 - $349.83 $36.9K - $41.3K
36.3K $11.5M
TREX
Trex CO Inc

Industrials
1.54K
+ 2.58%
$54.0 - $74.44 $83.2K - $115K
61.3K $3.56M
HPQ
Hp Inc

Technology
22.2K
+ 9.12%
$27.69 - $34.72 $614K - $770K
265K $7.35M
RUN
Sunrun Inc.

Technology
49.9K
+ 18.7%
$5.86 - $11.37 $293K - $568K
317K $1.86M
WDC
Western Digital Corp

Technology
3.89K
+ 9.3%
$40.43 - $72.03 $157K - $280K
45.7K $1.85M
MKSI
Mks Instruments Inc

Technology
1.7K
+ 5.22%
$78.89 - $122.69 $134K - $208K
34.2K $2.74M
NTAP
Net App, Inc.

Technology
2.05K
+ 6.93%
$87.84 - $126.3 $180K - $259K
31.6K $2.78M
CRDO
Credo Technology Group Holding LTD

Technology
1.48K
+ 5.59%
$39.45 - $85.5 $58.4K - $127K
27.9K $1.12M
GWW
W.W. Grainger, Inc.

Industrials
205
+ 1.56%
$953.54 - $1132.42 $195K - $232K
13.3K $13.2M
TTEK
Tetra Tech Inc

Industrials
8.44K
+ 9.58%
$28.26 - $42.58 $239K - $359K
96.5K $2.82M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.83K
+ 19.79%
$62.41 - $133.91 $177K - $380K
17.2K $1.08M
GNRC
Generac Holdings Inc.

Industrials
669
+ 2.31%
$126.65 - $164.06 $84.7K - $110K
29.7K $3.76M
VST
Vistra Corp.

Utilities
908
+ 2.18%
$108.49 - $191.89 $98.5K - $174K
42.5K $5M
URI
United Rentals, Inc.

Industrials
503
+ 3.67%
$594.17 - $789.56 $299K - $397K
14.2K $8.91M
QLD
Proshares Ultra Qqq

ETFs
296
+ 0.73%
$88.88 - $119.12 $26.3K - $35.3K
40.7K $3.62M
PWR
Quanta Services, Inc.

Industrials
3.6K
+ 13.16%
$236.71 - $358.03 $851K - $1.29M
30.9K $7.86M
SOUN
Soundhound Ai, Inc.

Technology
8.27K
+ 11.37%
$8.12 - $20.62 $67.2K - $171K
81K $657K
AAON
Aaon, Inc.

Industrials
319
+ 1.5%
$73.52 - $136.95 $23.5K - $43.7K
21.6K $1.68M
DOW
Dow Inc.

Basic Materials
2.51K
+ 1.44%
$34.36 - $41.92 $86.2K - $105K
177K $6.19M
SNOW
Snowflake Inc.

Technology
2.47K
+ 1.67%
$146.16 - $192.78 $360K - $475K
150K $22M
FSLR
First Solar, Inc.

Technology
69
+ 0.39%
$126.34 - $197.73 $8.72K - $13.6K
17.6K $2.22M
AMAT
Applied Materials Inc

Technology
18.9K
+ 9.18%
$145.06 - $195.51 $2.75M - $3.7M
225K $32.7M
IWN
Ishares Russell2000 Val ETF

ETFs
633
+ 0.85%
$149.27 - $169.4 $94.5K - $107K
75.4K $11.4M
FIX
Comfort Systems Usa Inc

Industrials
1.51K
+ 11.11%
$313.26 - $550.27 $472K - $829K
15.1K $4.85M
NVR
Nvr Inc

Consumer Cyclical
2
+ 0.2%
$7062.02 - $8382.63 $14.1K - $16.8K
992 $7.19M
KN
Knowles Corp

Technology
92
+ 0.05%
$15.2 - $20.58 $1.4K - $1.89K
195K $2.97M
ETN
Eaton Corp PLC

Industrials
35.5K
+ 20.13%
$271.83 - $371.23 $9.66M - $13.2M
212K $57.6M
CMI
Cummins Inc

Industrials
4.04K
+ 6.37%
$312.92 - $386.07 $1.26M - $1.56M
67.5K $21.1M
EQIX
Equinix Inc

Real Estate
237
+ 2.59%
$803.0 - $959.97 $190K - $228K
9.4K $7.66M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.36K
+ 2.8%
$81.62 - $96.63 $437K - $518K
196K $16.4M
INFY
Infosys LTD

Technology
37.6K
+ 8.07%
$18.06 - $22.89 $679K - $861K
504K $9.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59.1K
+ 4.68%
$507.05 - $563.67 $30M - $33.3M
1.32M $679M
CAT
Caterpillar Inc

Industrials
20.8K
+ 8.61%
$326.75 - $407.63 $6.8M - $8.48M
262K $86.6M
TDIV
First Trust Nasdaq Technology

ETFs
2.06K
+ 0.74%
$73.39 - $83.95 $151K - $173K
280K $20.6M
AXP
American Express CO

Financial Services
13K
+ 7.64%
$255.39 - $325.87 $3.33M - $4.24M
184K $49.4M
WEX
Wex Inc.

Technology
1.85K
+ 2.18%
$148.29 - $186.78 $274K - $345K
86.7K $13.6M
IRM
Iron Mountain Inc

Real Estate
7.33K
+ 7.38%
$82.79 - $111.31 $607K - $816K
107K $9.18M
WIT
Wipro LTD

Technology
54.3K
+ 1.8%
$3.0 - $3.77 $163K - $205K
3.08M $9.42M
ROST
Ross Stores, Inc.

Consumer Cyclical
656
+ 1.01%
$123.3 - $154.95 $80.9K - $102K
65.3K $8.35M
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.99K
+ 5.26%
$21.26 - $33.75 $149K - $236K
140K $3.01M
RY
Royal Bank Of Canada

Financial Services
1.79K
+ 0.81%
$108.81 - $123.4 $195K - $221K
224K $25.2M
CDNS
Cadence Design Systems Inc

Technology
2.51K
+ 5.29%
$233.96 - $324.52 $588K - $815K
50K $12.7M
CCL
Carnival Corp

Consumer Cyclical
32.3K
+ 7.88%
$19.08 - $28.49 $617K - $921K
442K $8.64M
EMR
Emerson Electric CO

Industrials
10.3K
+ 5.2%
$108.64 - $131.17 $1.12M - $1.35M
208K $22.8M
BA
Boeing CO

Industrials
1.04K
+ 0.34%
$148.15 - $186.25 $154K - $193K
303K $51.7M
MRK
Merck & Co., Inc.

Healthcare
76.5K
+ 8.3%
$83.01 - $101.02 $6.35M - $7.73M
998K $89.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.7K
+ 0.61%
$21.23 - $23.75 $271K - $303K
2.1M $45.2M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9.67K
+ 2.76%
$18.53 - $29.07 $179K - $281K
360K $6.82M
LOW
Lowes Companies Inc

Consumer Cyclical
3.51K
+ 1.58%
$222.66 - $268.42 $781K - $942K
226K $52.7M
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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