Creative Planning Incresed Positions in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
12.3K
+ 7.95%
$90.77 - $104.01 $1.12M - $1.28M
167K $17.3M
JCI
Johnson Controls International PLC

Industrials
34.9K
+ 41.86%
$76.12 - $90.6 $2.66M - $3.16M
118K $9.48M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
27.9K
+ 28.05%
$69.81 - $78.9 $1.95M - $2.2M
127K $9.93M
XLF
Financial Sector Spdr

ETFs
45.9K
+ 11.24%
$47.32 - $52.19 $2.17M - $2.4M
455K $22.6M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
126K
+ 1272.03%
$22.83 - $23.75 $2.87M - $2.98M
136K $3.12M
KMI
Kinder Morgan, Inc.

Energy
83.7K
+ 18.97%
$26.1 - $31.22 $2.18M - $2.61M
525K $15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
59K
+ 131.99%
$51.45 - $58.51 $3.03M - $3.45M
104K $5.37M
DVN
Devon Energy Corp

Energy
62.7K
+ 61.46%
$33.15 - $38.55 $2.08M - $2.42M
165K $6.16M
EXC
Exelon Corp

Utilities
25.1K
+ 12.88%
$37.3 - $46.08 $937K - $1.16M
220K $10.1M
INTU
Intuit Inc

Technology
5.88K
+ 10.46%
$555.63 - $630.23 $3.27M - $3.71M
62.1K $38.1M
HWM
Howmet Aerospace Inc.

Industrials
12K
+ 20.33%
$110.79 - $139.39 $1.33M - $1.67M
71.1K $9.22M
HIG
Hartford Financial Services Group, Inc.

Financial Services
12K
+ 14.72%
$106.31 - $123.73 $1.28M - $1.49M
93.6K $11.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
82.2K
+ 14.26%
$92.45 - $106.69 $7.6M - $8.77M
659K $61.1M
FIS
Fidelity National Information Services, Inc.

Technology
40K
+ 64.01%
$68.12 - $83.42 $2.73M - $3.34M
103K $7.66M
AIG
American International Group, Inc.

Financial Services
20.2K
+ 35.1%
$70.5 - $86.94 $1.42M - $1.76M
77.7K $6.76M
DRI
Darden Restaurants Inc

Consumer Cyclical
10.3K
+ 51.55%
$180.02 - $208.56 $1.86M - $2.15M
30.4K $6.31M
MET
Metlife Inc

Financial Services
34.5K
+ 24.74%
$77.7 - $87.0 $2.68M - $3M
174K $14M
PAYX
Paychex Inc

Industrials
5.73K
+ 4.84%
$136.06 - $154.52 $780K - $886K
124K $19.2M
PEG
Public Service Enterprise Group Inc

Utilities
33.6K
+ 33.68%
$78.2 - $90.39 $2.63M - $3.04M
133K $11M
VHT
Vanguard Health Care ETF

ETFs
6.82K
+ 10.17%
$254.06 - $273.83 $1.73M - $1.87M
73.9K $19.6M
AEM
Agnico Eagle Mines LTD

Basic Materials
10.6K
+ 23.02%
$79.66 - $108.41 $844K - $1.15M
56.6K $6.14M
SHW
Sherwin Williams CO

Basic Materials
5.97K
+ 12.21%
$330.16 - $365.55 $1.97M - $2.18M
54.9K $19.2M
PKX
Posco Holdings Inc.

Basic Materials
47K
+ 71.65%
$39.82 - $55.32 $1.87M - $2.6M
113K $5.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.88K
+ 0.87%
$58.01 - $64.46 $341K - $379K
680K $42.2M
EQT
Eqt Corp

Energy
32.9K
+ 32.75%
$46.16 - $54.25 $1.52M - $1.79M
133K $7.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.64K
+ 0.87%
$182.82 - $196.21 $849K - $911K
536K $101M
AFL
Aflac Inc

Financial Services
6.61K
+ 2.99%
$100.99 - $111.19 $668K - $735K
228K $25.3M
IGOV
Ishares 1 3 International Trea

ETFs
41.5K
+ 5.14%
$37.39 - $39.79 $1.55M - $1.65M
849K $33.5M
GS
Goldman Sachs Group Inc

Financial Services
8.52K
+ 10.05%
$524.81 - $672.19 $4.47M - $5.72M
93.2K $50.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
78.8K
+ 11.49%
$24.73 - $25.62 $1.95M - $2.02M
765K $19.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
50.6K
+ 132.25%
$44.72 - $46.25 $2.26M - $2.34M
88.9K $4.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
36.8K
+ 172.16%
$68.07 - $78.99 $2.51M - $2.91M
58.3K $3.97M
HDV
Ishares Core High Dividend ETF

ETFs
4.81K
+ 2.44%
$110.86 - $121.12 $533K - $582K
202K $24.5M
TRGP
Targa Resources Corp.

Energy
6.52K
+ 14.02%
$178.44 - $217.22 $1.16M - $1.42M
53K $10.6M
NEM
Newmont Corp

Basic Materials
21.8K
+ 19.44%
$37.79 - $48.39 $825K - $1.06M
134K $6.48M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.25K
+ 15.96%
$132.75 - $177.12 $962K - $1.28M
52.7K $8.04M
COF
Capital One Financial Corp

Financial Services
12.2K
+ 19.88%
$163.87 - $209.82 $2.01M - $2.57M
73.8K $13.2M
NEE
Nextera Energy Inc

Utilities
40.8K
+ 4.87%
$66.96 - $76.16 $2.73M - $3.11M
879K $62.3M
LHX
L3 Harris Technologies, Inc.

Industrials
10.8K
+ 26.3%
$194.65 - $222.86 $2.1M - $2.41M
51.8K $10.9M
KR
Kroger CO

Consumer Defensive
17K
+ 10.67%
$58.36 - $67.72 $991K - $1.15M
176K $11.9M
DVYE
Ishares Emerging Markets Divid

ETFs
21.6K
+ 2.0%
$25.08 - $27.99 $542K - $605K
1.1M $30.1M
OPCH
Option Care Health, Inc.

Healthcare
39.4K
+ 60.05%
$22.7 - $35.2 $895K - $1.39M
105K $3.67M
TPL
Texas Pacific Land Corp

Energy
463
+ 6.61%
$1180.08 - $1431.01 $546K - $663K
7.47K $9.9M
FNDF
Schwab Fundamental Intl Large

ETFs
27.9K
+ 7.18%
$32.9 - $37.45 $917K - $1.04M
416K $15M
RELX
Relx PLC

Communication Services
26.3K
+ 16.38%
$45.34 - $51.91 $1.19M - $1.37M
187K $9.44M
AZO
Autozone Inc

Consumer Cyclical
111
+ 4.0%
$3193.96 - $3828.11 $355K - $425K
2.89K $11M
IXUS
Ishares Tr

ETFs
25.5K
+ 27.54%
$65.06 - $72.31 $1.66M - $1.84M
118K $8.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
32.3K
+ 12.08%
$120.24 - $134.3 $3.88M - $4.33M
299K $36.5M
NUE
Nucor Corp

Basic Materials
13.7K
+ 11.56%
$114.48 - $142.52 $1.57M - $1.96M
133K $16M
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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