Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RPG
Invesco Exchange Traded Fd Tr

ETFs
9.65K
+ 2.83%
$33.86 - $45.77 $327K - $442K
350K $16M
UAL
United Airlines Holdings, Inc.

Industrials
26.5K
+ 32.51%
$56.15 - $84.23 $1.49M - $2.23M
108K $8.6M
GLW
Corning Inc

Technology
29.1K
+ 14.08%
$39.07 - $52.59 $1.14M - $1.53M
236K $12.4M
TJX
Tjx Companies Inc

Consumer Cyclical
18.4K
+ 4.69%
$119.13 - $135.03 $2.19M - $2.48M
410K $50.7M
MLM
Martin Marietta Materials Inc

Basic Materials
3.03K
+ 17.1%
$452.51 - $568.19 $1.37M - $1.72M
20.8K $11.4M
ENSG
Ensign Group, Inc

Healthcare
8.67K
+ 13.88%
$119.93 - $156.36 $1.04M - $1.36M
71.1K $11M
WMB
Williams Companies, Inc.

Energy
33K
+ 13.15%
$54.33 - $62.87 $1.79M - $2.08M
284K $17.8M
CVE
Cenovus Energy Inc.

Energy
211K
+ 141.92%
$10.58 - $14.83 $2.23M - $3.13M
360K $4.89M
ILMN
Illumina, Inc.

Healthcare
26.3K
+ 144.78%
$70.3 - $95.41 $1.85M - $2.5M
44.4K $4.23M
NOC
Northrop Grumman Corp

Industrials
6.79K
+ 13.42%
$456.3 - $540.39 $3.1M - $3.67M
57.4K $28.7M
COOP
Mr. Cooper Group Inc.

Financial Services
12.8K
+ 44.36%
$107.26 - $155.96 $1.37M - $2M
41.7K $6.22M
IWS
Ishares Russell Midcap Value E

ETFs
15.5K
+ 14.05%
$110.58 - $132.14 $1.72M - $2.05M
126K $16.6M
FLR
Fluor Corp

Industrials
38.3K
+ 77.95%
$30.86 - $51.42 $1.18M - $1.97M
87.5K $4.49M
CTVA
Corteva, Inc.

Basic Materials
10K
+ 5.9%
$55.52 - $74.53 $556K - $746K
180K $13.4M
AMED
Amedisys Inc

Healthcare
26.5K
+ 200.08%
$91.31 - $98.39 $2.42M - $2.61M
39.8K $3.92M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.1K
+ 3.11%
$179.95 - $278.88 $198K - $306K
36.4K $10.2M
DGRO
Ishares Core Dividend Growth E

ETFs
29.2K
+ 7.83%
$55.22 - $63.94 $1.61M - $1.87M
403K $25.7M
CDW
Cdw Corp

Technology
13.4K
+ 86.71%
$144.49 - $190.68 $1.93M - $2.55M
28.8K $5.13M
FN
Fabrinet

Technology
3.62K
+ 22.07%
$171.03 - $298.93 $618K - $1.08M
20K $5.89M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
27.3K
+ 42.9%
$25.35 - $64.65 $692K - $1.76M
90.9K $4.53M
SMR
Nuscale Power Corp

Industrials
53.3K
+ 253.04%
$12.6 - $43.24 $671K - $2.3M
74.3K $2.94M
AUB
Atlantic Union Bankshares Corp

Financial Services
84.1K
+ 738.93%
$23.85 - $32.24 $2.01M - $2.71M
95.4K $2.99M
URI
United Rentals, Inc.

Industrials
1.09K
+ 7.69%
$551.94 - $753.4 $603K - $823K
15.3K $11.5M
IAU
Ishares Gold Trust

ETFs
266
+ 0.03%
$56.1 - $64.74 $14.9K - $17.2K
764K $47.7M
SRE
Sempra Energy

Utilities
29.3K
+ 34.35%
$63.78 - $78.91 $1.87M - $2.32M
115K $8.7M
NEM
Newmont Corp

Basic Materials
21.5K
+ 16.04%
$44.18 - $59.46 $950K - $1.28M
156K $9.07M
XLY
Select Sector Spdr Consumer Di

ETFs
7.74K
+ 17.01%
$176.34 - $218.59 $1.36M - $1.69M
53.2K $11.6M
VMC
Vulcan Materials CO

Basic Materials
7.98K
+ 43.85%
$226.49 - $276.01 $1.81M - $2.2M
26.2K $6.83M
IRM
Iron Mountain Inc

Real Estate
7.92K
+ 7.43%
$76.93 - $105.25 $610K - $834K
115K $11.8M
DAL
Delta Air Lines, Inc.

Industrials
30.4K
+ 15.7%
$35.88 - $52.99 $1.09M - $1.61M
224K $11M
STM
St Microelectronics N.V.

Technology
52.6K
+ 46.7%
$17.78 - $30.41 $936K - $1.6M
165K $5.03M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
19.9K
+ 10.18%
$53.75 - $67.21 $1.07M - $1.34M
216K $14.3M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.74K
+ 1.3%
$25.93 - $32.91 $201K - $255K
601K $19.8M
TER
Teradyne, Inc

Technology
25.4K
+ 99.08%
$67.96 - $91.05 $1.73M - $2.31M
51K $4.59M
AMP
Ameriprise Financial Inc

Financial Services
2.14K
+ 8.11%
$422.19 - $533.73 $904K - $1.14M
28.6K $15.2M
SPGI
S&P Global Inc.

Financial Services
1.45K
+ 1.69%
$438.31 - $527.29 $637K - $767K
87.4K $46.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.84K
+ 8.87%
$60.61 - $87.72 $475K - $688K
96.2K $8.16M
ADM
Archer Daniels Midland CO

Consumer Defensive
39K
+ 56.88%
$41.79 - $54.16 $1.63M - $2.11M
107K $5.67M
BTI
British American Tobacco P.L.C.

Consumer Defensive
27K
+ 15.04%
$39.43 - $49.34 $1.07M - $1.33M
207K $9.79M
SYK
Stryker Corp

Healthcare
833
+ 0.97%
$337.37 - $395.63 $281K - $330K
87.1K $34.5M
BPMC
Blueprint Medicines Corp

Healthcare
11.7K
+ 55.76%
$79.22 - $128.4 $930K - $1.51M
32.8K $4.21M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.5K
+ 0.78%
$141.87 - $164.49 $496K - $575K
451K $74.2M
ACLS
Axcelis Technologies Inc

Technology
19.8K
+ 41.66%
$42.42 - $70.92 $839K - $1.4M
67.2K $4.68M
SHG
Shinhan Financial Group CO LTD

Financial Services
67.2K
+ 70.28%
N/A
163K $5.64M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
26.6K
+ 146.37%
$66.94 - $88.47 $1.78M - $2.36M
44.8K $3.71M
FSS
Federal Signal Corp

Industrials
12.3K
+ 40.51%
$69.23 - $106.42 $855K - $1.31M
42.8K $4.56M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.32K
+ 1.35%
$151.62 - $183.47 $352K - $426K
175K $32M
VRSN
Verisign Inc

Technology
5.67K
+ 29.74%
$234.49 - $288.8 $1.33M - $1.64M
24.7K $7.15M
TQQQ
Proshares Ultrapro Qqq

ETFs
8.03K
+ 12.76%
$38.9 - $83.0 $312K - $667K
71K $5.89M
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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