Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTAP
Net App, Inc.

Technology
15.8K
+ 50.02%
$76.1 - $106.55 $1.2M - $1.69M
47.5K $5.06M
MNST
Monster Beverage Corp

Consumer Defensive
30K
+ 31.28%
$55.01 - $64.24 $1.65M - $1.93M
126K $7.88M
AMT
American Tower Corp

Real Estate
8.96K
+ 10.76%
$203.96 - $228.19 $1.83M - $2.04M
92.2K $20.4M
CNI
Canadian National Railway CO

Industrials
17.7K
+ 28.3%
$92.66 - $108.13 $1.64M - $1.91M
80.3K $8.35M
FAST
Fastenal CO

Industrials
188K
+ 118.36%
$40.65 - $83.16 $7.65M - $15.6M
347K $14.6M
LDOS
Leidos Holdings, Inc.

Technology
3.76K
+ 5.19%
$132.9 - $160.3 $500K - $603K
76.3K $12M
TECK
Teck Resources LTD

Basic Materials
50.2K
+ 101.46%
$29.05 - $41.48 $1.46M - $2.08M
99.8K $4.03M
AZO
Autozone Inc

Consumer Cyclical
675
+ 23.36%
$3478.38 - $3880.15 $2.35M - $2.62M
3.56K $13.2M
RELX
Relx PLC

Communication Services
27.1K
+ 14.48%
$45.31 - $55.66 $1.23M - $1.51M
214K $11.6M
BMI
Badger Meter Inc

Technology
5K
+ 28.0%
$170.72 - $254.17 $853K - $1.27M
22.8K $5.6M
TTWO
Take Two Interactive Software Inc

Communication Services
4.15K
+ 12.55%
$194.58 - $243.05 $807K - $1.01M
37.2K $9.03M
MDLZ
Mondelez International, Inc.

Consumer Defensive
34.7K
+ 8.48%
$63.54 - $68.5 $2.21M - $2.38M
444K $29.9M
QS
Quantum Scape Corp

Consumer Cyclical
297K
+ 520.5%
$3.47 - $7.65 $1.03M - $2.27M
354K $2.38M
WDC
Western Digital Corp

Technology
16.6K
+ 36.37%
$30.54 - $63.99 $507K - $1.06M
62.3K $3.99M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
22.1K
+ 25.64%
$58.52 - $71.7 $1.29M - $1.58M
108K $7.43M
LMT
Lockheed Martin Corp

Industrials
378
+ 0.32%
$430.82 - $486.45 $163K - $184K
119K $55.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
38K
+ 20.43%
$19.5 - $30.4 $741K - $1.16M
224K $6.56M
SONY
Sony Group Corp

Technology
39.3K
+ 2.34%
$21.24 - $26.88 $835K - $1.06M
1.72M $44.8M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.99K
+ 4.92%
$201.28 - $266.34 $400K - $529K
42.3K $11.3M
HQY
Healthequity, Inc.

Healthcare
14.3K
+ 41.29%
$76.77 - $113.06 $1.1M - $1.62M
49.1K $5.14M
ARES
Ares Management Corp

Financial Services
7.78K
+ 29.61%
$118.04 - $175.83 $918K - $1.37M
34K $5.9M
NDAQ
Nasdaq, Inc.

Financial Services
13.8K
+ 23.35%
$66.4 - $89.42 $919K - $1.24M
73.1K $6.54M
PPG
Ppg Industries Inc

Basic Materials
15.5K
+ 25.57%
$91.66 - $115.04 $1.43M - $1.79M
76.3K $8.68M
LFUS
Littelfuse Inc

Technology
8.05K
+ 113.87%
$149.72 - $227.31 $1.2M - $1.83M
15.1K $3.43M
NRC
National Research Corp

Healthcare
112K
+ 319.24%
$10.13 - $17.24 $1.14M - $1.94M
147K $2.48M
BCS
Barclays PLC

Financial Services
36.2K
+ 8.68%
$12.69 - $18.61 $460K - $675K
454K $8.44M
GIS
General Mills Inc

Consumer Defensive
63.2K
+ 39.77%
$50.37 - $60.97 $3.18M - $3.85M
222K $11.5M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
10.2K
+ 79.59%
$87.64 - $143.29 $890K - $1.45M
22.9K $3.28M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.74K
+ 1.91%
$24.94 - $31.15 $243K - $303K
520K $16.2M
DY
Dycom Industries Inc

Industrials
5.73K
+ 88.66%
$138.96 - $245.71 $796K - $1.41M
12.2K $2.98M
HPE
Hewlett Packard Enterprise CO

Technology
44.2K
+ 20.34%
$12.51 - $20.45 $553K - $904K
262K $5.35M
SD
Sandridge Energy Inc

Energy
185K
+ 347.69%
$9.07 - $12.08 $1.68M - $2.24M
239K $2.58M
VLO
Valero Energy Corp

Energy
12.9K
+ 14.18%
$104.69 - $141.77 $1.35M - $1.83M
104K $13.9M
KR
Kroger CO

Consumer Defensive
17.1K
+ 9.71%
$64.62 - $74.0 $1.11M - $1.27M
193K $13.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.29K
+ 13.91%
$299.15 - $396.54 $684K - $907K
18.7K $7.43M
XLC
Select Sector Spdr Tr Communic

ETFs
11.6K
+ 21.37%
$86.13 - $108.53 $1M - $1.26M
66K $7.16M
RS
Reliance Steel & Aluminum CO

Basic Materials
718
+ 1.07%
$262.08 - $316.81 $188K - $227K
67.8K $21.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
19.2K
+ 14.45%
$49.48 - $61.22 $951K - $1.18M
152K $9.28M
CM
Canadian Imperial Bank Of Commerce

Financial Services
12.9K
+ 19.02%
$54.6 - $70.83 $704K - $913K
80.7K $5.72M
NGG
National Grid PLC

Utilities
16.9K
+ 23.29%
$62.74 - $74.79 $1.06M - $1.26M
89.2K $6.64M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.58K
+ 14.39%
$144.63 - $179.53 $1.1M - $1.36M
60.2K $9.92M
NTES
Net Ease, Inc.

Communication Services
7.74K
+ 29.25%
$91.37 - $134.58 $707K - $1.04M
34.2K $4.6M
HSBC
Hsbc Holdings PLC

Financial Services
14.4K
+ 4.81%
$46.68 - $61.09 $671K - $878K
313K $19M
LYV
Live Nation Entertainment, Inc.

Communication Services
7.6K
+ 21.94%
$118.81 - $151.28 $903K - $1.15M
42.3K $6.39M
SANM
Sanmina Corp

Technology
11.3K
+ 32.49%
$67.3 - $98.07 $764K - $1.11M
46.3K $4.53M
KEYS
Keysight Technologies, Inc.

Technology
9.04K
+ 33.2%
$127.02 - $165.4 $1.15M - $1.5M
36.3K $5.94M
WM
Waste Management Inc

Industrials
9.88K
+ 6.71%
$216.47 - $242.1 $2.14M - $2.39M
157K $36M
SCCO
Southern Copper Corp

Basic Materials
14.1K
+ 25.09%
$75.63 - $104.64 $1.06M - $1.47M
70.1K $7.1M
SKYW
Skywest Inc

Industrials
9K
+ 15.22%
$79.41 - $103.84 $715K - $935K
68.1K $7.02M
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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