Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WIT
Wipro LTD

Technology
652K
+ 21.18%
$2.7 - $3.09 $1.76M - $2.01M
3.73M $11.3M
IWN
Ishares Russell2000 Val ETF

ETFs
8.45K
+ 11.21%
$131.84 - $157.76 $1.11M - $1.33M
83.9K $13.2M
KKR
Kkr & Co. Inc.

Financial Services
3.41K
+ 4.29%
$92.79 - $134.29 $316K - $458K
82.9K $11M
RACE
Ferrari N.V.

Consumer Cyclical
1.8K
+ 12.13%
$397.86 - $499.02 $716K - $898K
16.6K $8.16M
FNDF
Schwab Fundamental Intl Large

ETFs
4.93K
+ 1.18%
$32.25 - $40.02 $159K - $197K
421K $16.9M
CYBR
Cyber Ark Software Ltd.

Technology
1.87K
+ 12.37%
$305.98 - $406.88 $573K - $762K
17K $6.92M
DINO
Hf Sinclair Corp

Energy
38K
+ 126.96%
$25.91 - $41.85 $984K - $1.59M
67.9K $2.79M
INSM
Insmed Inc

Healthcare
432
+ 0.6%
$64.81 - $105.9 $28K - $45.7K
72.2K $7.26M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
4.91K
+ 1.82%
$83.8 - $101.39 $412K - $498K
275K $27.8M
VRRM
Verra Mobility Corp

Industrials
67K
+ 296.13%
$20.85 - $25.4 $1.4M - $1.7M
89.6K $2.27M
T
At&T Inc.

Communication Services
15.5K
+ 0.79%
$26.33 - $28.94 $407K - $448K
1.97M $57M
LNG
Cheniere Energy, Inc.

Energy
2.43K
+ 2.59%
$197.25 - $244.33 $479K - $593K
96.3K $23.5M
CME
Cme Group Inc.

Financial Services
3.46K
+ 4.66%
$252.37 - $290.71 $874K - $1.01M
77.7K $21.4M
DXCM
Dexcom Inc

Healthcare
3.71K
+ 5.05%
$59.83 - $87.57 $222K - $325K
77.2K $6.74M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
73.3K
+ 463.39%
$19.54 - $28.28 $1.43M - $2.07M
89.2K $2.14M
TMDX
Trans Medics Group, Inc.

Healthcare
7K
+ 60.35%
$67.67 - $143.04 $474K - $1M
18.6K $2.49M
TOST
Toast, Inc.

Technology
29.6K
+ 84.34%
$30.03 - $45.23 $890K - $1.34M
64.8K $2.87M
TTEK
Tetra Tech Inc

Industrials
29.3K
+ 30.34%
$28.01 - $36.25 $820K - $1.06M
126K $4.52M
MKSI
Mks Instruments Inc

Technology
10.5K
+ 30.69%
$58.78 - $100.27 $617K - $1.05M
44.7K $4.44M
AGX
Argan Inc

Industrials
1.83K
+ 12.61%
$120.08 - $243.11 $219K - $444K
16.3K $3.6M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
41.9K
+ 25.78%
$99.37 - $134.05 $4.17M - $5.62M
205K $23.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.84K
+ 9.2%
$139.8 - $197.22 $397K - $560K
33.7K $6.65M
VAL
Valaris LTD

Energy
38.2K
+ 184.87%
$28.94 - $46.88 $1.1M - $1.79M
58.8K $2.48M
TFLO
Ishares Treasury Floating Rate

ETFs
32.9K
+ 10.81%
$50.47 - $50.66 $1.66M - $1.67M
338K $17.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.91K
+ 15.73%
$99.48 - $124.46 $886K - $1.11M
65.5K $7.8M
DHR
Danaher Corp

Healthcare
13.3K
+ 10.1%
$174.64 - $205.16 $2.33M - $2.73M
145K $28.7M
FSLR
First Solar, Inc.

Technology
5.79K
+ 32.98%
$120.38 - $192.98 $697K - $1.12M
23.3K $3.86M
THRM
Gentherm Inc

Consumer Cyclical
56K
+ 175.1%
$23.32 - $28.7 $1.31M - $1.61M
88K $2.49M
RMBS
Rambus Inc

Technology
14.6K
+ 26.26%
$42.9 - $64.02 $627K - $935K
70.2K $4.5M
SOFI
So Fi Technologies, Inc.

Financial Services
43.2K
+ 34.32%
$9.5 - $18.21 $410K - $787K
169K $3.08M
AKRO
Akero Therapeutics, Inc.

Healthcare
25.6K
+ 137.2%
$34.04 - $56.28 $873K - $1.44M
44.3K $2.37M
ING
Ing Groep Nv

Financial Services
46.3K
+ 17.99%
$16.62 - $21.98 $770K - $1.02M
304K $6.65M
SE
Sea LTD

Consumer Cyclical
963
+ 1.97%
$105.57 - $170.4 $102K - $164K
49.9K $7.98M
EQNR
Equinor Asa

Energy
66.9K
+ 80.9%
$22.04 - $28.08 $1.47M - $1.88M
150K $3.76M
EBAY
Ebay Inc

Consumer Cyclical
13K
+ 14.58%
$59.52 - $79.36 $774K - $1.03M
102K $7.61M
HRL
Hormel Foods Corp

Consumer Defensive
54K
+ 56.1%
$29.11 - $31.44 $1.57M - $1.7M
150K $4.55M
STRL
Sterling Construction CO Inc

Industrials
3.13K
+ 43.58%
$104.96 - $231.51 $329K - $725K
10.3K $2.38M
IDYA
Ideaya Biosciences, Inc.

Healthcare
60.7K
+ 99.43%
$14.5 - $22.63 $880K - $1.37M
122K $2.56M
SHW
Sherwin Williams CO

Basic Materials
5.46K
+ 9.95%
$313.51 - $363.51 $1.71M - $1.98M
60.3K $20.7M
NOG
Northern Oil & Gas, Inc.

Energy
56.7K
+ 199.18%
$20.6 - $32.16 $1.17M - $1.82M
85.2K $2.41M
DLTR
Dollar Tree, Inc.

Consumer Defensive
9.16K
+ 34.01%
$67.22 - $100.51 $615K - $920K
36.1K $3.57M
AVAV
Aero Vironment Inc

Industrials
3.65K
+ 121.32%
$111.65 - $284.95 $407K - $1.04M
6.65K $1.9M
STT
State Street Corp

Financial Services
11.2K
+ 54.56%
$75.33 - $106.34 $843K - $1.19M
31.7K $3.37M
URBN
Urban Outfitters Inc

Consumer Cyclical
13.5K
+ 49.36%
$43.24 - $75.26 $582K - $1.01M
40.7K $2.95M
SU
Suncor Energy Inc

Energy
44.5K
+ 36.24%
$31.54 - $41.04 $1.4M - $1.83M
167K $6.27M
MANH
Manhattan Associates Inc

Technology
6.4K
+ 63.56%
$143.9 - $197.47 $921K - $1.26M
16.5K $3.25M
HTZ
Hertz Global Holdings, Inc

Industrials
86.5K
+ 27.25%
$3.65 - $8.65 $316K - $749K
404K $2.76M
DIOD
Diodes Inc

Technology
24.1K
+ 100.5%
$34.26 - $52.89 $825K - $1.27M
48K $2.54M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
36.4K
+ 6.76%
$11.9 - $15.57 $433K - $566K
574K $8.83M
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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