Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
14.6K
+ 50.66%
$102.76 - $115.66 $1.5M - $1.69M
43.5K $4.82M
MNRO
Monro, Inc.

Consumer Cyclical
99.5K
+ 323.55%
$12.22 - $17.26 $1.22M - $1.72M
130K $1.94M
RMD
Resmed Inc

Healthcare
1.77K
+ 5.9%
$204.54 - $258.0 $361K - $455K
31.7K $8.18M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4.41K
+ 22.84%
$160.22 - $209.35 $706K - $923K
23.7K $4.96M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
16.9K
+ 42.15%
$27.82 - $46.45 $470K - $785K
57K $2.65M
ENB
Enbridge Inc

Energy
25.1K
+ 8.3%
$41.09 - $47.16 $1.03M - $1.18M
327K $14.8M
MIR
Mirion Technologies, Inc.

Industrials
47.6K
+ 83.09%
$12.7 - $21.71 $605K - $1.03M
105K $2.26M
NABL
N Able, Inc.

Technology
167K
+ 214.28%
$6.22 - $8.3 $1.04M - $1.38M
244K $1.98M
CNC
Centene Corp

Healthcare
31.8K
+ 68.15%
$53.4 - $64.29 $1.7M - $2.04M
78.5K $4.26M
POWI
Power Integrations Inc

Technology
22.5K
+ 72.66%
$42.13 - $59.01 $947K - $1.33M
53.4K $2.99M
ECL
Ecolab Inc.

Basic Materials
2.48K
+ 5.3%
$225.65 - $270.95 $560K - $672K
49.3K $13.3M
VC
Visteon Corp

Consumer Cyclical
11.6K
+ 57.12%
$67.04 - $94.19 $780K - $1.1M
32K $2.99M
KN
Knowles Corp

Technology
52.6K
+ 26.91%
$12.76 - $17.97 $671K - $944K
248K $4.37M
XRAY
Dentsply Sirona Inc.

Healthcare
86.2K
+ 311.87%
$12.55 - $16.75 $1.08M - $1.44M
114K $1.81M
RUN
Sunrun Inc.

Technology
77.8K
+ 24.56%
$5.67 - $12.85 $441K - $1M
395K $3.23M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
25K
+ 14.97%
$33.19 - $40.78 $831K - $1.02M
192K $7.64M
AVY
Avery Dennison Corp

Industrials
7.96K
+ 71.28%
$159.58 - $183.97 $1.27M - $1.46M
19.1K $3.36M
CW
Curtiss Wright Corp

Industrials
1.3K
+ 30.43%
$283.18 - $488.55 $368K - $635K
5.57K $2.72M
AEIS
Advanced Energy Industries Inc

Industrials
3.46K
+ 14.3%
$79.03 - $133.84 $273K - $463K
27.7K $3.66M
TRV
Travelers Companies, Inc.

Financial Services
3.94K
+ 4.15%
$233.83 - $276.34 $921K - $1.09M
98.9K $26.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.95K
+ 2.06%
$57.46 - $75.58 $112K - $148K
96.7K $7.31M
FDN
First Tr Fd Dow Jones

ETFs
927
+ 4.02%
$200.29 - $269.33 $186K - $250K
24K $6.45M
GWRE
Guidewire Software, Inc.

Technology
1.87K
+ 10.0%
$172.73 - $257.37 $322K - $480K
20.5K $4.83M
SWKS
Skyworks Solutions, Inc.

Technology
12.2K
+ 28.53%
$49.2 - $74.95 $598K - $911K
54.8K $4.08M
AME
Ametek Inc

Industrials
5.83K
+ 19.95%
$151.41 - $182.75 $882K - $1.06M
35K $6.34M
ACA
Arcosa, Inc.

Industrials
13.1K
+ 72.55%
$70.66 - $90.53 $928K - $1.19M
31.2K $2.71M
HUBB
Hubbell Inc

Industrials
2.18K
+ 41.38%
$315.94 - $408.41 $688K - $890K
7.45K $3.04M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
72.5K
+ 24.2%
$13.71 - $15.46 $994K - $1.12M
372K $5.75M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
75.2K
+ 521.56%
$15.52 - $17.13 $1.17M - $1.29M
89.6K $1.53M
CFG
Citizens Financial Group Inc

Financial Services
10.8K
+ 5.07%
$34.27 - $44.75 $371K - $485K
224K $10M
VRSK
Verisk Analytics, Inc.

Industrials
3.18K
+ 14.79%
$277.03 - $321.33 $882K - $1.02M
24.7K $7.69M
ICFI
Icf International, Inc.

Industrials
15.1K
+ 213.12%
$78.62 - $88.51 $1.19M - $1.34M
22.2K $1.88M
LYG
Lloyds Banking Group PLC

Financial Services
180K
+ 15.1%
$3.32 - $4.29 $597K - $772K
1.37M $5.83M
IWV
Ishares Russell 3000 ETF

ETFs
163
+ 0.45%
$281.67 - $351.0 $45.9K - $57.2K
36.5K $12.8M
KE
Kimball Electronics, Inc.

Industrials
62.1K
+ 250.93%
$12.91 - $19.33 $802K - $1.2M
86.9K $1.67M
WPM
Wheaton Precious Metals Corp.

Basic Materials
7.06K
+ 13.67%
$70.56 - $92.75 $498K - $655K
58.7K $5.27M
NTRS
Northern Trust Corp

Financial Services
4.06K
+ 15.35%
$84.45 - $126.79 $342K - $514K
30.5K $3.86M
FCFS
First Cash Holdings, Inc.

Financial Services
7.12K
+ 36.12%
$118.0 - $137.63 $840K - $980K
26.8K $3.63M
GWW
W.W. Grainger, Inc.

Industrials
530
+ 3.98%
$919.93 - $1101.66 $488K - $584K
13.9K $14.4M
ADBE
Adobe Inc.

Technology
2.04K
+ 1.5%
$340.0 - $420.68 $694K - $858K
138K $53.3M
ASTS
Ast Space Mobile, Inc.

Communication Services
11K
+ 36.33%
$20.07 - $51.83 $222K - $572K
41.4K $1.94M
CAG
Conagra Brands Inc.

Consumer Defensive
107K
+ 69.06%
$20.4 - $26.78 $2.19M - $2.88M
263K $5.38M
EA
Electronic Arts Inc.

Communication Services
4.41K
+ 12.83%
$132.53 - $159.7 $584K - $704K
38.8K $6.19M
ROAD
Construction Partners, Inc.

Industrials
6.09K
+ 36.26%
$68.75 - $110.36 $419K - $672K
22.9K $2.43M
GPI
Group 1 Automotive Inc

Consumer Cyclical
2.13K
+ 40.1%
$372.3 - $448.86 $794K - $957K
7.45K $3.25M
FTDR
Frontdoor, Inc.

Consumer Cyclical
12.5K
+ 53.35%
$37.35 - $59.68 $465K - $743K
35.8K $2.11M
NVT
N Vent Electric PLC

Industrials
6.44K
+ 18.19%
$45.2 - $73.35 $291K - $472K
41.8K $3.06M
BNS
Bank Of Nova Scotia

Financial Services
16.1K
+ 40.41%
$44.56 - $55.27 $718K - $890K
56K $3.09M
HBAN
Huntington Bancshares Inc

Financial Services
37.8K
+ 11.82%
$12.49 - $16.76 $472K - $633K
358K $5.99M
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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