Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMS
Maximus, Inc.

Industrials
16.4K
+ 77.11%
$65.54 - $76.8 $1.07M - $1.26M
37.6K $2.64M
WDS
Woodside Energy Group LTD

Energy
70K
+ 60.06%
$11.5 - $16.77 $805K - $1.17M
187K $2.88M
BFC
Bank First Corp

Financial Services
2.17K
+ 3.94%
$96.02 - $118.47 $208K - $257K
57.2K $6.73M
AVT
Avnet Inc

Technology
19.7K
+ 72.71%
$41.51 - $53.08 $818K - $1.05M
46.8K $2.48M
ELS
Equity Lifestyle Properties Inc

Real Estate
20K
+ 191.3%
$61.46 - $68.02 $1.23M - $1.36M
30.4K $1.88M
STNG
Scorpio Tankers Inc.

Energy
29.6K
+ 331.26%
$31.86 - $44.3 $944K - $1.31M
38.6K $1.51M
VTWO
Vanguard Russell 2000 ETF

ETFs
8.97K
+ 15.5%
$70.56 - $87.22 $633K - $782K
66.8K $5.83M
PTC
Ptc Inc.

Technology
5.86K
+ 69.24%
$136.74 - $173.24 $801K - $1.02M
14.3K $2.47M
JJSF
J&J Snack Foods Corp

Consumer Defensive
11.3K
+ 166.16%
$111.46 - $136.93 $1.26M - $1.55M
18.1K $2.05M
SPG
Simon Property Group Inc

Real Estate
10.1K
+ 11.48%
$140.37 - $171.44 $1.41M - $1.72M
97.7K $15.7M
VTRS
Viatris Inc

Healthcare
124K
+ 75.81%
$7.26 - $9.12 $903K - $1.13M
288K $2.58M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 1.5%
$23.55 - $27.67 $270K - $317K
772K $21.4M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
19.9K
+ 78.87%
$40.79 - $50.93 $812K - $1.01M
45.1K $2.3M
VRNS
Varonis Systems Inc

Technology
15.8K
+ 47.58%
$37.96 - $50.93 $599K - $804K
49K $2.49M
RF
Regions Financial Corp

Financial Services
31.5K
+ 14.02%
$18.34 - $23.52 $578K - $741K
256K $6.02M
MARA
Marathon Digital Holdings, Inc.

Financial Services
50.4K
+ 89.88%
N/A
106K $2.4M
SBAC
Sba Communications Corp

Real Estate
4.09K
+ 35.12%
$208.57 - $243.4 $854K - $996K
15.8K $3.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
27.5K
+ 75.03%
$53.23 - $70.65 $1.46M - $1.94M
64.1K $3.71M
BUSE
First Busey Corp

Financial Services
38.3K
+ 19.47%
$19.2 - $23.42 $735K - $897K
235K $5.38M
EAT
Brinker International, Inc

Consumer Cyclical
2.2K
+ 9.4%
$128.68 - $181.78 $283K - $400K
25.6K $4.62M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
13.9K
+ 22.69%
$30.14 - $45.12 $420K - $628K
75.3K $3.25M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
40.3K
+ 3.6%
$22.43 - $23.23 $905K - $937K
1.16M $26.9M
APA
Apa Corp

Energy
71.5K
+ 101.63%
$14.03 - $21.24 $1M - $1.52M
142K $2.59M
LEA
Lear Corp

Consumer Cyclical
10.7K
+ 74.88%
$75.18 - $95.54 $804K - $1.02M
25K $2.37M
ESGR
Enstar Group LTD

Financial Services
3.26K
+ 95.69%
$330.1 - $336.55 $1.08M - $1.1M
6.67K $2.24M
IR
Ingersoll Rand Inc.

Industrials
10.1K
+ 11.91%
$66.75 - $84.94 $671K - $854K
94.5K $7.86M
FITB
Fifth Third Bancorp

Financial Services
12.2K
+ 3.95%
$33.32 - $41.51 $407K - $508K
322K $13.2M
LEGN
Legend Biotech Corp

Healthcare
30.4K
+ 234.32%
$27.69 - $37.91 $841K - $1.15M
43.3K $1.54M
MDB
Mongo Db, Inc.

Technology
3.93K
+ 51.98%
$145.85 - $225.38 $573K - $886K
11.5K $2.41M
SPXC
Spx Corp

Industrials
1.27K
+ 5.66%
$120.66 - $167.68 $153K - $213K
23.7K $3.97M
PCVX
Vaxcyte, Inc.

Healthcare
39.5K
+ 101.31%
$28.04 - $37.2 $1.11M - $1.47M
78.5K $2.55M
DNP
Dnp Select Income Fund Inc

Financial Services
111K
+ 84.75%
$8.89 - $9.88 $991K - $1.1M
243K $2.38M
MKL
Markel Corp

Financial Services
180
+ 3.21%
$1678.5 - $1997.36 $302K - $360K
5.78K $11.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.8K
+ 4.23%
$85.42 - $94.39 $925K - $1.02M
267K $25M
CMI
Cummins Inc

Industrials
357
+ 0.53%
$267.12 - $336.65 $95.4K - $120K
67.8K $22.2M
JOBY
Joby Aviation, Inc.

Industrials
13.5K
+ 6.63%
$5.33 - $10.55 $71.9K - $142K
217K $2.29M
SAFT
Safety Insurance Group Inc

Financial Services
13.3K
+ 289.16%
$73.02 - $83.49 $974K - $1.11M
18K $1.43M
STN
Stantec Inc

Industrials
5.36K
+ 29.52%
$78.92 - $109.58 $423K - $587K
23.5K $2.56M
BDC
Belden Inc.

Technology
5.74K
+ 23.2%
$87.1 - $116.54 $500K - $669K
30.5K $3.53M
F
Ford Motor CO

Consumer Cyclical
17.5K
+ 1.68%
$8.69 - $10.85 $152K - $190K
1.06M $11.5M
TME
Tencent Music Entertainment Group

Communication Services
28.7K
+ 30.62%
$11.97 - $19.49 $344K - $560K
123K $2.39M
SLF
Sun Life Financial Inc

Financial Services
7.31K
+ 12.15%
$53.39 - $66.45 $390K - $485K
67.5K $4.48M
HST
Host Hotels & Resorts, Inc.

Real Estate
63.7K
+ 125.72%
$12.7 - $16.07 $810K - $1.02M
114K $1.76M
ARW
Arrow Electronics Inc

Technology
6.56K
+ 76.95%
$90.32 - $128.28 $592K - $841K
15.1K $1.92M
ANSS
Ansys Inc

Technology
1.76K
+ 14.53%
$284.19 - $351.22 $499K - $617K
13.8K $4.86M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
33.6K
+ 35.01%
$15.0 - $20.49 $505K - $689K
130K $2.65M
IXUS
Ishares Tr

ETFs
1.79K
+ 1.51%
$62.37 - $77.63 $111K - $139K
120K $9.26M
BHP
Bhp Group LTD

Basic Materials
22.7K
+ 14.18%
$40.22 - $50.88 $912K - $1.15M
183K $8.78M
PUK
Prudential PLC

Financial Services
17.3K
+ 10.33%
$18.03 - $25.49 $311K - $440K
184K $4.61M
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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