Creative Planning New Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADNT
Adient PLC

Consumer Cyclical
254K
New
$10.34 - $19.72 $2.63M - $5.02M
254K $4.95M
RNST
Renasant Corp

Financial Services
86.8K
New
$27.68 - $36.52 $2.4M - $3.17M
86.8K $3.12M
LPI
Laredo Petroleum, Inc.

Energy
62.6K
New
N/A
62.6K $3.04M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
138K
New
$18.21 - $18.97 $2.52M - $2.63M
138K $2.63M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
32.1K
New
$58.92 - $70.55 $1.89M - $2.27M
32.1K $2.03M
INBK
First Internet Bancorp

Financial Services
62.9K
New
$20.26 - $27.75 $1.27M - $1.74M
62.9K $1.69M
FRPH
Frp Holdings, Inc.

Real Estate
59.6K
New
$26.3 - $28.95 $1.57M - $1.73M
59.6K $1.6M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
69.1K
New
$21.06 - $24.14 $1.45M - $1.67M
69.1K $1.48M
VEL
Velocity Financial, Inc.

Financial Services
67.2K
New
$16.3 - $19.22 $1.1M - $1.29M
67.2K $1.25M
LIVN
Liva Nova PLC

Healthcare
25K
New
$33.85 - $47.6 $845K - $1.19M
25K $1.12M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
61.7K
New
$12.45 - $14.96 $769K - $924K
61.7K $887K
LMB
Limbach Holdings, Inc.

Industrials
6.12K
New
$69.3 - $142.14 $424K - $870K
6.12K $857K
TBK
Triumph Bancorp, Inc.

Financial Services
13.2K
New
N/A
13.2K $847K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
36.1K
New
$20.6 - $29.93 $745K - $1.08M
36.1K $820K
MCBS
Metro City Bankshares, Inc.

Financial Services
28.5K
New
$25.33 - $29.57 $722K - $843K
28.5K $814K
FARO
Faro Technologies Inc

Technology
15.7K
New
$23.15 - $43.99 $363K - $691K
15.7K $689K
PSIX
Power Solutions International, Inc.

Industrials
10.6K
New
$18.7 - $68.01 $199K - $722K
10.6K $687K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
24.2K
New
$21.28 - $27.19 $515K - $658K
24.2K $657K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
20.6K
New
$27.11 - $31.9 $558K - $656K
20.6K $646K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
5.19K
New
$100.45 - $111.8 $521K - $580K
5.19K $579K
FSMO
Fidelity Covington Tr

ETFs
21.9K
New
N/A
21.9K $575K
NCNO
N Cino, Inc.

Technology
20.3K
New
$21.45 - $28.12 $435K - $571K
20.3K $567K
WWW
Wolverine World Wide Inc

Consumer Cyclical
31.3K
New
$10.07 - $18.79 $315K - $588K
31.3K $565K
UHAL
Amerco

Industrials
9.09K
New
$58.65 - $67.88 $533K - $617K
9.09K $550K
THS
Tree House Foods, Inc.

Consumer Defensive
26.9K
New
$19.42 - $26.99 $523K - $726K
26.9K $522K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
56.1K
New
$8.39 - $9.19 $471K - $515K
56.1K $509K
CLFD
Clearfield, Inc.

Technology
11.6K
New
$25.24 - $43.41 $294K - $505K
11.6K $505K
FSBC
Five Star Bancorp

Financial Services
17.5K
New
$25.15 - $29.45 $440K - $515K
17.5K $499K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.86K
New
$48.46 - $50.2 $478K - $495K
9.86K $489K
OFC
Corporate Office Properties Trust

Real Estate
20K
New
N/A
20K $483K
FLYW
Flywire Corp

Technology
41.2K
New
$8.42 - $11.81 $347K - $487K
41.2K $482K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.97K
New
$54.28 - $67.95 $378K - $473K
6.97K $473K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
7.21K
New
$61.48 - $65.6 $443K - $473K
7.21K $460K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
12.5K
New
$31.06 - $39.3 $388K - $491K
12.5K $454K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.3K
New
$37.18 - $42.55 $383K - $438K
10.3K $438K
WRBY
Warby Parker Inc.

Healthcare
20K
New
$14.0 - $22.6 $280K - $452K
20K $438K
LEU
Centrus Energy Corp

Energy
2.37K
New
$54.43 - $208.81 $129K - $495K
2.37K $434K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
14K
New
$21.88 - $31.06 $307K - $435K
14K $430K
SLG
Sl Green Realty Corp

Real Estate
6.8K
New
$47.9 - $65.94 $326K - $448K
6.8K $420K
FXE
Invesco Currency Shares Euro Trust

ETFs
3.84K
New
$99.56 - $108.79 $382K - $418K
3.84K $417K
MRC
Mrc Global Inc.

Energy
29.6K
New
$9.46 - $14.89 $280K - $441K
29.6K $406K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.92K
New
$48.48 - $67.3 $287K - $398K
5.92K $397K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
17.1K
New
$10.88 - $23.17 $187K - $397K
17.1K $394K
RTO
Rentokil Initial PLC

Industrials
16.4K
New
$19.89 - $24.42 $326K - $400K
16.4K $393K
HOPE
Hope Bancorp Inc

Financial Services
35.7K
New
$9.11 - $10.84 $325K - $387K
35.7K $382K
PDS
Precision Drilling Corp

Energy
8.01K
New
$38.04 - $51.55 $305K - $413K
8.01K $378K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
21.8K
New
$16.36 - $23.0 $357K - $502K
21.8K $378K
ESRT
Empire State Realty Trust, Inc.

Real Estate
46.5K
New
$6.79 - $8.71 $316K - $405K
46.5K $376K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
19.7K
New
$17.53 - $18.91 $346K - $373K
19.7K $372K
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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