Creative Planning New Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RAVI
Flexshares Tr Ready Access Var

ETFs
4.91K
New
$75.04 - $75.51 $368K - $370K
4.91K $370K
UAMY
United States Antimony Corp

Basic Materials
169K
New
$1.95 - $3.79 $329K - $639K
169K $367K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8.29K
New
$34.38 - $44.36 $285K - $368K
8.29K $367K
CCRN
Cross Country Healthcare Inc

Healthcare
28.1K
New
$12.79 - $14.9 $359K - $419K
28.1K $366K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
15.1K
New
$16.01 - $24.16 $241K - $364K
15.1K $364K
KOP
Koppers Holdings Inc.

Basic Materials
11.3K
New
$23.5 - $33.32 $267K - $378K
11.3K $364K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
8.05K
New
$36.23 - $44.97 $292K - $362K
8.05K $361K
KALU
Kaiser Aluminum Corp

Basic Materials
4.5K
New
$50.21 - $80.95 $226K - $364K
4.5K $359K
PSI
Invesco Exchange Traded Fd Tr

ETFs
5.86K
New
$39.29 - $60.31 $230K - $353K
5.86K $351K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.88K
New
$78.98 - $90.1 $306K - $350K
3.88K $349K
BFS
Saul Centers, Inc.

Real Estate
10K
New
$32.21 - $36.42 $322K - $364K
10K $341K
AHH
Armada Hoffler Properties, Inc.

Real Estate
49.3K
New
$6.37 - $7.42 $314K - $366K
49.3K $338K
RDVT
Red Violet, Inc.

Technology
6.87K
New
$34.9 - $50.36 $240K - $346K
6.87K $337K
BCAL
Southern Calif Bancorp Com

Financial Services
21.3K
New
$12.16 - $15.76 $259K - $335K
21.3K $335K
ZEUS
Olympic Steel Inc

Basic Materials
10.2K
New
$28.11 - $34.92 $287K - $356K
10.2K $332K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
35.2K
New
$8.28 - $9.42 $292K - $332K
35.2K $331K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.54K
New
$30.25 - $38.85 $258K - $332K
8.54K $330K
CARE
Carter Bankshares, Inc.

Financial Services
19K
New
$13.86 - $17.55 $264K - $334K
19K $329K
UVE
Universal Insurance Holdings, Inc.

Financial Services
11.8K
New
$21.25 - $28.47 $250K - $335K
11.8K $325K
FL
Foot Locker, Inc.

Consumer Cyclical
13.3K
New
$11.12 - $24.5 $148K - $325K
13.3K $325K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
12.5K
New
$23.54 - $27.53 $294K - $344K
12.5K $323K
SIMO
Silicon Motion Technology Corp

Technology
4.31K
New
$38.95 - $75.77 $168K - $326K
4.31K $323K
SRDX
Surmodics Inc

Healthcare
10.7K
New
$26.76 - $31.1 $287K - $333K
10.7K $318K
FSEC
Fidel Merrimack Str Tr

ETFs
7.2K
New
$42.41 - $44.36 $305K - $319K
7.2K $313K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
10.3K
New
$16.06 - $32.77 $166K - $339K
10.3K $311K
CTLP
Cantaloupe, Inc.

Technology
28.2K
New
$7.24 - $11.01 $204K - $311K
28.2K $310K
CNMD
Conmed Corp

Healthcare
5.94K
New
$47.66 - $60.73 $283K - $361K
5.94K $309K
FXD
First Tr Exchange Traded Fd

ETFs
4.72K
New
$50.42 - $63.44 $238K - $299K
4.72K $299K
HONE
Harbor One Bancorp, Inc.

Financial Services
25.5K
New
$9.06 - $11.79 $231K - $301K
25.5K $297K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.6K
New
$22.57 - $23.23 $284K - $292K
12.6K $292K
GDOT
Green Dot Corp

Financial Services
26.7K
New
$6.7 - $10.94 $179K - $292K
26.7K $287K
CDXC
Chroma Dex Corp.

Healthcare
46.4K
New
$5.42 - $7.08 $252K - $329K
46.4K $285K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.28K
New
$72.42 - $87.18 $237K - $286K
3.28K $283K
SRCE
1 St Source Corp

Financial Services
4.58K
New
$53.28 - $62.88 $244K - $288K
4.58K $283K
MXL
Maxlinear Inc

Technology
19.6K
New
$9.15 - $14.32 $179K - $280K
19.6K $278K
RNG
Ring Central, Inc.

Technology
9.68K
New
$21.51 - $28.36 $208K - $274K
9.68K $274K
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.94K
New
$32.75 - $39.55 $227K - $275K
6.94K $274K
KMPR
Kemper Corp

Financial Services
4.24K
New
$55.12 - $67.26 $234K - $285K
4.24K $273K
IMXI
International Money Express, Inc.

Technology
27K
New
$9.83 - $13.02 $265K - $352K
27K $272K
LFMD
Life Md, Inc.

Healthcare
20K
New
$4.82 - $15.06 $96.3K - $301K
20K $272K
THRY
Thryv Holdings, Inc.

Communication Services
22.3K
New
$10.25 - $14.92 $228K - $332K
22.3K $270K
AZTA
Azenta, Inc.

Healthcare
8.78K
New
$25.03 - $35.41 $220K - $311K
8.78K $270K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.2K
New
$27.29 - $29.28 $251K - $269K
9.2K $269K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.11K
New
$56.84 - $65.5 $234K - $269K
4.11K $269K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.25K
New
$39.69 - $51.24 $209K - $269K
5.25K $269K
PUBM
Pub Matic, Inc.

Technology
21.6K
New
$7.77 - $12.44 $168K - $269K
21.6K $268K
ARTNA
Artesian Resources Corp

Utilities
7.95K
New
$31.86 - $35.52 $253K - $282K
7.95K $266K
SENEA
Seneca Foods Corp

Consumer Defensive
2.62K
New
$82.54 - $101.43 $216K - $266K
2.62K $265K
ARLO
Arlo Technologies, Inc.

Industrials
15.5K
New
$8.41 - $17.36 $130K - $269K
15.5K $263K
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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