Creative Planning New Holdings in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWTX
Edgewise Therapeutics, Inc.

Healthcare
13.1K
New
$22.0 - $30.03 $288K - $393K
13.1K $287K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
5.23K
New
$48.93 - $66.35 $256K - $347K
5.23K $284K
AIR
Aar Corp

Industrials
5K
New
$55.99 - $72.21 $280K - $361K
5K $279K
KRO
Kronos Worldwide Inc

Basic Materials
37.2K
New
$7.38 - $10.03 $275K - $373K
37.2K $278K
OMI
Owens & Minor Inc

Healthcare
30.7K
New
$6.22 - $15.07 $191K - $462K
30.7K $277K
TRIN
Trinity Capital Inc.

Financial Services
17.8K
New
$14.26 - $16.56 $254K - $295K
17.8K $270K
AMOT
Allied Motion Technologies Inc

Technology
9.63K
New
N/A
9.63K $268K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
11.4K
New
$23.03 - $23.17 $262K - $264K
11.4K $262K
MGTX
Meira G Tx Holdings PLC

Healthcare
38.2K
New
$5.71 - $8.25 $218K - $315K
38.2K $259K
TITN
Titan Machinery Inc.

Industrials
15.2K
New
$13.64 - $19.31 $207K - $293K
15.2K $258K
GNTY
Guaranty Bancshares Inc

Financial Services
6.35K
New
$32.67 - $42.34 $207K - $269K
6.35K $254K
MMYT
Make My Trip LTD

Consumer Cyclical
2.89K
New
N/A
2.89K $248K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.82K
New
$35.29 - $36.56 $241K - $249K
6.82K $244K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
7.45K
New
$30.44 - $38.49 $227K - $287K
7.45K $244K
DJD
Invesco Exchange Traded Fd Tr

ETFs
4.56K
New
$50.21 - $54.3 $229K - $248K
4.56K $241K
WES
Western Midstream Partners, LP

Energy
5.88K
New
$37.87 - $42.89 $223K - $252K
5.88K $240K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.26K
New
$73.27 - $96.21 $239K - $313K
3.26K $238K
BBSI
Barrett Business Services Inc

Industrials
5.69K
New
$39.0 - $44.37 $222K - $253K
5.69K $234K
GTN
Gray Television Inc

Communication Services
54.2K
New
$3.21 - $5.19 $174K - $281K
54.2K $234K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.63K
New
$27.29 - $38.29 $181K - $254K
6.63K $231K
ULH
Universal Logistics Holdings, Inc.

Industrials
8.78K
New
$25.66 - $46.59 $225K - $409K
8.78K $230K
IMAX
Imax Corp

Communication Services
8.74K
New
$22.39 - $27.37 $196K - $239K
8.74K $230K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
9.1K
New
$24.36 - $25.91 $222K - $236K
9.1K $225K
INFA
Informatica Inc.

Technology
12.9K
New
$17.39 - $26.5 $224K - $341K
12.9K $224K
BUR
Burford Capital LTD

Financial Services
16.9K
New
$12.5 - $15.6 $211K - $263K
16.9K $223K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1.95K
New
$111.29 - $123.42 $217K - $241K
1.95K $223K
WSFS
Wsfs Financial Corp

Financial Services
4.26K
New
$49.95 - $59.33 $213K - $253K
4.26K $221K
ODP
Odp Corp

Consumer Cyclical
15.3K
New
$14.31 - $24.81 $219K - $381K
15.3K $219K
HRTX
Heron Therapeutics, Inc.

Healthcare
98.5K
New
$1.47 - $2.55 $145K - $251K
98.5K $216K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.87K
New
$41.46 - $45.98 $202K - $224K
4.87K $215K
MTBC
Care Cloud, Inc.

Healthcare
70.1K
New
N/A
70.1K $213K
CGXU
Capital Group Intl Focus Equit

ETFs
8.72K
New
$24.48 - $26.59 $214K - $232K
8.72K $213K
GHM
Graham Corp

Industrials
7.29K
New
$28.82 - $49.72 $210K - $363K
7.29K $210K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.44K
New
$46.53 - $53.12 $207K - $236K
4.44K $209K
FIZZ
National Beverage Corp

Consumer Defensive
5.06K
New
$38.95 - $43.68 $197K - $221K
5.06K $209K
FLJP
Franklin Templeton ETF Tr

ETFs
7.06K
New
$27.82 - $30.67 $196K - $216K
7.06K $207K
JXI
Ishares Tr Global Utils ETF

ETFs
3K
New
$62.9 - $69.09 $189K - $207K
3K $207K
LARK
Landmark Bancorp Inc

Financial Services
7.51K
New
$22.92 - $27.55 $172K - $207K
7.51K $204K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.25K
New
N/A
3.25K $202K
LXU
Lsb Industries, Inc.

Basic Materials
30.7K
New
$6.59 - $9.31 $202K - $286K
30.7K $202K
HCKT
Hackett Group, Inc.

Technology
6.89K
New
$28.16 - $32.09 $194K - $221K
6.89K $201K
CACC
Credit Acceptance Corp

Financial Services
390
New
$440.44 - $525.64 $172K - $205K
390 $201K
WRE
Washington Real Estate Investment Trust
11.1K
New
N/A
11.1K $196K
GPRE
Green Plains Inc.

Basic Materials
40.2K
New
$4.85 - $10.26 $195K - $413K
40.2K $195K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
17.5K
New
$10.81 - $11.29 $190K - $198K
17.5K $191K
SSTK
Shutterstock, Inc.

Communication Services
10.2K
New
$17.79 - $34.5 $182K - $353K
10.2K $190K
JUPW
Jupiter Wellness, Inc.

Healthcare
65K
New
N/A
65K $189K
SCS
Steelcase Inc

Industrials
17.2K
New
$10.57 - $12.53 $182K - $216K
17.2K $188K
RKT
Rocket Companies, Inc.

Financial Services
15.5K
New
$10.28 - $15.77 $160K - $245K
15.5K $187K
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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