Creative Planning New Holdings in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
11.2K
New
$16.23 - $22.23 $182K - $250K
11.2K $186K
ACCD
Accolade, Inc.

Healthcare
26K
New
$3.35 - $7.01 $87.3K - $183K
26K $181K
KROS
Keros Therapeutics, Inc.

Healthcare
17.3K
New
$10.15 - $16.1 $175K - $278K
17.3K $176K
MTW
Manitowoc CO Inc

Industrials
20.6K
New
$8.4 - $12.16 $173K - $250K
20.6K $176K
EGAN
Egain Corp

Technology
36K
New
$4.7 - $7.15 $169K - $257K
36K $174K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
10.2K
New
$16.48 - $19.07 $168K - $194K
10.2K $168K
EZPW
Ezcorp Inc

Financial Services
10.2K
New
$11.82 - $15.0 $121K - $153K
10.2K $150K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
24.6K
New
$5.37 - $6.09 $132K - $150K
24.6K $149K
EVCM
Ever Commerce Inc.

Technology
14.8K
New
$8.95 - $11.02 $132K - $163K
14.8K $148K
TRDA
Entrada Therapeutics, Inc.

Healthcare
14.4K
New
$9.04 - $18.31 $131K - $264K
14.4K $130K
DYN
Dyne Therapeutics, Inc.

Healthcare
11.7K
New
$10.46 - $25.46 $123K - $299K
11.7K $122K
SWBI
Smith & Wesson Brands, Inc.

Industrials
12.4K
New
$9.32 - $11.16 $116K - $139K
12.4K $115K
OB
Outbrain Inc.

Communication Services
30.8K
New
$3.73 - $7.4 $115K - $228K
30.8K $115K
RGNX
Regenxbio Inc.

Healthcare
16.1K
New
$5.92 - $8.7 $95.5K - $140K
16.1K $115K
VSAT
Viasat Inc

Technology
10.9K
New
$7.51 - $11.81 $81.8K - $129K
10.9K $113K
HCSG
Healthcare Services Group Inc

Healthcare
11.2K
New
$10.08 - $11.92 $112K - $133K
11.2K $112K
TRVI
Trevi Therapeutics, Inc.

Healthcare
17.2K
New
$3.66 - $6.81 $63.1K - $117K
17.2K $108K
QUBT
Quantum Computing Inc.

Technology
13.5K
New
$4.46 - $18.76 $60K - $253K
13.5K $107K
FIGS
Figs, Inc.

Consumer Cyclical
23.4K
New
$4.33 - $6.18 $101K - $144K
23.4K $107K
PBI
Pitney Bowes Inc

Industrials
11.6K
New
$7.03 - $10.86 $81.8K - $126K
11.6K $105K
CGEM
Cullinan Oncology, Inc.

Healthcare
13K
New
$7.57 - $12.68 $98K - $164K
13K $98K
AIV
Apartment Investment & Management CO

Real Estate
10.5K
New
$8.54 - $9.12 $89.2K - $95.3K
10.5K $91K
WVE
Wave Life Sciences Ltd.

Healthcare
10.6K
New
$8.08 - $13.51 $85.8K - $144K
10.6K $85K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
32.7K
New
$1.88 - $2.69 $61.6K - $88.1K
32.7K $83K
STOK
Stoke Therapeutics, Inc.

Healthcare
12.6K
New
$6.65 - $12.74 $83.8K - $160K
12.6K $83K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
10.9K
New
$7.0 - $7.44 $76.4K - $81.3K
10.9K $78K
AMPY
Amplify Energy Corp.

Energy
20.8K
New
$3.72 - $6.53 $77.3K - $136K
20.8K $77K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
13K
New
$4.7 - $6.98 $61.2K - $90.9K
13K $74K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
25K
New
$2.52 - $4.08 $63.1K - $102K
25K $65K
SB
Safe Bulkers, Inc.

Industrials
17.4K
New
$3.31 - $3.9 $57.7K - $68K
17.4K $64K
QUAD
Quad/Graphics, Inc.

Industrials
11.6K
New
$5.45 - $7.93 $63.3K - $92.2K
11.6K $63K
COGT
Cogent Biosciences, Inc.

Healthcare
10.5K
New
$5.99 - $9.66 $62.9K - $101K
10.5K $62K
CADL
Candel Therapeutics, Inc.

Healthcare
10.7K
New
$5.65 - $12.21 $60.7K - $131K
10.7K $60K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
10.7K
New
$4.96 - $9.04 $52.9K - $96.4K
10.7K $58K
CLOV
Clover Health Investments, Corp.

Healthcare
16.1K
New
$3.13 - $4.82 $50.5K - $77.7K
16.1K $57K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
11.9K
New
$4.75 - $5.7 $56.5K - $67.8K
11.9K $56K
HLLY
Holley Inc.

Consumer Cyclical
21.2K
New
$2.4 - $3.18 $51K - $67.5K
21.2K $54K
BDN
Brandywine Realty Trust

Real Estate
11.5K
New
$4.44 - $5.66 $51K - $65.1K
11.5K $51K
TSI
Tcw Strategic Income Fund Inc

Financial Services
10.4K
New
$4.76 - $4.93 $49.7K - $51.5K
10.4K $50K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
12.9K
New
$2.21 - $4.48 $28.5K - $57.8K
12.9K $48K
ABEO
Abeona Therapeutics Inc.

Healthcare
10K
New
$4.76 - $6.02 $47.6K - $60.2K
10K $47K
CTKB
Cytek Biosciences, Inc.

Healthcare
10K
New
$4.0 - $7.26 $40.1K - $72.8K
10K $40K
GSM
Ferroglobe PLC

Basic Materials
10.5K
New
$3.29 - $4.13 $34.6K - $43.5K
10.5K $39K
ARBE
Arbe Robotics Ltd.

Technology
30.3K
New
$1.03 - $4.0 $31.2K - $121K
30.3K $31K
VUZI
Vuzix Corp

Technology
12.8K
New
$2.04 - $5.26 $26.1K - $67.3K
12.8K $26K
MVIS
Microvision, Inc.

Technology
22K
New
N/A
22K $23K
CTM
Castellum, Inc.
10K
New
$0.65 - $1.77 $6.5K - $17.7K
10K $10K
TPIC
Tpi Composites, Inc

Industrials
10K
New
$0.78 - $1.92 $7.83K - $19.3K
10K $8K
PGYWW
Pagaya Technologies LTD Wt Exp

Technology
50K
New
$0.07 - $0.21 $3.5K - $10.5K
50K $7K
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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