Creative Planning New Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XPRO
Expro Group Holdings N.V.

Energy
30.6K
New
$6.91 - $10.01 $211K - $306K
30.6K $262K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.41K
New
$70.32 - $76.56 $240K - $261K
3.41K $261K
ARKG
Ark Genomic Revolution ETF (De

ETFs
10.5K
New
$18.34 - $24.56 $192K - $257K
10.5K $255K
GOGO
Gogo Inc.

Communication Services
17.2K
New
$6.62 - $14.79 $114K - $255K
17.2K $253K
AAT
American Assets Trust, Inc.

Real Estate
12.8K
New
$17.29 - $20.65 $221K - $264K
12.8K $252K
CNXC
Concentrix Corp

Technology
4.75K
New
$45.73 - $57.88 $217K - $275K
4.75K $250K
CUBI
Customers Bancorp, Inc.

Financial Services
4.26K
New
$42.75 - $58.98 $182K - $251K
4.26K $250K
AOSL
Alpha & Omega Semiconductor LTD

Technology
9.66K
New
$16.25 - $25.8 $157K - $249K
9.66K $247K
GVI
Ishares Tr

ETFs
2.3K
New
$104.82 - $106.79 $241K - $246K
2.3K $245K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
2.83K
New
$41.46 - $86.08 $117K - $243K
2.83K $243K
CRBG
Corebridge Financial, Inc.

Financial Services
6.84K
New
$25.41 - $35.83 $174K - $245K
6.84K $242K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
7.67K
New
$30.29 - $33.43 $232K - $257K
7.67K $241K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
21.8K
New
$8.88 - $11.16 $194K - $243K
21.8K $239K
TIPT
Tiptree Inc.

Financial Services
10.1K
New
$20.69 - $24.18 $208K - $243K
10.1K $237K
OFLX
Omega Flex, Inc.

Industrials
7.33K
New
$29.0 - $35.12 $212K - $257K
7.33K $237K
TMV
Direxion Shs ETF Tr

ETFs
6.39K
New
$32.35 - $43.18 $207K - $276K
6.39K $236K
BXC
Blue Linx Holdings Inc.

Industrials
3.18K
New
$63.76 - $78.03 $203K - $248K
3.18K $236K
VTOL
Bristow Group Inc.

Energy
7.16K
New
$25.74 - $34.31 $184K - $246K
7.16K $236K
VICR
Vicor Corp

Technology
5.18K
New
$39.41 - $51.91 $204K - $269K
5.18K $235K
VIRT
Virtu Financial, Inc.

Financial Services
5.24K
New
$32.82 - $44.79 $172K - $235K
5.24K $234K
RCUS
Arcus Biosciences, Inc.

Healthcare
28.9K
New
$6.87 - $10.03 $198K - $289K
28.9K $234K
CXW
Core Civic, Inc.

Real Estate
11K
New
$19.06 - $23.06 $210K - $254K
11K $232K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.23K
New
$29.9 - $37.1 $186K - $231K
6.23K $231K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
18.3K
New
$9.22 - $12.79 $169K - $234K
18.3K $230K
LNN
Lindsay Corp

Industrials
1.58K
New
$116.32 - $144.25 $183K - $227K
1.58K $227K
FQAL
Fidelity Covington Tr Quality

ETFs
3.27K
New
$57.29 - $69.63 $187K - $228K
3.27K $227K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.93K
New
$60.99 - $77.53 $178K - $227K
2.93K $226K
HPK
High Peak Energy, Inc.

Energy
23K
New
$7.94 - $12.97 $182K - $298K
23K $225K
GRNT
Granite Ridge Resources, Inc.
35.3K
New
$4.69 - $6.66 $165K - $235K
35.3K $224K
WLFC
Willis Lease Finance Corp

Industrials
1.56K
New
$130.99 - $160.57 $204K - $250K
1.56K $222K
FC
Franklin Covey CO

Industrials
9.53K
New
$19.64 - $28.0 $187K - $267K
9.53K $217K
SHYF
Shyft Group, Inc.

Industrials
17.1K
New
$7.13 - $12.64 $122K - $217K
17.1K $214K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8.09K
New
$25.69 - $26.9 $208K - $218K
8.09K $214K
SAH
Sonic Automotive Inc

Consumer Cyclical
2.67K
New
$56.16 - $81.86 $150K - $218K
2.67K $213K
VLN
Valens Semiconductor Ltd.

Technology
80.9K
New
$1.76 - $2.77 $142K - $224K
80.9K $212K
ACMR
Acm Research, Inc.

Technology
8.17K
New
$18.33 - $26.51 $150K - $217K
8.17K $211K
EDV
Vanguard Extended Duration Tre

ETFs
3.15K
New
$62.83 - $72.45 $198K - $228K
3.15K $211K
INT
World Fuel Services Corp

Energy
9.49K
New
N/A
9.49K $208K
AMSC
American Superconductor Corp

Industrials
5.68K
New
$15.8 - $37.12 $89.8K - $211K
5.68K $208K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
7.53K
New
$23.44 - $27.69 $176K - $208K
7.53K $207K
RXST
Rx Sight, Inc.

Healthcare
15.9K
New
$13.0 - $26.12 $207K - $416K
15.9K $206K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
8.2K
New
$20.4 - $25.29 $167K - $207K
8.2K $205K
FDT
First Trust Developed Markets

ETFs
2.97K
New
$52.2 - $68.76 $155K - $204K
2.97K $204K
FYC
First Trust Small Cap Growth A

ETFs
2.53K
New
$61.01 - $79.58 $154K - $201K
2.53K $201K
ORN
Orion Group Holdings Inc

Industrials
22.3K
New
$5.03 - $9.2 $112K - $205K
22.3K $201K
CSWC
Capital Southwest Corp

Financial Services
9.11K
New
$17.99 - $22.44 $164K - $205K
9.11K $200K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
6.83K
New
$24.6 - $29.86 $168K - $204K
6.83K $200K
CVLG
Covenant Logistics Group, Inc.

Industrials
8.31K
New
$17.73 - $24.29 $147K - $202K
8.31K $200K
CSV
Carriage Services Inc

Consumer Cyclical
4.38K
New
$36.26 - $46.06 $159K - $202K
4.38K $200K
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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