Creative Planning New Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHCT
Community Healthcare Trust Inc

Real Estate
11.8K
New
$14.97 - $18.3 $176K - $215K
11.8K $195K
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.36K
New
N/A
3.36K $191K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
30.3K
New
$2.85 - $6.24 $86.3K - $189K
30.3K $189K
OPRA
Opera LTD

Communication Services
10K
New
$13.79 - $19.1 $138K - $191K
10K $189K
OPFI
Opp Fi Inc.

Technology
13.4K
New
$7.92 - $14.61 $106K - $196K
13.4K $187K
NRIX
Nurix Therapeutics, Inc.

Healthcare
16.4K
New
$8.81 - $12.79 $145K - $210K
16.4K $186K
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.3K
New
$13.86 - $18.24 $142K - $187K
10.3K $186K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
17.8K
New
N/A
17.8K $180K
IREN
Iris Energy LTD

Financial Services
12.3K
New
$5.3 - $14.57 $65.4K - $180K
12.3K $179K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
12.8K
New
$11.02 - $16.09 $141K - $206K
12.8K $179K
CELC
Celcuity Inc.

Healthcare
13.3K
New
$8.21 - $13.35 $109K - $177K
13.3K $177K
NRDS
Nerdwallet, Inc.

Financial Services
16.2K
New
$7.8 - $11.85 $126K - $192K
16.2K $177K
PEB
Pebblebrook Hotel Trust

Real Estate
17.6K
New
$7.71 - $10.59 $136K - $187K
17.6K $176K
EFC
Ellington Financial Inc.

Real Estate
13.5K
New
$11.53 - $13.28 $156K - $180K
13.5K $175K
MTRX
Matrix Service CO

Industrials
13K
New
$10.03 - $13.91 $130K - $181K
13K $175K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
14.9K
New
$7.79 - $11.67 $116K - $174K
14.9K $173K
AVO
Mission Produce, Inc.

Consumer Defensive
14.5K
New
$9.74 - $12.56 $141K - $182K
14.5K $169K
MAX
Media Alpha, Inc.

Communication Services
15.3K
New
$7.49 - $11.12 $115K - $170K
15.3K $167K
IMNM
Immunome Inc.

Healthcare
18K
New
$5.56 - $9.79 $99.8K - $176K
18K $166K
CLDT
Chatham Lodging Trust

Real Estate
23.5K
New
$6.11 - $7.33 $143K - $172K
23.5K $163K
MATV
Schweitzer Mauduit International Inc

Basic Materials
23.3K
New
$4.58 - $6.98 $107K - $162K
23.3K $158K
TBLA
Taboola.Com Ltd.

Communication Services
42.2K
New
$2.54 - $3.7 $107K - $156K
42.2K $154K
AMRC
Ameresco, Inc.

Industrials
10K
New
$8.66 - $16.53 $87K - $166K
10K $152K
AMBC
Ambac Financial Group Inc

Financial Services
20.4K
New
$6.53 - $8.35 $133K - $171K
20.4K $144K
ADEA
Adeia Inc.

Technology
10.2K
New
$11.23 - $14.24 $115K - $145K
10.2K $144K
WEAV
Weave Communications, Inc.

Technology
17.1K
New
$8.11 - $11.18 $139K - $192K
17.1K $142K
TBPH
Theravance Biopharma, Inc.

Healthcare
12.6K
New
$8.32 - $11.25 $105K - $142K
12.6K $139K
PRCH
Porch Group, Inc.

Technology
11.6K
New
$4.66 - $11.94 $53.8K - $138K
11.6K $136K
ETNB
89bio, Inc.

Healthcare
13.9K
New
$4.83 - $10.57 $67.2K - $147K
13.9K $136K
PPTA
Perpetua Resources Corp.

Basic Materials
11K
New
$8.98 - $17.13 $99.1K - $189K
11K $133K
IAS
Integral Ad Science Holding Corp.

Communication Services
14.7K
New
$6.38 - $8.33 $93.8K - $122K
14.7K $122K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
18.5K
New
$6.16 - $7.97 $114K - $148K
18.5K $120K
FULC
Fulcrum Therapeutics, Inc.

Healthcare
16.9K
New
$2.51 - $7.38 $42.5K - $125K
16.9K $116K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
11K
New
$8.65 - $10.52 $95.2K - $116K
11K $115K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
11.1K
New
$4.26 - $10.55 $47.3K - $117K
11.1K $112K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
11.3K
New
$9.72 - $10.39 $110K - $117K
11.3K $111K
PX
P10, Inc.

Financial Services
10.8K
New
$8.91 - $12.2 $96.1K - $132K
10.8K $110K
YEXT
Yext, Inc.

Technology
12.9K
New
$5.61 - $8.97 $72.2K - $115K
12.9K $109K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
25.5K
New
$2.6 - $4.33 $66.2K - $110K
25.5K $109K
FLNC
Fluence Energy, Inc.

Utilities
16.2K
New
$3.61 - $6.71 $58.6K - $109K
16.2K $108K
PCQ
Pimco California Municipal Income Fund

Financial Services
12.1K
New
$8.18 - $9.04 $98.7K - $109K
12.1K $103K
JAMF
Jamf Holding Corp.

Technology
10.6K
New
$9.09 - $12.65 $96.7K - $135K
10.6K $101K
DRH
Diamond Rock Hospitality CO

Real Estate
12.9K
New
$6.4 - $7.99 $82.6K - $103K
12.9K $98K
CYRX
Cryoport, Inc.

Industrials
12.9K
New
$4.95 - $7.46 $63.8K - $96.1K
12.9K $96K
ADCT
Adc Therapeutics Sa

Healthcare
36K
New
$1.1 - $3.67 $39.6K - $132K
36K $96K
ECC
Eagle Point Credit CO Inc.

Financial Services
12.6K
New
$6.94 - $8.31 $87.1K - $104K
12.6K $96K
SEMR
Se Mrush Holdings, Inc.

Technology
10.4K
New
$8.29 - $10.97 $86.2K - $114K
10.4K $94K
INN
Summit Hotel Properties, Inc.

Real Estate
18.4K
New
$3.74 - $5.47 $69K - $101K
18.4K $93K
GDRX
Good Rx Holdings, Inc.

Healthcare
18.7K
New
$3.74 - $5.07 $70K - $94.8K
18.7K $93K
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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