Creative Planning New Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASPN
Aspen Aerogels Inc

Industrials
15.3K
New
$4.31 - $6.63 $66K - $102K
15.3K $90K
AXTI
Axt Inc

Technology
41.1K
New
$1.16 - $2.35 $47.7K - $96.6K
41.1K $85K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
11.1K
New
$6.47 - $8.05 $71.6K - $89K
11.1K $85K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
19.5K
New
$3.06 - $5.62 $59.7K - $110K
19.5K $83K
TMC
Tmc The Metals CO Inc.

Basic Materials
11.5K
New
$1.62 - $7.49 $18.6K - $86K
11.5K $75K
GETY
Vector Holding, LLC

Communication Services
45K
New
$1.35 - $2.01 $60.8K - $90.5K
45K $74K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
11.7K
New
$4.46 - $5.94 $52.3K - $69.7K
11.7K $69K
GBTG
Global Business Travel Group, Inc.

Technology
10.6K
New
$5.83 - $7.45 $61.8K - $79K
10.6K $66K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
16.9K
New
N/A
16.9K $64K
AMPX
Amprius Technologies, Inc.

Industrials
14.3K
New
$2.07 - $4.27 $29.5K - $60.9K
14.3K $60K
NVNO
En V Veno Medical Corp

Healthcare
13.5K
New
$2.12 - $4.49 $28.6K - $60.6K
13.5K $53K
KMPH
Kempharm, Inc

Healthcare
10.5K
New
N/A
10.5K $51K
URG
Ur Energy Inc

Energy
44.6K
New
$0.56 - $1.13 $25K - $50.4K
44.6K $46K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
12.5K
New
$2.75 - $4.79 $34.5K - $60.1K
12.5K $46K
NSPR
Inspire Md, Inc.

Healthcare
19.6K
New
$2.19 - $2.7 $42.8K - $52.8K
19.6K $44K
LPL
Lg Display Co., Ltd.

Technology
11.3K
New
$2.56 - $3.57 $28.9K - $40.3K
11.3K $38K
VXRT
Vaxart, Inc.

Healthcare
73.2K
New
$0.31 - $0.7 $22.7K - $51.3K
73.2K $32K
IVA
Inventiva S.A.

Healthcare
10K
New
$2.94 - $3.89 $29.4K - $38.9K
10K $31K
AMTX
Aemetis, Inc

Energy
12.2K
New
$1.26 - $2.48 $15.4K - $30.2K
12.2K $30K
CMPX
Compass Therapeutics, Inc.

Healthcare
11.5K
New
$1.46 - $2.69 $16.8K - $30.9K
11.5K $29K
LIFE
A Tyr Pharma Inc

Healthcare
14.5K
New
N/A
14.5K $26K
SLDP
Solid Power, Inc.

Industrials
11.9K
New
$0.93 - $2.28 $11.1K - $27.2K
11.9K $26K
ADV
Advantage Solutions Inc.

Communication Services
19.5K
New
$1.09 - $1.65 $21.2K - $32.1K
19.5K $25K
CRBU
Caribou Biosciences, Inc.

Healthcare
20.2K
New
$0.73 - $1.42 $14.7K - $28.6K
20.2K $25K
PRME
Prime Medicine, Inc.
10.1K
New
$1.15 - $2.65 $11.7K - $26.9K
10.1K $25K
ONL
Orion Office Reit Inc.

Real Estate
11.5K
New
$1.52 - $2.43 $17.4K - $27.8K
11.5K $24K
EAF
Graftech International LTD

Industrials
14.4K
New
$0.56 - $1.3 $8.08K - $18.8K
14.4K $14K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
32.1K
New
$0.34 - $1.12 $10.9K - $36K
32.1K $12K
NOTE
Fiscal Note Holdings, Inc.

Technology
11.3K
New
$0.48 - $0.79 $5.41K - $8.91K
11.3K $6K
FURY
Fury Gold Mines LTD

Basic Materials
10.4K
New
$0.36 - $0.55 $3.75K - $5.72K
10.4K $5K
ARBK
Argo Blockchain PLC

Financial Services
10.2K
New
$0.19 - $0.46 $1.93K - $4.68K
10.2K $1K
Sp Funds Trust
15.2K
New
N/A
15.2K $0
Victory Portfolios Ii
8.42K
New
N/A
8.42K $0
Aim ETF Products Trust
8.03K
New
N/A
8.03K $0
Ishares Tr
21.8K
New
N/A
21.8K $0
Aim ETF Products Trust
32.4K
New
N/A
32.4K $0
Capital Group Core Balanced
6.53K
New
N/A
6.53K $0
Ishares Tr
15.7K
New
N/A
15.7K $0
Fidelity Ethereum Fd
11.8K
New
N/A
11.8K $0
Helix Acquisition Corp Ii
200K
New
N/A
200K $0
Nano Nuclear Energy Inc
9.15K
New
N/A
9.15K $0
Tidal Tr Ii
10.7K
New
N/A
10.7K $0
Ul Solutions Inc
2.86K
New
N/A
2.86K $0
Airjoule Technologies Corp
95.2K
New
N/A
95.2K $0
Global X Fds
4.2K
New
N/A
4.2K $0
Ardent Health Inc
15.8K
New
N/A
15.8K $0
Ishares Tr
10.5K
New
N/A
10.5K $0
Vestis Corporation
11.4K
New
N/A
11.4K $0
Microstrategy Inc
2.6K
New
N/A
2.6K $0
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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