Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LBRT
Liberty Energy Inc.

Energy
-5.21K
- 24.44%
$10.0 - $16.08 $52.1K - $83.7K
16.1K $184K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.72K
- 18.65%
$39.34 - $40.41 $146K - $150K
16.2K $650K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-4.41K
- 20.89%
$50.27 - $62.05 $222K - $273K
16.7K $1.03M
FINV
Fin Volution Group

Financial Services
-15K
- 22.8%
$7.03 - $10.11 $105K - $152K
50.8K $481K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-45.9K
- 11.24%
$45.98 - $56.15 $2.11M - $2.58M
362K $20.4M
HLNE
Hamilton Lane Inc

Financial Services
-548
- 5.04%
$126.65 - $175.49 $69.4K - $96.2K
10.3K $1.47M
ALRM
Alarm.Com Holdings, Inc.

Technology
-2.96K
- 14.45%
$49.34 - $60.68 $146K - $180K
17.5K $992K
CDAY
Ceridian Hcm Holding Inc.

Technology
-2.3K
- 15.39%
N/A
12.6K $814K
PCEF
Invesco Cef Income Composite E

ETFs
-10.1K
- 14.32%
$16.85 - $19.54 $170K - $197K
60.2K $1.18M
GLOB
Globant S.A.

Technology
-519
- 14.14%
$87.63 - $140.36 $45.5K - $72.8K
3.15K $286K
MAT
Mattel Inc

Consumer Cyclical
-7.66K
- 35.73%
$14.55 - $20.12 $111K - $154K
13.8K $271K
AGCO
Agco Corp

Industrials
-2.26K
- 26.62%
$75.77 - $108.43 $171K - $245K
6.23K $643K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-5.71K
- 5.52%
$13.96 - $16.51 $79.7K - $94.2K
97.7K $1.59M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.95K
- 25.15%
$66.5 - $71.25 $130K - $139K
5.8K $403K
FSK
Fs Kkr Capital Corp

Financial Services
-5.89K
- 5.83%
$17.95 - $21.5 $106K - $127K
95.2K $1.97M
CADE
Cadence Bank

Financial Services
-5.94K
- 20.46%
$26.42 - $32.41 $157K - $192K
23.1K $738K
GSL
Global Ship Lease, Inc.

Industrials
-7.89K
- 41.66%
$18.25 - $26.77 $144K - $211K
11K $290K
HL
Hecla Mining CO

Basic Materials
-32.4K
- 25.86%
$4.54 - $6.45 $147K - $209K
93K $556K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.97K
- 21.46%
$89.4 - $99.04 $176K - $195K
7.2K $695K
IRDM
Iridium Communications Inc.

Communication Services
-8.03K
- 22.71%
$21.57 - $30.17 $173K - $242K
27.3K $824K
GMRE
Global Medical Reit Inc.

Real Estate
-10.9K
- 30.98%
$6.16 - $8.72 $67.4K - $95.4K
24.4K $168K
SNN
Smith & Nephew PLC

Healthcare
-9.89K
- 13.71%
$24.97 - $30.63 $247K - $303K
62.2K $1.91M
FXI
Ishares Tr

ETFs
-4.16K
- 25.85%
$29.59 - $37.41 $123K - $156K
11.9K $438K
AMPL
Amplitude, Inc.

Technology
-23.2K
- 34.58%
$7.71 - $12.97 $179K - $300K
43.8K $543K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.03K
- 3.7%
$46.41 - $47.7 $141K - $145K
79K $3.76M
TILE
Interface Inc

Consumer Cyclical
-8.64K
- 22.4%
$17.79 - $21.16 $154K - $183K
29.9K $626K
HRTX
Heron Therapeutics, Inc.

Healthcare
-59.1K
- 59.99%
$1.72 - $2.42 $102K - $143K
39.4K $81K
BILI
Bilibili Inc.

Communication Services
-9.23K
- 34.47%
$14.88 - $21.45 $137K - $198K
17.5K $376K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-2.77K
- 10.94%
$16.75 - $23.0 $46.4K - $63.7K
22.5K $421K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-299
- 0.56%
$10.03 - $12.65 $3K - $3.78K
53.4K $559K
TMCI
Treace Medical Concepts, Inc.

Healthcare
-6.13K
- 15.75%
$5.44 - $8.32 $33.4K - $51K
32.8K $192K
PRI
Primerica, Inc.

Financial Services
-248
- 4.13%
$244.39 - $290.62 $60.6K - $72.1K
5.76K $1.58M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-6.43K
- 3.47%
$24.94 - $25.42 $160K - $163K
179K $4.54M
SVRA
Savara Inc

Healthcare
-37.9K
- 40.35%
$1.99 - $3.4 $75.4K - $129K
56K $127K
LCII
Lci Industries

Consumer Cyclical
-1.71K
- 28.02%
$75.07 - $92.4 $128K - $158K
4.38K $399K
UDR
Udr, Inc.

Real Estate
-965
- 4.54%
$38.09 - $45.36 $36.8K - $43.8K
20.3K $828K
SUZ
Suzano S.A.

Basic Materials
-14.6K
- 31.75%
$8.48 - $9.86 $123K - $144K
31.3K $294K
MOMO
Hello Group Inc.

Communication Services
-24.9K
- 66.7%
$5.27 - $8.75 $131K - $218K
12.4K $104K
TTE
Total Energies Se

Energy
-1.87K
- 1.0%
N/A
186K $12.7M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-1.61K
- 30.3%
$71.94 - $86.02 $116K - $139K
3.71K $317K
CRM
Salesforce, Inc.

Technology
-4.82K
- 1.76%
$236.26 - $291.15 $1.14M - $1.4M
269K $73.3M
SXI
Standex International Corp

Industrials
-714
- 21.71%
$130.91 - $162.93 $93.5K - $116K
2.58K $402K
AMN
Amn Healthcare Services Inc

Healthcare
-3.15K
- 19.26%
$17.79 - $23.8 $56.1K - $75K
13.2K $273K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.98K
- 4.35%
$19.49 - $19.66 $136K - $137K
153K $3.01M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-2.44K
- 35.84%
$55.24 - $68.55 $135K - $167K
4.37K $294K
FIVN
Five9, Inc.

Technology
-4.43K
- 36.67%
$21.54 - $29.56 $95.5K - $131K
7.65K $202K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-9.11K
- 9.61%
$10.29 - $11.24 $93.7K - $102K
85.6K $935K
ARDX
Ardelyx, Inc.

Healthcare
-23K
- 65.09%
$3.28 - $5.51 $75.5K - $127K
12.3K $48K
GTLB
Gitlab Inc.

Technology
-2.38K
- 24.82%
$40.52 - $53.43 $96.4K - $127K
7.21K $325K
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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