Creative Planning Reduced Holdings in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JETS
ETF Ser Solutions U S Global J

ETFs
-5.64K
- 31.21%
$17.37 - $23.44 $98K - $132K
12.4K $285K
CMPR
Cimpress PLC

Communication Services
-2.56K
- 14.07%
$39.23 - $47.35 $101K - $121K
15.7K $735K
DRD
Drdgold LTD

Basic Materials
-3.08K
- 13.66%
$12.96 - $17.16 $39.9K - $52.8K
19.5K $259K
UNM
Unum Group

Financial Services
-341
- 0.4%
$70.48 - $82.91 $24K - $28.3K
85.6K $6.91M
JHMM
John Hancock Multifactor Mid C

ETFs
-1.82K
- 30.49%
$50.32 - $61.13 $91.4K - $111K
4.14K $253K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-8.03K
- 38.31%
$6.01 - $8.06 $48.3K - $64.7K
12.9K $77K
SNAP
Snap Inc

Communication Services
-9.82K
- 16.16%
$7.23 - $9.21 $71K - $90.4K
50.9K $442K
TNET
Trinet Group, Inc.

Industrials
-164
- 1.36%
$72.67 - $86.45 $11.9K - $14.2K
11.9K $872K
GXO
Gxo Logistics, Inc.

Industrials
-5.07K
- 30.06%
$31.53 - $49.1 $160K - $249K
11.8K $573K
WSBC
Wesbanco Inc

Financial Services
-4.72K
- 4.81%
$26.79 - $32.33 $127K - $153K
93.5K $2.96M
MOFG
Mid West One Financial Group, Inc.

Financial Services
-2.03K
- 7.09%
$25.39 - $29.92 $51.6K - $60.8K
26.6K $766K
BBD
Bank Bradesco

Financial Services
-42.4K
- 74.88%
$2.02 - $3.09 $85.7K - $131K
14.2K $43K
LI
Li Auto Inc.

Consumer Cyclical
-4.7K
- 19.93%
$19.79 - $30.15 $93K - $142K
18.9K $512K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.33K
- 29.04%
$24.66 - $25.17 $82.1K - $83.8K
8.14K $204K
LUNG
Pulmonx Corp

Healthcare
-3.9K
- 22.64%
$2.57 - $6.87 $10K - $26.8K
13.3K $34K
WCN
Waste Connections, Inc.

Industrials
-48
- 0.56%
$183.26 - $199.95 $8.8K - $9.6K
8.48K $1.58M
IQ
I Qiyi, Inc.

Communication Services
-29.2K
- 48.66%
$1.53 - $2.23 $44.6K - $65K
30.8K $54K
BBAX
J P Morgan Betabuilders Develo

ETFs
-2.52K
- 25.94%
$42.69 - $54.65 $108K - $138K
7.21K $392K
PCTY
Paylocity Holding Corp

Technology
-351
- 12.83%
$172.54 - $201.04 $60.6K - $70.6K
2.39K $432K
BALL
Ball Corp

Consumer Cyclical
-3.73K
- 11.61%
$44.94 - $56.99 $167K - $212K
28.4K $1.59M
EMB
Ishares Tr

ETFs
-1.14K
- 8.8%
$86.54 - $92.62 $98.7K - $106K
11.8K $1.09M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-2.21K
- 15.96%
$77.8 - $96.26 $172K - $213K
11.6K $1.12M
UNF
Unifirst Corp

Industrials
-761
- 16.96%
$161.86 - $189.64 $123K - $144K
3.73K $701K
HLMN
Hillman Solutions Corp.

Industrials
-5.97K
- 27.42%
$6.66 - $8.99 $39.7K - $53.6K
15.8K $112K
APPN
Appian Corp

Technology
-2.95K
- 23.43%
$25.77 - $33.13 $76.1K - $97.8K
9.65K $288K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
-9.34K
- 19.38%
$7.79 - $9.98 $72.7K - $93.2K
38.8K $359K
BRP
Brp Group, Inc.

Financial Services
-1.88K
- 19.88%
N/A
7.58K $303K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.29K
- 30.66%
$32.0 - $39.87 $73.4K - $91.4K
5.19K $206K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-580
- 9.84%
$165.45 - $198.11 $96K - $115K
5.32K $1.03M
OLP
One Liberty Properties Inc

Real Estate
-1.96K
- 18.71%
$23.24 - $26.54 $45.5K - $52K
8.51K $202K
LYTS
Lsi Industries Inc

Technology
-4.29K
- 24.39%
$14.31 - $17.43 $61.4K - $74.8K
13.3K $226K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.4K
- 18.69%
$25.48 - $27.78 $61.1K - $66.6K
10.4K $277K
IBOC
International Bancshares Corp

Financial Services
-1.73K
- 13.62%
$56.4 - $66.7 $97.3K - $115K
10.9K $728K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-2.05K
- 24.9%
$34.72 - $36.92 $71.3K - $75.8K
6.2K $228K
SJNK
Spdr Bloomberg Short Term High

ETFs
-5.21K
- 2.65%
$24.12 - $25.48 $126K - $133K
191K $4.87M
CXM
Sprinklr, Inc.

Technology
-8.57K
- 26.77%
$6.88 - $9.06 $59K - $77.7K
23.5K $198K
TROX
Tronox Holdings PLC

Basic Materials
-592
- 1.78%
$4.51 - $6.87 $2.67K - $4.07K
32.7K $165K
FIW
First Trust Water ETF

ETFs
-1.04K
- 17.12%
$90.26 - $108.05 $93.6K - $112K
5.02K $541K
IYR
Ishares Tr

ETFs
-578
- 4.27%
$84.48 - $96.25 $48.8K - $55.6K
13K $1.23M
AA
Alcoa Corp

Basic Materials
-1.26K
- 4.32%
$22.57 - $30.84 $28.5K - $38.9K
27.9K $824K
ALLO
Allogene Therapeutics, Inc.

Healthcare
-30.3K
- 31.23%
$0.95 - $1.7 $28.8K - $51.5K
66.7K $75K
MIDD
Middleby Corp

Industrials
-39
- 0.52%
$124.01 - $154.76 $4.84K - $6.04K
7.53K $1.08M
WEST
Westrock Coffee Holdings, LLC
-6.47K
- 34.57%
$5.51 - $7.84 $35.6K - $50.7K
12.2K $70K
BUR
Burford Capital LTD

Financial Services
-5.75K
- 34.06%
$10.91 - $14.43 $62.8K - $83K
11.1K $158K
WU
Western Union CO

Financial Services
-196
- 0.67%
$8.37 - $10.63 $1.64K - $2.08K
29.3K $246K
AR
Antero Resources Corp

Energy
-1.47K
- 4.57%
$31.92 - $43.78 $46.8K - $64.2K
30.6K $1.23M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-285
- 2.51%
$139.81 - $165.8 $39.8K - $47.3K
11.1K $1.72M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-367
- 21.06%
$140.05 - $156.07 $51.4K - $57.3K
1.38K $210K
LNC
Lincoln National Corp

Financial Services
-1.05K
- 5.4%
$28.95 - $37.27 $30.5K - $39.2K
18.4K $637K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email