Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-120K
- 1.16%
$209.68 - $247.1 $25.1M - $29.6M
10.2M $2.26B
VV
Vanguard Large Cap ETF

ETFs
-53.5K
- 0.42%
$253.32 - $282.66 $13.5M - $15.1M
12.7M $3.26B
VTI
Vanguard Total Stock Market Et

ETFs
-80.3K
- 1.21%
$271.18 - $303.12 $21.8M - $24.3M
6.54M $1.8B
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.89M
- 21.13%
$47.4 - $50.24 $89.4M - $94.7M
7.04M $340M
DFAT
Dimensional ETF Tr U S Target

ETFs
-126K
- 0.9%
$50.44 - $58.1 $6.37M - $7.34M
13.9M $718M
VNQ
Vanguard Specialized Funds Van

ETFs
-680K
- 4.57%
$85.55 - $94.34 $58.2M - $64.1M
14.2M $1.29B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-198K
- 12.61%
$102.49 - $119.96 $20.2M - $23.7M
1.37M $143M
MUB
Ishares National Muni Bond ETF

ETFs
-104K
- 0.78%
$104.71 - $107.69 $10.8M - $11.2M
13.1M $1.38B
ADBE
Adobe Inc.

Technology
-27.6K
- 16.86%
$377.84 - $464.11 $10.4M - $12.8M
136K $52.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-118K
- 3.78%
$40.03 - $46.81 $4.74M - $5.54M
3.02M $123M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-44.4K
- 1.23%
$59.61 - $66.71 $2.65M - $2.96M
3.56M $215M
AVUS
American Centy ETF Tr Avantis

ETFs
-84K
- 6.77%
$90.7 - $101.57 $7.62M - $8.53M
1.16M $107M
APP
App Lovin Corp

Technology
-23.9K
- 23.73%
$238.08 - $510.13 $5.69M - $12.2M
76.8K $20.4M
SWKS
Skyworks Solutions, Inc.

Technology
-126K
- 74.67%
$64.12 - $93.96 $8.06M - $11.8M
42.6K $2.75M
SOXL
Direxion Daily Semiconductor B

ETFs
-389K
- 93.54%
$15.95 - $35.15 $6.21M - $13.7M
26.9K $428K
TGT
Target Corp

Consumer Defensive
-11.1K
- 3.88%
$103.65 - $142.5 $1.15M - $1.58M
274K $28.6M
VXF
Vanguard Extended Market ETF

ETFs
-3.51K
- 0.73%
$170.36 - $201.04 $598K - $706K
479K $82.6M
TTD
Trade Desk, Inc.

Technology
-1.24K
- 0.93%
$53.59 - $126.58 $66.5K - $157K
132K $7.25M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-895K
- 3.68%
$20.2 - $22.24 $18.1M - $19.9M
23.4M $503M
HLNE
Hamilton Lane Inc

Financial Services
-54.8K
- 83.44%
$137.87 - $170.18 $7.56M - $9.33M
10.9K $1.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-103K
- 6.25%
$114.57 - $118.14 $11.8M - $12.2M
1.54M $182M
ASML
Asml Holding Nv

Technology
-8.78K
- 19.39%
$662.63 - $776.99 $5.82M - $6.83M
36.5K $24.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
-23K
- 42.55%
$161.05 - $222.93 $3.7M - $5.13M
31K $5.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.12K
- 1.39%
$65.15 - $91.81 $268K - $378K
292K $19.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-24.4K
- 5.64%
$77.33 - $90.16 $1.88M - $2.2M
408K $32M
NVO
Novo Nordisk A S

Healthcare
-8.28K
- 2.68%
$69.3 - $90.95 $574K - $753K
300K $20.9M
UPS
United Parcel Service Inc

Industrials
-14.6K
- 5.92%
$109.66 - $136.26 $1.6M - $1.99M
233K $25.6M
SPYG
Spdr Portfolio

ETFs
-240
- 0.03%
$80.05 - $92.39 $19.2K - $22.2K
731K $58.7M
PK
Park Hotels & Resorts Inc.

Real Estate
-377K
- 94.28%
$10.68 - $14.19 $4.02M - $5.34M
22.9K $244K
VBR
Vanguard Small Cap Value ETF

ETFs
-7.91K
- 2.41%
$183.02 - $207.75 $1.45M - $1.64M
320K $59.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-7.5K
- 6.08%
$247.97 - $296.33 $1.86M - $2.22M
116K $29.1M
HDB
Hdfc Bank LTD

Financial Services
-84.1K
- 56.77%
$58.06 - $66.85 $4.88M - $5.62M
64K $4.25M
SU
Suncor Energy Inc

Energy
-153K
- 55.45%
$34.27 - $40.63 $5.24M - $6.21M
123K $4.76M
CEG
Constellation Energy Corp

Utilities
-13.6K
- 14.08%
$201.63 - $347.44 $2.74M - $4.72M
83K $16.7M
FDX
Fedex Corp

Industrials
-7.18K
- 8.51%
$230.33 - $281.53 $1.65M - $2.02M
77.2K $18.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-232
- 0.17%
$307.43 - $357.48 $71.3K - $82.9K
140K $43.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-30.5K
- 2.07%
$31.63 - $35.22 $965K - $1.07M
1.45M $46.2M
SABR
Sabre Corp

Consumer Cyclical
-1.15M
- 86.91%
$2.81 - $4.52 $3.25M - $5.22M
174K $488K
DEO
Diageo PLC

Consumer Defensive
-26.9K
- 44.38%
$104.79 - $126.12 $2.82M - $3.4M
33.7K $3.54M
COIN
Coinbase Global, Inc.

Technology
-554
- 1.03%
$172.23 - $301.3 $95.4K - $167K
53K $9.13M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-31.3K
- 2.01%
$48.02 - $53.02 $1.5M - $1.66M
1.53M $75.7M
GIS
General Mills Inc

Consumer Defensive
-49.5K
- 23.73%
$57.56 - $65.3 $2.85M - $3.23M
159K $9.5M
MKC
Mccormick & CO Inc

Consumer Defensive
-54.1K
- 42.46%
$71.24 - $84.73 $3.85M - $4.58M
73.3K $6.03M
HON
Honeywell International Inc

Industrials
-858
- 0.35%
$202.75 - $226.52 $174K - $194K
246K $52M
IWP
Ishares Russell Mid Cap Growth

ETFs
-246
- 0.06%
$114.9 - $139.6 $28.3K - $34.3K
383K $45M
HSY
Hershey CO

Consumer Defensive
-21.8K
- 22.11%
$144.74 - $186.36 $3.16M - $4.07M
76.9K $13.2M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-13.9K
- 43.27%
$75.72 - $160.92 $1.05M - $2.23M
18.2K $1.39M
CVE
Cenovus Energy Inc.

Energy
-210K
- 58.54%
$12.24 - $15.63 $2.57M - $3.28M
149K $2.07M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.89K
- 5.7%
$111.56 - $223.11 $211K - $422K
31.3K $3.5M
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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