Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KOMP
Spdr S&P Kensho New Economies

ETFs
-2.06K
- 19.68%
$46.49 - $54.36 $95.9K - $112K
8.42K $391K
AUB
Atlantic Union Bankshares Corp

Financial Services
-1.72K
- 13.11%
$30.68 - $39.07 $52.6K - $67K
11.4K $354K
HCC
Warrior Met Coal, Inc.

Basic Materials
-74
- 0.35%
$46.21 - $57.16 $3.42K - $4.23K
21.1K $1.01M
DDS
Dillard'S, Inc.

Consumer Cyclical
-100
- 7.07%
$353.25 - $508.77 $35.3K - $50.9K
1.32K $470K
AVAV
Aero Vironment Inc

Industrials
-229
- 7.08%
$119.19 - $186.12 $27.3K - $42.6K
3.01K $358K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-7.06K
- 23.1%
$25.1 - $27.85 $177K - $197K
23.5K $633K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-9.1K
- 10.96%
$30.38 - $34.94 $276K - $318K
73.9K $2.53M
TDC
Teradata Corp

Technology
-1.06K
- 8.14%
$21.95 - $32.78 $23.3K - $34.7K
12K $268K
PGC
Peapack Gladstone Financial Corp

Financial Services
-1.23K
- 4.46%
$28.38 - $35.17 $34.9K - $43.3K
26.4K $749K
ROM
Proshares Ultra Technology

ETFs
-223
- 2.92%
$53.2 - $74.94 $11.9K - $16.7K
7.42K $396K
GNR
Spdr S&P Global Natural Resour

ETFs
-3.84K
- 19.13%
$50.12 - $54.48 $192K - $209K
16.2K $864K
MORN
Morningstar, Inc.

Financial Services
-120
- 4.46%
$282.49 - $334.73 $33.9K - $40.2K
2.57K $770K
IRDM
Iridium Communications Inc.

Communication Services
-2.54K
- 6.69%
$26.87 - $32.66 $68.1K - $82.8K
35.3K $965K
RUM
Rumble Inc.

Technology
-1.19K
- 5.66%
$7.07 - $13.77 $8.38K - $16.3K
19.7K $139K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-11.1K
- 22.84%
$12.03 - $12.69 $134K - $141K
37.6K $459K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.43K
- 17.75%
$38.41 - $44.06 $93.3K - $107K
11.3K $440K
HXL
Hexcel Corp

Industrials
-1.57K
- 28.7%
$54.76 - $70.69 $86K - $111K
3.9K $213K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-583
- 2.71%
$54.9 - $62.36 $32K - $36.4K
20.9K $1.16M
PGRE
Paramount Group, Inc.

Real Estate
-22.4K
- 44.83%
$3.99 - $5.04 $89.2K - $113K
27.5K $118K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-18.1K
- 31.47%
N/A
39.4K $280K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.57K
- 28.39%
$49.42 - $50.43 $127K - $130K
6.48K $323K
SXI
Standex International Corp

Industrials
-225
- 6.4%
$160.36 - $196.08 $36.1K - $44.1K
3.29K $530K
MITK
Mitek Systems Inc

Technology
-7.2K
- 30.96%
$8.25 - $11.02 $59.4K - $79.4K
16.1K $132K
VNLA
Janus Henderson Short Duration

ETFs
-3.21K
- 2.47%
$48.89 - $49.21 $157K - $158K
127K $6.22M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.91K
- 7.17%
$88.13 - $96.94 $256K - $282K
37.7K $3.62M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-5.39K
- 29.47%
$23.16 - $23.32 $125K - $126K
12.9K $299K
NTRS
Northern Trust Corp

Financial Services
-220
- 0.83%
$96.09 - $113.81 $21.1K - $25K
26.4K $2.61M
HBM
Hudbay Minerals Inc.

Basic Materials
-13.8K
- 36.73%
$6.6 - $9.58 $91.1K - $132K
23.8K $180K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.69K
- 1.53%
$33.28 - $36.41 $56.2K - $61.5K
108K $3.7M
ABCL
Ab Cellera Biologics Inc.

Healthcare
-33.1K
- 46.31%
$2.2 - $3.53 $72.8K - $117K
38.3K $85K
QDEL
Quidel Ortho Corp

Healthcare
-1.08K
- 12.24%
$34.78 - $47.61 $37.6K - $51.4K
7.75K $270K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.29K
- 4.86%
$45.21 - $50.33 $58.3K - $64.9K
25.2K $1.15M
ZTS
Zoetis Inc.

Healthcare
-1.69K
- 1.87%
$156.48 - $175.67 $265K - $298K
88.9K $14.6M
SXC
Sun Coke Energy, Inc.

Basic Materials
-4.88K
- 9.52%
$8.95 - $10.57 $43.6K - $51.5K
46.4K $426K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.86K
- 9.48%
$50.93 - $57.24 $94.9K - $107K
17.8K $943K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.07K
- 1.73%
$81.83 - $82.73 $251K - $254K
174K $14.4M
BEAM
Beam Therapeutics Inc.

Healthcare
-2.41K
- 17.49%
$19.53 - $34.09 $47.1K - $82.3K
11.4K $222K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-4.5K
- 11.78%
$5.62 - $10.15 $25.3K - $45.7K
33.7K $212K
BJRI
B Js Restaurants Inc

Consumer Cyclical
-3.17K
- 24.53%
$31.53 - $38.63 $99.8K - $122K
9.74K $333K
IYT
Ishares Tr U.S. Transportation

ETFs
-425
- 1.63%
$63.37 - $73.39 $26.9K - $31.2K
25.6K $1.64M
BV
Bright View Holdings, Inc.

Industrials
-3.12K
- 12.41%
$12.27 - $16.15 $38.2K - $50.3K
22K $282K
IESC
Ies Holdings, Inc.

Industrials
-278
- 13.65%
$162.26 - $316.26 $45.1K - $87.9K
1.76K $290K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-46K
- 47.53%
$1.14 - $2.1 $52.5K - $96.6K
50.8K $59K
GOOD
Gladstone Commercial Corp

Real Estate
-5.9K
- 25.14%
$14.73 - $16.42 $87K - $96.9K
17.6K $263K
AURA
Aura Biosciences, Inc.

Healthcare
-11.3K
- 52.57%
$5.86 - $8.45 $66K - $95.1K
10.2K $59K
COLM
Columbia Sportswear CO

Consumer Cyclical
-526
- 5.69%
$75.3 - $92.08 $39.6K - $48.4K
8.72K $660K
BRFS
Brf S.A.

Consumer Defensive
-19.6K
- 25.66%
$3.07 - $4.07 $60.1K - $79.7K
56.8K $195K
SG
Sweetgreen, Inc.

Consumer Cyclical
-1.08K
- 8.67%
$21.47 - $34.94 $23.2K - $37.8K
11.4K $285K
GTY
Getty Realty Corp

Real Estate
-4.22K
- 25.63%
$29.11 - $31.4 $123K - $132K
12.2K $381K
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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