Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-91
- 0.46%
$68.37 - $87.97 $6.22K - $8.01K
19.5K $1.34M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-2K
- 5.44%
$74.87 - $79.99 $150K - $160K
34.8K $2.68M
STKL
Sun Opta Inc.

Consumer Defensive
-3.09K
- 8.82%
$4.86 - $7.86 $15K - $24.3K
32K $155K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.03K
- 3.28%
$30.71 - $30.87 $124K - $124K
119K $3.66M
ABR
Arbor Realty Trust Inc

Real Estate
-3.6K
- 10.63%
$11.68 - $13.98 $42K - $50.3K
30.3K $355K
MTN
Vail Resorts Inc

Consumer Cyclical
-225
- 8.18%
$153.58 - $184.72 $34.6K - $41.6K
2.52K $403K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-2.11K
- 15.53%
$18.24 - $27.56 $38.5K - $58.2K
11.5K $212K
RNR
Renaissancere Holdings LTD

Financial Services
-362
- 13.75%
$226.55 - $263.22 $82K - $95.3K
2.27K $545K
HIW
Highwoods Properties, Inc.

Real Estate
-2.2K
- 4.62%
$27.69 - $30.78 $60.8K - $67.6K
45.4K $1.35M
HE
Hawaiian Electric Industries Inc

Utilities
-14.9K
- 32.61%
$8.18 - $11.46 $122K - $171K
30.9K $337K
ALT
Altimmune, Inc.

Healthcare
-5.39K
- 14.57%
$5.0 - $7.45 $27K - $40.2K
31.6K $158K
DINO
Hf Sinclair Corp

Energy
-1.2K
- 3.87%
$30.66 - $38.48 $36.9K - $46.3K
29.9K $983K
ECPG
Encore Capital Group Inc

Financial Services
-439
- 6.4%
$32.02 - $51.25 $14.1K - $22.5K
6.42K $220K
DHS
Wisdomtree Tr U.S

ETFs
-2.39K
- 10.62%
$91.55 - $99.74 $219K - $239K
20.1K $2M
RGEN
Repligen Corp

Healthcare
-113
- 2.09%
$127.24 - $174.24 $14.4K - $19.7K
5.3K $674K
SIGI
Selective Insurance Group Inc

Financial Services
-185
- 0.42%
$78.49 - $95.48 $14.5K - $17.7K
44.3K $4.06M
AVA
Avista Corp

Utilities
-4.4K
- 28.5%
$35.2 - $41.87 $155K - $184K
11K $461K
NVAX
Novavax Inc

Healthcare
-6.07K
- 15.27%
$6.41 - $10.82 $38.9K - $65.6K
33.7K $215K
MGEE
Mge Energy Inc

Utilities
-1.02K
- 11.34%
$85.7 - $94.18 $87.1K - $95.7K
7.94K $738K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-7.89K
- 3.07%
$25.98 - $28.59 $205K - $226K
249K $6.84M
PID
Invesco Exchange Traded Fd Tr

ETFs
-5.75K
- 5.08%
N/A
107K $1.92M
MC
Moelis & CO

Financial Services
-146
- 2.45%
$57.91 - $81.2 $8.45K - $11.9K
5.81K $339K
LBRT
Liberty Energy Inc.

Energy
-765
- 3.47%
$14.13 - $23.12 $10.8K - $17.7K
21.3K $337K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-12.6K
- 3.02%
$22.46 - $23.26 $284K - $294K
405K $9.38M
JHSC
John Hancock ETF Tr Multifacto

ETFs
-308
- 0.85%
$36.26 - $41.89 $11.2K - $12.9K
35.7K $1.33M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-221
- 3.62%
$91.44 - $106.54 $20.2K - $23.5K
5.88K $537K
BWXT
Bwx Technologies, Inc.

Industrials
-25
- 0.33%
$96.59 - $128.46 $2.41K - $3.21K
7.56K $745K
CIG
Energy CO Of Minas Gerais

Utilities
-55.3K
- 29.62%
$1.71 - $1.98 $94.5K - $109K
131K $231K
PRGO
Perrigo CO PLC

Healthcare
-5.97K
- 19.91%
$23.5 - $29.47 $140K - $176K
24K $672K
VALE
Vale S.A.

Basic Materials
-32.8K
- 15.83%
$8.5 - $10.19 $279K - $335K
175K $1.74M
HELE
Helen Of Troy LTD

Consumer Defensive
-1.18K
- 22.33%
$50.39 - $66.75 $59.7K - $79K
4.12K $220K
FCBC
First Community Bankshares Inc

Financial Services
-975
- 6.45%
$37.69 - $45.34 $36.7K - $44.2K
14.1K $532K
FTGC
First Trust Global Tactical CO

ETFs
-5K
- 25.23%
$23.95 - $25.86 $120K - $129K
14.8K $377K
CTBI
Community Trust Bancorp Inc

Financial Services
-1.02K
- 6.05%
$49.72 - $56.88 $50.8K - $58.1K
15.9K $799K
SHEN
Shenandoah Telecommunications CO

Communication Services
-7.43K
- 10.96%
$10.5 - $13.48 $78K - $100K
60.3K $758K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-6.49K
- 5.91%
$16.18 - $17.82 $105K - $116K
103K $1.73M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-12.1K
- 52.5%
$7.89 - $8.07 $95.7K - $97.9K
11K $87K
CUK
Carnival PLC

Consumer Cyclical
-1.67K
- 12.97%
$17.38 - $25.94 $28.9K - $43.2K
11.2K $195K
DEI
Douglas Emmett Inc

Real Estate
-2.31K
- 10.51%
$15.39 - $18.94 $35.6K - $43.8K
19.7K $315K
BHC
Bausch Health Companies Inc.

Healthcare
-2.97K
- 6.43%
$6.16 - $7.94 $18.3K - $23.6K
43.2K $279K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-372
- 2.35%
$46.12 - $52.9 $17.2K - $19.7K
15.4K $718K
AVES
American Centy ETF Tr Avantis

ETFs
-2.96K
- 6.0%
$44.71 - $48.65 $132K - $144K
46.4K $2.19M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-42
- 1.88%
$435.02 - $515.95 $18.3K - $21.7K
2.19K $1.03M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-318
- 1.51%
$32.96 - $44.43 $10.5K - $14.1K
20.7K $688K
PRTA
Prothena Corp Public LTD CO

Healthcare
-5.37K
- 33.44%
$12.38 - $16.04 $66.5K - $86.2K
10.7K $132K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-1.03K
- 6.53%
$65.4 - $79.39 $67.4K - $81.8K
14.7K $1.1M
PFS
Provident Financial Services Inc

Financial Services
-686
- 1.54%
$16.35 - $19.59 $11.2K - $13.4K
43.8K $752K
BBDC
Barings Bdc, Inc.

Financial Services
-9.07K
- 24.68%
$9.36 - $10.78 $84.9K - $97.8K
27.7K $264K
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.16K
- 1.06%
$95.15 - $104.06 $110K - $120K
108K $10.7M
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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