Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AB
Alliancebernstein Holding L.P.

Financial Services
-2.74K
- 18.23%
$35.0 - $40.73 $95.8K - $111K
12.3K $470K
LNW
Light & Wonder, Inc.

Consumer Cyclical
-977
- 6.6%
$85.08 - $111.48 $83.1K - $109K
13.8K $1.2M
XT
Ishares Tr Exponential Technol

ETFs
-1.12K
- 11.28%
$57.56 - $64.0 $64.2K - $71.4K
8.77K $504K
MGRC
Mcgrath Rentcorp

Industrials
-740
- 10.24%
$109.58 - $128.96 $81.1K - $95.4K
6.49K $722K
XSW
Spdr S&P Software & Services E

ETFs
-126
- 5.74%
$159.76 - $197.42 $20.1K - $24.9K
2.07K $330K
DEA
Easterly Government Properties, Inc.

Real Estate
-6K
- 21.8%
$10.26 - $11.77 $61.6K - $70.6K
21.5K $228K
NMIH
Nmi Holdings, Inc.

Financial Services
-1.8K
- 7.1%
$34.46 - $39.13 $61.9K - $70.2K
23.5K $846K
JETS
ETF Ser Solutions U S Global J

ETFs
-11
- 0.06%
$20.77 - $26.81 $228 - $295
18.1K $375K
JMIA
Jumia Technologies Ag

Consumer Cyclical
-16K
- 56.38%
$2.15 - $4.21 $34.4K - $67.4K
12.4K $26K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-1.21K
- 9.24%
$29.3 - $35.9 $35.6K - $43.6K
11.9K $349K
EBS
Emergent Bio Solutions Inc.

Healthcare
-1.53K
- 9.58%
$4.66 - $11.66 $7.14K - $17.9K
14.5K $70K
ATR
Aptargroup, Inc.

Healthcare
-302
- 6.95%
$141.7 - $159.83 $42.8K - $48.3K
4.04K $600K
MCS
Marcus Corp

Communication Services
-1.47K
- 12.66%
$15.89 - $22.25 $23.4K - $32.7K
10.1K $169K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-69
- 1.18%
$93.57 - $120.35 $6.46K - $8.3K
5.78K $552K
LEGN
Legend Biotech Corp

Healthcare
-2.99K
- 18.73%
$31.43 - $39.7 $93.8K - $119K
13K $439K
TNL
Travel & Leisure Co.

Consumer Cyclical
-659
- 5.7%
$46.29 - $57.86 $30.5K - $38.1K
10.9K $504K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-217
- 2.66%
$77.67 - $90.15 $16.9K - $19.6K
7.95K $622K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-2.21K
- 24.45%
$55.23 - $64.6 $122K - $142K
6.81K $421K
AMH
American Homes 4 Rent

Real Estate
-2.21K
- 13.33%
$34.43 - $37.81 $76K - $83.4K
14.3K $542K
HSIC
Henry Schein Inc

Healthcare
-969
- 6.32%
$68.49 - $81.91 $66.4K - $79.4K
14.4K $984K
EQR
Equity Residential

Real Estate
-1.02K
- 4.51%
$66.98 - $75.02 $68.5K - $76.7K
21.7K $1.55M
TS
Tenaris Sa

Energy
-3.28K
- 8.32%
$35.73 - $40.28 $117K - $132K
36.1K $1.41M
KELYA
Kelly Services Inc

Industrials
-2.18K
- 3.64%
$12.87 - $14.67 $28K - $31.9K
57.6K $758K
SEAT
Vivid Seats Inc.

Communication Services
-6.63K
- 20.53%
$2.68 - $4.85 $17.8K - $32.1K
25.7K $75K
LIT
Global X Fds Global X Lithium

ETFs
-1.14K
- 7.63%
$38.8 - $42.84 $44.3K - $48.9K
13.8K $536K
IYJ
Ishares Tr

ETFs
-64
- 0.34%
$127.48 - $142.0 $8.16K - $9.09K
19K $2.48M
IRBO
Ishares Robotics & Artificial

ETFs
-2.24K
- 3.2%
N/A
67.7K $2.17M
STWD
Starwood Property Trust, Inc.

Real Estate
-5.52K
- 12.23%
$18.41 - $20.53 $102K - $113K
39.6K $783K
DK
Delek Us Holdings, Inc.

Energy
-260
- 1.34%
$13.53 - $20.31 $3.52K - $5.28K
19.1K $287K
TILT
Flexshares Tr

ETFs
-245
- 12.85%
$202.06 - $225.8 $49.5K - $55.3K
1.66K $341K
LESL
Leslie'S, Inc.

Consumer Cyclical
-23.2K
- 66.67%
$0.74 - $2.3 $17.2K - $53.4K
11.6K $8K
SHC
Sotera Health CO

Healthcare
-2.4K
- 12.05%
$11.28 - $13.95 $27.1K - $33.5K
17.5K $204K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.8K
- 7.06%
$23.32 - $23.84 $65.3K - $66.7K
36.9K $863K
WAL
Western Alliance Bancorporation

Financial Services
-214
- 2.86%
$72.65 - $94.0 $15.5K - $20.1K
7.28K $558K
TALK
Talkspace, Inc.

Healthcare
-10.4K
- 13.84%
$2.56 - $4.17 $26.7K - $43.6K
65K $166K
CTO
Cto Realty Growth, Inc.

Real Estate
-3.08K
- 18.59%
$18.06 - $20.83 $55.7K - $64.2K
13.5K $260K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.59K
- 12.06%
$26.63 - $26.75 $68.9K - $69.2K
18.9K $504K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-2.99K
- 14.6%
$24.21 - $25.09 $72.4K - $75.1K
17.5K $437K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-488
- 2.02%
$12.87 - $15.85 $6.28K - $7.73K
23.6K $305K
UTG
Reaves Utility Income Fund

Financial Services
-2.64K
- 10.58%
$31.08 - $34.42 $82.2K - $91K
22.3K $727K
FHB
First Hawaiian, Inc.

Financial Services
-1.06K
- 4.09%
$24.13 - $28.18 $25.5K - $29.8K
24.8K $606K
ELAN
Elanco Animal Health Inc

Healthcare
-1.03K
- 3.14%
$10.04 - $12.47 $10.4K - $12.9K
31.9K $335K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-44.6K
- 56.61%
$0.6 - $1.22 $26.7K - $54.4K
34.2K $20K
ASC
Ardmore Shipping Corp

Industrials
-3.26K
- 24.16%
$9.06 - $13.6 $29.5K - $44.3K
10.2K $100K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-2.59K
- 4.51%
$28.11 - $30.42 $72.9K - $78.9K
54.9K $1.61M
CATY
Cathay General Bancorp

Financial Services
-356
- 3.37%
$42.27 - $48.78 $15K - $17.4K
10.2K $439K
HSTM
Healthstream Inc

Healthcare
-2.24K
- 8.75%
$30.95 - $33.99 $69.2K - $76K
23.3K $750K
IMOS
Chipmos Technologies Inc

Technology
-52
- 0.17%
$16.84 - $20.92 $876 - $1.09K
30.1K $507K
RLAY
Relay Therapeutics, Inc.

Healthcare
-6.42K
- 21.72%
$2.62 - $4.92 $16.8K - $31.6K
23.1K $60K
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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