Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IP
International Paper CO

Consumer Cyclical
-22
- 0.03%
$49.38 - $60.09 $1.09K - $1.32K
77.3K $4.13M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.26K
- 5.53%
$41.41 - $45.24 $52.3K - $57.1K
21.6K $940K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-14.9K
- 35.04%
$1.26 - $1.69 $18.8K - $25.2K
27.7K $35K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-10.9K
- 25.41%
N/A
32K $107K
INOD
Innodata Inc

Technology
-129
- 1.44%
$33.19 - $64.17 $4.28K - $8.28K
8.8K $315K
WEST
Westrock Coffee Holdings, LLC
-8.76K
- 31.9%
$5.48 - $7.25 $48K - $63.5K
18.7K $135K
CASS
Cass Information Systems Inc

Industrials
-1.13K
- 18.17%
$38.87 - $45.08 $43.9K - $50.9K
5.08K $219K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-5.1K
- 32.19%
$5.27 - $6.27 $26.9K - $32K
10.7K $56K
PNNT
Pennantpark Investment Corp

Financial Services
-4.68K
- 15.05%
$6.78 - $7.27 $31.7K - $34K
26.4K $185K
WTTR
Select Energy Services, Inc.

Energy
-154
- 1.27%
$9.37 - $14.56 $1.44K - $2.24K
11.9K $125K
ARMK
Aramark

Industrials
-367
- 4.79%
$34.13 - $39.63 $12.5K - $14.5K
7.29K $251K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-301
- 6.1%
$102.5 - $112.02 $30.9K - $33.7K
4.64K $480K
UNIT
Uniti Group Inc.

Real Estate
-1.89K
- 3.57%
$4.75 - $5.98 $8.97K - $11.3K
50.9K $256K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-45
- 0.41%
$109.15 - $120.99 $4.91K - $5.44K
10.9K $1.23M
NNDM
Nano Dimension Ltd.

Technology
-69
- 0.19%
$1.59 - $2.66 $110 - $184
35.8K $56K
VLUE
Ishares Msci Usa Value Factor

ETFs
-427
- 3.33%
$104.89 - $113.56 $44.8K - $48.5K
12.4K $1.32M
PB
Prosperity Bancshares Inc

Financial Services
-203
- 4.64%
$69.3 - $80.69 $14.1K - $16.4K
4.17K $297K
VERV
Verve Therapeutics, Inc.

Healthcare
-1.75K
- 7.93%
$4.57 - $8.63 $7.99K - $15.1K
20.3K $92K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-27
- 0.24%
$43.72 - $51.15 $1.18K - $1.38K
11.4K $500K
NRZ
New Residential Investment Corp.

Real Estate
-4.29K
- 6.22%
N/A
64.8K $469K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
-643
- 4.77%
$10.99 - $17.37 $7.07K - $11.2K
12.8K $179K
NWBI
Northwest Bancshares, Inc.

Financial Services
-1.21K
- 8.97%
$11.78 - $13.39 $14.3K - $16.2K
12.3K $147K
PKI
Perkinelmer Inc

Healthcare
-250
- 1.26%
N/A
19.6K $2.37M
HYD
Vaneck High Yield Muni ETF

ETFs
-376
- 2.41%
$50.79 - $52.53 $19.1K - $19.8K
15.2K $780K
OCUL
Ocular Therapeutix, Inc

Healthcare
-1.08K
- 5.8%
$5.93 - $9.08 $6.43K - $9.84K
17.6K $129K
ICLN
Ishares

ETFs
-3.13K
- 1.74%
$10.94 - $11.86 $34.3K - $37.2K
177K $2.03M
CHY
Calamos Convertible & High Income Fund

Financial Services
-447
- 3.67%
$10.1 - $12.0 $4.51K - $5.36K
11.7K $118K
SIGA
Siga Technologies Inc

Healthcare
-1.56K
- 3.97%
$5.39 - $6.47 $8.41K - $10.1K
37.7K $206K
BBD
Bank Bradesco

Financial Services
-24.6K
- 30.24%
$1.85 - $2.32 $45.4K - $57K
56.7K $126K
COMM
Comm Scope Holding Company, Inc.

Technology
-5.7K
- 30.07%
$4.63 - $6.35 $26.4K - $36.2K
13.3K $70K
CHH
Choice Hotels International Inc

Consumer Cyclical
-50
- 2.11%
$127.89 - $155.97 $6.39K - $7.8K
2.32K $308K
VAW
Vanguard Materials ETF

ETFs
-282
- 1.06%
$185.71 - $202.46 $52.4K - $57.1K
26.3K $4.97M
VIR
Vir Biotechnology, Inc.

Healthcare
-2.19K
- 15.43%
$6.48 - $12.48 $14.2K - $27.3K
12K $77K
IBMO
Ishares Tr Ibonds December 202

ETFs
-1.1K
- 8.69%
$25.45 - $25.6 $28K - $28.2K
11.6K $295K
BTO
John Hancock Financial Opportunities Fund

Financial Services
-422
- 5.53%
$32.12 - $38.37 $13.6K - $16.2K
7.21K $245K
HSC
Harsco Corp

Industrials
-3.66K
- 10.68%
N/A
30.6K $220K
EVRI
Everi Holdings Inc.

Consumer Cyclical
-2.78K
- 3.9%
$13.51 - $13.81 $37.6K - $38.4K
68.5K $937K
RLX
Rlx Technology Inc.

Consumer Defensive
-2.11K
- 2.66%
$1.88 - $2.49 $3.96K - $5.25K
77.2K $145K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1.71K
- 2.79%
$60.44 - $69.57 $103K - $119K
59.5K $3.96M
ENVA
Enova International, Inc.

Financial Services
-287
- 5.05%
$87.18 - $116.49 $25K - $33.4K
5.39K $520K
DRIV
Global X Fds Global X Autonomo

ETFs
-54
- 0.44%
$21.14 - $24.23 $1.14K - $1.31K
12.3K $260K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.42K
- 9.97%
$25.54 - $27.64 $36.3K - $39.2K
12.8K $349K
EOLS
Evolus, Inc.

Healthcare
-3.02K
- 21.97%
$9.47 - $15.04 $28.6K - $45.4K
10.7K $128K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-82
- 3.86%
$113.13 - $127.79 $9.28K - $10.5K
2.04K $230K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-2.45K
- 11.06%
$36.05 - $45.61 $88.2K - $112K
19.7K $781K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-1.25K
- 9.44%
$30.51 - $32.85 $38K - $40.9K
11.9K $389K
CLVT
Clarivate PLC

Technology
-1.92K
- 14.5%
$3.93 - $5.66 $7.53K - $10.9K
11.3K $44K
HFRO
Highland Income Fund\Ma

Financial Services
-4.58K
- 9.02%
$4.93 - $5.83 $22.6K - $26.7K
46.2K $240K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.26K
- 1.1%
$23.29 - $23.38 $29.4K - $29.5K
113K $2.65M
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
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