Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LI
Li Auto Inc.

Consumer Cyclical
-793
- 3.25%
$21.72 - $32.92 $17.2K - $26.1K
23.6K $594K
SJW
Sjw Group

Utilities
-710
- 7.62%
$45.47 - $55.8 $32.3K - $39.6K
8.6K $470K
CPK
Chesapeake Utilities Corp

Utilities
-331
- 4.25%
$116.55 - $130.37 $38.6K - $43.2K
7.46K $958K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-2
- 0.01%
$8.57 - $10.13 $17.1 - $20.3
14.9K $142K
APPS
Digital Turbine, Inc.

Technology
-1.51K
- 9.0%
$1.7 - $6.52 $2.57K - $9.86K
15.3K $41K
EBR
Brazilian Electric Power CO

Utilities
-10.9K
- 16.45%
$5.56 - $7.41 $60.8K - $81K
55.5K $394K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-31
- 0.47%
$38.54 - $41.5 $1.19K - $1.29K
6.6K $268K
SSP
E.W. Scripps CO

Communication Services
-334
- 1.41%
$1.41 - $3.36 $471 - $1.12K
23.4K $69K
AMCR
Amcor PLC

Consumer Cyclical
-1.99K
- 1.59%
$9.33 - $10.39 $18.5K - $20.7K
123K $1.19M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-68
- 1.0%
$39.43 - $44.62 $2.68K - $3.03K
6.73K $289K
UTL
Unitil Corp

Utilities
-39
- 0.58%
$52.01 - $57.87 $2.03K - $2.26K
6.63K $382K
IYR
Ishares Tr

ETFs
-151
- 1.1%
$89.49 - $98.98 $13.5K - $14.9K
13.5K $1.3M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-54.4K
- 15.91%
$9.19 - $12.93 $500K - $703K
287K $3.21M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-949
- 1.45%
$13.65 - $14.45 $13K - $13.7K
64.4K $917K
BKH
Black Hills Corp

Utilities
-497
- 1.95%
$55.74 - $61.86 $27.7K - $30.7K
24.9K $1.51M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
-2.32K
- 5.38%
$3.68 - $5.58 $8.54K - $13K
40.9K $221K
PRI
Primerica, Inc.

Financial Services
-200
- 3.22%
$271.41 - $296.43 $54.3K - $59.3K
6.01K $1.71M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
-413
- 1.24%
$14.92 - $17.89 $6.16K - $7.39K
32.8K $562K
GNL
Global Net Lease, Inc.

Real Estate
-1.71K
- 3.09%
$6.91 - $8.26 $11.8K - $14.1K
53.7K $431K
MD
Mednax, Inc.

Healthcare
-807
- 2.61%
$12.44 - $17.23 $10K - $13.9K
30.1K $436K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.84K
- 0.86%
$24.1 - $24.34 $92.4K - $93.3K
444K $10.8M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-5.49K
- 10.64%
$6.07 - $8.66 $33.3K - $47.5K
46.1K $342K
BKD
Brookdale Senior Living Inc.

Healthcare
-495
- 1.65%
$4.51 - $6.26 $2.23K - $3.1K
29.5K $184K
EEMV
Ishares Msci Emerging Markets

ETFs
-379
- 0.22%
$57.07 - $59.29 $21.6K - $22.5K
170K $9.92M
NMR
Nomura Holdings Inc

Financial Services
-26.1K
- 4.72%
$5.56 - $6.98 $145K - $182K
526K $3.23M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-2.01K
- 0.72%
$9.83 - $10.34 $19.8K - $20.8K
276K $2.75M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-3.28K
- 6.15%
$22.15 - $24.94 $72.6K - $81.8K
50K $1.25M
NEU
Newmarket Corp

Basic Materials
-10
- 0.83%
$482.93 - $570.11 $4.83K - $5.7K
1.2K $679K
IDA
Idacorp Inc

Utilities
-865
- 4.29%
$105.58 - $119.04 $91.3K - $103K
19.3K $2.25M
BAR
Granite Shares Gold Trust

ETFs
-2
- 0.02%
$26.01 - $30.84 $52 - $61.7
8.88K $273K
CNA
Cna Financial Corp

Financial Services
-184
- 0.82%
$45.86 - $51.0 $8.44K - $9.38K
22.2K $1.13M
SNN
Smith & Nephew PLC

Healthcare
-9.28K
- 11.4%
$23.89 - $30.34 $222K - $281K
72.1K $2.05M
AVIV
American Centy ETF Tr Avantis
-2.22K
- 6.15%
$51.51 - $58.54 $114K - $130K
33.9K $1.92M
THC
Tenet Healthcare Corp

Healthcare
-542
- 3.74%
$119.51 - $144.98 $64.8K - $78.6K
13.9K $1.88M
INTR
Inter & Co, Inc.

Financial Services
-575
- 1.44%
$4.0 - $6.01 $2.3K - $3.46K
39.4K $215K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.14K
- 2.32%
$78.97 - $85.82 $90.3K - $98.2K
48.1K $3.99M
WMK
Weis Markets Inc

Consumer Defensive
-16
- 0.28%
$62.92 - $82.56 $1.01K - $1.32K
5.8K $447K
ERIE
Erie Indemnity CO

Financial Services
-4
- 0.05%
$377.62 - $450.61 $1.51K - $1.8K
8.27K $3.47M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-4.35K
- 3.59%
$8.69 - $9.43 $37.8K - $41K
117K $1.09M
NXST
Nexstar Media Group, Inc.

Communication Services
-323
- 5.77%
$146.34 - $182.75 $47.3K - $59K
5.28K $945K
UGP
Ultrapar Holdings Inc

Energy
-5.32K
- 2.98%
$2.56 - $3.2 $13.6K - $17K
173K $534K
EUFN
Ishares Msci Europe Financials

ETFs
-6.55K
- 13.09%
$23.03 - $29.47 $151K - $193K
43.5K $1.24M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-204
- 0.44%
$19.66 - $21.64 $4.01K - $4.41K
46.2K $992K
KXI
Ishares Tr Global Consumer Sta

ETFs
-2.32K
- 3.86%
$58.57 - $64.8 $136K - $150K
57.6K $3.69M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-797
- 1.71%
$61.2 - $68.24 $48.8K - $54.4K
45.9K $3.03M
IGRO
Ishares Tr International Divid

ETFs
-44
- 0.19%
$66.91 - $73.87 $2.94K - $3.25K
23K $1.67M
FMX
Mexican Economic Development Inc

Consumer Defensive
-1.51K
- 7.24%
$81.23 - $100.59 $123K - $152K
19.4K $1.89M
IRT
Independence Realty Trust, Inc.

Real Estate
-1.09K
- 1.08%
$18.23 - $21.8 $19.8K - $23.7K
99.8K $2.12M
DFAI
Dimensional ETF Tr

ETFs
-43.3K
- 5.98%
$28.88 - $32.4 $1.25M - $1.4M
681K $21.3M
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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