Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.74K
- 1.67%
$497.6 - $606.74 $867K - $1.06M
103K $51.1M
UAL
United Airlines Holdings, Inc.

Industrials
-8.97K
- 9.92%
$69.05 - $110.52 $620K - $992K
81.5K $5.63M
RDY
Dr Reddys Laboratories LTD

Healthcare
-102K
- 16.01%
$12.53 - $15.81 $1.28M - $1.61M
534K $7.04M
NSC
Norfolk Southern Corp

Industrials
-12.2K
- 14.69%
$227.69 - $259.76 $2.77M - $3.16M
70.7K $16.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
-14.1K
- 17.27%
$119.38 - $161.42 $1.68M - $2.27M
67.3K $8.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-191
- 4.13%
$4295.4 - $5141.88 $820K - $982K
4.44K $20.4M
CNHI
Cnh Industrial N.V.

Industrials
-240K
- 82.5%
N/A
50.9K $530K
UPRO
Proshares Trust Proshares Ultr

ETFs
-22.3K
- 41.13%
$71.19 - $99.29 $1.59M - $2.21M
31.9K $2.36M
CSX
Csx Corp

Industrials
-13.7K
- 1.95%
$29.11 - $33.67 $399K - $461K
690K $20.3M
SYY
Sysco Corp

Consumer Defensive
-27.9K
- 13.77%
$70.0 - $77.13 $1.96M - $2.15M
175K $13.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-94.3K
- 1.75%
$39.96 - $43.3 $3.77M - $4.08M
5.3M $218M
IFF
International Flavors & Fragrances Inc

Basic Materials
-25.5K
- 57.19%
$76.48 - $87.72 $1.95M - $2.23M
19.1K $1.48M
VOT
Vanguard Mid Cap Growth Index

ETFs
-4.03K
- 2.83%
$237.72 - $276.98 $957K - $1.12M
139K $33.9M
DFAU
Dimensional ETF Tr

ETFs
-20.1K
- 2.89%
$37.84 - $42.29 $759K - $849K
675K $25.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-7.62K
- 3.14%
$117.4 - $131.02 $895K - $999K
235K $28.1M
OXY
Occidental Petroleum Corp

Energy
-41.9K
- 20.84%
$45.45 - $52.7 $1.91M - $2.21M
159K $7.86M
TFC
Truist Financial Corp

Financial Services
-33.3K
- 10.64%
$39.48 - $48.15 $1.31M - $1.6M
279K $11.5M
SQ
Block, Inc.

Technology
-803
- 1.11%
$54.04 - $92.95 $43.4K - $74.6K
71.8K $4.11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.36K
- 0.84%
$96.3 - $112.23 $131K - $152K
161K $15.7M
TROW
Price T Rowe Group Inc

Financial Services
-12.7K
- 35.5%
$91.57 - $116.93 $1.16M - $1.48M
23K $2.11M
CE
Celanese Corp

Basic Materials
-24.5K
- 58.85%
$47.02 - $74.12 $1.15M - $1.82M
17.2K $974K
TQQQ
Proshares Ultrapro Qqq

ETFs
-5.32K
- 7.79%
$57.3 - $90.39 $305K - $481K
63K $3.61M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-99.8K
- 8.14%
$24.05 - $24.86 $2.4M - $2.48M
1.13M $28M
HOMB
Home Bancshares Inc

Financial Services
-61.6K
- 41.89%
$27.23 - $31.23 $1.68M - $1.92M
85.4K $2.41M
WDS
Woodside Energy Group LTD

Energy
-102K
- 46.57%
$14.15 - $16.33 $1.44M - $1.66M
117K $1.69M
A
Agilent Technologies, Inc.

Healthcare
-7.02K
- 13.95%
$116.69 - $152.6 $820K - $1.07M
43.3K $5.07M
APA
Apa Corp

Energy
-65.5K
- 48.24%
$18.54 - $25.45 $1.21M - $1.67M
70.3K $1.48M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-14.3K
- 4.03%
$37.33 - $45.03 $534K - $645K
341K $13M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-21.6K
- 47.54%
$66.59 - $77.68 $1.44M - $1.67M
23.8K $1.64M
IONQ
Ion Q, Inc.

Technology
-3.28K
- 4.26%
$18.27 - $51.07 $59.9K - $168K
73.6K $1.63M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-14.3K
- 24.11%
$48.65 - $66.04 $695K - $943K
44.9K $2.4M
SRE
Sempra Energy

Utilities
-1.82K
- 2.08%
$67.85 - $87.67 $123K - $159K
85.4K $6.1M
PPG
Ppg Industries Inc

Basic Materials
-7.59K
- 11.1%
$107.44 - $124.29 $816K - $944K
60.8K $6.65M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-748
- 0.41%
$101.98 - $115.66 $76.3K - $86.5K
183K $18.7M
NBIX
Neurocrine Biosciences Inc

Healthcare
-8.66K
- 44.45%
$107.22 - $153.29 $929K - $1.33M
10.8K $1.2M
VTRS
Viatris Inc

Healthcare
-65.5K
- 28.53%
$8.68 - $12.42 $568K - $813K
164K $1.43M
IWC
Russell Micro Cap ETF

ETFs
-1.92K
- 3.07%
$110.91 - $133.46 $213K - $256K
60.5K $6.71M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-41.8K
- 70.65%
$32.17 - $35.61 $1.35M - $1.49M
17.4K $598K
AVEM
American Centy ETF Tr Avantis

ETFs
-49.8K
- 4.3%
$57.11 - $62.4 $2.84M - $3.11M
1.11M $66.7M
CLX
Clorox CO

Consumer Defensive
-5.92K
- 17.12%
$141.76 - $162.89 $839K - $963K
28.6K $4.22M
HPE
Hewlett Packard Enterprise CO

Technology
-4.94K
- 2.22%
$14.77 - $24.42 $73K - $121K
217K $3.35M
RKLB
Rocket Lab Usa, Inc.

Industrials
-15.3K
- 10.42%
$17.12 - $31.57 $262K - $483K
131K $2.35M
HRI
Herc Holdings Inc

Industrials
-5.01K
- 38.81%
$122.25 - $211.06 $613K - $1.06M
7.9K $1.06M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-104K
- 29.8%
$11.63 - $13.3 $1.21M - $1.38M
245K $2.85M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.91K
- 1.85%
$121.0 - $142.28 $231K - $272K
101K $12.6M
IOT
Samsara Inc.

Technology
-10.2K
- 5.78%
$34.06 - $60.96 $348K - $624K
167K $6.4M
IEF
Ishares Barclays

ETFs
-23.7K
- 7.44%
$91.17 - $95.39 $2.16M - $2.26M
295K $28.1M
HI
Hillenbrand, Inc.

Industrials
-38.6K
- 65.89%
$24.14 - $35.33 $932K - $1.36M
20K $482K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-54.5K
- 8.26%
$25.05 - $25.16 $1.37M - $1.37M
605K $15.2M
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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