Creative Planning Sells in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
-1.96K
- 5.69%
$218.97 - $332.17 $429K - $650K
32.4K $10.8M
AVUS
American Centy ETF Tr Avantis

ETFs
-77.1K
- 6.68%
$81.38 - $100.82 $6.28M - $7.78M
1.08M $109M
FTNT
Fortinet, Inc.

Technology
-7.49K
- 2.56%
$84.71 - $108.69 $634K - $814K
285K $30.2M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-7.38K
- 3.28%
$86.12 - $108.35 $636K - $800K
218K $23.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.06K
- 2.64%
$219.76 - $276.94 $672K - $847K
113K $31.2M
IWM
Ishares Russell 2000 ETF

ETFs
-35.8K
- 5.93%
$174.82 - $215.79 $6.26M - $7.72M
568K $123M
EME
Emcor Group, Inc.

Industrials
-35
- 0.25%
$342.02 - $534.89 $12K - $18.7K
14K $7.5M
AVDE
American Centy ETF Tr Avantis

ETFs
-45.8K
- 6.17%
$59.32 - $74.36 $2.71M - $3.4M
695K $51.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-324
- 0.18%
$91.62 - $116.16 $29.7K - $37.6K
183K $21.2M
CARR
Carrier Global Corp

Industrials
-30.2K
- 6.26%
$55.55 - $75.83 $1.68M - $2.29M
453K $33.2M
DFAU
Dimensional ETF Tr

ETFs
-192
- 0.03%
$34.04 - $42.36 $6.54K - $8.13K
675K $28.6M
HAS
Hasbro, Inc.

Consumer Cyclical
-3.71K
- 1.52%
$50.71 - $73.82 $188K - $274K
239K $17.7M
JBL
Jabil Inc

Technology
-1.87K
- 4.2%
$116.88 - $218.1 $218K - $407K
42.6K $9.28M
ADI
Analog Devices Inc

Technology
-6.29K
- 4.65%
$164.6 - $238.02 $1.03M - $1.5M
129K $30.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-55.3K
- 6.3%
$50.08 - $63.14 $2.77M - $3.49M
822K $51.9M
DFAE
Dimensional ETF Tr

ETFs
-40.8K
- 2.59%
$22.87 - $28.95 $932K - $1.18M
1.54M $44.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-44.3K
- 0.84%
$36.25 - $42.28 $1.6M - $1.87M
5.25M $222M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.3K
- 5.5%
$122.57 - $173.27 $1.14M - $1.61M
160K $27.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-120
- 0.02%
$73.02 - $90.22 $8.76K - $10.8K
550K $49M
VOT
Vanguard Mid Cap Growth Index

ETFs
-4.67K
- 3.37%
$216.28 - $284.39 $1.01M - $1.33M
134K $38.1M
ASML
Asml Holding Nv

Technology
-858
- 2.35%
$595.37 - $815.24 $511K - $699K
35.7K $28.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.93K
- 0.72%
$55.54 - $69.09 $274K - $341K
675K $46.7M
TDIV
First Trust Nasdaq Technology

ETFs
-1.72K
- 0.62%
$64.41 - $90.17 $111K - $155K
278K $25.1M
HON
Honeywell International Inc

Industrials
-2.78K
- 1.13%
$182.86 - $232.88 $509K - $648K
243K $56.5M
AVEM
American Centy ETF Tr Avantis

ETFs
-68.7K
- 6.2%
$53.08 - $68.54 $3.65M - $4.71M
1.04M $71.3M
C
Citigroup Inc

Financial Services
-17.2K
- 4.0%
$58.13 - $85.12 $1M - $1.46M
413K $35.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.24K
- 1.25%
$224.16 - $285.86 $502K - $640K
176K $50.5M
SCHW
Schwab Charles Corp

Financial Services
-20.5K
- 3.88%
$69.06 - $91.24 $1.42M - $1.87M
508K $46.4M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-70.7K
- 5.42%
$32.41 - $42.59 $2.29M - $3.01M
1.23M $52.5M
PANW
Palo Alto Networks Inc

Technology
-2.6K
- 1.39%
$152.44 - $204.64 $396K - $532K
184K $37.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-202K
- 4.04%
$51.16 - $62.02 $10.3M - $12.5M
4.8M $298M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-21.7K
- 0.99%
$37.51 - $45.52 $813K - $986K
2.16M $97.9M
MU
Micron Technology Inc

Technology
-3.98K
- 2.17%
$64.72 - $127.91 $257K - $509K
180K $22.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-4.32K
- 3.08%
$273.67 - $366.17 $1.18M - $1.58M
136K $49.7M
ZS
Zscaler, Inc.

Technology
-18.7K
- 17.28%
$174.67 - $315.32 $3.26M - $5.88M
89.3K $28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.41K
- 0.39%
$22.27 - $29.21 $165K - $216K
1.87M $54.7M
COIN
Coinbase Global, Inc.

Technology
-3.1K
- 5.85%
$151.47 - $375.07 $470K - $1.16M
49.9K $17.5M
MSTR
Microstrategy Inc

Technology
-10.7K
- 9.7%
$237.95 - $421.61 $2.55M - $4.52M
99.8K $40.3M
BSY
Bentley Systems Inc

Technology
-209K
- 15.45%
$38.62 - $53.97 $8.09M - $11.3M
1.15M $61.9M
IEFA
Ishares Tr

ETFs
-167K
- 5.73%
$67.83 - $84.09 $11.3M - $14M
2.74M $229M
IVW
Ishares S&P 500 Growth ETF

ETFs
-16.7K
- 2.54%
$82.96 - $110.1 $1.39M - $1.84M
642K $70.7M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-20.1K
- 0.75%
$49.55 - $60.46 $997K - $1.22M
2.67M $159M
DFIV
Dimensional ETF Tr

ETFs
-21.8K
- 0.62%
$34.67 - $43.21 $757K - $943K
3.5M $150M
NOW
Service Now, Inc.

Technology
-33
- 0.06%
$721.65 - $1040.18 $23.8K - $34.3K
57.4K $59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-16.7K
- 0.46%
$114.78 - $133.31 $1.92M - $2.23M
3.6M $480M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-25.6K
- 1.21%
$72.96 - $90.39 $1.87M - $2.31M
2.09M $186M
DIS
Walt Disney CO

Communication Services
-8.1K
- 1.26%
$81.72 - $124.01 $662K - $1M
635K $78.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9.33K
- 1.4%
$272.36 - $339.57 $2.54M - $3.17M
658K $223M
VUG
Vanguard Growth ETF

ETFs
-461
- 0.16%
$329.49 - $438.4 $152K - $202K
297K $130M
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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