Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WPP
Wpp PLC

Communication Services
-20.7K
- 53.76%
$37.96 - $51.07 $785K - $1.06M
17.8K $674K
ONTO
Onto Innovation Inc.

Technology
-1K
- 3.91%
$121.34 - $224.5 $121K - $225K
24.6K $2.98M
PRU
Prudential Financial Inc

Financial Services
-6.05K
- 7.12%
$105.04 - $122.33 $635K - $740K
78.9K $8.81M
MRNA
Moderna, Inc.

Healthcare
-1.3K
- 1.43%
$28.35 - $47.53 $37K - $62K
90.1K $2.55M
PINS
Pinterest, Inc.

Communication Services
-47.8K
- 37.52%
$29.79 - $40.0 $1.42M - $1.91M
79.6K $2.47M
HRL
Hormel Foods Corp

Consumer Defensive
-37.4K
- 27.98%
$28.29 - $31.52 $1.06M - $1.18M
96.3K $2.98M
ILMN
Illumina, Inc.

Healthcare
-1.59K
- 8.07%
$79.34 - $144.22 $126K - $230K
18.1K $1.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-298
- 0.84%
$211.47 - $267.17 $63K - $79.6K
35.3K $7.47M
GKOS
Glaukos Corp

Healthcare
-2.8K
- 16.41%
$96.6 - $161.22 $271K - $452K
14.3K $1.4M
SLB
Schlumberger Limited

Energy
-49K
- 18.64%
$38.4 - $43.74 $1.88M - $2.14M
214K $8.93M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-22.3K
- 64.65%
$50.24 - $50.57 $1.12M - $1.13M
12.2K $617K
GMAB
Genmab A/S

Healthcare
-48.6K
- 45.46%
$18.69 - $24.14 $908K - $1.17M
58.3K $1.14M
SJM
J M Smucker CO

Consumer Defensive
-11.7K
- 32.38%
$100.41 - $118.41 $1.17M - $1.39M
24.4K $2.89M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-9.65K
- 12.45%
$55.05 - $64.52 $531K - $622K
67.8K $3.82M
SHV
Ishares Tr

ETFs
-9.66K
- 7.9%
$110.11 - $110.51 $1.06M - $1.07M
113K $12.4M
PKG
Packaging Corp Of America

Consumer Cyclical
-2.74K
- 15.52%
$192.03 - $242.13 $527K - $664K
14.9K $2.96M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.49K
- 4.61%
$161.27 - $192.3 $241K - $287K
30.9K $4.98M
DDOG
Datadog, Inc.

Technology
-293
- 1.32%
$98.68 - $151.89 $28.9K - $44.5K
21.9K $2.18M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-43.1K
- 4.14%
$25.44 - $25.58 $1.1M - $1.1M
997K $25.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
-947
- 3.05%
$158.1 - $217.71 $150K - $206K
30.1K $4.75M
KLIC
Kulicke & Soffa Industries Inc

Technology
-10.9K
- 23.82%
$32.98 - $47.98 $358K - $521K
34.7K $1.15M
STLA
Stellantis N.V.

Consumer Cyclical
-55.8K
- 29.2%
$11.21 - $14.21 $626K - $794K
135K $1.52M
APPF
Appfolio Inc

Technology
-2.57K
- 17.52%
$206.66 - $260.64 $531K - $669K
12.1K $2.66M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-19.1K
- 9.71%
$50.03 - $50.27 $956K - $960K
178K $8.9M
SSO
Proshares Ultra S&P 500

ETFs
-7.32K
- 22.12%
$80.57 - $100.21 $590K - $734K
25.8K $2.13M
BDX
Becton Dickinson & CO

Healthcare
-4.57K
- 8.42%
$222.79 - $249.08 $1.02M - $1.14M
49.7K $11.4M
PINC
Premier, Inc.

Healthcare
-39.9K
- 49.09%
$17.46 - $23.0 $696K - $917K
41.3K $797K
FLR
Fluor Corp

Industrials
-5.07K
- 9.35%
$34.29 - $55.28 $174K - $280K
49.2K $1.76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16.8K
- 2.39%
$49.78 - $53.19 $835K - $893K
686K $35M
USPH
U S Physical Therapy Inc

Healthcare
-9.33K
- 66.23%
$71.93 - $90.88 $671K - $848K
4.76K $344K
ASX
Ase Technology Holding Co., Ltd.

Technology
-41.2K
- 10.0%
$8.76 - $11.36 $361K - $468K
371K $3.25M
HBI
Hanesbrands Inc.

Consumer Cyclical
-92.5K
- 60.11%
$5.76 - $8.6 $533K - $795K
61.4K $354K
EEFT
Euronet Worldwide, Inc.

Technology
-9.25K
- 31.74%
$94.42 - $110.06 $873K - $1.02M
19.9K $2.13M
EL
Estee Lauder Companies Inc

Consumer Defensive
-7.66K
- 19.1%
$64.26 - $85.48 $492K - $655K
32.5K $2.14M
KB
Kb Financial Group Inc.

Financial Services
-11.1K
- 12.52%
$53.14 - $62.87 $588K - $695K
77.3K $4.18M
BKE
Buckle Inc

Consumer Cyclical
-11.3K
- 35.09%
$35.15 - $51.65 $398K - $585K
21K $803K
VOD
Vodafone Group Public LTD CO

Communication Services
-115K
- 39.28%
$8.05 - $9.86 $924K - $1.13M
177K $1.66M
ICLR
Icon PLC

Healthcare
-3.07K
- 37.73%
$174.99 - $222.58 $537K - $683K
5.07K $886K
EMN
Eastman Chemical CO

Basic Materials
-7.55K
- 16.21%
$87.05 - $103.47 $658K - $782K
39.1K $3.44M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-8.71K
- 3.42%
$100.32 - $100.76 $874K - $878K
246K $24.7M
FSV
First Service Corp

Real Estate
-3.72K
- 29.98%
$159.66 - $185.88 $594K - $692K
8.7K $1.44M
SHG
Shinhan Financial Group CO LTD

Financial Services
-23.1K
- 19.47%
N/A
95.7K $3.31M
INDA
Ishares Msci India Index Fund

ETFs
-12.8K
- 11.39%
$47.8 - $53.4 $612K - $684K
99.6K $5.13M
BBY
Best Buy CO Inc

Consumer Cyclical
-42
- 0.07%
$70.3 - $91.1 $2.95K - $3.83K
63.6K $4.68M
SOXX
Ishares Semiconductor ETF

ETFs
-1.04K
- 4.97%
$188.17 - $235.81 $196K - $246K
19.9K $3.75M
CNI
Canadian National Railway CO

Industrials
-4.89K
- 7.24%
$95.46 - $106.79 $467K - $522K
62.6K $6.1M
RIO
Rio Tinto PLC

Basic Materials
-14.6K
- 13.77%
$58.19 - $64.29 $852K - $941K
91.7K $5.51M
GPN
Global Payments Inc

Industrials
-3.27K
- 11.53%
$92.18 - $113.03 $301K - $369K
25.1K $2.46M
LDOS
Leidos Holdings, Inc.

Technology
-395
- 0.54%
$126.82 - $161.11 $50.1K - $63.6K
72.5K $9.78M
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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