Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGA
Magna International Inc

Consumer Cyclical
-9.12K
- 17.44%
$33.99 - $41.85 $310K - $382K
43.2K $1.47M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-29.2K
- 52.42%
$12.74 - $21.53 $372K - $628K
26.5K $337K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-38.1K
- 4.29%
$11.22 - $11.8 $428K - $450K
849K $9.53M
KRNY
Kearny Financial Corp.

Financial Services
-80.5K
- 34.13%
$6.18 - $7.55 $498K - $608K
155K $972K
XRAY
Dentsply Sirona Inc.

Healthcare
-30.9K
- 52.77%
$14.93 - $20.31 $461K - $627K
27.6K $413K
SMTC
Semtech Corp

Technology
-352
- 1.42%
$31.44 - $77.15 $11.1K - $27.2K
24.4K $838K
MOD
Modine Manufacturing CO

Consumer Cyclical
-597
- 3.67%
$76.06 - $142.68 $45.4K - $85.2K
15.7K $1.2M
BORR
Borr Drilling LTD

Energy
-85.1K
- 29.52%
$2.13 - $4.06 $181K - $346K
203K $445K
ENR
Energizer Holdings, Inc.

Industrials
-16.6K
- 46.85%
$29.28 - $35.79 $487K - $595K
18.9K $564K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-53.7K
- 7.37%
$25.69 - $26.89 $1.38M - $1.44M
675K $18.2M
GIB
Cgi Inc

Technology
-4.41K
- 18.86%
$98.12 - $122.43 $433K - $540K
19K $1.89M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-2.59K
- 10.52%
$109.48 - $136.56 $284K - $354K
22K $2.41M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-34K
- 36.32%
$14.03 - $17.33 $477K - $589K
59.6K $880K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-8.82K
- 24.69%
$61.92 - $76.95 $546K - $679K
26.9K $2.02M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.7K
- 5.21%
$113.22 - $126.36 $305K - $341K
49.1K $5.63M
ADUS
Addus Home Care Corp

Healthcare
-4.65K
- 62.41%
$89.83 - $135.92 $418K - $632K
2.8K $276K
ADM
Archer Daniels Midland CO

Consumer Defensive
-9.52K
- 12.21%
$45.22 - $52.17 $431K - $497K
68.5K $3.29M
BLDR
Builders First Source, Inc.

Industrials
-1.39K
- 5.53%
$122.8 - $173.51 $171K - $242K
23.8K $2.97M
BNS
Bank Of Nova Scotia

Financial Services
-6.96K
- 14.87%
$47.21 - $53.7 $329K - $374K
39.9K $1.89M
CSAN
Cosan S.A.

Energy
-110K
- 53.6%
$4.71 - $5.84 $520K - $644K
95.5K $498K
CABO
Cable One, Inc.

Communication Services
-1.17K
- 36.55%
$226.48 - $373.32 $265K - $436K
2.03K $538K
NRC
National Research Corp

Healthcare
-25.4K
- 41.92%
$12.8 - $18.73 $325K - $475K
35.2K $450K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
-25.6K
- 65.35%
N/A
13.6K $326K
EXAS
Exact Sciences Corp

Healthcare
-3.11K
- 8.65%
$43.04 - $58.51 $134K - $182K
32.8K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
-1.74K
- 1.55%
$122.59 - $135.24 $213K - $235K
110K $13.9M
PLXS
Plexus Corp

Technology
-646
- 3.6%
$120.51 - $170.49 $77.8K - $110K
17.3K $2.22M
ALB
Albemarle Corp

Basic Materials
-4.18K
- 20.29%
$69.95 - $97.49 $293K - $408K
16.4K $1.18M
FSS
Federal Signal Corp

Industrials
-188
- 0.61%
$73.55 - $101.32 $13.8K - $19K
30.5K $2.24M
JHX
James Hardie Industries PLC

Basic Materials
-2.27K
- 3.09%
$23.56 - $34.63 $53.5K - $78.6K
71.3K $1.68M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-9.24K
- 10.4%
$6.67 - $12.72 $61.7K - $118K
79.6K $530K
EQNR
Equinor Asa

Energy
-34.3K
- 29.36%
$22.37 - $26.45 $768K - $909K
82.7K $2.19M
ENSG
Ensign Group, Inc

Healthcare
-2.68K
- 4.11%
$125.4 - $148.86 $336K - $399K
62.5K $8.08M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-882
- 9.95%
$63.82 - $127.89 $56.3K - $113K
7.99K $509K
BHE
Benchmark Electronics Inc

Technology
-2.69K
- 4.28%
$37.74 - $48.97 $101K - $132K
60.2K $2.29M
DNLI
Denali Therapeutics Inc.

Healthcare
-17.4K
- 36.26%
$13.6 - $23.59 $236K - $410K
30.6K $415K
STRL
Sterling Construction CO Inc

Industrials
-914
- 11.29%
$108.65 - $200.56 $99.3K - $183K
7.18K $813K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-10.7K
- 22.82%
$30.17 - $34.97 $322K - $374K
36.1K $1.09M
PBP
Invesco Exchange Traded Fd Tr

ETFs
-10.9K
- 4.97%
$21.85 - $24.13 $237K - $262K
208K $4.6M
UTHR
United Therapeutics Corp

Healthcare
-1.05K
- 21.35%
$304.42 - $380.78 $321K - $401K
3.88K $1.2M
TECH
Bio Techne Corp

Healthcare
-3.97K
- 18.04%
$58.47 - $78.75 $232K - $313K
18.1K $1.06M
CAG
Conagra Brands Inc.

Consumer Defensive
-12.9K
- 7.63%
$23.9 - $27.67 $307K - $356K
156K $4.15M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-2.9K
- 3.58%
$78.45 - $87.45 $228K - $254K
78.2K $6.22M
FIVE
Five Below, Inc

Consumer Cyclical
-2.72K
- 25.85%
$72.25 - $103.2 $197K - $281K
7.8K $584K
WHR
Whirlpool Corp

Consumer Cyclical
-2.46K
- 20.37%
$88.58 - $133.14 $218K - $328K
9.62K $866K
IBCP
Independent Bank Corp

Financial Services
-11.8K
- 30.94%
$30.18 - $37.06 $356K - $437K
26.3K $810K
FOLD
Amicus Therapeutics, Inc.

Healthcare
-49.9K
- 58.34%
$8.16 - $9.85 $407K - $491K
35.6K $290K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.04K
- 2.63%
$50.25 - $55.9 $203K - $226K
149K $7.68M
KOS
Kosmos Energy Ltd.

Energy
-33.3K
- 8.69%
$2.12 - $3.9 $70.6K - $130K
350K $797K
SSL
Sasol LTD

Basic Materials
-105K
- 52.2%
$4.07 - $5.4 $426K - $565K
95.8K $405K
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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