Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.36K
- 2.55%
$80.73 - $94.96 $110K - $129K
52K $4.32M
AA
Alcoa Corp

Basic Materials
-7.71K
- 20.87%
$30.5 - $39.53 $235K - $305K
29.2K $890K
TYL
Tyler Technologies Inc

Technology
-1.07K
- 4.39%
$553.41 - $646.74 $590K - $690K
23.2K $13.5M
HAL
Halliburton CO

Energy
-7.09K
- 3.99%
$24.15 - $29.9 $171K - $212K
170K $4.32M
SMPL
Simply Good Foods CO

Consumer Defensive
-10.9K
- 38.13%
$32.98 - $39.5 $359K - $430K
17.7K $608K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-9.01K
- 49.51%
$33.63 - $49.79 $303K - $448K
9.19K $360K
ARCC
Ares Capital Corp

Financial Services
-25.7K
- 9.64%
$21.28 - $23.81 $546K - $611K
241K $5.33M
KBE
Spdr S&P Bank ETF

ETFs
-8.61K
- 60.79%
$51.28 - $59.92 $442K - $516K
5.55K $294K
BRY
Berry Corp (Bry)

Energy
-115K
- 88.83%
$3.17 - $5.01 $366K - $578K
14.5K $46K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-3.02K
- 3.75%
$41.78 - $50.35 $126K - $152K
77.5K $3.33M
MASI
Masimo Corp

Healthcare
-2.98K
- 20.98%
$163.55 - $190.63 $487K - $568K
11.2K $1.87M
RH
Rh

Consumer Cyclical
-264
- 10.13%
$216.63 - $454.52 $57.2K - $120K
2.34K $549K
VAL
Valaris LTD

Energy
-8.31K
- 28.69%
$32.85 - $49.52 $273K - $411K
20.6K $810K
DSGX
Descartes Systems Group Inc

Technology
-1.84K
- 8.26%
$96.4 - $122.5 $177K - $225K
20.4K $2.06M
PSN
Parsons Corp

Industrials
-1.75K
- 15.83%
$55.35 - $96.44 $96.7K - $168K
9.29K $549K
IHE
Ishares Tr

ETFs
-7.59K
- 54.54%
$65.36 - $72.85 $496K - $553K
6.33K $446K
CDW
Cdw Corp

Technology
-1.41K
- 8.4%
$160.26 - $206.13 $226K - $291K
15.4K $2.47M
MBB
Ishares Tr

ETFs
-8.47K
- 5.17%
$90.37 - $94.08 $765K - $797K
155K $14.6M
HOLX
Hologic Inc

Healthcare
-3.01K
- 11.96%
$60.7 - $73.77 $183K - $222K
22.2K $1.37M
KRC
Kilroy Realty Corp

Real Estate
-4.32K
- 10.95%
$32.02 - $40.63 $138K - $175K
35.1K $1.15M
ACM
Aecom

Industrials
-759
- 2.87%
$92.54 - $111.05 $70.2K - $84.3K
25.7K $2.38M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-5.35K
- 9.35%
$55.05 - $58.37 $294K - $312K
51.9K $2.88M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-5.98K
- 19.1%
$98.98 - $113.18 $592K - $677K
25.3K $2.87M
FRT
Federal Realty Investment Trust

Real Estate
-2.94K
- 27.17%
$94.7 - $111.82 $279K - $329K
7.89K $771K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-491
- 3.71%
$96.88 - $148.78 $47.6K - $73.1K
12.8K $1.28M
CRGY
Crescent Energy CO

Energy
-9.71K
- 10.01%
$10.3 - $16.74 $100K - $163K
87.3K $981K
FXI
Ishares Tr

ETFs
-17.1K
- 51.49%
$28.65 - $38.55 $490K - $659K
16.1K $577K
RDNT
Rad Net, Inc.

Healthcare
-2.17K
- 13.45%
$45.92 - $72.75 $99.6K - $158K
14K $693K
VREX
Varex Imaging Corp

Healthcare
-22.6K
- 40.3%
$11.52 - $15.2 $260K - $343K
33.5K $388K
INGR
Ingredion Inc

Consumer Defensive
-2.9K
- 19.25%
$125.6 - $137.36 $364K - $398K
12.2K $1.64M
PEBO
Peoples Bancorp Inc

Financial Services
-11.3K
- 25.7%
$29.2 - $33.78 $329K - $380K
32.5K $964K
CF
Cf Industries Holdings, Inc.

Basic Materials
-3.34K
- 14.78%
$75.03 - $97.25 $250K - $324K
19.2K $1.5M
WHD
Cactus, Inc.

Energy
-5.64K
- 44.63%
$43.48 - $63.78 $245K - $359K
6.99K $320K
EFX
Equifax Inc

Industrials
-79
- 0.22%
$235.63 - $278.34 $18.6K - $22K
35K $8.54M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1.88K
- 14.19%
$154.39 - $176.55 $289K - $331K
11.3K $1.78M
ARGX
Argenx Se

Healthcare
-403
- 5.53%
$571.0 - $671.75 $230K - $271K
6.89K $4.08M
MHO
M/I Homes, Inc.

Consumer Cyclical
-2.66K
- 49.23%
$113.46 - $138.33 $301K - $368K
2.74K $312K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-4.66K
- 9.31%
$14.67 - $22.01 $68.4K - $103K
45.4K $697K
MATW
Matthews International Corp

Industrials
-12.6K
- 56.78%
$22.24 - $31.33 $279K - $393K
9.56K $212K
ITGR
Integer Holdings Corp

Healthcare
-1.98K
- 17.49%
$115.16 - $144.36 $228K - $286K
9.36K $1.1M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-3.55K
- 9.8%
$96.18 - $109.82 $342K - $390K
32.7K $3.35M
CNS
Cohen & Steers, Inc.

Financial Services
-2.07K
- 10.96%
$75.52 - $92.6 $156K - $191K
16.8K $1.35M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.74K
- 2.32%
$72.7 - $84.32 $199K - $231K
115K $8.61M
CADE
Cadence Bank

Financial Services
-7.77K
- 21.11%
$29.1 - $35.93 $226K - $279K
29K $880K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-7.79K
- 23.08%
$61.25 - $72.83 $477K - $567K
26K $1.84M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-24.8K
- 19.82%
$8.61 - $10.05 $214K - $250K
100K $871K
CFLT
Confluent, Inc.

Technology
-2.92K
- 4.26%
$23.44 - $37.65 $68.5K - $110K
65.7K $1.54M
IVZ
Invesco Ltd.

Financial Services
-17.8K
- 38.14%
$14.82 - $19.34 $264K - $345K
28.9K $438K
PDCO
Patterson Companies, Inc.

Healthcare
-12.8K
- 21.51%
$30.8 - $31.25 $394K - $400K
46.7K $1.46M
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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