Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFG
West Fraser Timber Co., LTD

Basic Materials
-3.91K
- 49.71%
$75.63 - $92.16 $296K - $361K
3.96K $304K
BCE
Bce Inc

Communication Services
-15.1K
- 11.31%
$22.14 - $25.18 $334K - $380K
118K $2.72M
MTDR
Matador Resources CO

Energy
-4.11K
- 12.86%
$44.79 - $63.77 $184K - $262K
27.8K $1.42M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-18.8K
- 6.64%
$11.85 - $13.1 $223K - $247K
265K $3.21M
BOTZ
Global X Fds

ETFs
-321
- 0.31%
$28.46 - $34.53 $9.14K - $11.1K
103K $2.93M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-2.59K
- 2.24%
$58.79 - $65.0 $152K - $168K
113K $6.74M
BMBL
Bumble Inc.

Technology
-38.2K
- 73.49%
$4.3 - $8.64 $164K - $330K
13.8K $59K
PARR
Par Pacific Holdings, Inc.

Energy
-17.6K
- 33.45%
$12.4 - $18.4 $219K - $324K
35.1K $500K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-3.76K
- 24.53%
$38.82 - $64.98 $146K - $245K
11.6K $449K
MAIN
Main Street Capital Corp

Financial Services
-3.56K
- 4.51%
$54.71 - $63.1 $195K - $225K
75.4K $4.27M
CPB
Campbell Soup CO

Consumer Defensive
-6.39K
- 12.33%
$37.29 - $42.04 $238K - $269K
45.4K $1.81M
KBH
Kb Home

Consumer Cyclical
-2.3K
- 7.97%
$57.73 - $70.05 $133K - $161K
26.6K $1.54M
MATX
Matson, Inc.

Industrials
-1.84K
- 10.62%
$127.06 - $149.06 $234K - $275K
15.5K $1.99M
ABEV
Ambev S.A.

Consumer Defensive
-214K
- 67.07%
$1.77 - $2.37 $379K - $507K
105K $244K
TAC
Transalta Corp

Utilities
-8.1K
- 14.43%
$8.76 - $14.44 $70.9K - $117K
48K $448K
NNOX
Nano X Imaging Ltd.

Healthcare
-21.4K
- 20.26%
$5.0 - $9.97 $107K - $214K
84.3K $421K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
-18.9K
- 18.27%
$1.41 - $4.58 $26.7K - $86.6K
84.6K $124K
GCI
Gannett Co., Inc.

Communication Services
-49.9K
- 57.03%
$2.89 - $5.36 $144K - $267K
37.6K $108K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.56K
- 6.53%
$69.82 - $78.67 $179K - $201K
36.6K $2.58M
SLVM
Sylvamo Corp

Basic Materials
-1.75K
- 9.87%
$63.64 - $81.86 $111K - $143K
16K $1.07M
GEF
Greif, Inc

Consumer Cyclical
-4.69K
- 40.36%
$54.57 - $62.45 $256K - $293K
6.93K $381K
ICHR
Ichor Holdings, Ltd.

Technology
-7.21K
- 42.56%
$22.61 - $35.08 $163K - $253K
9.74K $220K
ALGT
Allegiant Travel CO

Industrials
-1.05K
- 16.35%
$51.65 - $105.3 $54.1K - $110K
5.36K $276K
SBSW
Sibanye Stillwater LTD

Basic Materials
-141K
- 55.88%
$3.19 - $4.58 $451K - $647K
112K $510K
FLNG
Flex Lng Ltd.

Energy
-14.1K
- 35.32%
$21.46 - $26.35 $303K - $372K
25.8K $593K
ARKO
Arko Corp.

Consumer Cyclical
-44.4K
- 80.15%
$3.83 - $7.82 $170K - $347K
11K $43K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-5.04K
- 9.93%
$17.57 - $25.81 $88.5K - $130K
45.7K $837K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-9.18K
- 11.37%
$25.93 - $29.28 $238K - $269K
71.5K $1.94M
MTD
Mettler Toledo International Inc

Healthcare
-156
- 5.15%
$1177.09 - $1390.0 $184K - $217K
2.87K $3.39M
EPI
Wisdomtree Tr India Earnings F

ETFs
-6.43K
- 29.88%
$40.08 - $45.85 $258K - $295K
15.1K $659K
FLGT
Fulgent Genetics, Inc.

Healthcare
-15.4K
- 48.61%
$15.28 - $18.95 $235K - $291K
16.3K $274K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-1.55K
- 6.12%
$43.49 - $58.8 $67.5K - $91.3K
23.8K $1.04M
TDOC
Teladoc Health, Inc.

Healthcare
-24.9K
- 25.7%
$7.96 - $14.33 $199K - $357K
72.1K $573K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-16.3K
- 9.22%
$17.53 - $17.87 $286K - $291K
160K $2.82M
EMBC
Embecta Corp.

Healthcare
-4.81K
- 15.83%
$12.28 - $20.93 $59K - $101K
25.6K $325K
ICF
Ishares Tr

ETFs
-12.1K
- 3.49%
$57.98 - $63.8 $702K - $772K
335K $20.6M
OTEX
Open Text Corp

Technology
-8.6K
- 30.24%
$25.11 - $30.39 $216K - $261K
19.9K $501K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-13.2K
- 33.43%
$16.12 - $20.1 $213K - $266K
26.3K $482K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-13.4K
- 19.34%
N/A
56.1K $1.26M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-5.45K
- 7.75%
$27.52 - $33.6 $150K - $183K
64.9K $1.93M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-4.3K
- 21.55%
$32.41 - $44.87 $139K - $193K
15.7K $507K
OC
Owens Corning

Industrials
-79
- 0.77%
$137.83 - $191.19 $10.9K - $15.1K
10.2K $1.46M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-3.95K
- 4.0%
$62.72 - $71.92 $248K - $284K
94.7K $5.97M
AVLV
American Centy ETF Tr Avantis
-2.08K
- 2.08%
$63.51 - $70.42 $132K - $146K
97.5K $6.36M
KIM
Kimco Realty Corp

Real Estate
-7.85K
- 13.83%
$20.15 - $23.42 $158K - $184K
48.9K $1.04M
VIS
Vanguard Industrial ETF

ETFs
-714
- 4.34%
$243.63 - $273.99 $174K - $196K
15.7K $3.89M
PAX
Patria Investments LTD

Financial Services
-23.6K
- 39.43%
$10.85 - $12.72 $256K - $300K
36.3K $409K
SNDR
Schneider National, Inc.

Industrials
-2.46K
- 6.88%
$22.65 - $30.73 $55.8K - $75.7K
33.3K $761K
SKX
Skechers Usa Inc

Consumer Cyclical
-2.87K
- 24.34%
$54.98 - $78.24 $158K - $224K
8.91K $505K
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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