Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEYE
Audioeye Inc

Technology
-211
- 0.3%
$10.97 - $20.27 $2.31K - $4.28K
69.6K $772K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-1.72K
- 1.8%
$58.38 - $64.16 $101K - $110K
93.9K $5.57M
COUR
Coursera, Inc.

Consumer Defensive
-25.2K
- 42.09%
$6.66 - $9.69 $168K - $244K
34.7K $230K
IQ
I Qiyi, Inc.

Communication Services
-146K
- 70.86%
$1.83 - $2.54 $267K - $370K
59.9K $135K
BXSL
Blackstone Secured Lending Fund

Financial Services
-11.1K
- 0.68%
$31.3 - $34.5 $347K - $383K
1.63M $52.6M
HLMN
Hillman Solutions Corp.

Industrials
-26.3K
- 54.78%
$8.69 - $10.5 $229K - $277K
21.8K $191K
IMKTA
Ingles Markets Inc

Consumer Defensive
-4.32K
- 41.66%
$59.95 - $67.47 $259K - $291K
6.04K $393K
GVA
Granite Construction Inc

Industrials
-1.37K
- 10.01%
$70.98 - $94.81 $97.2K - $130K
12.3K $928K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-19K
- 5.49%
$30.35 - $33.16 $575K - $629K
327K $10.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-765
- 2.68%
$96.85 - $111.39 $74.1K - $85.2K
27.8K $2.74M
BHP
Bhp Group LTD

Basic Materials
-4.56K
- 2.77%
$48.18 - $52.11 $220K - $238K
160K $7.76M
RLJ
Rlj Lodging Trust

Real Estate
-21.7K
- 52.38%
$7.89 - $10.07 $171K - $219K
19.7K $155K
SNAP
Snap Inc

Communication Services
-13K
- 17.65%
$8.37 - $12.57 $109K - $164K
60.7K $529K
SKYY
First Trust Cloud Computing Et

ETFs
-516
- 4.19%
$102.23 - $131.18 $52.8K - $67.7K
11.8K $1.21M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.53K
- 1.37%
$75.99 - $81.58 $116K - $125K
110K $8.43M
DXC
Dxc Technology CO

Technology
-11.1K
- 48.36%
$16.43 - $22.61 $183K - $252K
11.9K $202K
ARW
Arrow Electronics Inc

Technology
-1.58K
- 15.62%
$101.93 - $119.3 $161K - $188K
8.52K $884K
TRN
Trinity Industries Inc

Industrials
-4.06K
- 19.87%
$28.06 - $39.45 $114K - $160K
16.4K $459K
CAC
Camden National Corp

Financial Services
-4K
- 9.59%
$40.28 - $46.52 $161K - $186K
37.6K $1.52M
TDW
Tidewater Inc

Energy
-2.54K
- 21.41%
$39.93 - $57.69 $102K - $147K
9.33K $394K
MOS
Mosaic CO

Basic Materials
-12.8K
- 32.73%
$23.08 - $28.8 $296K - $370K
26.4K $712K
RGA
Reinsurance Group Of America Inc

Financial Services
-341
- 3.14%
$186.01 - $231.1 $63.4K - $78.8K
10.5K $2.07M
AVNT
Avient Corp

Basic Materials
-3.45K
- 10.5%
$36.91 - $44.21 $127K - $152K
29.4K $1.09M
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.23K
- 9.05%
$34.43 - $37.49 $180K - $196K
52.5K $1.92M
AIQ
Global X Funds Global X Artifi

ETFs
-4.46K
- 12.51%
$36.38 - $42.77 $162K - $191K
31.2K $1.13M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
-2.25K
- 8.17%
$23.27 - $31.93 $52.3K - $71.8K
25.3K $588K
MAS
Masco Corp

Industrials
-1.17K
- 2.24%
$68.67 - $81.85 $80.3K - $95.7K
51K $3.54M
SONO
Sonos Inc

Technology
-9.6K
- 30.93%
$10.67 - $15.08 $102K - $145K
21.4K $228K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-300
- 1.46%
$78.26 - $95.21 $23.5K - $28.6K
20.2K $1.58M
NEO
Neogenomics Inc

Healthcare
-8.43K
- 37.76%
$9.09 - $18.61 $76.6K - $157K
13.9K $131K
AVTR
Avantor, Inc.

Basic Materials
-990
- 2.24%
$15.5 - $22.57 $15.3K - $22.3K
43.3K $701K
NOG
Northern Oil & Gas, Inc.

Energy
-879
- 3.0%
$26.89 - $42.07 $23.6K - $37K
28.5K $860K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.66K
- 24.15%
$82.77 - $101.84 $138K - $169K
5.23K $441K
NICE
Nice Ltd.

Technology
-691
- 8.91%
$139.18 - $178.5 $96.2K - $123K
7.07K $1.09M
DFAE
Dimensional ETF Tr

ETFs
-41.9K
- 2.59%
$24.64 - $26.86 $1.03M - $1.12M
1.58M $40.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.15K
- 1.78%
$65.27 - $71.18 $140K - $153K
119K $7.86M
SWK
Stanley Black & Decker, Inc.

Industrials
-1.77K
- 6.74%
$76.43 - $90.41 $135K - $160K
24.5K $1.88M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-2.74K
- 3.3%
$66.28 - $72.04 $182K - $197K
80.3K $5.5M
UEC
Uranium Energy Corp

Energy
-3.5K
- 3.24%
$4.77 - $8.2 $16.7K - $28.7K
105K $499K
CPRI
Capri Holdings LTD

Consumer Cyclical
-9.78K
- 44.61%
$19.02 - $25.84 $186K - $253K
12.1K $239K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-1.26K
- 4.56%
$56.68 - $73.5 $71.4K - $92.6K
26.4K $1.68M
VVR
Invesco Senior Income Trust

Financial Services
-23.8K
- 3.63%
$3.55 - $4.15 $84.4K - $98.6K
631K $2.36M
MFM
Mfs Municipal Income Trust

Financial Services
-39.1K
- 17.59%
$5.3 - $5.59 $207K - $218K
183K $969K
ALRM
Alarm.Com Holdings, Inc.

Technology
-1.87K
- 8.35%
$55.65 - $63.82 $104K - $119K
20.5K $1.14M
CNQ
Canadian Natural Resources LTD

Energy
-6.79K
- 6.54%
$26.72 - $32.74 $181K - $222K
97K $2.99M
OCFC
Oceanfirst Financial Corp

Financial Services
-9.63K
- 19.47%
$16.44 - $19.15 $158K - $184K
39.8K $677K
CLOU
Global X Fds Cloud Computing E

ETFs
-7.82K
- 44.26%
$20.99 - $26.34 $164K - $206K
9.84K $206K
DBX
Dropbox, Inc.

Technology
-1.53K
- 2.89%
$24.55 - $33.27 $37.6K - $51K
51.5K $1.38M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-10.2K
- 43.45%
$21.49 - $22.24 $219K - $227K
13.3K $294K
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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