Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
505K
+ 2.27%
$620.67 - $670.08 $314M - $339M
22.7M $15.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10M
+ 8.74%
$72.57 - $74.72 $729M - $751M
125M $9.29B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.1M
+ 13.18%
$39.8 - $42.86 $523M - $563M
113M $4.83B
NVDA
Nvidia Corp

Technology
2.34M
+ 25.56%
$153.3 - $186.58 $358M - $436M
11.5M $2.14B
AAPL
Apple Inc.

Technology
710K
+ 6.97%
$202.38 - $256.87 $144M - $182M
10.9M $2.77B
SPMD
Spdr Portfolio

ETFs
4.9M
+ 5.9%
$54.43 - $58.29 $267M - $286M
88M $5.03B
AVDV
American Centy ETF Tr Avantis

ETFs
2.23M
+ 12.14%
$79.24 - $89.03 $177M - $199M
20.6M $1.84B
AVUV
American Centy ETF Tr Avantis

ETFs
2.21M
+ 15.12%
$90.37 - $102.12 $199M - $225M
16.8M $1.67B
MSFT
Microsoft Corp

Technology
429K
+ 14.71%
$491.09 - $535.64 $211M - $230M
3.34M $1.73B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.46M
+ 12.14%
$63.41 - $69.69 $156M - $171M
22.7M $1.55B
GOOGL
Alphabet Inc.

Communication Services
266K
+ 11.59%
$174.36 - $254.72 $46.4M - $67.8M
2.56M $623M
AVGO
Broadcom Inc.

Technology
437K
+ 40.4%
$264.74 - $369.57 $116M - $161M
1.52M $501M
SPY
Spdr S&P 500 ETF Trust

ETFs
52.9K
+ 1.81%
$617.65 - $666.84 $32.7M - $35.3M
2.98M $1.99B
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.32M
+ 8.88%
$40.94 - $42.85 $136M - $142M
40.7M $1.71B
GOOG
Alphabet Inc.

Communication Services
108K
+ 6.43%
$175.16 - $255.24 $18.9M - $27.6M
1.79M $435M
TSLA
Tesla, Inc.

Consumer Cyclical
53.4K
+ 6.22%
$293.94 - $444.72 $15.7M - $23.7M
912K $405M
MUB
Ishares National Muni Bond ETF

ETFs
851K
+ 6.9%
$103.24 - $106.68 $87.9M - $90.8M
13.2M $1.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
927K
+ 3.63%
$81.75 - $84.54 $75.8M - $78.4M
26.4M $2.22B
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.4M
+ 7.5%
$30.02 - $30.29 $102M - $103M
48.8M $1.48B
IEMG
Ishares Inc

ETFs
1.87M
+ 2.55%
N/A
75.1M $4.03B
ORCL
Oracle Corp

Technology
157K
+ 18.73%
$218.96 - $328.33 $34.3M - $51.4M
992K $279M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51.1K
+ 3.8%
$567.77 - $614.76 $29M - $31.4M
1.39M $854M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.4M
+ 9.31%
$58.97 - $60.36 $82.6M - $84.6M
16.5M $988M
AMZN
Amazon Com Inc

Consumer Cyclical
366K
+ 10.43%
$211.65 - $238.24 $77.5M - $87.2M
3.88M $851M
ABBV
Abb Vie Inc.

Healthcare
131K
+ 15.62%
$184.85 - $231.54 $24.2M - $30.3M
970K $225M
AMAT
Applied Materials Inc

Technology
304K
+ 117.32%
$156.25 - $204.95 $47.4M - $62.2M
562K $115M
JPM
Jpmorgan Chase & CO

Financial Services
96K
+ 7.03%
$282.78 - $316.06 $27.1M - $30.3M
1.46M $461M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29.5K
+ 1.07%
$459.11 - $506.91 $13.6M - $15M
2.79M $1.4B
LLY
Eli Lilly & CO

Healthcare
86.1K
+ 32.24%
$625.65 - $812.69 $53.9M - $70M
353K $269M
CAT
Caterpillar Inc

Industrials
68K
+ 24.63%
$390.92 - $477.15 $26.6M - $32.4M
344K $164M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39.9K
+ 6.08%
$546.99 - $602.2 $21.8M - $24M
696K $418M
JNJ
Johnson & Johnson

Healthcare
89.1K
+ 8.44%
$155.17 - $185.42 $13.8M - $16.5M
1.15M $212M
HD
Home Depot, Inc.

Consumer Cyclical
69.8K
+ 12.85%
$357.4 - $423.42 $24.9M - $29.5M
613K $248M
PLTR
Palantir Technologies Inc.

Technology
128K
+ 26.49%
$130.68 - $186.97 $16.8M - $24M
613K $112M
BAC
Bank Of America Corp

Financial Services
482K
+ 15.77%
$44.92 - $52.42 $21.6M - $25.2M
3.54M $182M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
34.7K
+ 6.52%
$224.68 - $282.71 $7.79M - $9.8M
567K $158M
AMD
Advanced Micro Devices Inc

Technology
171K
+ 38.66%
$134.8 - $184.42 $23M - $31.5M
612K $99M
APP
App Lovin Corp

Technology
5.24K
+ 6.39%
$335.1 - $718.54 $1.76M - $3.77M
87.3K $62.7M
PLD
Prologis, Inc.

Real Estate
286K
+ 303.21%
$104.08 - $115.35 $29.7M - $33M
380K $43.5M
WMT
Walmart Inc.

Consumer Defensive
189K
+ 9.0%
$94.4 - $104.27 $17.8M - $19.7M
2.29M $236M
V
Visa Inc.

Financial Services
109K
+ 16.61%
$332.09 - $358.86 $36.1M - $39M
763K $260M
CVX
Chevron Corp

Energy
128K
+ 20.58%
$145.57 - $161.83 $18.6M - $20.7M
748K $116M
MS
Morgan Stanley

Financial Services
135K
+ 46.51%
$139.09 - $161.16 $18.7M - $21.7M
424K $67.4M
BX
Blackstone Inc.

Financial Services
118K
+ 44.45%
$152.77 - $188.68 $18M - $22.2M
383K $65.5M
MU
Micron Technology Inc

Technology
101K
+ 56.16%
$104.88 - $168.89 $10.6M - $17M
280K $46.9M
WFC
Wells Fargo & Company

Financial Services
250K
+ 26.42%
$77.05 - $85.16 $19.3M - $21.3M
1.2M $100M
DFSV
Dimensional ETF Tr Dimensional

ETFs
589K
+ 42.27%
$29.2 - $32.74 $17.2M - $19.3M
1.98M $63.1M
XOM
Exxon Mobil Corp

Energy
111K
+ 6.31%
$105.83 - $117.22 $11.8M - $13.1M
1.88M $212M
SNPS
Synopsys Inc

Technology
44.2K
+ 132.17%
$387.78 - $645.35 $17.2M - $28.6M
77.7K $38.3M
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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