Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MANH
Manhattan Associates Inc

Technology
8.67K
+ 52.61%
$196.16 - $227.94 $1.7M - $1.98M
25.1K $5.15M
OHI
Omega Healthcare Investors Inc

Real Estate
37.4K
+ 66.49%
$36.29 - $43.34 $1.36M - $1.62M
93.7K $3.95M
REXR
Rexford Industrial Realty, Inc.

Real Estate
40.5K
+ 100.92%
$35.43 - $43.53 $1.44M - $1.76M
80.7K $3.32M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.09K
+ 12.39%
$163.62 - $210.2 $670K - $861K
37.1K $7.26M
MOS
Mosaic CO

Basic Materials
55.4K
+ 150.42%
$30.93 - $37.81 $1.71M - $2.1M
92.3K $3.2M
MGC
Vanguard Mega Cap ETF

ETFs
1.99K
+ 2.8%
$224.2 - $245.55 $447K - $489K
73.2K $17.9M
SHW
Sherwin Williams CO

Basic Materials
4.8K
+ 7.96%
$330.88 - $375.23 $1.59M - $1.8M
65.1K $22.6M
ORI
Old Republic International Corp

Financial Services
34.6K
+ 37.69%
$35.74 - $42.47 $1.24M - $1.47M
126K $5.36M
UMBF
Umb Financial Corp

Financial Services
7.45K
+ 10.37%
$106.84 - $125.59 $796K - $936K
79.3K $9.39M
CABO
Cable One, Inc.

Communication Services
9.56K
+ 295.15%
$119.56 - $177.68 $1.14M - $1.7M
12.8K $2.27M
OVV
Ovintiv Inc.

Energy
43.7K
+ 179.66%
$38.53 - $43.17 $1.68M - $1.89M
68K $2.75M
CHT
Chunghwa Telecom CO LTD

Communication Services
63.5K
+ 20.02%
$43.4 - $46.95 $2.76M - $2.98M
381K $16.6M
CLX
Clorox CO

Consumer Defensive
13.9K
+ 41.86%
$117.67 - $131.43 $1.63M - $1.83M
47.1K $5.8M
MHK
Mohawk Industries Inc

Consumer Cyclical
13.4K
+ 358.85%
$107.23 - $139.75 $1.44M - $1.87M
17.1K $2.21M
TTMI
Ttm Technologies Inc

Technology
13.1K
+ 20.82%
$40.06 - $57.75 $525K - $757K
76.1K $4.38M
WTS
Watts Water Technologies Inc

Industrials
4.95K
+ 39.27%
$247.02 - $285.86 $1.22M - $1.42M
17.6K $4.91M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
16.4K
+ 333.34%
$64.22 - $99.03 $1.05M - $1.62M
21.3K $2.11M
INGR
Ingredion Inc

Consumer Defensive
16.1K
+ 114.78%
$121.01 - $138.21 $1.95M - $2.22M
30.1K $3.68M
MTG
Mgic Investment Corp

Financial Services
61.6K
+ 170.39%
$25.06 - $28.92 $1.54M - $1.78M
97.7K $2.77M
FOLD
Amicus Therapeutics, Inc.

Healthcare
165K
+ 76.17%
$5.84 - $8.57 $962K - $1.41M
381K $3M
GHC
Graham Holdings CO

Consumer Defensive
741
+ 19.26%
$882.65 - $1184.8 $654K - $878K
4.59K $5.4M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.96K
+ 11.78%
$96.73 - $137.09 $383K - $543K
37.6K $4.98M
CARR
Carrier Global Corp

Industrials
132K
+ 29.07%
$58.75 - $80.73 $7.73M - $10.6M
585K $34.9M
ENR
Energizer Holdings, Inc.

Industrials
60.5K
+ 117.1%
$21.07 - $29.86 $1.27M - $1.81M
112K $2.79M
KHC
Kraft Heinz CO

Consumer Defensive
66K
+ 58.29%
$25.63 - $28.94 $1.69M - $1.91M
179K $4.67M
ZWS
Zurn Water Solutions Corp

Industrials
24.1K
+ 41.79%
$36.48 - $47.94 $881K - $1.16M
81.9K $3.85M
IWN
Ishares Russell2000 Val ETF

ETFs
792
+ 0.94%
$157.1 - $178.94 $124K - $142K
84.7K $15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.4K
+ 2.77%
$27.61 - $29.15 $591K - $624K
794K $23.1M
FSLR
First Solar, Inc.

Technology
2.02K
+ 8.66%
$160.84 - $223.53 $325K - $452K
25.4K $5.59M
PKX
Posco Holdings Inc.

Basic Materials
33.6K
+ 32.34%
$48.73 - $61.15 $1.64M - $2.05M
137K $6.77M
KGC
Kinross Gold Corp

Basic Materials
27.4K
+ 24.32%
$15.19 - $24.85 $417K - $682K
140K $3.48M
GFF
Griffon Corp

Industrials
22.3K
+ 340.95%
$67.97 - $82.65 $1.51M - $1.84M
28.8K $2.19M
VHT
Vanguard Health Care ETF

ETFs
3.29K
+ 4.28%
$239.12 - $259.95 $787K - $855K
80.2K $20.8M
PNFP
Pinnacle Financial Partners Inc

Financial Services
23.1K
+ 85.16%
$86.13 - $119.63 $1.99M - $2.76M
50.3K $4.71M
DNP
Dnp Select Income Fund Inc

Financial Services
166K
+ 68.17%
$9.65 - $10.02 $1.6M - $1.66M
409K $4.09M
NWSA
News Corp

Communication Services
53.6K
+ 82.51%
$28.38 - $31.03 $1.52M - $1.66M
118K $3.64M
MOD
Modine Manufacturing CO

Consumer Cyclical
6.75K
+ 39.81%
$90.02 - $158.57 $608K - $1.07M
23.7K $3.37M
NDAQ
Nasdaq, Inc.

Financial Services
20K
+ 27.39%
$86.73 - $96.94 $1.74M - $1.94M
93.1K $8.24M
AIQ
Global X Funds Global X Artifi

ETFs
29.9K
+ 76.24%
$43.2 - $49.66 $1.29M - $1.48M
69.1K $3.41M
UTHR
United Therapeutics Corp

Healthcare
2.71K
+ 63.37%
$274.7 - $438.75 $743K - $1.19M
6.98K $2.92M
REG
Regency Centers Corp

Real Estate
22.9K
+ 152.39%
$68.62 - $73.81 $1.57M - $1.69M
37.9K $2.76M
EHC
Encompass Health Corp

Healthcare
12.3K
+ 43.58%
$107.13 - $127.02 $1.32M - $1.57M
40.7K $5.17M
GL
Globe Life Inc.

Financial Services
7.02K
+ 19.05%
$117.6 - $146.55 $826K - $1.03M
43.9K $6.27M
EGP
Eastgroup Properties Inc

Real Estate
9.92K
+ 247.49%
$159.46 - $169.88 $1.58M - $1.68M
13.9K $2.36M
TSN
Tyson Foods, Inc.

Consumer Defensive
31.8K
+ 114.35%
$52.3 - $57.69 $1.67M - $1.84M
59.7K $3.24M
AVB
Avalonbay Communities Inc

Real Estate
9.35K
+ 78.27%
$182.72 - $204.51 $1.71M - $1.91M
21.3K $4.11M
VECO
Veeco Instruments Inc

Technology
29.1K
+ 37.47%
$19.94 - $30.43 $581K - $887K
107K $3.25M
ESTC
Elastic N.V.

Technology
19.8K
+ 233.99%
$72.54 - $92.3 $1.43M - $1.82M
28.2K $2.38M
NVT
N Vent Electric PLC

Industrials
6.17K
+ 14.76%
$72.16 - $100.25 $445K - $619K
48K $4.73M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email