Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRNS
Varonis Systems Inc

Technology
23.3K
+ 47.55%
$49.58 - $59.83 $1.15M - $1.39M
72.3K $4.15M
IWV
Ishares Russell 3000 ETF

ETFs
1.71K
+ 4.68%
$351.04 - $379.81 $599K - $648K
38.2K $14.5M
STNG
Scorpio Tankers Inc.

Energy
18.1K
+ 46.87%
$39.9 - $60.85 $721K - $1.1M
56.6K $3.17M
HUM
Humana Inc

Healthcare
4.5K
+ 14.4%
$220.41 - $312.0 $993K - $1.41M
35.8K $9.31M
ITT
Itt Inc.

Industrials
6.4K
+ 27.18%
$155.93 - $182.88 $998K - $1.17M
29.9K $5.35M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14.5K
+ 45.97%
$90.62 - $107.71 $1.31M - $1.56M
45.9K $4.52M
LVS
Las Vegas Sands Corp

Consumer Cyclical
21.3K
+ 43.48%
$47.38 - $57.71 $1.01M - $1.23M
70.4K $3.79M
IXUS
Ishares Tr

ETFs
12.3K
+ 10.29%
$76.35 - $82.58 $941K - $1.02M
132K $10.9M
AVSF
American Centy ETF Tr Avantis

ETFs
33.5K
+ 9.4%
$46.71 - $47.3 $1.57M - $1.59M
390K $18.4M
APAM
Artisan Partners Asset Management Inc.

Financial Services
37.8K
New
$43.4 - $48.34 $1.64M - $1.83M
37.8K $1.64M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
52.8K
+ 4.55%
$22.89 - $23.7 $1.21M - $1.25M
1.21M $28.6M
XLC
Select Sector Spdr Tr Communic

ETFs
8.25K
+ 12.5%
$105.99 - $119.41 $874K - $985K
74.3K $8.79M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
18.6K
+ 24.66%
$42.78 - $54.29 $794K - $1.01M
93.9K $4.87M
DFAI
Dimensional ETF Tr

ETFs
11.9K
+ 1.78%
$34.05 - $36.55 $405K - $435K
681K $24.7M
LFUS
Littelfuse Inc

Technology
4.33K
+ 28.68%
$228.23 - $271.17 $989K - $1.18M
19.4K $5.04M
FE
Firstenergy Corp

Utilities
27.3K
+ 42.58%
$39.76 - $45.82 $1.09M - $1.25M
91.5K $4.19M
CINF
Cincinnati Financial Corp

Financial Services
4.19K
+ 4.08%
$145.8 - $158.1 $611K - $663K
107K $16.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
59.6K
+ 5.62%
$24.69 - $25.26 $1.47M - $1.5M
1.12M $28.1M
ROK
Rockwell Automation, Inc

Industrials
2.97K
+ 9.15%
$328.67 - $358.52 $975K - $1.06M
35.4K $12.4M
OMC
Omnicom Group Inc.

Communication Services
13.4K
+ 25.71%
$70.41 - $81.53 $945K - $1.09M
65.6K $5.35M
CBRE
Cbre Group, Inc.

Real Estate
4.79K
+ 9.95%
$137.04 - $165.9 $656K - $795K
52.9K $8.34M
FTS
Fortis Inc.

Utilities
26.6K
+ 34.25%
$46.83 - $50.85 $1.25M - $1.35M
104K $5.29M
JBHT
Hunt J B Transport Services Inc

Industrials
13.5K
+ 56.03%
$130.65 - $154.66 $1.76M - $2.09M
37.6K $5.04M
UHS
Universal Health Services Inc

Healthcare
6.56K
+ 63.54%
$154.95 - $204.44 $1.02M - $1.34M
16.9K $3.45M
AVAV
Aero Vironment Inc

Industrials
4.37K
+ 65.61%
$226.08 - $314.89 $987K - $1.37M
11K $3.47M
AL
Air Lease Corp

Industrials
23.5K
+ 165.24%
$54.35 - $64.28 $1.28M - $1.51M
37.7K $2.4M
IVZ
Invesco Ltd.

Financial Services
58K
+ 181.07%
$16.17 - $23.0 $937K - $1.33M
90K $2.06M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
41.3K
+ 25.4%
$14.96 - $19.64 $618K - $811K
204K $4.01M
GNRC
Generac Holdings Inc.

Industrials
4.86K
+ 15.79%
$146.61 - $202.85 $712K - $985K
35.6K $5.96M
CB
Chubb LTD

Financial Services
9.47K
+ 6.32%
$265.99 - $289.59 $2.52M - $2.74M
159K $44.9M
AFG
American Financial Group Inc

Financial Services
6.61K
+ 21.89%
$122.42 - $145.72 $809K - $963K
36.8K $5.36M
WK
Workiva Inc

Technology
16.7K
+ 283.19%
$63.83 - $86.08 $1.07M - $1.44M
22.6K $1.95M
TECL
Direxion Daily Technology Bull

ETFs
10.6K
+ 153.62%
$91.12 - $125.66 $970K - $1.34M
17.6K $2.19M
CMC
Commercial Metals CO

Basic Materials
18.8K
+ 34.68%
$50.28 - $59.79 $947K - $1.13M
73.1K $4.19M
THRM
Gentherm Inc

Consumer Cyclical
30.1K
+ 34.23%
$29.73 - $37.17 $896K - $1.12M
118K $4.02M
CNO
Cno Financial Group, Inc.

Financial Services
38.5K
+ 439.37%
$35.49 - $40.41 $1.37M - $1.56M
47.3K $1.87M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.9K
+ 25.33%
$53.81 - $57.52 $1.18M - $1.26M
108K $6.24M
CPT
Camden Property Trust

Real Estate
14.9K
+ 141.14%
$104.05 - $115.69 $1.55M - $1.73M
25.5K $2.72M
NTRS
Northern Trust Corp

Financial Services
9.61K
+ 31.55%
$123.6 - $134.6 $1.19M - $1.29M
40.1K $5.39M
CVBF
Cvb Financial Corp

Financial Services
80.1K
New
$18.37 - $21.19 $1.47M - $1.7M
80.1K $1.51M
ADSK
Autodesk, Inc.

Technology
6.15K
+ 13.75%
N/A
50.9K $12.5M
HST
Host Hotels & Resorts, Inc.

Real Estate
76.9K
+ 67.21%
$15.27 - $17.68 $1.17M - $1.36M
191K $3.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.65K
+ 1.64%
$182.33 - $194.5 $302K - $322K
102K $19.9M
GPS
Gap Inc

Consumer Cyclical
74.2K
+ 301.83%
N/A
98.8K $1.99M
PTC
Ptc Inc.

Technology
5.2K
+ 36.31%
$173.07 - $216.53 $900K - $1.13M
19.5K $3.96M
ADM
Archer Daniels Midland CO

Consumer Defensive
12.5K
+ 11.62%
$53.54 - $64.21 $669K - $802K
120K $7.17M
WPP
Wpp PLC

Communication Services
72.5K
+ 222.36%
$23.63 - $36.37 $1.71M - $2.64M
105K $2.63M
DTE
Dte Energy CO

Utilities
5.67K
+ 7.57%
$130.26 - $141.49 $738K - $802K
80.5K $11.4M
KIM
Kimco Realty Corp

Real Estate
65.2K
+ 114.18%
$20.74 - $22.79 $1.35M - $1.49M
122K $2.67M
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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