Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HMC
Honda Motor CO LTD

Consumer Cyclical
39.2K
+ 29.56%
$29.11 - $34.85 $1.14M - $1.37M
172K $5.3M
KR
Kroger CO

Consumer Defensive
34.1K
+ 17.65%
$64.52 - $74.35 $2.2M - $2.54M
227K $15.3M
TXT
Textron Inc

Industrials
15.1K
+ 33.96%
$77.02 - $87.21 $1.16M - $1.32M
59.5K $5.03M
BCO
Brinks CO

Industrials
8.37K
+ 48.0%
$85.19 - $117.52 $713K - $984K
25.8K $3.02M
HL
Hecla Mining CO

Basic Materials
73.6K
+ 79.15%
$5.59 - $12.1 $411K - $890K
167K $2.02M
FNV
Franco Nevada Corp

Basic Materials
2.49K
+ 16.25%
$154.4 - $222.91 $384K - $555K
17.8K $3.97M
AMSF
Amerisafe Inc

Financial Services
33.3K
+ 83.81%
N/A
72.9K $3.2M
GTLS
Chart Industries Inc

Industrials
5.01K
+ 39.81%
$162.6 - $200.28 $814K - $1M
17.6K $3.52M
NTES
Net Ease, Inc.

Communication Services
5.62K
+ 16.43%
$127.31 - $159.34 $715K - $895K
39.8K $6.05M
IBB
Ishares Biotechnology ETF

ETFs
1.93K
+ 2.94%
$127.63 - $144.37 $246K - $278K
67.4K $9.73M
ALL
Allstate Corp

Financial Services
1.08K
+ 1.19%
$192.0 - $214.65 $206K - $231K
91.7K $19.7M
F
Ford Motor CO

Consumer Cyclical
22.2K
+ 2.1%
$10.82 - $12.09 $241K - $269K
1.08M $12.9M
DVYE
Ishares Emerging Markets Divid

ETFs
10.2K
+ 0.93%
$28.5 - $30.64 $291K - $312K
1.1M $32.7M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
7.72K
+ 44.84%
$65.14 - $104.57 $503K - $808K
24.9K $2.52M
BKR
Baker Hughes CO

Energy
10.1K
+ 11.18%
$38.68 - $50.55 $391K - $511K
100K $4.89M
LFST
Life Stance Health Group, Inc.

Healthcare
260K
New
$3.79 - $5.63 $985K - $1.46M
260K $1.43M
ESNT
Essent Group Ltd.

Financial Services
21.5K
+ 105.69%
$55.69 - $65.48 $1.2M - $1.41M
41.8K $2.66M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.67K
+ 9.22%
$52.92 - $78.28 $247K - $365K
55.3K $4.06M
LOGI
Logitech International S.A.

Technology
7.36K
+ 23.68%
$89.67 - $113.08 $660K - $832K
38.4K $4.22M
ICFI
Icf International, Inc.

Industrials
13.3K
+ 59.98%
$82.78 - $100.58 $1.1M - $1.34M
35.5K $3.3M
JAMF
Jamf Holding Corp.

Technology
131K
+ 1228.16%
$7.14 - $11.56 $933K - $1.51M
141K $1.51M
SU
Suncor Energy Inc

Energy
16.2K
+ 9.7%
$37.83 - $43.02 $614K - $698K
184K $7.67M
CM
Canadian Imperial Bank Of Commerce

Financial Services
8.44K
+ 10.45%
$71.11 - $81.68 $600K - $689K
89.1K $7.12M
FSS
Federal Signal Corp

Industrials
7.29K
+ 17.01%
$104.86 - $129.8 $764K - $946K
50.1K $5.96M
RCI
Rogers Communications Inc

Communication Services
29.7K
+ 37.38%
$30.32 - $35.98 $899K - $1.07M
109K $3.76M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
59.3K
New
$23.53 - $23.75 $1.4M - $1.41M
59.3K $1.4M
AVIG
American Centy ETF Tr Avantis

ETFs
28.1K
+ 6.1%
$41.02 - $42.32 $1.15M - $1.19M
488K $20.5M
TTWO
Take Two Interactive Software Inc

Communication Services
3.14K
+ 8.44%
$217.37 - $259.96 $682K - $816K
40.3K $10.4M
OMF
One Main Holdings, Inc.

Financial Services
24.9K
+ 45.56%
$55.61 - $62.61 $1.39M - $1.56M
79.6K $4.49M
SNA
Snap On Inc

Industrials
2.71K
+ 22.0%
$313.01 - $346.53 $848K - $939K
15K $5.21M
MSCI
Msci Inc.

Financial Services
2.63K
+ 20.19%
$526.48 - $588.0 $1.39M - $1.55M
15.7K $8.89M
RYN
Rayonier Inc

Real Estate
47.1K
+ 169.13%
$22.68 - $27.11 $1.07M - $1.28M
74.9K $1.99M
PUK
Prudential PLC

Financial Services
29.4K
+ 15.94%
$24.27 - $28.15 $713K - $827K
214K $5.98M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.46K
+ 7.81%
$393.18 - $439.39 $576K - $643K
20.2K $8.8M
TXN
Texas Instruments Inc

Technology
6.98K
+ 3.23%
N/A
223K $43.3M
PSMT
Pricesmart Inc

Consumer Defensive
9.57K
+ 78.58%
$102.01 - $122.66 $976K - $1.17M
21.7K $2.64M
KE
Kimball Electronics, Inc.

Industrials
14.5K
+ 16.64%
$18.26 - $33.13 $264K - $479K
101K $3.03M
AOS
Smith A O Corp

Industrials
12.8K
+ 23.88%
$67.24 - $74.3 $858K - $948K
66.2K $4.86M
DY
Dycom Industries Inc

Industrials
2.66K
+ 21.8%
$244.32 - $294.01 $650K - $782K
14.9K $4.33M
BP
Bp PLC

Energy
4.48K
+ 1.7%
$30.25 - $35.69 $135K - $160K
269K $9.25M
HEI
Heico Corp

Industrials
4.28K
+ 61.57%
$304.5 - $337.56 $1.3M - $1.45M
11.2K $3.63M
EXPO
Exponent Inc

Industrials
21.1K
+ 90.38%
$68.33 - $77.6 $1.44M - $1.63M
44.4K $3.08M
JLL
Jones Lang Lasalle Inc

Real Estate
3.48K
+ 50.17%
$248.95 - $319.66 $866K - $1.11M
10.4K $3.1M
SITM
Sitime Corp

Technology
2.53K
+ 40.49%
$190.16 - $318.05 $481K - $805K
8.79K $2.65M
CHRD
Oasis Petroleum Inc.

Energy
12.6K
+ 59.49%
$99.37 - $114.13 $1.25M - $1.43M
33.7K $3.35M
ITA
Ishares Tr

ETFs
2.89K
+ 8.59%
$184.73 - $209.26 $534K - $605K
36.5K $7.65M
CVNA
Carvana Co.

Consumer Cyclical
1.46K
+ 7.9%
$326.09 - $392.66 $476K - $574K
20K $7.53M
PNW
Pinnacle West Capital Corp

Utilities
14.4K
+ 51.22%
$85.87 - $94.45 $1.24M - $1.36M
42.5K $3.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.6K
+ 8.69%
$55.61 - $57.37 $1.2M - $1.24M
270K $15.4M
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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