Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMTC
Semtech Corp

Technology
8.15K
+ 30.06%
$42.59 - $71.45 $347K - $582K
35.2K $2.52M
KRE
Spdr S&P Regional Banking ETF

ETFs
20.1K
+ 343.92%
$58.82 - $66.17 $1.18M - $1.33M
25.9K $1.64M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
22.5K
New
$53.42 - $57.07 $1.2M - $1.28M
22.5K $1.28M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
45.8K
New
$26.92 - $28.6 $1.23M - $1.31M
45.8K $1.28M
AIT
Applied Industrial Technologies Inc

Industrials
3.29K
+ 22.63%
$242.14 - $275.72 $797K - $908K
17.8K $4.66M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
12.8K
+ 14.33%
$23.52 - $33.89 $300K - $433K
102K $3.41M
ENS
Ener Sys

Industrials
9.68K
+ 147.74%
$86.09 - $112.96 $834K - $1.09M
16.2K $1.83M
IDA
Idacorp Inc

Utilities
7.03K
+ 34.71%
$115.16 - $132.15 $809K - $929K
27.3K $3.6M
VLY
Valley National Bancorp

Financial Services
102K
+ 94.26%
$9.18 - $11.1 $938K - $1.13M
211K $2.23M
ARLP
Alliance Resource Partners LP

Energy
51.3K
+ 124.75%
$22.54 - $28.0 $1.16M - $1.44M
92.5K $2.34M
THG
Hanover Insurance Group, Inc.

Financial Services
5.71K
+ 30.75%
$162.08 - $182.1 $926K - $1.04M
24.3K $4.41M
MTZ
Mastec Inc

Industrials
4.66K
+ 74.88%
$168.23 - $212.81 $784K - $991K
10.9K $2.32M
NI
Nisource Inc.

Utilities
24.6K
+ 39.23%
$39.0 - $43.33 $960K - $1.07M
87.4K $3.78M
SOXX
Ishares Semiconductor ETF

ETFs
2.31K
+ 11.99%
$236.93 - $271.12 $546K - $625K
21.5K $5.84M
MTD
Mettler Toledo International Inc

Healthcare
858
+ 24.01%
$1166.48 - $1324.06 $1M - $1.14M
4.43K $5.44M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
11.9K
+ 36.12%
$87.07 - $93.06 $1.03M - $1.1M
44.7K $4.09M
SPXC
Spx Corp

Industrials
4.21K
+ 17.76%
$168.95 - $204.31 $711K - $860K
27.9K $5.21M
SON
Sonoco Products CO

Consumer Cyclical
29K
+ 117.66%
$42.77 - $48.68 $1.24M - $1.41M
53.6K $2.31M
NEU
Newmarket Corp

Basic Materials
1.24K
+ 84.57%
$680.5 - $848.94 $847K - $1.06M
2.72K $2.25M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
14.1K
+ 11.31%
$40.68 - $46.33 $573K - $652K
139K $6.29M
EBC
Eastern Bankshares, Inc.

Financial Services
32.9K
+ 15.0%
$15.03 - $18.34 $495K - $604K
252K $4.58M
CUZ
Cousins Properties Inc

Real Estate
44.2K
+ 93.66%
$26.53 - $29.82 $1.17M - $1.32M
91.5K $2.65M
CNQ
Canadian Natural Resources LTD

Energy
36.1K
+ 29.59%
$29.31 - $32.93 $1.06M - $1.19M
158K $5.06M
MTCH
Match Group, Inc.

Communication Services
31.7K
+ 140.8%
$31.83 - $38.77 $1.01M - $1.23M
54.2K $1.91M
DG
Dollar General Corp

Consumer Defensive
19.5K
+ 26.81%
$101.86 - $116.32 $1.99M - $2.27M
92.5K $9.56M
CIVI
Civitas Resources, Inc.

Energy
29.8K
+ 61.75%
$27.85 - $37.37 $830K - $1.11M
78K $2.54M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
37.9K
+ 57.91%
$29.81 - $34.07 $1.13M - $1.29M
103K $3.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
9.5K
+ 23.25%
$56.32 - $68.81 $535K - $654K
50.4K $3.47M
STAG
Stag Industrial, Inc.

Real Estate
34.7K
+ 144.27%
$34.28 - $36.97 $1.19M - $1.28M
58.8K $2.07M
RMD
Resmed Inc

Healthcare
2.56K
+ 8.08%
$252.01 - $293.73 $645K - $752K
34.3K $9.38M
WES
Western Midstream Partners, LP

Energy
30.4K
+ 442.28%
$37.5 - $41.18 $1.14M - $1.25M
37.3K $1.47M
RDY
Dr Reddys Laboratories LTD

Healthcare
168K
+ 15.34%
$13.33 - $15.08 $2.24M - $2.53M
1.26M $17.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.5K
+ 2.5%
$131.47 - $143.64 $328K - $359K
102K $14.5M
AYI
Acuity Brands Inc

Industrials
2.83K
+ 59.86%
$287.07 - $344.52 $811K - $974K
7.55K $2.6M
ATHM
Autohome Inc.

Communication Services
38.1K
+ 106.76%
$26.08 - $29.92 $994K - $1.14M
73.8K $2.11M
AGX
Argan Inc

Industrials
1.4K
+ 8.58%
$202.53 - $271.07 $283K - $379K
17.7K $4.78M
RDNT
Rad Net, Inc.

Healthcare
9.27K
+ 37.68%
$52.53 - $77.24 $487K - $716K
33.9K $2.58M
PLXS
Plexus Corp

Technology
6.85K
+ 34.0%
$118.29 - $145.34 $810K - $995K
27K $3.91M
CVLT
Commvault Systems Inc

Technology
4.53K
+ 20.28%
$163.43 - $195.41 $741K - $886K
26.9K $5.08M
WBS
Webster Financial Corp

Financial Services
14.6K
+ 22.83%
$55.19 - $62.92 $807K - $920K
78.6K $4.67M
AVLV
American Centy ETF Tr Avantis
10.5K
+ 10.25%
$68.33 - $72.69 $719K - $765K
113K $8.18M
CRUS
Cirrus Logic, Inc.

Technology
6.42K
+ 36.37%
$97.25 - $127.45 $625K - $818K
24.1K $3.02M
INVH
Invitation Homes Inc.

Real Estate
45.4K
+ 100.76%
$28.9 - $32.78 $1.31M - $1.49M
90.5K $2.65M
VMI
Valmont Industries Inc

Industrials
1.69K
+ 20.09%
$328.58 - $387.73 $556K - $656K
10.1K $3.92M
ESLT
Elbit Systems LTD

Industrials
1.49K
+ 21.68%
$429.99 - $509.8 $639K - $758K
8.34K $4.25M
SNX
Td Synnex Corp

Technology
4.77K
+ 34.34%
$135.82 - $166.01 $648K - $792K
18.7K $3.06M
MTH
Meritage Homes Corp

Consumer Cyclical
13.9K
+ 45.78%
$67.34 - $82.83 $934K - $1.15M
44.2K $3.2M
HUN
Huntsman Corp

Basic Materials
139K
+ 253.78%
$8.87 - $12.07 $1.23M - $1.68M
194K $1.74M
EFV
Msci Eafe Value ETF

ETFs
3.74K
+ 1.78%
$62.79 - $68.42 $235K - $256K
213K $14.5M
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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