Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RNA
Avidity Biosciences, Inc.

Healthcare
13.1K
+ 33.3%
$28.46 - $50.36 $372K - $658K
52.3K $2.28M
FCN
Fti Consulting, Inc

Industrials
7.2K
+ 73.51%
$157.99 - $174.18 $1.14M - $1.25M
17K $2.75M
IMKTA
Ingles Markets Inc

Consumer Defensive
15.5K
+ 114.09%
$59.62 - $70.62 $926K - $1.1M
29.1K $2.03M
ESE
Esco Technologies Inc

Technology
3.9K
+ 22.05%
$185.22 - $217.75 $722K - $849K
21.6K $4.56M
ACIW
Aci Worldwide, Inc.

Technology
17.8K
+ 55.24%
$40.74 - $52.9 $726K - $943K
50.1K $2.64M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
54.4K
+ 77.57%
$16.23 - $20.39 $882K - $1.11M
124K $2.34M
ROL
Rollins Inc

Consumer Cyclical
18.2K
+ 50.27%
$55.05 - $58.74 $1M - $1.07M
54.4K $3.2M
CRSP
Crispr Therapeutics Ag

Healthcare
13.8K
+ 86.88%
$48.51 - $68.14 $668K - $938K
29.6K $1.92M
BRO
Brown & Brown, Inc.

Financial Services
25K
+ 35.59%
$90.88 - $108.93 $2.27M - $2.72M
95.2K $8.93M
FNDA
Schwab Fundamental U S Small C

ETFs
12.3K
+ 4.08%
$28.75 - $31.93 $353K - $393K
314K $9.78M
ARW
Arrow Electronics Inc

Technology
10.2K
+ 67.54%
$114.66 - $133.24 $1.17M - $1.36M
25.3K $3.06M
PJT
Pjt Partners Inc.

Financial Services
5.6K
+ 51.17%
$165.08 - $188.27 $924K - $1.05M
16.5K $2.94M
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.61K
+ 37.61%
$113.78 - $148.0 $638K - $830K
20.5K $2.83M
EW
Edwards Lifesciences Corp

Healthcare
16.6K
+ 4.27%
$73.75 - $81.83 $1.23M - $1.36M
406K $31.6M
SCHO
Schwab Short Term Us Treasury

ETFs
45.6K
+ 10.49%
$24.23 - $24.42 $1.11M - $1.11M
481K $11.7M
HP
Helmerich & Payne, Inc.

Energy
40.1K
+ 117.92%
$15.35 - $22.65 $615K - $908K
74.1K $1.64M
PBF
Pbf Energy Inc.

Energy
10.8K
+ 11.64%
$21.68 - $33.56 $235K - $363K
104K $3.13M
HTHT
Huazhu Group LTD

Consumer Cyclical
21.4K
+ 39.97%
$30.48 - $39.97 $653K - $857K
75.1K $2.94M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
20.7K
+ 52.51%
$50.9 - $52.37 $1.05M - $1.08M
60.1K $3.14M
RPM
Rpm International Inc

Basic Materials
7.14K
+ 20.87%
$110.07 - $128.23 $786K - $915K
41.3K $4.87M
BKE
Buckle Inc

Consumer Cyclical
14.4K
+ 71.36%
$46.95 - $61.58 $678K - $890K
34.7K $2.03M
L
Loews Corp

Financial Services
8.74K
+ 32.11%
$89.82 - $100.39 $785K - $877K
35.9K $3.61M
CRC
California Resources Corp

Energy
15.5K
+ 41.12%
$46.11 - $57.82 $714K - $896K
53.2K $2.83M
ACGL
Arch Capital Group Ltd.

Financial Services
12.4K
+ 24.62%
$85.61 - $93.54 $1.06M - $1.16M
62.5K $5.67M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.38K
+ 9.21%
$41.53 - $66.18 $348K - $554K
99.3K $5.63M
NUE
Nucor Corp

Basic Materials
2.9K
+ 2.43%
$133.3 - $150.33 $387K - $437K
122K $16.6M
KKR
Kkr & Co. Inc.

Financial Services
10.4K
+ 12.56%
$129.95 - $152.16 $1.35M - $1.58M
93.3K $12.1M
KB
Kb Financial Group Inc.

Financial Services
12.8K
+ 12.3%
$77.68 - $90.36 $996K - $1.16M
117K $9.7M
SNN
Smith & Nephew PLC

Healthcare
20.3K
+ 32.58%
$29.33 - $38.7 $595K - $785K
82.5K $2.99M
RIOT
Riot Blockchain, Inc.

Technology
15.9K
+ 15.63%
$11.03 - $19.78 $175K - $314K
118K $2.24M
COLB
Columbia Banking System, Inc.

Financial Services
35.9K
+ 51.64%
$23.26 - $27.31 $834K - $979K
105K $2.71M
RDN
Radian Group Inc

Financial Services
29.7K
+ 190.04%
$32.61 - $37.23 $969K - $1.11M
45.3K $1.64M
PHM
Pultegroup Inc

Consumer Cyclical
2.12K
+ 7.14%
$108.0 - $141.42 $229K - $300K
31.8K $4.21M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
6.34K
+ 13.89%
$14.71 - $34.49 $93.3K - $219K
52K $1.79M
PCAR
Paccar Inc

Industrials
8.57K
+ 12.22%
$92.91 - $102.86 $796K - $881K
78.7K $7.74M
UMC
United Microelectronics Corp

Technology
156K
+ 9.26%
$6.58 - $7.86 $1.03M - $1.23M
1.85M $14M
MRCY
Mercury Systems Inc

Industrials
8.98K
+ 56.66%
$50.09 - $77.4 $450K - $695K
24.8K $1.92M
T
At&T Inc.

Communication Services
86.6K
+ 4.4%
$26.94 - $29.62 $2.33M - $2.57M
2.06M $58.1M
APLD
Applied Blockchain, Inc.

Financial Services
17.2K
+ 32.96%
$9.18 - $24.67 $158K - $424K
69.3K $1.59M
AOR
Ishares Tr Core Growth Allocat

ETFs
14.6K
+ 32.99%
$60.99 - $64.39 $891K - $940K
58.9K $3.79M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
9.44K
+ 288.03%
$85.86 - $108.21 $810K - $1.02M
12.7K $1.35M
GWRE
Guidewire Software, Inc.

Technology
5.12K
+ 24.94%
$207.82 - $261.88 $1.06M - $1.34M
25.6K $5.89M
IDYA
Ideaya Biosciences, Inc.

Healthcare
11.2K
+ 9.22%
$21.12 - $27.21 $237K - $305K
133K $3.62M
AES
Aes Corp

Utilities
65.9K
+ 91.52%
$10.77 - $13.94 $710K - $919K
138K $1.81M
SWKS
Skyworks Solutions, Inc.

Technology
12K
+ 21.84%
$67.52 - $82.97 $808K - $993K
66.7K $5.14M
SLB
Schlumberger Limited

Energy
26.4K
+ 10.4%
$32.37 - $37.31 $856K - $986K
281K $9.65M
DTM
Dt Midstream, Inc.

Energy
8.08K
+ 18.45%
$99.17 - $113.27 $801K - $915K
51.9K $5.86M
XLE
Energy Sector Spdr

ETFs
1.69K
+ 0.86%
$84.25 - $91.99 $142K - $155K
199K $17.7M
TSCO
Tractor Supply CO

Consumer Cyclical
5.85K
+ 3.41%
$54.08 - $62.65 $317K - $367K
177K $10.1M
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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