Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BGRN
Ishares Trust Ishares Usd Gre

ETFs
16.9K
+ 12.01%
$47.21 - $48.3 $800K - $818K
158K $7.61M
ELS
Equity Lifestyle Properties Inc

Real Estate
15K
+ 49.22%
$58.43 - $62.12 $875K - $930K
45.4K $2.76M
PEAK
Healthpeak Properties, Inc.

Real Estate
46.3K
+ 29.44%
N/A
203K $3.86M
CALX
Calix, Inc

Technology
10.5K
+ 36.93%
$50.08 - $64.04 $526K - $673K
39K $2.39M
BKH
Black Hills Corp

Utilities
12K
+ 46.96%
$55.87 - $61.62 $670K - $739K
37.5K $2.31M
INSW
International Seaways, Inc.

Energy
12.5K
+ 40.29%
$37.03 - $49.12 $462K - $613K
43.5K $2M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
12.1K
+ 42.51%
$26.85 - $45.91 $325K - $556K
40.6K $1.69M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.89K
+ 39.22%
$113.83 - $154.45 $442K - $600K
13.8K $2.13M
PSO
Pearson PLC

Communication Services
66.3K
+ 69.22%
$13.86 - $15.1 $918K - $1M
162K $2.29M
PRG
Prog Holdings, Inc.

Industrials
25.4K
+ 176.0%
$28.2 - $36.35 $715K - $922K
39.8K $1.29M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.15K
+ 5.08%
$143.56 - $174.06 $309K - $374K
44.4K $7.26M
NSP
Insperity, Inc.

Industrials
19.2K
+ 252.43%
$45.07 - $62.06 $865K - $1.19M
26.8K $1.32M
LAMR
Lamar Advertising CO

Real Estate
6.88K
+ 42.74%
$114.98 - $128.82 $791K - $886K
23K $2.81M
KLIC
Kulicke & Soffa Industries Inc

Technology
12.6K
+ 22.29%
$32.11 - $43.03 $406K - $544K
69.3K $2.82M
IRTC
I Rhythm Technologies, Inc.

Healthcare
3.88K
+ 36.99%
$132.29 - $187.07 $513K - $725K
14.4K $2.47M
DJCO
Daily Journal Corp

Technology
1.84K
New
$384.75 - $490.61 $708K - $903K
1.84K $855K
SJM
J M Smucker CO

Consumer Defensive
5.67K
+ 24.62%
$102.24 - $113.2 $579K - $641K
28.7K $3.11M
EQR
Equity Residential

Real Estate
13.9K
+ 75.99%
$62.3 - $68.34 $869K - $953K
32.3K $2.09M
ALHC
Alignment Healthcare, Inc.

Healthcare
41.6K
+ 114.72%
$11.64 - $17.53 $484K - $729K
77.8K $1.36M
SHV
Ishares Tr

ETFs
7.63K
+ 7.55%
$110.06 - $110.49 $840K - $843K
109K $12M
FTV
Fortive Corp

Technology
19.8K
+ 50.0%
$46.55 - $53.34 $924K - $1.06M
59.5K $2.92M
QRVO
Qorvo, Inc.

Technology
7.68K
+ 31.95%
$83.6 - $96.31 $642K - $739K
31.7K $2.89M
HOLX
Hologic Inc

Healthcare
10K
+ 13.72%
$63.26 - $68.98 $634K - $692K
83.2K $5.61M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
31.7K
New
$23.08 - $27.63 $732K - $877K
31.7K $844K
LEA
Lear Corp

Consumer Cyclical
6.98K
+ 27.94%
$92.93 - $112.75 $649K - $787K
32K $3.22M
JACK
Jack In The Box Inc

Consumer Cyclical
37.1K
+ 79.9%
$16.67 - $24.88 $618K - $923K
83.5K $1.65M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.36K
+ 6.3%
$205.52 - $234.96 $280K - $320K
23K $5.4M
NPO
Enpro Industries, Inc

Industrials
2.44K
+ 29.36%
$195.22 - $231.56 $476K - $564K
10.7K $2.43M
VALE
Vale S.A.

Basic Materials
62.4K
+ 45.4%
$9.53 - $10.95 $595K - $684K
200K $2.17M
HMY
Harmony Gold Mining CO LTD

Basic Materials
26.1K
+ 30.23%
$12.61 - $18.25 $329K - $477K
112K $2.04M
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.84K
+ 70.96%
$97.53 - $115.95 $862K - $1.02M
21.3K $2.13M
BEN
Franklin Resources Inc

Financial Services
37.9K
+ 60.99%
$23.13 - $26.03 $876K - $986K
100K $2.31M
NWE
Northwestern Corp

Utilities
12.8K
+ 120.31%
$51.58 - $58.61 $663K - $753K
23.5K $1.38M
VOD
Vodafone Group Public LTD CO

Communication Services
55.9K
+ 29.34%
$10.67 - $12.06 $596K - $674K
246K $2.86M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
11.7K
New
$65.91 - $70.63 $774K - $830K
11.7K $823K
SGOL
Abrdn Gold ETF Trust

ETFs
13.1K
+ 20.35%
$31.18 - $36.81 $409K - $483K
77.6K $2.86M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.79K
+ 7.68%
$68.94 - $86.3 $192K - $241K
39.1K $3.37M
FELE
Franklin Electric CO Inc

Industrials
7.99K
+ 76.11%
$89.51 - $99.6 $715K - $796K
18.5K $1.76M
PRI
Primerica, Inc.

Financial Services
2.86K
+ 49.7%
$255.46 - $285.58 $732K - $818K
8.63K $2.39M
AN
Autonation, Inc.

Consumer Cyclical
2.87K
+ 30.39%
$189.27 - $227.18 $542K - $651K
12.3K $2.69M
TTE
Total Energies Se

Energy
11.9K
+ 6.4%
N/A
198K $13.6M
SNEX
Stone X Group Inc.

Financial Services
5.9K
+ 26.4%
$81.94 - $104.56 $483K - $616K
28.2K $2.85M
BC
Brunswick Corp

Consumer Cyclical
10.2K
+ 48.44%
$56.64 - $66.85 $578K - $682K
31.3K $1.98M
BGS
B&G Foods, Inc.

Consumer Defensive
179K
+ 179.83%
$4.0 - $4.72 $717K - $845K
279K $1.23M
GVA
Granite Construction Inc

Industrials
4.84K
+ 27.9%
$92.28 - $111.29 $447K - $539K
22.2K $2.43M
BFC
Bank First Corp

Financial Services
4.96K
+ 8.68%
$115.55 - $132.29 $573K - $656K
62.1K $7.54M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
41.9K
New
$18.93 - $19.47 $793K - $815K
41.9K $809K
BCE
Bce Inc

Communication Services
30K
+ 34.9%
$22.63 - $25.74 $680K - $773K
116K $2.72M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
9.69K
+ 150.48%
$76.29 - $80.63 $740K - $782K
16.1K $1.3M
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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