Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LASR
Nlight, Inc.

Technology
4.86K
+ 8.22%
$18.28 - $31.55 $88.9K - $153K
64K $1.9M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
8.06K
+ 30.53%
$52.79 - $62.97 $426K - $508K
34.5K $2.1M
PAAS
Pan American Silver Corp

Basic Materials
9.3K
+ 26.03%
$27.02 - $38.81 $251K - $361K
45K $1.74M
ACA
Arcosa, Inc.

Industrials
5.43K
+ 17.39%
$83.66 - $100.23 $454K - $544K
36.7K $3.44M
VNT
Vontier Corp

Technology
10.8K
+ 19.98%
$37.48 - $43.71 $404K - $471K
64.7K $2.72M
HOPE
Hope Bancorp Inc

Financial Services
67.1K
+ 188.31%
$9.71 - $11.66 $652K - $783K
103K $1.11M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
21.7K
+ 142.72%
$24.38 - $30.89 $529K - $670K
36.9K $1.13M
WD
Walker & Dunlop, Inc.

Financial Services
5.74K
+ 31.08%
$72.06 - $87.6 $414K - $503K
24.2K $2.02M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.44K
+ 24.43%
$231.35 - $253.24 $565K - $619K
12.4K $3.05M
AMTB
Amerant Bancorp Inc.

Financial Services
35.6K
+ 109.78%
$18.56 - $21.65 $661K - $771K
68.1K $1.31M
ACHR
Archer Aviation Inc.

Industrials
85.6K
+ 107.27%
$8.25 - $13.4 $706K - $1.15M
165K $1.58M
CSTM
Constellium Se

Basic Materials
34.2K
+ 25.82%
$13.08 - $16.36 $447K - $559K
167K $2.48M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
102
+ 0.24%
$236.25 - $257.69 $24.1K - $26.3K
42.8K $11M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
37.1K
New
$11.93 - $21.97 $442K - $815K
37.1K $714K
EXEL
Exelixis, Inc.

Healthcare
23.2K
+ 26.53%
$36.22 - $46.25 $839K - $1.07M
111K $4.56M
IOSP
Innospec Inc.

Basic Materials
9.62K
+ 239.5%
$77.06 - $89.32 $741K - $859K
13.6K $1.05M
FIVE
Five Below, Inc

Consumer Cyclical
3.25K
+ 36.7%
$128.78 - $155.44 $419K - $505K
12.1K $1.87M
VIV
Telefonica Brasil S.A.

Communication Services
50.9K
+ 111.83%
$10.79 - $12.8 $550K - $652K
96.5K $1.23M
VTWO
Vanguard Russell 2000 ETF

ETFs
14
+ 0.02%
$86.92 - $99.32 $1.22K - $1.39K
66.8K $6.54M
GABC
German American Bancorp, Inc.

Financial Services
17.6K
+ 71.31%
$37.61 - $41.96 $660K - $737K
42.2K $1.66M
LECO
Lincoln Electric Holdings Inc

Industrials
1.22K
+ 8.26%
$210.22 - $247.76 $256K - $302K
16K $3.77M
GMED
Globus Medical Inc

Healthcare
12.6K
+ 163.81%
$51.89 - $62.79 $653K - $790K
20.3K $1.16M
CTRE
Care Trust Reit, Inc.

Real Estate
11.8K
+ 16.15%
$30.29 - $34.8 $356K - $409K
84.6K $2.93M
INOD
Innodata Inc

Technology
7.63K
+ 102.58%
$36.68 - $75.94 $280K - $580K
15.1K $1.09M
WCC
Wesco International Inc

Industrials
2.52K
+ 38.69%
$189.22 - $227.19 $476K - $572K
9.02K $1.91M
BYD
Boyd Gaming Corp

Consumer Cyclical
7.17K
+ 73.02%
$79.66 - $87.38 $571K - $627K
17K $1.47M
IAUM
I Shares Gold Trust Micro

ETFs
18.2K
New
$32.6 - $38.5 $592K - $699K
18.2K $699K
NDSN
Nordson Corp

Industrials
2.66K
+ 37.07%
$209.25 - $227.98 $557K - $607K
9.84K $2.23M
QLD
Proshares Ultra Qqq

ETFs
364
+ 1.11%
$115.66 - $138.31 $42.1K - $50.3K
33.3K $4.57M
JBT
John Bean Technologies Corp

Industrials
5.48K
+ 44.88%
N/A
17.7K $2.22M
ALK
Alaska Air Group, Inc.

Industrials
13.2K
+ 12.4%
$49.73 - $63.86 $655K - $841K
119K $5.94M
OPEN
Opendoor Technologies Inc.

Real Estate
37.3K
+ 71.03%
$0.56 - $10.52 $20.9K - $392K
89.7K $715K
AAP
Advance Auto Parts Inc

Consumer Cyclical
8.71K
+ 84.65%
$49.01 - $66.5 $427K - $579K
19K $1.17M
RXST
Rx Sight, Inc.

Healthcare
83.3K
+ 523.6%
$6.65 - $13.14 $554K - $1.1M
99.3K $892K
ELAN
Elanco Animal Health Inc

Healthcare
14K
+ 20.37%
$13.68 - $20.14 $192K - $282K
82.7K $1.67M
LZB
La Z Boy Inc

Consumer Cyclical
20K
New
$33.69 - $40.03 $673K - $799K
20K $685K
PTCT
Ptc Therapeutics, Inc.

Healthcare
6.11K
+ 24.61%
$43.3 - $62.88 $264K - $384K
30.9K $1.9M
COLM
Columbia Sportswear CO

Consumer Cyclical
14.1K
+ 236.08%
$49.3 - $64.28 $694K - $905K
20K $1.05M
KFY
Korn Ferry

Industrials
10.4K
+ 77.75%
$69.05 - $76.46 $718K - $795K
23.8K $1.66M
MCHI
Ishares Msci China ETF

ETFs
9.09K
+ 118.37%
$54.58 - $65.85 $496K - $599K
16.8K $1.1M
MAA
Mid America Apartment Communities Inc.

Real Estate
5.97K
+ 32.18%
$138.38 - $153.2 $825K - $914K
24.5K $3.42M
HLIO
Helios Technologies, Inc.

Industrials
1.79K
+ 5.77%
$34.16 - $55.89 $61.2K - $100K
32.9K $1.71M
BGNE
Bei Gene, Ltd.

Healthcare
2.97K
+ 49.66%
N/A
8.95K $2.03M
IMO
Imperial Oil LTD

Energy
1.08K
+ 2.12%
$80.03 - $95.16 $86.6K - $103K
52.2K $4.74M
ASGN
Asgn Inc

Technology
14.7K
+ 155.61%
$47.05 - $55.65 $691K - $818K
24.1K $1.14M
CELC
Celcuity Inc.

Healthcare
3.91K
+ 29.4%
$12.58 - $62.68 $49.2K - $245K
17.2K $845K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
78K
+ 64.45%
$7.95 - $8.31 $620K - $648K
199K $1.65M
QCRH
Qcr Holdings Inc

Financial Services
7.35K
+ 52.83%
$69.91 - $80.74 $514K - $594K
21.3K $1.61M
SSO
Proshares Ultra S&P 500

ETFs
2.55K
+ 9.77%
$97.48 - $112.71 $249K - $288K
28.7K $3.21M
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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