Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
22.3K
+ 8.46%
$567.09 - $607.37 $12.7M - $13.6M
286K $171M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
46.2K
+ 1.55%
$74.93 - $80.73 $3.46M - $3.73M
3.02M $243M
LMT
Lockheed Martin Corp

Industrials
32.9K
+ 27.53%
$410.74 - $499.21 $13.5M - $16.4M
152K $76M
IOT
Samsara Inc.

Technology
565K
+ 374.82%
$32.22 - $42.09 $18.2M - $23.8M
716K $26.7M
GE
General Electric CO

Industrials
34K
+ 14.28%
$244.75 - $305.63 $8.33M - $10.4M
272K $82M
FAST
Fastenal CO

Industrials
344K
+ 99.09%
$42.47 - $50.39 $14.6M - $17.3M
691K $33.9M
ABT
Abbott Laboratories

Healthcare
157K
+ 17.18%
$120.51 - $136.62 $18.9M - $21.4M
1.07M $143M
GS
Goldman Sachs Group Inc

Financial Services
11.3K
+ 10.11%
$696.56 - $806.32 $7.88M - $9.13M
123K $98.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
30.3K
+ 14.79%
$103.83 - $179.9 $3.14M - $5.45M
235K $42M
INTC
Intel Corp

Technology
157K
+ 12.99%
$19.31 - $35.5 $3.03M - $5.57M
1.37M $45.8M
APH
Amphenol Corp

Technology
30.7K
+ 5.37%
$97.39 - $125.4 $2.99M - $3.85M
603K $74.6M
SCHW
Schwab Charles Corp

Financial Services
162K
+ 31.8%
$91.03 - $98.69 $14.7M - $15.9M
670K $63.9M
GLD
Spdr Gold Trust

ETFs
22.8K
+ 12.34%
$300.96 - $355.47 $6.85M - $8.09M
207K $73.7M
RTX
Raytheon Technologies Corp

Industrials
35.3K
+ 6.57%
$144.19 - $167.33 $5.09M - $5.91M
573K $95.9M
IBM
International Business Machines Corp

Technology
77.4K
+ 21.34%
$234.77 - $292.47 $18.2M - $22.6M
440K $124M
SPIB
Spdr Portfolio Intermediate Te

ETFs
445K
+ 6.44%
$33.26 - $34.01 $14.8M - $15.1M
7.36M $249M
RIO
Rio Tinto PLC

Basic Materials
242K
+ 153.94%
$57.66 - $66.01 $14M - $16M
400K $26.4M
VMC
Vulcan Materials CO

Basic Materials
48.4K
+ 184.79%
$260.62 - $307.62 $12.6M - $14.9M
74.6K $22.9M
UNH
Unitedhealth Group Inc

Healthcare
22.6K
+ 9.49%
$237.77 - $353.61 $5.36M - $7.98M
260K $89.8M
HON
Honeywell International Inc

Industrials
99.9K
+ 41.17%
$207.7 - $240.4 $20.8M - $24M
343K $72.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
190K
+ 20.41%
$78.96 - $80.04 $15M - $15.2M
1.12M $89.6M
MRK
Merck & Co., Inc.

Healthcare
132K
+ 13.96%
$77.6 - $87.37 $10.2M - $11.5M
1.08M $90.4M
NOC
Northrop Grumman Corp

Industrials
14.9K
+ 25.94%
$498.9 - $609.32 $7.42M - $9.07M
72.2K $44M
XLK
Technology Sector Spdr

ETFs
30.8K
+ 13.34%
$250.97 - $282.66 $7.73M - $8.71M
262K $73.8M
IWM
Ishares Russell 2000 ETF

ETFs
744
+ 0.13%
$214.92 - $244.84 $160K - $182K
569K $138M
SHOP
Shopify Inc.

Technology
18K
+ 4.91%
$112.11 - $157.12 $2.02M - $2.83M
384K $57.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
153K
+ 13.22%
$75.26 - $80.19 $11.5M - $12.3M
1.31M $104M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11K
+ 9.87%
$404.94 - $499.99 $4.47M - $5.51M
123K $59.6M
VGT
Vanguard Information Technolog

ETFs
3.12K
+ 2.22%
$656.44 - $753.15 $2.05M - $2.35M
144K $107M
PEP
Pepsico Inc

Consumer Defensive
61.7K
+ 9.65%
$133.81 - $152.16 $8.25M - $9.38M
701K $98.4M
UNP
Union Pacific Corp

Industrials
51.1K
+ 18.69%
$214.91 - $237.16 $11M - $12.1M
324K $76.7M
SNOW
Snowflake Inc.

Technology
59.5K
+ 35.4%
$191.73 - $241.0 $11.4M - $14.3M
228K $51.4M
SUB
Ishares Short Term National Mu

ETFs
117K
+ 4.44%
$106.17 - $107.3 $12.4M - $12.6M
2.75M $294M
TOST
Toast, Inc.

Technology
387K
+ 598.07%
$36.51 - $49.3 $14.1M - $19.1M
452K $16.5M
TJX
Tjx Companies Inc

Consumer Cyclical
34.5K
+ 8.41%
$121.35 - $144.54 $4.19M - $4.99M
445K $64.3M
MO
Altria Group, Inc.

Consumer Defensive
127K
+ 19.56%
$57.75 - $67.68 $7.32M - $8.58M
775K $51.2M
PG
Procter & Gamble CO

Consumer Defensive
138K
+ 9.54%
$150.47 - $161.22 $20.7M - $22.2M
1.58M $243M
DFIS
Dimensional ETF Tr Dimensional

ETFs
273K
+ 13.06%
$29.65 - $31.77 $8.09M - $8.67M
2.36M $74.7M
DELL
Dell Technologies Inc.

Technology
62.8K
+ 39.95%
$120.96 - $141.77 $7.6M - $8.91M
220K $31.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
96K
+ 25.21%
$79.39 - $90.39 $7.62M - $8.67M
477K $42.3M
AXP
American Express CO

Financial Services
28K
+ 14.72%
$294.27 - $342.31 $8.25M - $9.59M
218K $72.5M
KLAC
Kla Corp

Technology
3.7K
+ 8.74%
$843.9 - $1078.6 $3.12M - $3.99M
46.1K $49.7M
BA
Boeing CO

Industrials
44.5K
+ 13.58%
$209.79 - $237.38 $9.34M - $10.6M
372K $80.3M
MAR
Marriott International Inc

Consumer Cyclical
50.4K
+ 43.02%
$255.35 - $282.87 $12.9M - $14.3M
168K $43.7M
GD
General Dynamics Corp

Industrials
23.4K
+ 31.45%
$293.92 - $341.0 $6.86M - $7.96M
97.6K $33.3M
PANW
Palo Alto Networks Inc

Technology
55.3K
+ 30.09%
$167.06 - $208.19 $9.23M - $11.5M
239K $48.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
412K
+ 114.95%
$10.78 - $19.82 $4.44M - $8.17M
771K $15.1M
ASML
Asml Holding Nv

Technology
5.02K
+ 14.07%
$689.63 - $968.09 $3.46M - $4.86M
40.7K $39.4M
MA
Mastercard Inc

Financial Services
15.7K
+ 6.44%
$550.18 - $598.96 $8.63M - $9.4M
259K $147M
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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