Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CDC
Victory Portfolios Ii Shs Inco

ETFs
9.92K
New
$64.0 - $66.91 $635K - $664K
9.92K $662K
PEGA
Pegasystems Inc

Technology
10.5K
+ 59.65%
$49.75 - $60.39 $520K - $631K
28K $1.61M
FBK
Fb Financial Corp

Financial Services
4.29K
+ 10.67%
$46.72 - $56.0 $200K - $240K
44.5K $2.48M
MCY
Mercury General Corp

Financial Services
7.76K
New
$65.82 - $84.78 $511K - $658K
7.76K $657K
AR
Antero Resources Corp

Energy
25.7K
+ 83.89%
$29.87 - $37.66 $767K - $967K
56.3K $1.89M
MSGS
Madison Square Garden Sports Corp.

Communication Services
2.56K
+ 64.5%
$192.65 - $230.03 $493K - $589K
6.53K $1.48M
FUL
Fuller H B CO

Basic Materials
11.4K
+ 35.63%
$55.6 - $64.06 $637K - $733K
43.6K $2.58M
FXI
Ishares Tr

ETFs
14.5K
+ 121.6%
$36.18 - $41.62 $525K - $604K
26.5K $1.09M
BWXT
Bwx Technologies, Inc.

Industrials
1.03K
+ 9.13%
$136.45 - $184.37 $141K - $190K
12.3K $2.28M
WIT
Wipro LTD

Technology
799K
+ 21.41%
$2.63 - $3.11 $2.1M - $2.48M
4.53M $11.9M
LKQ
Lkq Corp

Consumer Cyclical
25.2K
+ 131.36%
$29.24 - $39.21 $735K - $986K
44.3K $1.35M
TPC
Tutor Perini Corp

Industrials
5.22K
+ 32.74%
$45.65 - $66.81 $238K - $349K
21.2K $1.39M
KEX
Kirby Corp

Industrials
10.3K
+ 140.05%
$82.64 - $120.83 $853K - $1.25M
17.7K $1.48M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
54.8K
+ 286.39%
$10.9 - $11.58 $597K - $634K
73.9K $849K
STLA
Stellantis N.V.

Consumer Cyclical
84.5K
+ 37.64%
$8.74 - $10.37 $739K - $876K
309K $2.89M
AVNS
Avanos Medical, Inc.

Healthcare
56.8K
+ 160.87%
$9.89 - $12.72 $561K - $722K
92K $1.06M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.58K
+ 57.92%
$422.75 - $485.53 $669K - $769K
4.32K $1.86M
WWD
Woodward, Inc.

Industrials
2.34K
+ 43.37%
$237.33 - $266.1 $555K - $622K
7.73K $1.95M
RGLD
Royal Gold Inc

Basic Materials
1.74K
+ 13.93%
$151.42 - $200.58 $263K - $348K
14.2K $2.85M
WINA
Winmark Corp

Consumer Cyclical
3
+ 0.06%
$363.85 - $514.95 $1.09K - $1.54K
5.23K $2.6M
QLYS
Qualys, Inc.

Technology
5.83K
+ 43.14%
$127.89 - $150.07 $745K - $874K
19.3K $2.56M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.57K
+ 4.31%
$54.83 - $84.09 $86.3K - $132K
38.1K $3.04M
RNR
Renaissancere Holdings LTD

Financial Services
2.29K
+ 53.65%
$231.95 - $253.93 $530K - $581K
6.55K $1.66M
NUVL
Nuvalent, Inc.

Healthcare
5.23K
+ 30.26%
$72.16 - $86.48 $378K - $452K
22.5K $1.95M
VFH
Vanguard Financial ETF

ETFs
2.46K
+ 3.17%
$125.23 - $132.78 $308K - $326K
79.9K $10.5M
CLSK
Cleanspark, Inc.

Technology
15.6K
+ 13.7%
$9.08 - $14.87 $142K - $232K
130K $1.89M
BLKB
Blackbaud Inc

Technology
9.73K
+ 139.13%
$61.35 - $71.61 $597K - $697K
16.7K $1.08M
DORM
Dorman Products, Inc.

Consumer Cyclical
2.21K
+ 26.21%
$119.13 - $166.34 $263K - $367K
10.6K $1.66M
QDEL
Quidel Ortho Corp

Healthcare
21K
+ 278.09%
$22.81 - $31.57 $480K - $664K
28.6K $842K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
12K
+ 35.78%
$50.79 - $67.47 $608K - $807K
45.4K $2.35M
STRA
Strategic Education, Inc.

Consumer Defensive
7.18K
+ 129.07%
$73.87 - $86.09 $531K - $618K
12.7K $1.1M
ZBRA
Zebra Technologies Corp

Technology
2.39K
+ 30.77%
$296.92 - $341.36 $708K - $814K
10.1K $3.01M
SFNC
Simmons First National Corp

Financial Services
32.4K
New
$18.71 - $21.16 $607K - $686K
32.4K $621K
AGM
Federal Agricultural Mortgage Corp

Financial Services
4.51K
+ 84.86%
$167.98 - $209.73 $758K - $946K
9.83K $1.65M
HUBG
Hub Group, Inc.

Industrials
17.5K
+ 107.95%
$33.6 - $37.58 $587K - $657K
33.7K $1.16M
WULF
Terawulf Inc.

Financial Services
22.9K
+ 47.99%
$4.63 - $11.7 $106K - $268K
70.5K $825K
ECPG
Encore Capital Group Inc

Financial Services
13.1K
+ 57.48%
$35.97 - $46.09 $470K - $603K
35.8K $1.5M
IT
Gartner Inc

Technology
9.14K
+ 72.27%
$225.98 - $406.7 $2.06M - $3.72M
21.8K $5.72M
HSTM
Healthstream Inc

Healthcare
21.5K
+ 170.22%
$25.65 - $29.3 $551K - $629K
34.1K $962K
DCI
Donaldson CO Inc

Industrials
1.93K
+ 5.32%
$69.82 - $82.14 $135K - $158K
38.2K $3.13M
NBR
Nabors Industries LTD

Energy
9.13K
+ 49.69%
$29.58 - $42.5 $270K - $388K
27.5K $1.12M
AMBC
Ambac Financial Group Inc

Financial Services
69.9K
+ 342.21%
$6.94 - $9.72 $485K - $679K
90.3K $753K
WSBC
Wesbanco Inc

Financial Services
18.1K
+ 19.35%
$29.44 - $33.7 $532K - $609K
112K $3.56M
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
64.1K
New
$7.71 - $9.68 $494K - $621K
64.1K $606K
DK
Delek Us Holdings, Inc.

Energy
7.95K
+ 25.37%
$20.04 - $33.59 $159K - $267K
39.3K $1.27M
TDW
Tidewater Inc

Energy
7.88K
+ 31.26%
$46.32 - $63.19 $365K - $498K
33.1K $1.76M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.65K
+ 39.16%
$187.97 - $199.47 $498K - $528K
9.41K $1.88M
DDS
Dillard'S, Inc.

Consumer Cyclical
492
+ 32.5%
$425.73 - $623.76 $209K - $307K
2.01K $1.23M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
11.4K
+ 49.67%
$52.62 - $61.93 $600K - $706K
34.4K $1.86M
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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