Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ASTS
Ast Space Mobile, Inc.

Communication Services
8.42K
+ 20.33%
$36.91 - $60.06 $311K - $506K
49.9K $2.45M
CFLT
Confluent, Inc.

Technology
41.3K
+ 69.09%
$15.91 - $27.35 $657K - $1.13M
101K $2M
SXT
Sensient Technologies Corp

Basic Materials
6.94K
+ 23.09%
$93.0 - $120.77 $645K - $838K
37K $3.47M
XLB
Select Sector Spdr Fd Material

ETFs
4.89K
+ 12.23%
$86.72 - $92.61 $424K - $452K
44.8K $4.02M
DHIL
Diamond Hill Investment Group Inc

Financial Services
3.84K
+ 71.45%
$133.4 - $158.38 $513K - $609K
9.22K $1.29M
EXP
Eagle Materials Inc

Basic Materials
873
+ 8.84%
$209.12 - $242.26 $183K - $211K
10.8K $2.51M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.76K
+ 19.94%
$111.55 - $125.05 $308K - $345K
16.6K $2.08M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
14.5K
+ 37.27%
$9.34 - $16.35 $135K - $237K
53.3K $867K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
19.4K
+ 14.94%
$20.74 - $22.97 $402K - $445K
149K $3.15M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
23.2K
+ 106.86%
$25.09 - $33.65 $582K - $780K
44.9K $1.16M
PENN
Penn National Gaming Inc

Consumer Cyclical
26.2K
New
$16.8 - $20.47 $441K - $537K
26.2K $505K
WMK
Weis Markets Inc

Consumer Defensive
7.07K
+ 106.13%
$69.34 - $78.32 $490K - $554K
13.7K $986K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
15.2K
New
$31.86 - $39.7 $483K - $602K
15.2K $503K
IXN
Ishares Global Information Tec

ETFs
778
+ 2.0%
$91.28 - $103.32 $71K - $80.4K
39.7K $4.09M
CX
Cemex Sab De Cv

Basic Materials
29.5K
+ 25.6%
$7.1 - $9.55 $209K - $282K
145K $1.3M
AFRM
Affirm Holdings, Inc.

Technology
5.63K
+ 24.81%
$64.05 - $92.18 $361K - $519K
28.3K $2.07M
HSIC
Henry Schein Inc

Healthcare
9.16K
+ 56.78%
$64.83 - $74.67 $594K - $684K
25.3K $1.68M
TRS
Trimas Corp

Consumer Cyclical
1.18K
+ 2.61%
$29.05 - $40.02 $34.3K - $47.3K
46.5K $1.8M
LBRT
Liberty Energy Inc.

Energy
39.4K
+ 244.8%
$10.02 - $13.25 $395K - $522K
55.5K $684K
IBMP
Ishares Tr Ibonds December 202

ETFs
19.6K
New
$25.3 - $25.56 $497K - $502K
19.6K $500K
HNI
Hni Corp

Industrials
11K
+ 140.52%
$43.18 - $52.5 $476K - $578K
18.9K $883K
IRBO
Ishares Robotics & Artificial

ETFs
15.5K
+ 22.86%
N/A
83.4K $2.68M
CPRT
Copart Inc

Consumer Cyclical
24.6K
+ 16.56%
$44.6 - $49.97 $1.1M - $1.23M
173K $7.78M
EOG
Eog Resources Inc

Energy
17.7K
+ 8.91%
$112.12 - $126.1 $1.98M - $2.23M
216K $24.2M
IEV
Ishares Tr Europe ETF

ETFs
6.57K
+ 22.79%
$61.37 - $65.49 $403K - $430K
35.4K $2.32M
RLI
Rli Corp

Financial Services
12.5K
+ 27.15%
$64.17 - $71.7 $805K - $900K
58.8K $3.83M
CENT
Central Garden & Pet CO

Consumer Defensive
15.1K
New
$32.65 - $41.07 $494K - $622K
15.1K $494K
ABCB
Ameris Bancorp

Financial Services
6.75K
New
$65.68 - $76.41 $443K - $516K
6.75K $494K
SD
Sandridge Energy Inc

Energy
33.9K
+ 14.22%
$10.0 - $12.1 $339K - $411K
273K $3.07M
ITUB
Itau Unibanco Holding S.A.

Financial Services
54.7K
+ 33.82%
$6.18 - $7.41 $338K - $406K
217K $1.59M
THFF
First Financial Corp

Financial Services
6.2K
+ 9.95%
$52.44 - $59.93 $325K - $371K
68.5K $3.87M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
12.5K
+ 29.32%
$20.62 - $30.81 $258K - $385K
55.1K $1.47M
AGCO
Agco Corp

Industrials
4.35K
+ 69.71%
$106.41 - $117.97 $462K - $513K
10.6K $1.13M
COPX
Global X Copper Miners ETF

ETFs
4
+ 0.01%
$42.75 - $59.81 $171 - $239
33K $1.97M
IREN
Iris Energy LTD

Financial Services
2.25K
+ 18.22%
$15.1 - $47.14 $33.9K - $106K
14.6K $668K
ATRO
Astronics Corp

Industrials
5.71K
+ 30.64%
$30.01 - $45.61 $171K - $260K
24.3K $1.11M
PEN
Penumbra Inc

Healthcare
1.94K
+ 88.71%
$227.15 - $287.09 $441K - $557K
4.13K $1.05M
EWBC
East West Bancorp Inc

Financial Services
3.27K
+ 13.19%
$97.41 - $109.7 $319K - $359K
28.1K $2.99M
PSA
Public Storage

Real Estate
2.07K
+ 8.22%
$271.94 - $298.09 $562K - $616K
27.2K $7.85M
LRN
Stride, Inc.

Consumer Defensive
2.77K
+ 14.97%
$128.23 - $169.81 $356K - $471K
21.3K $3.17M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
12.4K
+ 53.61%
$32.8 - $39.43 $406K - $488K
35.4K $1.23M
AQST
Aquestive Therapeutics, Inc.

Healthcare
45.9K
+ 46.49%
$3.4 - $5.99 $156K - $275K
145K $808K
TNC
Tennant CO

Industrials
5K
+ 23.7%
$79.52 - $85.34 $398K - $427K
26.1K $2.12M
KSS
Kohls Corp

Consumer Cyclical
3.02K
+ 4.78%
$9.02 - $17.38 $27.3K - $52.5K
66.2K $1.02M
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.9K
New
$41.29 - $44.71 $451K - $488K
10.9K $480K
EQNR
Equinor Asa

Energy
24.3K
+ 16.28%
$23.7 - $27.1 $577K - $660K
174K $4.24M
HUBB
Hubbell Inc

Industrials
733
+ 9.85%
$410.51 - $450.93 $301K - $331K
8.18K $3.52M
YOU
Clear Secure, Inc.

Technology
14.4K
New
$27.98 - $38.03 $402K - $547K
14.4K $479K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
9.23K
+ 7.83%
$4.68 - $8.3 $43.2K - $76.6K
127K $1.03M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email