Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRE
Veris Residential, Inc.

Real Estate
31.5K
New
$13.74 - $16.23 $432K - $511K
31.5K $478K
ATR
Aptargroup, Inc.

Healthcare
4.62K
+ 73.67%
$130.82 - $161.82 $605K - $748K
10.9K $1.46M
MYRG
Myr Group Inc.

Industrials
1.13K
+ 12.54%
$173.81 - $208.03 $197K - $236K
10.2K $2.11M
MSBI
Midland States Bancorp, Inc.

Financial Services
28.3K
+ 53.26%
$16.53 - $19.0 $467K - $537K
81.4K $1.39M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.88K
+ 19.67%
$43.65 - $46.42 $344K - $366K
47.9K $2.23M
SONO
Sonos Inc

Technology
16K
+ 36.96%
$10.36 - $15.8 $166K - $253K
59.4K $938K
DIOD
Diodes Inc

Technology
8.45K
+ 17.59%
$47.17 - $57.76 $399K - $488K
56.5K $3.01M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
3.53K
+ 38.27%
$48.39 - $77.69 $171K - $274K
12.7K $934K
AMWD
American Woodmark Corp

Consumer Cyclical
5.88K
+ 110.04%
$52.29 - $69.64 $308K - $410K
11.2K $749K
OSIS
Osi Systems Inc

Technology
1.14K
+ 15.6%
$208.12 - $249.24 $238K - $285K
8.48K $2.11M
EPC
Edgewell Personal Care CO

Consumer Defensive
24.5K
+ 206.51%
$19.42 - $27.1 $476K - $664K
36.3K $740K
HXL
Hexcel Corp

Industrials
6.85K
+ 131.76%
$57.15 - $64.88 $391K - $444K
12K $755K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
11.4K
New
$37.04 - $40.86 $421K - $464K
11.4K $462K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
11.2K
+ 8.1%
$37.14 - $37.85 $417K - $425K
150K $5.67M
BRX
Brixmor Property Group Inc.

Real Estate
20.3K
+ 114.71%
N/A
38K $863K
VOYA
Voya Financial, Inc.

Financial Services
5.69K
+ 62.87%
$67.31 - $77.62 $383K - $442K
14.7K $1.1M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
14.8K
New
$26.52 - $31.32 $394K - $465K
14.8K $460K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
16.6K
+ 117.12%
$27.79 - $32.38 $461K - $537K
30.8K $880K
S
Sentinel One, Inc.

Technology
27.2K
+ 91.09%
$15.81 - $19.78 $430K - $537K
57K $1M
VFC
V F Corp

Consumer Cyclical
15.2K
+ 17.23%
$11.66 - $15.56 $178K - $237K
104K $1.5M
TKR
Timken CO

Industrials
5.7K
+ 55.05%
$73.5 - $81.69 $419K - $465K
16K $1.21M
LIVN
Liva Nova PLC

Healthcare
5.18K
+ 20.76%
$41.13 - $58.72 $213K - $304K
30.1K $1.58M
WFRD
Weatherford International PLC

Energy
3.09K
+ 23.02%
$52.14 - $69.61 $161K - $215K
16.5K $1.13M
UNF
Unifirst Corp

Industrials
3.19K
+ 85.48%
$165.27 - $190.41 $526K - $606K
6.91K $1.16M
ERAS
Erasca, Inc.

Healthcare
106K
+ 43.38%
$1.36 - $2.18 $144K - $231K
350K $763K
KWR
Quaker Chemical Corp

Basic Materials
1.74K
+ 15.33%
$114.42 - $145.36 $199K - $252K
13.1K $1.72M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.78K
+ 10.8%
$35.76 - $37.93 $278K - $295K
79.9K $3.02M
MNRO
Monro, Inc.

Consumer Cyclical
3.05K
+ 2.34%
$13.07 - $18.68 $39.9K - $57K
133K $2.39M
FANG
Diamondback Energy, Inc.

Energy
1.04K
+ 1.94%
$134.53 - $152.5 $139K - $158K
54.5K $7.8M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.6K
New
$25.37 - $25.79 $447K - $455K
17.6K $452K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
35.8K
+ 183.34%
$4.38 - $9.65 $157K - $345K
55.3K $533K
BR
Broadridge Financial Solutions, Inc.

Technology
2.41K
+ 9.35%
$233.75 - $266.89 $564K - $644K
28.2K $6.72M
EPAM
Epam Systems, Inc.

Technology
2.42K
+ 29.53%
N/A
10.6K $1.97M
FLNG
Flex Lng Ltd.

Energy
9.4K
+ 14.29%
$21.89 - $27.41 $206K - $258K
75.1K $1.89M
WLDN
Willdan Group, Inc.

Industrials
4.6K
New
$63.73 - $120.35 $293K - $553K
4.6K $444K
CALM
Cal Maine Foods Inc

Consumer Defensive
5.85K
+ 30.52%
$94.1 - $119.16 $550K - $697K
25K $2.35M
TOWN
Towne Bank (Va)

Financial Services
12.5K
+ 47.76%
$34.49 - $37.64 $432K - $472K
38.8K $1.34M
SENEA
Seneca Foods Corp

Consumer Defensive
3.96K
+ 150.9%
$100.24 - $113.36 $396K - $448K
6.58K $709K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.95K
+ 58.87%
$86.2 - $111.56 $254K - $329K
7.96K $887K
ETSY
Etsy Inc

Consumer Cyclical
3.33K
+ 24.7%
$51.36 - $74.34 $171K - $248K
16.8K $1.12M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
13.2K
New
$31.78 - $33.69 $419K - $444K
13.2K $436K
MIDD
Middleby Corp

Industrials
3.9K
+ 51.86%
$118.3 - $150.16 $462K - $586K
11.4K $1.52M
PGEN
Precigen, Inc.

Healthcare
78.3K
+ 83.0%
$1.43 - $4.76 $112K - $373K
173K $567K
FOR
Forestar Group Inc.

Real Estate
7.6K
+ 21.66%
$20.87 - $28.72 $159K - $218K
42.7K $1.13M
ASB
Associated Banc Corp

Financial Services
12.5K
+ 14.47%
$23.78 - $27.01 $296K - $336K
98.5K $2.53M
DLX
Deluxe Corp

Communication Services
17.8K
+ 74.81%
$15.59 - $20.08 $278K - $358K
41.6K $806K
VCR
Vanguard Consumer Discretionar

ETFs
164
+ 1.53%
$359.61 - $401.35 $59K - $65.8K
10.9K $4.32M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
13.8K
+ 63.22%
$17.42 - $28.65 $241K - $396K
35.6K $806K
TEX
Terex Corp

Industrials
4.38K
+ 10.0%
$48.36 - $53.52 $212K - $235K
48.2K $2.47M
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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