Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFGC
Performance Food Group CO

Consumer Defensive
2.08K
+ 11.91%
$88.19 - $102.08 $183K - $212K
19.5K $1.92M
CARE
Carter Bankshares, Inc.

Financial Services
18.1K
+ 95.12%
$16.94 - $20.15 $306K - $364K
37.1K $720K
MSA
Msa Safety Inc

Industrials
2.15K
+ 45.45%
$168.32 - $180.03 $361K - $386K
6.87K $1.18M
EUFN
Ishares Msci Europe Financials

ETFs
7.22K
+ 13.85%
$31.4 - $34.74 $227K - $251K
59.3K $2.04M
AROC
Archrock, Inc.

Energy
11.1K
+ 17.34%
$22.0 - $26.51 $245K - $295K
75.3K $1.98M
RH
Rh

Consumer Cyclical
1.68K
+ 49.75%
$187.54 - $251.0 $315K - $421K
5.05K $1.03M
OC
Owens Corning

Industrials
2.46K
+ 23.45%
$136.56 - $157.69 $335K - $387K
12.9K $1.83M
PWP
Perella Weinberg Partners

Financial Services
14.1K
+ 37.11%
$19.12 - $23.14 $269K - $325K
51.9K $1.12M
ASND
Ascendis Pharma A/S

Healthcare
1.24K
+ 23.0%
$163.32 - $205.91 $202K - $255K
6.62K $1.32M
IP
International Paper CO

Consumer Cyclical
9.11K
+ 10.71%
$45.32 - $55.68 $413K - $507K
94.2K $4.37M
OFLX
Omega Flex, Inc.

Industrials
12.6K
+ 172.43%
$31.19 - $36.37 $394K - $459K
20K $622K
STC
Stewart Information Services Corp

Financial Services
5.26K
New
$56.87 - $76.58 $299K - $403K
5.26K $385K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
13.9K
+ 83.36%
$17.56 - $26.63 $244K - $370K
30.6K $687K
FMNB
Farmers National Banc Corp

Financial Services
24.5K
+ 50.01%
$13.19 - $15.3 $324K - $376K
73.6K $1.06M
IRM
Iron Mountain Inc

Real Estate
4.47K
+ 3.9%
$89.46 - $104.46 $400K - $467K
119K $12.1M
CTBI
Community Trust Bancorp Inc

Financial Services
5.93K
+ 35.26%
$53.0 - $58.84 $314K - $349K
22.8K $1.27M
PCTY
Paylocity Holding Corp

Technology
2.73K
+ 114.47%
$159.27 - $190.36 $435K - $520K
5.12K $814K
TDC
Teradata Corp

Technology
18.4K
+ 100.93%
$20.11 - $23.21 $371K - $428K
36.7K $789K
PSIX
Power Solutions International, Inc.

Industrials
196
+ 1.85%
$63.95 - $115.78 $12.5K - $22.7K
10.8K $1.07M
MYGN
Myriad Genetics Inc

Healthcare
43.8K
+ 129.1%
$3.84 - $7.84 $168K - $343K
77.7K $561K
LPG
Dorian Lpg Ltd.

Energy
9.19K
+ 47.4%
$24.6 - $32.7 $226K - $300K
28.6K $851K
TCBX
Third Coast Bancshares, Inc.

Financial Services
9.99K
New
$33.06 - $41.0 $330K - $410K
9.99K $379K
MKL
Markel Corp

Financial Services
458
+ 7.92%
$1898.34 - $2031.8 $869K - $931K
6.24K $11.9M
ZG
Zillow Group, Inc.

Communication Services
4.43K
+ 55.81%
$68.95 - $86.76 $305K - $384K
12.4K $920K
FFWM
First Foundation Inc.

Financial Services
61.1K
+ 77.52%
$4.78 - $6.09 $292K - $372K
140K $778K
ERJ
Embraer S.A.

Industrials
5.41K
+ 37.93%
$47.39 - $61.02 $256K - $330K
19.7K $1.19M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 27.6%
$139.82 - $155.45 $256K - $284K
8.46K $1.31M
CRL
Charles River Laboratories International, Inc.

Healthcare
2.14K
+ 24.02%
$145.57 - $178.99 $311K - $382K
11K $1.73M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3.19K
+ 31.97%
$94.73 - $102.36 $302K - $327K
13.2K $1.33M
UE
Urban Edge Properties

Real Estate
18.3K
New
$18.54 - $21.21 $340K - $389K
18.3K $375K
MTRN
Materion Corp

Basic Materials
1.73K
+ 42.78%
$80.72 - $122.12 $139K - $211K
5.76K $695K
HQH
Tekla Healthcare Investors

Financial Services
20.3K
New
$15.58 - $18.46 $316K - $374K
20.3K $374K
URBN
Urban Outfitters Inc

Consumer Cyclical
5.87K
+ 14.4%
$66.84 - $79.79 $392K - $468K
46.6K $3.33M
SCHL
Scholastic Corp

Communication Services
8.04K
+ 33.6%
$21.03 - $27.56 $169K - $221K
32K $874K
FSV
First Service Corp

Real Estate
1.04K
+ 9.46%
$175.69 - $208.43 $183K - $217K
12.1K $2.3M
TSEM
Tower Semiconductor LTD

Technology
849
+ 7.88%
$42.42 - $72.3 $36K - $61.4K
11.6K $840K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
5.27K
+ 16.38%
$62.21 - $69.26 $328K - $365K
37.4K $2.41M
SKYT
Sky Water Technology, Inc

Technology
2.51K
+ 7.33%
$8.78 - $19.29 $22.1K - $48.5K
36.8K $709K
OLN
Olin Corp

Basic Materials
7.67K
+ 20.91%
$18.23 - $26.93 $140K - $207K
44.4K $1.11M
PLAB
Photronics Inc

Technology
14K
+ 118.59%
$19.16 - $25.06 $269K - $351K
25.8K $593K
RGA
Reinsurance Group Of America Inc

Financial Services
2.32K
+ 19.41%
$177.1 - $199.23 $410K - $461K
14.2K $2.74M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.33K
+ 15.92%
$41.43 - $44.2 $304K - $324K
53.4K $2.36M
CORT
Corcept Therapeutics Inc

Healthcare
713
+ 2.24%
$67.17 - $83.9 $47.9K - $59.8K
32.5K $2.7M
CCB
Coastal Financial Corp

Financial Services
2.19K
+ 19.09%
$92.4 - $118.0 $202K - $258K
13.7K $1.48M
EXAS
Exact Sciences Corp

Healthcare
5.48K
+ 12.97%
$40.91 - $56.0 $224K - $307K
47.7K $2.61M
BORR
Borr Drilling LTD

Energy
62.8K
+ 27.32%
$1.86 - $3.17 $117K - $199K
293K $786K
ENPH
Enphase Energy, Inc.

Technology
11.8K
+ 92.56%
$30.11 - $42.97 $356K - $507K
24.6K $869K
FLGT
Fulgent Genetics, Inc.

Healthcare
11.3K
+ 28.16%
$17.18 - $22.6 $194K - $255K
51.3K $1.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.18K
+ 18.42%
$55.15 - $58.11 $286K - $301K
33.3K $1.91M
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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