Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
8.51K
New
$41.19 - $43.7 $351K - $372K
8.51K $363K
REAX
Real Brokerage Inc

Real Estate
97.8K
+ 71.56%
$3.84 - $5.38 $375K - $526K
234K $979K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
6.55K
+ 101.99%
$50.43 - $58.95 $330K - $386K
13K $693K
MAC
Macerich CO

Real Estate
4K
+ 2.79%
$16.01 - $18.75 $64K - $74.9K
147K $2.68M
MTB
M&T Bank Corp

Financial Services
1.1K
+ 2.78%
$183.74 - $204.05 $203K - $225K
40.7K $8.05M
PLUG
Plug Power Inc

Industrials
108K
+ 82.79%
$1.37 - $2.65 $148K - $286K
239K $555K
UVV
Universal Corp

Consumer Defensive
6.95K
+ 59.9%
$51.66 - $58.83 $359K - $409K
18.5K $1.04M
IMAX
Imax Corp

Communication Services
8.65K
+ 53.77%
$24.51 - $32.75 $212K - $283K
24.7K $809K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.98K
+ 30.83%
$164.12 - $188.32 $326K - $374K
8.42K $1.46M
IBEX
Ibex LTD

Technology
8.84K
New
$27.75 - $42.0 $245K - $371K
8.84K $358K
SPOK
Spok Holdings, Inc

Healthcare
20.8K
New
$17.03 - $18.76 $354K - $390K
20.8K $358K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
230K
+ 756.95%
$1.19 - $1.99 $273K - $457K
260K $392K
LNW
Light & Wonder, Inc.

Consumer Cyclical
5.96K
+ 51.23%
$77.87 - $101.11 $464K - $602K
17.6K $1.48M
AIN
Albany International Corp

Consumer Cyclical
6.71K
New
$52.8 - $72.53 $354K - $487K
6.71K $357K
ITIC
Investors Title CO

Financial Services
1.36K
New
$200.24 - $262.69 $273K - $358K
1.36K $357K
IPGP
Ipg Photonics Corp

Technology
2.85K
+ 23.15%
$71.05 - $84.98 $202K - $242K
15.2K $1.2M
CUBI
Customers Bancorp, Inc.

Financial Services
5.02K
+ 117.93%
$61.21 - $72.43 $308K - $364K
9.28K $606K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.19K
+ 23.31%
$49.31 - $57.77 $207K - $242K
22.2K $1.26M
FHN
First Horizon Corp

Financial Services
8.62K
+ 7.57%
$21.16 - $23.23 $182K - $200K
122K $2.77M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
26.4K
+ 25.97%
$4.25 - $6.31 $112K - $167K
128K $770K
ZIMV
Zim Vie Inc.

Healthcare
18.7K
New
$8.44 - $18.97 $157K - $354K
18.7K $353K
VSEC
Vse Corp

Industrials
1.66K
+ 75.06%
$125.37 - $172.66 $207K - $286K
3.86K $641K
COUR
Coursera, Inc.

Consumer Defensive
23.7K
+ 91.54%
$8.09 - $12.7 $191K - $300K
49.5K $579K
NXST
Nexstar Media Group, Inc.

Communication Services
1.09K
+ 19.77%
$176.71 - $211.31 $193K - $231K
6.63K $1.31M
PVH
Pvh Corp.

Consumer Cyclical
2.72K
+ 33.03%
$70.6 - $89.52 $192K - $243K
10.9K $916K
COST
Costco Wholesale Corp

Consumer Defensive
17.4K
+ 7.1%
$915.95 - $994.57 $15.9M - $17.3M
262K $242M
PATH
Ui Path, Inc.

Technology
22.5K
+ 27.93%
$10.44 - $13.38 $235K - $301K
103K $1.38M
CGDV
Capital Group Divid Value ETF

ETFs
6.27K
+ 18.53%
$39.59 - $42.21 $248K - $265K
40.1K $1.68M
EMBC
Embecta Corp.

Healthcare
13.5K
+ 37.58%
$9.58 - $15.31 $129K - $206K
49.2K $694K
AER
Aer Cap Holdings N.V.

Industrials
1.71K
+ 4.85%
$107.25 - $124.42 $184K - $213K
37K $4.48M
NHI
National Health Investors Inc

Real Estate
3.41K
+ 41.51%
$69.48 - $80.06 $237K - $273K
11.6K $924K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.66K
+ 93.0%
$110.74 - $122.12 $294K - $325K
5.52K $668K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.7K
New
$69.02 - $73.57 $325K - $346K
4.7K $345K
PSLV
Sprott Physical Silver Trust

Financial Services
4.26K
+ 5.31%
$12.24 - $15.73 $52.1K - $67K
84.5K $1.33M
THO
Thor Industries Inc

Consumer Cyclical
2.3K
+ 32.41%
$88.76 - $112.33 $204K - $258K
9.4K $974K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
20.8K
+ 36.31%
$7.83 - $12.89 $163K - $268K
78.1K $892K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
13.9K
+ 20.07%
$23.54 - $23.97 $327K - $333K
83.2K $1.99M
PCVX
Vaxcyte, Inc.

Healthcare
1.85K
+ 2.36%
$29.67 - $37.37 $55K - $69.2K
80.3K $2.89M
USLM
United States Lime & Minerals Inc

Basic Materials
1.28K
+ 23.52%
$99.02 - $131.55 $126K - $168K
6.7K $880K
MCBS
Metro City Bankshares, Inc.

Financial Services
13.1K
+ 46.0%
$26.9 - $30.53 $353K - $400K
41.6K $1.15M
WRBY
Warby Parker Inc.

Healthcare
8.09K
+ 40.44%
$21.37 - $28.56 $173K - $231K
28.1K $775K
OGN
Organon & Co.

Healthcare
14K
+ 7.5%
$8.4 - $10.85 $118K - $152K
201K $2.14M
SLF
Sun Life Financial Inc

Financial Services
12.8K
+ 18.99%
$56.54 - $66.41 $724K - $851K
80.3K $4.82M
IDT
Idt Corp

Communication Services
6.41K
New
$52.31 - $69.88 $336K - $448K
6.41K $335K
TTI
Tetra Technologies Inc

Energy
37.3K
+ 73.96%
$3.23 - $5.89 $121K - $220K
87.8K $504K
SPOT
Spotify Technology S.A.

Communication Services
3.11K
+ 11.75%
$620.01 - $738.53 $1.93M - $2.3M
29.6K $20.7M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
12.1K
New
$25.83 - $30.45 $314K - $370K
12.1K $335K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.14K
+ 84.73%
$85.31 - $97.03 $268K - $305K
6.85K $651K
STM
St Microelectronics N.V.

Technology
24.4K
+ 14.75%
$24.77 - $33.41 $604K - $815K
190K $5.36M
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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