Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
6.31K
+ 46.66%
$40.04 - $45.11 $253K - $285K
19.8K $879K
POR
Portland General Electric CO

Utilities
4.95K
+ 14.46%
$39.73 - $44.0 $197K - $218K
39.2K $1.72M
MEG
Montrose Environmental Group, Inc.

Industrials
2.11K
+ 4.25%
$20.57 - $31.06 $43.3K - $65.4K
51.6K $1.42M
TENB
Tenable Holdings, Inc.

Technology
13.9K
+ 86.74%
$28.58 - $35.46 $398K - $493K
30K $873K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
12.5K
New
$24.04 - $27.04 $301K - $339K
12.5K $332K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4.91K
+ 37.16%
$73.7 - $90.42 $361K - $444K
18.1K $1.33M
TFSL
Tfs Financial Corp

Financial Services
23.8K
+ 31.69%
$12.61 - $14.23 $300K - $339K
98.9K $1.3M
OPRX
Optimize Rx Corp

Healthcare
16.2K
New
$12.48 - $20.51 $202K - $331K
16.2K $331K
REVG
Rev Group, Inc.

Industrials
4.01K
+ 35.32%
$46.09 - $63.91 $185K - $256K
15.4K $871K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
16.2K
+ 51.02%
$8.2 - $12.84 $133K - $208K
48K $585K
ADCT
Adc Therapeutics Sa

Healthcare
70.7K
+ 196.26%
$2.64 - $4.02 $187K - $284K
107K $426K
DRD
Drdgold LTD

Basic Materials
1.9K
+ 9.75%
$13.32 - $28.41 $25.3K - $53.9K
21.4K $589K
ROCK
Gibraltar Industries, Inc.

Industrials
5.23K
New
$58.09 - $66.74 $304K - $349K
5.23K $328K
CENX
Century Aluminum CO

Basic Materials
11.2K
New
$18.1 - $29.4 $202K - $328K
11.2K $327K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.52K
+ 9.75%
$99.92 - $146.67 $152K - $223K
17.1K $2.27M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
505
+ 5.66%
$138.31 - $165.45 $69.8K - $83.6K
9.42K $1.56M
FSBC
Five Star Bancorp

Financial Services
8.15K
+ 46.59%
$29.1 - $33.75 $237K - $275K
25.6K $825K
DSGX
Descartes Systems Group Inc

Technology
5.01K
+ 25.49%
$94.23 - $107.79 $472K - $540K
24.7K $2.32M
OZK
Bank Ozk

Financial Services
4.81K
+ 23.51%
$47.4 - $53.14 $228K - $255K
25.2K $1.29M
FIVN
Five9, Inc.

Technology
14.1K
+ 184.11%
$24.05 - $29.16 $339K - $411K
21.7K $526K
IART
Integra Lifesciences Holdings Corp

Healthcare
20.2K
+ 125.42%
$11.13 - $15.99 $225K - $323K
36.3K $520K
STAA
Staar Surgical CO

Healthcare
6.14K
+ 39.11%
$16.61 - $28.57 $102K - $175K
21.8K $586K
HOMB
Home Bancshares Inc

Financial Services
11.9K
+ 13.54%
$27.55 - $30.19 $329K - $360K
100K $2.83M
LCII
Lci Industries

Consumer Cyclical
3.37K
+ 76.76%
$93.15 - $107.98 $313K - $363K
7.75K $721K
LEG
Leggett & Platt Inc

Consumer Cyclical
36.8K
+ 33.5%
$8.08 - $10.59 $297K - $389K
146K $1.3M
DCOM
Dime Community Bancshares, Inc.

Financial Services
8.94K
+ 46.49%
$27.13 - $31.78 $242K - $284K
28.2K $839K
TRMK
Trustmark Corp

Financial Services
8.15K
New
$36.46 - $41.06 $297K - $335K
8.15K $322K
ACCO
Acco Brands Corp

Industrials
74.8K
+ 137.47%
$3.44 - $4.2 $257K - $314K
129K $515K
NRDS
Nerdwallet, Inc.

Financial Services
30.2K
+ 186.77%
$9.18 - $11.38 $277K - $344K
46.4K $498K
NWBI
Northwest Bancshares, Inc.

Financial Services
26.2K
+ 202.92%
$11.5 - $13.53 $301K - $354K
39.1K $484K
PRTA
Prothena Corp Public LTD CO

Healthcare
13.6K
+ 26.84%
$6.22 - $9.76 $84.4K - $132K
64.1K $626K
WTFC
Wintrust Financial Corp

Financial Services
1.37K
+ 8.37%
$122.55 - $139.81 $168K - $191K
17.7K $2.34M
ADPT
Adaptive Biotechnologies Corp

Healthcare
5.01K
+ 6.8%
$10.24 - $14.96 $51.3K - $74.9K
78.6K $1.18M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
26.9K
+ 77.44%
$10.3 - $13.65 $277K - $367K
61.6K $727K
AGO
Assured Guaranty LTD

Financial Services
4.06K
+ 37.75%
$80.41 - $86.64 $327K - $352K
14.8K $1.26M
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 39.3%
$107.15 - $118.05 $240K - $264K
7.93K $936K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
37.7K
New
$3.95 - $8.44 $149K - $318K
37.7K $317K
PL
Planet Labs Pbc

Industrials
11.2K
+ 44.96%
$6.14 - $12.98 $68.8K - $146K
36.2K $469K
FLYW
Flywire Corp

Technology
17.9K
+ 43.35%
$10.33 - $13.74 $185K - $245K
59.1K $799K
FDS
Factset Research Systems Inc

Financial Services
3.21K
+ 85.52%
$283.86 - $450.3 $912K - $1.45M
6.97K $2M
HLNE
Hamilton Lane Inc

Financial Services
2.9K
+ 28.02%
$134.79 - $160.88 $390K - $466K
13.2K $1.78M
CCI
Crown Castle International Corp

Real Estate
7.67K
+ 11.26%
$92.96 - $113.91 $713K - $874K
75.8K $7.32M
LQDA
Liquidia Corp

Healthcare
1.46K
+ 5.43%
$12.06 - $28.85 $17.6K - $42.1K
28.3K $649K
IRMD
Iradimed Corp

Healthcare
4.42K
New
$56.19 - $74.27 $248K - $328K
4.42K $314K
CNDT
Conduent Inc

Technology
104K
+ 69.77%
$2.43 - $2.96 $252K - $307K
252K $706K
QUBT
Quantum Computing Inc.

Technology
17K
New
$14.33 - $23.27 $244K - $396K
17K $313K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
7.86K
+ 28.83%
$14.51 - $22.53 $114K - $177K
35.1K $718K
ENTG
Entegris Inc

Technology
1.59K
+ 11.27%
$72.03 - $95.97 $114K - $152K
15.7K $1.45M
CPRI
Capri Holdings LTD

Consumer Cyclical
15.7K
New
$16.99 - $22.03 $267K - $346K
15.7K $313K
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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