Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRCT
Cricut, Inc.

Technology
49.8K
New
$4.64 - $7.21 $231K - $359K
49.8K $313K
CCRN
Cross Country Healthcare Inc

Healthcare
19.7K
+ 70.2%
$12.01 - $14.23 $237K - $281K
47.8K $678K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.42K
+ 38.69%
N/A
19.4K $1.12M
CCSI
Consensus Cloud Solutions, Inc.

Technology
10.6K
New
$19.66 - $29.46 $209K - $312K
10.6K $311K
ITB
Ishares Tr

ETFs
517
+ 2.86%
$94.18 - $117.14 $48.7K - $60.6K
18.6K $1.99M
HCKT
Hackett Group, Inc.

Technology
16.2K
New
$19.01 - $25.92 $309K - $421K
16.2K $308K
NTLA
Intellia Therapeutics, Inc.

Healthcare
2.63K
+ 7.95%
$9.88 - $17.76 $26K - $46.7K
35.7K $617K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
26.3K
New
$10.78 - $11.84 $283K - $311K
26.3K $306K
SHC
Sotera Health CO

Healthcare
13.5K
+ 67.07%
$11.01 - $16.5 $149K - $223K
33.7K $530K
VAW
Vanguard Materials ETF

ETFs
234
+ 0.91%
$193.21 - $210.15 $45.2K - $49.2K
26K $5.33M
MMI
Marcus & Millichap, Inc.

Real Estate
10.9K
+ 89.77%
$28.74 - $33.19 $314K - $363K
23.1K $678K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
57.7K
New
$5.21 - $5.57 $301K - $321K
57.7K $304K
WERN
Werner Enterprises Inc

Industrials
14.6K
+ 19.11%
$26.03 - $29.98 $380K - $438K
91K $2.4M
UFCS
United Fire Group Inc

Financial Services
9.98K
New
$26.11 - $32.5 $260K - $324K
9.98K $303K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
12K
+ 31.67%
$19.02 - $28.4 $228K - $341K
49.9K $1.25M
ATLC
Atlanticus Holdings Corp

Financial Services
5.18K
New
$48.02 - $76.15 $249K - $394K
5.18K $303K
BOH
Bank Of Hawaii Corp

Financial Services
4.6K
New
$61.35 - $71.13 $282K - $327K
4.6K $302K
BAX
Baxter International Inc

Healthcare
34.8K
+ 53.2%
$21.71 - $31.23 $756K - $1.09M
100K $2.28M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.63K
+ 64.05%
$43.1 - $44.6 $286K - $296K
17K $751K
ADUS
Addus Home Care Corp

Healthcare
2.38K
+ 33.9%
$104.96 - $118.41 $250K - $282K
9.41K $1.11M
ORA
Ormat Technologies, Inc.

Utilities
1.34K
+ 9.88%
$84.64 - $96.25 $113K - $129K
14.9K $1.43M
FMBH
First Mid Bancshares, Inc.

Financial Services
7.18K
+ 11.31%
$37.18 - $40.64 $267K - $292K
70.7K $2.68M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
15.5K
New
$18.58 - $19.75 $289K - $307K
15.5K $297K
GDOT
Green Dot Corp

Financial Services
16.8K
+ 63.17%
$9.64 - $15.25 $162K - $257K
43.5K $584K
SIGA
Siga Technologies Inc

Healthcare
22.4K
+ 64.88%
$6.46 - $9.48 $145K - $212K
57K $521K
TNGX
Tango Therapeutics, Inc.

Healthcare
35.2K
New
$4.96 - $8.53 $175K - $301K
35.2K $296K
PRCT
Procept Bio Robotics Corp

Healthcare
14.7K
+ 140.52%
$35.69 - $60.06 $526K - $885K
25.2K $900K
DOLE
Dole PLC

Consumer Defensive
24K
+ 48.67%
$13.15 - $14.95 $315K - $358K
73.2K $983K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
6.44K
+ 37.54%
$21.94 - $29.24 $141K - $188K
23.6K $688K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
19.5K
+ 194.06%
$14.8 - $15.15 $289K - $296K
29.6K $443K
NNI
Nelnet Inc

Financial Services
2.04K
+ 23.22%
$119.62 - $130.27 $244K - $266K
10.8K $1.36M
PODD
Insulet Corp

Healthcare
1.1K
+ 13.05%
$277.3 - $352.82 $304K - $387K
9.51K $2.93M
INDB
Independent Bank Corp

Financial Services
4.22K
New
$62.06 - $72.84 $262K - $307K
4.22K $291K
CBL
Cbl & Associates Properties Inc

Real Estate
9.52K
New
$25.55 - $32.5 $243K - $309K
9.52K $291K
LTC
Ltc Properties Inc

Real Estate
7.18K
+ 64.07%
$34.04 - $36.86 $244K - $264K
18.4K $677K
CNXN
Pc Connection Inc

Technology
4.69K
New
$58.97 - $67.71 $277K - $318K
4.69K $290K
VCYT
Veracyte, Inc.

Healthcare
8.45K
New
$23.03 - $34.33 $195K - $290K
8.45K $290K
SA
Seabridge Gold Inc

Basic Materials
1.04K
+ 3.8%
$14.71 - $24.15 $15.3K - $25.2K
28.5K $687K
NTR
Nutrien Ltd.

Basic Materials
4.39K
+ 6.64%
$55.69 - $62.11 $245K - $273K
70.6K $4.14M
MCB
Metropolitan Bank Holding Corp.

Financial Services
2.89K
+ 19.63%
$67.93 - $80.7 $196K - $233K
17.6K $1.32M
HYD
Vaneck High Yield Muni ETF

ETFs
5.66K
New
$48.85 - $50.94 $276K - $288K
5.66K $287K
BIO
Bio Rad Laboratories, Inc.

Healthcare
631
+ 22.56%
$241.95 - $303.82 $153K - $192K
3.43K $961K
LZ
Legalzoom.Com, Inc.

Industrials
25.6K
+ 184.85%
$8.3 - $11.18 $213K - $286K
39.5K $409K
SCVL
Shoe Carnival Inc

Consumer Cyclical
11.5K
+ 50.98%
$19.57 - $25.89 $225K - $298K
34K $707K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.71K
+ 1.13%
$52.39 - $53.11 $194K - $197K
331K $17.5M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
56.8K
+ 84.62%
$3.0 - $4.42 $170K - $251K
124K $479K
KYMR
Kymera Therapeutics, Inc.

Healthcare
5.03K
New
$37.68 - $58.5 $189K - $294K
5.03K $284K
POWL
Powell Industries Inc

Industrials
258
+ 11.7%
$205.47 - $304.3 $53K - $78.5K
2.46K $748K
ASH
Ashland Global Holdings Inc

Basic Materials
6.48K
+ 55.51%
$47.62 - $56.6 $308K - $367K
18.1K $869K
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