Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
18.2K
+ 31.79%
$850.86 - $1044.69 $15.5M - $19M
75.6K $69.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
246K
+ 40.85%
$32.78 - $35.79 $8.05M - $8.79M
847K $30.2M
VTV
Vanguard Value ETF

ETFs
18.9K
+ 2.71%
$175.51 - $186.57 $3.32M - $3.53M
718K $134M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
25K
+ 5.83%
$89.32 - $107.82 $2.23M - $2.7M
454K $48.9M
VXF
Vanguard Extended Market ETF

ETFs
10.7K
+ 2.21%
$193.58 - $213.07 $2.06M - $2.27M
493K $103M
DLR
Digital Realty Trust, Inc.

Real Estate
60.6K
+ 36.52%
$161.21 - $180.02 $9.77M - $10.9M
226K $39.1M
UBER
Uber Technologies, Inc

Technology
85.6K
+ 22.34%
$86.91 - $99.57 $7.44M - $8.52M
469K $45.9M
MCD
Mcdonalds Corp

Consumer Cyclical
19.4K
+ 5.38%
$291.67 - $316.99 $5.66M - $6.15M
380K $115M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
298K
+ 878.35%
$31.79 - $33.42 $9.48M - $9.97M
332K $11.1M
QCOM
Qualcomm Inc

Technology
40.5K
+ 8.83%
$145.84 - $173.55 $5.91M - $7.03M
499K $83M
WDAY
Workday, Inc.

Technology
40K
+ 116.69%
$213.69 - $247.69 $8.54M - $9.9M
74.2K $17.9M
LOW
Lowes Companies Inc

Consumer Cyclical
12K
+ 5.31%
$215.01 - $273.02 $2.57M - $3.26M
237K $59.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
281K
+ 172.53%
$29.55 - $32.52 $8.3M - $9.13M
444K $14.2M
APPF
Appfolio Inc

Technology
31.8K
+ 296.03%
$229.81 - $321.25 $7.3M - $10.2M
42.5K $11.7M
D
Dominion Energy, Inc

Utilities
129K
+ 45.16%
$56.32 - $62.1 $7.26M - $8M
414K $25.3M
HOOD
Robinhood Markets, Inc.

Technology
29.4K
+ 29.37%
$91.27 - $143.18 $2.69M - $4.21M
130K $18.6M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
28.9K
+ 4.74%
$133.48 - $144.38 $3.86M - $4.18M
640K $91.2M
AZO
Autozone Inc

Consumer Cyclical
1.62K
+ 45.45%
$3649.42 - $4354.54 $5.91M - $7.05M
5.18K $22.2M
XEL
Xcel Energy Inc

Utilities
64.1K
+ 21.3%
$67.56 - $80.65 $4.33M - $5.17M
365K $29.5M
RBLX
Roblox Corp

Communication Services
17.1K
+ 9.18%
$100.65 - $141.56 $1.72M - $2.42M
203K $28.2M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
40.8K
+ 1.32%
$29.8 - $32.29 $1.22M - $1.32M
3.13M $101M
SCHG
Schwab Strategic Tr Us Large C

ETFs
105K
+ 5.6%
$28.92 - $32.19 $3.04M - $3.38M
1.98M $63.2M
FIX
Comfort Systems Usa Inc

Industrials
4.09K
+ 23.49%
$521.66 - $825.18 $2.13M - $3.38M
21.5K $17.8M
GLW
Corning Inc

Technology
15.7K
+ 6.65%
$51.6 - $82.03 $810K - $1.29M
252K $20.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.93K
+ 32.75%
$5364.25 - $5815.92 $10.4M - $11.2M
7.84K $42.3M
WELL
Welltower Inc.

Real Estate
20.7K
+ 11.51%
$150.71 - $178.14 $3.13M - $3.69M
201K $35.8M
BE
Bloom Energy Corp

Industrials
56.3K
+ 104.2%
$22.13 - $86.27 $1.25M - $4.86M
110K $9.33M
ROST
Ross Stores, Inc.

Consumer Cyclical
40.7K
+ 57.35%
$127.59 - $152.81 $5.19M - $6.21M
112K $17M
CMI
Cummins Inc

Industrials
3.37K
+ 4.97%
$327.85 - $426.39 $1.11M - $1.44M
71.2K $30.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.35K
+ 1.3%
$108.97 - $121.65 $910K - $1.02M
650K $78.5M
VEEV
Veeva Systems Inc

Healthcare
24.8K
+ 60.07%
$269.2 - $297.91 $6.68M - $7.39M
66.1K $19.7M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
9.14K
+ 0.34%
$58.7 - $62.94 $536K - $575K
2.68M $167M
IGOV
Ishares 1 3 International Trea

ETFs
191K
+ 17.28%
$41.44 - $43.19 $7.91M - $8.25M
1.3M $55.2M
SPG
Simon Property Group Inc

Real Estate
25.6K
+ 26.26%
$159.93 - $187.67 $4.1M - $4.81M
123K $23.1M
BHP
Bhp Group LTD

Basic Materials
106K
+ 58.14%
$48.67 - $56.22 $5.17M - $5.97M
289K $16.1M
PSX
Phillips 66

Energy
24.1K
+ 10.29%
$118.37 - $139.46 $2.85M - $3.36M
258K $35.1M
NEM
Newmont Corp

Basic Materials
37.1K
+ 23.83%
$57.35 - $85.25 $2.13M - $3.16M
193K $16.2M
ET
Energy Transfer LP

Energy
478K
+ 43.68%
$17.11 - $18.16 $8.18M - $8.69M
1.57M $27M
SPYG
Spdr Portfolio

ETFs
1.43K
+ 0.19%
$94.33 - $105.31 $135K - $150K
737K $77M
RY
Royal Bank Of Canada

Financial Services
19.6K
+ 7.92%
$128.46 - $148.6 $2.52M - $2.91M
267K $39.3M
NEE
Nextera Energy Inc

Utilities
17.5K
+ 1.95%
$69.77 - $77.54 $1.22M - $1.36M
915K $69.1M
SONY
Sony Group Corp

Technology
69.2K
+ 4.02%
$23.92 - $30.07 $1.66M - $2.08M
1.79M $51.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.7K
+ 0.33%
$36.04 - $38.78 $278K - $299K
2.34M $90.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10.5K
+ 110.22%
$534.91 - $598.71 $5.59M - $6.26M
19.9K $11.2M
VGSH
Vanguard

ETFs
103K
+ 6.92%
$58.43 - $58.88 $6.02M - $6.07M
1.59M $93.7M
NVS
Novartis Ag

Healthcare
25.6K
+ 6.42%
$113.5 - $129.73 $2.9M - $3.32M
424K $54.4M
AEP
American Electric Power CO Inc

Utilities
30.4K
+ 10.06%
$103.26 - $115.0 $3.14M - $3.5M
333K $37.5M
STX
Seagate Technology Holdings PLC

Technology
6.34K
+ 12.72%
$142.01 - $236.06 $900K - $1.5M
56.1K $13.3M
VBR
Vanguard Small Cap Value ETF

ETFs
9.42K
+ 3.16%
$195.41 - $212.37 $1.84M - $2M
307K $64.1M
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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