Creative Planning Purchases in Q3 2025

Creative Planning

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

Technology
16.1K
+ 104.48%
$13.44 - $18.2 $216K - $292K
31.4K $497K
HCSG
Healthcare Services Group Inc

Healthcare
16.9K
New
$12.69 - $16.83 $214K - $284K
16.9K $283K
OGE
Oge Energy Corp.

Utilities
1.13K
+ 0.92%
$43.46 - $46.27 $48.9K - $52.1K
123K $5.69M
BRZE
Braze, Inc.

Technology
9.59K
+ 35.58%
$24.11 - $32.65 $231K - $313K
36.5K $1.04M
CNOB
Connect One Bancorp, Inc.

Financial Services
8.4K
+ 19.15%
$22.24 - $26.24 $187K - $220K
52.2K $1.3M
TDS
Telephone & Data Systems Inc

Communication Services
5.56K
+ 32.48%
$35.43 - $40.72 $197K - $226K
22.7K $889K
AM
Antero Midstream Corp

Energy
11.5K
+ 10.02%
$16.87 - $19.58 $194K - $225K
126K $2.46M
EFX
Equifax Inc

Industrials
1.48K
+ 4.17%
$234.03 - $265.73 $347K - $394K
37.1K $9.51M
GHM
Graham Corp

Industrials
4.25K
+ 38.18%
$47.07 - $57.43 $200K - $244K
15.4K $830K
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.13K
+ 11.8%
$49.08 - $57.8 $104K - $123K
20.2K $1.17M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5.31K
New
$51.82 - $60.27 $275K - $320K
5.31K $278K
LXP
Lxp Industrial Trust

Real Estate
28.5K
+ 86.54%
$7.75 - $9.34 $221K - $266K
61.5K $550K
UPWK
Upwork, Inc

Industrials
6.8K
+ 23.24%
$11.75 - $20.07 $79.9K - $136K
36K $669K
FBP
First Bancorp

Financial Services
12.6K
New
$20.32 - $22.49 $256K - $283K
12.6K $277K
VVI
Viad Corp

Industrials
6.74K
New
N/A
6.74K $276K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
77.7K
+ 66.95%
$2.03 - $2.89 $158K - $225K
194K $555K
QURE
Uni Qure N.V.

Healthcare
4.74K
New
$13.28 - $59.4 $62.9K - $281K
4.74K $276K
ACLX
Arcellx, Inc.

Healthcare
1.67K
+ 19.67%
$64.69 - $82.1 $108K - $137K
10.2K $834K
DGX
Quest Diagnostics Inc

Healthcare
1.99K
+ 11.56%
N/A
19.2K $2.64M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.67K
New
$68.95 - $75.02 $253K - $275K
3.67K $274K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
6.12K
New
$44.3 - $49.24 $271K - $301K
6.12K $274K
PLTK
Playtika Holding Corp.

Communication Services
76.2K
+ 271.43%
$3.44 - $5.0 $262K - $381K
104K $405K
ENOV
Enovis Corp

Industrials
9.02K
New
$25.74 - $35.94 $232K - $324K
9.02K $273K
GCI
Gannett Co., Inc.

Communication Services
55.4K
+ 69.85%
$3.54 - $4.38 $196K - $242K
135K $555K
WIX
Wix.Com Ltd.

Technology
612
+ 7.18%
$115.43 - $184.24 $70.6K - $113K
9.13K $1.62M
EXTR
Extreme Networks Inc

Technology
8.62K
+ 24.82%
$16.78 - $22.85 $145K - $197K
43.4K $895K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
3.72K
New
$72.15 - $75.72 $268K - $281K
3.72K $272K
MCO
Moodys Corp

Financial Services
2.03K
+ 7.33%
$472.69 - $521.32 $959K - $1.06M
29.7K $14.2M
AGYS
Agilysys Inc

Technology
2.57K
New
$103.28 - $119.39 $265K - $307K
2.57K $270K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.79K
New
$52.31 - $56.47 $250K - $270K
4.79K $270K
FDRR
Fidelity Covington Tr Divid Et

ETFs
4.6K
New
$54.44 - $58.63 $250K - $270K
4.6K $269K
AA
Alcoa Corp

Basic Materials
5.31K
+ 19.0%
$28.4 - $33.85 $151K - $180K
33.3K $1.09M
UCTT
Ultra Clean Holdings, Inc.

Technology
5.86K
+ 25.33%
$21.63 - $29.38 $127K - $172K
29K $790K
ARES
Ares Management Corp

Financial Services
4.51K
+ 13.26%
$159.89 - $192.76 $721K - $870K
38.5K $6.16M
JXN
Jackson Financial Inc.

Financial Services
1.74K
+ 23.78%
$84.06 - $103.8 $147K - $181K
9.08K $918K
GBX
Greenbrier Companies Inc

Industrials
5.71K
+ 23.16%
$43.97 - $56.91 $251K - $325K
30.3K $1.4M
ESS
Essex Property Trust, Inc.

Real Estate
976
+ 14.61%
N/A
7.66K $2.09M
DMAC
Dia Medica Therapeutics Inc.

Healthcare
38.8K
New
$3.57 - $7.16 $138K - $278K
38.8K $266K
PSTL
Postal Realty Trust, Inc.

Real Estate
14.2K
+ 35.42%
$13.7 - $16.35 $195K - $233K
54.4K $857K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
13.9K
+ 39.54%
$17.96 - $19.62 $250K - $273K
49.1K $914K
IBOC
International Bancshares Corp

Financial Services
3.52K
+ 32.13%
$67.44 - $72.68 $237K - $255K
14.5K $993K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
4.36K
+ 60.57%
$81.24 - $97.99 $354K - $427K
11.6K $960K
RMR
Rmr Group Inc.

Real Estate
16.9K
New
$15.46 - $17.72 $261K - $299K
16.9K $265K
WAL
Western Alliance Bancorporation

Financial Services
2.18K
+ 24.93%
$76.33 - $91.49 $166K - $199K
10.9K $945K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
9.79K
New
$17.7 - $27.7 $173K - $271K
9.79K $265K
HONE
Harbor One Bancorp, Inc.

Financial Services
15.7K
+ 61.73%
$11.61 - $13.75 $183K - $216K
41.3K $561K
CHDN
Churchill Downs Inc

Consumer Cyclical
3.06K
+ 37.79%
$95.3 - $113.75 $291K - $348K
11.1K $1.08M
NJR
New Jersey Resources Corp

Utilities
3.69K
+ 14.42%
$45.05 - $48.15 $166K - $178K
29.3K $1.41M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.17K
+ 19.76%
$67.16 - $93.48 $78.5K - $109K
7.08K $660K
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