Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VITL
Vital Farms, Inc.

Consumer Defensive
5.51K
New
$35.27 - $52.41 $194K - $289K
5.51K $226K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.65K
+ 2.94%
$15.38 - $20.2 $25.4K - $33.3K
57.8K $1.17M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.08K
New
$67.1 - $74.29 $207K - $229K
3.08K $226K
ALE
Allete Inc

Utilities
2.66K
+ 12.79%
$62.45 - $66.45 $166K - $177K
23.4K $1.56M
APG
A Pi Group Corp

Industrials
26.9K
+ 64.17%
$33.09 - $36.34 $889K - $977K
68.8K $2.36M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 5.6%
$42.88 - $49.1 $70.1K - $80.3K
30.8K $1.49M
XPRO
Expro Group Holdings N.V.

Energy
10.5K
+ 34.37%
$8.27 - $12.66 $86.9K - $133K
41.1K $487K
FRHC
Freedom Holding Corp.

Financial Services
1.3K
New
$139.45 - $190.14 $182K - $248K
1.3K $224K
SLGN
Silgan Holdings Inc

Consumer Cyclical
6.38K
+ 141.67%
$41.5 - $56.76 $265K - $362K
10.9K $467K
BLBD
Blue Bird Corp

Consumer Cyclical
3.9K
New
$42.75 - $60.86 $167K - $237K
3.9K $223K
UHAL
Amerco

Industrials
4.47K
+ 49.14%
$55.87 - $63.85 $250K - $285K
13.6K $773K
UVE
Universal Insurance Holdings, Inc.

Financial Services
9.11K
+ 77.5%
$22.93 - $27.36 $209K - $249K
20.9K $548K
RM
Regional Management Corp.

Financial Services
5.7K
New
$29.2 - $45.54 $166K - $260K
5.7K $222K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.83K
New
$113.22 - $123.86 $207K - $226K
1.83K $222K
PCH
Potlatchdeltic Corp

Real Estate
5.47K
New
$39.34 - $44.24 $215K - $242K
5.47K $222K
NBHC
National Bank Holdings Corp

Financial Services
5.75K
New
$36.06 - $41.58 $207K - $239K
5.75K $222K
WHD
Cactus, Inc.

Energy
7.29K
+ 46.96%
$38.17 - $47.92 $278K - $349K
22.8K $900K
BBSI
Barrett Business Services Inc

Industrials
4.39K
+ 44.92%
$42.51 - $49.17 $187K - $216K
14.2K $628K
AMRC
Ameresco, Inc.

Industrials
1.07K
+ 10.65%
$15.87 - $34.84 $17K - $37.3K
11.1K $373K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
4.19K
New
N/A
4.19K $220K
EQX
Equinox Gold Corp.

Basic Materials
2.86K
+ 8.31%
$5.78 - $11.34 $16.5K - $32.5K
37.3K $418K
FYBR
Frontier Communications Parent, Inc.

Communication Services
5.43K
+ 29.75%
$36.44 - $37.53 $198K - $204K
23.7K $884K
DOOO
Brp Inc.

Consumer Cyclical
3.62K
New
$47.83 - $68.36 $173K - $247K
3.62K $219K
RPRX
Royalty Pharma PLC

Healthcare
7.32K
+ 13.92%
$34.9 - $37.91 $255K - $277K
59.9K $2.11M
SNDR
Schneider National, Inc.

Industrials
14.1K
+ 52.48%
$21.09 - $26.92 $298K - $380K
41.1K $868K
LINC
Lincoln Educational Services Corp

Consumer Defensive
9.4K
New
$18.81 - $24.5 $177K - $230K
9.4K $218K
STN
Stantec Inc

Industrials
2.21K
+ 9.42%
$105.75 - $112.26 $234K - $249K
25.7K $2.77M
PRDO
Perdoceo Education Corp

Consumer Defensive
5.8K
New
$28.08 - $37.66 $163K - $218K
5.8K $218K
PAHC
Phibro Animal Health Corp

Healthcare
5.38K
New
$26.11 - $41.23 $140K - $222K
5.38K $217K
PHR
Phreesia, Inc.

Healthcare
9.27K
New
$23.28 - $32.55 $216K - $302K
9.27K $217K
NEO
Neogenomics Inc

Healthcare
27.2K
+ 162.56%
$4.84 - $8.81 $132K - $240K
43.9K $339K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
498
+ 4.5%
$158.03 - $197.08 $78.7K - $98.1K
11.6K $1.93M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.17K
New
$49.98 - $52.24 $209K - $218K
4.17K $217K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.48K
New
$83.04 - $87.88 $206K - $218K
2.48K $217K
AVTR
Avantor, Inc.

Basic Materials
21.7K
+ 38.82%
$11.18 - $14.21 $243K - $309K
77.8K $970K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
15.4K
New
$13.32 - $14.12 $205K - $217K
15.4K $217K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
5.83K
New
$35.94 - $38.52 $209K - $224K
5.83K $216K
CTRA
Coterra Energy Inc.

Energy
13.9K
+ 21.32%
$23.09 - $25.45 $321K - $354K
79.2K $1.87M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.03K
+ 20.53%
$68.58 - $69.85 $208K - $212K
17.8K $1.24M
GUG
Guggenheim Active Allocation Fund

ETFs
13.9K
New
$15.2 - $16.25 $211K - $226K
13.9K $216K
BST
Black Rock Science & Technology Trust

Financial Services
5.24K
New
$38.01 - $41.55 $199K - $218K
5.24K $216K
PFG
Principal Financial Group Inc

Financial Services
411
+ 0.79%
$75.53 - $82.95 $31K - $34.1K
52.5K $4.36M
BRBR
Bellring Brands, Inc.

Consumer Defensive
14.3K
+ 101.19%
$35.51 - $58.78 $507K - $839K
28.4K $1.03M
BTG
B2 Gold Corp

Basic Materials
13K
+ 11.59%
$3.32 - $4.96 $43.3K - $64.7K
126K $621K
SR
Spire Inc

Utilities
1.65K
+ 17.36%
$72.83 - $81.52 $120K - $134K
11.1K $906K
GRVY
Gravity Co., Ltd.

Communication Services
3.37K
New
$61.53 - $68.2 $207K - $230K
3.37K $215K
EGBN
Eagle Bancorp Inc

Financial Services
10.7K
New
$15.96 - $21.66 $170K - $231K
10.7K $215K
DXPE
Dxp Enterprises Inc

Industrials
1.81K
New
$89.1 - $125.82 $161K - $227K
1.81K $215K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
4.91K
+ 24.68%
$51.85 - $58.13 $255K - $285K
24.8K $1.3M
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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