Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
957
+ 0.76%
$81.76 - $86.36 $78.2K - $82.6K
127K $10.8M
CNMD
Conmed Corp

Healthcare
4.45K
+ 74.88%
$45.67 - $55.81 $203K - $248K
10.4K $488K
SXI
Standex International Corp

Industrials
170
+ 6.6%
$154.17 - $214.67 $26.2K - $36.5K
2.75K $581K
IX
Orix Corp

Financial Services
3.17K
+ 11.81%
$22.28 - $27.06 $70.6K - $85.8K
30K $783K
CPNG
Coupang, Inc.

Consumer Cyclical
3.98K
+ 17.97%
$27.67 - $33.53 $110K - $133K
26.1K $841K
VTOL
Bristow Group Inc.

Energy
4.3K
+ 60.06%
$33.13 - $38.61 $142K - $166K
11.5K $413K
HBM
Hudbay Minerals Inc.

Basic Materials
4.13K
+ 16.46%
$9.06 - $15.21 $37.4K - $62.8K
29.2K $442K
LRGF
Ishares Tr

ETFs
1.05K
+ 4.96%
$64.13 - $69.24 $67.1K - $72.4K
22.2K $1.53M
EWA
Ishares Msci Australia ETF

ETFs
4.74K
+ 6.57%
$25.91 - $27.57 $123K - $131K
76.9K $2.08M
UAA
Under Armour, Inc.

Consumer Cyclical
46.7K
+ 153.47%
$4.77 - $7.37 $223K - $344K
77.2K $385K
AVIV
American Centy ETF Tr Avantis
7
+ 0.02%
$61.83 - $67.44 $433 - $472
33.9K $2.29M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.01K
+ 57.31%
$50.32 - $54.01 $152K - $163K
8.27K $446K
HTBK
Heritage Commerce Corp

Financial Services
17.6K
+ 10.19%
$9.25 - $10.69 $163K - $189K
191K $1.89M
GNW
Genworth Financial Inc

Financial Services
19.9K
New
$7.26 - $9.11 $144K - $181K
19.9K $176K
ARRY
Array Technologies, Inc.

Technology
7.51K
+ 14.67%
$5.48 - $9.56 $41.2K - $71.8K
58.7K $478K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
24
+ 0.07%
$105.03 - $112.54 $2.52K - $2.7K
32.2K $3.55M
CADE
Cadence Bank

Financial Services
1.21K
+ 5.24%
$33.44 - $38.12 $40.5K - $46.1K
24.3K $911K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
15.5K
New
$10.85 - $11.41 $168K - $176K
15.5K $173K
ENIC
Enel Chile S.A.

Utilities
29.6K
+ 13.41%
$3.12 - $3.89 $92.4K - $115K
250K $974K
MUSA
Murphy Usa Inc.

Consumer Cyclical
561
+ 23.44%
$361.83 - $435.43 $203K - $244K
2.95K $1.15M
BITF
Bitfarms LTD

Financial Services
167
+ 0.2%
$0.84 - $3.2 $140 - $534
85.7K $244K
OFIX
Orthofix Medical Inc.

Healthcare
11.8K
New
$10.63 - $15.48 $125K - $182K
11.8K $172K
OMCL
Omnicell, Inc

Healthcare
5.34K
+ 56.84%
$26.88 - $33.62 $143K - $179K
14.7K $448K
LMAT
Lemaitre Vascular Inc

Healthcare
1.81K
+ 62.11%
$79.77 - $100.33 $144K - $181K
4.71K $412K
CXDO
Crexendo, Inc.

Communication Services
148
+ 0.03%
$5.3 - $6.99 $784 - $1.03K
531K $3.39M
DRH
Diamond Rock Hospitality CO

Real Estate
21K
+ 162.59%
$7.57 - $8.6 $159K - $180K
33.9K $269K
GCMG
Gcm Grosvenor Inc.

Financial Services
14.2K
New
$11.5 - $13.12 $164K - $187K
14.2K $171K
BIGC
Big Commerce Holdings, Inc.

Technology
39.3K
+ 165.97%
$4.16 - $5.26 $163K - $207K
62.9K $288K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.49K
+ 14.46%
$83.67 - $106.19 $208K - $265K
19.7K $1.94M
EBR
Brazilian Electric Power CO

Utilities
1.4K
+ 2.26%
$6.75 - $9.92 $9.47K - $13.9K
63.6K $630K
JBL
Jabil Inc

Technology
960
+ 2.26%
$202.08 - $234.45 $194K - $225K
43.5K $9.45M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
743
+ 1.29%
$33.05 - $35.83 $24.6K - $26.6K
58.2K $2.08M
ACMR
Acm Research, Inc.

Technology
1.55K
+ 18.97%
$23.92 - $39.13 $37.1K - $60.7K
9.72K $380K
RCUS
Arcus Biosciences, Inc.

Healthcare
771
+ 2.67%
$8.22 - $13.6 $6.34K - $10.5K
29.6K $402K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
305
+ 12.6%
$231.32 - $272.35 $70.6K - $83.1K
2.73K $741K
DCTH
Delcath Systems, Inc.

Healthcare
15.6K
New
$10.01 - $12.76 $156K - $199K
15.6K $167K
CLH
Clean Harbors Inc

Industrials
698
+ 13.03%
$225.84 - $250.43 $158K - $175K
6.05K $1.41M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
10.9K
New
$14.33 - $15.38 $156K - $167K
10.9K $167K
XP
Xp Inc.

Financial Services
13.7K
+ 21.26%
$16.0 - $20.11 $219K - $275K
77.9K $1.46M
NMIH
Nmi Holdings, Inc.

Financial Services
7.23K
+ 24.84%
$37.19 - $43.15 $269K - $312K
36.3K $1.39M
PPTA
Perpetua Resources Corp.

Basic Materials
3.64K
+ 33.01%
$11.92 - $21.16 $43.4K - $77.1K
14.7K $299K
HTBI
Home Trust Bancshares, Inc.

Financial Services
4.86K
+ 31.07%
N/A
20.5K $696K
BCAT
Black Rock Capital Allocation Trust

ETFs
11.2K
New
$14.56 - $15.29 $163K - $171K
11.2K $165K
NVMI
Nova Ltd.

Technology
285
+ 17.14%
$237.16 - $319.66 $67.6K - $91.1K
1.95K $622K
RLAY
Relay Therapeutics, Inc.

Healthcare
7.26K
+ 9.99%
$3.22 - $5.22 $23.4K - $37.9K
79.9K $416K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
3.39K
+ 32.49%
$66.56 - $84.85 $226K - $288K
13.8K $920K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
10.8K
+ 20.29%
$23.52 - $28.77 $253K - $310K
63.8K $1.68M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
10.6K
+ 36.76%
$19.08 - $23.53 $202K - $249K
39.4K $771K
WCN
Waste Connections, Inc.

Industrials
1.46K
+ 17.22%
$171.32 - $191.84 $250K - $280K
9.94K $1.75M
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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