Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALV
Autoliv Inc

Consumer Cyclical
462
+ 7.27%
$110.31 - $127.65 $51K - $59K
6.81K $841K
VNO
Vornado Realty Trust

Real Estate
791
+ 1.83%
$35.91 - $42.97 $28.4K - $34K
43.9K $1.78M
GUNR
Flexshares Tr Morningstar Glob

ETFs
302
+ 0.94%
$40.15 - $43.86 $12.1K - $13.2K
32.4K $1.42M
ROM
Proshares Ultra Technology

ETFs
86
+ 1.16%
$74.72 - $93.32 $6.43K - $8.03K
7.51K $695K
DAKT
Daktronics Inc

Technology
2.2K
+ 14.74%
$15.38 - $24.04 $33.8K - $52.9K
17.1K $355K
RGNX
Regenxbio Inc.

Healthcare
11.3K
+ 77.24%
$7.46 - $9.89 $84.2K - $112K
25.9K $250K
CERT
Certara, Inc.

Healthcare
10.7K
New
$9.53 - $12.22 $102K - $131K
10.7K $130K
CMRE
Costamare Inc.

Industrials
4.54K
+ 17.03%
$8.98 - $12.73 $40.8K - $57.8K
31.2K $371K
GNTY
Guaranty Bancshares Inc

Financial Services
1.72K
+ 24.27%
$42.63 - $52.33 $73.5K - $90.2K
8.83K $430K
IYR
Ishares Tr

ETFs
1.02K
+ 7.85%
$94.16 - $98.46 $95.8K - $100K
14K $1.36M
CDAY
Ceridian Hcm Holding Inc.

Technology
1.97K
+ 15.64%
N/A
14.6K $942K
NEOG
Neogen Corp

Healthcare
14.3K
+ 28.45%
$4.65 - $5.75 $66.3K - $81.9K
64.4K $367K
SLQT
Select Quote, Inc.

Financial Services
90.8K
+ 74.67%
$1.74 - $2.69 $158K - $244K
212K $416K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
2.09K
+ 5.78%
$18.0 - $24.76 $37.6K - $51.7K
38.2K $946K
GSL
Global Ship Lease, Inc.

Industrials
2.48K
+ 22.46%
$26.17 - $33.06 $65K - $82.1K
13.5K $415K
APEI
American Public Education Inc

Consumer Defensive
618
+ 5.53%
$28.03 - $39.47 $17.3K - $24.4K
11.8K $465K
OCUP
Ocuphire Pharma, Inc.

Healthcare
128K
New
N/A
128K $125K
TNDM
Tandem Diabetes Care Inc

Healthcare
10.3K
New
$10.12 - $17.24 $104K - $177K
10.3K $124K
ELP
Energy CO Of Parana

Utilities
4.31K
+ 3.56%
$8.34 - $9.9 $36K - $42.7K
125K $1.23M
TRVI
Trevi Therapeutics, Inc.

Healthcare
5.93K
+ 29.28%
$5.62 - $9.62 $33.3K - $57K
26.2K $234K
KIND
Nextdoor Holdings, Inc.

Communication Services
31.7K
+ 23.61%
$1.58 - $2.31 $50.1K - $73.3K
166K $347K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
10.6K
New
$10.94 - $11.76 $116K - $124K
10.6K $124K
TMST
Timken Steel Corp

Basic Materials
5.71K
+ 15.81%
N/A
41.9K $900K
REAL
The Real Real, Inc.

Consumer Cyclical
3.4K
+ 23.37%
$4.94 - $10.89 $16.8K - $37K
17.9K $192K
TFLO
Ishares Treasury Floating Rate

ETFs
2.82K
+ 0.84%
$50.45 - $50.65 $142K - $143K
340K $17.2M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.02K
+ 13.9%
$73.9 - $84.4 $75.3K - $86K
8.35K $655K
XLP
Consumer Staples Sector Spdr

ETFs
1.61K
+ 0.93%
N/A
174K $13.3M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.94K
+ 2.5%
$20.5 - $21.65 $39.7K - $41.9K
79.4K $1.71M
MRC
Mrc Global Inc.

Energy
7.07K
+ 23.86%
$12.79 - $15.34 $90.4K - $108K
36.7K $528K
HI
Hillenbrand, Inc.

Industrials
1.08K
+ 8.15%
$19.59 - $27.04 $21.2K - $29.3K
14.4K $388K
DERM
Journey Medical Corp

Healthcare
17.7K
+ 54.13%
$6.9 - $8.54 $122K - $151K
50.5K $357K
BHK
Blackrock Core Bond Trust

Financial Services
12.2K
New
$9.42 - $9.94 $115K - $121K
12.2K $121K
CCK
Crown Holdings Inc

Consumer Cyclical
4.48K
+ 9.16%
$92.19 - $108.12 $413K - $484K
53.4K $5.16M
HLMN
Hillman Solutions Corp.

Industrials
9.64K
+ 61.08%
$7.39 - $10.35 $71.3K - $99.8K
25.4K $233K
GES
Guess Inc

Consumer Cyclical
881
+ 3.82%
$12.39 - $16.91 $10.9K - $14.9K
23.9K $399K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.09K
+ 8.28%
$10.62 - $11.43 $75.3K - $81K
92.7K $1.06M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
16K
New
$3.91 - $8.18 $62.7K - $131K
16K $121K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.21K
+ 1.46%
$28.38 - $29.05 $91K - $93.1K
223K $6.45M
FDIS
Fidelity Covington Tr Msci Con

ETFs
723
+ 13.49%
$93.41 - $104.11 $67.5K - $75.3K
6.08K $625K
IAT
Ishares Tr

ETFs
1.7K
+ 16.45%
$48.92 - $54.5 $82.9K - $92.4K
12K $630K
AMPL
Amplitude, Inc.

Technology
18K
+ 41.17%
$10.72 - $13.29 $193K - $240K
61.9K $663K
MD
Mednax, Inc.

Healthcare
2.63K
+ 8.25%
$11.98 - $17.21 $31.5K - $45.3K
34.5K $577K
PBT
Permian Basin Royalty Trust

Energy
1.78K
+ 11.89%
$12.46 - $18.83 $22.2K - $33.6K
16.8K $306K
OCFC
Oceanfirst Financial Corp

Financial Services
7.01K
+ 7.84%
$16.32 - $19.01 $114K - $133K
96.4K $1.69M
ASR
Southeast Airport Group

Industrials
336
+ 14.74%
$301.06 - $346.48 $101K - $116K
2.62K $845K
GLOB
Globant S.A.

Technology
3.92K
+ 124.5%
$55.6 - $93.3 $218K - $366K
7.07K $405K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1.02K
+ 40.73%
$111.05 - $115.21 $113K - $117K
3.51K $400K
SWBI
Smith & Wesson Brands, Inc.

Industrials
8.76K
+ 29.81%
$7.74 - $9.83 $67.8K - $86.1K
38.1K $374K
GXO
Gxo Logistics, Inc.

Industrials
1.31K
+ 11.09%
$48.07 - $54.59 $62.8K - $71.3K
13.1K $692K
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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