Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
6.17K
+ 2.89%
$342.99 - $392.76 $2.12M - $2.42M
220K $82.2M
VZ
Verizon Communications Inc

Communication Services
118K
+ 11.71%
$40.84 - $45.06 $4.83M - $5.33M
1.13M $49.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
23.4K
+ 29.2%
$185.88 - $207.44 $4.35M - $4.86M
104K $20.8M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
35.7K
+ 62.65%
$43.07 - $91.37 $1.54M - $3.26M
92.7K $8.47M
GM
General Motors CO

Consumer Cyclical
51.9K
+ 23.59%
$48.89 - $61.24 $2.54M - $3.18M
272K $16.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37.5K
+ 5.55%
$68.24 - $73.73 $2.56M - $2.76M
713K $52.4M
IDXX
Idexx Laboratories Inc

Healthcare
4.2K
+ 14.45%
$514.61 - $682.78 $2.16M - $2.87M
33.3K $21.3M
TM
Toyota Motor Corp

Consumer Cyclical
20.8K
+ 24.52%
$167.86 - $202.79 $3.49M - $4.22M
106K $20.2M
WDC
Western Digital Corp

Technology
17.3K
+ 27.72%
$63.84 - $120.06 $1.1M - $2.07M
79.5K $9.55M
DHI
Horton D R Inc

Consumer Cyclical
19.9K
+ 37.15%
$129.82 - $184.04 $2.58M - $3.66M
73.4K $12.4M
GIS
General Mills Inc

Consumer Defensive
114K
+ 51.23%
$48.44 - $53.83 $5.51M - $6.13M
336K $16.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
202K
+ 27.29%
$25.21 - $25.99 $5.1M - $5.26M
944K $24.4M
CRDO
Credo Technology Group Holding LTD

Technology
10.4K
+ 14.29%
$87.59 - $172.31 $915K - $1.8M
83.5K $12.2M
AZN
Astrazeneca PLC

Healthcare
46.3K
+ 17.41%
$68.72 - $82.11 $3.18M - $3.8M
312K $24M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
7.28K
+ 46.74%
$311.12 - $482.13 $2.27M - $3.51M
22.9K $10.4M
PCG
Pg&E Corp

Utilities
340K
+ 224.75%
$13.0 - $15.73 $4.41M - $5.34M
491K $7.4M
DUK
Duke Energy Corp

Utilities
27.4K
+ 8.29%
$116.31 - $125.93 $3.18M - $3.45M
357K $44.2M
AIA
Ishares S&P Asia 50 ETF

ETFs
55.1K
New
$80.33 - $94.6 $4.43M - $5.22M
55.1K $5.22M
WMB
Williams Companies, Inc.

Energy
79.2K
+ 27.88%
$56.52 - $64.01 $4.48M - $5.07M
363K $23M
VBK
Vanguard Small Cap Growth ETF

ETFs
9.45K
+ 8.38%
$276.51 - $305.12 $2.61M - $2.88M
122K $36.3M
VRT
Vertiv Holdings CO

Industrials
58.5K
+ 96.67%
N/A
119K $10.3M
ASX
Ase Technology Holding Co., Ltd.

Technology
405K
+ 55.59%
$9.5 - $11.71 $3.85M - $4.75M
1.13M $12.6M
LHX
L3 Harris Technologies, Inc.

Industrials
5.51K
+ 8.95%
$252.18 - $305.41 $1.39M - $1.68M
67.1K $20.5M
O
Realty Income Corp

Real Estate
67.6K
+ 23.11%
$56.13 - $60.79 $3.79M - $4.11M
360K $21.9M
MRVL
Marvell Technology, Inc.

Technology
50.4K
+ 47.29%
$62.31 - $84.07 $3.14M - $4.24M
157K $13.2M
CSCO
Cisco Systems, Inc.

Technology
91.3K
+ 6.34%
$66.2 - $71.79 $6.04M - $6.55M
1.53M $105M
EVRG
Evergy, Inc.

Utilities
50K
+ 34.67%
$67.73 - $76.02 $3.39M - $3.8M
194K $14.8M
LDOS
Leidos Holdings, Inc.

Technology
12.9K
+ 16.91%
$159.2 - $188.96 $2.05M - $2.44M
89.1K $16.8M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
176K
+ 19.7%
$13.29 - $16.05 $2.33M - $2.82M
1.07M $17M
EXPE
Expedia Group, Inc.

Consumer Cyclical
16.8K
+ 71.22%
$171.01 - $228.24 $2.88M - $3.84M
40.4K $8.64M
JPIE
J P Morgan Exchange Traded Fd
100K
+ 821.37%
$46.01 - $46.55 $4.61M - $4.66M
112K $5.21M
URI
United Rentals, Inc.

Industrials
1.63K
+ 10.63%
$774.14 - $975.23 $1.26M - $1.59M
16.9K $16.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.04K
+ 12.27%
$116.14 - $168.56 $934K - $1.36M
73.6K $12.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.2K
+ 0.64%
$23.82 - $25.84 $339K - $368K
2.25M $57.8M
GRMN
Garmin LTD

Technology
12.2K
+ 29.16%
$211.13 - $246.22 $2.57M - $3M
53.9K $13.3M
RMBS
Rambus Inc

Technology
16.4K
+ 23.32%
$62.85 - $107.38 $1.03M - $1.76M
86.6K $9.02M
VIG
Vanguard Dividend Appreciation

ETFs
24.8K
+ 2.27%
N/A
1.12M $204M
XLI
Industrial Sector Spdr

ETFs
23.8K
+ 18.96%
$147.94 - $154.99 $3.52M - $3.69M
149K $23M
RE
Everest Re Group LTD

Financial Services
12.2K
+ 248.45%
N/A
17K $6.32M
UBS
Ubs Group Ag

Financial Services
64.3K
+ 24.8%
$33.77 - $42.38 $2.17M - $2.72M
323K $13.3M
FDX
Fedex Corp

Industrials
16.1K
+ 19.48%
$217.1 - $243.2 $3.49M - $3.91M
98.6K $23.2M
CNC
Centene Corp

Healthcare
166K
+ 212.18%
$25.21 - $56.65 $4.2M - $9.43M
245K $8.74M
AMT
American Tower Corp

Real Estate
36.9K
+ 40.04%
$192.32 - $232.35 $7.1M - $8.58M
129K $24.8M
HCA
Hca Healthcare, Inc.

Healthcare
4.36K
+ 7.26%
$334.32 - $426.2 $1.46M - $1.86M
64.4K $27.4M
RSG
Republic Services, Inc.

Industrials
23.4K
+ 42.32%
$225.33 - $246.01 $5.27M - $5.75M
78.6K $18M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
43.5K
+ 6.63%
$52.12 - $55.33 $2.27M - $2.41M
700K $38.7M
RGTI
Rigetti Computing, Inc.

Technology
95.4K
+ 112.12%
$11.33 - $32.1 $1.08M - $3.06M
180K $5.38M
VLO
Valero Energy Corp

Energy
3.82K
+ 3.68%
$131.77 - $175.63 $503K - $670K
108K $18.3M
MEDP
Medpace Holdings, Inc.

Healthcare
6.33K
+ 115.48%
$308.88 - $514.16 $1.95M - $3.25M
11.8K $6.07M
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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