Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SAN
Banco Santander, S.A.

Financial Services
53.5K
+ 3.1%
$8.27 - $10.48 $443K - $561K
1.78M $18.7M
WST
West Pharmaceutical Services Inc

Healthcare
7.68K
+ 14.7%
$210.08 - $279.1 $1.61M - $2.14M
59.9K $15.7M
TFX
Teleflex Inc

Healthcare
34K
+ 329.12%
$109.79 - $132.5 $3.74M - $4.51M
44.4K $5.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.2K
+ 0.58%
$26.38 - $27.95 $664K - $703K
4.4M $120M
BDX
Becton Dickinson & CO

Healthcare
17.8K
+ 32.01%
$172.41 - $199.66 $3.06M - $3.54M
73.2K $13.7M
PINS
Pinterest, Inc.

Communication Services
138K
+ 162.67%
$32.17 - $39.17 $4.44M - $5.41M
223K $7.17M
RUN
Sunrun Inc.

Technology
30.6K
+ 7.76%
$8.99 - $18.18 $275K - $557K
425K $7.36M
ZM
Zoom Video Communications, Inc.

Technology
47.2K
+ 91.35%
$69.77 - $86.83 $3.29M - $4.09M
98.8K $8.15M
CDE
Coeur Mining, Inc.

Basic Materials
120K
+ 63.76%
$8.68 - $18.76 $1.04M - $2.24M
307K $5.76M
IONQ
Ion Q, Inc.

Technology
32.2K
+ 28.18%
$36.79 - $75.14 $1.18M - $2.42M
146K $9M
TCHP
T Rowe Price Exchange Traded F

Technology
77.8K
+ 106.04%
$44.9 - $49.35 $3.49M - $3.84M
151K $7.39M
MDB
Mongo Db, Inc.

Technology
9.35K
+ 81.37%
$201.0 - $334.87 $1.88M - $3.13M
20.8K $6.47M
NSC
Norfolk Southern Corp

Industrials
2.98K
+ 4.22%
$259.49 - $300.41 $774K - $896K
73.7K $22.1M
TRV
Travelers Companies, Inc.

Financial Services
10.3K
+ 10.4%
$250.62 - $279.43 $2.58M - $2.87M
109K $30.5M
BWX
Spdr Bloomberg International T

ETFs
190K
+ 23.6%
$22.58 - $23.5 $4.3M - $4.47M
997K $22.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
91K
+ 15.84%
$14.73 - $19.31 $1.34M - $1.76M
665K $12.8M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
39K
+ 40.47%
$82.96 - $95.7 $3.23M - $3.73M
135K $12.1M
ADI
Analog Devices Inc

Technology
12K
+ 9.32%
$220.68 - $255.63 $2.65M - $3.07M
141K $34.7M
MMM
3 M CO

Industrials
21.9K
+ 12.17%
$144.41 - $160.2 $3.17M - $3.51M
202K $31.3M
MPWR
Monolithic Power Systems Inc

Technology
1.27K
+ 8.68%
$711.24 - $922.81 $900K - $1.17M
15.9K $14.6M
DVY
Ishares Tr

ETFs
7.25K
+ 2.39%
$133.88 - $142.57 $970K - $1.03M
310K $44.1M
VST
Vistra Corp.

Utilities
18.6K
+ 29.69%
$182.0 - $217.92 $3.38M - $4.04M
81.1K $15.9M
WF
Woori Financial Group Inc.

Financial Services
37.1K
+ 14.18%
$49.62 - $57.76 $1.84M - $2.14M
299K $16.8M
NNN
National Retail Properties, Inc.

Real Estate
89.2K
+ 160.62%
$40.68 - $44.1 $3.63M - $3.93M
145K $6.16M
PH
Parker Hannifin Corp

Industrials
2.07K
+ 5.76%
$697.13 - $769.67 $1.44M - $1.59M
38K $28.8M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
116K
New
$29.97 - $32.38 $3.48M - $3.76M
116K $3.7M
ATO
Atmos Energy Corp

Utilities
17.7K
+ 44.51%
$151.51 - $170.75 $2.69M - $3.03M
57.5K $9.83M
CFG
Citizens Financial Group Inc

Financial Services
33.4K
+ 14.88%
$46.1 - $53.65 $1.54M - $1.79M
258K $13.7M
SKM
Sk Telecom CO LTD

Communication Services
181K
+ 108.02%
$21.47 - $23.79 $3.88M - $4.3M
348K $7.51M
CSX
Csx Corp

Industrials
36.3K
+ 4.52%
$32.05 - $36.52 $1.16M - $1.33M
840K $29.8M
NET
Cloudflare, Inc.

Technology
11.5K
+ 19.55%
$181.39 - $228.28 $2.09M - $2.64M
70.6K $15.2M
TMUS
T Mobile Us, Inc.

Communication Services
14.3K
+ 11.39%
$226.02 - $259.01 $3.23M - $3.7M
140K $33.4M
GPC
Genuine Parts CO

Consumer Cyclical
20.2K
+ 46.73%
$122.23 - $142.77 $2.46M - $2.88M
63.3K $8.78M
SRE
Sempra Energy

Utilities
21.2K
+ 18.49%
$74.14 - $89.98 $1.57M - $1.91M
136K $12.2M
TD
Toronto Dominion Bank

Financial Services
28.8K
+ 15.06%
$72.55 - $79.95 $2.09M - $2.3M
220K $17.6M
COF
Capital One Financial Corp

Financial Services
16.8K
+ 10.02%
$207.29 - $229.74 $3.48M - $3.86M
184K $39.2M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
30.9K
+ 34.31%
$71.86 - $87.45 $2.22M - $2.7M
121K $10.1M
SYY
Sysco Corp

Consumer Defensive
23.3K
+ 9.51%
$76.33 - $82.51 $1.78M - $1.92M
268K $22.1M
PDD
Pinduoduo Inc.

Consumer Cyclical
20.6K
+ 71.52%
$102.41 - $134.86 $2.11M - $2.78M
49.4K $6.53M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.6K
+ 0.24%
$50.02 - $53.28 $180K - $192K
1.52M $79.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
23.3K
+ 33.3%
$50.79 - $76.4 $1.18M - $1.78M
93.3K $7.13M
EA
Electronic Arts Inc.

Communication Services
9.2K
+ 23.75%
$147.79 - $202.05 $1.36M - $1.86M
48K $9.67M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
126K
New
$26.52 - $27.64 $3.34M - $3.49M
126K $3.49M
ENB
Enbridge Inc

Energy
35.5K
+ 10.85%
$43.79 - $50.46 $1.55M - $1.79M
363K $18.3M
STE
Steris PLC

Healthcare
13.5K
+ 74.98%
$221.21 - $252.43 $2.99M - $3.41M
31.5K $7.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.56K
+ 4.6%
$181.56 - $190.33 $1.74M - $1.82M
218K $41.3M
COIN
Coinbase Global, Inc.

Technology
12.2K
+ 24.43%
$297.99 - $419.78 $3.63M - $5.12M
62.1K $21M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.39K
+ 0.65%
$79.76 - $85.78 $350K - $377K
679K $57.5M
MLI
Mueller Industries Inc

Industrials
18.6K
+ 26.02%
$82.07 - $101.7 $1.53M - $1.89M
90.2K $9.12M
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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