Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
42.4K
+ 63.8%
$62.76 - $69.99 $2.66M - $2.97M
109K $7.62M
BBY
Best Buy CO Inc

Consumer Cyclical
37.6K
+ 55.31%
$64.12 - $78.46 $2.41M - $2.95M
106K $7.99M
BWA
Borgwarner Inc

Consumer Cyclical
68.3K
+ 184.02%
$34.53 - $44.44 $2.36M - $3.03M
105K $4.63M
SATS
Echo Star Corp

Technology
28.3K
+ 112.68%
$26.33 - $83.57 $746K - $2.37M
53.5K $4.08M
EME
Emcor Group, Inc.

Industrials
2.71K
+ 19.31%
$530.88 - $655.83 $1.44M - $1.78M
16.7K $10.9M
IQV
Iqvia Holdings Inc.

Healthcare
11K
+ 28.13%
$157.68 - $200.82 $1.74M - $2.21M
50.2K $9.53M
STRL
Sterling Construction CO Inc

Industrials
6.55K
+ 63.51%
$222.54 - $371.84 $1.46M - $2.44M
16.9K $5.73M
DVN
Devon Energy Corp

Energy
81.7K
+ 55.65%
$31.75 - $36.99 $2.59M - $3.02M
228K $8.01M
CIEN
Ciena Corp

Technology
13.1K
+ 59.57%
$77.75 - $145.67 $1.02M - $1.91M
35.2K $5.12M
MCK
Mckesson Corp

Healthcare
878
+ 1.32%
$659.01 - $772.54 $579K - $678K
67.4K $52.1M
WM
Waste Management Inc

Industrials
20.6K
+ 13.08%
$213.88 - $237.1 $4.4M - $4.88M
178K $39.2M
HSBC
Hsbc Holdings PLC

Financial Services
1.31K
+ 0.42%
$60.27 - $70.98 $79K - $93K
314K $22.3M
JHG
Janus Henderson Group PLC

Financial Services
66.9K
+ 125.92%
$39.46 - $45.37 $2.64M - $3.04M
120K $5.34M
EVR
Evercore Inc.

Financial Services
8.28K
+ 115.9%
$276.5 - $362.79 $2.29M - $3M
15.4K $5.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.67K
+ 12.81%
$275.84 - $326.36 $1.29M - $1.52M
41.1K $13.4M
VT
Vanguard Total World Stk Index

ETFs
969
+ 0.29%
$128.41 - $138.03 $124K - $134K
334K $46M
SANM
Sanmina Corp

Technology
21.1K
+ 45.5%
$95.79 - $123.84 $2.02M - $2.61M
67.3K $7.75M
AEE
Ameren Corp

Utilities
23.4K
+ 25.11%
$95.0 - $104.38 $2.22M - $2.44M
117K $12.2M
CYTK
Cytokinetics Inc

Healthcare
39.2K
+ 81.66%
$33.23 - $54.96 $1.3M - $2.16M
87.3K $4.8M
UAL
United Airlines Holdings, Inc.

Industrials
14.4K
+ 13.3%
$80.05 - $109.36 $1.15M - $1.57M
122K $11.8M
PIPR
Piper Sandler Companies

Financial Services
6.19K
+ 42.3%
$284.8 - $369.4 $1.76M - $2.29M
20.8K $7.23M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
120K
+ 173.69%
$21.49 - $24.47 $2.58M - $2.94M
189K $4.63M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.21K
+ 10.58%
$225.11 - $247.9 $1.62M - $1.79M
75.4K $18.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
25.4K
+ 20.53%
$69.9 - $78.26 $1.77M - $1.99M
149K $11.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.86K
+ 14.53%
$301.44 - $365.84 $2.37M - $2.87M
61.9K $20M
BK
Bank Of New York Mellon Corp

Financial Services
5.34K
+ 3.79%
$90.65 - $109.75 $484K - $587K
146K $15.9M
DFAU
Dimensional ETF Tr

ETFs
17.5K
+ 2.59%
$42.42 - $45.96 $742K - $804K
692K $31.7M
USB
Us Bancorp \De\

Financial Services
24.1K
+ 3.87%
$43.94 - $50.41 $1.06M - $1.21M
647K $31.3M
ADT
Adt Inc.

Industrials
353K
+ 875.82%
$8.27 - $8.85 $2.92M - $3.12M
393K $3.42M
MMS
Maximus, Inc.

Industrials
24.7K
+ 65.83%
$69.89 - $91.37 $1.73M - $2.26M
62.3K $5.69M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.23K
+ 1.15%
$435.72 - $463.74 $535K - $570K
109K $50.3M
JCI
Johnson Controls International PLC

Industrials
22.7K
+ 18.17%
$103.24 - $111.73 $2.35M - $2.54M
148K $16.3M
GFI
Gold Fields LTD

Basic Materials
34K
+ 38.65%
$23.36 - $42.3 $793K - $1.44M
122K $5.11M
MLM
Martin Marietta Materials Inc

Basic Materials
2.12K
+ 10.21%
$546.36 - $631.12 $1.16M - $1.34M
22.9K $14.4M
HPQ
Hp Inc

Technology
82K
+ 28.95%
$24.45 - $29.35 $2M - $2.41M
365K $9.94M
XLV
Select Sector Spdr Fund Health

ETFs
18.1K
+ 16.39%
$129.01 - $139.72 $2.34M - $2.53M
129K $17.9M
TPR
Tapestry, Inc.

Consumer Cyclical
18.3K
+ 50.19%
$86.48 - $116.14 $1.58M - $2.13M
54.8K $6.21M
PFE
Pfizer Inc

Healthcare
39.2K
+ 2.44%
$23.29 - $25.88 $913K - $1.01M
1.65M $41.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
21.1K
+ 163.4%
$159.87 - $247.68 $3.38M - $5.23M
34K $6.06M
LYFT
Lyft, Inc.

Technology
123K
+ 278.95%
$13.41 - $22.93 $1.65M - $2.82M
167K $3.68M
CAG
Conagra Brands Inc.

Consumer Defensive
193K
+ 73.37%
$18.04 - $21.14 $3.48M - $4.08M
456K $8.35M
MOH
Molina Healthcare, Inc.

Healthcare
22.6K
+ 174.19%
$152.31 - $306.29 $3.45M - $6.93M
35.6K $6.82M
FNDX
Schwab Fundamental U S Large C

ETFs
20K
+ 1.48%
$24.38 - $26.34 $488K - $527K
1.37M $36.1M
EBAY
Ebay Inc

Consumer Cyclical
13.4K
+ 13.17%
$75.33 - $100.77 $1.01M - $1.36M
116K $10.5M
FN
Fabrinet

Technology
4.13K
+ 20.66%
$277.04 - $389.47 $1.14M - $1.61M
24.1K $8.8M
CHWY
Chewy, Inc.

Consumer Cyclical
72.4K
+ 589.39%
$34.27 - $42.33 $2.48M - $3.07M
84.7K $3.43M
XLY
Select Sector Spdr Consumer Di

ETFs
7.12K
+ 13.36%
$216.09 - $242.18 $1.54M - $1.72M
60.4K $14.5M
SLV
I Shares Silver Trust

ETFs
25.2K
+ 13.22%
$32.73 - $42.5 $825K - $1.07M
216K $9.15M
COP
Conocophillips

Energy
14.9K
+ 4.92%
$91.0 - $98.99 $1.36M - $1.48M
318K $30.1M
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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