Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
REZI
Resideo Technologies, Inc.

Industrials
30.7K
+ 42.12%
$23.08 - $43.18 $709K - $1.33M
104K $4.48M
GNTX
Gentex Corp

Consumer Cyclical
75.7K
+ 68.36%
$22.66 - $29.06 $1.72M - $2.2M
186K $5.28M
SCCO
Southern Copper Corp

Basic Materials
11.6K
+ 16.61%
$90.54 - $121.36 $1.05M - $1.41M
81.8K $9.93M
HII
Huntington Ingalls Industries, Inc.

Industrials
8.4K
+ 96.29%
$246.31 - $287.91 $2.07M - $2.42M
17.1K $4.93M
SO
Southern CO

Utilities
15.8K
+ 3.52%
$90.83 - $96.0 $1.44M - $1.52M
465K $44.1M
HAL
Halliburton CO

Energy
77.8K
+ 36.61%
$20.5 - $25.11 $1.6M - $1.95M
290K $7.14M
LNT
Alliant Energy Corp

Utilities
33.5K
+ 42.47%
$60.76 - $67.41 $2.04M - $2.26M
113K $7.59M
AFL
Aflac Inc

Financial Services
12.7K
+ 5.73%
$98.09 - $111.7 $1.25M - $1.42M
235K $26.2M
TER
Teradyne, Inc

Technology
2.66K
+ 5.2%
$90.15 - $137.64 $239K - $365K
53.7K $7.39M
VRSN
Verisign Inc

Technology
10.8K
+ 43.73%
$263.02 - $305.98 $2.85M - $3.31M
35.6K $9.94M
ITW
Illinois Tool Works Inc

Industrials
6.42K
+ 7.74%
$252.31 - $269.41 $1.62M - $1.73M
89.3K $23.3M
FTI
Technip Fmc PLC

Energy
65.9K
+ 180.58%
$32.19 - $40.89 $2.12M - $2.69M
102K $4.04M
INCY
Incyte Corp

Healthcare
26.2K
+ 79.12%
$67.27 - $86.96 $1.76M - $2.28M
59.3K $5.03M
BSX
Boston Scientific Corp

Healthcare
55.8K
+ 20.39%
$97.03 - $108.14 $5.41M - $6.03M
329K $32.2M
MNST
Monster Beverage Corp

Consumer Defensive
32.4K
+ 25.76%
$58.65 - $67.31 $1.9M - $2.18M
158K $10.6M
NBIX
Neurocrine Biosciences Inc

Healthcare
18.2K
+ 127.91%
$123.98 - $146.67 $2.26M - $2.67M
32.5K $4.56M
COOP
Mr. Cooper Group Inc.

Financial Services
912
+ 2.19%
$143.29 - $220.9 $131K - $201K
42.6K $8.98M
KMI
Kinder Morgan, Inc.

Energy
118K
+ 22.38%
$26.23 - $28.5 $3.09M - $3.36M
644K $18.2M
BMO
Bank Of Montreal

Financial Services
13.8K
+ 28.56%
$110.44 - $130.66 $1.53M - $1.81M
62.3K $8.11M
BMY
Bristol Myers Squibb CO

Healthcare
72.9K
+ 16.2%
$43.31 - $48.98 $3.16M - $3.57M
523K $23.6M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
18.4K
+ 9.13%
$80.54 - $89.67 $1.48M - $1.65M
220K $19.3M
MGY
Magnolia Oil & Gas Corp

Energy
110K
+ 144.92%
$22.5 - $25.26 $2.49M - $2.79M
187K $4.46M
RHI
Robert Half International Inc.

Industrials
84.8K
+ 383.16%
$33.49 - $43.03 $2.84M - $3.65M
107K $3.63M
IDCC
Inter Digital, Inc.

Communication Services
2.48K
+ 16.18%
$221.35 - $349.23 $550K - $867K
17.8K $6.15M
ZS
Zscaler, Inc.

Technology
13.3K
+ 14.85%
$267.68 - $316.5 $3.55M - $4.2M
103K $30.7M
QBTS
D Wave Quantum Inc.

Technology
93.5K
+ 245.58%
$14.81 - $27.72 $1.38M - $2.59M
132K $3.25M
DUOL
Duolingo, Inc.

Technology
9.24K
+ 267.52%
$271.18 - $403.06 $2.51M - $3.72M
12.7K $4.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
11.7K
+ 10.56%
$108.08 - $121.73 $1.27M - $1.43M
123K $14.8M
BIIB
Biogen Inc.

Healthcare
13.2K
+ 23.78%
$122.68 - $148.84 $1.62M - $1.96M
68.6K $9.61M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.73K
+ 3.53%
$282.75 - $294.19 $1.34M - $1.39M
139K $40.7M
ROKU
Roku, Inc

Communication Services
24.2K
+ 134.62%
$79.98 - $101.78 $1.93M - $2.46M
42.2K $4.22M
HPE
Hewlett Packard Enterprise CO

Technology
63.4K
+ 24.24%
$19.81 - $25.24 $1.26M - $1.6M
325K $7.98M
FXE
Invesco Currency Shares Euro Trust

ETFs
24.3K
+ 631.94%
$105.31 - $109.29 $2.56M - $2.65M
28.1K $3.05M
MET
Metlife Inc

Financial Services
27.9K
+ 16.67%
$73.82 - $82.37 $2.06M - $2.3M
196K $16.1M
PKG
Packaging Corp Of America

Consumer Cyclical
10.1K
+ 69.28%
$191.41 - $220.25 $1.93M - $2.22M
24.6K $5.37M
HTZ
Hertz Global Holdings, Inc

Industrials
387K
+ 95.82%
$5.11 - $7.97 $1.98M - $3.09M
791K $5.38M
ES
Eversource Energy

Utilities
26.9K
+ 28.77%
$62.86 - $71.14 $1.69M - $1.91M
120K $8.56M
PINC
Premier, Inc.

Healthcare
81.7K
+ 140.79%
$20.88 - $28.25 $1.71M - $2.31M
140K $3.88M
HWM
Howmet Aerospace Inc.

Industrials
9.21K
+ 11.56%
$171.0 - $196.23 $1.57M - $1.81M
88.9K $17.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
54.9K
+ 62.91%
$45.6 - $46.92 $2.5M - $2.58M
142K $6.64M
AEIS
Advanced Energy Industries Inc

Industrials
9.15K
+ 33.08%
$133.59 - $176.59 $1.22M - $1.62M
36.8K $6.26M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
55.4K
+ 166.97%
$45.54 - $48.43 $2.52M - $2.68M
88.6K $4.13M
SHEL
Shell PLC

Energy
30.5K
+ 8.63%
$69.82 - $73.93 $2.13M - $2.26M
384K $27.5M
AME
Ametek Inc

Industrials
12.4K
+ 35.38%
$176.44 - $192.03 $2.19M - $2.38M
47.4K $8.91M
ING
Ing Groep Nv

Financial Services
49.7K
+ 16.34%
$22.0 - $26.08 $1.09M - $1.3M
354K $9.22M
FNDF
Schwab Fundamental Intl Large

ETFs
30.8K
+ 7.3%
$39.84 - $43.15 $1.23M - $1.33M
452K $19.4M
SAM
Boston Beer CO Inc

Consumer Defensive
11.8K
+ 390.38%
$191.38 - $226.97 $2.26M - $2.68M
14.8K $3.14M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.21K
+ 32.19%
$473.44 - $553.71 $1.52M - $1.78M
13.2K $7.22M
CYBR
Cyber Ark Software Ltd.

Technology
2.56K
+ 15.03%
$374.8 - $491.1 $958K - $1.26M
19.6K $9.46M
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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