Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
25.3K
+ 12.22%
$46.69 - $59.27 $1.18M - $1.5M
232K $12.3M
PSTG
Pure Storage, Inc.

Technology
15.4K
+ 32.55%
$54.47 - $88.29 $836K - $1.36M
62.5K $5.24M
ECL
Ecolab Inc.

Basic Materials
8.4K
+ 17.02%
$259.39 - $285.47 $2.18M - $2.4M
57.7K $15.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.75K
+ 0.86%
$87.05 - $93.19 $414K - $443K
554K $51.5M
JOBY
Joby Aviation, Inc.

Industrials
79.6K
+ 36.66%
$9.81 - $20.39 $781K - $1.62M
297K $4.79M
PNR
Pentair PLC

Industrials
20.7K
+ 82.47%
$100.62 - $112.59 $2.08M - $2.33M
45.7K $5.07M
KEYS
Keysight Technologies, Inc.

Technology
11.9K
+ 32.92%
$158.51 - $178.15 $1.89M - $2.13M
48.2K $8.43M
R
Ryder System Inc

Industrials
8.97K
+ 34.13%
$168.66 - $189.57 $1.51M - $1.7M
35.2K $6.65M
NVR
Nvr Inc

Consumer Cyclical
190
+ 13.28%
$7301.0 - $8543.0 $1.39M - $1.62M
1.62K $13M
MFG
Mizuho Financial Group Inc

Financial Services
178K
+ 16.16%
$5.42 - $6.85 $967K - $1.22M
1.28M $8.59M
DASH
Door Dash, Inc.

Communication Services
1.06K
+ 1.25%
$234.5 - $272.5 $247K - $287K
85.4K $23.2M
PII
Polaris Inc.

Consumer Cyclical
14.3K
+ 15.7%
$44.87 - $59.95 $641K - $857K
105K $6.12M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
29.4K
+ 13.14%
$28.71 - $37.46 $845K - $1.1M
253K $8.97M
ACLS
Axcelis Technologies Inc

Technology
5.42K
+ 8.07%
$67.69 - $100.44 $367K - $545K
72.6K $7.09M
THC
Tenet Healthcare Corp

Healthcare
9.67K
+ 64.56%
$148.38 - $203.04 $1.43M - $1.96M
24.7K $5.01M
ETR
Entergy Corp

Utilities
16.3K
+ 19.43%
$80.93 - $93.55 $1.32M - $1.53M
100K $9.35M
DKNG
Draft Kings Inc.

Consumer Cyclical
72.9K
+ 111.78%
$37.4 - $48.23 $2.73M - $3.51M
138K $5.16M
GILD
Gilead Sciences, Inc.

Healthcare
21K
+ 7.44%
$108.22 - $120.47 $2.27M - $2.53M
303K $33.6M
PRIM
Primoris Services Corp

Industrials
9.57K
+ 55.0%
$79.61 - $137.33 $762K - $1.31M
27K $3.7M
EPD
Enterprise Products Partners L.P.

Energy
67.8K
+ 7.97%
$30.74 - $32.14 $2.08M - $2.18M
918K $28.7M
ARGX
Argenx Se

Healthcare
1.62K
+ 26.65%
$538.64 - $768.0 $875K - $1.25M
7.72K $5.69M
KN
Knowles Corp

Technology
38.8K
+ 15.64%
$17.52 - $23.36 $679K - $905K
287K $6.68M
XYL
Xylem Inc.

Industrials
10.4K
+ 24.31%
$129.67 - $147.5 $1.35M - $1.53M
53.2K $7.84M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3.27K
+ 63.31%
$287.52 - $458.66 $940K - $1.5M
8.43K $3.87M
HLI
Houlihan Lokey, Inc.

Financial Services
10.1K
+ 121.31%
$181.55 - $209.19 $1.84M - $2.12M
18.5K $3.8M
ENSG
Ensign Group, Inc

Healthcare
5.63K
+ 7.91%
$136.36 - $174.12 $767K - $979K
76.8K $13.3M
SOUN
Soundhound Ai, Inc.

Technology
112K
+ 124.34%
$10.11 - $18.05 $1.13M - $2.02M
202K $3.25M
TFC
Truist Financial Corp

Financial Services
26.8K
+ 6.89%
$42.83 - $47.07 $1.15M - $1.26M
415K $19M
SOFI
So Fi Technologies, Inc.

Financial Services
33.9K
+ 20.04%
$17.64 - $29.81 $598K - $1.01M
203K $5.36M
FLEX
Flex Ltd.

Technology
16.9K
+ 10.55%
$48.49 - $59.33 $822K - $1.01M
178K $10.3M
MGA
Magna International Inc

Consumer Cyclical
37K
+ 63.39%
$40.03 - $47.38 $1.48M - $1.75M
95.4K $4.52M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
11.1K
New
$190.8 - $204.83 $2.11M - $2.27M
11.1K $2.26M
AWI
Armstrong World Industries Inc

Industrials
8.44K
+ 47.08%
$163.99 - $199.13 $1.38M - $1.68M
26.4K $5.17M
NTRA
Natera, Inc.

Healthcare
14.4K
+ 129.62%
$133.66 - $181.11 $1.93M - $2.62M
25.6K $4.12M
FRT
Federal Realty Investment Trust

Real Estate
21.4K
+ 209.8%
$90.61 - $102.67 $1.94M - $2.2M
31.6K $3.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
23.8K
+ 39.13%
$118.3 - $142.16 $2.82M - $3.39M
84.7K $10.3M
XLF
Financial Sector Spdr

ETFs
26.7K
+ 5.16%
$51.37 - $54.25 $1.37M - $1.45M
545K $29.4M
PB
Prosperity Bancshares Inc

Financial Services
33.9K
+ 437.05%
$65.12 - $74.71 $2.21M - $2.53M
41.6K $2.76M
GMAB
Genmab A/S

Healthcare
50.7K
+ 77.87%
$20.3 - $30.67 $1.03M - $1.56M
116K $3.55M
LNG
Cheniere Energy, Inc.

Energy
12.8K
+ 13.29%
$222.68 - $244.28 $2.85M - $3.13M
109K $25.6M
CVE
Cenovus Energy Inc.

Energy
56.5K
+ 15.72%
$13.87 - $17.81 $784K - $1.01M
416K $7.07M
TTC
Toro CO

Industrials
27.3K
+ 155.95%
$72.64 - $82.54 $1.98M - $2.25M
44.8K $3.41M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
26.9K
+ 7.74%
$20.98 - $26.94 $564K - $724K
374K $9.21M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
70.5K
+ 788.97%
$27.42 - $31.65 $1.93M - $2.23M
79.4K $2.42M
NTAP
Net App, Inc.

Technology
13.5K
+ 28.5%
$101.1 - $126.36 $1.37M - $1.71M
61K $7.22M
NTNX
Nutanix, Inc.

Technology
29.6K
+ 144.0%
$66.06 - $81.12 $1.96M - $2.4M
50.2K $3.73M
TDY
Teledyne Technologies Inc

Technology
2.9K
+ 46.93%
$509.51 - $586.04 $1.48M - $1.7M
9.07K $5.32M
MUR
Murphy Oil Corp

Energy
43.1K
+ 27.41%
$22.13 - $30.03 $953K - $1.29M
200K $5.69M
VCTR
Victory Capital Holdings, Inc.

Financial Services
32.8K
+ 135.22%
$63.69 - $72.67 $2.09M - $2.38M
57K $3.69M
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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