Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
11.9K
+ 18.2%
$121.46 - $130.92 $1.45M - $1.56M
77.3K $10.1M
RDVY
First Trust Rising Dividend Ac

ETFs
30.7K
+ 229.67%
$62.38 - $67.29 $1.92M - $2.07M
44.1K $2.97M
DDOG
Datadog, Inc.

Technology
12K
+ 23.26%
$124.52 - $155.15 $1.5M - $1.86M
63.7K $9.07M
SE
Sea LTD

Consumer Cyclical
6.53K
+ 13.08%
$146.23 - $196.5 $955K - $1.28M
56.4K $10.1M
UEC
Uranium Energy Corp

Energy
89K
+ 63.53%
$5.92 - $13.89 $527K - $1.24M
229K $3.06M
BCS
Barclays PLC

Financial Services
56K
+ 12.34%
$17.88 - $21.05 $1M - $1.18M
510K $10.5M
SEIC
Sei Investments CO

Financial Services
25.7K
+ 163.25%
$84.85 - $93.8 $2.18M - $2.41M
41.4K $3.51M
FOXA
Fox Corp

Communication Services
27.5K
+ 54.64%
$53.87 - $63.06 $1.48M - $1.73M
77.9K $4.91M
CPB
Campbell Soup CO

Consumer Defensive
63.5K
+ 72.41%
$30.41 - $34.03 $1.93M - $2.16M
151K $4.77M
ADC
Agree Realty Corp

Real Estate
31.8K
+ 36.19%
$70.53 - $75.05 $2.24M - $2.39M
120K $8.51M
RJF
Raymond James Financial Inc

Financial Services
7.06K
+ 15.9%
$154.64 - $176.43 $1.09M - $1.25M
51.5K $8.88M
CW
Curtiss Wright Corp

Industrials
3.24K
+ 58.13%
$472.43 - $542.94 $1.53M - $1.76M
8.81K $4.78M
WPM
Wheaton Precious Metals Corp.

Basic Materials
6.84K
+ 11.65%
$86.72 - $111.84 $593K - $765K
65.6K $7.33M
SNV
Synovus Financial Corp

Financial Services
45K
+ 81.94%
$46.55 - $59.6 $2.09M - $2.68M
99.8K $4.9M
STT
State Street Corp

Financial Services
15.1K
+ 47.62%
$102.01 - $117.25 $1.54M - $1.77M
46.8K $5.43M
FCFS
First Cash Holdings, Inc.

Financial Services
9.01K
+ 33.6%
$120.08 - $158.42 $1.08M - $1.43M
35.8K $5.68M
KBH
Kb Home

Consumer Cyclical
24.3K
+ 52.29%
$52.78 - $67.97 $1.28M - $1.65M
70.9K $4.51M
MGM
Mgm Resorts International

Consumer Cyclical
58.1K
+ 61.27%
$34.18 - $39.77 $1.99M - $2.31M
153K $5.3M
FNF
Fidelity National Financial, Inc.

Financial Services
31.8K
+ 124.53%
$51.22 - $61.07 $1.63M - $1.94M
57.3K $3.47M
AKAM
Akamai Technologies Inc

Technology
22.4K
+ 97.86%
N/A
45.3K $4.11M
FFIV
F5, Inc.

Technology
5.52K
+ 66.12%
$290.76 - $334.59 $1.6M - $1.85M
13.9K $4.48M
ED
Consolidated Edison Inc

Utilities
19.7K
+ 16.26%
$95.57 - $105.36 $1.89M - $2.08M
141K $14.2M
WPC
W. P. Carey Inc.

Real Estate
22.8K
+ 26.02%
$61.29 - $68.7 $1.4M - $1.57M
110K $7.46M
BNS
Bank Of Nova Scotia

Financial Services
22.7K
+ 40.57%
$54.5 - $64.93 $1.24M - $1.47M
78.7K $5.09M
IVE
Ishares S&P 500 Value ETF

ETFs
1.34K
+ 0.88%
$194.44 - $206.51 $261K - $277K
155K $31.9M
CHE
Chemed Corp

Healthcare
4.65K
+ 173.68%
$412.3 - $483.92 $1.92M - $2.25M
7.32K $3.28M
STWD
Starwood Property Trust, Inc.

Real Estate
104K
+ 221.37%
$19.37 - $20.97 $2.01M - $2.17M
150K $2.91M
DINO
Hf Sinclair Corp

Energy
23.1K
+ 33.99%
$42.11 - $54.01 $972K - $1.25M
90.9K $4.76M
RACE
Ferrari N.V.

Consumer Cyclical
4.25K
+ 25.52%
$436.24 - $517.65 $1.85M - $2.2M
20.9K $10.1M
CCL
Carnival Corp

Consumer Cyclical
60.4K
+ 22.65%
$28.37 - $32.49 $1.71M - $1.96M
327K $9.46M
EBF
Ennis, Inc.

Industrials
107K
+ 201.71%
$17.57 - $18.77 $1.87M - $2M
159K $2.91M
NFG
National Fuel Gas CO

Energy
18.4K
+ 55.98%
$82.19 - $93.72 $1.51M - $1.73M
51.3K $4.74M
VNQI
Vanguard Global Ex U.S. Real

ETFs
17.3K
+ 2.44%
$45.22 - $48.34 $783K - $837K
726K $34.6M
BPOP
Popular, Inc.

Financial Services
14.3K
+ 180.45%
$111.3 - $128.04 $1.59M - $1.83M
22.3K $2.83M
RF
Regions Financial Corp

Financial Services
46.2K
+ 18.06%
$24.03 - $27.41 $1.11M - $1.27M
302K $7.97M
BTU
Peabody Energy Corp

Energy
20.7K
+ 19.45%
$13.18 - $26.81 $273K - $554K
127K $3.37M
VC
Visteon Corp

Consumer Cyclical
9.04K
+ 28.25%
$98.77 - $128.76 $893K - $1.16M
41K $4.92M
SF
Stifel Financial Corp

Financial Services
14.6K
+ 51.98%
$105.26 - $116.4 $1.54M - $1.7M
42.7K $4.85M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
24.7K
+ 314.3%
$73.94 - $78.51 $1.83M - $1.94M
32.5K $2.53M
PWR
Quanta Services, Inc.

Industrials
1.15K
+ 2.88%
$372.29 - $421.68 $429K - $485K
41.1K $17M
CGNX
Cognex Corp

Technology
23.6K
+ 37.75%
$31.85 - $46.54 $752K - $1.1M
86.1K $3.9M
MP
Mp Materials Corp.

Basic Materials
5.3K
+ 11.48%
$30.03 - $77.13 $159K - $409K
51.5K $3.45M
YUM
Yum Brands Inc

Consumer Cyclical
9.82K
+ 8.84%
$139.5 - $153.94 $1.37M - $1.51M
121K $18.4M
GPN
Global Payments Inc

Industrials
22K
+ 75.96%
$77.61 - $90.01 $1.7M - $1.98M
50.9K $4.23M
VICI
Vici Properties Inc.

Real Estate
58.4K
+ 45.2%
$31.43 - $33.93 $1.84M - $1.98M
188K $6.12M
WRB
Berkley W R Corp

Financial Services
21.3K
+ 24.17%
$67.78 - $76.62 $1.44M - $1.63M
109K $8.37M
GGG
Graco Inc

Industrials
23.5K
+ 25.06%
$82.58 - $88.81 $1.94M - $2.09M
117K $9.98M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
65.5K
+ 13.2%
$14.53 - $17.13 $951K - $1.12M
561K $9.39M
NYT
New York Times CO

Communication Services
32.8K
+ 259.05%
$51.43 - $61.95 $1.69M - $2.03M
45.5K $2.61M
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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