Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIV
Telefonica Brasil S.A.

Communication Services
50.9K
+ 111.83%
$10.79 - $12.8 $550K - $652K
96.5K $1.23M
VTWO
Vanguard Russell 2000 ETF

ETFs
14
+ 0.02%
$86.92 - $99.32 $1.22K - $1.39K
66.8K $6.54M
GABC
German American Bancorp, Inc.

Financial Services
17.6K
+ 71.31%
$37.61 - $41.96 $660K - $737K
42.2K $1.66M
LECO
Lincoln Electric Holdings Inc

Industrials
1.22K
+ 8.26%
$210.22 - $247.76 $256K - $302K
16K $3.77M
GMED
Globus Medical Inc

Healthcare
12.6K
+ 163.81%
$51.89 - $62.79 $653K - $790K
20.3K $1.16M
CTRE
Care Trust Reit, Inc.

Real Estate
11.8K
+ 16.15%
$30.29 - $34.8 $356K - $409K
84.6K $2.93M
INOD
Innodata Inc

Technology
7.63K
+ 102.58%
$36.68 - $75.94 $280K - $580K
15.1K $1.09M
WCC
Wesco International Inc

Industrials
2.52K
+ 38.69%
$189.22 - $227.19 $476K - $572K
9.02K $1.91M
BYD
Boyd Gaming Corp

Consumer Cyclical
7.17K
+ 73.02%
$79.66 - $87.38 $571K - $627K
17K $1.47M
NDSN
Nordson Corp

Industrials
2.66K
+ 37.07%
$209.25 - $227.98 $557K - $607K
9.84K $2.23M
JBT
John Bean Technologies Corp

Industrials
5.48K
+ 44.88%
N/A
17.7K $2.22M
ALK
Alaska Air Group, Inc.

Industrials
13.2K
+ 12.4%
$49.73 - $63.86 $655K - $841K
119K $5.94M
OPEN
Opendoor Technologies Inc.

Real Estate
37.3K
+ 71.03%
$0.56 - $10.52 $20.9K - $392K
89.7K $715K
AAP
Advance Auto Parts Inc

Consumer Cyclical
8.71K
+ 84.65%
$49.01 - $66.5 $427K - $579K
19K $1.17M
RXST
Rx Sight, Inc.

Healthcare
83.3K
+ 523.6%
$6.65 - $13.14 $554K - $1.1M
99.3K $892K
ELAN
Elanco Animal Health Inc

Healthcare
14K
+ 20.37%
$13.68 - $20.14 $192K - $282K
82.7K $1.67M
PTCT
Ptc Therapeutics, Inc.

Healthcare
6.11K
+ 24.61%
$43.3 - $62.88 $264K - $384K
30.9K $1.9M
COLM
Columbia Sportswear CO

Consumer Cyclical
14.1K
+ 236.08%
$49.3 - $64.28 $694K - $905K
20K $1.05M
KFY
Korn Ferry

Industrials
10.4K
+ 77.75%
$69.05 - $76.46 $718K - $795K
23.8K $1.66M
MCHI
Ishares Msci China ETF

ETFs
9.09K
+ 118.37%
$54.58 - $65.85 $496K - $599K
16.8K $1.1M
MAA
Mid America Apartment Communities Inc.

Real Estate
5.97K
+ 32.18%
$138.38 - $153.2 $825K - $914K
24.5K $3.42M
HLIO
Helios Technologies, Inc.

Industrials
1.79K
+ 5.77%
$34.16 - $55.89 $61.2K - $100K
32.9K $1.71M
BGNE
Bei Gene, Ltd.

Healthcare
2.97K
+ 49.66%
N/A
8.95K $2.03M
IMO
Imperial Oil LTD

Energy
1.08K
+ 2.12%
$80.03 - $95.16 $86.6K - $103K
52.2K $4.74M
ASGN
Asgn Inc

Technology
14.7K
+ 155.61%
$47.05 - $55.65 $691K - $818K
24.1K $1.14M
CELC
Celcuity Inc.

Healthcare
3.91K
+ 29.4%
$12.58 - $62.68 $49.2K - $245K
17.2K $845K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
78K
+ 64.45%
$7.95 - $8.31 $620K - $648K
199K $1.65M
QCRH
Qcr Holdings Inc

Financial Services
7.35K
+ 52.83%
$69.91 - $80.74 $514K - $594K
21.3K $1.61M
SSO
Proshares Ultra S&P 500

ETFs
2.55K
+ 9.77%
$97.48 - $112.71 $249K - $288K
28.7K $3.21M
PEGA
Pegasystems Inc

Technology
10.5K
+ 59.65%
$49.75 - $60.39 $520K - $631K
28K $1.61M
FBK
Fb Financial Corp

Financial Services
4.29K
+ 10.67%
$46.72 - $56.0 $200K - $240K
44.5K $2.48M
AR
Antero Resources Corp

Energy
25.7K
+ 83.89%
$29.87 - $37.66 $767K - $967K
56.3K $1.89M
MSGS
Madison Square Garden Sports Corp.

Communication Services
2.56K
+ 64.5%
$192.65 - $230.03 $493K - $589K
6.53K $1.48M
FUL
Fuller H B CO

Basic Materials
11.4K
+ 35.63%
$55.6 - $64.06 $637K - $733K
43.6K $2.58M
FXI
Ishares Tr

ETFs
14.5K
+ 121.6%
$36.18 - $41.62 $525K - $604K
26.5K $1.09M
BWXT
Bwx Technologies, Inc.

Industrials
1.03K
+ 9.13%
$136.45 - $184.37 $141K - $190K
12.3K $2.28M
WIT
Wipro LTD

Technology
799K
+ 21.41%
$2.63 - $3.11 $2.1M - $2.48M
4.53M $11.9M
USFD
Us Foods Holding Corp.

Consumer Defensive
8.53K
+ 36.44%
$76.35 - $84.68 $651K - $722K
31.9K $2.45M
LKQ
Lkq Corp

Consumer Cyclical
25.2K
+ 131.36%
$29.24 - $39.21 $735K - $986K
44.3K $1.35M
TPC
Tutor Perini Corp

Industrials
5.22K
+ 32.74%
$45.65 - $66.81 $238K - $349K
21.2K $1.39M
KEX
Kirby Corp

Industrials
10.3K
+ 140.05%
$82.64 - $120.83 $853K - $1.25M
17.7K $1.48M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
54.8K
+ 286.39%
$10.9 - $11.58 $597K - $634K
73.9K $849K
STLA
Stellantis N.V.

Consumer Cyclical
84.5K
+ 37.64%
$8.74 - $10.37 $739K - $876K
309K $2.89M
AVNS
Avanos Medical, Inc.

Healthcare
56.8K
+ 160.87%
$9.89 - $12.72 $561K - $722K
92K $1.06M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.58K
+ 57.92%
$422.75 - $485.53 $669K - $769K
4.32K $1.86M
WWD
Woodward, Inc.

Industrials
2.34K
+ 43.37%
$237.33 - $266.1 $555K - $622K
7.73K $1.95M
RGLD
Royal Gold Inc

Basic Materials
1.74K
+ 13.93%
$151.42 - $200.58 $263K - $348K
14.2K $2.85M
WINA
Winmark Corp

Consumer Cyclical
3
+ 0.06%
$363.85 - $514.95 $1.09K - $1.54K
5.23K $2.6M
QLYS
Qualys, Inc.

Technology
5.83K
+ 43.14%
$127.89 - $150.07 $745K - $874K
19.3K $2.56M
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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