Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.98K
+ 30.83%
$164.12 - $188.32 $326K - $374K
8.42K $1.46M
NHC
National Healthcare Corp

Healthcare
1.53K
+ 12.83%
$94.48 - $126.41 $144K - $193K
13.4K $1.63M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
230K
+ 756.95%
$1.19 - $1.99 $273K - $457K
260K $392K
LNW
Light & Wonder, Inc.

Consumer Cyclical
5.96K
+ 51.23%
$77.87 - $101.11 $464K - $602K
17.6K $1.48M
IPGP
Ipg Photonics Corp

Technology
2.85K
+ 23.15%
$71.05 - $84.98 $202K - $242K
15.2K $1.2M
CUBI
Customers Bancorp, Inc.

Financial Services
5.02K
+ 117.93%
$61.21 - $72.43 $308K - $364K
9.28K $606K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.19K
+ 23.31%
$49.31 - $57.77 $207K - $242K
22.2K $1.26M
FHN
First Horizon Corp

Financial Services
8.62K
+ 7.57%
$21.16 - $23.23 $182K - $200K
122K $2.77M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
26.4K
+ 25.97%
$4.25 - $6.31 $112K - $167K
128K $770K
VSEC
Vse Corp

Industrials
1.66K
+ 75.06%
$125.37 - $172.66 $207K - $286K
3.86K $641K
NXST
Nexstar Media Group, Inc.

Communication Services
1.09K
+ 19.77%
$176.71 - $211.31 $193K - $231K
6.63K $1.31M
PVH
Pvh Corp.

Consumer Cyclical
2.72K
+ 33.03%
$70.6 - $89.52 $192K - $243K
10.9K $916K
COST
Costco Wholesale Corp

Consumer Defensive
17.4K
+ 7.1%
$915.95 - $994.57 $15.9M - $17.3M
262K $242M
PATH
Ui Path, Inc.

Technology
22.5K
+ 27.93%
$10.44 - $13.38 $235K - $301K
103K $1.38M
CGDV
Capital Group Divid Value ETF

ETFs
6.27K
+ 18.53%
$39.59 - $42.21 $248K - $265K
40.1K $1.68M
EMBC
Embecta Corp.

Healthcare
13.5K
+ 37.58%
$9.58 - $15.31 $129K - $206K
49.2K $694K
AER
Aer Cap Holdings N.V.

Industrials
1.71K
+ 4.85%
$107.25 - $124.42 $184K - $213K
37K $4.48M
NHI
National Health Investors Inc

Real Estate
3.41K
+ 41.51%
$69.48 - $80.06 $237K - $273K
11.6K $924K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.66K
+ 93.0%
$110.74 - $122.12 $294K - $325K
5.52K $668K
PSLV
Sprott Physical Silver Trust

Financial Services
4.26K
+ 5.31%
$12.24 - $15.73 $52.1K - $67K
84.5K $1.33M
THO
Thor Industries Inc

Consumer Cyclical
2.3K
+ 32.41%
$88.76 - $112.33 $204K - $258K
9.4K $974K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
20.8K
+ 36.31%
$7.83 - $12.89 $163K - $268K
78.1K $892K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
13.9K
+ 20.07%
$23.54 - $23.97 $327K - $333K
83.2K $1.99M
PCVX
Vaxcyte, Inc.

Healthcare
1.85K
+ 2.36%
$29.67 - $37.37 $55K - $69.2K
80.3K $2.89M
USLM
United States Lime & Minerals Inc

Basic Materials
1.28K
+ 23.52%
$99.02 - $131.55 $126K - $168K
6.7K $880K
MCBS
Metro City Bankshares, Inc.

Financial Services
13.1K
+ 46.0%
$26.9 - $30.53 $353K - $400K
41.6K $1.15M
WRBY
Warby Parker Inc.

Healthcare
8.09K
+ 40.44%
$21.37 - $28.56 $173K - $231K
28.1K $775K
OGN
Organon & Co.

Healthcare
14K
+ 7.5%
$8.4 - $10.85 $118K - $152K
201K $2.14M
SLF
Sun Life Financial Inc

Financial Services
12.8K
+ 18.99%
$56.54 - $66.41 $724K - $851K
80.3K $4.82M
TTI
Tetra Technologies Inc

Energy
37.3K
+ 73.96%
$3.23 - $5.89 $121K - $220K
87.8K $504K
SPOT
Spotify Technology S.A.

Communication Services
3.11K
+ 11.75%
$620.01 - $738.53 $1.93M - $2.3M
29.6K $20.7M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.14K
+ 84.73%
$85.31 - $97.03 $268K - $305K
6.85K $651K
STM
St Microelectronics N.V.

Technology
24.4K
+ 14.75%
$24.77 - $33.41 $604K - $815K
190K $5.36M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
6.31K
+ 46.66%
$40.04 - $45.11 $253K - $285K
19.8K $879K
POR
Portland General Electric CO

Utilities
4.95K
+ 14.46%
$39.73 - $44.0 $197K - $218K
39.2K $1.72M
MEG
Montrose Environmental Group, Inc.

Industrials
2.11K
+ 4.25%
$20.57 - $31.06 $43.3K - $65.4K
51.6K $1.42M
TENB
Tenable Holdings, Inc.

Technology
13.9K
+ 86.74%
$28.58 - $35.46 $398K - $493K
30K $873K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4.91K
+ 37.16%
$73.7 - $90.42 $361K - $444K
18.1K $1.33M
TFSL
Tfs Financial Corp

Financial Services
23.8K
+ 31.69%
$12.61 - $14.23 $300K - $339K
98.9K $1.3M
REVG
Rev Group, Inc.

Industrials
4.01K
+ 35.32%
$46.09 - $63.91 $185K - $256K
15.4K $871K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
16.2K
+ 51.02%
$8.2 - $12.84 $133K - $208K
48K $585K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
5.82K
+ 56.04%
$35.21 - $46.94 $205K - $273K
16.2K $696K
ADCT
Adc Therapeutics Sa

Healthcare
70.7K
+ 196.26%
$2.64 - $4.02 $187K - $284K
107K $426K
DRD
Drdgold LTD

Basic Materials
1.9K
+ 9.75%
$13.32 - $28.41 $25.3K - $53.9K
21.4K $589K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.52K
+ 9.75%
$99.92 - $146.67 $152K - $223K
17.1K $2.27M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
505
+ 5.66%
$138.31 - $165.45 $69.8K - $83.6K
9.42K $1.56M
FSBC
Five Star Bancorp

Financial Services
8.15K
+ 46.59%
$29.1 - $33.75 $237K - $275K
25.6K $825K
DSGX
Descartes Systems Group Inc

Technology
5.01K
+ 25.49%
$94.23 - $107.79 $472K - $540K
24.7K $2.32M
OZK
Bank Ozk

Financial Services
4.81K
+ 23.51%
$47.4 - $53.14 $228K - $255K
25.2K $1.29M
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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