Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NTR
Nutrien Ltd.

Basic Materials
4.39K
+ 6.64%
$55.69 - $62.11 $245K - $273K
70.6K $4.14M
MCB
Metropolitan Bank Holding Corp.

Financial Services
2.89K
+ 19.63%
$67.93 - $80.7 $196K - $233K
17.6K $1.32M
BIO
Bio Rad Laboratories, Inc.

Healthcare
631
+ 22.56%
$241.95 - $303.82 $153K - $192K
3.43K $961K
LZ
Legalzoom.Com, Inc.

Industrials
25.6K
+ 184.85%
$8.3 - $11.18 $213K - $286K
39.5K $409K
SCVL
Shoe Carnival Inc

Consumer Cyclical
11.5K
+ 50.98%
$19.57 - $25.89 $225K - $298K
34K $707K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.71K
+ 1.13%
$52.39 - $53.11 $194K - $197K
331K $17.5M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
56.8K
+ 84.62%
$3.0 - $4.42 $170K - $251K
124K $479K
POWL
Powell Industries Inc

Industrials
258
+ 11.7%
$205.47 - $304.3 $53K - $78.5K
2.46K $748K
ASH
Ashland Global Holdings Inc

Basic Materials
6.48K
+ 55.51%
$47.62 - $56.6 $308K - $367K
18.1K $869K
DOMO
Domo, Inc.

Technology
16.1K
+ 104.48%
$13.44 - $18.2 $216K - $292K
31.4K $497K
BRZE
Braze, Inc.

Technology
9.59K
+ 35.58%
$24.11 - $32.65 $231K - $313K
36.5K $1.04M
CNOB
Connect One Bancorp, Inc.

Financial Services
8.4K
+ 19.15%
$22.24 - $26.24 $187K - $220K
52.2K $1.3M
TDS
Telephone & Data Systems Inc

Communication Services
5.56K
+ 32.48%
$35.43 - $40.72 $197K - $226K
22.7K $889K
AM
Antero Midstream Corp

Energy
11.5K
+ 10.02%
$16.87 - $19.58 $194K - $225K
126K $2.46M
EFX
Equifax Inc

Industrials
1.48K
+ 4.17%
$234.03 - $265.73 $347K - $394K
37.1K $9.51M
GHM
Graham Corp

Industrials
4.25K
+ 38.18%
$47.07 - $57.43 $200K - $244K
15.4K $830K
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.13K
+ 11.8%
$49.08 - $57.8 $104K - $123K
20.2K $1.17M
GNK
Genco Shipping & Trading LTD

Industrials
2.56K
+ 5.22%
$13.25 - $19.26 $34K - $49.4K
51.7K $920K
LXP
Lxp Industrial Trust

Real Estate
28.5K
+ 86.54%
$7.75 - $9.34 $221K - $266K
61.5K $550K
UPWK
Upwork, Inc

Industrials
6.8K
+ 23.24%
$11.75 - $20.07 $79.9K - $136K
36K $669K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
77.7K
+ 66.95%
$2.03 - $2.89 $158K - $225K
194K $555K
ACLX
Arcellx, Inc.

Healthcare
1.67K
+ 19.67%
$64.69 - $82.1 $108K - $137K
10.2K $834K
DGX
Quest Diagnostics Inc

Healthcare
1.99K
+ 11.56%
N/A
19.2K $2.64M
PLTK
Playtika Holding Corp.

Communication Services
76.2K
+ 271.43%
$3.44 - $5.0 $262K - $381K
104K $405K
GCI
Gannett Co., Inc.

Communication Services
55.4K
+ 69.85%
$3.54 - $4.38 $196K - $242K
135K $555K
WIX
Wix.Com Ltd.

Technology
612
+ 7.18%
$115.43 - $184.24 $70.6K - $113K
9.13K $1.62M
EXTR
Extreme Networks Inc

Technology
8.62K
+ 24.82%
$16.78 - $22.85 $145K - $197K
43.4K $895K
MCO
Moodys Corp

Financial Services
2.03K
+ 7.33%
$472.69 - $521.32 $959K - $1.06M
29.7K $14.2M
AA
Alcoa Corp

Basic Materials
5.31K
+ 19.0%
$28.4 - $33.85 $151K - $180K
33.3K $1.09M
UCTT
Ultra Clean Holdings, Inc.

Technology
5.86K
+ 25.33%
$21.63 - $29.38 $127K - $172K
29K $790K
ARES
Ares Management Corp

Financial Services
4.51K
+ 13.26%
$159.89 - $192.76 $721K - $870K
38.5K $6.16M
JXN
Jackson Financial Inc.

Financial Services
1.74K
+ 23.78%
$84.06 - $103.8 $147K - $181K
9.08K $918K
GBX
Greenbrier Companies Inc

Industrials
5.71K
+ 23.16%
$43.97 - $56.91 $251K - $325K
30.3K $1.4M
ESS
Essex Property Trust, Inc.

Real Estate
976
+ 14.61%
N/A
7.66K $2.09M
PSTL
Postal Realty Trust, Inc.

Real Estate
14.2K
+ 35.42%
$13.7 - $16.35 $195K - $233K
54.4K $857K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
13.9K
+ 39.54%
$17.96 - $19.62 $250K - $273K
49.1K $914K
IBOC
International Bancshares Corp

Financial Services
3.52K
+ 32.13%
$67.44 - $72.68 $237K - $255K
14.5K $993K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
4.36K
+ 60.57%
$81.24 - $97.99 $354K - $427K
11.6K $960K
WAL
Western Alliance Bancorporation

Financial Services
2.18K
+ 24.93%
$76.33 - $91.49 $166K - $199K
10.9K $945K
HONE
Harbor One Bancorp, Inc.

Financial Services
15.7K
+ 61.73%
$11.61 - $13.75 $183K - $216K
41.3K $561K
CHDN
Churchill Downs Inc

Consumer Cyclical
3.06K
+ 37.79%
$95.3 - $113.75 $291K - $348K
11.1K $1.08M
NJR
New Jersey Resources Corp

Utilities
3.69K
+ 14.42%
$45.05 - $48.15 $166K - $178K
29.3K $1.41M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.17K
+ 19.76%
$67.16 - $93.48 $78.5K - $109K
7.08K $660K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.62K
+ 41.25%
$40.22 - $50.41 $347K - $435K
29.5K $1.2M
CGGO
Capital Group Global Growth Eq

ETFs
5.19K
+ 13.4%
$31.71 - $34.17 $165K - $177K
43.9K $1.5M
TNL
Travel & Leisure Co.

Consumer Cyclical
2.84K
+ 24.13%
$53.72 - $63.45 $153K - $180K
14.6K $869K
IYF
Ishares Tr

ETFs
1.4K
+ 9.44%
$119.89 - $127.16 $168K - $178K
16.2K $2.06M
CNXC
Concentrix Corp

Technology
6.32K
+ 132.98%
$45.94 - $62.0 $290K - $392K
11.1K $510K
TILE
Interface Inc

Consumer Cyclical
706
+ 2.36%
$20.39 - $29.88 $14.4K - $21.1K
30.6K $886K
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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