Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
148
+ 1.07%
$169.0 - $192.17 $25K - $28.4K
14K $2.64M
URA
Global X Uranium ETF

ETFs
1.77K
+ 8.93%
$36.45 - $50.4 $64.6K - $89.3K
21.6K $1.03M
HOUS
Anywhere Real Estate Inc.

Real Estate
6.84K
+ 25.51%
$3.64 - $10.94 $24.9K - $74.9K
33.7K $356K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.11K
+ 60.43%
$123.13 - $140.8 $260K - $297K
5.61K $719K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.3K
+ 51.52%
$42.39 - $44.63 $225K - $237K
15.6K $695K
GGB
Gerdau S.A.

Basic Materials
78.6K
+ 112.13%
$2.85 - $3.2 $224K - $251K
149K $460K
IQDF
Flexshares International Quali

ETFs
47
+ 0.03%
$27.02 - $28.94 $1.27K - $1.36K
177K $5.05M
ALLY
Ally Financial Inc.

Financial Services
6.2K
+ 12.52%
$36.95 - $44.58 $229K - $276K
55.7K $2.18M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
10.4K
+ 31.35%
$39.13 - $48.22 $409K - $504K
43.8K $1.73M
MATV
Schweitzer Mauduit International Inc

Basic Materials
13.2K
+ 56.88%
$6.26 - $12.74 $82.9K - $169K
36.5K $412K
FV
First Trust Dorsey Wright Focu

ETFs
1.26K
+ 1.91%
$59.23 - $62.14 $74.6K - $78.3K
67.1K $4.16M
CLDX
Celldex Therapeutics, Inc.

Healthcare
3.37K
+ 11.26%
$20.01 - $26.19 $67.4K - $88.2K
33.3K $860K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
40.1K
+ 159.48%
$2.4 - $5.57 $96.3K - $223K
65.3K $312K
APO
Apollo Global Management, Inc.

Financial Services
6.08K
+ 9.35%
$131.55 - $156.05 $800K - $949K
71.1K $9.47M
MAT
Mattel Inc

Consumer Cyclical
17.2K
+ 124.95%
$16.66 - $20.55 $287K - $354K
31K $521K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
393
+ 3.28%
$38.82 - $59.43 $15.3K - $23.4K
12.4K $734K
NVST
Envista Holdings Corp

Healthcare
11.4K
+ 54.94%
$18.89 - $21.72 $215K - $247K
32.1K $653K
HYGV
Flexshares Tr High Yield Value

ETFs
6.03K
+ 119.84%
$40.55 - $41.28 $244K - $249K
11.1K $455K
NRG
Nrg Energy, Inc.

Utilities
255
+ 0.17%
$144.77 - $173.91 $36.9K - $44.3K
151K $24.4M
CPK
Chesapeake Utilities Corp

Utilities
1.02K
+ 13.39%
$119.5 - $135.26 $122K - $138K
8.65K $1.16M
WASH
Washington Trust Bancorp Inc

Financial Services
7.61K
+ 17.22%
$26.43 - $30.54 $201K - $233K
51.8K $1.5M
TNET
Trinet Group, Inc.

Industrials
4.82K
+ 40.37%
$62.83 - $75.19 $303K - $362K
16.8K $1.12M
PBRA
Petroleo Bras Ads (Ea Reptg 2
18.8K
+ 59.46%
N/A
50.5K $663K
SRDX
Surmodics Inc

Healthcare
8.15K
+ 76.07%
$29.0 - $38.0 $236K - $310K
18.9K $564K
CFFN
Capitol Federal Financial, Inc.

Financial Services
35.1K
+ 37.65%
$5.73 - $6.56 $201K - $231K
128K $815K
BRC
Brady Corp

Industrials
1.77K
+ 16.77%
$67.86 - $82.75 $120K - $147K
12.3K $963K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
21.7K
+ 131.8%
$10.02 - $10.85 $218K - $236K
38.2K $414K
SXC
Sun Coke Energy, Inc.

Basic Materials
31.4K
+ 99.03%
$7.23 - $8.83 $227K - $277K
63.1K $515K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
140
+ 4.42%
$256.21 - $323.54 $35.9K - $45.3K
3.31K $1.06M
BMRC
Bank Of Marin Bancorp

Financial Services
6.77K
+ 12.69%
$21.87 - $25.83 $148K - $175K
60.1K $1.46M
APLE
Apple Hospitality Reit, Inc.

Real Estate
19.1K
+ 74.21%
$11.53 - $13.17 $221K - $252K
44.9K $539K
STLD
Steel Dynamics Inc

Basic Materials
2.43K
+ 7.68%
N/A
34K $3.34M
IWL
Ishares Tr Russell 200 ETF

ETFs
33
+ 0.18%
$152.78 - $166.59 $5.04K - $5.5K
17.9K $2.97M
SAIA
Saia Inc

Industrials
628
+ 32.71%
$281.49 - $333.61 $177K - $210K
2.55K $762K
COHU
Cohu Inc

Technology
7.75K
+ 10.77%
$17.86 - $23.27 $138K - $180K
79.7K $1.62M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
16.7K
+ 40.36%
$6.18 - $9.0 $103K - $150K
58K $522K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
11.6K
+ 12.71%
N/A
103K $2.09M
CAL
Caleres Inc

Consumer Cyclical
15.6K
+ 40.19%
$13.04 - $15.75 $203K - $246K
54.4K $709K
NRGV
Energy Vault Holdings, Inc.

Utilities
3.69K
+ 3.75%
$0.77 - $3.19 $2.84K - $11.8K
102K $303K
BSCU
Invesco Exc Self Ind Tr

ETFs
13.6K
+ 51.02%
$16.67 - $17.03 $227K - $232K
40.4K $681K
DXC
Dxc Technology CO

Technology
19.7K
+ 90.33%
$12.85 - $16.24 $254K - $321K
41.6K $567K
CROX
Crocs, Inc.

Consumer Cyclical
4.85K
+ 50.07%
$74.39 - $108.79 $361K - $527K
14.5K $1.21M
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.96K
+ 5.65%
$17.81 - $18.39 $160K - $165K
168K $3.06M
CTSH
Cognizant Technology Solutions Corp

Technology
13.7K
+ 21.76%
$66.67 - $80.98 $915K - $1.11M
76.8K $5.15M
DBX
Dropbox, Inc.

Technology
4.65K
+ 8.36%
$26.13 - $32.17 $121K - $149K
60.2K $1.82M
FEX
First Tr Large Cap Core Alphde

ETFs
1.08K
+ 7.12%
$110.0 - $117.08 $119K - $126K
16.2K $1.89M
BLDR
Builders First Source, Inc.

Industrials
1.11K
+ 5.3%
$116.91 - $149.21 $129K - $165K
22K $2.66M
JMIA
Jumia Technologies Ag

Consumer Cyclical
10.9K
+ 81.07%
$4.23 - $11.97 $46.2K - $131K
24.4K $283K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.38K
+ 2.37%
$24.14 - $24.34 $202K - $204K
362K $8.82M
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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