Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
1.02K
+ 7.85%
$94.16 - $98.46 $95.8K - $100K
14K $1.36M
CDAY
Ceridian Hcm Holding Inc.

Technology
1.97K
+ 15.64%
N/A
14.6K $942K
NEOG
Neogen Corp

Healthcare
14.3K
+ 28.45%
$4.65 - $5.75 $66.3K - $81.9K
64.4K $367K
SLQT
Select Quote, Inc.

Financial Services
90.8K
+ 74.67%
$1.74 - $2.69 $158K - $244K
212K $416K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
2.09K
+ 5.78%
$18.0 - $24.76 $37.6K - $51.7K
38.2K $946K
GSL
Global Ship Lease, Inc.

Industrials
2.48K
+ 22.46%
$26.17 - $33.06 $65K - $82.1K
13.5K $415K
APEI
American Public Education Inc

Consumer Defensive
618
+ 5.53%
$28.03 - $39.47 $17.3K - $24.4K
11.8K $465K
ELP
Energy CO Of Parana

Utilities
4.31K
+ 3.56%
$8.34 - $9.9 $36K - $42.7K
125K $1.23M
TRVI
Trevi Therapeutics, Inc.

Healthcare
5.93K
+ 29.28%
$5.62 - $9.62 $33.3K - $57K
26.2K $234K
KIND
Nextdoor Holdings, Inc.

Communication Services
31.7K
+ 23.61%
$1.58 - $2.31 $50.1K - $73.3K
166K $347K
REAL
The Real Real, Inc.

Consumer Cyclical
3.4K
+ 23.37%
$4.94 - $10.89 $16.8K - $37K
17.9K $192K
TFLO
Ishares Treasury Floating Rate

ETFs
2.82K
+ 0.84%
$50.45 - $50.65 $142K - $143K
340K $17.2M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.02K
+ 13.9%
$73.9 - $84.4 $75.3K - $86K
8.35K $655K
XLP
Consumer Staples Sector Spdr

ETFs
1.61K
+ 0.93%
N/A
174K $13.3M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.94K
+ 2.5%
$20.5 - $21.65 $39.7K - $41.9K
79.4K $1.71M
MRC
Mrc Global Inc.

Energy
7.07K
+ 23.86%
$12.79 - $15.34 $90.4K - $108K
36.7K $528K
HI
Hillenbrand, Inc.

Industrials
1.08K
+ 8.15%
$19.59 - $27.04 $21.2K - $29.3K
14.4K $388K
DERM
Journey Medical Corp

Healthcare
17.7K
+ 54.13%
$6.9 - $8.54 $122K - $151K
50.5K $357K
CCK
Crown Holdings Inc

Consumer Cyclical
4.48K
+ 9.16%
$92.19 - $108.12 $413K - $484K
53.4K $5.16M
HLMN
Hillman Solutions Corp.

Industrials
9.64K
+ 61.08%
$7.39 - $10.35 $71.3K - $99.8K
25.4K $233K
GES
Guess Inc

Consumer Cyclical
881
+ 3.82%
$12.39 - $16.91 $10.9K - $14.9K
23.9K $399K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.09K
+ 8.28%
$10.62 - $11.43 $75.3K - $81K
92.7K $1.06M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.21K
+ 1.46%
$28.38 - $29.05 $91K - $93.1K
223K $6.45M
FDIS
Fidelity Covington Tr Msci Con

ETFs
723
+ 13.49%
$93.41 - $104.11 $67.5K - $75.3K
6.08K $625K
IAT
Ishares Tr

ETFs
1.7K
+ 16.45%
$48.92 - $54.5 $82.9K - $92.4K
12K $630K
AMPL
Amplitude, Inc.

Technology
18K
+ 41.17%
$10.72 - $13.29 $193K - $240K
61.9K $663K
MD
Mednax, Inc.

Healthcare
2.63K
+ 8.25%
$11.98 - $17.21 $31.5K - $45.3K
34.5K $577K
PBT
Permian Basin Royalty Trust

Energy
1.78K
+ 11.89%
$12.46 - $18.83 $22.2K - $33.6K
16.8K $306K
OCFC
Oceanfirst Financial Corp

Financial Services
7.01K
+ 7.84%
$16.32 - $19.01 $114K - $133K
96.4K $1.69M
ASR
Southeast Airport Group

Industrials
336
+ 14.74%
$301.06 - $346.48 $101K - $116K
2.62K $845K
GLOB
Globant S.A.

Technology
3.92K
+ 124.5%
$55.6 - $93.3 $218K - $366K
7.07K $405K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1.02K
+ 40.73%
$111.05 - $115.21 $113K - $117K
3.51K $400K
SWBI
Smith & Wesson Brands, Inc.

Industrials
8.76K
+ 29.81%
$7.74 - $9.83 $67.8K - $86.1K
38.1K $374K
GXO
Gxo Logistics, Inc.

Industrials
1.31K
+ 11.09%
$48.07 - $54.59 $62.8K - $71.3K
13.1K $692K
LYTS
Lsi Industries Inc

Technology
1.41K
+ 10.61%
$17.36 - $23.83 $24.5K - $33.6K
14.7K $344K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
806
+ 17.24%
$92.99 - $105.19 $74.9K - $84.8K
5.48K $560K
TMCI
Treace Medical Concepts, Inc.

Healthcare
13.3K
+ 40.54%
$5.34 - $7.7 $71K - $102K
46.1K $309K
IAS
Integral Ad Science Holding Corp.

Communication Services
8.81K
+ 59.92%
$7.84 - $10.22 $69.1K - $90K
23.5K $239K
WLFC
Willis Lease Finance Corp

Industrials
920
+ 59.01%
$133.6 - $169.32 $123K - $156K
2.48K $339K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
8.07K
+ 61.23%
$12.52 - $13.45 $101K - $108K
21.2K $284K
CGUS
Capital Group Core Equity ETF
1.27K
+ 5.04%
$36.89 - $39.72 $46.8K - $50.4K
26.5K $1.05M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.51K
+ 8.29%
$24.13 - $29.07 $36.4K - $43.9K
19.7K $563K
PAC
Pacific Airport Group

Industrials
414
+ 17.67%
$218.82 - $256.99 $90.6K - $106K
2.76K $653K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
6.92K
+ 37.76%
$12.48 - $14.83 $86.3K - $103K
25.2K $346K
NTGR
Netgear, Inc.

Technology
1.22K
+ 5.35%
$22.5 - $32.39 $27.4K - $39.5K
24K $777K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
814
+ 2.15%
$32.11 - $34.92 $26.1K - $28.4K
38.7K $1.35M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.46K
+ 32.41%
$63.74 - $68.36 $92.8K - $99.5K
5.95K $403K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.8K
+ 110.58%
$7.98 - $8.29 $110K - $114K
26.3K $215K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
322
+ 16.8%
$239.62 - $294.04 $77.2K - $94.7K
2.24K $590K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email