Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
881
+ 10.65%
$32.78 - $42.61 $28.9K - $37.5K
9.15K $384K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.07K
+ 4.03%
$41.8 - $43.15 $86.5K - $89.3K
53.5K $2.29M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
1.67K
+ 6.24%
$13.87 - $19.14 $23.1K - $31.9K
28.4K $461K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.5K
+ 30.43%
N/A
6.45K $482K
RNG
Ring Central, Inc.

Technology
4.01K
+ 41.49%
$23.62 - $32.44 $94.8K - $130K
13.7K $387K
SMBK
Smartfinancial Inc.

Financial Services
1.92K
+ 8.77%
$32.94 - $37.83 $63.2K - $72.6K
23.8K $851K
UBSI
United Bankshares Inc

Financial Services
1.91K
+ 3.65%
$35.03 - $38.73 $66.9K - $73.9K
54.3K $2.02M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.19K
+ 28.57%
$53.89 - $68.51 $226K - $287K
18.8K $1.03M
ABC
Amerisourcebergen Corp

Healthcare
596
+ 0.88%
N/A
68.7K $12.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
505
+ 0.12%
$22.9 - $23.58 $11.6K - $11.9K
430K $10.1M
ASTE
Astec Industries Inc

Industrials
852
+ 8.03%
$37.91 - $48.58 $32.3K - $41.4K
11.5K $551K
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.1K
+ 20.58%
$18.74 - $23.05 $189K - $233K
59.2K $1.16M
HTGC
Hercules Capital, Inc.

Financial Services
4.52K
+ 12.51%
$18.34 - $19.53 $82.8K - $88.2K
40.6K $768K
CATY
Cathay General Bancorp

Financial Services
1.49K
+ 10.16%
$44.78 - $50.42 $66.6K - $75K
16.1K $774K
MBWM
Mercantile Bank Corp

Financial Services
3.07K
+ 14.62%
$44.05 - $49.92 $135K - $153K
24K $1.08M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
4.97K
+ 24.02%
$7.47 - $13.14 $37.1K - $65.3K
25.7K $283K
NYF
Ishares New York Muni Bond ETF

ETFs
488
+ 0.72%
$51.6 - $53.44 $25.2K - $26.1K
68.7K $3.67M
SPT
Sprout Social, Inc.

Technology
15.5K
+ 131.71%
$12.92 - $21.2 $200K - $328K
27.3K $352K
IAG
Iamgold Corp

Basic Materials
2.45K
+ 18.11%
$6.74 - $12.93 $16.5K - $31.7K
16K $206K
RNST
Renasant Corp

Financial Services
598
+ 0.69%
$35.52 - $39.77 $21.2K - $23.8K
87.4K $3.22M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.34K
+ 32.51%
$64.75 - $69.05 $86.6K - $92.3K
5.45K $375K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.36K
+ 5.07%
$86.67 - $100.17 $205K - $237K
48.9K $4.42M
SVM
Silvercorp Metals Inc

Basic Materials
5.83K
+ 18.09%
$4.3 - $6.32 $25.1K - $36.8K
38.1K $240K
CARS
Cars.Com Inc.

Consumer Cyclical
7.94K
+ 40.09%
$11.77 - $13.79 $93.5K - $110K
27.7K $339K
BCH
Bank Of Chile

Financial Services
3.55K
+ 21.48%
$27.32 - $30.97 $96.9K - $110K
20.1K $607K
BSAC
Banco Santander Chile

Financial Services
3.16K
+ 18.76%
$22.88 - $26.68 $72.3K - $84.4K
20K $530K
KRG
Kite Realty Group Trust

Real Estate
5.12K
+ 20.01%
$20.94 - $23.26 $107K - $119K
30.7K $684K
CSGS
Csg Systems International Inc

Technology
1.82K
+ 13.15%
$60.77 - $67.01 $111K - $122K
15.7K $1.01M
LNN
Lindsay Corp

Industrials
775
+ 49.18%
$133.42 - $148.29 $103K - $115K
2.35K $330K
ROBO
Robo Global Robotics And Autom

ETFs
315
+ 2.21%
$59.49 - $67.23 $18.7K - $21.2K
14.6K $954K
BHF
Brighthouse Financial, Inc.

Financial Services
2.22K
+ 10.35%
$43.36 - $57.59 $96.4K - $128K
23.7K $1.26M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.99K
+ 17.97%
$29.52 - $34.78 $58.6K - $69K
13K $440K
ARCB
Arcbest Corp

Industrials
2.6K
+ 23.34%
$68.46 - $86.21 $178K - $224K
13.7K $959K
MYE
Myers Industries Inc

Consumer Cyclical
2.87K
+ 13.14%
$14.5 - $16.94 $41.6K - $48.6K
24.7K $418K
RBCAA
Republic Bancorp Inc

Financial Services
1.51K
+ 15.87%
$67.5 - $77.77 $102K - $118K
11K $798K
SITE
Site One Landscape Supply, Inc.

Industrials
606
+ 19.32%
$121.97 - $152.97 $73.9K - $92.7K
3.74K $481K
PRME
Prime Medicine, Inc.
12.9K
+ 127.52%
$2.73 - $5.56 $35.3K - $71.9K
23.1K $127K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.22K
+ 14.67%
$44.23 - $49.41 $53.8K - $60.1K
9.51K $469K
PDS
Precision Drilling Corp

Energy
496
+ 6.19%
$47.8 - $59.09 $23.7K - $29.3K
8.5K $479K
CWT
California Water Service Group

Utilities
2.03K
+ 13.29%
$44.32 - $47.59 $90.1K - $96.8K
17.3K $795K
MBLY
Mobileye Global Inc.
12.1K
+ 65.91%
$13.5 - $19.08 $163K - $230K
30.4K $429K
ABCL
Ab Cellera Biologics Inc.

Healthcare
6.73K
+ 16.41%
$3.49 - $5.15 $23.5K - $34.7K
47.7K $240K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
365
+ 2.19%
$59.11 - $67.35 $21.6K - $24.6K
17.1K $1.13M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
386
+ 1.25%
$19.14 - $25.0 $7.39K - $9.65K
31.2K $775K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
7.89K
+ 26.05%
$5.54 - $8.76 $43.7K - $69.2K
38.2K $288K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
6.6K
+ 59.48%
$9.2 - $11.93 $60.7K - $78.7K
17.7K $211K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
280
+ 2.18%
$34.37 - $40.61 $9.62K - $11.4K
13.1K $526K
LAD
Lithia Motors Inc

Consumer Cyclical
455
+ 22.33%
$284.47 - $356.6 $129K - $162K
2.49K $787K
IVT
Inven Trust Properties Corp.

Real Estate
1.97K
+ 5.59%
$26.7 - $30.06 $52.5K - $59.2K
37.2K $1.06M
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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