Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KOMP
Spdr S&P Kensho New Economies

ETFs
231
+ 2.72%
$54.38 - $62.69 $12.6K - $14.5K
8.73K $543K
LPX
Louisiana Pacific Corp

Industrials
499
+ 3.86%
$83.39 - $102.75 $41.6K - $51.3K
13.4K $1.19M
WTM
White Mountains Insurance Group LTD

Financial Services
260
+ 9.15%
$1671.52 - $1869.81 $435K - $486K
3.1K $5.19M
INTR
Inter & Co, Inc.

Financial Services
280
+ 0.64%
$6.49 - $9.47 $1.82K - $2.65K
44K $405K
UTG
Reaves Utility Income Fund

Financial Services
57
+ 0.25%
$35.81 - $39.62 $2.04K - $2.26K
23.2K $917K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
1.19K
+ 23.59%
$36.33 - $46.04 $43.2K - $54.8K
6.23K $282K
IEX
Idex Corp

Industrials
1.44K
+ 11.91%
$157.53 - $185.69 $227K - $268K
13.6K $2.21M
AIRS
Airsculpt Technologies, Inc.

Healthcare
4.65K
+ 35.14%
$4.98 - $8.02 $23.1K - $37.3K
17.9K $143K
ISVL
Ishares Tr Intl Developed Smal
345
+ 1.73%
$41.88 - $45.27 $14.4K - $15.6K
20.3K $918K
BRSP
Bright Spire Capital, Inc.

Real Estate
14K
+ 129.62%
$4.91 - $5.94 $68.8K - $83.2K
24.8K $134K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
994
+ 14.0%
$30.8 - $36.87 $30.6K - $36.6K
8.09K $296K
GTLB
Gitlab Inc.

Technology
1.75K
+ 24.27%
$38.82 - $50.43 $67.9K - $88.2K
8.96K $403K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
4.3K
+ 9.91%
$13.62 - $14.27 $58.6K - $61.4K
47.7K $680K
RPV
Invesco Exchange Traded Fd Tr

ETFs
198
+ 1.9%
$90.97 - $99.42 $18K - $19.7K
10.6K $1.06M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.45K
+ 23.3%
$45.4 - $47.61 $65.6K - $68.8K
7.65K $363K
UNM
Unum Group

Financial Services
4.26K
+ 4.98%
$68.55 - $82.12 $292K - $350K
89.8K $6.99M
DWM
Wisdomtree Tr

ETFs
70
+ 0.26%
$62.79 - $66.96 $4.4K - $4.69K
27.4K $1.81M
CLDT
Chatham Lodging Trust

Real Estate
12.4K
+ 52.65%
$6.65 - $7.77 $82.2K - $96K
35.8K $240K
VKTX
Viking Therapeutics, Inc.

Healthcare
3.68K
+ 19.84%
$23.09 - $42.09 $85K - $155K
22.2K $568K
KRO
Kronos Worldwide Inc

Basic Materials
16.7K
+ 39.6%
$4.86 - $6.66 $80.9K - $111K
58.7K $337K
OBNK
Origin Bancorp, Inc.

Financial Services
2.36K
+ 3.95%
N/A
62.2K $2.01M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
1.76K
+ 25.86%
$37.73 - $38.9 $66.6K - $68.6K
8.59K $333K
IGE
Ishares Tr North Amern Nat Res

ETFs
813
+ 10.78%
$44.5 - $49.6 $36.2K - $40.3K
8.35K $409K
REPX
Riley Exploration Permian, Inc.

Energy
2.39K
+ 21.11%
$25.25 - $30.06 $60.3K - $71.8K
13.7K $371K
AX
Axos Financial, Inc.

Financial Services
446
+ 10.33%
$78.32 - $92.31 $34.9K - $41.2K
4.76K $403K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.25K
+ 24.12%
$39.37 - $44.24 $49.3K - $55.3K
6.44K $281K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
1.67K
+ 39.12%
$58.33 - $68.56 $97.3K - $114K
5.93K $346K
PGR
Progressive Corp

Financial Services
7.46K
+ 8.4%
$238.61 - $264.3 $1.78M - $1.97M
96.3K $23.8M
ETNB
89bio, Inc.

Healthcare
447
+ 3.21%
$8.02 - $14.96 $3.58K - $6.69K
14.4K $210K
WTTR
Select Energy Services, Inc.

Energy
952
+ 3.02%
$7.91 - $11.05 $7.53K - $10.5K
32.5K $346K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3.59K
+ 21.37%
$24.0 - $31.51 $86.1K - $113K
20.4K $550K
PSI
Invesco Exchange Traded Fd Tr

ETFs
191
+ 3.26%
$58.74 - $71.59 $11.2K - $13.7K
6.05K $425K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.22K
+ 7.27%
$22.36 - $22.52 $72K - $72.6K
47.5K $1.07M
PDN
Invesco Fd Tr

ETFs
294
+ 1.06%
$38.58 - $41.85 $11.3K - $12.3K
28K $1.15M
IBMO
Ishares Tr Ibonds December 202

ETFs
2.83K
+ 24.52%
$25.58 - $25.72 $72.5K - $72.9K
14.4K $369K
UYG
Proshares Ultra Financials

ETFs
593
+ 16.01%
$91.13 - $100.36 $54K - $59.5K
4.3K $426K
NAT
Nordic American Tankers LTD

Industrials
18.1K
+ 14.08%
N/A
147K $584K
USXF
Ishares Esg Advanced Msci Usa

Technology
307
+ 1.91%
$53.69 - $57.31 $16.5K - $17.6K
16.3K $936K
SGRY
Surgery Partners, Inc.

Healthcare
3.73K
+ 24.07%
$21.01 - $23.84 $78.3K - $88.9K
19.2K $415K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
1.13K
+ 6.66%
$12.61 - $16.59 $14.2K - $18.7K
18K $292K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
2.77K
+ 11.95%
N/A
26K $661K
IHE
Ishares Tr

ETFs
389
+ 6.35%
$65.74 - $72.56 $25.6K - $28.2K
6.52K $472K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.71K
+ 15.64%
$24.87 - $25.69 $67.3K - $69.6K
20K $510K
ACT
Enact Holdings, Inc.

Financial Services
1.18K
+ 5.45%
$34.39 - $39.23 $40.5K - $46.2K
22.8K $873K
URG
Ur Energy Inc

Energy
22K
+ 49.19%
$1.03 - $1.76 $22.6K - $38.6K
66.6K $116K
EVER
Ever Quote, Inc.

Communication Services
3.38K
+ 32.09%
$22.61 - $25.87 $76.4K - $87.4K
13.9K $324K
NGD
New Gold Inc.

Basic Materials
1.14K
+ 4.12%
$4.13 - $7.18 $4.69K - $8.16K
28.7K $206K
TSBK
Timberland Bancorp Inc

Financial Services
772
+ 3.21%
$30.97 - $36.62 $23.9K - $28.3K
24.8K $819K
MLKN
Millerknoll, Inc.

Consumer Cyclical
5.06K
+ 42.49%
$16.96 - $22.19 $85.7K - $112K
17K $300K
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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