Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20.9K
+ 37.55%
N/A
76.7K $0
Kodiak Gas Svcs Inc
1.57K
+ 7.4%
N/A
22.8K $0
Ge Healthcare Technologies I
12.7K
+ 17.81%
N/A
83.7K $0
Jbs N.V.
31.1K
+ 42.18%
N/A
105K $0
Worthington Stl Inc
3.75K
+ 25.3%
N/A
18.6K $0
Npk International Inc
2.21K
+ 6.96%
N/A
33.9K $0
OXYWS
Occidental Pete Corp Wt Exp 08
163
+ 0.79%
N/A
20.9K $0
Bowhead Specialty Hldgs Inc
15.8K
+ 263.79%
N/A
21.8K $0
Phinia Inc
8.65K
+ 138.32%
N/A
14.9K $0
J P Morgan Exchange Traded F
26.2K
+ 153.63%
N/A
43.2K $0
Aptiv PLC
12.7K
+ 59.56%
N/A
33.9K $0
Ncr Atleos Corporation
4.15K
+ 12.93%
N/A
36.2K $0
Fidelity Ethereum Fd
12.9K
+ 109.64%
N/A
24.7K $0
Ul Solutions Inc
343
+ 12.01%
N/A
3.2K $0
Liberty Media Corp Del
8.8K
+ 27.14%
N/A
41.2K $0
Waystar Hldg Corp
10.2K
+ 70.89%
N/A
24.6K $0
Brookfield Infrastructure CO
555
+ 2.01%
N/A
28.1K $0
Arista Networks Inc
10.5K
+ 1.21%
N/A
877K $0
Everus Constr Group
719
+ 0.97%
N/A
74.7K $0
T Rowe Price ETF Inc
349
+ 1.41%
N/A
25K $0
Soleno Therapeutics Inc
855
+ 21.22%
N/A
4.89K $0
Lineage Inc
12K
+ 92.78%
N/A
25K $0
Tourmaline Bio Inc
695
+ 5.52%
N/A
13.3K $0
STEL
Stellar Bancorp Inc
15.9K
+ 41.62%
N/A
54.2K $0
Madison Square Garden Entmt
4.09K
+ 32.1%
N/A
16.8K $0
Hive Digital Technologies Lt
1.25K
+ 8.18%
N/A
16.5K $0
Sharkninja Inc
1.88K
+ 86.69%
N/A
4.05K $0
DRS
Leonardo Drs, Inc.
5.15K
+ 22.02%
N/A
28.5K $0
Vitesse Energy Inc
1.24K
+ 7.83%
N/A
17.1K $0
J P Morgan Exchange Traded F
2K
+ 33.24%
N/A
8.02K $0
Atmus Filtration Technologie
4.01K
+ 60.0%
N/A
10.7K $0
Perimeter Solutions Inc
5.96K
+ 16.53%
N/A
42K $0
Lazard Inc
6.28K
+ 43.82%
N/A
20.6K $0
CLMB
Climb Global Solutions Inc Com
16
+ 0.77%
N/A
2.09K $0
Bunge Global Sa
1.58K
+ 13.85%
N/A
13K $0
Flutter Entmt PLC
425
+ 41.02%
N/A
1.46K $0
Orrstown Finl Svcs Inc
5.21K
+ 45.41%
N/A
16.7K $0
Forward Air Corp
402
+ 2.23%
N/A
18.4K $0
Fortrea Hldgs Inc
26.2K
+ 51.94%
N/A
76.7K $0
Noble Corp PLC
14.8K
+ 11.36%
N/A
145K $0
Ishares Bitcoin Trust ETF
53.1K
+ 12.54%
N/A
477K $0
South Plains Financial Inc
2.62K
+ 13.43%
N/A
22.1K $0
Lifezone Metals Limited
284K
+ 260.67%
N/A
393K $0
Mac Copper Limited
4.18K
+ 15.0%
N/A
32.1K $0
Tevogen Bio Hldgs Inc
57
+ 0.11%
N/A
50.1K $0
Ishares Tr
48
+ 0.29%
N/A
16.6K $0
Blackrock ETF Trust Ii
4.58K
+ 16.68%
N/A
32K $0
Bgc Group Inc
40.9K
+ 146.44%
N/A
68.9K $0
Tidal Trust Ii
38.4K
+ 357.54%
N/A
49.2K $0
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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