Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Diversified Energy Company P
173
+ 0.99%
N/A
17.7K $0
Safehold Inc
12.7K
+ 85.32%
N/A
27.5K $0
Solventum Corp
1.72K
+ 6.87%
N/A
26.7K $0
Hamilton Insurance Group LTD
3.03K
+ 27.96%
N/A
13.9K $0
HEIA
Heico Crp Cl A
801
+ 5.74%
N/A
14.8K $0
Dimensional ETF Trust
451
+ 8.74%
N/A
5.61K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1
+ 0.01%
N/A
9.63K $0
Vanguard Malvern Fds
7
+ 0.19%
N/A
3.63K $0
Flagstar Financial Inc
55K
+ 95.79%
N/A
112K $0
CRH.L
Crh PLC

Basic Materials
9.33K
+ 24.47%
N/A
47.5K $0
Rocket Lab Corp
11.7K
+ 5.5%
N/A
225K $0
Newsmax Inc
519
+ 1.34%
N/A
39.1K $0
Siriusxm Holdings Inc
9.75K
+ 10.07%
N/A
107K $0
Aim ETF Products Trust
8.53K
+ 74.99%
N/A
19.9K $0
Sila Realty Trust Inc
2.26K
+ 12.35%
N/A
20.6K $0
Direxion Shs ETF Tr
163
+ 3.44%
N/A
4.9K $0
Global X Fds
657
+ 15.65%
N/A
4.86K $0
UHALB
Amerco Com Ser N
396
+ 4.06%
N/A
10.2K $0
Himalaya Shipping LTD
133K
+ 706.43%
N/A
151K $0
Biohaven LTD
5.14K
+ 46.85%
N/A
16.1K $0
Blackrock Inc
710
+ 2.89%
N/A
25.3K $0
Ishares Tr
1.28K
+ 10.21%
N/A
13.9K $0
Ferguson Enterprises Inc
7.07K
+ 29.72%
N/A
30.8K $0
Rb Global Inc
6.37K
+ 16.76%
N/A
44.4K $0
Capital Group Core Balanced
5.69K
+ 87.12%
N/A
12.2K $0
Genelux Corporation
2.08K
+ 4.73%
N/A
46.1K $0
Healthcare Rlty Tr
51.1K
+ 42.53%
N/A
171K $0
Intuitive Machines Inc
4.06K
+ 13.34%
N/A
34.5K $0
Tidal Trust I
58
+ 3.04%
N/A
1.97K $0
J P Morgan Exchange Traded F
513
+ 12.88%
N/A
4.5K $0
American Battery Technology
6.49K
+ 34.24%
N/A
25.5K $0
Tortoise Capital Series Trus
87
+ 0.58%
N/A
15.2K $0
Ge Vernova Inc
7.94K
+ 11.31%
N/A
78.2K $0
Asp Isotopes Inc
144K
+ 83.34%
N/A
317K $0
Tempus Ai Inc
851
+ 10.24%
N/A
9.16K $0
Ishares Tr
1.42K
+ 9.06%
N/A
17.1K $0
Ishares Tr
1.28K
+ 9.03%
N/A
15.5K $0
Atlas Energy Solutions Inc
1.89K
+ 15.77%
N/A
13.9K $0
Howard Hughes Holdings Inc
2.8K
+ 24.51%
N/A
14.2K $0
Praxis Precision Medicines I
165
+ 2.54%
N/A
6.66K $0
Solid Biosciences Inc
4.51K
+ 38.25%
N/A
16.3K $0
Ea Series Trust
67
+ 0.75%
N/A
8.95K $0
Ponce Financial Group Inc
402
+ 2.99%
N/A
13.8K $0
Tko Group Holdings Inc
1.71K
+ 13.92%
N/A
14K $0
Core Natural Resources Inc
11.4K
+ 82.58%
N/A
25.3K $0
Podcastone Inc
6.56K
+ 32.59%
N/A
26.7K $0
Grayscale Bitcoin Mini Tr Et
3.42K
+ 9.42%
N/A
39.8K $0
Dimensional ETF Trust
8.92K
+ 16.75%
N/A
62.2K $0
Brookfield Corp
36.5K
+ 7.49%
N/A
524K $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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