Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HQY
Healthequity, Inc.

Healthcare
1.35K
+ 2.75%
$87.42 - $103.12 $118K - $139K
50.4K $4.78M
ALGN
Align Technology Inc

Healthcare
4.05K
+ 29.7%
$124.88 - $207.19 $506K - $839K
17.7K $2.21M
CHKP
Check Point Software Technologies LTD

Technology
10
+ 0.04%
$180.73 - $231.23 $1.81K - $2.31K
27.5K $5.69M
LBRDK
Liberty Broadband Corp

Communication Services
197
+ 1.62%
$58.3 - $100.8 $11.5K - $19.9K
12.4K $787K
OPCH
Option Care Health, Inc.

Healthcare
1.58K
+ 1.51%
$26.82 - $31.95 $42.2K - $50.3K
106K $2.94M
SHAK
Shake Shack Inc.

Consumer Cyclical
3.03K
+ 19.38%
$92.4 - $142.03 $280K - $430K
18.7K $1.75M
UL
Unilever PLC

Consumer Defensive
7.11K
+ 1.53%
$58.43 - $65.01 $415K - $462K
470K $27.9M
LNTH
Lantheus Holdings, Inc.

Healthcare
4.7K
+ 20.4%
$50.11 - $83.83 $235K - $394K
27.7K $1.42M
PPG
Ppg Industries Inc

Basic Materials
1.78K
+ 2.33%
$103.65 - $119.07 $184K - $211K
78.1K $8.21M
MCHP
Microchip Technology Inc

Technology
8.12K
+ 4.92%
$60.95 - $75.26 $495K - $611K
173K $11.1M
HDB
Hdfc Bank LTD

Financial Services
65.4K
+ 98.46%
$34.14 - $78.94 $2.23M - $5.16M
132K $4.5M
HRL
Hormel Foods Corp

Consumer Defensive
5.51K
+ 3.66%
$24.31 - $31.54 $134K - $174K
156K $3.86M
CAH
Cardinal Health Inc

Healthcare
546
+ 0.73%
$146.04 - $167.63 $79.7K - $91.5K
75.8K $11.9M
MELI
Mercadolibre Inc

Consumer Cyclical
174
+ 3.82%
$2292.04 - $2514.05 $399K - $437K
4.73K $11.1M
EAT
Brinker International, Inc

Consumer Cyclical
2.37K
+ 9.26%
$126.68 - $184.02 $300K - $436K
28K $3.54M
FICO
Fair Isaac Corp

Technology
224
+ 4.76%
$1311.26 - $1869.83 $294K - $419K
4.93K $7.38M
SYK
Stryker Corp

Healthcare
2.79K
+ 3.2%
$368.57 - $403.53 $1.03M - $1.12M
89.9K $33.2M
CMCSA
Comcast Corp

Communication Services
124K
+ 10.17%
$31.41 - $36.33 $3.9M - $4.51M
1.34M $42.2M
DIS
Walt Disney CO

Communication Services
41.2K
+ 6.49%
$112.25 - $124.0 $4.63M - $5.11M
676K $77.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
13.5K
+ 4.36%
$65.64 - $78.22 $883K - $1.05M
322K $21.6M
TT
Trane Technologies PLC

Industrials
151
+ 0.16%
$398.96 - $472.54 $60.2K - $71.4K
92.5K $39M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7.69K
+ 8.82%
$366.54 - $479.53 $2.82M - $3.69M
94.9K $37.2M
CHTR
Charter Communications, Inc.

Communication Services
599
+ 4.39%
$256.57 - $418.22 $154K - $251K
14.2K $3.91M
OKE
Oneok Inc

Energy
7.61K
+ 2.82%
$71.36 - $83.47 $543K - $635K
277K $20.2M
SPGI
S&P Global Inc.

Financial Services
3.32K
+ 3.8%
$484.94 - $564.15 $1.61M - $1.87M
90.7K $44.1M
RS
Reliance Steel & Aluminum CO

Basic Materials
885
+ 1.3%
$277.33 - $343.66 $245K - $304K
68.7K $19.3M
NFLX
Netflix Inc

Communication Services
13.1K
+ 9.94%
$1147.87 - $1297.18 $15.1M - $17.1M
145K $174M
TTD
Trade Desk, Inc.

Technology
2.39K
+ 1.59%
$43.93 - $89.76 $105K - $215K
153K $7.52M
INTU
Intuit Inc

Technology
4.94K
+ 7.62%
$646.03 - $807.39 $3.19M - $3.99M
69.8K $47.7M
DOV
Dover Corp

Industrials
1.13K
+ 0.46%
$165.59 - $190.9 $187K - $216K
247K $41.1M
DE
Deere & CO

Industrials
1.57K
+ 1.69%
$457.26 - $524.37 $719K - $825K
94.8K $43.3M
SAP
Sap Se

Technology
1.38K
+ 1.09%
$252.42 - $311.93 $348K - $430K
128K $34.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.15K
+ 0.05%
$46.51 - $50.07 $53.5K - $57.6K
2.26M $106M
NVO
Novo Nordisk A S

Healthcare
511
+ 0.14%
$45.38 - $71.7 $23.2K - $36.6K
373K $20.7M
PM
Philip Morris International Inc.

Consumer Defensive
7.9K
+ 1.69%
$157.77 - $183.27 $1.25M - $1.45M
476K $77.3M
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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