Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-38.2K
- 4.3%
$695.21 - $791.73 $26.5M - $30.2M
849K $624M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-404K
- 3.26%
$97.75 - $100.75 $39.5M - $40.7M
12M $1.2B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-237K
- 86.27%
$100.63 - $112.27 $23.8M - $26.6M
37.7K $4.17M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-524K
- 31.07%
$45.26 - $46.63 $23.7M - $24.4M
1.16M $53.7M
BSY
Bentley Systems Inc

Technology
-271K
- 23.68%
$51.48 - $58.72 $14M - $15.9M
875K $45M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-468K
- 8.63%
$54.85 - $58.99 $25.7M - $27.6M
4.96M $283M
ACN
Accenture PLC

Technology
-10.6K
- 4.02%
$232.56 - $304.78 $2.46M - $3.23M
253K $62.4M
MSTR
Microstrategy Inc

Technology
-23K
- 23.03%
$300.7 - $455.9 $6.91M - $10.5M
76.8K $24.7M
ADBE
Adobe Inc.

Technology
-24.6K
- 17.87%
$333.65 - $392.1 $8.22M - $9.66M
113K $39.9M
OKTA
Okta, Inc.

Technology
-126K
- 60.92%
$88.51 - $101.1 $11.2M - $12.8M
81K $7.43M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-112K
- 54.34%
$111.77 - $121.28 $12.6M - $13.6M
94.5K $11.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-16.9K
- 9.78%
$412.46 - $514.1 $6.99M - $8.71M
156K $76.6M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-925K
- 4.09%
$20.76 - $21.78 $19.2M - $20.2M
21.7M $468M
KO
Coca Cola CO

Consumer Defensive
-17.4K
- 0.89%
$65.67 - $71.67 $1.14M - $1.24M
1.94M $129M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-751K
- 2.8%
$48.5 - $50.19 $36.4M - $37.7M
26.1M $1.31B
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-285K
- 5.79%
$12.5 - $14.2 $3.56M - $4.05M
4.63M $57.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
-78.8K
- 5.22%
$26.07 - $32.55 $2.05M - $2.56M
1.43M $37.3M
FDL
First Tr Morningstar Dividend

ETFs
-197K
- 45.96%
$41.96 - $44.59 $8.25M - $8.76M
231K $10M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-40.7K
- 41.38%
$208.95 - $229.72 $8.5M - $9.35M
57.6K $13.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-321K
- 63.54%
N/A
184K $4.37M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-242K
- 58.67%
$31.92 - $33.66 $7.72M - $8.14M
170K $5.73M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-24.7K
- 6.8%
$38.58 - $58.24 $951K - $1.44M
338K $13.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-282K
- 64.5%
$25.09 - $25.19 $7.08M - $7.11M
155K $3.91M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-59.8K
- 4.16%
$117.65 - $120.08 $7.04M - $7.18M
1.38M $165M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-65.5K
- 88.07%
$89.59 - $104.45 $5.87M - $6.84M
8.88K $795K
VNQ
Vanguard Specialized Funds Van

ETFs
-417K
- 3.05%
$88.47 - $93.24 $36.9M - $38.9M
13.3M $1.21B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-56.2K
- 13.21%
$100.37 - $100.74 $5.65M - $5.67M
370K $37.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-111K
- 29.18%
$49.78 - $50.75 $5.53M - $5.64M
270K $13.7M
UPS
United Parcel Service Inc

Industrials
-11.4K
- 4.49%
$82.58 - $105.54 $943K - $1.21M
243K $20.3M
CI
Cigna Corp

Healthcare
-6.99K
- 8.91%
$262.23 - $334.39 $1.83M - $2.34M
71.4K $20.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-122K
- 44.79%
$47.75 - $54.24 $5.82M - $6.61M
150K $8.06M
TDG
Trans Digm Group Inc

Industrials
-2.09K
- 18.52%
$1271.04 - $1620.83 $2.65M - $3.38M
9.19K $12.1M
SBUX
Starbucks Corp

Consumer Cyclical
-15K
- 2.94%
$81.9 - $96.86 $1.22M - $1.45M
494K $41.8M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-13.4K
- 22.19%
$108.8 - $169.61 $1.45M - $2.27M
46.9K $5.1M
EXC
Exelon Corp

Utilities
-110K
- 31.34%
$42.73 - $45.54 $4.69M - $5M
241K $10.8M
CL
Colgate Palmolive CO

Consumer Defensive
-18K
- 6.68%
$79.36 - $93.33 $1.43M - $1.68M
251K $20.1M
MLPA
Global X Mlp ETF

ETFs
-17.9K
- 0.93%
$48.25 - $51.56 $863K - $922K
1.91M $92.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
-52.4K
- 61.44%
$60.3 - $77.46 $3.16M - $4.06M
32.9K $2.03M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-30.8K
- 6.93%
$60.9 - $70.75 $1.87M - $2.18M
413K $25.8M
ZTS
Zoetis Inc.

Healthcare
-20.6K
- 23.01%
$141.13 - $159.19 $2.9M - $3.28M
68.8K $10.1M
PAYX
Paychex Inc

Industrials
-8.61K
- 6.54%
$126.69 - $147.99 $1.09M - $1.27M
123K $15.6M
INDA
Ishares Msci India Index Fund

ETFs
-54.7K
- 33.72%
$51.98 - $55.84 $2.84M - $3.05M
107K $5.59M
TGT
Target Corp

Consumer Defensive
-6.22K
- 2.1%
$86.56 - $107.43 $538K - $668K
290K $26M
CTAS
Cintas Corp

Industrials
-4.77K
- 4.19%
$199.29 - $226.27 $950K - $1.08M
109K $22.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-30.2K
- 24.05%
$101.12 - $106.18 $3.06M - $3.21M
95.5K $9.84M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-141K
- 91.23%
$19.09 - $24.09 $2.7M - $3.41M
13.6K $289K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-29.7K
- 2.1%
$91.44 - $91.77 $2.72M - $2.73M
1.39M $127M
ORCC
Owl Rock Capital Corp

Financial Services
-197K
- 18.32%
N/A
879K $11.8M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-39.8K
- 57.56%
N/A
29.4K $1.9M
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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