Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STOK
Stoke Therapeutics, Inc.

Healthcare
-911
- 2.06%
$11.48 - $24.73 $10.5K - $22.5K
43.3K $1.02M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-293
- 0.27%
$63.74 - $69.18 $18.7K - $20.3K
110K $7.56M
HDV
Ishares Core High Dividend ETF

ETFs
-3.38K
- 1.86%
$118.16 - $123.66 $399K - $417K
179K $21.9M
VONE
Vanguard Russell 1000 ETF

ETFs
-40
- 0.15%
$280.68 - $303.97 $11.2K - $12.2K
26.1K $7.88M
EL
Estee Lauder Companies Inc

Consumer Defensive
-250
- 0.32%
$83.65 - $95.26 $20.9K - $23.8K
78.5K $6.92M
BLD
Top Build Corp

Industrials
-52
- 0.6%
$343.19 - $443.31 $17.8K - $23.1K
8.63K $3.37M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-833
- 0.55%
$60.01 - $65.01 $50K - $54.2K
151K $9.84M
IWS
Ishares Russell Midcap Value E

ETFs
-2.73K
- 2.17%
$132.83 - $140.61 $362K - $384K
123K $17.2M
PSN
Parsons Corp

Industrials
-1.8K
- 2.72%
$72.77 - $82.92 $131K - $150K
64.5K $5.35M
DFAX
Dimensional ETF Tr
-6.34K
- 1.58%
$29.25 - $31.56 $185K - $200K
394K $12.4M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-393
- 0.11%
$45.41 - $48.26 $17.8K - $19K
350K $16.7M
FUTU
Futu Holdings LTD

Financial Services
-40
- 0.3%
$120.32 - $194.74 $4.81K - $7.79K
13.4K $2.33M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.38K
- 1.26%
$91.28 - $97.59 $217K - $232K
187K $17.9M
HSY
Hershey CO

Consumer Defensive
-5.43K
- 6.61%
$161.95 - $193.45 $879K - $1.05M
76.7K $14.3M
SSRM
Ssr Mining Inc.

Basic Materials
-14.9K
- 16.03%
$11.8 - $24.58 $176K - $367K
78.1K $1.91M
CIFR
Cipher Mining Inc.

Financial Services
-9.89K
- 8.59%
$4.72 - $14.15 $46.7K - $140K
105K $1.33M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.21K
- 0.62%
$30.76 - $33.01 $98.6K - $106K
517K $17M
NU
Nu Holdings Ltd.

Financial Services
-45.4K
- 6.76%
$11.92 - $16.3 $541K - $740K
626K $10M
TQQQ
Proshares Ultrapro Qqq

ETFs
-6.09K
- 8.58%
$80.89 - $104.72 $493K - $638K
64.9K $6.71M
MKSI
Mks Instruments Inc

Technology
-1.59K
- 3.56%
$89.62 - $129.92 $143K - $207K
43.1K $5.33M
UI
Ubiquiti Inc.

Technology
-290
- 6.65%
$388.83 - $660.58 $113K - $192K
4.07K $2.69M
WEC
Wec Energy Group, Inc.

Utilities
-3.79K
- 2.95%
$103.66 - $114.59 $393K - $434K
124K $14.3M
BNL
Broadstone Net Lease, Inc.

Real Estate
-2.42K
- 0.44%
$15.75 - $18.78 $38.1K - $45.5K
542K $9.69M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.14K
- 1.4%
$122.57 - $132.57 $385K - $416K
222K $28.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-258
- 0.34%
$148.97 - $165.88 $38.4K - $42.8K
74.8K $12.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.68K
- 0.75%
$84.28 - $89.46 $142K - $151K
223K $19.8M
CVS
Cvs Health Corp

Healthcare
-2.22K
- 1.18%
$58.75 - $76.5 $130K - $170K
186K $14M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.44K
- 0.57%
$108.77 - $115.6 $157K - $166K
250K $28.3M
IWC
Russell Micro Cap ETF

ETFs
-639
- 1.16%
$127.86 - $151.39 $81.7K - $96.7K
54.4K $8.11M
ADNT
Adient PLC

Consumer Cyclical
-2.25K
- 0.88%
$21.04 - $25.56 $47.3K - $57.5K
252K $6.07M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.09K
- 1.76%
$64.12 - $68.08 $454K - $482K
396K $26.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-27.8K
- 4.0%
$73.24 - $79.04 $2.04M - $2.2M
667K $52.7M
IONS
Ionis Pharmaceuticals Inc

Healthcare
-1.82K
- 3.41%
$39.94 - $65.42 $72.5K - $119K
51.5K $3.37M
PI
Impinj Inc

Technology
-1.29K
- 5.79%
$111.65 - $200.78 $144K - $259K
21K $3.8M
MSI
Motorola Solutions, Inc.

Technology
-29
- 0.07%
$408.73 - $490.3 $11.9K - $14.2K
40.5K $18.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.35K
- 0.89%
$98.99 - $112.2 $133K - $151K
150K $16.6M
IFRA
Ishares Tr

ETFs
-481
- 0.11%
$49.77 - $52.82 $23.9K - $25.4K
442K $23.3M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-34.3K
- 2.38%
$31.31 - $34.54 $1.07M - $1.18M
1.4M $47.3M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-888
- 0.49%
$115.96 - $125.95 $103K - $112K
182K $22.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-16.1K
- 2.98%
$192.76 - $203.86 $3.1M - $3.28M
524K $107M
FLV
American Centy ETF Tr Focused

ETFs
-5.03K
- 0.93%
$70.26 - $74.84 $354K - $377K
538K $39.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-26.8K
- 3.26%
$62.54 - $68.42 $1.68M - $1.83M
795K $53.7M
U
Unity Software Inc.

Technology
-1.95K
- 1.63%
$24.01 - $46.53 $46.8K - $90.6K
117K $4.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-15.7K
- 3.48%
$164.63 - $174.58 $2.59M - $2.74M
436K $76M
QS
Quantum Scape Corp

Consumer Cyclical
-354
- 0.1%
$6.36 - $14.64 $2.25K - $5.18K
354K $4.36M
AVUS
American Centy ETF Tr Avantis

ETFs
-59.5K
- 5.52%
$101.2 - $109.16 $6.02M - $6.5M
1.02M $111M
CDNS
Cadence Design Systems Inc

Technology
-3.61K
- 4.71%
$309.46 - $373.37 $1.12M - $1.35M
72.9K $25.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
-4
- 2.01%
$692600.0 - $759798.0 $2.77M - $3.04M
195 $147M
TDIV
First Trust Nasdaq Technology

ETFs
-2.58K
- 0.93%
$89.27 - $100.33 $230K - $258K
276K $27.2M
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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