Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
-14.1K
- 13.26%
$63.37 - $82.35 $893K - $1.16M
92.2K $6.08M
AMGN
Amgen Inc

Healthcare
-11.2K
- 5.23%
$271.18 - $309.22 $3.05M - $3.47M
204K $57.4M
BMI
Badger Meter Inc

Technology
-5.39K
- 23.58%
$172.32 - $245.81 $928K - $1.32M
17.5K $3.12M
DHR
Danaher Corp

Healthcare
-12.5K
- 8.59%
$181.46 - $212.2 $2.27M - $2.65M
133K $26.3M
ADP
Automatic Data Processing Inc

Industrials
-798
- 0.57%
$288.69 - $310.94 $230K - $248K
140K $41.1M
FLO
Flowers Foods Inc

Consumer Defensive
-9.77K
- 1.34%
$12.68 - $16.76 $124K - $164K
721K $9.4M
TECH
Bio Techne Corp

Healthcare
-47K
- 56.33%
$49.87 - $58.78 $2.34M - $2.76M
36.4K $2.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.89K
- 1.72%
$196.15 - $217.83 $371K - $411K
108K $21.7M
CNI
Canadian National Railway CO

Industrials
-14.1K
- 17.58%
$92.01 - $106.6 $1.3M - $1.5M
66.2K $6.24M
RELX
Relx PLC

Communication Services
-11.8K
- 5.48%
$45.13 - $54.19 $530K - $637K
203K $9.67M
GDDY
Go Daddy Inc.

Technology
-7.09K
- 33.6%
$133.35 - $178.59 $945K - $1.27M
14K $1.92M
GWW
W.W. Grainger, Inc.

Industrials
-567
- 4.09%
$932.44 - $1059.49 $529K - $601K
13.3K $12.7M
POWI
Power Integrations Inc

Technology
-22.1K
- 41.44%
$39.37 - $59.54 $872K - $1.32M
31.3K $1.26M
VRSK
Verisk Analytics, Inc.

Industrials
-932
- 3.77%
$242.3 - $312.95 $226K - $292K
23.8K $5.98M
SKYW
Skywest Inc

Industrials
-15.4K
- 22.62%
$100.62 - $123.72 $1.55M - $1.91M
52.7K $5.3M
BXP
Boston Properties Inc

Real Estate
-31.2K
- 34.27%
$62.11 - $78.93 $1.94M - $2.46M
59.8K $4.45M
TYL
Tyler Technologies Inc

Technology
-81
- 0.35%
$522.22 - $611.76 $42.3K - $49.6K
23.4K $12.2M
DXCM
Dexcom Inc

Healthcare
-1.88K
- 2.43%
$66.46 - $89.53 $125K - $168K
75.4K $5.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-26.8K
- 5.44%
$136.48 - $142.97 $3.65M - $3.82M
465K $65.2M
GEL
Genesis Energy LP

Energy
-200
- 0.01%
$15.75 - $17.48 $3.15K - $3.5K
3.11M $51.9M
MKC
Mccormick & CO Inc

Consumer Defensive
-11.9K
- 12.91%
$64.3 - $77.17 $762K - $915K
80K $5.35M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-21.1K
- 32.99%
$48.34 - $67.22 $1.02M - $1.42M
42.9K $2.11M
NRC
National Research Corp

Healthcare
-73.9K
- 50.13%
$12.5 - $17.01 $924K - $1.26M
73.5K $939K
AMP
Ameriprise Financial Inc

Financial Services
-617
- 2.16%
$486.13 - $544.55 $300K - $336K
27.9K $13.7M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-29.8K
- 36.15%
$49.32 - $50.93 $1.47M - $1.52M
52.7K $2.67M
OTIS
Otis Worldwide Corp

Industrials
-570
- 0.31%
$84.93 - $101.07 $48.4K - $57.6K
182K $16.6M
SPSC
Sps Commerce Inc

Technology
-8.11K
- 43.82%
$103.88 - $142.5 $843K - $1.16M
10.4K $1.08M
CWST
Casella Waste Systems Inc

Industrials
-6.39K
- 17.78%
$86.69 - $114.82 $554K - $734K
29.6K $2.81M
TWLO
Twilio Inc

Communication Services
-1.65K
- 3.4%
$92.44 - $132.7 $152K - $219K
46.9K $4.69M
ROP
Roper Technologies Inc

Industrials
-63
- 0.37%
$495.03 - $573.0 $31.2K - $36.1K
17K $8.47M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.46K
- 1.72%
$265.78 - $299.3 $388K - $436K
83.3K $22.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.79K
- 6.07%
$121.72 - $136.77 $705K - $792K
89.6K $11.1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-47.2K
- 4.93%
$25.39 - $25.57 $1.2M - $1.21M
909K $23.3M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-15.4K
- 16.22%
$25.5 - $35.2 $392K - $541K
79.4K $2.03M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-13.3K
- 8.01%
$82.38 - $83.0 $1.1M - $1.1M
153K $12.7M
SRLN
Ssga Active Trust

ETFs
-25.9K
- 4.36%
$41.28 - $41.65 $1.07M - $1.08M
569K $23.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-48.7K
- 13.1%
$22.64 - $23.22 $1.1M - $1.13M
323K $7.48M
WAT
Waters Corp

Healthcare
-1.93K
- 19.14%
$277.72 - $357.04 $535K - $688K
8.14K $2.44M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-45.4K
- 46.78%
$23.29 - $23.38 $1.06M - $1.06M
51.6K $1.21M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.24K
- 1.15%
$57.1 - $70.52 $70.9K - $87.6K
107K $6.37M
FXG
First Tr Exchange Traded First

ETFs
-16.5K
- 52.45%
$61.54 - $65.93 $1.01M - $1.09M
14.9K $935K
SBAC
Sba Communications Corp

Real Estate
-1.9K
- 12.06%
$191.35 - $239.35 $364K - $455K
13.9K $2.68M
NKE
Nike, Inc.

Consumer Cyclical
-2.2K
- 0.35%
$69.24 - $79.24 $152K - $174K
634K $44.2M
EEFT
Euronet Worldwide, Inc.

Technology
-7.88K
- 38.64%
$87.37 - $107.37 $689K - $846K
12.5K $1.1M
CRS
Carpenter Technology Corp

Industrials
-940
- 3.97%
$232.4 - $287.42 $218K - $270K
22.7K $5.58M
LUV
Southwest Airlines CO

Industrials
-22.7K
- 5.14%
$29.06 - $37.7 $661K - $858K
420K $13.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-20.4K
- 9.51%
$48.31 - $48.93 $986K - $999K
194K $9.49M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-19.4K
- 9.0%
$64.17 - $68.19 $1.25M - $1.32M
196K $13.4M
MBB
Ishares Tr

ETFs
-11.1K
- 7.86%
$92.46 - $95.73 $1.03M - $1.07M
131K $12.4M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email