Creative Planning New Holdings in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AIA
Ishares S&P Asia 50 ETF

ETFs
55.1K
New
$80.33 - $94.6 $4.43M - $5.22M
55.1K $5.22M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
116K
New
$29.97 - $32.38 $3.48M - $3.76M
116K $3.7M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
126K
New
$26.52 - $27.64 $3.34M - $3.49M
126K $3.49M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
11.1K
New
$190.8 - $204.83 $2.11M - $2.27M
11.1K $2.26M
APAM
Artisan Partners Asset Management Inc.

Financial Services
37.8K
New
$43.4 - $48.34 $1.64M - $1.83M
37.8K $1.64M
CVBF
Cvb Financial Corp

Financial Services
80.1K
New
$18.37 - $21.19 $1.47M - $1.7M
80.1K $1.51M
LFST
Life Stance Health Group, Inc.

Healthcare
260K
New
$3.79 - $5.63 $985K - $1.46M
260K $1.43M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
59.3K
New
$23.53 - $23.75 $1.4M - $1.41M
59.3K $1.4M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
22.5K
New
$53.42 - $57.07 $1.2M - $1.28M
22.5K $1.28M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
45.8K
New
$26.92 - $28.6 $1.23M - $1.31M
45.8K $1.28M
ATEX
Anterix Inc.

Communication Services
43.7K
New
$20.96 - $25.23 $916K - $1.1M
43.7K $938K
DJCO
Daily Journal Corp

Technology
1.84K
New
$384.75 - $490.61 $708K - $903K
1.84K $855K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
31.7K
New
$23.08 - $27.63 $732K - $877K
31.7K $844K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
11.7K
New
$65.91 - $70.63 $774K - $830K
11.7K $823K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
41.9K
New
$18.93 - $19.47 $793K - $815K
41.9K $809K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
9.39K
New
$81.61 - $86.58 $766K - $813K
9.39K $801K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
37.1K
New
$11.93 - $21.97 $442K - $815K
37.1K $714K
IAUM
I Shares Gold Trust Micro

ETFs
18.2K
New
$32.6 - $38.5 $592K - $699K
18.2K $699K
LZB
La Z Boy Inc

Consumer Cyclical
20K
New
$33.69 - $40.03 $673K - $799K
20K $685K
CDC
Victory Portfolios Ii Shs Inco

ETFs
9.92K
New
$64.0 - $66.91 $635K - $664K
9.92K $662K
MCY
Mercury General Corp

Financial Services
7.76K
New
$65.82 - $84.78 $511K - $658K
7.76K $657K
SFNC
Simmons First National Corp

Financial Services
32.4K
New
$18.71 - $21.16 $607K - $686K
32.4K $621K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
64.1K
New
$7.71 - $9.68 $494K - $621K
64.1K $606K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
10.4K
New
$46.93 - $58.5 $489K - $610K
10.4K $575K
SCSC
Scansource, Inc.

Technology
13K
New
$37.78 - $45.4 $490K - $589K
13K $570K
FDUS
Fidus Investment Corp

Financial Services
28K
New
$20.18 - $21.99 $566K - $617K
28K $568K
GPOR
Gulfport Energy Corp

Energy
3.07K
New
$163.8 - $190.92 $504K - $587K
3.07K $556K
TR
Tootsie Roll Industries Inc

Consumer Defensive
12.8K
New
$34.05 - $41.92 $435K - $535K
12.8K $535K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
13.2K
New
$30.3 - $40.15 $400K - $530K
13.2K $530K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
12.3K
New
$40.38 - $43.07 $495K - $528K
12.3K $527K
NEWT
Newtek Business Services Corp.

Financial Services
45K
New
$11.16 - $12.53 $503K - $564K
45K $515K
PENN
Penn National Gaming Inc

Consumer Cyclical
26.2K
New
$16.8 - $20.47 $441K - $537K
26.2K $505K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
15.2K
New
$31.86 - $39.7 $483K - $602K
15.2K $503K
IBMP
Ishares Tr Ibonds December 202

ETFs
19.6K
New
$25.3 - $25.56 $497K - $502K
19.6K $500K
ABCB
Ameris Bancorp

Financial Services
6.75K
New
$65.68 - $76.41 $443K - $516K
6.75K $494K
CENT
Central Garden & Pet CO

Consumer Defensive
15.1K
New
$32.65 - $41.07 $494K - $622K
15.1K $494K
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.9K
New
$41.29 - $44.71 $451K - $488K
10.9K $480K
YOU
Clear Secure, Inc.

Technology
14.4K
New
$27.98 - $38.03 $402K - $547K
14.4K $479K
VRE
Veris Residential, Inc.

Real Estate
31.5K
New
$13.74 - $16.23 $432K - $511K
31.5K $478K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
11.4K
New
$37.04 - $40.86 $421K - $464K
11.4K $462K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
14.8K
New
$26.52 - $31.32 $394K - $465K
14.8K $460K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.6K
New
$25.37 - $25.79 $447K - $455K
17.6K $452K
WLDN
Willdan Group, Inc.

Industrials
4.6K
New
$63.73 - $120.35 $293K - $553K
4.6K $444K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
13.2K
New
$31.78 - $33.69 $419K - $444K
13.2K $436K
FFIC
Flushing Financial Corp

Financial Services
30.9K
New
$11.8 - $14.39 $365K - $445K
30.9K $427K
HAYW
Hayward Holdings, Inc.

Industrials
27.9K
New
$14.12 - $16.56 $394K - $462K
27.9K $421K
CVGW
Calavo Growers Inc

Consumer Defensive
16K
New
$25.74 - $27.84 $412K - $446K
16K $412K
FRPT
Freshpet, Inc.

Consumer Defensive
7.39K
New
$49.25 - $74.51 $364K - $550K
7.39K $407K
CDNA
Care Dx, Inc.

Healthcare
28K
New
$11.57 - $20.63 $324K - $577K
28K $406K
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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