Creative Planning New Holdings in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
13.5K
New
$28.52 - $30.48 $386K - $413K
13.5K $398K
NGS
Natural Gas Services Group Inc

Energy
14.3K
New
$23.29 - $28.78 $332K - $410K
14.3K $398K
FAS
Direxion Daily Financial Bull

ETFs
2.23K
New
$156.89 - $180.73 $350K - $404K
2.23K $397K
STC
Stewart Information Services Corp

Financial Services
5.26K
New
$56.87 - $76.58 $299K - $403K
5.26K $385K
TCBX
Third Coast Bancshares, Inc.

Financial Services
9.99K
New
$33.06 - $41.0 $330K - $410K
9.99K $379K
UE
Urban Edge Properties

Real Estate
18.3K
New
$18.54 - $21.21 $340K - $389K
18.3K $375K
HQH
Tekla Healthcare Investors

Financial Services
20.3K
New
$15.58 - $18.46 $316K - $374K
20.3K $374K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
8.51K
New
$41.19 - $43.7 $351K - $372K
8.51K $363K
IBEX
Ibex LTD

Technology
8.84K
New
$27.75 - $42.0 $245K - $371K
8.84K $358K
SPOK
Spok Holdings, Inc

Healthcare
20.8K
New
$17.03 - $18.76 $354K - $390K
20.8K $358K
AIN
Albany International Corp

Consumer Cyclical
6.71K
New
$52.8 - $72.53 $354K - $487K
6.71K $357K
ZIMV
Zim Vie Inc.

Healthcare
18.7K
New
$8.44 - $18.97 $157K - $354K
18.7K $353K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.7K
New
$69.02 - $73.57 $325K - $346K
4.7K $345K
IDT
Idt Corp

Communication Services
6.41K
New
$52.31 - $69.88 $336K - $448K
6.41K $335K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
12.1K
New
$25.83 - $30.45 $314K - $370K
12.1K $335K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
12.5K
New
$24.04 - $27.04 $301K - $339K
12.5K $332K
OPRX
Optimize Rx Corp

Healthcare
16.2K
New
$12.48 - $20.51 $202K - $331K
16.2K $331K
ROCK
Gibraltar Industries, Inc.

Industrials
5.23K
New
$58.09 - $66.74 $304K - $349K
5.23K $328K
CENX
Century Aluminum CO

Basic Materials
11.2K
New
$18.1 - $29.4 $202K - $328K
11.2K $327K
TRMK
Trustmark Corp

Financial Services
8.15K
New
$36.46 - $41.06 $297K - $335K
8.15K $322K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
37.7K
New
$3.95 - $8.44 $149K - $318K
37.7K $317K
IRMD
Iradimed Corp

Healthcare
4.42K
New
$56.19 - $74.27 $248K - $328K
4.42K $314K
CPRI
Capri Holdings LTD

Consumer Cyclical
15.7K
New
$16.99 - $22.03 $267K - $346K
15.7K $313K
CRCT
Cricut, Inc.

Technology
49.8K
New
$4.64 - $7.21 $231K - $359K
49.8K $313K
QUBT
Quantum Computing Inc.

Technology
17K
New
$14.33 - $23.27 $244K - $396K
17K $313K
CCSI
Consensus Cloud Solutions, Inc.

Technology
10.6K
New
$19.66 - $29.46 $209K - $312K
10.6K $311K
HCKT
Hackett Group, Inc.

Technology
16.2K
New
$19.01 - $25.92 $309K - $421K
16.2K $308K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
26.3K
New
$10.78 - $11.84 $283K - $311K
26.3K $306K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
57.7K
New
$5.21 - $5.57 $301K - $321K
57.7K $304K
ATLC
Atlanticus Holdings Corp

Financial Services
5.18K
New
$48.02 - $76.15 $249K - $394K
5.18K $303K
UFCS
United Fire Group Inc

Financial Services
9.98K
New
$26.11 - $32.5 $260K - $324K
9.98K $303K
BOH
Bank Of Hawaii Corp

Financial Services
4.6K
New
$61.35 - $71.13 $282K - $327K
4.6K $302K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
15.5K
New
$18.58 - $19.75 $289K - $307K
15.5K $297K
TNGX
Tango Therapeutics, Inc.

Healthcare
35.2K
New
$4.96 - $8.53 $175K - $301K
35.2K $296K
INDB
Independent Bank Corp

Financial Services
4.22K
New
$62.06 - $72.84 $262K - $307K
4.22K $291K
CBL
Cbl & Associates Properties Inc

Real Estate
9.52K
New
$25.55 - $32.5 $243K - $309K
9.52K $291K
VCYT
Veracyte, Inc.

Healthcare
8.45K
New
$23.03 - $34.33 $195K - $290K
8.45K $290K
CNXN
Pc Connection Inc

Technology
4.69K
New
$58.97 - $67.71 $277K - $318K
4.69K $290K
HYD
Vaneck High Yield Muni ETF

ETFs
5.66K
New
$48.85 - $50.94 $276K - $288K
5.66K $287K
KYMR
Kymera Therapeutics, Inc.

Healthcare
5.03K
New
$37.68 - $58.5 $189K - $294K
5.03K $284K
HCSG
Healthcare Services Group Inc

Healthcare
16.9K
New
$12.69 - $16.83 $214K - $284K
16.9K $283K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5.31K
New
$51.82 - $60.27 $275K - $320K
5.31K $278K
FBP
First Bancorp

Financial Services
12.6K
New
$20.32 - $22.49 $256K - $283K
12.6K $277K
QURE
Uni Qure N.V.

Healthcare
4.74K
New
$13.28 - $59.4 $62.9K - $281K
4.74K $276K
VVI
Viad Corp

Industrials
6.74K
New
N/A
6.74K $276K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.67K
New
$68.95 - $75.02 $253K - $275K
3.67K $274K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
6.12K
New
$44.3 - $49.24 $271K - $301K
6.12K $274K
ENOV
Enovis Corp

Industrials
9.02K
New
$25.74 - $35.94 $232K - $324K
9.02K $273K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
3.72K
New
$72.15 - $75.72 $268K - $281K
3.72K $272K
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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