Creative Planning New Holdings in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.79K
New
$52.31 - $56.47 $250K - $270K
4.79K $270K
AGYS
Agilysys Inc

Technology
2.57K
New
$103.28 - $119.39 $265K - $307K
2.57K $270K
FDRR
Fidelity Covington Tr Divid Et

ETFs
4.6K
New
$54.44 - $58.63 $250K - $270K
4.6K $269K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
38.8K
New
$3.57 - $7.16 $138K - $278K
38.8K $266K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
9.79K
New
$17.7 - $27.7 $173K - $271K
9.79K $265K
RMR
Rmr Group Inc.

Real Estate
16.9K
New
$15.46 - $17.72 $261K - $299K
16.9K $265K
RNGR
Ranger Energy Services, Inc.

Energy
18.5K
New
$11.28 - $14.72 $208K - $272K
18.5K $262K
ALEX
Alexander & Baldwin, Inc.

Real Estate
14.4K
New
$17.48 - $19.44 $252K - $280K
14.4K $261K
CWENA
Clearway Energy Inc Cl A
7.58K
New
N/A
7.58K $261K
BILL
Bill.Com Holdings, Inc.

Technology
4.92K
New
$39.02 - $54.53 $192K - $268K
4.92K $260K
ILPT
Industrial Logistics Properties Trust

Real Estate
44K
New
$4.53 - $6.45 $199K - $284K
44K $256K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
5.1K
New
$50.05 - $50.36 $255K - $257K
5.1K $255K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7K
New
$33.78 - $36.74 $236K - $257K
7K $254K
EURN
Euronav Nv

Energy
16.3K
New
N/A
16.3K $253K
UTI
Universal Technical Institute Inc

Consumer Defensive
7.81K
New
$25.5 - $33.42 $199K - $261K
7.81K $252K
CMCL
Caledonia Mining Corp PLC

Basic Materials
7.02K
New
$19.3 - $36.6 $135K - $257K
7.02K $252K
ASC
Ardmore Shipping Corp

Industrials
21K
New
$9.72 - $13.29 $204K - $279K
21K $252K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2.99K
New
$60.44 - $84.2 $180K - $251K
2.99K $251K
NFRA
Flexshares Stoxx Global Broad

ETFs
3.98K
New
$60.61 - $63.45 $241K - $252K
3.98K $250K
URTH
Ishares Msci World ETF

ETFs
1.37K
New
$168.96 - $181.71 $232K - $249K
1.37K $249K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
5.93K
New
$38.85 - $41.97 $230K - $249K
5.93K $248K
ANDE
Andersons, Inc.

Consumer Defensive
6.18K
New
$34.63 - $41.49 $214K - $257K
6.18K $246K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5K
New
$48.72 - $50.73 $243K - $253K
5K $246K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
3.65K
New
$49.36 - $75.85 $180K - $277K
3.65K $246K
LE
Lands' End, Inc.

Consumer Cyclical
18.5K
New
N/A
18.5K $245K
CVI
Cvr Energy Inc

Energy
6.72K
New
$24.93 - $36.82 $167K - $247K
6.72K $245K
PLPC
Preformed Line Products CO

Industrials
1.25K
New
$140.59 - $206.33 $175K - $257K
1.25K $244K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
3.71K
New
$40.33 - $66.97 $149K - $248K
3.71K $243K
UNTY
Unity Bancorp Inc

Financial Services
5K
New
$46.48 - $53.99 $232K - $270K
5K $243K
NBN
Northeast Bk Lewiston Me Com

Financial Services
2.4K
New
$92.45 - $112.86 $222K - $271K
2.4K $240K
TIGO
Millicom International Cellular Sa

Communication Services
4.95K
New
$37.04 - $50.28 $183K - $249K
4.95K $240K
DCO
Ducommun Inc

Industrials
2.48K
New
$82.72 - $96.13 $205K - $238K
2.48K $238K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
8.61K
New
$26.76 - $38.05 $231K - $328K
8.61K $237K
BTO
John Hancock Financial Opportunities Fund

Financial Services
6.58K
New
$34.05 - $37.84 $224K - $249K
6.58K $236K
VLGEA
Village Super Market Inc

Consumer Defensive
6.31K
New
$33.6 - $39.74 $212K - $251K
6.31K $235K
WSFS
Wsfs Financial Corp

Financial Services
4.36K
New
$53.34 - $59.17 $232K - $258K
4.36K $234K
IIIN
Insteel Industries Inc

Industrials
6.13K
New
$35.31 - $39.67 $216K - $243K
6.13K $234K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
16.1K
New
$13.87 - $14.46 $223K - $233K
16.1K $232K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.45K
New
$49.55 - $52.25 $221K - $233K
4.45K $232K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
8.43K
New
$26.16 - $27.65 $220K - $233K
8.43K $231K
VCV
Invesco California Value Municipal Income Trust

Financial Services
21.7K
New
$9.99 - $10.72 $216K - $232K
21.7K $229K
SYM
Symbotic Inc.

Financial Services
4.24K
New
$39.68 - $63.21 $168K - $268K
4.24K $228K
IPI
Intrepid Potash, Inc.

Basic Materials
7.44K
New
$27.58 - $36.76 $205K - $273K
7.44K $227K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
4.44K
New
$48.0 - $51.73 $213K - $230K
4.44K $227K
VITL
Vital Farms, Inc.

Consumer Defensive
5.51K
New
$35.27 - $52.41 $194K - $289K
5.51K $226K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.08K
New
$67.1 - $74.29 $207K - $229K
3.08K $226K
FRHC
Freedom Holding Corp.

Financial Services
1.3K
New
$139.45 - $190.14 $182K - $248K
1.3K $224K
BLBD
Blue Bird Corp

Consumer Cyclical
3.9K
New
$42.75 - $60.86 $167K - $237K
3.9K $223K
VMEO
Vimeo, Inc.

Technology
28.8K
New
$3.65 - $7.75 $105K - $223K
28.8K $223K
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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