Creative Planning Call Options Transactions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
74K
+ 296.0%
$19.31 - $35.5 $1.43M - $2.63M
99K $3.32M
QCOM
Qualcomm Inc

Technology
10K
New
$145.84 - $173.55 $1.46M - $1.74M
10K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
700
+ 175.0%
$617.65 - $666.84 $432K - $467K
1.1K $732K
AMAT
Applied Materials Inc

Technology
2K
New
$156.25 - $204.95 $313K - $410K
2K $409K
CTAS
Cintas Corp

Industrials
1K
New
$199.29 - $226.27 $199K - $226K
1K $205K
ISRG
Intuitive Surgical Inc

Healthcare
200
New
$433.66 - $544.47 $86.7K - $109K
200 $89K
ET
Energy Transfer LP

Energy
2.7K
New
$17.11 - $18.16 $46.2K - $49K
2.7K $46K
UPS
United Parcel Service Inc

Industrials
500
New
$82.58 - $105.54 $41.3K - $52.8K
500 $41K
MP
Mp Materials Corp.

Basic Materials
500
New
$30.03 - $77.13 $15K - $38.6K
500 $33K
DAL
Delta Air Lines, Inc.

Industrials
500
New
$49.0 - $61.97 $24.5K - $31K
500 $28K
NMFC
New Mountain Finance Corp

Financial Services
2K
New
$9.64 - $10.84 $19.3K - $21.7K
2K $19K
F
Ford Motor CO

Consumer Cyclical
1.5K
New
$10.82 - $12.09 $16.2K - $18.1K
1.5K $17K
FXI
Ishares Tr

ETFs
300
New
$36.18 - $41.62 $10.9K - $12.5K
300 $12K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2K
New
$4.52 - $6.54 $9.04K - $13.1K
2K $9K
SLB
Schlumberger Limited

Energy
200
New
$32.37 - $37.31 $6.47K - $7.46K
200 $6K
MARA
Marathon Digital Holdings, Inc.

Financial Services
200
+ 6.67%
N/A
3.2K $72K
SNAP
Snap Inc

Communication Services
200
New
$6.99 - $10.35 $1.4K - $2.07K
200 $1K
Proshares Tr
2.7K
New
N/A
2.7K $0
Super Micro Computer Inc
10K
New
N/A
10K $0
Kenvue Inc
1K
New
N/A
1K $0
Ishares Bitcoin Trust ETF
-700
- 63.64%
N/A
400 $0
Wheels Up Experience Inc
5K
New
N/A
5K $0
Coreweave Inc
200
New
N/A
200 $0
Ge Vernova Inc
100
New
N/A
100 $0
UBER
Uber Technologies, Inc

Technology
-2K
- 28.57%
$86.91 - $99.57 $174K - $199K
5K $489K
AAPL
Apple Inc.

Technology
-19.9K
- 99.5%
$202.38 - $256.87 $4.03M - $5.11M
100 $25K
MSTR
Microstrategy Inc

Technology
-56.7K
- 97.26%
$300.7 - $455.9 $17M - $25.8M
1.6K $515K
NVDA
Nvidia Corp

Technology
-275K
- 99.1%
$153.3 - $186.58 $42.2M - $51.3M
2.5K $466K
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