Creative-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
3,934
Total Value
104536811896
Accession Number
0001540235-25-000003
Form Type
13F-HR
Manager Name
Creative-Planning
Data Enrichment
78% identified
3,087 identified847 unidentified

Holdings

3,934 positions • $104.5B total value
Manager:
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921910816
Shares:140.0K
Value:$43.2M
% of Portfolio:0.0% ($43.2M/$104.5B)
921937827
Shares:551.8K
Value:$43.2M
% of Portfolio:0.0% ($43.2M/$104.5B)
NOVARTIS AG
Shares:387.0K
Value:$43.1M
% of Portfolio:0.0% ($43.1M/$104.5B)
VERTEX PHARMACEUTICALS INC / MA
Shares:88.8K
Value:$43.1M
% of Portfolio:0.0% ($43.1M/$104.5B)
Sony Group Corp
Shares:1.7M
Value:$42.7M
% of Portfolio:0.0% ($42.7M/$104.5B)
PFIZER INC
Shares:1.7M
Value:$42.5M
% of Portfolio:0.0% ($42.5M/$104.5B)
MCKESSON CORP
Shares:63.1K
Value:$42.4M
% of Portfolio:0.0% ($42.4M/$104.5B)
ADVANCED MICRO DEVICES INC
Shares:412.4K
Value:$42.4M
% of Portfolio:0.0% ($42.4M/$104.5B)
921909768
Shares:680.3K
Value:$42.2M
% of Portfolio:0.0% ($42.2M/$104.5B)
TEXAS INSTRUMENTS INC
Shares:233.6K
Value:$42.0M
% of Portfolio:0.0% ($42.0M/$104.5B)
25434V302
Shares:1.6M
Value:$40.8M
% of Portfolio:0.0% ($40.8M/$104.5B)
DEERE & CO
Shares:86.5K
Value:$40.6M
% of Portfolio:0.0% ($40.6M/$104.5B)
SOUTHERN CO
Shares:437.9K
Value:$40.3M
% of Portfolio:0.0% ($40.3M/$104.5B)
46137V357
Shares:229.8K
Value:$39.8M
% of Portfolio:0.0% ($39.8M/$104.5B)
O REILLY AUTOMOTIVE INC
Shares:27.7K
Value:$39.7M
% of Portfolio:0.0% ($39.7M/$104.5B)
Duke Energy CORP
Shares:325.3K
Value:$39.7M
% of Portfolio:0.0% ($39.7M/$104.5B)
464287168
Shares:293.7K
Value:$39.4M
% of Portfolio:0.0% ($39.4M/$104.5B)
025072794
Shares:554.7K
Value:$38.8M
% of Portfolio:0.0% ($38.8M/$104.5B)
921937819
Shares:502.4K
Value:$38.5M
% of Portfolio:0.0% ($38.5M/$104.5B)
INTUIT INC.
Shares:62.1K
Value:$38.1M
% of Portfolio:0.0% ($38.1M/$104.5B)