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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Page 107 of 172
92206C813
Shares:7.8K
Value:$589.0K
% of Portfolio:0.0% ($589.0K/$104.5B)
Dine Brands Global, Inc.
Shares:25.3K
Value:$588.5K
% of Portfolio:0.0% ($588.5K/$104.5B)
Xeris Biopharma Holdings, Inc.
Shares:106.7K
Value:$586.0K
% of Portfolio:0.0% ($586.0K/$104.5B)
Bank of Marin Bancorp
Shares:26.5K
Value:$585.7K
% of Portfolio:0.0% ($585.7K/$104.5B)
61774R403
Shares:10.3K
Value:$585.7K
% of Portfolio:0.0% ($585.7K/$104.5B)
464288695
Shares:7.2K
Value:$584.9K
% of Portfolio:0.0% ($584.9K/$104.5B)
FIVE BELOW, INC
Shares:7.8K
Value:$584.7K
% of Portfolio:0.0% ($584.7K/$104.5B)
Amphastar Pharmaceuticals, Inc.
Shares:20.1K
Value:$583.5K
% of Portfolio:0.0% ($583.5K/$104.5B)
TELEPHONE & DATA SYSTEMS INC /DE/
Shares:15.1K
Value:$583.5K
% of Portfolio:0.0% ($583.5K/$104.5B)
025072232
Shares:8.2K
Value:$582.3K
% of Portfolio:0.0% ($582.3K/$104.5B)
Nuvalent, Inc.
Shares:8.2K
Value:$582.2K
% of Portfolio:0.0% ($582.2K/$104.5B)
25434V716
Shares:16.2K
Value:$581.8K
% of Portfolio:0.0% ($581.8K/$104.5B)
92206C573
Shares:7.6K
Value:$581.4K
% of Portfolio:0.0% ($581.4K/$104.5B)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Shares:44.0K
Value:$580.9K
% of Portfolio:0.0% ($580.9K/$104.5B)
BIOCRYST PHARMACEUTICALS INC
Shares:77.4K
Value:$580.9K
% of Portfolio:0.0% ($580.9K/$104.5B)
46137V738
Shares:9.8K
Value:$580.8K
% of Portfolio:0.0% ($580.8K/$104.5B)
BRUNSWICK CORP
Shares:10.8K
Value:$580.4K
% of Portfolio:0.0% ($580.4K/$104.5B)
SOUTHERN MISSOURI BANCORP, INC.
Shares:11.2K
Value:$580.1K
% of Portfolio:0.0% ($580.1K/$104.5B)
TELEFONICA BRASIL S.A.
Shares:66.5K
Value:$580.0K
% of Portfolio:0.0% ($580.0K/$104.5B)
CLEANSPARK, INC.
Shares:86.3K
Value:$579.8K
% of Portfolio:0.0% ($579.8K/$104.5B)