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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ALTRIA GROUP, INC.
Shares:621.2K
Value:$37.3M
% of Portfolio:0.0% ($37.3M/$104.5B)
98888G105
Shares:1.2M
Value:$37.0M
% of Portfolio:0.0% ($37.0M/$104.5B)
NVIDIA CORP
Shares:482.4K
Value:$36.6M
% of Portfolio:0.0% ($36.6M/$104.5B)
46435G425
Shares:299.5K
Value:$36.5M
% of Portfolio:0.0% ($36.5M/$104.5B)
922042742
Shares:304.1K
Value:$35.3M
% of Portfolio:0.0% ($35.3M/$104.5B)
Blackstone Inc.
Shares:250.7K
Value:$35.0M
% of Portfolio:0.0% ($35.0M/$104.5B)
78464A508
Shares:685.8K
Value:$35.0M
% of Portfolio:0.0% ($35.0M/$104.5B)
336917109
Shares:800.3K
Value:$34.8M
% of Portfolio:0.0% ($34.8M/$104.5B)
WASTE MANAGEMENT INC
Shares:147.3K
Value:$34.1M
% of Portfolio:0.0% ($34.1M/$104.5B)
AMPHENOL CORP /DE/
Shares:518.9K
Value:$34.0M
% of Portfolio:0.0% ($34.0M/$104.5B)
922908538
Shares:138.5K
Value:$33.9M
% of Portfolio:0.0% ($33.9M/$104.5B)
T-Mobile US, Inc.
Shares:126.8K
Value:$33.8M
% of Portfolio:0.0% ($33.8M/$104.5B)
464287234
Shares:769.6K
Value:$33.6M
% of Portfolio:0.0% ($33.6M/$104.5B)
464288117
Shares:848.7K
Value:$33.5M
% of Portfolio:0.0% ($33.5M/$104.5B)
BRISTOL MYERS SQUIBB CO
Shares:545.7K
Value:$33.3M
% of Portfolio:0.0% ($33.3M/$104.5B)
808524771
Shares:1.4M
Value:$33.1M
% of Portfolio:0.0% ($33.1M/$104.5B)
CONOCOPHILLIPS
Shares:314.7K
Value:$33.1M
% of Portfolio:0.0% ($33.1M/$104.5B)
APPLIED MATERIALS INC /DE
Shares:225.1K
Value:$32.7M
% of Portfolio:0.0% ($32.7M/$104.5B)
LINDE PLC
Shares:70.0K
Value:$32.6M
% of Portfolio:0.0% ($32.6M/$104.5B)
AMERICAN ELECTRIC POWER CO INC
Shares:298.0K
Value:$32.6M
% of Portfolio:0.0% ($32.6M/$104.5B)