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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464287705
Shares:233.3K
Value:$27.9M
% of Portfolio:0.0% ($27.9M/$104.5B)
78468R770
Shares:254.3K
Value:$27.8M
% of Portfolio:0.0% ($27.8M/$104.5B)
Mondelez International, Inc.
Shares:409.2K
Value:$27.8M
% of Portfolio:0.0% ($27.8M/$104.5B)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:813.0K
Value:$27.8M
% of Portfolio:0.0% ($27.8M/$104.5B)
TARGET CORP
Shares:309.0K
Value:$27.4M
% of Portfolio:0.0% ($27.4M/$104.5B)
WELLTOWER INC.
Shares:178.2K
Value:$27.3M
% of Portfolio:0.0% ($27.3M/$104.5B)
ANALOG DEVICES INC
Shares:135.3K
Value:$27.3M
% of Portfolio:0.0% ($27.3M/$104.5B)
Edwards Lifesciences Corp
Shares:374.1K
Value:$27.1M
% of Portfolio:0.0% ($27.1M/$104.5B)
DANAHER CORP /DE/
Shares:132.0K
Value:$27.1M
% of Portfolio:0.0% ($27.1M/$104.5B)
Shares:184.1K
Value:$27.0M
% of Portfolio:0.0% ($27.0M/$104.5B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:109.8K
Value:$26.8M
% of Portfolio:0.0% ($26.8M/$104.5B)
ONEOK INC /NEW/
Shares:267.1K
Value:$26.5M
% of Portfolio:0.0% ($26.5M/$104.5B)
464287408
Shares:138.2K
Value:$26.3M
% of Portfolio:0.0% ($26.3M/$104.5B)
921932828
Shares:269.8K
Value:$26.0M
% of Portfolio:0.0% ($26.0M/$104.5B)
BOSTON SCIENTIFIC CORP
Shares:258.0K
Value:$26.0M
% of Portfolio:0.0% ($26.0M/$104.5B)
25434V104
Shares:674.7K
Value:$25.9M
% of Portfolio:0.0% ($25.9M/$104.5B)
NORTHROP GRUMMAN CORP /DE/
Shares:50.6K
Value:$25.9M
% of Portfolio:0.0% ($25.9M/$104.5B)
46435G193
Shares:1.1M
Value:$25.8M
% of Portfolio:0.0% ($25.8M/$104.5B)
UNITED PARCEL SERVICE INC
Shares:232.7K
Value:$25.6M
% of Portfolio:0.0% ($25.6M/$104.5B)
Marathon Petroleum Corp
Shares:175.5K
Value:$25.6M
% of Portfolio:0.0% ($25.6M/$104.5B)