Creative Planning

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001540235
Manager Name
Creative Planning
Data Enrichment
78% identified
3,087 identified847 unidentified

Holdings

3,934 positions
Manager:
SEC
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Page 140 of 172
TEJON RANCH CO
TRC|879080109
Shares:
18102(+64.0%)
Value:
$286.9M(+63.5%)
Zeta Global Holdings Corp.
ZETA|98956A105
Shares:
21150(+36.8%)
Value:
$286.8M(+3.1%)
46435G243
46435G243
Shares:
11465(+40.0%)
Value:
$286.5M(+41.7%)
Sweetgreen, Inc.
SG|87043Q108
Shares:
11396(-8.7%)
Value:
$285.1M(-28.7%)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW|27829C105
Shares:
34556(-1.4%)
Value:
$285.1M(-3.4%)
Chefs' Warehouse, Inc.
CHEF|163086101
Shares:
5232
Value:
$284.9M
Axos Financial, Inc.
AX|05465C100
Shares:
4409(+6.8%)
Value:
$284.5M(-1.3%)
JOYY Inc.
JOYY|46591M109
Shares:
6770(-1.9%)
Value:
$284.2M(-1.6%)
PUTNAM PREMIER INCOME TRUST
PPT|746853100
Shares:
78567(+0.0%)
Value:
$283.6M(+1.4%)
HAVERTY FURNITURE COMPANIES INC
HVT|419596101
Shares:
14376(+34128.6%)
Value:
$283.5M(+30220.3%)
Arcutis Biotherapeutics, Inc.
ARQT|03969K108
Shares:
18098(-12.4%)
Value:
$283.1M(-1.6%)
MSC INDUSTRIAL DIRECT CO INC
MSM|553530106
Shares:
3644(-3.7%)
Value:
$283.0M(+0.1%)
MakeMyTrip Ltd
MMYT|V5633W109
Shares:
2886
Value:
$282.8M
LTC PROPERTIES INC
LTC|502175102
Shares:
7963(+4.1%)
Value:
$282.3M(+6.8%)
BrightView Holdings, Inc.
BV|10948C107
Shares:
21983(-12.4%)
Value:
$282.3M(-29.7%)
Liquidia Corp
LQDA|53635D202
Shares:
19075(+13055.2%)
Value:
$281.4M(+16401.8%)
OMNICELL, INC.
OMCL|68213N109
Shares:
8043(-24.6%)
Value:
$281.2M(-40.8%)
RIGEL PHARMACEUTICALS INC
RIGL|766559702
Shares:
15591(+29317.0%)
Value:
$280.5M(+31379.5%)
69374H857
69374H857
Shares:
7479(+25.5%)
Value:
$280.5M(+7.0%)
AAR CORP
AIR|000361105
Shares:
4996
Value:
$279.7M