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 140 of 172
TEJON RANCH CO
Shares:18.1K
Value:$286.9K
% of Portfolio:0.0% ($286.9K/$104.5B)
Zeta Global Holdings Corp.
Shares:21.1K
Value:$286.8K
% of Portfolio:0.0% ($286.8K/$104.5B)
46435G243
Shares:11.5K
Value:$286.5K
% of Portfolio:0.0% ($286.5K/$104.5B)
Sweetgreen, Inc.
Shares:11.4K
Value:$285.1K
% of Portfolio:0.0% ($285.1K/$104.5B)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Shares:34.6K
Value:$285.1K
% of Portfolio:0.0% ($285.1K/$104.5B)
Chefs' Warehouse, Inc.
Shares:5.2K
Value:$284.9K
% of Portfolio:0.0% ($284.9K/$104.5B)
Axos Financial, Inc.
Shares:4.4K
Value:$284.5K
% of Portfolio:0.0% ($284.5K/$104.5B)
JOYY Inc.
Shares:6.8K
Value:$284.2K
% of Portfolio:0.0% ($284.2K/$104.5B)
PUTNAM PREMIER INCOME TRUST
Shares:78.6K
Value:$283.6K
% of Portfolio:0.0% ($283.6K/$104.5B)
HAVERTY FURNITURE COMPANIES INC
Shares:14.4K
Value:$283.5K
% of Portfolio:0.0% ($283.5K/$104.5B)
Arcutis Biotherapeutics, Inc.
Shares:18.1K
Value:$283.1K
% of Portfolio:0.0% ($283.1K/$104.5B)
MSC INDUSTRIAL DIRECT CO INC
Shares:3.6K
Value:$283.0K
% of Portfolio:0.0% ($283.0K/$104.5B)
MakeMyTrip Ltd
Shares:2.9K
Value:$282.8K
% of Portfolio:0.0% ($282.8K/$104.5B)
LTC PROPERTIES INC
Shares:8.0K
Value:$282.3K
% of Portfolio:0.0% ($282.3K/$104.5B)
BrightView Holdings, Inc.
Shares:22.0K
Value:$282.3K
% of Portfolio:0.0% ($282.3K/$104.5B)
Liquidia Corp
Shares:19.1K
Value:$281.4K
% of Portfolio:0.0% ($281.4K/$104.5B)
OMNICELL, INC.
Shares:8.0K
Value:$281.2K
% of Portfolio:0.0% ($281.2K/$104.5B)
RIGEL PHARMACEUTICALS INC
Shares:15.6K
Value:$280.5K
% of Portfolio:0.0% ($280.5K/$104.5B)
69374H857
Shares:7.5K
Value:$280.5K
% of Portfolio:0.0% ($280.5K/$104.5B)
AAR CORP
Shares:5.0K
Value:$279.7K
% of Portfolio:0.0% ($279.7K/$104.5B)