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 146 of 172
92189F429
Shares:14.4K
Value:$241.7K
% of Portfolio:0.0% ($241.7K/$104.5B)
XPEL, Inc.
Shares:8.2K
Value:$241.7K
% of Portfolio:0.0% ($241.7K/$104.5B)
PULSE BIOSCIENCES, INC.
Shares:15.0K
Value:$241.7K
% of Portfolio:0.0% ($241.7K/$104.5B)
97717W786
Shares:5.5K
Value:$241.5K
% of Portfolio:0.0% ($241.5K/$104.5B)
46137V605
Shares:4.6K
Value:$241.0K
% of Portfolio:0.0% ($241.0K/$104.5B)
Western Midstream Partners, LP
Shares:5.9K
Value:$240.8K
% of Portfolio:0.0% ($240.8K/$104.5B)
HIGHLAND OPPORTUNITIES & INCOME FUND
Shares:46.2K
Value:$240.1K
% of Portfolio:0.0% ($240.1K/$104.5B)
BLACKROCK MUNICIPAL INCOME TRUST II
Shares:23.1K
Value:$239.9K
% of Portfolio:0.0% ($239.9K/$104.5B)
Capri Holdings Ltd
Shares:12.1K
Value:$239.7K
% of Portfolio:0.0% ($239.7K/$104.5B)
Mobileye Global Inc.
Shares:16.6K
Value:$239.3K
% of Portfolio:0.0% ($239.3K/$104.5B)
AdvanSix Inc.
Shares:10.6K
Value:$239.2K
% of Portfolio:0.0% ($239.2K/$104.5B)
46137V662
Shares:2.8K
Value:$238.9K
% of Portfolio:0.0% ($238.9K/$104.5B)
301505640
Shares:6.5K
Value:$238.9K
% of Portfolio:0.0% ($238.9K/$104.5B)
92189F601
Shares:3.3K
Value:$238.5K
% of Portfolio:0.0% ($238.5K/$104.5B)
33741X102
Shares:7.1K
Value:$238.5K
% of Portfolio:0.0% ($238.5K/$104.5B)
Byrna Technologies Inc.
Shares:14.1K
Value:$237.7K
% of Portfolio:0.0% ($237.7K/$104.5B)
QuantumScape Corp
Shares:57.1K
Value:$237.5K
% of Portfolio:0.0% ($237.5K/$104.5B)
Phreesia, Inc.
Shares:9.3K
Value:$236.7K
% of Portfolio:0.0% ($236.7K/$104.5B)
Peakstone Realty Trust
Shares:18.7K
Value:$236.2K
% of Portfolio:0.0% ($236.2K/$104.5B)
Hello Group Inc.
Shares:37.3K
Value:$235.3K
% of Portfolio:0.0% ($235.3K/$104.5B)