Creative-Planning

Filing Details

13F-HR • 2025-03-31
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:
Search and click to pin securities to the top
Page 163 of 172
New Gold Inc. /FI
Shares:25.5K
Value:$94.6K
% of Portfolio:0.0% ($94.6K/$104.5B)
BrightSpire Capital, Inc.
Shares:17.0K
Value:$94.6K
% of Portfolio:0.0% ($94.6K/$104.5B)
Verve Therapeutics, Inc.
Shares:20.3K
Value:$92.8K
% of Portfolio:0.0% ($92.8K/$104.5B)
WILLAMETTE VALLEY VINEYARDS INC
Shares:15.6K
Value:$92.7K
% of Portfolio:0.0% ($92.7K/$104.5B)
APARTMENT INVESTMENT & MANAGEMENT CO
Shares:10.4K
Value:$92.0K
% of Portfolio:0.0% ($92.0K/$104.5B)
abrdn Total Dynamic Dividend Fund
Shares:10.8K
Value:$90.8K
% of Portfolio:0.0% ($90.8K/$104.5B)
PIMCO STRATEGIC INCOME FUND, INC.
Shares:14.3K
Value:$89.1K
% of Portfolio:0.0% ($89.1K/$104.5B)
DoorDash, Inc.
Shares:23.3K
Value:$88.5K
% of Portfolio:0.0% ($88.5K/$104.5B)
Latham Group, Inc.
Shares:13.7K
Value:$88.1K
% of Portfolio:0.0% ($88.1K/$104.5B)
Nuveen Preferred & Income Opportunities Fund
Shares:11.0K
Value:$87.4K
% of Portfolio:0.0% ($87.4K/$104.5B)
AerSale Corp
Shares:11.6K
Value:$87.2K
% of Portfolio:0.0% ($87.2K/$104.5B)
Wave Life Sciences Ltd.
Shares:10.6K
Value:$85.8K
% of Portfolio:0.0% ($85.8K/$104.5B)
Perspective Therapeutics, Inc.
Shares:40.2K
Value:$85.7K
% of Portfolio:0.0% ($85.7K/$104.5B)
AbCellera Biologics Inc.
Shares:38.3K
Value:$85.5K
% of Portfolio:0.0% ($85.5K/$104.5B)
Protalix BioTherapeutics, Inc.
Shares:32.7K
Value:$83.8K
% of Portfolio:0.0% ($83.8K/$104.5B)
Stoke Therapeutics, Inc.
Shares:12.6K
Value:$83.8K
% of Portfolio:0.0% ($83.8K/$104.5B)
Opendoor Technologies Inc.
Shares:82.0K
Value:$83.6K
% of Portfolio:0.0% ($83.6K/$104.5B)
IAMGOLD CORP
Shares:13.3K
Value:$83.2K
% of Portfolio:0.0% ($83.2K/$104.5B)
Organogenesis Holdings Inc.
Shares:19.2K
Value:$82.9K
% of Portfolio:0.0% ($82.9K/$104.5B)
09260Q108
Shares:13.1K
Value:$82.2K
% of Portfolio:0.0% ($82.2K/$104.5B)