Creative Planning

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

3,934 positions • $104,536,811.896K total value

3,934 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A649

764527(+11.5%)

Value:

$19.5B(+13.9%)

33739N108

386786(+7884.8%)

Value:

$19.5B(+7792.9%)

RELIANCE, INC.

RS|759509102

67120(+0.2%)

Value:

$19.4B(+7.5%)

Energy Transfer LP

ET|29273V100

1032962(+6.5%)

Value:

$19.2B(+1.0%)

PAYCHEX INC

PAYX|704326107

124228(+4.8%)

Value:

$19.2B(+15.3%)

SHERWIN WILLIAMS CO

SHW|824348106

54880(+12.2%)

Value:

$19.2B(+15.3%)

PayPal Holdings, Inc.

PYPL|70450Y103

292378(-1.4%)

Value:

$19.1B(-24.6%)

464287721

134376(+8.5%)

Value:

$18.9B(-4.4%)

FEDEX CORP

FDX|31428X106

77240(-8.5%)

Value:

$18.8B(-20.7%)

46429B747

181608(-1.6%)

Value:

$18.8B(+1.2%)

464288570

183084(-0.4%)

Value:

$18.7B(-7.5%)

HCA Healthcare, Inc.

HCA|40412C101

53881(+13.4%)

Value:

$18.6B(+30.6%)

025072562

448345(+7.9%)

Value:

$18.6B(+10.1%)

TOYOTA MOTOR CORP/

TM|892331307

104673(+13.7%)

Value:

$18.5B(+3.1%)

922020805

370224(-0.6%)

Value:

$18.5B(+2.4%)

808524870

675267(-7.4%)

Value:

$18.2B(-3.6%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

83240(+20.9%)

Value:

$18.1B(+43.4%)

81369Y209

120914(+20.5%)

Value:

$17.7B(+27.9%)

46432F339

QUAL|46432F339

102624(+53.7%)

Value:

$17.5B(+47.5%)

ALLSTATE CORP

ALL|020002101

84639(+18.5%)

Value:

$17.5B(+27.3%)

Instrument	Shares		Other Manager	Value
(cusip78464A649)✕	764.5K	QoQ +11.48% (+78.8K) YoY +15.85% (+104.6K)	All Managers (Combined)	$19.5M	QoQ +13.94% (+$2.4M) YoY +17.04% (+$2.8M)
(cusip33739N108)✕	386.8K	QoQ +7884.84% (+381.9K) YoY +3382.98% (+375.7K)	All Managers (Combined)	$19.5M	QoQ +7792.86% (+$19.3M) YoY +3319.39% (+$18.9M)
Reliance, Inc.(RScusip759509102)	67.1K	QoQ +0.20% (+138) YoY +2.21% (-1.5K)	All Managers (Combined)	$19.4M	QoQ +7.45% (+$1.3M) YoY -11.68% (-$2.6M)
Energy Transfer Lp(ETcusip29273V100)	1.0M	QoQ +6.45% (+62.7K) YoY +60.31% (+388.6K)	All Managers (Combined)	$19.2M	QoQ +1.02% (+$194.7K) YoY +89.45% (+$9.1M)
Paychex Inc(PAYXcusip704326107)	124.2K	QoQ +4.83% (+5.7K) YoY +11.77% (+13.1K)	All Managers (Combined)	$19.2M	QoQ +15.34% (+$2.6M) YoY +40.42% (+$5.5M)
Sherwin Williams Co(SHWcusip824348106)	54.9K	QoQ +12.20% (+6.0K) YoY +31.26% (+13.1K)	All Managers (Combined)	$19.2M	QoQ +15.26% (+$2.5M) YoY +31.96% (+$4.6M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	292.4K	QoQ -1.38% (-4.1K) YoY -1.57% (-4.7K)	All Managers (Combined)	$19.1M	QoQ -24.61% (-$6.2M) YoY -4.13% (-$822.3K)
(cusip464287721)✕	134.4K	QoQ +8.53% (-10.6K) YoY +15.74% (+18.3K)	All Managers (Combined)	$18.9M	QoQ -4.44% (-$878.4K) YoY +20.35% (+$3.2M)
Fedex Corp(FDXcusip31428X106)	77.2K	QoQ -8.50% (-7.2K) YoY +13.50% (-9.2K)	All Managers (Combined)	$18.8M	QoQ -20.72% (-$4.9M) YoY -4.50% (-$888.4K)
(cusip46429B747)✕	181.6K	QoQ -1.61% (-3.0K) YoY -35.18% (-98.6K)	All Managers (Combined)	$18.8M	QoQ +1.19% (-$221.1K) YoY -32.55% (-$9.1M)
(cusip464288570)✕	183.1K	QoQ -0.40% (-748) YoY -2.83% (-5.3K)	All Managers (Combined)	$18.7M	QoQ -7.48% (-$1.5M) YoY -1.29% (-$245.1K)
Hca Healthcare, Inc.(HCAcusip40412C101)	53.9K	QoQ +13.42% (+6.4K) YoY +67.11% (+21.6K)	All Managers (Combined)	$18.6M	QoQ +30.58% (+$4.4M) YoY +73.14% (+$7.9M)
(cusip025072562)✕	448.3K	QoQ +7.93% (+33.0K) YoY +27.24% (+96.0K)	All Managers (Combined)	$18.6M	QoQ +10.12% (+$1.7M) YoY +27.67% (+$4.0M)
Toyota Motor Corp/(TMcusip892331307)	104.7K	QoQ +13.66% (+12.6K) YoY +41.34% (-30.6K)	All Managers (Combined)	$18.5M	QoQ +3.10% (+$556.0K) YoY -0.85% (-$160.1K)
(cusip922020805)✕	370.2K	QoQ -0.64% (-2.4K) YoY +23.82% (+71.2K)	All Managers (Combined)	$18.5M	QoQ +2.39% (-$431.3K) YoY +29.02% (+$4.2M)
(cusip808524870)✕	675.3K	QoQ -7.36% (-53.7K) YoY +51.28% (-228.9K)	All Managers (Combined)	$18.2M	QoQ -3.56% (-$671.6K) YoY -22.00% (-$5.1M)
American Tower Corp /Ma/(AMTcusip03027X100)	83.2K	QoQ +20.87% (+14.4K) YoY +24.64% (+16.5K)	All Managers (Combined)	$18.1M	QoQ +43.40% (+$5.5M) YoY +37.27% (+$4.9M)
(cusip81369Y209)✕	120.9K	QoQ +20.53% (+20.6K) YoY +32.66% (+29.8K)	All Managers (Combined)	$17.7M	QoQ +27.93% (+$3.9M) YoY +31.12% (+$4.2M)
(QUALcusip46432F339)	102.6K	QoQ +53.67% (+35.8K) YoY +65.27% (+40.5K)	All Managers (Combined)	$17.5M	QoQ +47.47% (+$5.6M) YoY +71.85% (+$7.3M)
Allstate Corp(ALLcusip020002101)	84.6K	QoQ +18.48% (+13.2K) YoY +45.23% (+26.4K)	All Managers (Combined)	$17.5M	QoQ +27.26% (+$3.8M) YoY +73.79% (+$7.4M)