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 17 of 172
78464A649
Shares:764.5K
Value:$19.5M
% of Portfolio:0.0% ($19.5M/$104.5B)
33739N108
Shares:386.8K
Value:$19.5M
% of Portfolio:0.0% ($19.5M/$104.5B)
RELIANCE, INC.
Shares:67.1K
Value:$19.4M
% of Portfolio:0.0% ($19.4M/$104.5B)
Energy Transfer LP
Shares:1.0M
Value:$19.2M
% of Portfolio:0.0% ($19.2M/$104.5B)
PAYCHEX INC
Shares:124.2K
Value:$19.2M
% of Portfolio:0.0% ($19.2M/$104.5B)
SHERWIN WILLIAMS CO
Shares:54.9K
Value:$19.2M
% of Portfolio:0.0% ($19.2M/$104.5B)
PayPal Holdings, Inc.
Shares:292.4K
Value:$19.1M
% of Portfolio:0.0% ($19.1M/$104.5B)
464287721
Shares:134.4K
Value:$18.9M
% of Portfolio:0.0% ($18.9M/$104.5B)
FEDEX CORP
Shares:77.2K
Value:$18.8M
% of Portfolio:0.0% ($18.8M/$104.5B)
46429B747
Shares:181.6K
Value:$18.8M
% of Portfolio:0.0% ($18.8M/$104.5B)
464288570
Shares:183.1K
Value:$18.7M
% of Portfolio:0.0% ($18.7M/$104.5B)
HCA Healthcare, Inc.
Shares:53.9K
Value:$18.6M
% of Portfolio:0.0% ($18.6M/$104.5B)
025072562
Shares:448.3K
Value:$18.6M
% of Portfolio:0.0% ($18.6M/$104.5B)
TOYOTA MOTOR CORP/
Shares:104.7K
Value:$18.5M
% of Portfolio:0.0% ($18.5M/$104.5B)
922020805
Shares:370.2K
Value:$18.5M
% of Portfolio:0.0% ($18.5M/$104.5B)
808524870
Shares:675.3K
Value:$18.2M
% of Portfolio:0.0% ($18.2M/$104.5B)
AMERICAN TOWER CORP /MA/
Shares:83.2K
Value:$18.1M
% of Portfolio:0.0% ($18.1M/$104.5B)
81369Y209
Shares:120.9K
Value:$17.7M
% of Portfolio:0.0% ($17.7M/$104.5B)
46432F339
Shares:102.6K
Value:$17.5M
% of Portfolio:0.0% ($17.5M/$104.5B)
ALLSTATE CORP
Shares:84.6K
Value:$17.5M
% of Portfolio:0.0% ($17.5M/$104.5B)