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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KIMBERLY CLARK CORP
Shares:92.1K
Value:$13.1M
% of Portfolio:0.0% ($13.1M/$104.5B)
46137V266
Shares:340.5K
Value:$13.0M
% of Portfolio:0.0% ($13.0M/$104.5B)
REGAL REXNORD CORP
Shares:113.9K
Value:$13.0M
% of Portfolio:0.0% ($13.0M/$104.5B)
TransDigm Group INC
Shares:9.3K
Value:$12.9M
% of Portfolio:0.0% ($12.9M/$104.5B)
MITSUBISHI UFJ FINANCIAL GROUP INC
Shares:942.6K
Value:$12.8M
% of Portfolio:0.0% ($12.8M/$104.5B)
AMERIPRISE FINANCIAL INC
Shares:26.4K
Value:$12.8M
% of Portfolio:0.0% ($12.8M/$104.5B)
MOODYS CORP /DE/
Shares:27.5K
Value:$12.8M
% of Portfolio:0.0% ($12.8M/$104.5B)
Autodesk, Inc.
Shares:48.2K
Value:$12.6M
% of Portfolio:0.0% ($12.6M/$104.5B)
464287887
Shares:101.2K
Value:$12.6M
% of Portfolio:0.0% ($12.6M/$104.5B)
Baidu, Inc.
Shares:136.7K
Value:$12.6M
% of Portfolio:0.0% ($12.6M/$104.5B)
Aon plc
Shares:31.4K
Value:$12.5M
% of Portfolio:0.0% ($12.5M/$104.5B)
CADENCE DESIGN SYSTEMS INC
Shares:49.0K
Value:$12.5M
% of Portfolio:0.0% ($12.5M/$104.5B)
464288679
Shares:112.6K
Value:$12.4M
% of Portfolio:0.0% ($12.4M/$104.5B)
FASTENAL CO
Shares:159.0K
Value:$12.3M
% of Portfolio:0.0% ($12.3M/$104.5B)
Prologis, Inc.
Shares:110.1K
Value:$12.3M
% of Portfolio:0.0% ($12.3M/$104.5B)
Discover Financial Services
Shares:72.0K
Value:$12.3M
% of Portfolio:0.0% ($12.3M/$104.5B)
46138B103
Shares:545.3K
Value:$12.3M
% of Portfolio:0.0% ($12.3M/$104.5B)
TotalEnergies SE
Shares:187.5K
Value:$12.1M
% of Portfolio:0.0% ($12.1M/$104.5B)
FIFTH THIRD BANCORP
Shares:309.4K
Value:$12.1M
% of Portfolio:0.0% ($12.1M/$104.5B)
VALERO ENERGY CORP/TX
Shares:90.9K
Value:$12.0M
% of Portfolio:0.0% ($12.0M/$104.5B)