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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464288877

172767(+1.4%)

Value:

$10.2B(+13.9%)

EXELON CORP

EXC|30161N101

220059(+12.9%)

Value:

$10.1B(+38.2%)

46138G649

52409(+13.3%)

Value:

$10.1B(+3.9%)

Evergy, Inc.

EVRG|30034W106

146531(+7.8%)

Value:

$10.1B(+20.7%)

SYNOPSYS INC

SNPS|871607107

23394(+5.5%)

Value:

$10.0B(-6.7%)

46429B689

EFAV|46429B689

127428(+28.0%)

Value:

$9.9B(+41.1%)

464286533

169984(-0.2%)

Value:

$9.9B(+0.4%)

Texas Pacific Land Corp

TPL|88262P102

7469(+6.6%)

Value:

$9.9B(+27.7%)

DTE ENERGY CO

DTE|233331107

70878(+0.5%)

Value:

$9.8B(+15.1%)

GARMIN LTD

GRMN|H2906T109

45079(+16.3%)

Value:

$9.8B(+22.4%)

Leidos Holdings, Inc.

LDOS|525327102

72491(-0.5%)

Value:

$9.8B(-6.8%)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

118674(+18.9%)

Value:

$9.8B(+15.8%)

03073E105

35089(+10.2%)

Value:

$9.8B(+36.4%)

46138E354

130484(+17.1%)

Value:

$9.7B(+25.0%)

COPART INC

CPRT|217204106

172221(+11.8%)

Value:

$9.7B(+10.3%)

AMEREN CORP

AEE|023608102

96212(-2.7%)

Value:

$9.7B(+9.6%)

46138E511

849390(-4.3%)

Value:

$9.5B(-6.9%)

BP PLC

BP|055622104

281584(+9.1%)

Value:

$9.5B(+24.7%)

74348A467

93047(+9.6%)

Value:

$9.5B(+12.5%)

GENERAL MILLS INC

GIS|370334104

158957(-23.7%)

Value:

$9.5B(-28.5%)

Instrument	Shares		Other Manager	Value
(cusip464288877)✕	172.8K	QoQ +1.43% (+2.5K) YoY -2.61% (-4.6K)	All Managers (Combined)	$10.2M	QoQ +13.94% (+$1.2M) YoY +5.51% (-$532.0K)
Exelon Corp(EXCcusip30161N101)	220.1K	QoQ +12.88% (+25.1K) YoY +49.64% (+73.0K)	All Managers (Combined)	$10.1M	QoQ +38.19% (+$2.8M) YoY +83.54% (+$4.6M)
(cusip46138G649)✕	52.4K	QoQ +13.33% (+6.2K) YoY +278.32% (+38.6K)	All Managers (Combined)	$10.1M	QoQ +3.94% (+$384.3K) YoY +299.72% (+$7.6M)
Evergy, Inc.(EVRGcusip30034W106)	146.5K	QoQ +7.76% (+10.6K) YoY +37.62% (+40.1K)	All Managers (Combined)	$10.1M	QoQ +20.72% (+$1.7M) YoY +77.76% (+$4.4M)
Synopsys Inc(SNPScusip871607107)	23.4K	QoQ +5.55% (-1.2K) YoY +46.16% (+7.4K)	All Managers (Combined)	$10.0M	QoQ -6.73% (-$724.0K) YoY +9.68% (+$885.7K)
(EFAVcusip46429B689)	127.4K	QoQ +28.04% (+27.9K) YoY +25.11% (+25.6K)	All Managers (Combined)	$9.9M	QoQ +41.10% (+$2.9M) YoY +37.54% (+$2.7M)
(cusip464286533)✕	170.0K	QoQ -0.22% (-379) YoY +491.47% (+141.2K)	All Managers (Combined)	$9.9M	QoQ +0.38% (-$37.5K) YoY +509.76% (+$8.3M)
Texas Pacific Land Corp(TPLcusip88262P102)	7.5K	QoQ +6.60% (+463) YoY +21.62% (+1.3K)	All Managers (Combined)	$9.9M	QoQ +27.70% (+$2.1M) YoY +178.53% (+$6.3M)
Dte Energy Co(DTEcusip233331107)	70.9K	QoQ +0.47% (+334) YoY +14.55% (+9.0K)	All Managers (Combined)	$9.8M	QoQ +15.05% (+$1.3M) YoY +41.23% (+$2.9M)
Garmin Ltd(GRMNcusipH2906T109)	45.1K	QoQ +16.29% (+6.3K) YoY +44.89% (+14.0K)	All Managers (Combined)	$9.8M	QoQ +22.42% (+$1.8M) YoY +111.31% (+$5.2M)
Leidos Holdings, Inc.(LDOScusip525327102)	72.5K	QoQ -0.54% (-395) YoY -3.01% (-2.3K)	All Managers (Combined)	$9.8M	QoQ -6.83% (-$718.1K) YoY -0.17% (-$16.7K)
Public Service Enterprise Group Inc(PEGcusip744573106)	118.7K	QoQ +18.92% (+18.9K) YoY +53.27% (+41.2K)	All Managers (Combined)	$9.8M	QoQ +15.84% (+$1.3M) YoY +88.82% (+$4.6M)
(cusip03073E105)✕	35.1K	QoQ +10.20% (+3.2K) YoY +23.92% (+6.8K)	All Managers (Combined)	$9.8M	QoQ +36.39% (+$2.6M) YoY +41.82% (+$2.9M)
(cusip46138E354)✕	130.5K	QoQ +17.11% (+19.1K) YoY +17.14% (+19.1K)	All Managers (Combined)	$9.7M	QoQ +25.00% (+$2.0M) YoY +32.88% (+$2.4M)
Copart Inc(CPRTcusip217204106)	172.2K	QoQ +11.82% (+18.2K) YoY +27.76% (+37.4K)	All Managers (Combined)	$9.7M	QoQ +10.26% (+$907.1K) YoY +24.83% (+$1.9M)
Ameren Corp(AEEcusip023608102)	96.2K	QoQ -2.71% (-2.7K) YoY +37.35% (+26.2K)	All Managers (Combined)	$9.7M	QoQ +9.57% (-$844.2K) YoY +86.45% (+$4.5M)
(cusip46138E511)✕	849.4K	QoQ -4.29% (-38.1K) YoY -1.22% (-10.5K)	All Managers (Combined)	$9.5M	QoQ -6.86% (-$702.8K) YoY -6.70% (-$685.3K)
Bp Plc(BPcusip055622104)	281.6K	QoQ +9.09% (+23.5K) YoY +29.25% (+63.7K)	All Managers (Combined)	$9.5M	QoQ +24.70% (+$1.9M) YoY +15.91% (+$1.3M)
(cusip74348A467)✕	93.0K	QoQ +9.64% (+8.2K) YoY +15.97% (+12.8K)	All Managers (Combined)	$9.5M	QoQ +12.53% (+$1.1M) YoY +16.85% (+$1.4M)
General Mills Inc(GIScusip370334104)	159.0K	QoQ -23.73% (-49.5K) YoY -29.64% (-67.0K)	All Managers (Combined)	$9.5M	QoQ -28.49% (-$3.8M) YoY -39.88% (-$6.3M)