Creative Planning

Filing Details

13F-HR • 2025-03-31
SEC
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

3,934 positions
Manager:
SEC
Search and click to pin securities to the top
Page 27 of 172
DuPont de Nemours, Inc.
DD|26614N102
Shares:
115318(-2.3%)
Value:
$8.6B(-4.3%)
315948109
315948109
Shares:
119367(+3.8%)
Value:
$8.6B(-8.4%)
46435UAA9
46435UAA9
Shares:
354969(+1.9%)
Value:
$8.6B(+2.8%)
Okta, Inc.
OKTA|679295105
Shares:
81288(+3.8%)
Value:
$8.6B(+38.5%)
EQUIFAX INC
EFX|294429105
Shares:
35043(-0.2%)
Value:
$8.5B(-4.6%)
032108664
032108664
Shares:
118373(+12.4%)
Value:
$8.5B(+8.3%)
MARTIN MARIETTA MATERIALS INC
MLM|573284106
Shares:
17733(+8.2%)
Value:
$8.5B(+0.1%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
61721(+18.4%)
Value:
$8.5B(-1.8%)
DELTA AIR LINES, INC.
DAL|247361702
Shares:
193480(+35.2%)
Value:
$8.4B(-2.5%)
78464A359
78464A359
Shares:
109987(-1.4%)
Value:
$8.4B(-3.0%)
67092P607
67092P607
Shares:
217889(+10.0%)
Value:
$8.4B(+0.7%)
ROSS STORES, INC.
ROST|778296103
Shares:
65344(+1.0%)
Value:
$8.4B(-14.7%)
464288521
464288521
Shares:
144456(+59.6%)
Value:
$8.3B(+60.5%)
33734H106
33734H106
Shares:
186381(+415.6%)
Value:
$8.3B(+426.8%)
BROWN & BROWN, INC.
BRO|115236101
Shares:
66765(+2.5%)
Value:
$8.3B(+25.0%)
46435U853
46435U853
Shares:
224713(-0.1%)
Value:
$8.3B(-0.1%)
808524763
FNDA|808524763
Shares:
301569(+7.3%)
Value:
$8.3B(-1.1%)
46432F834
IXUS|46432F834
Shares:
118017(+27.5%)
Value:
$8.2B(+34.6%)
46137V613
PRF|46137V613
Shares:
201214(+11.1%)
Value:
$8.1B(+11.2%)
VEEVA SYSTEMS INC
VEEV|922475108
Shares:
34982(+14.1%)
Value:
$8.1B(+25.7%)