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
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Page 29 of 172
FIRST MID BANCSHARES, INC.
FMBH|320866106
Shares:
217766(+161.6%)
Value:
$7.6B(+147.9%)
lululemon athletica inc.
LULU|550021109
Shares:
26487(+39.2%)
Value:
$7.5B(+3.0%)
47103U845
47103U845
Shares:
147791(+142.9%)
Value:
$7.5B(+142.9%)
92189F676
92189F676
Shares:
35316(-0.8%)
Value:
$7.5B(-13.4%)
British American Tobacco p.l.c.
BTI|110448107
Shares:
179821(+6.5%)
Value:
$7.4B(+21.3%)
464288240
464288240
Shares:
133022(-6.0%)
Value:
$7.4B(-0.0%)
Ulta Beauty, Inc.
ULTA|90384S303
Shares:
20065(+23.9%)
Value:
$7.4B(+4.5%)
HP INC
HPQ|40434L105
Shares:
265341(+9.1%)
Value:
$7.3B(-7.4%)
ENTERGY CORP /DE/
ETR|29364G103
Shares:
85909(+12.7%)
Value:
$7.3B(+27.1%)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
BBVA|05946K101
Shares:
537865(+19.9%)
Value:
$7.3B(+68.1%)
MSCI Inc.
MSCI|55354G100
Shares:
12899(+6.9%)
Value:
$7.3B(+0.8%)
33735J101
33735J101
Shares:
94889
Value:
$7.3B
MICROCHIP TECHNOLOGY INC
MCHP|595017104
Shares:
150122(+20.3%)
Value:
$7.3B(+1.6%)
33733F101
33733F101
Shares:
56162(+1290.5%)
Value:
$7.3B(+1201.6%)
Trade Desk, Inc.
TTD|88339J105
Shares:
132421(-0.9%)
Value:
$7.2B(-53.9%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
11367(+11.9%)
Value:
$7.2B(-0.4%)
Public Storage
PSA|74460D109
Shares:
24042(+6.5%)
Value:
$7.2B(+6.5%)
Knife River Corp
KNF|498894104
Shares:
79736(+370.5%)
Value:
$7.2B(+317.6%)
NVR INC
NVR|62944T105
Shares:
992(+0.2%)
Value:
$7.2B(-11.2%)
UMB FINANCIAL CORP
UMBF|902788108
Shares:
71077(+41.1%)
Value:
$7.2B(+26.4%)