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 3 of 172
Alphabet Inc.
GOOGL|02079K305
Shares:
2169862(+3177.7%)
Value:
$335.5B(+10391.8%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
1335043(+13.1%)
Value:
$327.5B(+15.8%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
651286(+7.7%)
Value:
$305.4B(-1.2%)
464287507
IJH|464287507
Shares:
4943189(-0.0%)
Value:
$288.4B(-6.4%)
464288273
464288273
Shares:
4499028(-4.2%)
Value:
$285.8B(+0.2%)
464288158
464288158
Shares:
2565673(+0.4%)
Value:
$270.9B(+0.5%)
464287150
ITOT|464287150
Shares:
2143444(+0.9%)
Value:
$261.5B(-4.2%)
Alphabet Inc.
GOOG|02079K107
Shares:
1596260(+3.3%)
Value:
$249.4B(-15.3%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
1411516(+2.1%)
Value:
$240.6B(+3.8%)
78464A375
78464A375
Shares:
6966496(+2.0%)
Value:
$231.6B(+3.5%)
Tesla, Inc.
TSLA|88160R101
Shares:
878790(+1.8%)
Value:
$227.7B(-34.7%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
238386(+7.5%)
Value:
$225.5B(+10.9%)
VISA INC.
V|92826C839
Shares:
637229(+10.4%)
Value:
$223.3B(+22.5%)
46432F842
IEFA|46432F842
Shares:
2910999(+5.1%)
Value:
$220.2B(+13.1%)
25434V724
25434V724
Shares:
5295811(-1.8%)
Value:
$218.2B(-1.1%)
25434V401
25434V401
Shares:
3559740(-1.2%)
Value:
$215.3B(-6.3%)
921908844
VIG|921908844
Shares:
1106876(+0.3%)
Value:
$214.7B(-0.6%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
1779468(-0.1%)
Value:
$211.6B(+10.5%)
ELI LILLY & Co
LLY|532457108
Shares:
256176(+8.8%)
Value:
$211.6B(+16.4%)
464287622
IWB|464287622
Shares:
656596(+0.6%)
Value:
$201.4B(-4.2%)