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:
Search and click to pin securities to the top
Page 3 of 172
Alphabet Inc.
Shares:2.2M
Value:$335.5M
% of Portfolio:0.3% ($335.5M/$104.5B)
JPMORGAN CHASE & CO
Shares:1.3M
Value:$327.5M
% of Portfolio:0.3% ($327.5M/$104.5B)
INVESCO QQQ TRUST, SERIES 1
Shares:651.3K
Value:$305.4M
% of Portfolio:0.3% ($305.4M/$104.5B)
464287507
Shares:4.9M
Value:$288.4M
% of Portfolio:0.3% ($288.4M/$104.5B)
464288273
Shares:4.5M
Value:$285.8M
% of Portfolio:0.3% ($285.8M/$104.5B)
464288158
Shares:2.6M
Value:$270.9M
% of Portfolio:0.3% ($270.9M/$104.5B)
464287150
Shares:2.1M
Value:$261.5M
% of Portfolio:0.3% ($261.5M/$104.5B)
Alphabet Inc.
Shares:1.6M
Value:$249.4M
% of Portfolio:0.2% ($249.4M/$104.5B)
PROCTER & GAMBLE Co
Shares:1.4M
Value:$240.6M
% of Portfolio:0.2% ($240.6M/$104.5B)
78464A375
Shares:7.0M
Value:$231.6M
% of Portfolio:0.2% ($231.6M/$104.5B)
Tesla, Inc.
Shares:878.8K
Value:$227.7M
% of Portfolio:0.2% ($227.7M/$104.5B)
COSTCO WHOLESALE CORP /NEW
Shares:238.4K
Value:$225.5M
% of Portfolio:0.2% ($225.5M/$104.5B)
VISA INC.
Shares:637.2K
Value:$223.3M
% of Portfolio:0.2% ($223.3M/$104.5B)
46432F842
Shares:2.9M
Value:$220.2M
% of Portfolio:0.2% ($220.2M/$104.5B)
25434V724
Shares:5.3M
Value:$218.2M
% of Portfolio:0.2% ($218.2M/$104.5B)
25434V401
Shares:3.6M
Value:$215.3M
% of Portfolio:0.2% ($215.3M/$104.5B)
921908844
Shares:1.1M
Value:$214.7M
% of Portfolio:0.2% ($214.7M/$104.5B)
EXXON MOBIL CORP
Shares:1.8M
Value:$211.6M
% of Portfolio:0.2% ($211.6M/$104.5B)
ELI LILLY & Co
Shares:256.2K
Value:$211.6M
% of Portfolio:0.2% ($211.6M/$104.5B)
464287622
Shares:656.6K
Value:$201.4M
% of Portfolio:0.2% ($201.4M/$104.5B)