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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EQT Corp

EQT|26884L109

133428(+32.7%)

Value:

$7.1B(+53.8%)

DR REDDYS LABORATORIES LTD

RDY|256135203

534109(-16.0%)

Value:

$7.0B(-29.8%)

JD.com, Inc.

JD|47215P106

171083(+3.0%)

Value:

$7.0B(+22.2%)

Unum Group

UNM|91529Y106

85923(+1.2%)

Value:

$7.0B(+12.9%)

WOORI FINANCIAL GROUP INC.

WF|981064108

208068(+21.2%)

Value:

$6.9B(+29.4%)

464288638

131873(-4.5%)

Value:

$6.9B(-2.7%)

MANULIFE FINANCIAL CORP

MFC|56501R106

222307(+13.9%)

Value:

$6.9B(+15.5%)

CARDINAL HEALTH INC

CAH|14149Y108

50137(+13.1%)

Value:

$6.9B(+31.8%)

85207H104

285509(+48.9%)

Value:

$6.9B(+77.9%)

HUMANA INC

HUM|444859102

25878(+14.2%)

Value:

$6.8B(+19.1%)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

33038(+23.7%)

Value:

$6.8B(+39.3%)

316092857

249070(-3.1%)

Value:

$6.8B(-1.4%)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

359607(+2.8%)

Value:

$6.8B(-24.3%)

M&T BANK CORP

MTB|55261F104

37955(+22.7%)

Value:

$6.8B(+16.7%)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

77734(+35.1%)

Value:

$6.8B(+61.3%)

Ingersoll Rand Inc.

IR|45687V106

84433(+13.5%)

Value:

$6.8B(+0.4%)

316092782

113056(-2.2%)

Value:

$6.7B(-5.3%)

TE Connectivity plc

TEL|G87052109

47639(+8.9%)

Value:

$6.7B(+7.7%)

464288869

60480(-3.1%)

Value:

$6.7B(-17.5%)

RESMED INC

RMD|761152107

29940(+5.0%)

Value:

$6.7B(+2.8%)

Instrument	Shares		Other Manager	Value
Eqt Corp(EQTcusip26884L109)	133.4K	QoQ +32.74% (+32.9K) YoY +189.35% (+87.3K)	All Managers (Combined)	$7.1M	QoQ +53.82% (+$2.5M) YoY +317.05% (+$5.4M)
Dr Reddys Laboratories Ltd(RDYcusip256135203)	534.1K	QoQ -16.01% (-101.8K) YoY +648.41% (+462.7K)	All Managers (Combined)	$7.0M	QoQ -29.84% (-$3.0M) YoY +34.58% (+$1.8M)
Jd.Com, Inc.(JDcusip47215P106)	171.1K	QoQ +3.01% (+5.0K) YoY -0.34% (-593)	All Managers (Combined)	$7.0M	QoQ +22.18% (+$1.3M) YoY +49.60% (-$2.3M)
Unum Group(UNMcusip91529Y106)	85.9K	QoQ +1.20% (+1.0K) YoY +0.32% (+277)	All Managers (Combined)	$7.0M	QoQ +12.88% (+$799.1K) YoY +52.29% (+$2.4M)
Woori Financial Group Inc.(WFcusip981064108)	208.1K	QoQ +21.16% (+36.4K) YoY +98.84% (+103.4K)	All Managers (Combined)	$6.9M	QoQ +29.42% (+$1.6M) YoY +104.66% (+$3.6M)
(cusip464288638)✕	131.9K	QoQ -4.55% (-6.3K) YoY -8.17% (-11.7K)	All Managers (Combined)	$6.9M	QoQ -2.68% (-$190.8K) YoY -6.53% (-$484.6K)
Manulife Financial Corp(MFCcusip56501R106)	222.3K	QoQ +13.86% (+27.1K) YoY +33.28% (+55.5K)	All Managers (Combined)	$6.9M	QoQ +15.49% (+$929.3K) YoY +66.14% (+$2.8M)
Cardinal Health Inc(CAHcusip14149Y108)	50.1K	QoQ +13.12% (+5.8K) YoY +20.94% (+8.7K)	All Managers (Combined)	$6.9M	QoQ +31.77% (+$1.7M) YoY +48.89% (+$2.3M)
(cusip85207H104)✕	285.5K	QoQ +48.93% (+93.8K) YoY +50.23% (+95.5K)	All Managers (Combined)	$6.9M	QoQ +77.92% (+$3.0M) YoY +108.93% (+$3.6M)
Humana Inc(HUMcusip444859102)	25.9K	QoQ +14.21% (+3.2K) YoY +12.25% (-2.8K)	All Managers (Combined)	$6.8M	QoQ +19.11% (+$1.1M) YoY -14.33% (-$1.1M)
Take Two Interactive Software Inc(TTWOcusip874054109)	33.0K	QoQ +23.74% (+6.3K) YoY +60.66% (+12.5K)	All Managers (Combined)	$6.8M	QoQ +39.32% (+$1.9M) YoY +124.24% (+$3.8M)
(cusip316092857)✕	249.1K	QoQ -3.07% (-7.9K) YoY -11.20% (-31.4K)	All Managers (Combined)	$6.8M	QoQ -1.45% (-$101.2K) YoY -6.50% (-$476.0K)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	359.6K	QoQ +2.76% (-9.7K) YoY -26.85% (-132.0K)	All Managers (Combined)	$6.8M	QoQ -24.27% (-$2.2M) YoY -33.74% (-$3.5M)
M&T Bank Corp(MTBcusip55261F104)	38.0K	QoQ +22.70% (+7.0K) YoY +51.32% (+12.9K)	All Managers (Combined)	$6.8M	QoQ +16.66% (+$968.9K) YoY +85.98% (+$3.1M)
American International Group, Inc.(AIGcusip026874784)	77.7K	QoQ +35.09% (+20.2K) YoY +79.56% (+34.4K)	All Managers (Combined)	$6.8M	QoQ +61.33% (+$2.6M) YoY +99.71% (+$3.4M)
Ingersoll Rand Inc.(IRcusip45687V106)	84.4K	QoQ +13.46% (+10.0K) YoY +39.09% (+23.7K)	All Managers (Combined)	$6.8M	QoQ +0.38% (+$26.0K) YoY +17.23% (+$993.5K)
(cusip316092782)✕	113.1K	QoQ -2.24% (-2.6K) YoY -5.46% (-6.5K)	All Managers (Combined)	$6.7M	QoQ -5.31% (-$378.0K) YoY -1.25% (-$85.6K)
Te Connectivity Plc(TELcusipG87052109)	47.6K	QoQ +8.90% (+3.9K) YoY NEW(+47.6K)	All Managers (Combined)	$6.7M	QoQ +7.65% (+$478.5K) YoY NEW(+$6.7M)
(cusip464288869)✕	60.5K	QoQ -3.07% (-1.9K) YoY -14.61% (-10.4K)	All Managers (Combined)	$6.7M	QoQ -17.54% (-$1.4M) YoY -21.85% (-$1.9M)
Resmed Inc(RMDcusip761152107)	29.9K	QoQ +5.02% (+1.4K) YoY +29.05% (+6.7K)	All Managers (Combined)	$6.7M	QoQ +2.80% (+$182.6K) YoY +45.87% (+$2.1M)