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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381430396

78176(-3.6%)

Value:

$6.2B(-7.8%)

GE HealthCare Technologies Inc.

GEHC|36266G107

76699(+22.0%)

Value:

$6.2B(+26.0%)

Reddit, Inc.

RDDT|75734B100

58898(+1157.7%)

Value:

$6.2B(+707.3%)

DEVON ENERGY CORP/DE

DVN|25179M103

164714(+61.5%)

Value:

$6.2B(+84.5%)

AGNICO EAGLE MINES LTD

AEM|008474108

56638(+23.0%)

Value:

$6.1B(+70.5%)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

25256(+6.5%)

Value:

$6.1B(+14.3%)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

62572(-7.2%)

Value:

$6.1B(-10.9%)

SEMPRA

SRE|816851109

85426(-2.1%)

Value:

$6.1B(-20.3%)

JABIL INC

JBL|466313103

44427(+9.7%)

Value:

$6.0B(+3.7%)

EBAY INC

EBAY|278642103

89139(+17.6%)

Value:

$6.0B(+28.5%)

HORTON D R INC /DE/

DHI|23331A109

47442(+14.3%)

Value:

$6.0B(+3.9%)

MCCORMICK & CO INC

MKC|579780206

73272(-42.5%)

Value:

$6.0B(-37.9%)

ATMOS ENERGY CORP

ATO|049560105

38987(+7.7%)

Value:

$6.0B(+19.5%)

46434V647

247980(-3.8%)

Value:

$6.0B(-2.6%)

CBRE GROUP, INC.

CBRE|12504L109

45935(+8.3%)

Value:

$6.0B(+7.8%)

46435U440

126539(+6.2%)

Value:

$6.0B(+7.9%)

87283Q107

156962(+1081.1%)

Value:

$6.0B(+968.4%)

33734X846

94730(-4.0%)

Value:

$6.0B(-4.7%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

10216(+19.9%)

Value:

$5.9B(+17.5%)

DOW INC.

DOW|260557103

169500(-3.1%)

Value:

$5.9B(-15.7%)

Instrument	Shares		Other Manager	Value
(cusip381430396)✕	78.2K	QoQ -3.57% (-2.9K) YoY -9.19% (-7.9K)	All Managers (Combined)	$6.2M	QoQ -7.76% (-$523.6K) YoY -3.78% (-$244.5K)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	76.7K	QoQ +22.02% (+13.8K) YoY -16.53% (-15.2K)	All Managers (Combined)	$6.2M	QoQ +25.97% (+$1.3M) YoY -25.89% (-$2.2M)
Reddit, Inc.(RDDTcusip75734B100)	58.9K	QoQ +1157.69% (+54.2K) YoY NEW(+58.9K)	All Managers (Combined)	$6.2M	QoQ +707.26% (+$5.4M) YoY NEW(+$6.2M)
Devon Energy Corp/De(DVNcusip25179M103)	164.7K	QoQ +61.45% (+62.7K) YoY +76.20% (+71.2K)	All Managers (Combined)	$6.2M	QoQ +84.49% (+$2.8M) YoY +31.32% (+$1.5M)
Agnico Eagle Mines Ltd(AEMcusip008474108)	56.6K	QoQ +23.02% (+10.6K) YoY +125.92% (+31.6K)	All Managers (Combined)	$6.1M	QoQ +70.52% (+$2.5M) YoY +310.61% (+$4.6M)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	25.3K	QoQ +6.53% (+1.6K) YoY +10.79% (+2.5K)	All Managers (Combined)	$6.1M	QoQ +14.25% (+$764.0K) YoY +31.13% (+$1.5M)
Canadian National Railway Co(CNIcusip136375102)	62.6K	QoQ -7.24% (-4.9K) YoY +0.91% (-565)	All Managers (Combined)	$6.1M	QoQ -10.94% (-$749.5K) YoY -25.32% (-$2.1M)
Sempra(SREcusip816851109)	85.4K	QoQ -2.08% (-1.8K) YoY +26.70% (+18.0K)	All Managers (Combined)	$6.1M	QoQ -20.34% (-$1.6M) YoY +25.86% (+$1.3M)
Jabil Inc(JBLcusip466313103)	44.4K	QoQ +9.70% (+3.9K) YoY +32.01% (+10.8K)	All Managers (Combined)	$6.0M	QoQ +3.73% (+$217.8K) YoY +34.10% (+$1.5M)
Ebay Inc(EBAYcusip278642103)	89.1K	QoQ +17.56% (+13.3K) YoY +53.08% (+30.9K)	All Managers (Combined)	$6.0M	QoQ +28.52% (+$1.3M) YoY +96.44% (+$3.0M)
Horton D R Inc /De/(DHIcusip23331A109)	47.4K	QoQ +14.29% (+5.9K) YoY +29.43% (+10.8K)	All Managers (Combined)	$6.0M	QoQ +3.92% (+$227.7K) YoY 0.00% (+$182)
Mccormick & Co Inc(MKCcusip579780206)	73.3K	QoQ -42.46% (-54.1K) YoY -40.10% (-49.1K)	All Managers (Combined)	$6.0M	QoQ -37.88% (-$3.7M) YoY -35.81% (-$3.4M)
Atmos Energy Corp(ATOcusip049560105)	39.0K	QoQ +7.70% (+2.8K) YoY +18.35% (+6.0K)	All Managers (Combined)	$6.0M	QoQ +19.54% (+$985.3K) YoY +53.90% (+$2.1M)
(cusip46434V647)✕	248.0K	QoQ -3.80% (-9.8K) YoY -16.24% (-48.1K)	All Managers (Combined)	$6.0M	QoQ -2.63% (-$163.0K) YoY -14.19% (-$995.3K)
Cbre Group, Inc.(CBREcusip12504L109)	45.9K	QoQ +8.27% (+3.5K) YoY +33.46% (+11.5K)	All Managers (Combined)	$6.0M	QoQ +7.85% (+$437.3K) YoY +79.50% (+$2.7M)
(cusip46435U440)✕	126.5K	QoQ +6.18% (+7.4K) YoY +32.23% (+30.8K)	All Managers (Combined)	$6.0M	QoQ +7.86% (+$437.0K) YoY +33.56% (+$1.5M)
(cusip87283Q107)✕	157.0K	QoQ +1081.14% (+143.7K) YoY NEW(+157.0K)	All Managers (Combined)	$6.0M	QoQ +968.39% (+$5.4M) YoY NEW(+$6.0M)
(cusip33734X846)✕	94.7K	QoQ -4.00% (-4.0K) YoY -12.69% (-13.8K)	All Managers (Combined)	$6.0M	QoQ -4.68% (-$293.2K) YoY -2.45% (-$150.5K)
Monolithic Power Systems Inc(MPWRcusip609839105)	10.2K	QoQ +19.92% (+1.7K) YoY +94.51% (+5.0K)	All Managers (Combined)	$5.9M	QoQ +17.53% (+$884.0K) YoY +66.53% (+$2.4M)
Dow Inc.(DOWcusip260557103)	169.5K	QoQ -3.07% (-5.4K) YoY +23.16% (-31.9K)	All Managers (Combined)	$5.9M	QoQ -15.66% (-$1.1M) YoY -25.75% (-$2.1M)