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:
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EVERSOURCE ENERGY
Shares:95.1K
Value:$5.9M
% of Portfolio:0.0% ($5.9M/$104.5B)
MACERICH CO
Shares:340.1K
Value:$5.8M
% of Portfolio:0.0% ($5.8M/$104.5B)
464288257
Shares:50.0K
Value:$5.8M
% of Portfolio:0.0% ($5.8M/$104.5B)
808524748
Shares:159.4K
Value:$5.8M
% of Portfolio:0.0% ($5.8M/$104.5B)
389637109
Shares:88.4K
Value:$5.8M
% of Portfolio:0.0% ($5.8M/$104.5B)
BERKLEY W R CORP
Shares:80.3K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$104.5B)
46428Q109
Shares:184.4K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$104.5B)
CONSTELLATION BRANDS, INC.
Shares:31.0K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$104.5B)
RAYMOND JAMES FINANCIAL INC
Shares:40.8K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$104.5B)
464288802
Shares:49.1K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$104.5B)
United Airlines Holdings, Inc.
Shares:81.5K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$104.5B)
Monster Beverage Corp
Shares:95.8K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$104.5B)
97717W588
Shares:93.9K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$104.5B)
98149E303
Shares:89.8K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$104.5B)
Bank First Corp
Shares:55.0K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$104.5B)
RIO TINTO PLC
Shares:91.7K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$104.5B)
921932505
Shares:16.4K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$104.5B)
92647N782
Shares:80.3K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$104.5B)
OGE ENERGY CORP.
Shares:119.4K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$104.5B)
IQVIA HOLDINGS INC.
Shares:31.1K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$104.5B)