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 33 of 172
EVERSOURCE ENERGY
ES|30040W108
Shares:
95115(+5.2%)
Value:
$5.9B(+13.8%)
MACERICH CO
MAC|554382101
Shares:
340050(+9.0%)
Value:
$5.8B(-6.0%)
464288257
464288257
Shares:
49959(+10.2%)
Value:
$5.8B(+9.2%)
808524748
808524748
Shares:
159369(+3.9%)
Value:
$5.8B(+10.2%)
389637109
389637109
Shares:
88403(+12.1%)
Value:
$5.8B(-1.3%)
BERKLEY W R CORP
WRB|084423102
Shares:
80345(+5.3%)
Value:
$5.7B(+28.1%)
46428Q109
46428Q109
Shares:
184449(+13.5%)
Value:
$5.7B(+33.6%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
Shares:
31039(-42.5%)
Value:
$5.7B(-52.3%)
RAYMOND JAMES FINANCIAL INC
RJF|754730109
Shares:
40766(+14.8%)
Value:
$5.7B(+2.6%)
464288802
464288802
Shares:
49054(-5.2%)
Value:
$5.6B(-10.4%)
United Airlines Holdings, Inc.
UAL|910047109
Shares:
81502(-9.9%)
Value:
$5.6B(-35.9%)
Monster Beverage Corp
MNST|61174X109
Shares:
95816(-2.6%)
Value:
$5.6B(+8.4%)
97717W588
97717W588
Shares:
93913(-1.8%)
Value:
$5.6B(-4.8%)
98149E303
98149E303
Shares:
89829(+186.7%)
Value:
$5.6B(+241.3%)
Bank First Corp
BFC|06211J100
Shares:
54995(+4.3%)
Value:
$5.5B(+6.0%)
RIO TINTO PLC
RIO|767204100
Shares:
91730(-13.8%)
Value:
$5.5B(-11.9%)
921932505
VOOG|921932505
Shares:
16449(+1.0%)
Value:
$5.5B(-7.7%)
92647N782
92647N782
Shares:
80278(-3.3%)
Value:
$5.5B(-3.9%)
OGE ENERGY CORP.
OGE|670837103
Shares:
119400(-1.3%)
Value:
$5.5B(+10.0%)
IQVIA HOLDINGS INC.
IQV|46266C105
Shares:
31100(+27.0%)
Value:
$5.5B(+13.9%)