Creative Planning
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001540235
- Manager Name
- Creative Planning
Data Enrichment
78% identified3,087 identified847 unidentified
Holdings
3,934 positions
Manager:
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Page 42 of 172
74347R206
Shares:
40707(+0.7%)
Value:
$3.6B(-17.3%)
74347X831
Shares:
62958(-7.8%)
Value:
$3.6B(-33.2%)
78464A631
Shares:
22357(+5.3%)
Value:
$3.6B(+2.0%)
92204A108
Shares:
10810(+1.9%)
Value:
$3.5B(-11.6%)
46434V696
Shares:
56279(+7.7%)
Value:
$3.5B(+9.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip74347R206)✕ | 40.7K | All Managers (Combined) | $3.6M | ||
Smith A O Corp(AOScusip831865209) | 55.4K | All Managers (Combined) | $3.6M | ||
(cusip74347X831)✕ | 63.0K | All Managers (Combined) | $3.6M | ||
(cusip78464A631)✕ | 22.4K | All Managers (Combined) | $3.6M | ||
Prudential Plc(PUKcusip74435K204) | 167.1K | All Managers (Combined) | $3.6M | ||
Trex Co Inc(TREXcusip89531P105) | 61.3K | All Managers (Combined) | $3.6M | ||
15.8K | All Managers (Combined) | $3.6M | |||
15.3K | YoY NEW(+15.3K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
Godaddy Inc.(GDDYcusip380237107) | 19.7K | All Managers (Combined) | $3.6M | ||
68.3K | All Managers (Combined) | $3.6M | |||
Masco Corp /De/(MAScusip574599106) | 51.0K | All Managers (Combined) | $3.5M | ||
Diageo Plc(DEOcusip25243Q205) | 33.7K | All Managers (Combined) | $3.5M | ||
2.6K | QoQ +2.55% (+65) | All Managers (Combined) | $3.5M | ||
31.7K | All Managers (Combined) | $3.5M | |||
(cusip92204A108)✕ | 10.8K | QoQ +1.94% (-206)YoY +5.00% (+515) | All Managers (Combined) | $3.5M | |
Watsco Inc(WSOcusip942622200) | 6.9K | All Managers (Combined) | $3.5M | ||
(cusip46434V696)✕ | 56.3K | All Managers (Combined) | $3.5M | ||
31.3K | All Managers (Combined) | $3.5M | |||
19.3K | All Managers (Combined) | $3.5M | |||
197.5K | All Managers (Combined) | $3.5M |