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 45 of 172
Walgreens Boots Alliance, Inc.
WBA|931427108
Shares:
287399(-15.9%)
Value:
$3.2B(+0.7%)
SouthState Corp
SSB|840441109
Shares:
34430(+38.4%)
Value:
$3.2B(+29.1%)
EXELIXIS, INC.
EXEL|30161Q104
Shares:
86277(+7.0%)
Value:
$3.2B(+18.7%)
CARVANA CO.
CVNA|146869102
Shares:
15183(+3.9%)
Value:
$3.2B(+6.8%)
Wendy's Co
WEN|95058W100
Shares:
216775(+6.0%)
Value:
$3.2B(-4.8%)
AerCap Holdings N.V.
AER|N00985106
Shares:
30996(+6.4%)
Value:
$3.2B(+13.6%)
CMS ENERGY CORP
CMS|125896100
Shares:
42118(+3.1%)
Value:
$3.2B(+16.2%)
InterDigital, Inc.
IDCC|45867G101
Shares:
15299(+62.6%)
Value:
$3.2B(+73.6%)
Zoom Communications, Inc.
ZM|98980L101
Shares:
42836(+8.8%)
Value:
$3.2B(-1.7%)
Veralto Corp
VLTO|92338C103
Shares:
32330(+8.4%)
Value:
$3.2B(+3.8%)
46138J783
46138J783
Shares:
160234(+46.3%)
Value:
$3.1B(+47.1%)
Essential Utilities, Inc.
WTRG|29670G102
Shares:
79386(-2.4%)
Value:
$3.1B(+6.3%)
Science Applications International Corp
SAIC|808625107
Shares:
27934(+13.8%)
Value:
$3.1B(+14.3%)
PIPER SANDLER COMPANIES
PIPR|724078100
Shares:
12649(+11.3%)
Value:
$3.1B(-8.1%)
Expedia Group, Inc.
EXPE|30212P303
Shares:
18585(+15.5%)
Value:
$3.1B(+4.2%)
46138E537
46138E537
Shares:
135543(+1272.0%)
Value:
$3.1B(+1238.9%)
FIRST FINANCIAL CORP /IN/
THFF|320218100
Shares:
63642(+11.8%)
Value:
$3.1B(+18.5%)
MID AMERICA APARTMENT COMMUNITIES INC.
MAA|59522J103
Shares:
18588(-2.9%)
Value:
$3.1B(+5.3%)
Lantheus Holdings, Inc.
LNTH|516544103
Shares:
31778(+29.0%)
Value:
$3.1B(+40.7%)
CRH PUBLIC LTD CO
CRH|G25508105
Shares:
34925(-1.2%)
Value:
$3.1B(-6.0%)