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

Search and click to pin securities to the top

Page 5 of 172

Sort by:

78464A805

1812788(+448.2%)

Value:

$123.3B(+422.0%)

78468R853

3016410(-3.8%)

Value:

$122.9B(-12.7%)

921910733

ESGV|921910733

1253912(+0.8%)

Value:

$122.8B(-5.8%)

464287655

IWM|464287655

603746(+1.7%)

Value:

$120.4B(-8.1%)

ABBOTT LABORATORIES

ABT|002824100

891514(+8.6%)

Value:

$118.3B(+27.4%)

00162Q452

2269202(-1.3%)

Value:

$117.9B(+6.5%)

UNITEDHEALTH GROUP INC

UNH|91324P102

223939(+8.0%)

Value:

$117.3B(+11.8%)

922908744

VTV|922908744

678416(+1.8%)

Value:

$117.2B(+3.9%)

NETFLIX INC

NFLX|64110L106

124269(+5.7%)

Value:

$115.9B(+10.6%)

ORACLE CORP

ORCL|68389X105

826192(+7.4%)

Value:

$115.5B(-9.9%)

MCDONALDS CORP

MCD|580135101

362292(+1.8%)

Value:

$113.2B(+9.7%)

922908736

VUG|922908736

297378(+1.0%)

Value:

$110.3B(-8.8%)

97717W307

DLN|97717W307

1384297(-0.1%)

Value:

$109.9B(+1.9%)

CHEVRON CORP

CVX|166764100

645636(+5.0%)

Value:

$108.0B(+21.3%)

025072885

1155709(-6.8%)

Value:

$106.8B(-11.2%)

808524607

SCHA|808524607

4549705(+0.6%)

Value:

$106.6B(-8.9%)

37954Y343

1949370(-1.8%)

Value:

$103.8B(+5.8%)

464287598

IWD|464287598

534459(+0.5%)

Value:

$100.6B(+2.2%)

97717W315

2182851(-2.1%)

Value:

$91.9B(+1.7%)

46641Q399

BBUS|46641Q399

892948(+11499.7%)

Value:

$90.1B(+10948.9%)

Instrument	Shares		Other Manager	Value
(cusip78464A805)✕	1.8M	QoQ +448.23% (+1.5M) YoY +1157.98% (+1.7M)	All Managers (Combined)	$123.3M	QoQ +421.98% (+$99.7M) YoY +1233.68% (+$114.0M)
(cusip78468R853)✕	3.0M	QoQ -3.77% (-118.4K) YoY -5.84% (-187.2K)	All Managers (Combined)	$122.9M	QoQ -12.68% (-$17.9M) YoY -10.83% (-$14.9M)
(ESGVcusip921910733)	1.3M	QoQ +0.81% (-10.2K) YoY +8.54% (+98.8K)	All Managers (Combined)	$122.8M	QoQ -5.85% (-$7.6M) YoY +14.09% (+$15.2M)
(IWMcusip464287655)	603.7K	QoQ +1.74% (-10.3K) YoY +5.57% (+31.9K)	All Managers (Combined)	$120.4M	QoQ -8.14% (-$10.7M) YoY +0.15% (+$180.9K)
Abbott Laboratories(ABTcusip002824100)	891.5K	QoQ +8.64% (+70.9K) YoY +14.63% (+113.8K)	All Managers (Combined)	$118.3M	QoQ +27.40% (+$25.4M) YoY +33.78% (+$29.9M)
(cusip00162Q452)✕	2.3M	QoQ -1.28% (-29.5K) YoY -5.08% (-121.6K)	All Managers (Combined)	$117.9M	QoQ +6.46% (-$7.2M) YoY +3.87% (-$4.4M)
Unitedhealth Group Inc(UNHcusip91324P102)	223.9K	QoQ +8.01% (+16.6K) YoY +17.82% (+33.9K)	All Managers (Combined)	$117.3M	QoQ +11.83% (+$12.4M) YoY +24.74% (+$23.3M)
(VTVcusip922908744)	678.4K	QoQ +1.83% (+12.2K) YoY +8.85% (+55.2K)	All Managers (Combined)	$117.2M	QoQ +3.90% (+$4.4M) YoY +15.46% (+$15.7M)
Netflix Inc(NFLXcusip64110L106)	124.3K	QoQ +5.67% (+6.7K) YoY +29.99% (+28.7K)	All Managers (Combined)	$115.9M	QoQ +10.55% (+$11.1M) YoY +99.59% (+$57.8M)
Oracle Corp(ORCLcusip68389X105)	826.2K	QoQ +7.38% (-56.8K) YoY +36.54% (+221.1K)	All Managers (Combined)	$115.5M	QoQ -9.90% (-$12.7M) YoY +51.98% (+$39.5M)
Mcdonalds Corp(MCDcusip580135101)	362.3K	QoQ +1.76% (+6.3K) YoY +6.96% (+23.6K)	All Managers (Combined)	$113.2M	QoQ +9.66% (+$10.0M) YoY +18.50% (+$17.7M)
(VUGcusip922908736)	297.4K	QoQ +0.98% (-2.9K) YoY +11.49% (+30.7K)	All Managers (Combined)	$110.3M	QoQ -8.76% (-$10.6M) YoY +20.11% (+$18.5M)
(DLNcusip97717W307)	1.4M	QoQ -0.13% (-1.9K) YoY -5.23% (-76.5K)	All Managers (Combined)	$109.9M	QoQ +1.88% (-$2.0M) YoY +4.18% (-$4.4M)
Chevron Corp(CVXcusip166764100)	645.6K	QoQ +4.98% (+30.6K) YoY +15.42% (+86.3K)	All Managers (Combined)	$108.0M	QoQ +21.25% (+$18.9M) YoY +22.41% (+$19.8M)
(cusip025072885)✕	1.2M	QoQ -6.77% (-84.0K) YoY -14.05% (-189.0K)	All Managers (Combined)	$106.8M	QoQ -11.15% (-$13.4M) YoY -11.28% (-$13.6M)
(SCHAcusip808524607)	4.5M	QoQ +0.55% (-25.1K) YoY +88.04% (-2.1M)	All Managers (Combined)	$106.6M	QoQ -8.89% (-$10.4M) YoY -10.52% (-$12.5M)
(cusip37954Y343)✕	1.9M	QoQ -1.79% (-35.7K) YoY -3.66% (-74.2K)	All Managers (Combined)	$103.8M	QoQ +5.79% (-$5.7M) YoY +6.34% (-$6.2M)
(IWDcusip464287598)	534.5K	QoQ +0.52% (+2.8K) YoY +1.95% (+10.2K)	All Managers (Combined)	$100.6M	QoQ +2.16% (+$2.1M) YoY +7.10% (+$6.7M)
(cusip97717W315)✕	2.2M	QoQ -2.13% (-47.6K) YoY -2.44% (-54.6K)	All Managers (Combined)	$91.9M	QoQ +1.70% (-$1.5M) YoY -1.88% (-$1.8M)
(BBUScusip46641Q399)	892.9K	QoQ +11499.74% (+885.3K) YoY NEW(+892.9K)	All Managers (Combined)	$90.1M	QoQ +10948.90% (+$89.3M) YoY NEW(+$90.1M)