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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Page 5 of 172
78464A805
Shares:1.8M
Value:$123.3M
% of Portfolio:0.1% ($123.3M/$104.5B)
78468R853
Shares:3.0M
Value:$122.9M
% of Portfolio:0.1% ($122.9M/$104.5B)
921910733
Shares:1.3M
Value:$122.8M
% of Portfolio:0.1% ($122.8M/$104.5B)
464287655
Shares:603.7K
Value:$120.4M
% of Portfolio:0.1% ($120.4M/$104.5B)
ABBOTT LABORATORIES
Shares:891.5K
Value:$118.3M
% of Portfolio:0.1% ($118.3M/$104.5B)
00162Q452
Shares:2.3M
Value:$117.9M
% of Portfolio:0.1% ($117.9M/$104.5B)
UNITEDHEALTH GROUP INC
Shares:223.9K
Value:$117.3M
% of Portfolio:0.1% ($117.3M/$104.5B)
922908744
Shares:678.4K
Value:$117.2M
% of Portfolio:0.1% ($117.2M/$104.5B)
NETFLIX INC
Shares:124.3K
Value:$115.9M
% of Portfolio:0.1% ($115.9M/$104.5B)
ORACLE CORP
Shares:826.2K
Value:$115.5M
% of Portfolio:0.1% ($115.5M/$104.5B)
MCDONALDS CORP
Shares:362.3K
Value:$113.2M
% of Portfolio:0.1% ($113.2M/$104.5B)
922908736
Shares:297.4K
Value:$110.3M
% of Portfolio:0.1% ($110.3M/$104.5B)
97717W307
Shares:1.4M
Value:$109.9M
% of Portfolio:0.1% ($109.9M/$104.5B)
CHEVRON CORP
Shares:645.6K
Value:$108.0M
% of Portfolio:0.1% ($108.0M/$104.5B)
025072885
Shares:1.2M
Value:$106.8M
% of Portfolio:0.1% ($106.8M/$104.5B)
808524607
Shares:4.5M
Value:$106.6M
% of Portfolio:0.1% ($106.6M/$104.5B)
37954Y343
Shares:1.9M
Value:$103.8M
% of Portfolio:0.1% ($103.8M/$104.5B)
464287598
Shares:534.5K
Value:$100.6M
% of Portfolio:0.1% ($100.6M/$104.5B)
97717W315
Shares:2.2M
Value:$91.9M
% of Portfolio:0.1% ($91.9M/$104.5B)
46641Q399
Shares:892.9K
Value:$90.1M
% of Portfolio:0.1% ($90.1M/$104.5B)