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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WASHINGTON TRUST BANCORP INC
Shares:65.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Axsome Therapeutics, Inc.
Shares:17.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
SEABOARD CORP /DE/
Shares:753
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
GROUP 1 AUTOMOTIVE INC
Shares:5.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
POOL CORP
Shares:6.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
464288224
Shares:177.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
PARK NATIONAL CORP /OH/
Shares:13.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
97717Y527
Shares:40.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
37954Y889
Shares:29.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
CareTrust REIT, Inc.
Shares:70.7K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
DOLLAR TREE, INC.
Shares:26.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Solventum Corp
Shares:26.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Paycom Software, Inc.
Shares:9.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
85207K107
Shares:172.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
46138E727
Shares:92.0K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Nuveen AMT-Free Municipal Credit Income Fund
Shares:161.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
97717W208
Shares:20.1K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
46436E858
Shares:87.0K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
FIRSTENERGY CORP
Shares:49.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
AMDOCS LTD
Shares:21.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)