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
Search and click to pin securities to the top
Page 59 of 172
Avery Dennison Corp
AVY|053611109
Shares:
11170(+3.8%)
Value:
$2.0B(-1.3%)
GDS Holdings Ltd
GDS|36165L108
Shares:
78436(+166.1%)
Value:
$2.0B(+183.7%)
Matson, Inc.
MATX|57686G105
Shares:
15500(-10.6%)
Value:
$2.0B(-15.0%)
WEYERHAEUSER CO
WY|962166104
Shares:
67421(+7.1%)
Value:
$2.0B(+11.4%)
Doximity, Inc.
DOCS|26622P107
Shares:
34012(+28.4%)
Value:
$2.0B(+39.6%)
TELUS International (Cda) Inc.
TIXT|87975H100
Shares:
731047(+0.0%)
Value:
$2.0B(-31.4%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
12269(+42.0%)
Value:
$2.0B(+31.0%)
BALCHEM CORP
BCPC|057665200
Shares:
11840(+9.3%)
Value:
$2.0B(+11.3%)
ADVANCED DRAINAGE SYSTEMS, INC.
WMS|00790R104
Shares:
18086(+51.7%)
Value:
$2.0B(+42.6%)
Healthcare Realty Trust Inc
HR|42226K105
Shares:
116266(-10.3%)
Value:
$2.0B(-10.6%)
Qifu Technology, Inc.
QFIN|88557W101
Shares:
43538(+18.7%)
Value:
$2.0B(+38.9%)
800363103
800363103
Shares:
69948(+1.6%)
Value:
$2.0B(-15.8%)
HEICO CORP
HEI|422806109
Shares:
7301(+20.9%)
Value:
$2.0B(+35.9%)
STIFEL FINANCIAL CORP
SF|860630102
Shares:
20623(+33.0%)
Value:
$1.9B(+18.2%)
INTERPUBLIC GROUP OF COMPANIES, INC.
IPG|460690100
Shares:
71545(-11.4%)
Value:
$1.9B(-14.1%)
AGNC Investment Corp.
AGNC|00123Q104
Shares:
202574(+0.9%)
Value:
$1.9B(+5.0%)
Brookfield Infrastructure Partners L.P.
BIP|G16252101
Shares:
64888(-7.7%)
Value:
$1.9B(-13.6%)
ESTEE LAUDER COMPANIES INC
EL|518439104
Shares:
29209(-27.2%)
Value:
$1.9B(-35.9%)
00774Q346
00774Q346
Shares:
56238
Value:
$1.9B
74347B557
74347B557
Shares:
21084(+18.4%)
Value:
$1.9B(+17.8%)