Creative Planning
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001540235
- Manager Name
- Creative Planning
Data Enrichment
78% identified3,087 identified847 unidentified
Holdings
3,934 positions
Manager:
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Page 59 of 172
800363103
Shares:
69948(+1.6%)
Value:
$2.0B(-15.8%)
00774Q346
Shares:
56238
Value:
$1.9B
74347B557
Shares:
21084(+18.4%)
Value:
$1.9B(+17.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.2K | All Managers (Combined) | $2.0M | |||
Gds Holdings Ltd(GDScusip36165L108) | 78.4K | All Managers (Combined) | $2.0M | ||
Matson, Inc.(MATXcusip57686G105) | 15.5K | All Managers (Combined) | $2.0M | ||
Weyerhaeuser Co(WYcusip962166104) | 67.4K | All Managers (Combined) | $2.0M | ||
Doximity, Inc.(DOCScusip26622P107) | 34.0K | All Managers (Combined) | $2.0M | ||
731.0K | All Managers (Combined) | $2.0M | |||
12.3K | YoY NEW(+12.3K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
Balchem Corp(BCPCcusip057665200) | 11.8K | All Managers (Combined) | $2.0M | ||
18.1K | All Managers (Combined) | $2.0M | |||
116.3K | All Managers (Combined) | $2.0M | |||
43.5K | All Managers (Combined) | $2.0M | |||
(cusip800363103)✕ | 69.9K | All Managers (Combined) | $2.0M | ||
Heico Corp(HEIcusip422806109) | 7.3K | All Managers (Combined) | $2.0M | ||
20.6K | All Managers (Combined) | $1.9M | |||
71.5K | All Managers (Combined) | $1.9M | |||
202.6K | All Managers (Combined) | $1.9M | |||
64.9K | All Managers (Combined) | $1.9M | |||
29.2K | All Managers (Combined) | $1.9M | |||
(cusip00774Q346)✕ | 56.2K | QoQ NEW(+56.2K) YoY NEW(+56.2K) | All Managers (Combined) | $1.9M | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
(cusip74347B557)✕ | 21.1K | All Managers (Combined) | $1.9M |