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 59 of 172
Avery Dennison Corp
Shares:11.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
GDS Holdings Ltd
Shares:78.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Matson, Inc.
Shares:15.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
WEYERHAEUSER CO
Shares:67.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Doximity, Inc.
Shares:34.0K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
TELUS International (Cda) Inc.
Shares:731.0K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Ferguson Enterprises Inc. /DE/
Shares:12.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
BALCHEM CORP
Shares:11.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
ADVANCED DRAINAGE SYSTEMS, INC.
Shares:18.1K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Healthcare Realty Trust Inc
Shares:116.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
Qifu Technology, Inc.
Shares:43.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
800363103
Shares:69.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
HEICO CORP
Shares:7.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$104.5B)
STIFEL FINANCIAL CORP
Shares:20.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)
INTERPUBLIC GROUP OF COMPANIES, INC.
Shares:71.5K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)
AGNC Investment Corp.
Shares:202.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)
Brookfield Infrastructure Partners L.P.
Shares:64.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)
ESTEE LAUDER COMPANIES INC
Shares:29.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)
00774Q346
Shares:56.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)
74347B557
Shares:21.1K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$104.5B)