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
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Page 7 of 172
Philip Morris International Inc.
PM|718172109
Shares:
432378(+11.3%)
Value:
$68.6B(+46.7%)
92206C409
92206C409
Shares:
854953(+17.8%)
Value:
$67.5B(+19.2%)
025072604
AVEM|025072604
Shares:
1109189(-4.3%)
Value:
$66.7B(-2.0%)
UNION PACIFIC CORP
UNP|907818108
Shares:
280750(+5.1%)
Value:
$66.3B(+8.9%)
922042718
VSS|922042718
Shares:
570606(+13.1%)
Value:
$66.0B(+14.3%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
998356(+5.8%)
Value:
$65.9B(+8.9%)
46434G863
46434G863
Shares:
1863735(+1.7%)
Value:
$65.1B(+6.5%)
Walt Disney Co
DIS|254687106
Shares:
643032(+7.7%)
Value:
$63.5B(-3.0%)
78464A763
SDY|78464A763
Shares:
464218(+2.8%)
Value:
$63.0B(+5.5%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
878623(+4.9%)
Value:
$62.3B(+3.7%)
Arista Networks, Inc.
ANET|040413205
Shares:
794786(+83.9%)
Value:
$61.6B(+28.9%)
922908611
VBR|922908611
Shares:
320032(-2.4%)
Value:
$59.6B(-8.3%)
78464A409
SPYG|78464A409
Shares:
730549(-0.0%)
Value:
$58.7B(-8.6%)
464287499
IWR|464287499
Shares:
679763(+12.0%)
Value:
$57.8B(+7.7%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
200172(+11.6%)
Value:
$57.7B(+32.8%)
Eaton Corp plc
ETN|G29183103
Shares:
212032(+20.1%)
Value:
$57.6B(-1.6%)
46435U663
46435U663
Shares:
1454427(+1.8%)
Value:
$55.9B(-7.0%)
AT&T INC.
T|00206R102
Shares:
1954343(+7.4%)
Value:
$55.3B(+33.4%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
155770(+2.6%)
Value:
$54.9B(+5.8%)
464287309
IVW|464287309
Shares:
577772(+0.2%)
Value:
$53.6B(-8.3%)