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 8 of 172
BENTLEY SYSTEMS INC
BSY|08265T208
Shares:
1355772(+0.8%)
Value:
$53.3B(-15.1%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
117990(+8.9%)
Value:
$52.7B(+0.1%)
LOWES COMPANIES INC
LOW|548661107
Shares:
225797(+1.6%)
Value:
$52.7B(-4.0%)
Blackstone Secured Lending Fund
BXSL|09261X102
Shares:
1625598(-0.7%)
Value:
$52.6B(-0.5%)
ADOBE INC.
ADBE|00724F101
Shares:
135844(-16.9%)
Value:
$52.1B(-28.3%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
245504(-0.3%)
Value:
$52.0B(-6.6%)
BOEING CO
BA|097023105
Shares:
303327(+0.3%)
Value:
$51.7B(-3.3%)
464287242
464287242
Shares:
470449(+0.4%)
Value:
$51.1B(+2.1%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
102683(-1.7%)
Value:
$51.1B(-5.9%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
93243(+10.1%)
Value:
$50.9B(+5.0%)
FISERV INC
FI|337738108
Shares:
226436(+8.7%)
Value:
$50.0B(+16.9%)
921946794
VYMI|921946794
Shares:
670971(-1.0%)
Value:
$49.4B(+7.4%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
183535(+7.6%)
Value:
$49.4B(-2.4%)
025072703
AVDE|025072703
Shares:
741046(-5.1%)
Value:
$49.1B(+2.5%)
NIKE, Inc.
NKE|654106103
Shares:
772204(+12.5%)
Value:
$49.0B(-5.6%)
371927104
371927104
Shares:
3105454(+0.0%)
Value:
$48.7B(+55.2%)
46434G764
EMXC|46434G764
Shares:
876973(+22.5%)
Value:
$48.3B(+21.7%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
1045741(+15.7%)
Value:
$47.4B(+31.3%)
97717X594
97717X594
Shares:
1092677(+2.8%)
Value:
$47.4B(+2.6%)
808524300
SCHG|808524300
Shares:
1881483(+3.0%)
Value:
$47.1B(-7.5%)