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 96 of 172
TransMedics Group, Inc.
Shares:11.6K
Value:$780.3K
% of Portfolio:0.0% ($780.3K/$104.5B)
92189H409
Shares:15.2K
Value:$780.3K
% of Portfolio:0.0% ($780.3K/$104.5B)
MARRIOTT VACATIONS WORLDWIDE Corp
Shares:12.1K
Value:$779.9K
% of Portfolio:0.0% ($779.9K/$104.5B)
78464A672
Shares:27.3K
Value:$779.4K
% of Portfolio:0.0% ($779.4K/$104.5B)
LENNAR CORP /NEW/
Shares:7.1K
Value:$778.4K
% of Portfolio:0.0% ($778.4K/$104.5B)
316092402
Shares:30.4K
Value:$777.3K
% of Portfolio:0.0% ($777.3K/$104.5B)
92189F791
Shares:13.5K
Value:$774.8K
% of Portfolio:0.0% ($774.8K/$104.5B)
JUNIPER NETWORKS INC
Shares:21.4K
Value:$774.7K
% of Portfolio:0.0% ($774.7K/$104.5B)
37954Y848
Shares:19.6K
Value:$774.4K
% of Portfolio:0.0% ($774.4K/$104.5B)
CEVA INC
Shares:30.2K
Value:$773.3K
% of Portfolio:0.0% ($773.3K/$104.5B)
AUDIOEYE INC
Shares:69.6K
Value:$772.7K
% of Portfolio:0.0% ($772.7K/$104.5B)
Nuveen California Quality Municipal Income Fund
Shares:68.7K
Value:$772.6K
% of Portfolio:0.0% ($772.6K/$104.5B)
EPLUS INC
Shares:12.7K
Value:$772.5K
% of Portfolio:0.0% ($772.5K/$104.5B)
FEDERAL REALTY INVESTMENT TRUST
Shares:7.9K
Value:$771.6K
% of Portfolio:0.0% ($771.6K/$104.5B)
92206C847
Shares:13.4K
Value:$771.1K
% of Portfolio:0.0% ($771.1K/$104.5B)
Morningstar, Inc.
Shares:2.6K
Value:$770.7K
% of Portfolio:0.0% ($770.7K/$104.5B)
33939L407
Shares:19.8K
Value:$769.5K
% of Portfolio:0.0% ($769.5K/$104.5B)
TechnipFMC plc
Shares:24.3K
Value:$768.5K
% of Portfolio:0.0% ($768.5K/$104.5B)
PAR TECHNOLOGY CORP
Shares:12.5K
Value:$765.5K
% of Portfolio:0.0% ($765.5K/$104.5B)
INTERFACE INC
Shares:38.6K
Value:$764.9K
% of Portfolio:0.0% ($764.9K/$104.5B)