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
Manager:
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Page 98 of 172
BWX Technologies, Inc.
Shares:7.6K
Value:$745.5K
Amalgamated Financial Corp.
Shares:25.9K
Value:$743.8K
UiPath, Inc.
Shares:72.2K
Value:$743.3K
Equitable Holdings, Inc.
Shares:14.2K
Value:$741.7K
Rithm Capital Corp.
Shares:64.8K
Value:$741.4K
RUSH ENTERPRISES INC \TX\
Shares:13.9K
Value:$740.9K
XP Inc.
Shares:53.9K
Value:$740.8K
88023U101
Shares:12.4K
Value:$739.9K
46436E510
Shares:19.9K
Value:$739.8K
91232N207
Shares:9.6K
Value:$738.6K
MGE ENERGY INC
Shares:7.9K
Value:$738.3K
PROCORE TECHNOLOGIES, INC.
Shares:11.2K
Value:$737.1K
Tarsus Pharmaceuticals, Inc.
Shares:14.3K
Value:$734.7K
CIVITAS RESOURCES, INC.
Shares:21.1K
Value:$734.5K
Bunge Global SA
Shares:9.6K
Value:$734.1K
Fifth District Bancorp, Inc.
Shares:60.0K
Value:$732.0K
CALIFORNIA WATER SERVICE GROUP
Shares:15.0K
Value:$729.3K
Hyatt Hotels Corp
Shares:5.9K
Value:$728.5K
REAVES UTILITY INCOME FUND
Shares:22.3K
Value:$727.1K
Coeur Mining, Inc.
Shares:122.3K
Value:$724.2K