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 98 of 172
BWX Technologies, Inc.
Shares:7.6K
Value:$745.5K
% of Portfolio:0.0% ($745.5K/$104.5B)
Amalgamated Financial Corp.
Shares:25.9K
Value:$743.8K
% of Portfolio:0.0% ($743.8K/$104.5B)
UiPath, Inc.
Shares:72.2K
Value:$743.3K
% of Portfolio:0.0% ($743.3K/$104.5B)
Equitable Holdings, Inc.
Shares:14.2K
Value:$741.7K
% of Portfolio:0.0% ($741.7K/$104.5B)
Rithm Capital Corp.
Shares:64.8K
Value:$741.4K
% of Portfolio:0.0% ($741.4K/$104.5B)
RUSH ENTERPRISES INC \TX\
Shares:13.9K
Value:$740.9K
% of Portfolio:0.0% ($740.9K/$104.5B)
XP Inc.
Shares:53.9K
Value:$740.8K
% of Portfolio:0.0% ($740.8K/$104.5B)
88023U101
Shares:12.4K
Value:$739.9K
% of Portfolio:0.0% ($739.9K/$104.5B)
46436E510
Shares:19.9K
Value:$739.8K
% of Portfolio:0.0% ($739.8K/$104.5B)
91232N207
Shares:9.6K
Value:$738.6K
% of Portfolio:0.0% ($738.6K/$104.5B)
MGE ENERGY INC
Shares:7.9K
Value:$738.3K
% of Portfolio:0.0% ($738.3K/$104.5B)
PROCORE TECHNOLOGIES, INC.
Shares:11.2K
Value:$737.1K
% of Portfolio:0.0% ($737.1K/$104.5B)
Tarsus Pharmaceuticals, Inc.
Shares:14.3K
Value:$734.7K
% of Portfolio:0.0% ($734.7K/$104.5B)
CIVITAS RESOURCES, INC.
Shares:21.1K
Value:$734.5K
% of Portfolio:0.0% ($734.5K/$104.5B)
Bunge Global SA
Shares:9.6K
Value:$734.1K
% of Portfolio:0.0% ($734.1K/$104.5B)
Fifth District Bancorp, Inc.
Shares:60.0K
Value:$732.0K
% of Portfolio:0.0% ($732.0K/$104.5B)
CALIFORNIA WATER SERVICE GROUP
Shares:15.0K
Value:$729.3K
% of Portfolio:0.0% ($729.3K/$104.5B)
Hyatt Hotels Corp
Shares:5.9K
Value:$728.5K
% of Portfolio:0.0% ($728.5K/$104.5B)
REAVES UTILITY INCOME FUND
Shares:22.3K
Value:$727.1K
% of Portfolio:0.0% ($727.1K/$104.5B)
Coeur Mining, Inc.
Shares:122.3K
Value:$724.2K
% of Portfolio:0.0% ($724.2K/$104.5B)