Creative Planning Asset Management

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11B
$992,000 0.0% of portfolio
17,277
Q3 2025 Reduced 0.18%
$0
$980,000 0.0% of portfolio
36,149
Q3 2025 Reduced 1.61%
$0
$925,000 0.0% of portfolio
64,384
Q1 2025 Reduced 1.45%
$0
$917,000 0.0% of portfolio
23,166
Q3 2025 Added 0.25%
$0
$871,000 0.0% of portfolio
25,640
Q2 2025 Reduced 4.89%
$0
$851,000 0.0% of portfolio
159,540
Q3 2025 Reduced 11.45%
$0
$849,000 0.0% of portfolio
73,908
Q3 2025 Added 286.39%
$2.24B
$768,000 0.0% of portfolio
40,615
Q3 2025 Added 12.51%
$800M
$713,000 0.0% of portfolio
130,696
Q3 2025 Added 10.23%
$0
$702,000 0.0% of portfolio
25,484
Q3 2025 Added 5.34%
$0
$702,000 0.0% of portfolio
44,171
Q3 2025 Reduced 4.21%
$0
$680,000 0.0% of portfolio
47,721
Q3 2025 Added 9.91%
$0
$663,000 0.0% of portfolio
52,819
Q3 2025 Added 35.7%
$1.06B
$661,000 0.0% of portfolio
25,956
Q3 2025 Added 11.95%
$0
$651,000 0.0% of portfolio
60,080
Q3 2025 Reduced 20.83%
$0
$637,000 0.0% of portfolio
60,072
Q3 2025 Reduced 0.02%
$3.83B
$577,000 0.0% of portfolio
15,119
Q3 2025 Added 3.07%
$0
$568,000 0.0% of portfolio
28,044
Q3 2025 New
$0
$564,000 0.0% of portfolio
23,097
Q3 2025 Reduced 6.63%
$0
$548,000 0.0% of portfolio
22,930
Q3 2025 Added 21.68%
$0
$520,000 0.0% of portfolio
189,336
Q3 2025 Added 0.46%
$245M
$515,000 0.0% of portfolio
45,044
Q3 2025 New
$398M
$503,000 0.0% of portfolio
46,301
Q3 2025 Added 329.19%
$0
$477,000 0.0% of portfolio
38,285
Q3 2025 Reduced 1.7%
$0
$443,000 0.0% of portfolio
29,594
Q3 2025 Added 194.06%
$0
$438,000 0.0% of portfolio
69,184
Q3 2025 Reduced 14.45%
$0
$435,000 0.0% of portfolio
32,088
Q3 2025 Reduced 0.99%
$0
$414,000 0.0% of portfolio
38,233
Q3 2025 Added 131.8%
$0
$413,000 0.0% of portfolio
18,389
Q2 2025 Added 0.78%
$0
$374,000 0.0% of portfolio
20,268
Q3 2025 New
$0
$370,000 0.0% of portfolio
40,764
Q3 2025 Added 7.34%
$0
$358,000 0.0% of portfolio
59,007
Q3 2025 Added 1.48%
$0
$347,000 0.0% of portfolio
55,670
Q3 2025 Reduced 7.07%
$0
$306,000 0.0% of portfolio
26,290
Q3 2025 New
$0
$304,000 0.0% of portfolio
57,696
Q3 2025 New
$0
$303,000 0.0% of portfolio
13,197
Q3 2025 Reduced 16.18%
$0
$297,000 0.0% of portfolio
15,548
Q3 2025 New
$0
$297,000 0.0% of portfolio
25,673
Q3 2025 Reduced 11.14%
$0
$292,000 0.0% of portfolio
45,985
Q3 2025 Reduced 0.43%
$0
$289,000 0.0% of portfolio
78,568
Q3 2025 Added 0.0%
$0
$288,000 0.0% of portfolio
31,839
Q3 2025 Reduced 9.82%
$0
$284,000 0.0% of portfolio
21,240
Q3 2025 Added 61.23%
$0
$279,000 0.0% of portfolio
22,054
Q3 2025 Added 3.95%
$0
$274,000 0.0% of portfolio
6,115
Q3 2025 New
$0
$267,000 0.0% of portfolio
17,846
Q3 2025 Added 1.42%
$0
$261,000 0.0% of portfolio
12,070
Q3 2025 Added 5.88%
$18.8B
$258,000 0.0% of portfolio
8,065
Q3 2025 Added 17.94%
$0
$256,000 0.0% of portfolio
24,540
Q3 2025 Added 6.17%
$0
$250,000 0.0% of portfolio
17,371
Q3 2025 Added 21.37%
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