Creative Planning Asset Management

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$242,000 0.0% of portfolio
26,839
Q3 2025 Reduced 0.31%
$0
$236,000 0.0% of portfolio
6,578
Q3 2025 New
$0
$234,000 0.0% of portfolio
20,699
Q3 2025 Added 61.72%
$0
$232,000 0.0% of portfolio
16,108
Q3 2025 New
$0
$231,000 0.0% of portfolio
8,426
Q3 2025 New
$2.37B
$231,000 0.0% of portfolio
16,921
Q3 2025 Added 36.74%
$0
$230,000 0.0% of portfolio
34,286
Q3 2025 Added 2.75%
$0
$229,000 0.0% of portfolio
21,668
Q3 2025 New
$0
$228,000 0.0% of portfolio
24,870
Q3 2025 Added 1.06%
$541M
$221,000 0.0% of portfolio
10,302
Q3 2025 Added 8.57%
$0
$216,000 0.0% of portfolio
5,237
Q3 2025 New
$0
$215,000 0.0% of portfolio
26,285
Q3 2025 Added 110.58%
$2.73B
$207,000 0.0% of portfolio
9,306
Q3 2025 Reduced 28.5%
$0
$205,000 0.0% of portfolio
9,129
Q3 2025 New
$0
$200,000 0.0% of portfolio
17,127
Q3 2025 Added 9.54%
$0
$197,000 0.0% of portfolio
11,882
Q2 2023 Added 4.39%
$893M
$187,000 0.0% of portfolio
16,905
Q3 2025 Added 16.27%
$0
$184,000 0.0% of portfolio
14,949
Q3 2025 Added 5.07%
$0
$183,000 0.0% of portfolio
17,332
Q3 2025 Reduced 1.22%
$0
$182,000 0.0% of portfolio
20,712
Q2 2025 Reduced 12.16%
$0
$177,000 0.0% of portfolio
10,999
Q3 2025 Reduced 8.39%
$0
$173,000 0.0% of portfolio
15,451
Q3 2025 New
$0
$173,000 0.0% of portfolio
24,684
Q3 2025 Added 0.19%
$2.15B
$171,000 0.0% of portfolio
14,245
Q3 2025 New
$0
$162,000 0.0% of portfolio
17,109
Q3 2025 Added 6.78%
$897M
$156,000 0.0% of portfolio
10,984
Q3 2025 Added 3.97%
$0
$153,000 0.0% of portfolio
12,155
Q3 2025 Added 2.48%
$0
$150,000 0.0% of portfolio
16,718
Q3 2025 Reduced 12.14%
$0
$150,000 0.0% of portfolio
72,377
Q3 2025 Reduced 1.36%
$659M
$145,000 0.0% of portfolio
12,516
Q3 2025 Added 10.56%
$1.88B
$144,000 0.0% of portfolio
12,095
Q3 2025 Added 8.6%
$0
$138,000 0.0% of portfolio
15,792
Q3 2025 Added 35.44%
$950M
$138,000 0.0% of portfolio
14,393
Q3 2025 Added 4.99%
$0
$129,000 0.0% of portfolio
11,118
Q3 2025 New
$0
$124,000 0.0% of portfolio
11,239
Q3 2025 Added 9.77%
$0
$124,000 0.0% of portfolio
10,583
Q3 2025 New
$0
$122,000 0.0% of portfolio
16,179
Q3 2025 Added 4.58%
$0
$121,000 0.0% of portfolio
12,184
Q3 2025 New
$0
$118,000 0.0% of portfolio
11,000
Q2 2025 New
$0
$115,000 0.0% of portfolio
11,281
Q2 2025 New
$0
$106,000 0.0% of portfolio
36,186
Q3 2025 New
$0
$102,000 0.0% of portfolio
10,828
Q1 2025 Reduced 2.26%
$0
$97,000 0.0% of portfolio
14,820
Q3 2025 Added 18.08%
$0
$75,000 0.0% of portfolio
11,733
Q2 2025 New
$0
$74,000 0.0% of portfolio
10,644
Q3 2025 New
$0
$71,000 0.0% of portfolio
13,931
Q3 2025 Reduced 12.55%
$0
$64,000 0.0% of portfolio
12,532
Q3 2025 New
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