Creative Planning Credit Services

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$533B
$260 Million 0.2% of portfolio
762,993
Q3 2025 Added 16.61%
$512B
$147 Million 0.11% of portfolio
259,281
Q3 2025 Added 6.44%
$255B
$72.5 Million 0.06% of portfolio
218,368
Q3 2025 Added 14.72%
$77.2B
$39.2 Million 0.03% of portfolio
184,491
Q3 2025 Added 10.02%
$71.6B
$21.6 Million 0.02% of portfolio
322,481
Q3 2025 Added 4.36%
$5.27B
$11.8 Million 0.01% of portfolio
878,900
Q3 2025 Reduced 18.32%
$7.49B
$5.68 Million 0.0% of portfolio
35,845
Q3 2025 Added 33.6%
$22.2B
$5.36 Million 0.0% of portfolio
202,940
Q3 2025 Added 20.04%
$7.32B
$4.49 Million 0.0% of portfolio
79,598
Q3 2025 Added 45.56%
$32.9B
$2.88 Million 0.0% of portfolio
40,472
Q3 2025 Added 30.12%
$11.8B
$2.18 Million 0.0% of portfolio
55,686
Q3 2025 Added 12.52%
$4.02B
$1.95 Million 0.0% of portfolio
16,940
Q3 2025 Added 35.11%
$1.52B
$1.65 Million 0.0% of portfolio
9,829
Q3 2025 Added 84.86%
$3.15B
$1.42 Million 0.0% of portfolio
27,955
Q3 2025 Added 42.77%
$3.48B
$1.37 Million 0.0% of portfolio
47,672
Q3 2025 Reduced 2.93%
$3.43B
$1.36 Million 0.0% of portfolio
10,827
Q3 2025 Added 23.22%
$1.81B
$868,000 0.0% of portfolio
57,147
Q3 2025 Added 52.4%
$6.2B
$783,000 0.0% of portfolio
30,007
Q3 2025 Added 11.81%
$583M
$584,000 0.0% of portfolio
43,494
Q3 2025 Added 63.17%
$1.64B
$553,000 0.0% of portfolio
42,122
Q3 2025 Reduced 0.62%
$6.91B
$521,000 0.0% of portfolio
18,846
Q3 2025 Reduced 7.57%
$588M
$498,000 0.0% of portfolio
46,373
Q3 2025 Added 186.77%
$1.71B
$373,000 0.0% of portfolio
50,657
Q3 2025 Reduced 0.29%
$773M
$303,000 0.0% of portfolio
5,180
Q3 2025 New
$5.7B
$267,000 0.0% of portfolio
572
Q3 2025 Added 8.13%
$976M
$257,000 0.0% of portfolio
29,375
Q3 2025 Added 5.12%
$3.41B
$239,000 0.0% of portfolio
29,981
Q3 2025 Added 2.43%
$953M
$237,000 0.0% of portfolio
12,472
Q3 2025 Added 19.83%
$360M
$222,000 0.0% of portfolio
5,702
Q3 2025 New
$239M
$112,000 0.0% of portfolio
11,250
Q3 2025 New
$193M
$45,000 0.0% of portfolio
21,509
Q3 2025 New
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