Creative Planning Software—Application

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.51B
$1.04 Million 0.0% of portfolio
36,528
Q3 2025 Added 35.58%
$936M
$1.01 Million 0.0% of portfolio
38,962
Q3 2025 Added 0.59%
$137M
$953,000 0.0% of portfolio
69,877
Q3 2025 Added 0.22%
$9.88B
$942,000 0.0% of portfolio
14,596
Q3 2025 Added 15.64%
$1.11B
$878,000 0.0% of portfolio
48,726
Q3 2025 Added 122.39%
$551M
$855,000 0.0% of portfolio
1,840
Q3 2025 New
$1.71B
$848,000 0.0% of portfolio
72,108
Q3 2025 Reduced 14.61%
$8.24B
$814,000 0.0% of portfolio
5,115
Q3 2025 Added 114.47%
$1.81B
$760,000 0.0% of portfolio
17,318
Q3 2025 Reduced 14.5%
$7.02B
$716,000 0.0% of portfolio
3,701
Q3 2025 Reduced 20.82%
$2.5B
$668,000 0.0% of portfolio
12,602
Q3 2025 Reduced 28.14%
$711M
$663,000 0.0% of portfolio
61,869
Q3 2025 Added 41.17%
$3.26B
$652,000 0.0% of portfolio
12,287
Q3 2025 Reduced 24.01%
$1.06B
$571,000 0.0% of portfolio
175,351
Q3 2025 Added 14.84%
$2.83B
$548,000 0.0% of portfolio
20,217
Q3 2025 Reduced 0.38%
$431M
$545,000 0.0% of portfolio
89,537
Q3 2025 Added 10.48%
$383M
$497,000 0.0% of portfolio
31,412
Q3 2025 Added 104.48%
$1.71B
$483,000 0.0% of portfolio
40,366
Q3 2025 Added 56.29%
$3.03B
$479,000 0.0% of portfolio
14,376
Q3 2025 New
$2.71B
$455,000 0.0% of portfolio
11,137
Q3 2025 Added 16.25%
$1.37B
$428,000 0.0% of portfolio
50,090
Q3 2025 Added 48.73%
$3.86B
$403,000 0.0% of portfolio
8,956
Q3 2025 Added 24.27%
$789M
$395,000 0.0% of portfolio
7,610
Q3 2025 Added 10.84%
$2.33B
$387,000 0.0% of portfolio
13,689
Q3 2025 Added 41.49%
$1.38B
$371,000 0.0% of portfolio
22,500
Q3 2025 Added 64.56%
$471M
$352,000 0.0% of portfolio
27,251
Q3 2025 Added 131.71%
$1.86B
$321,000 0.0% of portfolio
12,940
Q3 2025 Reduced 14.78%
$337M
$288,000 0.0% of portfolio
62,926
Q3 2025 Added 165.97%
$3.25B
$270,000 0.0% of portfolio
2,570
Q3 2025 New
$5.32B
$260,000 0.0% of portfolio
4,920
Q3 2025 New
$401M
$248,000 0.0% of portfolio
25,457
Q3 2025 Reduced 15.52%
$1.03B
$234,000 0.0% of portfolio
13,935
Q3 2025 Added 20.65%
$825M
$228,000 0.0% of portfolio
29,647
Q3 2025 Added 26.42%
$1.23B
$223,000 0.0% of portfolio
28,784
Q3 2025 New
$1.58B
$182,000 0.0% of portfolio
25,182
Q3 2025 Added 35.99%
$1.34B
$176,000 0.0% of portfolio
10,532
Q3 2025 Added 3.08%
$409M
$156,000 0.0% of portfolio
19,353
Q3 2025 Added 82.45%
$499M
$149,000 0.0% of portfolio
23,286
Q3 2025 Added 9.38%
$1.59B
$141,000 0.0% of portfolio
10,577
Q3 2025 New
$667M
$135,000 0.0% of portfolio
37,099
Q3 2025 Added 9.0%
$402M
$125,000 0.0% of portfolio
15,151
Q3 2025 Reduced 29.89%
$111M
$62,000 0.0% of portfolio
12,050
Q3 2025 New
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