Creative Planning Specialty Industrial Machinery

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$82.2 Million 0.06% of portfolio
219,522
Q3 2025 Added 2.89%
$328B
$82 Million 0.06% of portfolio
272,451
Q3 2025 Added 14.28%
$25.7B
$41.1 Million 0.03% of portfolio
246,562
Q3 2025 Added 0.46%
$65.2B
$30.1 Million 0.02% of portfolio
71,189
Q3 2025 Added 4.97%
$75.4B
$28.9 Million 0.02% of portfolio
220,679
Q3 2025 Added 4.34%
$107B
$28.8 Million 0.02% of portfolio
38,043
Q3 2025 Added 5.76%
$74.9B
$23.3 Million 0.02% of portfolio
89,336
Q3 2025 Added 7.74%
$37B
$16.6 Million 0.01% of portfolio
182,017
Q3 2025 Reduced 0.31%
$43.5B
$12.4 Million 0.01% of portfolio
35,405
Q3 2025 Added 9.15%
$13.5B
$9.98 Million 0.01% of portfolio
117,485
Q3 2025 Added 25.06%
$44.4B
$8.91 Million 0.01% of portfolio
47,414
Q3 2025 Added 35.38%
$47.7B
$8.47 Million 0.01% of portfolio
16,977
Q3 2025 Reduced 0.37%
$30.4B
$8.01 Million 0.01% of portfolio
96,932
Q3 2025 Added 2.58%
$25.7B
$7.84 Million 0.01% of portfolio
53,156
Q3 2025 Added 24.31%
$9.65B
$5.96 Million 0.0% of portfolio
35,610
Q3 2025 Added 15.79%
$15.3B
$5.35 Million 0.0% of portfolio
29,949
Q3 2025 Added 27.18%
$9.56B
$5.21 Million 0.0% of portfolio
27,903
Q3 2025 Added 17.76%
$17.2B
$5.07 Million 0.0% of portfolio
45,743
Q3 2025 Added 82.47%
$7.37B
$4.91 Million 0.0% of portfolio
17,570
Q3 2025 Added 39.27%
$8.21B
$4.86 Million 0.0% of portfolio
66,161
Q3 2025 Added 23.88%
$7.46B
$3.52 Million 0.0% of portfolio
17,587
Q3 2025 Added 39.81%
$10.5B
$3.13 Million 0.0% of portfolio
38,199
Q3 2025 Added 5.32%
$4.98B
$3.04 Million 0.0% of portfolio
130,540
Q3 2025 Added 24.33%
$10.3B
$2.48 Million 0.0% of portfolio
13,472
Q3 2025 Added 2.93%
$4.37B
$2.43 Million 0.0% of portfolio
10,732
Q3 2025 Added 29.36%
$13.2B
$2.23 Million 0.0% of portfolio
9,843
Q3 2025 Added 37.07%
$4.01B
$2.22 Million 0.0% of portfolio
17,677
Q3 2025 Added 44.88%
$12.4B
$2.21 Million 0.0% of portfolio
13,569
Q3 2025 Added 11.91%
$954M
$2.15 Million 0.0% of portfolio
59,846
Q3 2025 Reduced 19.5%
$1.34B
$2.12 Million 0.0% of portfolio
26,094
Q3 2025 Added 23.7%
$4.52B
$1.8 Million 0.0% of portfolio
6,142
Q3 2025 Reduced 24.31%
$4.31B
$1.76 Million 0.0% of portfolio
18,490
Q3 2025 Added 76.11%
$1.75B
$1.71 Million 0.0% of portfolio
32,855
Q3 2025 Added 5.77%
$8.78B
$1.7 Million 0.0% of portfolio
32,080
Q3 2025 Added 82.52%
$3.63B
$1.54 Million 0.0% of portfolio
60,429
Q3 2025 Added 27.02%
$6.36B
$1.52 Million 0.0% of portfolio
11,432
Q3 2025 Added 51.86%
$2.97B
$1.22 Million 0.0% of portfolio
4,093
Q3 2025 Added 7.4%
$9.13B
$1.17 Million 0.0% of portfolio
8,133
Q3 2025 Added 7.04%
$1.33B
$1.07 Million 0.0% of portfolio
10,819
Q3 2025 Added 1.85%
$623M
$830,000 0.0% of portfolio
15,364
Q3 2025 Added 38.18%
$276M
$622,000 0.0% of portfolio
19,958
Q3 2025 Added 172.43%
$2.79B
$581,000 0.0% of portfolio
2,745
Q3 2025 Added 6.6%
$6.04B
$504,000 0.0% of portfolio
20,329
Q3 2025 Added 31.71%
$974M
$414,000 0.0% of portfolio
7,044
Q3 2025 Added 23.99%
$1.18B
$407,000 0.0% of portfolio
8,779
Q3 2025 Added 20.49%
$2.2B
$388,000 0.0% of portfolio
14,359
Q3 2025 Added 8.15%
$1.62B
$273,000 0.0% of portfolio
9,015
Q3 2025 New
$328M
$210,000 0.0% of portfolio
15,148
Q3 2025 New
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