Creative Planning Specialty Retail

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$48.9 Million 0.04% of portfolio
453,670
Q3 2025 Added 5.83%
$73.2B
$22.2 Million 0.02% of portfolio
5,184
Q3 2025 Added 45.45%
$6.15B
$10.1 Million 0.01% of portfolio
177,374
Q3 2025 Added 3.41%
$18B
$8.78 Million 0.01% of portfolio
63,314
Q3 2025 Added 46.73%
$17B
$7.99 Million 0.01% of portfolio
105,614
Q3 2025 Added 55.31%
$12.2B
$7.26 Million 0.01% of portfolio
37,124
Q3 2025 Added 12.39%
$27.1B
$7.22 Million 0.01% of portfolio
13,198
Q3 2025 Added 32.19%
$20.1B
$5.36 Million 0.0% of portfolio
9,480
Q3 2025 Reduced 0.66%
$12B
$4.69 Million 0.0% of portfolio
21,102
Q3 2025 Reduced 2.93%
$1.45B
$2.6 Million 0.0% of portfolio
5,230
Q3 2025 Added 0.06%
$3.57B
$2.48 Million 0.0% of portfolio
49,642
Q3 2025 Added 27.89%
$8.16B
$1.87 Million 0.0% of portfolio
12,114
Q3 2025 Added 36.7%
$3.01B
$1.17 Million 0.0% of portfolio
19,002
Q3 2025 Added 84.65%
$5.02B
$1.16 Million 0.0% of portfolio
44,899
Q3 2025 Added 106.86%
$8.06B
$1.15 Million 0.0% of portfolio
2,954
Q3 2025 Added 23.44%
$3.54B
$1.03 Million 0.0% of portfolio
5,048
Q3 2025 Added 49.75%
$1.87B
$688,000 0.0% of portfolio
23,582
Q3 2025 Added 37.54%
$6.77B
$687,000 0.0% of portfolio
30,552
Q3 2025 Added 83.36%
$1.36B
$550,000 0.0% of portfolio
19,777
Q3 2025 Reduced 1.09%
$6.29B
$308,000 0.0% of portfolio
11,298
Q3 2025 Reduced 28.89%
$203M
$303,000 0.0% of portfolio
64,061
Q3 2025 Added 44.43%
$734M
$246,000 0.0% of portfolio
3,654
Q3 2025 New
$439M
$245,000 0.0% of portfolio
18,483
Q3 2025 New
$225M
$151,000 0.0% of portfolio
41,216
Q3 2025 Reduced 36.53%
$768M
$137,000 0.0% of portfolio
40,826
Q3 2025 Added 11.0%
$662M
$100,000 0.0% of portfolio
76,610
Q3 2025 Added 105.08%
$525M
$84,000 0.0% of portfolio
18,401
Q3 2025 Added 21.41%
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