Creative Planning Options Holdings

Creative Planning

  • $106 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
PUT
$85.3 Million
787K
Q1 2025
Added 147.36%
NVDA
Nvidia Corp

Technology
CALL
$40.1 Million
370K
Q1 2025
Added 147.36%
APP
App Lovin Corp

Technology
PUT
$6.62 Million
25K
Q1 2025
Reduced 50.0%
AAPL
Apple Inc.

Technology
PUT
$7.75 Million
34.9K
Q1 2025
Reduced 1.13%
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$6.39 Million
12K
Q1 2025
Added 20.0%
WFC
Wells Fargo & Company

Financial Services
CALL
$8.61 Million
120K
Q4 2024
New holding
MSTR
Microstrategy Inc

Technology
CALL
$7.21 Million
25K
Q1 2025
Added 11.11%
ISRG
Intuitive Surgical Inc

Healthcare
PUT
$7.97 Million
16.1K
Q1 2025
New holding
CINF
Cincinnati Financial Corp

Financial Services
PUT
$6.65 Million
45K
Q4 2024
New holding
SNOW
Snowflake Inc.

Technology
PUT
$2 Million
13.7K
Q4 2024
New holding
CSCO
Cisco Systems, Inc.

Technology
PUT
$629,000
10.2K
Q4 2024
New holding
DOCN
Digital Ocean Holdings, Inc.

Technology
PUT
$667,000
20K
Q1 2025
Reduced 33.33%
DASH
Door Dash, Inc.

Communication Services
PUT
$4.26 Million
23.3K
Q1 2025
Reduced 21.81%
DBX
Dropbox, Inc.

Technology
PUT
$507,000
19K
Q4 2024
New holding
RBLX
Roblox Corp

Communication Services
PUT
$1.22 Million
21K
Q1 2025
New holding
HOOD
Robinhood Markets, Inc.

Technology
PUT
$432,000
10.4K
Q4 2024
New holding
Maplebear Inc
PUT
$0
67.9K
Q4 2024
New holding
TGT
Target Corp

Consumer Defensive
CALL
$5.22 Million
50K
Q1 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$4.44 Million
20K
Q1 2025
Reduced 1.13%
INTC
Intel Corp

Technology
CALL
$454,000
20K
Q1 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$2.67 Million
31.6K
Q1 2025
New holding
POET
Poet Technologies Inc.

Technology
CALL
$37,000
10K
Q1 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$728,000
10K
Q1 2025
New holding
IREN
Iris Energy LTD

Financial Services
CALL
$213,000
35K
Q1 2025
New holding
HD
Home Depot, Inc.

Consumer Cyclical
PUT
$3.92 Million
10.7K
Q1 2025
Reduced 48.56%
Lam Research Corp
PUT
$0
13.5K
Q1 2025
New holding
NU
Nu Holdings Ltd.

Financial Services
PUT
$2.13 Million
208K
Q1 2025
Reduced 28.62%

Summary

  • Portfolio
  • No. of Stocks 4,091
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 213 stocks
  • Additional Purchases 2,151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 964 stocks
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