Creative Planning Portfolio Holdings by Sector

Creative Planning

  • $106 Billion
  • Q1 2025
Industry Value Buys Sells New Positions Closed Positions Options
ETFs | ETFs

IVV BND VEA SPMD IEMG VV SPDW VO 721 stocks

$82.9 Million 78.31% of portfolio
  451  
  243  
  41  
 -
0 Calls
0 Puts
Consumer Electronics | Technology

AAPL SONY AAPL AAPL SONO VUZI 6 stocks

$2.32 Million 2.19% of portfolio
  2  
  3  
  1  
 -
0 Calls
1 Puts
Closed-End Fund - Equity | ETFs

VTI RWR IXJ IYR IYC 5 stocks

$1.81 Million 1.71% of portfolio
  2  
  3  
 - -
0 Calls
0 Puts
Semiconductors | Technology

NVDA AVGO NVDA TSM QCOM TXN AMD NVDA 48 stocks

$1.69 Million 1.59% of portfolio
  41  
  7  
  2  
 -
3 Calls
1 Puts
Insurance—Diversified | Financial Services

BRK-B BRK-A HIG AIG BRK-B ACGL SLF ORI 11 stocks

$1.67 Million 1.58% of portfolio
  10  
  1  
 - -
0 Calls
1 Puts
Software—Infrastructure | Technology

MSFT ORCL CRWD ADBE PLTR PANW FTNT ZS 76 stocks

$1.51 Million 1.43% of portfolio
  58  
  14  
  8  
 -
1 Calls
1 Puts
Internet Content & Information | Communication Services

META GOOGL GOOG DASH BIDU SPOT TWLO DASH 27 stocks

$1.1 Million 1.04% of portfolio
  20  
  7  
  2  
 -
0 Calls
1 Puts
Drug Manufacturers—General | Healthcare

LLY JNJ ABBV MRK AMGN NVS PFE BMY 14 stocks

$919,561 0.87% of portfolio
  14  
 - - -
0 Calls
0 Puts
Internet Retail | Consumer Cyclical

AMZN BABA MELI JD SE EBAY PDD CVNA 17 stocks

$714,117 0.67% of portfolio
  15  
  2  
 - -
0 Calls
0 Puts
Banks—Diversified | Financial Services

JPM BAC WFC C RY HSBC MUFG SAN 22 stocks

$691,483 0.65% of portfolio
  17  
  4  
 - -
0 Calls
1 Puts
Software—Application | Technology

CRM BSY NOW INTU SHOP MSTR SAP UBER 92 stocks

$533,425 0.5% of portfolio
  73  
  17  
  3  
 -
2 Calls
1 Puts
Credit Services | Financial Services

V MA AXP ORCC PYPL COF DFS OMF 28 stocks

$486,443 0.46% of portfolio
  23  
  5  
  2  
 -
0 Calls
0 Puts
Discount Stores | Consumer Defensive

COST WMT TGT TGT DG DLTR BJ PSMT 9 stocks

$446,565 0.42% of portfolio
  7  
  2  
  1  
 -
1 Calls
0 Puts
Oil & Gas Integrated | Energy

XOM CVX SHEL TTE BP SU IMO NFG 13 stocks

$388,374 0.37% of portfolio
  8  
  5  
 - -
0 Calls
0 Puts
Specialty Industrial Machinery | Industrials

ETN GE DOV EMR PH ITW CMI OTIS 46 stocks

$353,842 0.33% of portfolio
  40  
  6  
  3  
 -
0 Calls
0 Puts
Utilities—Regulated Electric | Utilities

NEE SO DUK AEP XEL WEC D ED 31 stocks

$353,233 0.33% of portfolio
  26  
  5  
 - -
0 Calls
0 Puts
Banks—Regional | Financial Services

USB SFBS CBSH PNC FITB TFC CFG FMBH 150 stocks

$335,780 0.32% of portfolio
  110  
  36  
  4  
 -
0 Calls
0 Puts
Household & Personal Products | Consumer Defensive

PG UL CL KMB CHD CLX EL HIMS 15 stocks

$324,049 0.31% of portfolio
  12  
  3  
 - -
0 Calls
0 Puts
Asset Management | Financial Services

CGBD BXSL BX BK AMP KKR APO PHYS 133 stocks

$322,134 0.3% of portfolio
  77  
  50  
  11  
 -
0 Calls
0 Puts
Aerospace & Defense | Industrials

RTX LMT BA NOC GD TDG LHX AXON 36 stocks

$286,489 0.27% of portfolio
  27  
  9  
  3  
 -
0 Calls
0 Puts
Auto Manufacturers | Consumer Cyclical

TSLA TM GM F RACE HMC RIVN STLA 13 stocks

$283,604 0.27% of portfolio
  11  
  2  
 - -
0 Calls
0 Puts
Information Technology Services | Technology

IBM ACN FISV LDOS WIT INFY FIS BR 35 stocks

$281,847 0.27% of portfolio
  28  
  7  
  1  
 -
0 Calls
0 Puts
Medical Devices | Healthcare

ABT SYK EW BSX MDT DXCM STE ZBH 41 stocks

$259,275 0.24% of portfolio
  31  
  9  
  2  
 -
0 Calls
0 Puts
Home Improvement Retail | Consumer Cyclical

HD LOW HD FND HVT 5 stocks

$253,112 0.24% of portfolio
  4  
  1  
 - -
0 Calls
1 Puts
Beverages—Non-Alcoholic | Consumer Defensive

KO PEP MNST CCEP COKE KDP CELH KOF 9 stocks

$246,234 0.23% of portfolio
  7  
  2  
  1  
 -
0 Calls
0 Puts
Telecom Services | Communication Services

T VZ CMCSA TMUS CHT CHTR KT IDCC 34 stocks

$231,421 0.22% of portfolio
  21  
  12  
 - -
0 Calls
0 Puts
Restaurants | Consumer Cyclical

MCD SBUX CMG YUM DRI QSR YUMC EAT 25 stocks

$227,480 0.21% of portfolio
  18  
  6  
  1  
 -
0 Calls
0 Puts
Oil & Gas Midstream | Energy

GEL EPD OKE LNG ET WMB KMI ENB 27 stocks

$219,278 0.21% of portfolio
  19  
  6  
  1  
 -
0 Calls
0 Puts
Entertainment | Communication Services

NFLX DIS WBD LYV FOXA NWSA ROKU NXST 15 stocks

$197,377 0.19% of portfolio
  10  
  5  
  2  
 -
0 Calls
0 Puts
Insurance—Property & Casualty | Financial Services

CB TRV PGR ALL CINF MKL HCI CINF 23 stocks

$186,900 0.18% of portfolio
  18  
  4  
 - -
0 Calls
0 Puts
Healthcare Plans | Healthcare

UNH CI CVS ELV HUM MOH CNC OSCR 10 stocks

$186,047 0.18% of portfolio
  9  
  1  
  1  
 -
0 Calls
0 Puts
Biotechnology | Healthcare

VRTX NVO REGN INSM ALNY HALO ARGX TGTX 147 stocks

$162,345 0.15% of portfolio
  101  
  41  
  18  
 -
0 Calls
0 Puts
Capital Markets | Financial Services

GS SCHW MS RJF NMR PIPR JEF SF 29 stocks

$157,800 0.15% of portfolio
  24  
  4  
  1  
 -
1 Calls
0 Puts
Farm & Heavy Construction Machinery | Industrials

CAT DE PCAR OSK CMCO WNC TEX ALG 14 stocks

$144,423 0.14% of portfolio
  12  
  2  
  1  
 -
0 Calls
0 Puts
Oil & Gas E&P | Energy

COP EOG TPL OXY FANG EQT DVN HES 43 stocks

$139,444 0.13% of portfolio
  30  
  12  
  1  
 -
0 Calls
0 Puts
Communication Equipment | Technology

CSCO MSI HPE KN NOK BDC VIAV PI 25 stocks

$131,222 0.12% of portfolio
  19  
  5  
  1  
 -
0 Calls
0 Puts
Diagnostics & Research | Healthcare

TMO DHR IDXX IQV A WAT MTD PKI 28 stocks

$123,296 0.12% of portfolio
  14  
  13  
 - -
0 Calls
0 Puts
Financial Data & Stock Exchanges | Financial Services

SPGI ICE CME MCO MSCI NDAQ CBOE FDS 9 stocks

$122,527 0.12% of portfolio
  6  
  3  
 - -
0 Calls
0 Puts
Railroads | Industrials

UNP CSX NSC CNI WAB GBX TRN RAIL 8 stocks

$116,116 0.11% of portfolio
  3  
  4  
 - -
0 Calls
0 Puts
Tobacco | Consumer Defensive

PM MO BTI UVV RLX 5 stocks

$115,416 0.11% of portfolio
  4  
  1  
 - -
0 Calls
0 Puts
Medical Instruments & Supplies | Healthcare

ISRG BDX WST ISRG RMD ALC MMSI BAX 24 stocks

$106,405 0.1% of portfolio
  12  
  11  
  1  
 -
0 Calls
1 Puts
Specialty Chemicals | Basic Materials

APD SHW ECL DD PPG RPM EMN LYB 38 stocks

$103,698 0.1% of portfolio
  26  
  12  
  1  
 -
0 Calls
0 Puts
Building Products & Equipment | Industrials

CARR TT JCI TREX MAS BLDR CSL BECN 23 stocks

$102,079 0.1% of portfolio
  19  
  4  
 - -
0 Calls
0 Puts
Semiconductor Equipment & Materials | Technology

AMAT KLAC ASML ONTO ACLS TER VECO ENTG 18 stocks

$101,156 0.1% of portfolio
  13  
  4  
 - -
0 Calls
0 Puts
Specialty Retail | Consumer Cyclical

ORLY AZO TSCO ULTA GPC WSM BBY CASY 28 stocks

$97,299 0.09% of portfolio
  15  
  13  
  1  
 -
0 Calls
0 Puts
Conglomerates | Industrials

HON MMM MDU VMI SEB GFF CODI TRC 9 stocks

$89,670 0.08% of portfolio
  7  
  2  
 - -
0 Calls
0 Puts
Insurance Brokers | Financial Services

MMC AJG AON BRO WTW ERIE CRVL BRP 9 stocks

$81,425 0.08% of portfolio
  7  
  2  
 - -
0 Calls
0 Puts
REIT—Specialty | Real Estate

DLR AMT IRM EQIX CCI SBAC EPR WY 15 stocks

$75,814 0.07% of portfolio
  14  
  1  
  1  
 -
0 Calls
0 Puts
Electronic Components | Technology

APH GLW JBL FLEX FN SANM OLED BHE 20 stocks

$75,115 0.07% of portfolio
  17  
  3  
  1  
 -
0 Calls
0 Puts
Insurance—Life | Financial Services

AFL MET PRU UNM MFC GL PUK PRI 12 stocks

$74,586 0.07% of portfolio
  8  
  4  
 - -
0 Calls
0 Puts
Oil & Gas Refining & Marketing | Energy

PSX MPC VLO SUN PBF DINO UGP PARR 12 stocks

$73,166 0.07% of portfolio
  7  
  5  
 - -
0 Calls
0 Puts
Staffing & Employment Services | Industrials

ADP PAYX NSP KFY RHI KFRC TNET MAN 14 stocks

$72,682 0.07% of portfolio
  10  
  3  
  1  
 -
0 Calls
0 Puts
Apparel Retail | Consumer Cyclical

TJX ROST LULU URBN ANF BURL AEO BOOT 15 stocks

$72,577 0.07% of portfolio
  12  
  2  
  1  
 -
0 Calls
0 Puts
Travel Services | Consumer Cyclical

BKNG RCL CCL ABNB NCLH EXPE TCOM TNL 10 stocks

$60,321 0.06% of portfolio
  5  
  5  
  1  
 -
0 Calls
0 Puts
Packaged Foods | Consumer Defensive

FLO GIS MKC K KHC CAG HRL SJM 27 stocks

$59,825 0.06% of portfolio
  12  
  15  
 - -
0 Calls
0 Puts
Integrated Freight & Logistics | Industrials

UPS FDX EXPD CHRW JBHT LSTR XPO HUBG 12 stocks

$59,776 0.06% of portfolio
  8  
  4  
  1  
 -
0 Calls
0 Puts
Medical Distribution | Healthcare

MCK CAH ABC PDCO HSIC OMI 6 stocks

$58,568 0.06% of portfolio
  4  
  2  
  1  
 -
0 Calls
0 Puts
Footwear & Accessories | Consumer Cyclical

NKE DECK CROX ONON CAL SKX SHOO 7 stocks

$55,858 0.05% of portfolio
  5  
  2  
  1  
 -
0 Calls
0 Puts
REIT—Retail | Real Estate

O SPG ADC MAC NNN PECO REG IVT 18 stocks

$54,557 0.05% of portfolio
  10  
  8  
 - -
0 Calls
0 Puts
Waste Management | Industrials

WM RSG CWST WCN GFL CLH MEG HSC 8 stocks

$52,929 0.05% of portfolio
  7  
  1  
 - -
0 Calls
0 Puts
Closed-End Fund - Foreign | ETFs

EEM VPL EWI EWH 4 stocks

$50,603 0.05% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Steel | Basic Materials

RS NUE PKX STLD MT CMC CLF X 11 stocks

$50,500 0.05% of portfolio
  8  
  3  
 - -
0 Calls
0 Puts
Drug Manufacturers—Specialty & Generic | Healthcare

ZTS RDY TAK HLN LNTH ALKS ITCI VTRS 30 stocks

$49,838 0.05% of portfolio
  13  
  15  
  1  
 -
0 Calls
0 Puts
Airlines | Industrials

LUV DAL UAL SKYW ALK AAL ULCC JBLU 12 stocks

$48,002 0.05% of portfolio
  7  
  4  
 - -
0 Calls
0 Puts
Medical Care Facilities | Healthcare

HCA ENSG OPCH EHC THC CHE UHS FMS 27 stocks

$47,539 0.04% of portfolio
  16  
  11  
  2  
 -
0 Calls
0 Puts
REIT—Healthcare Facilities | Real Estate

WELL VTR PEAK CTRE OHI MPW GEO NHI 13 stocks

$42,980 0.04% of portfolio
  10  
  3  
  1  
 -
0 Calls
0 Puts
Engineering & Construction | Industrials

PWR EME FIX BLD TTEK ACM AGX NVEE 23 stocks

$42,711 0.04% of portfolio
  16  
  7  
  1  
 -
0 Calls
0 Puts
Confectioners | Consumer Defensive

MDLZ HSY 2 stocks

$40,921 0.04% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Scientific & Technical Instruments | Technology

GRMN KEYS BMI TRMB TDY ESE MKSI FTV 16 stocks

$39,473 0.04% of portfolio
  15  
 -
  2  
 -
0 Calls
0 Puts
Industrial Distribution | Industrials

GWW FAST AIT WSO POOL WCC GIC SITE 11 stocks

$37,942 0.04% of portfolio
  10  
  1  
  2  
 -
0 Calls
0 Puts
Lodging | Consumer Cyclical

MAR HLT IHG HTHT WH H CHH 7 stocks

$37,511 0.04% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
Computer Hardware | Technology

DELL HPQ STX LOGI NTAP WDC PSTG IONQ 14 stocks

$37,331 0.04% of portfolio
  9  
  5  
  1  
 -
0 Calls
0 Puts
Residential Construction | Consumer Cyclical

NVR DHI LEN PHM MTH TMHC CVCO IBP 17 stocks

$36,831 0.03% of portfolio
  15  
  2  
 - -
0 Calls
0 Puts
Oil & Gas Equipment & Services | Energy

SLB CHX HAL BKR AROC TS RES VAL 21 stocks

$33,499 0.03% of portfolio
  10  
  11  
 - -
0 Calls
0 Puts
Gold | Basic Materials

NEM AEM WPM GOLD FNV GFI RGLD HMY 23 stocks

$32,941 0.03% of portfolio
  16  
  6  
 - -
0 Calls
0 Puts
Specialty Business Services | Industrials

CTAS GPN CBZ ABM MMS AZZ DLB UNF 14 stocks

$32,462 0.03% of portfolio
  9  
  5  
  1  
 -
0 Calls
0 Puts
REIT—Industrial | Real Estate

PLD PSA EXR REXR STAG COLD EGP CUBE 13 stocks

$31,044 0.03% of portfolio
  13  
 - - -
0 Calls
0 Puts
Rental & Leasing Services | Industrials

URI GATX R AER CAR HTZ HEES HRI 13 stocks

$27,684 0.03% of portfolio
  11  
  2  
  1  
 -
0 Calls
0 Puts
Electronic Gaming & Multimedia | Communication Services

RBLX TTWO EA NTES RBLX BILI PLTK 7 stocks

$26,810 0.03% of portfolio
  7  
 -
  1  
 -
0 Calls
1 Puts
Consulting Services | Industrials

EFX VRSK EXPO TRU BAH HURN FCN CRAI 10 stocks

$22,819 0.02% of portfolio
  7  
  3  
 - -
0 Calls
0 Puts
Grocery Stores | Consumer Defensive

KR SFM ACI WMK IMKTA GO DNUT 7 stocks

$21,921 0.02% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
Health Information Services | Healthcare

VEEV HQY DOCS PRVA PINC HSTM EVH TDOC 19 stocks

$20,538 0.02% of portfolio
  13  
  6  
  2  
 -
0 Calls
0 Puts
Auto & Truck Dealerships | Consumer Cyclical

CPRT GPI ABG AN KMX RUSHA LAD DRVN 13 stocks

$20,243 0.02% of portfolio
  12  
  1  
 - -
0 Calls
0 Puts
Building Materials | Basic Materials

MLM VMC EXP BCC JHX CX USLM CRH.L 8 stocks

$20,223 0.02% of portfolio
  6  
  2  
 - -
0 Calls
0 Puts
Agricultural Inputs | Basic Materials

CTVA ICL NTR CF FMC MOS SMG 7 stocks

$20,130 0.02% of portfolio
  5  
  2  
 - -
0 Calls
0 Puts
Leisure | Consumer Cyclical

HAS OSW PLNT ELY GOLF MAT PTON CUK 10 stocks

$19,847 0.02% of portfolio
  6  
  4  
 - -
0 Calls
0 Puts
REIT—Diversified | Real Estate

BNL WPC VICI GNL EPRT OLP GOOD CTO 10 stocks

$19,568 0.02% of portfolio
  3  
  7  
 - -
0 Calls
0 Puts
Utilities—Independent Power Producers | Utilities

NRG VST TAC 3 stocks

$19,355 0.02% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Other Industrial Metals & Mining | Basic Materials

BHP RIO TECK VALE MP MTRN CMP GSM 13 stocks

$19,092 0.02% of portfolio
  7  
  4  
  1  
 -
0 Calls
0 Puts
Utilities—Renewable | Utilities

CEG ORA CWEN AQN RNW AMPS NRGV 7 stocks

$19,062 0.02% of portfolio
  6  
  1  
 - -
0 Calls
0 Puts
Packaging & Containers | Consumer Cyclical

CCK IP PKG BALL AMCR TRS OI SON 14 stocks

$19,060 0.02% of portfolio
  8  
  6  
 - -
0 Calls
0 Puts
Real Estate Services | Real Estate

CBRE CSGP JLL BEKE FSV KW NMRK REAX 13 stocks

$18,143 0.02% of portfolio
  9  
  4  
 - -
0 Calls
0 Puts
REIT—Residential | Real Estate

MAA AVB IRT ESS SUI EQR INVH CPT 13 stocks

$17,653 0.02% of portfolio
  5  
  8  
  1  
 -
0 Calls
0 Puts
Utilities—Regulated Gas | Utilities

ATO NI OGS UGI NJR SWX CPK SPH 12 stocks

$17,590 0.02% of portfolio
  7  
  5  
 - -
0 Calls
0 Puts
Food Distribution | Consumer Defensive

SYY USFD PFGC SPTN UNFI ANDE CHEF 7 stocks

$17,354 0.02% of portfolio
  6  
  1  
  2  
 -
0 Calls
0 Puts
Electrical Equipment & Parts | Industrials

VRT AEIS NVT HUBB AYI BE ATKR ENS 14 stocks

$16,876 0.02% of portfolio
  10  
  4  
  1  
 -
0 Calls
0 Puts
Trucking | Industrials

ODFL WERN ARCB SAIA KNX MRTN SNDR TFII 10 stocks

$16,703 0.02% of portfolio
  8  
  2  
  1  
 -
0 Calls
0 Puts
Utilities—Diversified | Utilities

SRE BIP AES BKH ALE ELP MGEE OTTR 13 stocks

$16,658 0.02% of portfolio
  4  
  9  
 - -
0 Calls
0 Puts
Copper | Basic Materials

FCX SCCO TGB IE HBM 5 stocks

$16,588 0.02% of portfolio
  4  
  1  
 - -
0 Calls
0 Puts
Auto Parts | Consumer Cyclical

GNTX VC MGA LEA MOD DORM LKQ THRM 19 stocks

$15,395 0.01% of portfolio
  15  
  4  
  2  
 -
0 Calls
0 Puts
Utilities—Regulated Water | Utilities

AWK WTRG AWR CWT SJW YORW SBS ARIS 9 stocks

$13,238 0.01% of portfolio
  6  
  3  
 - -
0 Calls
0 Puts
Resorts & Casinos | Consumer Cyclical

WYNN MGM LVS HGV RRR VAC BYD MTN 12 stocks

$12,567 0.01% of portfolio
  8  
  3  
 - -
0 Calls
0 Puts
Publishing | Communication Services

RELX PSO NYT SCHL GCI 5 stocks

$12,105 0.01% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Tools & Accessories | Industrials

SNA LECO SWK TTC TKR KMT ROLL HLMN 8 stocks

$11,533 0.01% of portfolio
  6  
  2  
 - -
0 Calls
0 Puts
Metal Fabrication | Industrials

MLI CRS ATI WOR ESAB PRLB 6 stocks

$11,387 0.01% of portfolio
  5  
  1  
 - -
0 Calls
0 Puts
Advertising Agencies | Communication Services

OMC IPG CMPR DLX WPP STGW ZD CCO 12 stocks

$10,762 0.01% of portfolio
  6  
  5  
 - -
0 Calls
0 Puts
REIT—Office | Real Estate

BXP ARE VNO HIW KRC CUZ PSTL DEI 15 stocks

$10,119 0.01% of portfolio
  7  
  8  
  1  
 -
0 Calls
0 Puts
Beverages—Wineries & Distilleries | Consumer Defensive

STZ DEO MGPI WVVI 4 stocks

$9,863 0.01% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Insurance—Specialty | Financial Services

AIZ FNF AGO ESNT AMSF NMIH MTG FAF 12 stocks

$9,745 0.01% of portfolio
  9  
  3  
 - -
0 Calls
0 Puts
Chemicals | Basic Materials

DOW HUN CE ASIX TROX LXU GPRE RYAM 9 stocks

$9,646 0.01% of portfolio
  6  
  3  
  2  
 -
0 Calls
0 Puts
Beverages—Brewers | Consumer Defensive

BUD FMX TAP SAM ABEV 5 stocks

$9,275 0.01% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Personal Services | Consumer Cyclical

HRB SCI ROL FTDR BFAM MCW 6 stocks

$8,954 0.01% of portfolio
  6  
 - - -
0 Calls
0 Puts
Recreational Vehicles | Consumer Cyclical

PII WGO HOG THO BC LCII MBUU 7 stocks

$8,797 0.01% of portfolio
  7  
 - - -
0 Calls
0 Puts
Education & Training Services | Consumer Defensive

GHC LRN LOPE ATGE STRA LAUR APEI COUR 8 stocks

$8,101 0.01% of portfolio
  7  
  1  
  1  
 -
0 Calls
0 Puts
Farm Products | Consumer Defensive

ADM TSN CALM DOLE FDP VFF 6 stocks

$7,528 0.01% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
REIT—Mortgage | Real Estate

AGNC RC BXMT STWD NRZ LADR FBRT ABR 13 stocks

$7,503 0.01% of portfolio
  6  
  7  
  1  
 -
0 Calls
0 Puts
Apparel Manufacturing | Consumer Cyclical

KTB VFC RL GIL COLM PVH OXM HBI 11 stocks

$6,784 0.01% of portfolio
  7  
  4  
  1  
 -
0 Calls
0 Puts
Mortgage Finance | Financial Services

COOP WD PFSI ECPG RKT UWMC CNF 7 stocks

$6,603 0.01% of portfolio
  5  
  1  
  1  
 -
0 Calls
0 Puts
Gambling | Consumer Cyclical

DKNG LNW EVRI CHDN GAMB SGHC RSI 7 stocks

$6,279 0.01% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
Security & Protection Services | Industrials

ALLE BCO REZI BRC MSA NSSC ADT 7 stocks

$6,055 0.01% of portfolio
  6  
 - - -
0 Calls
0 Puts
Marine Shipping | Industrials

MATX KEX DAC SFL CMRE NAT GSL GNK 11 stocks

$5,669 0.01% of portfolio
  6  
  5  
  2  
 -
0 Calls
0 Puts
Oil & Gas Drilling | Energy

RIG PTEN NBR HP BORR SDRL 6 stocks

$5,508 0.01% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
Furnishings, Fixtures & Appliances | Consumer Cyclical

WHR AMWD TILE TPX PATK LEG MHK LZB 9 stocks

$5,424 0.01% of portfolio
  7  
  2  
 - -
0 Calls
0 Puts
Lumber & Wood Production | Basic Materials

UFPI SSD WFG 3 stocks

$5,391 0.01% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Solar | Technology

FSLR RUN ENPH ARRY 4 stocks

$5,186 0.0% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Electronics & Computer Distribution | Technology

NSIT AVT SNX ARW 4 stocks

$4,775 0.0% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Pollution & Treatment Controls | Industrials

FSS ZWS ERII PCT CLIR 5 stocks

$4,378 0.0% of portfolio
  2  
  3  
 - -
0 Calls
0 Puts
Insurance—Reinsurance | Financial Services

RGA RE RNR MHLD 4 stocks

$4,246 0.0% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Luxury Goods | Consumer Cyclical

TPR SIG CPRI REAL 4 stocks

$3,567 0.0% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Business Equipment & Supplies | Industrials

AVY EBF HNI SCS ACCO 5 stocks

$3,485 0.0% of portfolio
  5  
 -
  1  
 -
0 Calls
0 Puts
Pharmaceutical Retailers | Healthcare

WBA HITI 2 stocks

$3,234 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Uranium | Energy

CCJ UEC UUUU 3 stocks

$3,177 0.0% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Aluminum | Basic Materials

CSTM AA 2 stocks

$2,981 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Thermal Coal | Energy

ARLP BTU HNRG 3 stocks

$2,934 0.0% of portfolio
  3  
 - - -
0 Calls
0 Puts
Airports & Air Services | Industrials

JOBY ASR OMAB PAC ASLE 5 stocks

$2,826 0.0% of portfolio
  5  
 - - -
0 Calls
0 Puts
Department Stores | Consumer Cyclical

M KSS JWN DDS 4 stocks

$2,375 0.0% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
REIT—Hotel & Motel | Real Estate

HST RHP SVC APLE PK RLJ 6 stocks

$2,347 0.0% of portfolio
  2  
  4  
 - -
0 Calls
0 Puts
Infrastructure Operations | Industrials

ACA VRRM 2 stocks

$1,903 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Coking Coal | Basic Materials

HCC SXC AMR AREC 4 stocks

$1,820 0.0% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Broadcasting | Communication Services

TGNA FUBO GTN SSP 4 stocks

$1,727 0.0% of portfolio
  1  
  3  
  1  
 -
0 Calls
0 Puts
Paper & Paper Products | Basic Materials

SLVM SUZ 2 stocks

$1,498 0.0% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Silver | Basic Materials

PAAS MAG AG SVM 4 stocks

$1,441 0.0% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Financial Conglomerates | Financial Services

VOYA TREE 2 stocks

$742 0.0% of portfolio
  2  
 - - -
0 Calls
0 Puts
Real Estate—Diversified | Real Estate

JOE 1 stocks

$445 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Textile Manufacturing | Consumer Cyclical

AIN 1 stocks

$411 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Other Precious Metals & Mining | Basic Materials

BVN NEWP GROY 3 stocks

$249 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Real Estate—Development | Real Estate

FOR 1 stocks

$222 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Diversified Communication Services | Technology

EGHT 1 stocks

$62 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Shell Companies | Financial Services

ALCC DWAC 2 stocks

$0 0.0% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email