Creative Planning Asset Management

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.8 Million 0.07% of portfolio
4,872,273
Q1 2025 Added 36,290.12%
$5.28B
$52.6 Million 0.05% of portfolio
1,625,598
Q1 2025 Reduced 0.68%
$118B
$35 Million 0.03% of portfolio
250,684
Q1 2025 Added 1.04%
$79.7B
$13.6 Million 0.01% of portfolio
162,409
Q1 2025 Added 18.57%
$57B
$12.8 Million 0.01% of portfolio
26,410
Q1 2025 Added 11.9%
$124B
$9.19 Million 0.01% of portfolio
79,468
Q1 2025 Added 3.06%
$89.2B
$8.45 Million 0.01% of portfolio
61,721
Q1 2025 Added 18.45%
$0
$6.87 Million 0.01% of portfolio
285,509
Q1 2025 Added 48.94%
$0
$5.33 Million 0.01% of portfolio
240,557
Q1 2025 Reduced 9.64%
$19.6B
$4.37 Million 0.0% of portfolio
51,775
Q1 2025 Added 7.02%
$4.83B
$4.27 Million 0.0% of portfolio
75,411
Q1 2025 Reduced 4.51%
$30.8B
$3.85 Million 0.0% of portfolio
26,260
Q1 2025 Added 11.0%
$0
$3.21 Million 0.0% of portfolio
264,795
Q1 2025 Reduced 6.64%
$4.59B
$2.85 Million 0.0% of portfolio
49,233
Q1 2025 Added 0.62%
$0
$2.85 Million 0.0% of portfolio
244,734
Q1 2025 Reduced 29.8%
$0
$2.75 Million 0.0% of portfolio
275,976
Q1 2025 Reduced 0.72%
$0
$2.54 Million 0.0% of portfolio
460,707
Q1 2025 Added 3.22%
$0
$2.36 Million 0.0% of portfolio
630,562
Q1 2025 Reduced 3.63%
$0
$2.12 Million 0.0% of portfolio
101,070
Q1 2025 Added 5.79%
$23.6B
$2.11 Million 0.0% of portfolio
23,012
Q1 2025 Reduced 35.5%
$0
$2 Million 0.0% of portfolio
172,568
Q1 2025 Added 129.2%
$0
$2 Million 0.0% of portfolio
161,357
Q1 2025 Added 1.53%
$0
$1.84 Million 0.0% of portfolio
159,249
Q1 2025 Reduced 1.02%
$39.7B
$1.84 Million 0.0% of portfolio
20,501
Q1 2025 Reduced 13.38%
$0
$1.8 Million 0.0% of portfolio
213,232
Q1 2025 New
$2.36B
$1.8 Million 0.0% of portfolio
67,579
Q1 2025 Added 16.44%
$6.85B
$1.72 Million 0.0% of portfolio
47,701
Q1 2025 Added 34.12%
$3.8B
$1.71 Million 0.0% of portfolio
32,646
Q1 2025 Added 27.29%
$8.85B
$1.62 Million 0.0% of portfolio
80,814
Q1 2025 Added 35.28%
$5.66B
$1.62 Million 0.0% of portfolio
10,882
Q1 2025 Reduced 83.44%
$1.51B
$1.5 Million 0.0% of portfolio
8,719
Q1 2025 Added 102.86%
$0
$1.47 Million 0.0% of portfolio
76,094
Q1 2025 Reduced 5.31%
$3.59B
$1.35 Million 0.0% of portfolio
16,787
Q1 2025 Reduced 10.96%
$0
$1.34 Million 0.0% of portfolio
47,098
Q1 2025 Added 56.4%
$0
$1.3 Million 0.0% of portfolio
131,563
Q1 2025 Reduced 13.71%
$2.59B
$1.18 Million 0.0% of portfolio
77,938
Q1 2025 Added 25.5%
$0
$1.15 Million 0.0% of portfolio
45,069
Q1 2025 Added 58.58%
$0
$1.09 Million 0.0% of portfolio
116,897
Q1 2025 Reduced 3.59%
$0
$1.06 Million 0.0% of portfolio
94,739
Q1 2025 Reduced 14.54%
$2.43B
$1.03 Million 0.0% of portfolio
53,526
Q1 2025 Added 46.38%
$7.9B
$1.02 Million 0.0% of portfolio
6,072
Q1 2025 Reduced 4.53%
$0
$983,000 0.0% of portfolio
90,530
Q1 2025 Reduced 16.42%
$0
$969,000 0.0% of portfolio
182,995
Q1 2025 Reduced 17.59%
$0
$917,000 0.0% of portfolio
64,384
Q1 2025 Reduced 1.45%
$12.1B
$905,000 0.0% of portfolio
47,013
Q1 2025 Added 51.0%
$0
$898,000 0.0% of portfolio
40,136
Q1 2025 Added 0.0%
$4.22B
$896,000 0.0% of portfolio
21,981
Q1 2025 Added 7.63%
$0
$826,000 0.0% of portfolio
26,958
Q1 2025 Added 0.0%
$0
$772,000 0.0% of portfolio
68,739
Q1 2025 Added 95.84%
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