Creative Planning Credit Services

Creative Planning

  • $116 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$551B
$232 Million 0.2% of portfolio
654,325
Q2 2025 Added 2.68%
$548B
$137 Million 0.12% of portfolio
243,590
Q2 2025 Added 3.41%
$227B
$60.7 Million 0.05% of portfolio
190,342
Q2 2025 Added 3.71%
$83.2B
$35.7 Million 0.03% of portfolio
167,696
Q2 2025 Added 127.11%
$78.6B
$23 Million 0.02% of portfolio
309,022
Q2 2025 Added 5.69%
$5.27B
$14.4 Million 0.01% of portfolio
1,076,071
Q2 2025 Reduced 24.92%
$6.49B
$3.63 Million 0.0% of portfolio
26,831
Q2 2025 Added 36.12%
$7.06B
$3.12 Million 0.0% of portfolio
54,685
Q2 2025 Reduced 6.09%
$18.9B
$3.08 Million 0.0% of portfolio
169,059
Q2 2025 Added 34.32%
$5.3B
$2.13 Million 0.0% of portfolio
49,112
Q2 2025 Added 12.8%
$32.6B
$2.08 Million 0.0% of portfolio
31,103
Q2 2025 Reduced 7.53%
$11.5B
$1.93 Million 0.0% of portfolio
49,491
Q2 2025 Reduced 0.13%
$3.49B
$1.4 Million 0.0% of portfolio
12,538
Q2 2025 Added 132.49%
$5.16B
$1.27 Million 0.0% of portfolio
19,581
Q2 2025 Reduced 37.34%
$3.37B
$1.06 Million 0.0% of portfolio
8,787
Q2 2025 Reduced 4.04%
$1.7B
$1.03 Million 0.0% of portfolio
5,317
Q2 2025 Reduced 9.84%
$8.13B
$668,000 0.0% of portfolio
20,389
Q2 2025 Added 4.83%
$6.02B
$604,000 0.0% of portfolio
26,837
Q2 2025 Added 11.66%
$1.78B
$597,000 0.0% of portfolio
42,384
Q2 2025 Reduced 36.09%
$2.6B
$481,000 0.0% of portfolio
50,802
Q2 2025 Reduced 22.8%
$1.62B
$451,000 0.0% of portfolio
37,499
Q2 2025 Reduced 2.65%
$722M
$287,000 0.0% of portfolio
26,656
Q2 2025 New
$6.18B
$269,000 0.0% of portfolio
529
Q2 2025 Added 35.64%
$1.06B
$255,000 0.0% of portfolio
27,943
Q2 2025 Added 0.94%
$3.2B
$246,000 0.0% of portfolio
29,269
Q2 2025 Reduced 0.67%
$413M
$177,000 0.0% of portfolio
16,171
Q2 2025 New
$849M
$144,000 0.0% of portfolio
10,408
Q2 2025 Added 2.08%
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