Creative Planning Diagnostics & Research

Creative Planning

  • $129 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$222B
$59.6 Million 0.05% of portfolio
122,796
Q3 2025 Added 9.87%
$160B
$26.3 Million 0.02% of portfolio
132,855
Q3 2025 Reduced 8.59%
$57.4B
$21.3 Million 0.02% of portfolio
33,269
Q3 2025 Added 14.45%
$43.5B
$10.1 Million 0.01% of portfolio
78,417
Q3 2025 Reduced 14.62%
$41B
$9.53 Million 0.01% of portfolio
50,166
Q3 2025 Added 28.13%
$18.4B
$6.07 Million 0.0% of portfolio
11,806
Q3 2025 Added 115.48%
$31.6B
$5.44 Million 0.0% of portfolio
4,432
Q3 2025 Added 24.01%
$19B
$5.27 Million 0.0% of portfolio
55,488
Q3 2025 Added 25.01%
$19.8B
$4.12 Million 0.0% of portfolio
25,593
Q3 2025 Added 129.62%
$9.65B
$3.85 Million 0.0% of portfolio
61,665
Q3 2025 Added 11.77%
$15.6B
$2.64 Million 0.0% of portfolio
19,245
Q3 2025 Added 11.56%
$11.9B
$2.61 Million 0.0% of portfolio
47,728
Q3 2025 Added 12.97%
$4.31B
$2.58 Million 0.0% of portfolio
33,859
Q3 2025 Added 37.68%
$22.7B
$2.44 Million 0.0% of portfolio
8,142
Q3 2025 Reduced 19.14%
$15.3B
$2.02 Million 0.0% of portfolio
16,656
Q3 2025 Reduced 15.46%
$8.54B
$1.73 Million 0.0% of portfolio
11,030
Q3 2025 Added 24.02%
$13.2B
$814,000 0.0% of portfolio
4,652
Q3 2025 Reduced 0.56%
$541M
$561,000 0.0% of portfolio
77,717
Q3 2025 Added 129.1%
$4.42B
$530,000 0.0% of portfolio
33,725
Q3 2025 Added 67.07%
$852M
$406,000 0.0% of portfolio
27,987
Q3 2025 New
$880M
$370,000 0.0% of portfolio
16,276
Q3 2025 Added 46.49%
$1.38B
$367,000 0.0% of portfolio
64,352
Q3 2025 Added 28.45%
$1.3B
$339,000 0.0% of portfolio
43,939
Q3 2025 Added 162.56%
$988M
$125,000 0.0% of portfolio
80,796
Q3 2025 Added 229.89%
$97.5M
$81,000 0.0% of portfolio
62,996
Q3 2025 Added 3.1%
$359M
$77,000 0.0% of portfolio
12,558
Q3 2025 New
$18.9M
$6,000 0.0% of portfolio
10,056
Q1 2025 Reduced 56.68%
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