Creative Planning Diagnostics & Research

Creative Planning

  • $116 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$45.3 Million 0.04% of portfolio
111,769
Q2 2025 Added 8.85%
$150B
$28.7 Million 0.02% of portfolio
145,343
Q2 2025 Added 10.1%
$54.3B
$15.6 Million 0.01% of portfolio
29,068
Q2 2025 Added 11.73%
$34.7B
$10.8 Million 0.01% of portfolio
91,846
Q2 2025 Added 112.05%
$34.5B
$6.17 Million 0.01% of portfolio
39,151
Q2 2025 Added 25.89%
$15.3B
$4.23 Million 0.0% of portfolio
44,386
Q2 2025 Added 144.78%
$29.1B
$4.2 Million 0.0% of portfolio
3,574
Q2 2025 Added 24.49%
$17.1B
$3.51 Million 0.0% of portfolio
10,069
Q2 2025 Added 8.78%
$5.63B
$2.87 Million 0.0% of portfolio
55,172
Q2 2025 Added 26.19%
$15.3B
$2.38 Million 0.0% of portfolio
19,703
Q2 2025 Added 0.44%
$15.6B
$2.36 Million 0.0% of portfolio
17,251
Q2 2025 Added 11.95%
$7.33B
$2.25 Million 0.0% of portfolio
42,248
Q2 2025 Added 28.84%
$15.5B
$1.88 Million 0.0% of portfolio
11,146
Q2 2025 Added 29.23%
$14.2B
$1.72 Million 0.0% of portfolio
5,479
Q2 2025 Added 2.64%
$3.64B
$1.4 Million 0.0% of portfolio
24,592
Q2 2025 Added 76.22%
$7.77B
$1.35 Million 0.0% of portfolio
8,894
Q2 2025 Added 7.05%
$13.8B
$680,000 0.0% of portfolio
4,678
Q2 2025 Reduced 7.64%
$1.13B
$239,000 0.0% of portfolio
50,100
Q2 2025 Reduced 24.08%
$509M
$226,000 0.0% of portfolio
11,111
Q2 2025 Added 0.1%
$4.18B
$224,000 0.0% of portfolio
20,186
Q2 2025 Added 15.26%
$486M
$180,000 0.0% of portfolio
33,923
Q2 2025 Added 40.65%
$765M
$122,000 0.0% of portfolio
16,735
Q2 2025 Added 20.44%
$103M
$73,000 0.0% of portfolio
61,102
Q2 2025 Added 56.59%
$1.02B
$32,000 0.0% of portfolio
24,492
Q2 2025 Reduced 12.83%
$36.1M
$7,000 0.0% of portfolio
10,056
Q1 2025 Reduced 56.68%
$764K
$3,000 0.0% of portfolio
12,095
Q3 2024 Reduced 3.97%
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