Creative Planning Diagnostics & Research

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159B
$51.1 Million 0.05% of portfolio
102,683
Q1 2025 Reduced 1.67%
$137B
$27.1 Million 0.03% of portfolio
132,015
Q1 2025 Added 3.51%
$43.4B
$10.9 Million 0.01% of portfolio
26,016
Q1 2025 Added 7.42%
$29.5B
$5.48 Million 0.01% of portfolio
31,100
Q1 2025 Added 26.97%
$33.2B
$5.07 Million 0.0% of portfolio
43,313
Q1 2025 Reduced 13.95%
$16.9B
$3.41 Million 0.0% of portfolio
9,256
Q1 2025 Added 7.98%
$26.3B
$3.39 Million 0.0% of portfolio
2,871
Q1 2025 Reduced 5.15%
$15.3B
$2.37 Million 0.0% of portfolio
19,616
Q1 2025 Reduced 1.26%
$15.6B
$2.11 Million 0.0% of portfolio
15,409
Q1 2025 Added 0.22%
$4.67B
$1.86 Million 0.0% of portfolio
43,723
Q1 2025 Added 47.52%
$9.61B
$1.63 Million 0.0% of portfolio
5,338
Q1 2025 Added 10.82%
$14.9B
$1.44 Million 0.0% of portfolio
18,133
Q1 2025 Reduced 8.07%
$8.56B
$1.42 Million 0.0% of portfolio
32,792
Q1 2025 Reduced 8.65%
$7.62B
$1.25 Million 0.0% of portfolio
8,308
Q1 2025 Added 97.25%
$13.6B
$1.22 Million 0.0% of portfolio
8,625
Q1 2025 Added 12.98%
$11.4B
$886,000 0.0% of portfolio
5,065
Q1 2025 Reduced 37.73%
$1.03B
$572,000 0.0% of portfolio
65,987
Q1 2025 Added 216.5%
$537M
$274,000 0.0% of portfolio
16,255
Q1 2025 Reduced 48.61%
$1.96B
$274,000 0.0% of portfolio
7,000
Q1 2025 Added 39.36%
$440M
$222,000 0.0% of portfolio
11,100
Q1 2025 Added 16.35%
$359M
$213,000 0.0% of portfolio
24,119
Q1 2025 Added 34,855.07%
$3.11B
$204,000 0.0% of portfolio
17,513
Q1 2025 Reduced 12.05%
$781M
$131,000 0.0% of portfolio
13,895
Q1 2025 Reduced 37.76%
$1.08B
$46,000 0.0% of portfolio
28,097
Q1 2025 Added 15.8%
$106M
$42,000 0.0% of portfolio
39,020
Q1 2025 Reduced 17.47%
$42.4M
$5,000 0.0% of portfolio
10,056
Q1 2025 Reduced 56.68%
$736K
$3,000 0.0% of portfolio
12,095
Q3 2024 Reduced 3.97%
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