Creative Planning Specialty Industrial Machinery

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$57.6 Million 0.05% of portfolio
212,032
Q1 2025 Added 20.13%
$283B
$47.3 Million 0.04% of portfolio
236,439
Q1 2025 Added 18.12%
$26.6B
$43.7 Million 0.04% of portfolio
248,574
Q1 2025 Added 0.5%
$85.3B
$22.8 Million 0.02% of portfolio
208,392
Q1 2025 Added 5.2%
$92.6B
$22.5 Million 0.02% of portfolio
37,028
Q1 2025 Added 25.28%
$79.9B
$22.3 Million 0.02% of portfolio
89,722
Q1 2025 Added 11.36%
$50.4B
$21.1 Million 0.02% of portfolio
67,459
Q1 2025 Added 6.37%
$42.1B
$17.3 Million 0.02% of portfolio
167,364
Q1 2025 Added 7.95%
$9.92B
$13 Million 0.01% of portfolio
113,907
Q1 2025 Added 13.14%
$59.8B
$10.5 Million 0.01% of portfolio
17,758
Q1 2025 Added 22.71%
$40.8B
$8.89 Million 0.01% of portfolio
34,395
Q1 2025 Added 7.9%
$14.7B
$7.81 Million 0.01% of portfolio
93,527
Q1 2025 Added 25.36%
$34.4B
$6.76 Million 0.01% of portfolio
84,433
Q1 2025 Added 13.47%
$41.1B
$5.03 Million 0.0% of portfolio
29,196
Q1 2025 Added 1.75%
$23.6B
$4.86 Million 0.0% of portfolio
40,685
Q1 2025 Added 31.82%
$9.59B
$3.76 Million 0.0% of portfolio
29,680
Q1 2025 Added 2.31%
$13.1B
$2.92 Million 0.0% of portfolio
22,624
Q1 2025 Added 50.82%
$7.86B
$2.89 Million 0.0% of portfolio
22,425
Q1 2025 Added 31.47%
$4.52B
$2.42 Million 0.0% of portfolio
8,316
Q1 2025 Added 0.58%
$6.82B
$2.27 Million 0.0% of portfolio
11,111
Q1 2025 Added 26.26%
$8.73B
$2.15 Million 0.0% of portfolio
32,091
Q1 2025 Added 2.03%
$3.86B
$2.15 Million 0.0% of portfolio
6,373
Q1 2025 Added 22.11%
$6.16B
$1.86 Million 0.0% of portfolio
12,897
Q1 2025 Added 13.51%
$17.3B
$1.8 Million 0.0% of portfolio
20,526
Q1 2025 Added 2.54%
$10.5B
$1.67 Million 0.0% of portfolio
10,934
Q1 2025 Reduced 3.99%
$3.82B
$1.51 Million 0.0% of portfolio
59,255
Q1 2025 Added 54.58%
$12.5B
$1.49 Million 0.0% of portfolio
7,409
Q1 2025 Added 140.86%
$4.22B
$1.49 Million 0.0% of portfolio
15,902
Q1 2025 Added 37.42%
$4.01B
$1.47 Million 0.0% of portfolio
11,717
Q1 2025 Added 59.31%
$4.19B
$1.35 Million 0.0% of portfolio
8,339
Q1 2025 Added 32.68%
$13.9B
$1.16 Million 0.0% of portfolio
6,401
Q1 2025 Added 7.67%
$8.05B
$1.15 Million 0.0% of portfolio
7,567
Q1 2025 Reduced 0.24%
$1.5B
$944,000 0.0% of portfolio
11,839
Q1 2025 Added 208.87%
$4.24B
$831,000 0.0% of portfolio
57,348
Q1 2025 Added 182.5%
$7.77B
$549,000 0.0% of portfolio
9,286
Q1 2025 Reduced 15.83%
$1.88B
$530,000 0.0% of portfolio
3,289
Q1 2025 Reduced 6.4%
$1.52B
$482,000 0.0% of portfolio
19,975
Q1 2025 Reduced 65.89%
$7.04B
$429,000 0.0% of portfolio
8,799
Q1 2025 Reduced 15.74%
$986M
$322,000 0.0% of portfolio
9,197
Q1 2025 Added 2.98%
$922M
$303,000 0.0% of portfolio
10,909
Q1 2025 New
$1.89B
$298,000 0.0% of portfolio
21,057
Q1 2025 Added 104.42%
$550M
$210,000 0.0% of portfolio
7,291
Q1 2025 New
$1.47B
$204,000 0.0% of portfolio
5,343
Q1 2025 Added 35,520.0%
$6.91B
$184,000 0.0% of portfolio
10,031
Q1 2025 Added 5,766.08%
$34.7M
$8,000 0.0% of portfolio
10,033
Q1 2025 New
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