Creative Planning Specialty Retail

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.16B
$39.7 Million 0.04% of portfolio
27,703
Q1 2025 Added 26.64%
$72.9B
$11 Million 0.01% of portfolio
2,889
Q1 2025 Added 4.0%
$6.59B
$9.37 Million 0.01% of portfolio
170,064
Q1 2025 Added 3.76%
$26.3B
$7.35 Million 0.01% of portfolio
20,065
Q1 2025 Added 23.94%
$18.8B
$5.01 Million 0.0% of portfolio
42,057
Q1 2025 Reduced 2.16%
$12B
$4.75 Million 0.0% of portfolio
30,064
Q1 2025 Reduced 3.05%
$15.1B
$4.68 Million 0.0% of portfolio
63,629
Q1 2025 Reduced 0.07%
$19.6B
$4.31 Million 0.0% of portfolio
9,931
Q1 2025 Added 20.77%
$11.8B
$3.69 Million 0.0% of portfolio
18,305
Q1 2025 Added 17.84%
$4.44B
$1.28 Million 0.0% of portfolio
28,163
Q1 2025 Added 19.84%
$1.3B
$1.2 Million 0.0% of portfolio
3,782
Q1 2025 Added 7.78%
$9.67B
$1.03 Million 0.0% of portfolio
2,189
Q1 2025 Reduced 1.88%
$7.18B
$651,000 0.0% of portfolio
21,475
Q1 2025 Added 6.73%
$7.61B
$584,000 0.0% of portfolio
7,804
Q1 2025 Reduced 25.85%
$5.05B
$549,000 0.0% of portfolio
2,343
Q1 2025 Reduced 10.13%
$1.08B
$434,000 0.0% of portfolio
48,172
Q1 2025 Added 19.72%
$7.17B
$315,000 0.0% of portfolio
14,121
Q1 2025 Added 18.15%
$884M
$219,000 0.0% of portfolio
15,338
Q1 2025 New
$6B
$212,000 0.0% of portfolio
11,485
Q1 2025 Reduced 15.53%
$439M
$196,000 0.0% of portfolio
14,788
Q1 2025 Added 21,025.71%
$424M
$107,000 0.0% of portfolio
22,934
Q1 2025 Added 5.12%
$768M
$107,000 0.0% of portfolio
32,045
Q1 2025 Reduced 25.41%
$274M
$75,000 0.0% of portfolio
28,353
Q1 2025 Added 37.14%
$543M
$43,000 0.0% of portfolio
10,993
Q1 2025 Reduced 80.15%
$1.03B
$35,000 0.0% of portfolio
27,667
Q1 2025 Reduced 35.04%
$211M
$20,000 0.0% of portfolio
34,170
Q1 2025 Reduced 56.61%
$102M
$8,000 0.0% of portfolio
11,607
Q1 2025 Reduced 66.67%
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