CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BTBT | 271K | $811.80K |
 | MDU | 270K | $4.81M |
 | BP | 269K | $9.25M |
 | SYY | 268K | $22.10M |
 | AGNC | 267K | $2.62M |
 | RY | 267K | $39.33M |
 | MFC | 266K | $8.29M |
 | CBSH | 265K | $15.86M |
 | ARCC | 264K | $5.39M |
 | COST | 262K | $242.45M |
 | UNH | 260K | $89.81M |
 | ZNTL | 260K | $392.60K |
 | LFST | 260K | $1.43M |
 | MA | 259K | $147.48M |
 | PSX | 258K | $35.10M |
 | CFG | 258K | $13.71M |
 | DB | 253K | $8.97M |
 | ACN | 253K | $62.35M |
 | EBC | 252K | $4.58M |
 | CNDT | 252K | $706.55K |
Bit Digital, Inc.
BTBT
Shares Held
271K
Value
$811.80K
MDU Resources Group, Inc.
MDU
Shares Held
270K
Value
$4.81M
BP p.l.c.
BP
Shares Held
269K
Value
$9.25M
Sysco Corporation
SYY
Shares Held
268K
Value
$22.10M
AGNC Investment Corp.
AGNC
Shares Held
267K
Value
$2.62M
Royal Bank of Canada
RY
Shares Held
267K
Value
$39.33M
Manulife Financial Corporation
MFC
Shares Held
266K
Value
$8.29M
Commerce Bancshares, Inc.
CBSH
Shares Held
265K
Value
$15.86M
Ares Capital Corporation
ARCC
Shares Held
264K
Value
$5.39M
Costco Wholesale Corporation
COST
Shares Held
262K
Value
$242.45M
UnitedHealth Group Incorporated
UNH
Shares Held
260K
Value
$89.81M
Zentalis Pharmaceuticals, Inc.
ZNTL
Shares Held
260K
Value
$392.60K
LifeStance Health Group, Inc.
LFST
Shares Held
260K
Value
$1.43M
Mastercard Incorporated
MA
Shares Held
259K
Value
$147.48M
Phillips 66
PSX
Shares Held
258K
Value
$35.10M
Citizens Financial Group, Inc.
CFG
Shares Held
258K
Value
$13.71M
Deutsche Bank AG
DB
Shares Held
253K
Value
$8.97M
Accenture plc
ACN
Shares Held
253K
Value
$62.35M
Eastern Bankshares, Inc.
EBC
Shares Held
252K
Value
$4.58M
Conduent Incorporated
CNDT
Shares Held
252K
Value
$706.55K