CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAL | 252K | $14.32M |
 | ADNT | 252K | $6.07M |
 | GLW | 252K | $20.65M |
 | CL | 251K | $20.06M |
 | ENIC | 250K | $974.30K |
 | WDS | 249K | $3.74M |
 | GSBD | 248K | $2.52M |
 | DOV | 247K | $41.13M |
 | VOD | 246K | $2.86M |
 | SFBS | 246K | $19.79M |
 | CNC | 245K | $8.74M |
 | DOW | 244K | $5.61M |
 | UPS | 243K | $20.28M |
 | AMCR | 243K | $1.98M |
 | EXC | 241K | $10.83M |
 | DHC | 240K | $1.06M |
 | BUSE | 239K | $5.54M |
 | PANW | 239K | $48.67M |
 | NWG | 239K | $3.38M |
 | UWMC | 239K | $1.45M |
Delta Air Lines, Inc.
DAL
Shares Held
252K
Value
$14.32M
Adient plc
ADNT
Shares Held
252K
Value
$6.07M
Corning Incorporated
GLW
Shares Held
252K
Value
$20.65M
Colgate-Palmolive Company
CL
Shares Held
251K
Value
$20.06M
Enel Chile S.A.
ENIC
Shares Held
250K
Value
$974.30K
Woodside Energy Group Ltd
WDS
Shares Held
249K
Value
$3.74M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
248K
Value
$2.52M
Dover Corporation
DOV
Shares Held
247K
Value
$41.13M
Vodafone Group Public Limited Company
VOD
Shares Held
246K
Value
$2.86M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
246K
Value
$19.79M
Centene Corporation
CNC
Shares Held
245K
Value
$8.74M
Dow Inc.
DOW
Shares Held
244K
Value
$5.61M
United Parcel Service, Inc.
UPS
Shares Held
243K
Value
$20.28M
Amcor plc
AMCR
Shares Held
243K
Value
$1.98M
Exelon Corporation
EXC
Shares Held
241K
Value
$10.83M
Diversified Healthcare Trust
DHC
Shares Held
240K
Value
$1.06M
First Busey Corporation
BUSE
Shares Held
239K
Value
$5.54M
Palo Alto Networks, Inc.
PANW
Shares Held
239K
Value
$48.67M
NatWest Group plc
NWG
Shares Held
239K
Value
$3.38M
UWM Holdings Corporation
UWMC
Shares Held
239K
Value
$1.45M