CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DELL | 220K | $31.21M |
 | TD | 220K | $17.57M |
 | ETN | 220K | $82.16M |
 | AXP | 218K | $72.53M |
 | KVUE | 218K | $3.54M |
 | SNY | 218K | $10.28M |
 | ITUB | 217K | $1.59M |
 | EOG | 216K | $24.21M |
 | INDI | 214K | $871.28K |
 | PUK | 214K | $5.98M |
 | SLQT | 212K | $416.28K |
 | VLY | 211K | $2.23M |
 | ABEV | 209K | $466.03K |
 | CP | 208K | $15.47M |
 | NDLS | 207K | $131.38K |
 | VIPS | 204K | $4.01M |
 | AMGN | 204K | $57.44M |
 | DOC | 203K | $3.89M |
 | RBLX | 203K | $28.15M |
 | SOFI | 203K | $5.36M |
Dell Technologies Inc.
DELL
Shares Held
220K
Value
$31.21M
The Toronto-Dominion Bank
TD
Shares Held
220K
Value
$17.57M
Eaton Corporation plc
ETN
Shares Held
220K
Value
$82.16M
American Express Company
AXP
Shares Held
218K
Value
$72.53M
Kenvue Inc.
KVUE
Shares Held
218K
Value
$3.54M
Sanofi
SNY
Shares Held
218K
Value
$10.28M
Itaú Unibanco Holding S.A.
ITUB
Shares Held
217K
Value
$1.59M
EOG Resources, Inc.
EOG
Shares Held
216K
Value
$24.21M
indie Semiconductor, Inc.
INDI
Shares Held
214K
Value
$871.28K
Prudential plc
PUK
Shares Held
214K
Value
$5.98M
SelectQuote, Inc.
SLQT
Shares Held
212K
Value
$416.28K
Valley National Bancorp
VLY
Shares Held
211K
Value
$2.23M
Ambev S.A.
ABEV
Shares Held
209K
Value
$466.03K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
208K
Value
$15.47M
Noodles & Company
NDLS
Shares Held
207K
Value
$131.38K
Vipshop Holdings Limited
VIPS
Shares Held
204K
Value
$4.01M
Amgen Inc.
AMGN
Shares Held
204K
Value
$57.44M
Healthpeak Properties, Inc.
DOC
Shares Held
203K
Value
$3.89M
Roblox Corporation
RBLX
Shares Held
203K
Value
$28.15M
SoFi Technologies, Inc.
SOFI
Shares Held
203K
Value
$5.36M