CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSEC | 189K | $520.67K |
 | REYN | 189K | $4.63M |
 | VICI | 188K | $6.12M |
 | MGY | 187K | $4.46M |
 | GNTX | 186K | $5.28M |
 | CVS | 186K | $13.99M |
 | CLBK | 185K | $2.77M |
 | COF | 184K | $39.22M |
 | VIAV | 184K | $2.34M |
 | SU | 184K | $7.67M |
 | WTRG | 182K | $7.28M |
 | OTIS | 182K | $16.64M |
 | RGTI | 180K | $5.38M |
 | UAMY | 180K | $1.12M |
 | MNKD | 180K | $964.11K |
 | KHC | 179K | $4.67M |
 | WM | 178K | $39.25M |
 | FLEX | 178K | $10.29M |
 | TSCO | 177K | $10.09M |
 | KURA | 177K | $1.57M |
Prospect Capital Corporation
PSEC
Shares Held
189K
Value
$520.67K
Reynolds Consumer Products Inc.
REYN
Shares Held
189K
Value
$4.63M
VICI Properties Inc.
VICI
Shares Held
188K
Value
$6.12M
Magnolia Oil & Gas Corporation
MGY
Shares Held
187K
Value
$4.46M
Gentex Corporation
GNTX
Shares Held
186K
Value
$5.28M
CVS Health Corporation
CVS
Shares Held
186K
Value
$13.99M
Columbia Financial, Inc.
CLBK
Shares Held
185K
Value
$2.77M
Capital One Financial Corporation
COF
Shares Held
184K
Value
$39.22M
Viavi Solutions Inc.
VIAV
Shares Held
184K
Value
$2.34M
Suncor Energy Inc.
SU
Shares Held
184K
Value
$7.67M
Essential Utilities, Inc.
WTRG
Shares Held
182K
Value
$7.28M
Otis Worldwide Corporation
OTIS
Shares Held
182K
Value
$16.64M
Rigetti Computing, Inc.
RGTI
Shares Held
180K
Value
$5.38M
United States Antimony Corporation
UAMY
Shares Held
180K
Value
$1.12M
MannKind Corporation
MNKD
Shares Held
180K
Value
$964.11K
The Kraft Heinz Company
KHC
Shares Held
179K
Value
$4.67M
Waste Management, Inc.
WM
Shares Held
178K
Value
$39.25M
Flex Ltd.
FLEX
Shares Held
178K
Value
$10.29M
Tractor Supply Company
TSCO
Shares Held
177K
Value
$10.09M
Kura Oncology, Inc.
KURA
Shares Held
177K
Value
$1.57M