CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 1.57M | $27.00M |
 | CSCO | 1.53M | $104.74M |
 | AVGO | 1.52M | $500.77M |
 | JPM | 1.46M | $460.81M |
 | LYG | 1.46M | $6.61M |
 | INTC | 1.37M | $45.80M |
 | CMCSA | 1.34M | $42.22M |
 | MFG | 1.28M | $8.59M |
 | RDY | 1.26M | $17.66M |
 | RIG | 1.22M | $3.81M |
 | WFC | 1.20M | $100.41M |
 | JNJ | 1.15M | $212.31M |
 | ASX | 1.13M | $12.58M |
 | VZ | 1.13M | $49.63M |
 | F | 1.08M | $12.90M |
 | MRK | 1.08M | $90.35M |
 | ABT | 1.07M | $143.02M |
 | MUFG | 1.07M | $17.00M |
 | ORCL | 992K | $279.03M |
 | ABBV | 970K | $224.63M |
Energy Transfer LP
ET
Shares Held
1.57M
Value
$27.00M
Cisco Systems, Inc.
CSCO
Shares Held
1.53M
Value
$104.74M
Broadcom Inc.
AVGO
Shares Held
1.52M
Value
$500.77M
JPMorgan Chase & Co.
JPM
Shares Held
1.46M
Value
$460.81M
Lloyds Banking Group plc
LYG
Shares Held
1.46M
Value
$6.61M
Intel Corporation
INTC
Shares Held
1.37M
Value
$45.80M
Comcast Corporation
CMCSA
Shares Held
1.34M
Value
$42.22M
Mizuho Financial Group, Inc.
MFG
Shares Held
1.28M
Value
$8.59M
Dr. Reddy's Laboratories Limited
RDY
Shares Held
1.26M
Value
$17.66M
Transocean Ltd.
RIG
Shares Held
1.22M
Value
$3.81M
Wells Fargo & Company
WFC
Shares Held
1.20M
Value
$100.41M
Johnson & Johnson
JNJ
Shares Held
1.15M
Value
$212.31M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
1.13M
Value
$12.58M
Verizon Communications Inc.
VZ
Shares Held
1.13M
Value
$49.63M
Ford Motor Company
F
Shares Held
1.08M
Value
$12.90M
Merck & Co., Inc.
MRK
Shares Held
1.08M
Value
$90.35M
Abbott Laboratories
ABT
Shares Held
1.07M
Value
$143.02M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
1.07M
Value
$17.00M
Oracle Corporation
ORCL
Shares Held
992K
Value
$279.03M
AbbVie Inc.
ABBV
Shares Held
970K
Value
$224.63M