
CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BAM | 147K | $8.38M |
![]() | MAC | 147K | $2.68M |
![]() | NAT | 147K | $460.77K |
![]() | TME | 146K | $3.42M |
![]() | LEG | 146K | $1.30M |
![]() | IONQ | 146K | $9.00M |
![]() | BK | 146K | $15.93M |
![]() | TEF | 146K | $739.34K |
![]() | NFLX | 145K | $174.40M |
![]() | HBNC | 145K | $2.32M |
![]() | NNN | 145K | $6.16M |
![]() | NE | 145K | $4.09M |
![]() | AQST | 145K | $808.65K |
![]() | CX | 145K | $1.30M |
![]() | XRAY | 142K | $1.80M |
![]() | JAMF | 141K | $1.51M |
![]() | ED | 141K | $14.19M |
![]() | ADI | 141K | $34.66M |
![]() | KGC | 140K | $3.48M |
![]() | PBR | 140K | $1.77M |

Brookfield Asset Management Ltd.
BAM
Shares Held
147K
Value
$8.38M

The Macerich Company
MAC
Shares Held
147K
Value
$2.68M

Nordic American Tankers Limited
NAT
Shares Held
147K
Value
$460.77K

Tencent Music Entertainment Group
TME
Shares Held
146K
Value
$3.42M

Leggett & Platt, Incorporated
LEG
Shares Held
146K
Value
$1.30M

IonQ, Inc.
IONQ
Shares Held
146K
Value
$9.00M

The Bank of New York Mellon Corporation
BK
Shares Held
146K
Value
$15.93M

Telefónica, S.A.
TEF
Shares Held
146K
Value
$739.34K

Netflix, Inc.
NFLX
Shares Held
145K
Value
$174.40M

Horizon Bancorp, Inc.
HBNC
Shares Held
145K
Value
$2.32M

NNN REIT, Inc.
NNN
Shares Held
145K
Value
$6.16M

Noble Corporation Plc
NE
Shares Held
145K
Value
$4.09M

Aquestive Therapeutics, Inc.
AQST
Shares Held
145K
Value
$808.65K

CEMEX, S.A.B. de C.V.
CX
Shares Held
145K
Value
$1.30M

DENTSPLY SIRONA Inc.
XRAY
Shares Held
142K
Value
$1.80M

Jamf Holding Corp.
JAMF
Shares Held
141K
Value
$1.51M

Consolidated Edison, Inc.
ED
Shares Held
141K
Value
$14.19M

Analog Devices, Inc.
ADI
Shares Held
141K
Value
$34.66M

Kinross Gold Corporation
KGC
Shares Held
140K
Value
$3.48M

Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
140K
Value
$1.77M
