CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADC | 120K | $8.51M |
 | ALK | 119K | $5.94M |
 | VRT | 119K | $17.96M |
 | IRM | 119K | $12.14M |
 | SM | 119K | $2.96M |
 | NWSA | 118K | $3.64M |
 | STNE | 118K | $2.24M |
 | THRM | 118K | $4.02M |
 | RIOT | 118K | $2.24M |
 | GGG | 117K | $9.98M |
 | PK | 117K | $1.30M |
 | U | 117K | $4.70M |
 | KB | 117K | $9.70M |
 | AEE | 117K | $12.17M |
 | BCE | 116K | $2.72M |
 | GMAB | 116K | $3.55M |
 | NOV | 116K | $1.53M |
 | EBAY | 116K | $10.51M |
 | PSKY | 115K | $2.17M |
 | TLRY | 114K | $196.78K |
Agree Realty Corporation
ADC
Shares Held
120K
Value
$8.51M
Alaska Air Group, Inc.
ALK
Shares Held
119K
Value
$5.94M
Vertiv Holdings Co
VRT
Shares Held
119K
Value
$17.96M
Iron Mountain Incorporated
IRM
Shares Held
119K
Value
$12.14M
SM Energy Company
SM
Shares Held
119K
Value
$2.96M
News Corporation
NWSA
Shares Held
118K
Value
$3.64M
StoneCo Ltd.
STNE
Shares Held
118K
Value
$2.24M
Gentherm Incorporated
THRM
Shares Held
118K
Value
$4.02M
Riot Platforms, Inc.
RIOT
Shares Held
118K
Value
$2.24M
Graco Inc.
GGG
Shares Held
117K
Value
$9.98M
Park Hotels & Resorts Inc.
PK
Shares Held
117K
Value
$1.30M
Unity Software Inc.
U
Shares Held
117K
Value
$4.70M
KB Financial Group Inc.
KB
Shares Held
117K
Value
$9.70M
Ameren Corporation
AEE
Shares Held
117K
Value
$12.17M
BCE Inc.
BCE
Shares Held
116K
Value
$2.72M
Genmab A/S
GMAB
Shares Held
116K
Value
$3.55M
NOV Inc.
NOV
Shares Held
116K
Value
$1.53M
eBay Inc.
EBAY
Shares Held
116K
Value
$10.51M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
115K
Value
$2.17M
Tilray Brands, Inc.
TLRY
Shares Held
114K
Value
$196.78K