CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WPP | 105K | $2.63M |
 | JBS | 105K | $1.57M |
 | PLTK | 104K | $405.84K |
 | FTS | 104K | $5.29M |
 | CIG | 104K | $219.60K |
 | PBF | 104K | $3.13M |
 | VFC | 104K | $1.50M |
 | REZI | 104K | $4.48M |
 | PNC | 104K | $20.83M |
 | BIP | 103K | $3.40M |
 | PATH | 103K | $1.38M |
 | HOPE | 103K | $1.11M |
 | ZS | 103K | $30.74M |
 | FTI | 102K | $4.04M |
 | NRGV | 102K | $303.35K |
 | NXT | 102K | $7.55M |
 | SHOO | 102K | $3.41M |
 | KE | 101K | $3.03M |
 | CFLT | 101K | $2.00M |
 | BKR | 100K | $4.89M |
WPP plc
WPP
Shares Held
105K
Value
$2.63M
JBS N.V.
JBS
Shares Held
105K
Value
$1.57M
Playtika Holding Corp.
PLTK
Shares Held
104K
Value
$405.84K
Fortis Inc.
FTS
Shares Held
104K
Value
$5.29M
Companhia Energética de Minas Gerais
CIG
Shares Held
104K
Value
$219.60K
PBF Energy Inc.
PBF
Shares Held
104K
Value
$3.13M
V.F. Corporation
VFC
Shares Held
104K
Value
$1.50M
Resideo Technologies, Inc.
REZI
Shares Held
104K
Value
$4.48M
The PNC Financial Services Group, Inc.
PNC
Shares Held
104K
Value
$20.83M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
103K
Value
$3.40M
UiPath Inc.
PATH
Shares Held
103K
Value
$1.38M
Hope Bancorp, Inc.
HOPE
Shares Held
103K
Value
$1.11M
Zscaler, Inc.
ZS
Shares Held
103K
Value
$30.74M
TechnipFMC plc
FTI
Shares Held
102K
Value
$4.04M
Energy Vault Holdings, Inc.
NRGV
Shares Held
102K
Value
$303.35K
Nextpower Inc.
NXT
Shares Held
102K
Value
$7.55M
Steven Madden, Ltd.
SHOO
Shares Held
102K
Value
$3.41M
Kimball Electronics, Inc.
KE
Shares Held
101K
Value
$3.03M
Confluent, Inc.
CFLT
Shares Held
101K
Value
$2.00M
Baker Hughes Company
BKR
Shares Held
100K
Value
$4.89M