CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ETR | 100K | $9.35M |
 | CEG | 100K | $33.00M |
 | BAX | 100K | $2.28M |
 | HOMB | 100K | $2.83M |
 | BEN | 100K | $2.31M |
 | SNV | 100K | $4.90M |
 | VRRM | 99K | $2.46M |
 | HIMS | 99K | $5.63M |
 | VYX | 99K | $1.25M |
 | RXST | 99K | $892.33K |
 | IOVA | 99K | $215.32K |
 | NVAX | 99K | $859.22K |
 | TFSL | 99K | $1.30M |
 | EVH | 99K | $836.03K |
 | ZM | 99K | $8.15M |
 | HTLD | 99K | $827.51K |
 | FDX | 99K | $23.25M |
 | EQBK | 99K | $4.01M |
 | ISRG | 99K | $44.06M |
 | ASB | 98K | $2.53M |
Entergy Corporation
ETR
Shares Held
100K
Value
$9.35M
Constellation Energy Corporation
CEG
Shares Held
100K
Value
$33.00M
Baxter International Inc.
BAX
Shares Held
100K
Value
$2.28M
Home Bancshares, Inc.
HOMB
Shares Held
100K
Value
$2.83M
Franklin Resources, Inc.
BEN
Shares Held
100K
Value
$2.31M
Synovus Financial Corp.
SNV
Shares Held
100K
Value
$4.90M
Verra Mobility Corporation
VRRM
Shares Held
99K
Value
$2.46M
Hims & Hers Health, Inc.
HIMS
Shares Held
99K
Value
$5.63M
NCR Voyix Corporation
VYX
Shares Held
99K
Value
$1.25M
RxSight, Inc.
RXST
Shares Held
99K
Value
$892.33K
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
99K
Value
$215.32K
Novavax, Inc.
NVAX
Shares Held
99K
Value
$859.22K
TFS Financial Corporation
TFSL
Shares Held
99K
Value
$1.30M
Evolent Health, Inc.
EVH
Shares Held
99K
Value
$836.03K
Zoom Communications, Inc.
ZM
Shares Held
99K
Value
$8.15M
Heartland Express, Inc.
HTLD
Shares Held
99K
Value
$827.51K
FedEx Corporation
FDX
Shares Held
99K
Value
$23.25M
Equity Bancshares, Inc.
EQBK
Shares Held
99K
Value
$4.01M
Intuitive Surgical, Inc.
ISRG
Shares Held
99K
Value
$44.06M
Associated Banc-Corp
ASB
Shares Held
98K
Value
$2.53M