CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 918K | $28.70M |
 | NEE | 915K | $69.11M |
 | TSLA | 912K | $405.47M |
 | OBDC | 879K | $11.22M |
 | ANET | 877K | $127.78M |
 | BSY | 875K | $45.04M |
 | INFY | 859K | $13.97M |
 | META | 849K | $623.83M |
 | CSX | 840K | $29.82M |
 | HTZ | 791K | $5.38M |
 | MO | 775K | $51.18M |
 | WBD | 771K | $15.05M |
 | V | 763K | $260.47M |
 | NLY | 754K | $15.23M |
 | CVX | 748K | $116.20M |
 | QXO | 740K | $14.11M |
 | TIXT | 731K | $3.28M |
 | FLO | 721K | $9.40M |
 | IOT | 716K | $26.66M |
 | PEP | 701K | $98.42M |
Enterprise Products Partners L.P.
EPD
Shares Held
918K
Value
$28.70M
NextEra Energy, Inc.
NEE
Shares Held
915K
Value
$69.11M
Tesla, Inc.
TSLA
Shares Held
912K
Value
$405.47M
Blue Owl Capital Corporation
OBDC
Shares Held
879K
Value
$11.22M
Arista Networks, Inc.
ANET
Shares Held
877K
Value
$127.78M
Bentley Systems, Incorporated
BSY
Shares Held
875K
Value
$45.04M
Infosys Limited
INFY
Shares Held
859K
Value
$13.97M
Meta Platforms, Inc.
META
Shares Held
849K
Value
$623.83M
CSX Corporation
CSX
Shares Held
840K
Value
$29.82M
Hertz Global Holdings, Inc.
HTZ
Shares Held
791K
Value
$5.38M
Altria Group, Inc.
MO
Shares Held
775K
Value
$51.18M
Warner Bros. Discovery, Inc.
WBD
Shares Held
771K
Value
$15.05M
Visa Inc.
V
Shares Held
763K
Value
$260.47M
Annaly Capital Management, Inc.
NLY
Shares Held
754K
Value
$15.23M
Chevron Corporation
CVX
Shares Held
748K
Value
$116.20M
QXO Inc
QXO
Shares Held
740K
Value
$14.11M
TELUS International (Cda) Inc.
TIXT
Shares Held
731K
Value
$3.28M
Flowers Foods, Inc.
FLO
Shares Held
721K
Value
$9.40M
Samsara Inc.
IOT
Shares Held
716K
Value
$26.66M
PepsiCo, Inc.
PEP
Shares Held
701K
Value
$98.42M