CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BNL | 542K | $9.69M |
 | CXDO | 531K | $3.45M |
 | ULCC | 529K | $2.34M |
 | NOK | 525K | $2.52M |
 | BN | 524K | $35.90M |
 | BMY | 523K | $23.59M |
 | BCS | 510K | $10.54M |
 | QCOM | 499K | $83.02M |
 | SBUX | 494K | $41.78M |
 | PCG | 491K | $7.40M |
 | AEG | 481K | $3.84M |
 | PM | 476K | $77.28M |
 | UL | 470K | $27.88M |
 | UBER | 469K | $45.93M |
 | SO | 465K | $44.08M |
 | TAK | 463K | $6.78M |
 | NMR | 460K | $3.34M |
 | CAG | 456K | $8.35M |
 | ORLY | 454K | $48.91M |
 | TOST | 452K | $16.50M |
Broadstone Net Lease, Inc.
BNL
Shares Held
542K
Value
$9.69M
Crexendo, Inc.
CXDO
Shares Held
531K
Value
$3.45M
Frontier Group Holdings, Inc.
ULCC
Shares Held
529K
Value
$2.34M
Nokia Oyj
NOK
Shares Held
525K
Value
$2.52M
Brookfield Corporation
BN
Shares Held
524K
Value
$35.90M
Bristol-Myers Squibb Company
BMY
Shares Held
523K
Value
$23.59M
Barclays PLC
BCS
Shares Held
510K
Value
$10.54M
QUALCOMM Incorporated
QCOM
Shares Held
499K
Value
$83.02M
Starbucks Corporation
SBUX
Shares Held
494K
Value
$41.78M
Pacific Gas & Electric Co.
PCG
Shares Held
491K
Value
$7.40M
Aegon Ltd.
AEG
Shares Held
481K
Value
$3.84M
Philip Morris International Inc.
PM
Shares Held
476K
Value
$77.28M
Unilever PLC
UL
Shares Held
470K
Value
$27.88M
Uber Technologies, Inc.
UBER
Shares Held
469K
Value
$45.93M
The Southern Company
SO
Shares Held
465K
Value
$44.08M
Takeda Pharmaceutical Company Limited
TAK
Shares Held
463K
Value
$6.78M
Nomura Holdings, Inc.
NMR
Shares Held
460K
Value
$3.34M
Conagra Brands, Inc.
CAG
Shares Held
456K
Value
$8.35M
O'Reilly Automotive, Inc.
ORLY
Shares Held
454K
Value
$48.91M
Toast, Inc.
TOST
Shares Held
452K
Value
$16.50M