CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 445K | $64.27M |
 | IBM | 440K | $124.22M |
 | HLN | 431K | $3.87M |
 | RUN | 425K | $7.36M |
 | MS | 424K | $67.38M |
 | NVS | 424K | $54.35M |
 | LUV | 420K | $13.39M |
 | CVE | 416K | $7.07M |
 | TFC | 415K | $18.99M |
 | D | 414K | $25.34M |
 | MDLZ | 413K | $25.81M |
 | RES | 411K | $1.96M |
 | EW | 406K | $31.58M |
 | RIO | 400K | $26.37M |
 | TKC | 396K | $2.39M |
 | WEN | 395K | $3.61M |
 | ADT | 393K | $3.42M |
 | LZM | 393K | $2.15M |
 | SHOP | 384K | $57.13M |
 | SHEL | 384K | $27.48M |
The TJX Companies, Inc.
TJX
Shares Held
445K
Value
$64.27M
International Business Machines Corporation
IBM
Shares Held
440K
Value
$124.22M
Haleon plc
HLN
Shares Held
431K
Value
$3.87M
Sunrun Inc.
RUN
Shares Held
425K
Value
$7.36M
Morgan Stanley
MS
Shares Held
424K
Value
$67.38M
Novartis AG
NVS
Shares Held
424K
Value
$54.35M
Southwest Airlines Co.
LUV
Shares Held
420K
Value
$13.39M
Cenovus Energy Inc.
CVE
Shares Held
416K
Value
$7.07M
Truist Financial Corporation
TFC
Shares Held
415K
Value
$18.99M
Dominion Energy, Inc.
D
Shares Held
414K
Value
$25.34M
Mondelez International, Inc.
MDLZ
Shares Held
413K
Value
$25.81M
RPC, Inc.
RES
Shares Held
411K
Value
$1.96M
Edwards Lifesciences Corporation
EW
Shares Held
406K
Value
$31.58M
Rio Tinto Group
RIO
Shares Held
400K
Value
$26.37M
Turkcell Iletisim Hizmetleri A.S.
TKC
Shares Held
396K
Value
$2.39M
The Wendy's Company
WEN
Shares Held
395K
Value
$3.61M
ADT Inc.
ADT
Shares Held
393K
Value
$3.42M
Lifezone Metals Limited
LZM
Shares Held
393K
Value
$2.15M
Shopify Inc.
SHOP
Shares Held
384K
Value
$57.13M
Shell plc
SHEL
Shares Held
384K
Value
$27.48M