CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 383K | $65.45M |
 | C | 383K | $38.85M |
 | FOLD | 381K | $3.00M |
 | CHT | 381K | $16.61M |
 | PLD | 380K | $43.53M |
 | MCD | 380K | $115.38M |
 | NCLH | 374K | $9.21M |
 | NVO | 373K | $20.68M |
 | BA | 372K | $80.33M |
 | FCX | 367K | $14.38M |
 | XEL | 365K | $29.46M |
 | HPQ | 365K | $9.94M |
 | WMB | 363K | $23.01M |
 | ENB | 363K | $18.30M |
 | O | 360K | $21.88M |
 | FTNT | 358K | $30.13M |
 | SSL | 358K | $2.23M |
 | DUK | 357K | $44.22M |
 | CORZ | 356K | $6.38M |
 | QS | 354K | $4.36M |
Blackstone Inc.
BX
Shares Held
383K
Value
$65.45M
Citigroup Inc.
C
Shares Held
383K
Value
$38.85M
Amicus Therapeutics, Inc.
FOLD
Shares Held
381K
Value
$3.00M
Chunghwa Telecom Co., Ltd.
CHT
Shares Held
381K
Value
$16.61M
Prologis, Inc.
PLD
Shares Held
380K
Value
$43.53M
McDonald's Corporation
MCD
Shares Held
380K
Value
$115.38M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
374K
Value
$9.21M
Novo Nordisk A/S
NVO
Shares Held
373K
Value
$20.68M
The Boeing Company
BA
Shares Held
372K
Value
$80.33M
Freeport-McMoRan Inc.
FCX
Shares Held
367K
Value
$14.38M
Xcel Energy Inc.
XEL
Shares Held
365K
Value
$29.46M
HP Inc.
HPQ
Shares Held
365K
Value
$9.94M
The Williams Companies, Inc.
WMB
Shares Held
363K
Value
$23.01M
Enbridge Inc.
ENB
Shares Held
363K
Value
$18.30M
Realty Income Corporation
O
Shares Held
360K
Value
$21.88M
Fortinet, Inc.
FTNT
Shares Held
358K
Value
$30.13M
Sasol Limited
SSL
Shares Held
358K
Value
$2.23M
Duke Energy Corporation
DUK
Shares Held
357K
Value
$44.22M
Core Scientific, Inc.
CORZ
Shares Held
356K
Value
$6.38M
QuantumScape Corporation
QS
Shares Held
354K
Value
$4.36M