CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BSX | 329K | $32.17M |
 | CCL | 327K | $9.46M |
 | HPE | 325K | $7.98M |
 | UNP | 324K | $76.67M |
 | UBS | 323K | $13.26M |
 | PYPL | 322K | $21.63M |
 | PACB | 319K | $408.13K |
 | COP | 318K | $30.13M |
 | ASPI | 317K | $3.05M |
 | HSBC | 314K | $22.31M |
 | CRML | 314K | $1.95M |
 | AZN | 312K | $23.96M |
 | STLA | 309K | $2.89M |
 | CRM | 309K | $73.18M |
 | CDE | 307K | $5.76M |
 | BBAI-WT | 306K | $647.90K |
 | AAL | 305K | $3.43M |
 | GILD | 303K | $33.64M |
 | RF | 302K | $7.97M |
 | WF | 299K | $16.79M |
Boston Scientific Corporation
BSX
Shares Held
329K
Value
$32.17M
Carnival Corporation & plc
CCL
Shares Held
327K
Value
$9.46M
Hewlett Packard Enterprise Company
HPE
Shares Held
325K
Value
$7.98M
Union Pacific Corporation
UNP
Shares Held
324K
Value
$76.67M
UBS Group AG
UBS
Shares Held
323K
Value
$13.26M
PayPal Holdings, Inc.
PYPL
Shares Held
322K
Value
$21.63M
Pacific Biosciences of California, Inc.
PACB
Shares Held
319K
Value
$408.13K
ConocoPhillips
COP
Shares Held
318K
Value
$30.13M
ASP Isotopes Inc. Common Stock
ASPI
Shares Held
317K
Value
$3.05M
HSBC Holdings plc
HSBC
Shares Held
314K
Value
$22.31M
Critical Metals Corp.
CRML
Shares Held
314K
Value
$1.95M
AstraZeneca PLC
AZN
Shares Held
312K
Value
$23.96M
Stellantis N.V.
STLA
Shares Held
309K
Value
$2.89M
Salesforce, Inc.
CRM
Shares Held
309K
Value
$73.18M
Coeur Mining, Inc.
CDE
Shares Held
307K
Value
$5.76M
BigBear.ai Holdings, Inc. WT
BBAI-WT
Shares Held
306K
Value
$647.90K
American Airlines Group Inc.
AAL
Shares Held
305K
Value
$3.43M
Gilead Sciences, Inc.
GILD
Shares Held
303K
Value
$33.64M
Regions Financial Corporation
RF
Shares Held
302K
Value
$7.97M
Woori Financial Group Inc.
WF
Shares Held
299K
Value
$16.79M