Creative Planning Portfolio Holdings

Creative Planning

  • $101 Billion
  • Q3 2024

Creative Planning has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 5488 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.3B, Vanguard Ftse Developed Market with a value of $7.66B, Vanguard Bd Index Fd Inc Total with a value of $6.89B, Spdr Portfolio with a value of $4.01B, and Ishares Inc with a value of $3.77B.

Examining the 13F form we can see an increase of $7.08B in the current position value, from $93.6B to 101B.

Creative Planning is based out at Overland Park, KS

Below you can find more details about Creative Planning portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $81.6 Billion
Technology: $6.45 Billion
Financial Services: $3.16 Billion
Consumer Cyclical: $1.87 Billion
Healthcare: $1.8 Billion
Communication Services: $1.39 Billion
Industrials: $1.39 Billion
Consumer Defensive: $1.21 Billion
Other: $1.71 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Billion 12.25% of portfolio
21,368,471
Q3 2024 Added 1.22%
$0
$7.66 Billion 7.61% of portfolio
145,118,743
Q3 2024 Added 3.82%
$0
$6.89 Billion 6.84% of portfolio
91,686,451
Q3 2024 Added 8.58%
$0
$4.01 Billion 3.98% of portfolio
73,250,119
Q3 2024 Added 4.96%
$0
$3.77 Billion 3.75% of portfolio
70,336,905
Q3 2024 Added 0.15%
$0
$3.38 Billion 3.36% of portfolio
12,839,996
Q3 2024 Reduced 0.92%
$3.68T
$2.24 Billion 2.23% of portfolio
9,615,504
Q3 2024 Added 3.89%
$0
$2.16 Billion 2.14% of portfolio
8,180,070
Q3 2024 Reduced 1.15%
$0
$2.02 Billion 2.0% of portfolio
24,067,807
Q3 2024 Added 1.67%
$0
$2 Billion 1.99% of portfolio
53,357,013
Q3 2024 Added 0.13%
$0
$1.99 Billion 1.98% of portfolio
29,491,836
Q3 2024 Added 3.2%
$0
$1.93 Billion 1.92% of portfolio
6,826,515
Q3 2024 Reduced 3.33%
$0
$1.89 Billion 1.88% of portfolio
27,919,139
Q3 2024 Reduced 1.03%
$0
$1.71 Billion 1.7% of portfolio
2,976,452
Q3 2024 Reduced 0.75%
$0
$1.57 Billion 1.56% of portfolio
16,156,844
Q3 2024 Reduced 7.15%
$0
$1.37 Billion 1.36% of portfolio
12,627,580
Q3 2024 Added 6.08%
$0
$1.28 Billion 1.27% of portfolio
12,631,424
Q3 2024 Reduced 2.53%
$0
$1.28 Billion 1.27% of portfolio
24,963,386
Q3 2024 Reduced 2.49%
$610B
$1.25 Billion 1.24% of portfolio
2,709,007
Q3 2024 Added 0.66%
$0
$1.24 Billion 1.23% of portfolio
17,519,446
Q3 2024 Reduced 0.92%
$0
$1.12 Billion 1.12% of portfolio
37,094,244
Q3 2024 Added 9.0%
$3.1T
$1.1 Billion 1.09% of portfolio
2,559,944
Q3 2024 Added 2.63%
$0
$958 Million 0.95% of portfolio
20,014,773
Q3 2024 Reduced 3.31%
$0
$949 Million 0.94% of portfolio
22,995,882
Q3 2024 Reduced 2.56%
$364B
$923 Million 0.92% of portfolio
7,599,372
Q3 2024 Added 16.21%
$0
$866 Million 0.86% of portfolio
21,048,811
Q3 2024 Reduced 0.58%
$0
$817 Million 0.81% of portfolio
9,830,646
Q3 2024 Reduced 2.13%
$0
$787 Million 0.78% of portfolio
14,143,862
Q3 2024 Reduced 0.75%
$0
$727 Million 0.72% of portfolio
11,211,136
Q3 2024 Reduced 1.14%
$0
$703 Million 0.7% of portfolio
13,094,257
Q3 2024 Reduced 20.49%
$0
$698 Million 0.69% of portfolio
11,557,959
Q3 2024 Added 7.75%
$0
$662 Million 0.66% of portfolio
1,254,474
Q3 2024 Reduced 0.33%
$0
$619 Million 0.62% of portfolio
21,228,179
Q3 2024 Reduced 4.11%
$0
$593 Million 0.59% of portfolio
6,185,424
Q3 2024 Added 6.83%
$0
$595 Million 0.59% of portfolio
25,699,563
Q3 2024 Reduced 5.71%
$2.07T
$578 Million 0.57% of portfolio
3,099,667
Q3 2024 Added 5.05%
$0
$473 Million 0.47% of portfolio
3,685,987
Q3 2024 Reduced 1.28%
$0
$448 Million 0.45% of portfolio
6,339,510
Q3 2024 Added 6.33%
$0
$446 Million 0.44% of portfolio
1,880,342
Q3 2024 Added 0.56%
$1.26T
$410 Million 0.41% of portfolio
716,847
Q3 2024 Added 2.12%
$0
$327 Million 0.33% of portfolio
4,833,346
Q3 2024 Reduced 2.78%
$1.06T
$323 Million 0.32% of portfolio
1,946,827
Q3 2024 Added 9.87%
$0
$312 Million 0.31% of portfolio
5,004,261
Q3 2024 Reduced 1.92%
$0
$288 Million 0.29% of portfolio
590,395
Q3 2024 Reduced 0.22%
$0
$270 Million 0.27% of portfolio
2,149,914
Q3 2024 Reduced 1.27%
$1.08T
$258 Million 0.26% of portfolio
1,544,297
Q3 2024 Added 5.94%
$0
$264 Million 0.26% of portfolio
2,486,417
Q3 2024 Added 1.95%
$405B
$241 Million 0.24% of portfolio
1,393,443
Q3 2024 Added 3.53%
$706B
$240 Million 0.24% of portfolio
1,139,115
Q3 2024 Added 3.15%

Summary

  • Portfolio
  • No. of Stocks 5,488
  • Current Value $101 Billion
  • Prior Value $93.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 306 stocks
  • Additional Purchases 1,844 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 919 stocks
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