Creative Planning Portfolio Holdings

Creative Planning

  • $103 Billion
  • Q4 2024

Creative Planning has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $103 Billion distributed in 5816 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 $12.7B, Vanguard Bd Index Fd Inc Total with a value of $7.23B, Vanguard Ftse Developed Market with a value of $6.85B, Spdr Portfolio with a value of $4.21B, and Ishares Inc with a value of $3.79B.

Examining the 13F form we can see an increase of $1.96B in the current position value, from $101B to 103B.

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 $103 Billion
ETFs: $82.2 Billion
Technology: $7.29 Billion
Financial Services: $3.39 Billion
Consumer Cyclical: $2.15 Billion
Healthcare: $1.68 Billion
Communication Services: $1.58 Billion
Industrials: $1.47 Billion
Consumer Defensive: $1.21 Billion
Other: $1.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.7 Billion 12.42% of portfolio
21,653,460
Q4 2024 Added 1.33%
$0
$7.23 Billion 7.05% of portfolio
100,567,828
Q4 2024 Added 9.69%
$0
$6.85 Billion 6.68% of portfolio
143,281,080
Q4 2024 Reduced 1.27%
$0
$4.21 Billion 4.1% of portfolio
76,994,604
Q4 2024 Added 5.11%
$0
$3.79 Billion 3.69% of portfolio
70,663,640
Q4 2024 Added 0.46%
$0
$3.43 Billion 3.35% of portfolio
12,731,448
Q4 2024 Reduced 0.85%
$3.93T
$2.58 Billion 2.51% of portfolio
10,295,510
Q4 2024 Added 7.07%
$0
$2.35 Billion 2.29% of portfolio
68,708,048
Q4 2024 Added 28.77%
$0
$2.14 Billion 2.08% of portfolio
8,086,671
Q4 2024 Reduced 1.14%
$0
$2.1 Billion 2.04% of portfolio
30,413,021
Q4 2024 Added 3.12%
$0
$1.98 Billion 1.93% of portfolio
24,612,975
Q4 2024 Added 2.27%
$0
$1.92 Billion 1.87% of portfolio
6,620,100
Q4 2024 Reduced 3.02%
$0
$1.91 Billion 1.86% of portfolio
82,467,395
Q4 2024 Added 195.38%
$0
$1.72 Billion 1.68% of portfolio
2,941,899
Q4 2024 Reduced 1.16%
$0
$1.41 Billion 1.37% of portfolio
13,224,764
Q4 2024 Added 4.73%
$0
$1.33 Billion 1.29% of portfolio
14,891,985
Q4 2024 Reduced 7.83%
$0
$1.26 Billion 1.23% of portfolio
25,130,883
Q4 2024 Added 0.67%
$0
$1.25 Billion 1.22% of portfolio
12,879,420
Q4 2024 Added 1.96%
$628B
$1.22 Billion 1.19% of portfolio
2,701,189
Q4 2024 Reduced 0.29%
$0
$1.21 Billion 1.17% of portfolio
40,362,015
Q4 2024 Added 8.81%
$347B
$1.18 Billion 1.15% of portfolio
8,817,922
Q4 2024 Added 16.03%
$0
$1.16 Billion 1.13% of portfolio
17,995,579
Q4 2024 Added 2.72%
$3.05T
$1.12 Billion 1.09% of portfolio
2,655,768
Q4 2024 Added 3.74%
$0
$892 Million 0.87% of portfolio
23,247,782
Q4 2024 Added 1.1%
$0
$862 Million 0.84% of portfolio
13,243,407
Q4 2024 Added 18.13%
$0
$855 Million 0.83% of portfolio
19,405,127
Q4 2024 Reduced 3.05%
$0
$792 Million 0.77% of portfolio
28,594,739
Q4 2024 Added 190.87%
$0
$783 Million 0.76% of portfolio
14,071,843
Q4 2024 Reduced 0.51%
$0
$771 Million 0.75% of portfolio
7,991,514
Q4 2024 Added 29.2%
$0
$772 Million 0.75% of portfolio
41,738,185
Q4 2024 Added 98.29%
$0
$739 Million 0.72% of portfolio
12,733,211
Q4 2024 Added 10.17%
$2.31T
$720 Million 0.7% of portfolio
3,280,141
Q4 2024 Added 5.82%
$0
$680 Million 0.66% of portfolio
1,262,187
Q4 2024 Added 0.61%
$0
$626 Million 0.61% of portfolio
9,618,979
Q4 2024 Added 51.73%
$0
$544 Million 0.53% of portfolio
20,433,800
Q4 2024 Reduced 3.74%
$0
$512 Million 0.5% of portfolio
24,294,749
Q4 2024 Reduced 5.47%
$0
$466 Million 0.45% of portfolio
3,649,157
Q4 2024 Reduced 1.0%
$0
$455 Million 0.44% of portfolio
1,894,751
Q4 2024 Added 0.77%
$0
$437 Million 0.43% of portfolio
8,923,341
Q4 2024 Reduced 31.85%
$1.61T
$430 Million 0.42% of portfolio
728,996
Q4 2024 Added 1.69%
$1.1T
$374 Million 0.36% of portfolio
1,973,686
Q4 2024 Added 1.38%
$1.12T
$349 Million 0.34% of portfolio
863,404
Q4 2024 Reduced 3.69%
$0
$308 Million 0.3% of portfolio
4,944,508
Q4 2024 Reduced 1.19%
$0
$309 Million 0.3% of portfolio
604,466
Q4 2024 Added 2.38%
$1.13T
$294 Million 0.29% of portfolio
1,545,624
Q4 2024 Added 0.09%
$821B
$283 Million 0.28% of portfolio
1,179,960
Q4 2024 Added 3.59%
$0
$285 Million 0.28% of portfolio
4,696,161
Q4 2024 Reduced 2.84%
$0
$273 Million 0.27% of portfolio
2,123,293
Q4 2024 Reduced 1.24%
$0
$270 Million 0.26% of portfolio
2,555,209
Q4 2024 Added 2.77%

Summary

  • Portfolio
  • No. of Stocks 5,816
  • Current Value $103 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 517 stocks
  • Additional Purchases 1,989 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 961 stocks
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