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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$2.24 Billion 2.23% of portfolio
9,615,504
Q3 2024 Added 3.89%
$603B
$1.25 Billion 1.24% of portfolio
2,709,007
Q3 2024 Added 0.66%
$3.31T
$1.1 Billion 1.09% of portfolio
2,559,944
Q3 2024 Added 2.63%
$355B
$923 Million 0.92% of portfolio
7,599,372
Q3 2024 Added 16.21%
$2.39T
$578 Million 0.57% of portfolio
3,099,667
Q3 2024 Added 5.05%
$1.46T
$410 Million 0.41% of portfolio
716,847
Q3 2024 Added 2.12%
$1.2T
$323 Million 0.32% of portfolio
1,946,827
Q3 2024 Added 9.87%
$1.23T
$258 Million 0.26% of portfolio
1,544,297
Q3 2024 Added 5.94%
$389B
$241 Million 0.24% of portfolio
1,393,443
Q3 2024 Added 3.53%
$777B
$240 Million 0.24% of portfolio
1,139,115
Q3 2024 Added 3.15%
$1.28T
$235 Million 0.23% of portfolio
896,484
Q3 2024 Added 19.16%
$453B
$211 Million 0.21% of portfolio
1,801,232
Q3 2024 Added 0.54%
$424B
$208 Million 0.21% of portfolio
513,327
Q3 2024 Added 6.85%
$416B
$199 Million 0.2% of portfolio
224,169
Q3 2024 Added 5.3%
$746B
$202 Million 0.2% of portfolio
228,526
Q3 2024 Reduced 0.07%
$384B
$160 Million 0.16% of portfolio
988,403
Q3 2024 Added 4.34%
$540B
$156 Million 0.15% of portfolio
566,729
Q3 2024 Added 2.41%
$257B
$145 Million 0.14% of portfolio
1,800,743
Q3 2024 Added 4.85%
$495B
$132 Million 0.13% of portfolio
774,912
Q3 2024 Added 4.07%
$268B
$133 Million 0.13% of portfolio
1,852,532
Q3 2024 Added 3.96%
$99.1B
$134 Million 0.13% of portfolio
779,322
Q3 2024 Added 897.65%
$498B
$124 Million 0.12% of portfolio
212,295
Q3 2024 Added 7.39%
$373B
$106 Million 0.11% of portfolio
2,666,608
Q3 2024 Added 0.59%
$242B
$95.7 Million 0.1% of portfolio
842,472
Q3 2024 Reduced 2.85%
$210B
$100 Million 0.1% of portfolio
329,417
Q3 2024 Added 1.38%
$509B
$102 Million 0.1% of portfolio
205,594
Q3 2024 Added 5.83%
$219B
$92.2 Million 0.09% of portfolio
808,863
Q3 2024 Added 5.67%
$205B
$89.5 Million 0.09% of portfolio
526,640
Q3 2024 Reduced 1.2%
$1.15T
$86.1 Million 0.09% of portfolio
495,686
Q3 2024 Added 8.1%
$228B
$87.6 Million 0.09% of portfolio
247,724
Q3 2024 Added 5.54%
$215B
$89.1 Million 0.09% of portfolio
227,915
Q3 2024 Added 1.68%
$435B
$78.4 Million 0.08% of portfolio
110,551
Q3 2024 Added 10.81%
$202B
$85.5 Million 0.08% of portfolio
165,167
Q3 2024 Added 33.27%
$305B
$80.4 Million 0.08% of portfolio
545,842
Q3 2024 Reduced 4.18%
$198B
$71.6 Million 0.07% of portfolio
436,660
Q3 2024 Added 32.97%
$193B
$68.7 Million 0.07% of portfolio
403,811
Q3 2024 Added 1.28%
$201B
$66.5 Million 0.07% of portfolio
300,740
Q3 2024 Added 5.13%
$143B
$70.3 Million 0.07% of portfolio
831,170
Q3 2024 Added 2.43%
$147B
$60 Million 0.06% of portfolio
181,067
Q3 2024 Added 2.67%
$147B
$63.6 Million 0.06% of portfolio
197,457
Q3 2024 Added 8.14%
$204B
$63.1 Million 0.06% of portfolio
655,712
Q3 2024 Added 6.72%
$163B
$60.3 Million 0.06% of portfolio
222,818
Q3 2024 Added 8.99%
$256B
$61.5 Million 0.06% of portfolio
1,155,964
Q3 2024 Added 2.46%
$130B
$62.1 Million 0.06% of portfolio
106,301
Q3 2024 Added 3.14%
$153B
$63.6 Million 0.06% of portfolio
258,290
Q3 2024 Added 4.56%
$184B
$59.4 Million 0.06% of portfolio
490,632
Q3 2024 Added 1.23%
$12.8B
$55.5 Million 0.06% of portfolio
1,092,100
Q3 2024 Added 0.1%
$225B
$62.6 Million 0.06% of portfolio
101,174
Q3 2024 Added 3.13%
$334B
$64 Million 0.06% of portfolio
233,743
Q3 2024 Added 8.02%

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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