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
$0
$239,000 0.0% of portfolio
22,775
Q3 2024 Reduced 26.35%
$6.96B
$329,000 0.0% of portfolio
9,303
Q3 2024 New
$0
$306,000 0.0% of portfolio
59,004
Q3 2024 Added 0.15%
$8.85B
$2.54 Million 0.0% of portfolio
56,938
Q3 2024 Added 20.07%
$22.9B
$2.76 Million 0.0% of portfolio
84,263
Q3 2024 Added 39.29%
$15.7B
$1.27 Million 0.0% of portfolio
64,238
Q3 2024 Added 8.21%
$0
$291,000 0.0% of portfolio
20,227
Q3 2024 Added 11.11%
$21.6B
$3.99 Million 0.0% of portfolio
46,428
Q3 2024 Reduced 6.74%
$16.8B
$2.68 Million 0.0% of portfolio
16,099
Q3 2024 Added 2.95%
$2.01B
$896,000 0.0% of portfolio
47,431
Q3 2024 Added 23.14%
$11B
$3.46 Million 0.0% of portfolio
16,584
Q3 2024 Reduced 1.14%
$792M
$977,000 0.0% of portfolio
29,306
Q3 2024 Reduced 32.12%
$3.56B
$524,000 0.0% of portfolio
15,005
Q3 2024 Added 3.23%
$17B
$2.26 Million 0.0% of portfolio
8,035
Q3 2024 Added 10.39%
$4.41B
$310,000 0.0% of portfolio
5,200
Q3 2024 Added 47.9%
$4.95B
$1.62 Million 0.0% of portfolio
14,093
Q3 2024 Added 39.16%
$1.99B
$548,000 0.0% of portfolio
13,234
Q3 2024 Added 8.83%
$2.79B
$818,000 0.0% of portfolio
15,094
Q3 2024 Reduced 13.78%
$16.1B
$2.63 Million 0.0% of portfolio
11,913
Q3 2024 Reduced 6.21%
$15.3B
$2.46 Million 0.0% of portfolio
20,308
Q3 2024 Added 2.27%
$4.78B
$385,000 0.0% of portfolio
18,609
Q3 2024 Reduced 37.96%
$424B
$4.83 Million 0.0% of portfolio
7
Q3 2024 Added 40.0%
$4.66B
$4.8 Million 0.0% of portfolio
30,093
Q3 2024 Added 492.5%
$22B
$2.19 Million 0.0% of portfolio
9,019
Q3 2024 Added 1.42%
$2.48B
$229,000 0.0% of portfolio
5,440
Q3 2024 New
$17.5B
$2.84 Million 0.0% of portfolio
11,144
Q3 2024 Added 7.91%
$16.1B
$4.2 Million 0.0% of portfolio
73,973
Q3 2024 Added 59.31%
$3.07B
$451,000 0.0% of portfolio
55,351
Q3 2024 Added 16.88%
$6.23B
$2 Million 0.0% of portfolio
43,794
Q3 2024 Added 19.03%
$7.01B
$3.66 Million 0.0% of portfolio
33,675
Q3 2024 Added 5.75%
$15.1B
$804,000 0.0% of portfolio
78,323
Q3 2024 Added 23.15%
$831M
$152,000 0.0% of portfolio
38,409
Q3 2024 Reduced 13.22%
$14.5B
$930,000 0.0% of portfolio
2,510
Q3 2024 Reduced 1.03%
$19.9B
$2.9 Million 0.0% of portfolio
42,408
Q3 2024 Added 4.52%
$21.5B
$2.39 Million 0.0% of portfolio
6,637
Q3 2024 Reduced 48.55%
$5.87B
$1.21 Million 0.0% of portfolio
11,012
Q3 2024 Added 12.85%
$4.34B
$440,000 0.0% of portfolio
6,164
Q3 2024 New
$1.15B
$436,000 0.0% of portfolio
76,805
Q3 2024 Added 26.04%
$8.44B
$982,000 0.0% of portfolio
11,328
Q3 2024 Reduced 9.48%
$8.04B
$1.21 Million 0.0% of portfolio
17,980
Q3 2024 Added 2.9%
$2.42B
$475,000 0.0% of portfolio
10,440
Q3 2024 New
$10.4B
$2.28 Million 0.0% of portfolio
25,716
Q3 2024 Added 9.69%
$4.51B
$689,000 0.0% of portfolio
33,004
Q3 2024 Added 10.19%
$3.57B
$921,000 0.0% of portfolio
22,138
Q3 2024 Reduced 6.74%
$1.43B
$210,000 0.0% of portfolio
5,164
Q3 2024 New
$0
$494,000 0.0% of portfolio
69,248
Q3 2024 Reduced 4.11%
$21.6B
$2.14 Million 0.0% of portfolio
3,548
Q3 2024 Added 10.84%
$4.98B
$667,000 0.0% of portfolio
3,780
Q3 2024 Reduced 8.65%
$943M
$240,000 0.0% of portfolio
5,166
Q3 2024 Reduced 39.68%

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email