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
$80.5B
$48.6 Million 0.05% of portfolio
173,349
Q3 2024 Added 9.2%
$149B
$47.7 Million 0.05% of portfolio
230,532
Q3 2024 Added 6.18%
$146B
$52.7 Million 0.05% of portfolio
1,820,731
Q3 2024 Added 17.12%
$293B
$53.1 Million 0.05% of portfolio
940,934
Q3 2024 Added 15.18%
$5.4B
$49.9 Million 0.05% of portfolio
1,704,824
Q3 2024 Reduced 0.83%
$227B
$50 Million 0.05% of portfolio
55,887
Q3 2024 Added 8.06%
$111B
$38.1 Million 0.04% of portfolio
132,140
Q3 2024 Reduced 6.5%
$240B
$43.7 Million 0.04% of portfolio
161,031
Q3 2024 Added 4.77%
$113B
$37.4 Million 0.04% of portfolio
80,467
Q3 2024 Added 1.71%
$58.6B
$37.4 Million 0.04% of portfolio
465,226
Q3 2024 Added 2.57%
$105B
$39.3 Million 0.04% of portfolio
258,806
Q3 2024 Reduced 16.63%
$166B
$38.7 Million 0.04% of portfolio
861,988
Q3 2024 Added 2.83%
$113B
$40.7 Million 0.04% of portfolio
417,681
Q3 2024 Reduced 4.79%
$123B
$35.3 Million 0.04% of portfolio
127,582
Q3 2024 Added 2.78%
$161B
$45.2 Million 0.04% of portfolio
223,520
Q3 2024 Added 10.45%
$177B
$41.1 Million 0.04% of portfolio
211,018
Q3 2024 Added 7.09%
$215B
$37.1 Million 0.04% of portfolio
196,581
Q3 2024 Added 9.02%
$217B
$38.1 Million 0.04% of portfolio
77,025
Q3 2024 Added 3.46%
$92.7B
$43.6 Million 0.04% of portfolio
493,020
Q3 2024 Reduced 9.91%
$142B
$38 Million 0.04% of portfolio
323,654
Q3 2024 Added 5.5%
$166B
$40.1 Million 0.04% of portfolio
959,549
Q3 2024 Added 2.67%
$10.9B
$38.7 Million 0.04% of portfolio
47,377
Q3 2024 Added 2.48%
$27.9B
$44.9 Million 0.04% of portfolio
234,265
Q3 2024 Added 0.02%
$132B
$36.4 Million 0.04% of portfolio
237,936
Q3 2024 Added 4.24%
$197B
$44.4 Million 0.04% of portfolio
365,549
Q3 2024 Added 5.63%
$1.3B
$41.5 Million 0.04% of portfolio
3,105,454
Q3 2024 Added 1.95%
$39.7B
$41.9 Million 0.04% of portfolio
109,174
Q3 2024 Added 13.06%
$25.8B
$29.3 Million 0.03% of portfolio
303,295
Q3 2024 Added 6.56%
$42.7B
$25.4 Million 0.03% of portfolio
384,629
Q3 2024 Reduced 1.26%
$167B
$26.6 Million 0.03% of portfolio
51,561
Q3 2024 Added 12.95%
$77.3B
$25.8 Million 0.03% of portfolio
209,875
Q3 2024 Added 0.85%
$106B
$30.8 Million 0.03% of portfolio
39,771
Q3 2024 Added 11.87%
$90.9B
$33.2 Million 0.03% of portfolio
368,646
Q3 2024 Added 3.37%
$50.5B
$28.5 Million 0.03% of portfolio
277,641
Q3 2024 Added 0.02%
$127B
$25.4 Million 0.03% of portfolio
490,783
Q3 2024 Reduced 7.74%
$93.3B
$27.1 Million 0.03% of portfolio
531,504
Q3 2024 Added 4.74%
$85.5B
$27.2 Million 0.03% of portfolio
1,160,109
Q3 2024 Reduced 7.98%
$72.9B
$28.6 Million 0.03% of portfolio
626,474
Q3 2024 Reduced 4.29%
$97B
$33.5 Million 0.03% of portfolio
245,539
Q3 2024 Added 3.51%
$162B
$34.4 Million 0.03% of portfolio
1,564,777
Q3 2024 Added 2.88%
$149B
$27.1 Million 0.03% of portfolio
74,999
Q3 2024 Reduced 6.1%
$149B
$33.1 Million 0.03% of portfolio
511,376
Q3 2024 Added 18.32%
$145B
$31.5 Million 0.03% of portfolio
75,462
Q3 2024 Added 2.1%
$112B
$26.9 Million 0.03% of portfolio
116,826
Q3 2024 Added 4.72%
$63.5B
$34.1 Million 0.03% of portfolio
218,600
Q3 2024 Added 10.27%
$179B
$35.1 Million 0.03% of portfolio
126,340
Q3 2024 Added 3.06%
$85B
$31.3 Million 0.03% of portfolio
63,328
Q3 2024 Added 1.31%
$78.7B
$25.3 Million 0.03% of portfolio
343,226
Q3 2024 Added 4.84%
$169B
$33.3 Million 0.03% of portfolio
53,552
Q3 2024 Added 5.59%

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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