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
$86B
$27.7 Million 0.03% of portfolio
133,368
Q3 2024 Reduced 0.51%
$84.6B
$35.1 Million 0.03% of portfolio
304,434
Q3 2024 Added 9.31%
$130B
$26.2 Million 0.03% of portfolio
248,439
Q3 2024 Added 1.73%
$27.7B
$25.4 Million 0.03% of portfolio
148,534
Q3 2024 Added 7.65%
$199B
$35.1 Million 0.03% of portfolio
294,799
Q3 2024 Added 4.69%
$45.9B
$32 Million 0.03% of portfolio
490,690
Q3 2024 Reduced 0.3%
$206B
$33.8 Million 0.03% of portfolio
68,881
Q3 2024 Added 9.27%
$1.57B
$25.6 Million 0.03% of portfolio
444,354
Q3 2024 Added 82.89%
$171B
$26.4 Million 0.03% of portfolio
211,411
Q3 2024 Added 6.39%
$51.9B
$26.8 Million 0.03% of portfolio
165,756
Q3 2024 Added 0.69%
$128B
$31.4 Million 0.03% of portfolio
392,415
Q3 2024 Added 4.35%
$75.6B
$25.6 Million 0.03% of portfolio
156,925
Q3 2024 Added 0.54%
$58.6B
$28.8 Million 0.03% of portfolio
219,183
Q3 2024 Added 0.07%
$56.2B
$33.9 Million 0.03% of portfolio
99,203
Q3 2024 Added 0.18%
$76.5B
$22.5 Million 0.02% of portfolio
42,571
Q3 2024 Added 7.63%
$89.6B
$20.7 Million 0.02% of portfolio
59,655
Q3 2024 Added 7.18%
$146B
$17.1 Million 0.02% of portfolio
204,208
Q3 2024 Added 7.74%
$73B
$21.2 Million 0.02% of portfolio
71,202
Q3 2024 Added 3.09%
$323B
$21.9 Million 0.02% of portfolio
95,434
Q3 2024 Added 17.4%
$56.7B
$19.8 Million 0.02% of portfolio
84,571
Q3 2024 Added 3.52%
$31.4B
$16.4 Million 0.02% of portfolio
109,174
Q3 2024 Added 0.76%
$17.2B
$19.3 Million 0.02% of portfolio
66,617
Q3 2024 Added 1.0%
$60.9B
$16.8 Million 0.02% of portfolio
59,653
Q3 2024 Added 4.44%
$40.3B
$15.6 Million 0.02% of portfolio
149,781
Q3 2024 Reduced 3.6%
$77.2B
$20.2 Million 0.02% of portfolio
184,707
Q3 2024 Added 1.52%
$33.6B
$16.4 Million 0.02% of portfolio
257,849
Q3 2024 Reduced 0.63%
$46.7B
$22 Million 0.02% of portfolio
241,031
Q3 2024 Added 3.2%
$71.1B
$22.4 Million 0.02% of portfolio
81,696
Q3 2024 Added 15.69%
$79.8B
$20.3 Million 0.02% of portfolio
77,632
Q3 2024 Reduced 9.87%
$93.3B
$17.5 Million 0.02% of portfolio
45,997
Q3 2024 Added 11.57%
$37.9B
$15.4 Million 0.02% of portfolio
196,876
Q3 2024 Added 3.59%
$120B
$20.1 Million 0.02% of portfolio
223,740
Q3 2024 Reduced 9.44%
$62.4B
$15.4 Million 0.02% of portfolio
359,498
Q3 2024 Reduced 4.99%
$158B
$23.9 Million 0.02% of portfolio
381,362
Q3 2024 Added 0.63%
$66.3B
$24.6 Million 0.02% of portfolio
220,456
Q3 2024 Reduced 0.54%
$25.5B
$15.1 Million 0.02% of portfolio
50,371
Q3 2024 Added 7.53%
$96.2B
$15.8 Million 0.02% of portfolio
30,334
Q3 2024 Reduced 2.64%
$143B
$19.2 Million 0.02% of portfolio
295,625
Q3 2024 Added 8.72%
$214B
$17.5 Million 0.02% of portfolio
224,751
Q3 2024 Added 8.02%
$7.88B
$15.2 Million 0.02% of portfolio
255,105
Q3 2024 Reduced 1.87%
$73.3B
$22.6 Million 0.02% of portfolio
218,018
Q3 2024 Added 2.05%
$71.6B
$15.8 Million 0.02% of portfolio
250,891
Q3 2024 Added 23.5%
$112B
$16.8 Million 0.02% of portfolio
161,774
Q3 2024 Added 8.13%
$233B
$22.9 Million 0.02% of portfolio
220,114
Q3 2024 Added 4.21%
$117B
$18.4 Million 0.02% of portfolio
219,045
Q3 2024 Added 16.15%
$92.9B
$24.4 Million 0.02% of portfolio
62,756
Q3 2024 Added 5.81%
$189B
$18.2 Million 0.02% of portfolio
4,312
Q3 2024 Reduced 1.91%
$140B
$17.9 Million 0.02% of portfolio
70,443
Q3 2024 Added 14.86%
$36.4B
$18.7 Million 0.02% of portfolio
286,755
Q3 2024 Added 1.46%

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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