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
$28.9B
$3.04 Million 0.0% of portfolio
9,555
Q3 2024 Reduced 0.63%
$79.2M
$126,000 0.0% of portfolio
52,448
Q3 2024 New
$1.31B
$375,000 0.0% of portfolio
49,347
Q3 2024 Added 5.87%
$11.8B
$1.01 Million 0.0% of portfolio
14,300
Q3 2024 Added 20.93%
$146M
$21,000 0.0% of portfolio
24,172
Q2 2024 Reduced 7.39%
$954M
$102,000 0.0% of portfolio
10,188
Q3 2024 New
$7.6B
$804,000 0.0% of portfolio
11,656
Q3 2024 Reduced 3.56%
$2.4B
$1.21 Million 0.0% of portfolio
27,528
Q3 2024 Added 64.08%
$6.91B
$212,000 0.0% of portfolio
11,310
Q3 2024 Added 1.19%
$608M
$204,000 0.0% of portfolio
4,939
Q3 2024 New
$627M
$503,000 0.0% of portfolio
20,840
Q3 2024 New
$8.16B
$318,000 0.0% of portfolio
2,443
Q3 2024 Added 28.11%
$5.2B
$629,000 0.0% of portfolio
4,655
Q3 2024 Added 15.37%
$4.03B
$1.41 Million 0.0% of portfolio
8,422
Q3 2024 Added 41.4%
$1.18B
$338,000 0.0% of portfolio
7,155
Q3 2024 Added 27.7%
$2.92B
$694,000 0.0% of portfolio
5,761
Q3 2024 Added 110.79%
$4.18B
$699,000 0.0% of portfolio
8,827
Q3 2024 Added 168.3%
$4.65B
$338,000 0.0% of portfolio
77,539
Q3 2024 Added 15.42%
$26M
$8,000 0.0% of portfolio
17,011
Q3 2024 Reduced 0.58%
$0
$864,000 0.0% of portfolio
33,221
Q3 2024 Added 22.9%
$305M
$43,000 0.0% of portfolio
24,809
Q3 2024 Added 51.29%
$19.6B
$2.07 Million 0.0% of portfolio
25,430
Q3 2024 Added 16.58%
$7.93B
$2.88 Million 0.0% of portfolio
18,586
Q3 2024 Added 2.45%
$3.52B
$1.06 Million 0.0% of portfolio
19,998
Q3 2024 Added 15.37%
$3.14B
$937,000 0.0% of portfolio
11,268
Q3 2024 Added 3.34%
$4.25B
$1.73 Million 0.0% of portfolio
14,981
Q3 2024 Added 18.64%
$2.12B
$254,000 0.0% of portfolio
5,226
Q3 2024 New
$0
$909,000 0.0% of portfolio
27,721
Q3 2024 Added 6.89%
$5.76B
$1.43 Million 0.0% of portfolio
6,913
Q3 2024 Added 34.34%
$1.97B
$491,000 0.0% of portfolio
25,409
Q3 2024 Reduced 10.14%
$9.15B
$958,000 0.0% of portfolio
7,677
Q3 2024 Reduced 3.28%
$3.99B
$1.19 Million 0.0% of portfolio
38,149
Q3 2024 Added 116.72%
$979M
$195,000 0.0% of portfolio
28,803
Q3 2024 Reduced 7.06%
$3.29B
$334,000 0.0% of portfolio
4,188
Q3 2024 New
$1.21B
$699,000 0.0% of portfolio
27,237
Q3 2024 Added 219.38%
$6.03B
$780,000 0.0% of portfolio
5,388
Q3 2024 Added 7.63%
$38.2B
$1.52 Million 0.0% of portfolio
25,622
Q3 2024 Added 1.68%
$29.3B
$3.99 Million 0.0% of portfolio
59,573
Q3 2024 Added 22.34%
$14.5B
$1.6 Million 0.0% of portfolio
14,212
Q3 2024 Added 17.85%
$0
$399,000 0.0% of portfolio
18,426
Q3 2024 Added 1.66%
$11.1B
$1.84 Million 0.0% of portfolio
70,934
Q3 2024 Reduced 1.07%
$927M
$703,000 0.0% of portfolio
19,885
Q3 2024 Added 6.02%
$8.98B
$3.28 Million 0.0% of portfolio
44,914
Q3 2024 Added 31.15%
$1.09B
$1.09 Million 0.0% of portfolio
13,145
Q3 2024 Added 23.96%
$4.29B
$1.31 Million 0.0% of portfolio
55,832
Q3 2024 Added 19.2%
$4.79B
$1.53 Million 0.0% of portfolio
16,386
Q3 2024 Added 7.77%
$1.75B
$743,000 0.0% of portfolio
118,418
Q3 2024 Reduced 10.81%
$565M
$74,000 0.0% of portfolio
76,383
Q3 2024 Added 4.34%
$11B
$1.32 Million 0.0% of portfolio
7,608
Q3 2024 Added 2.94%

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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