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
$573M
$410,000 0.0% of portfolio
32,482
Q3 2024 Added 34.54%
$2.02B
$508,000 0.0% of portfolio
11,667
Q3 2024 Added 23.08%
$607M
$393,000 0.0% of portfolio
13,519
Q3 2024 New
$3.42B
$661,000 0.0% of portfolio
13,507
Q3 2024 Added 25.17%
$26.5B
$2.69 Million 0.0% of portfolio
44,000
Q3 2024 Added 5.56%
$11B
$891,000 0.0% of portfolio
7,424
Q3 2024 Reduced 13.81%
$1.28B
$205,000 0.0% of portfolio
5,524
Q3 2024 Added 7.97%
$785M
$196,000 0.0% of portfolio
30,716
Q3 2024 Added 9.31%
$662M
$371,000 0.0% of portfolio
22,301
Q3 2024 Reduced 0.46%
$10.3B
$4.23 Million 0.0% of portfolio
44,146
Q3 2024 Reduced 35.48%
$29B
$2.75 Million 0.0% of portfolio
10,012
Q3 2024 Added 24.62%
$0
$100,000 0.0% of portfolio
11,078
Q3 2024 Reduced 7.51%
$0
$134,000 0.0% of portfolio
11,252
Q3 2024 Added 0.95%
$9.16B
$4.83 Million 0.0% of portfolio
53,824
Q3 2024 Reduced 10.43%
$12.5B
$2.84 Million 0.0% of portfolio
31,667
Q3 2024 Added 10.68%
$2.92B
$684,000 0.0% of portfolio
14,884
Q3 2024 Added 45.92%
$27.4B
$1.13 Million 0.0% of portfolio
98,569
Q3 2024 Added 24.65%
$14.6B
$1.33 Million 0.0% of portfolio
16,094
Q3 2024 Added 6.57%
$23.5B
$2.26 Million 0.0% of portfolio
43,224
Q3 2024 Added 14.29%
$29.2B
$4.96 Million 0.0% of portfolio
124,913
Q3 2024 Added 1.15%
$5.01B
$789,000 0.0% of portfolio
15,421
Q3 2024 Reduced 5.05%
$4.91B
$1.16 Million 0.0% of portfolio
11,091
Q3 2024 Reduced 8.93%
$0
$627,000 0.0% of portfolio
45,593
Q3 2024 Added 0.3%
$0
$344,000 0.0% of portfolio
39,657
Q3 2024 Added 0.25%
$293M
$318,000 0.0% of portfolio
8,561
Q3 2024 Added 25.95%
$5.41B
$2.82 Million 0.0% of portfolio
30,203
Q3 2024 Added 19.76%
$4.57B
$1.52 Million 0.0% of portfolio
4,511
Q3 2024 Added 17.14%
$10.6B
$357,000 0.0% of portfolio
2,909
Q3 2024 Added 9.53%
$561M
$487,000 0.0% of portfolio
10,661
Q3 2024 Added 12.74%
$4.94B
$3.96 Million 0.0% of portfolio
2,336
Q3 2024 Reduced 1.6%
$13.2B
$3.07 Million 0.0% of portfolio
17,389
Q3 2024 Added 81.86%
$112M
$2.46 Million 0.0% of portfolio
530,597
Q3 2024 Reduced 62.32%
$597M
$248,000 0.0% of portfolio
20,669
Q3 2024 Added 50.81%
$0
$231,000 0.0% of portfolio
14,664
Q2 2024 Added 7.32%
$0
$212,000 0.0% of portfolio
10,779
Q3 2024 Reduced 8.01%
-
$0 0.0% of portfolio
-
Q3 2024 Added 25.99%
$1.66B
$749,000 0.0% of portfolio
12,901
Q3 2024 Added 8.66%
$3.34B
$922,000 0.0% of portfolio
7,985
Q3 2024 Added 116.04%
$4.3B
$379,000 0.0% of portfolio
4,477
Q3 2024 Added 0.22%
$574M
$141,000 0.0% of portfolio
24,656
Q3 2024 Reduced 2.13%
$4.64B
$1.22 Million 0.0% of portfolio
25,426
Q3 2024 Added 5.38%
$5.68B
$1.92 Million 0.0% of portfolio
51,619
Q3 2024 Added 0.31%
$25.5B
$542,000 0.0% of portfolio
4,676
Q3 2024 Added 6.64%
$0
$100,000 0.0% of portfolio
16,078
Q3 2024 Added 0.88%
$8.19B
$599,000 0.0% of portfolio
8,964
Q3 2024 Reduced 5.68%
$818M
$273,000 0.0% of portfolio
5,901
Q3 2024 Reduced 26.4%
$5.89B
$1.21 Million 0.0% of portfolio
176,368
Q3 2024 Added 19.53%
$2.03B
$1.08 Million 0.0% of portfolio
38,175
Q3 2024 Reduced 6.58%
$10.5B
$762,000 0.0% of portfolio
3,814
Q3 2024 Added 32.61%

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