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
$11.7B
$1.02 Million 0.0% of portfolio
4,043
Q3 2024 Added 8.86%
$22B
$2.48 Million 0.0% of portfolio
13,770
Q3 2024 Reduced 50.57%
$5.8B
$856,000 0.0% of portfolio
60,731
Q3 2024 Added 2.98%
$32.2B
$1.87 Million 0.0% of portfolio
18,963
Q3 2024 Reduced 8.59%
$497M
$300,000 0.0% of portfolio
7,309
Q3 2024 New
$39.4M
$3,000 0.0% of portfolio
13,846
Q3 2024 Reduced 33.83%
$0
$437,000 0.0% of portfolio
33,368
Q3 2024 Reduced 0.46%
$0
$343,000 0.0% of portfolio
28,681
Q3 2024 Added 13.72%
$528M
$565,000 0.0% of portfolio
11,337
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 189.49%
$16.3B
$848,000 0.0% of portfolio
9,564
Q3 2024 Reduced 2.82%
$1.2B
$956,000 0.0% of portfolio
72,769
Q3 2024 Added 11.88%
$9.18B
$373,000 0.0% of portfolio
2,144
Q3 2024 Reduced 4.11%
$14.7B
$1.27 Million 0.0% of portfolio
4,866
Q3 2024 Added 15.28%
$3.33B
$1.66 Million 0.0% of portfolio
49,684
Q3 2024 Added 13.56%
$8.94B
$1.14 Million 0.0% of portfolio
21,133
Q3 2024 Added 4.68%
$26.5B
$4.14 Million 0.0% of portfolio
2,761
Q3 2024 Added 2.34%
$6.41B
$1.96 Million 0.0% of portfolio
14,764
Q3 2024 Added 52.27%
$3.81B
$515,000 0.0% of portfolio
23,767
Q3 2024 Added 6.28%
$599M
$272,000 0.0% of portfolio
9,894
Q3 2024 Added 4.33%
$4.82B
$1.83 Million 0.0% of portfolio
67,897
Q3 2024 Added 21.14%
$5.52B
$953,000 0.0% of portfolio
10,049
Q3 2024 Added 166.69%
$710M
$217,000 0.0% of portfolio
6,556
Q3 2024 New
$2.42B
$500,000 0.0% of portfolio
2,744
Q3 2024 Added 27.81%
$1.67B
$452,000 0.0% of portfolio
5,860
Q3 2024 Reduced 37.3%
$12.2B
$1.38 Million 0.0% of portfolio
14,652
Q3 2024 Reduced 1.6%
$22B
$1.83 Million 0.0% of portfolio
4,184
Q3 2024 Added 13.33%
$1.6B
$275,000 0.0% of portfolio
2,865
Q3 2024 Reduced 2.65%
$1.17B
$217,000 0.0% of portfolio
16,848
Q3 2024 Added 2.51%
$2.96B
$781,000 0.0% of portfolio
3,930
Q3 2024 Added 194.6%
$9.84B
$591,000 0.0% of portfolio
6,843
Q3 2024 Added 18.88%
$16.2B
$847,000 0.0% of portfolio
5,642
Q3 2024 Reduced 1.66%
$1.68B
$702,000 0.0% of portfolio
15,088
Q3 2024 Added 0.67%
$21.5B
$2.43 Million 0.0% of portfolio
22,018
Q3 2024 Reduced 3.24%
$16.2B
$3.09 Million 0.0% of portfolio
77,168
Q3 2024 Added 16.28%
$4.26B
$1.11 Million 0.0% of portfolio
6,494
Q3 2024 Added 56.14%
$2.58B
$1.04 Million 0.0% of portfolio
178,256
Q3 2024 Reduced 45.37%
$4.61B
$1.79 Million 0.0% of portfolio
35,545
Q3 2024 Added 35.84%
$4.1B
$721,000 0.0% of portfolio
10,011
Q3 2024 Added 32.58%
$1.61B
$1.1 Million 0.0% of portfolio
59,045
Q3 2024 Reduced 13.43%
$22.2B
$1.5 Million 0.0% of portfolio
80,764
Q3 2024 Added 14.15%
$4.49B
$1.01 Million 0.0% of portfolio
9,827
Q3 2024 Added 26.02%
$3.7B
$217,000 0.0% of portfolio
55,980
Q3 2024 Added 45.21%
$9.47B
$1.83 Million 0.0% of portfolio
18,710
Q3 2024 Added 9.44%
$1.54B
$546,000 0.0% of portfolio
13,680
Q3 2024 New
$4.82B
$805,000 0.0% of portfolio
9,203
Q3 2024 Reduced 27.38%
$2.87B
$1.13 Million 0.0% of portfolio
152,998
Q3 2024 Added 22.52%
$3.27B
$345,000 0.0% of portfolio
63,391
Q3 2024 Reduced 32.19%
$7.09B
$2.34 Million 0.0% of portfolio
21,673
Q3 2024 Added 17.65%

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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