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
$446M
$292,000 0.0% of portfolio
10,475
Q3 2024 New
$202M
$34,000 0.0% of portfolio
55,039
Q3 2024 Added 7.78%
$1.9B
$1.08 Million 0.0% of portfolio
10,616
Q3 2024 Added 5.16%
$268M
$105,000 0.0% of portfolio
12,705
Q3 2024 New
$607M
$373,000 0.0% of portfolio
6,610
Q3 2024 Added 20.89%
$845M
$691,000 0.0% of portfolio
15,781
Q3 2024 Added 93.25%
$4.88B
$372,000 0.0% of portfolio
8,407
Q3 2024 Added 0.3%
$11B
$1.61 Million 0.0% of portfolio
12,011
Q3 2024 Added 1.1%
$29B
$2.4 Million 0.0% of portfolio
31,828
Q3 2024 Added 27.88%
$2.07B
$335,000 0.0% of portfolio
45,247
Q3 2024 Reduced 24.9%
$861M
$270,000 0.0% of portfolio
48,611
Q3 2024 Added 83.85%
$1.63B
$320,000 0.0% of portfolio
11,443
Q3 2024 New
$6.3B
$2.96 Million 0.0% of portfolio
13,575
Q3 2024 Added 22.97%
$5.71B
$1.72 Million 0.0% of portfolio
9,777
Q3 2024 Added 33.42%
$420M
$361,000 0.0% of portfolio
17,979
Q3 2024 New
$537M
$394,000 0.0% of portfolio
12,790
Q3 2024 New
$771M
$646,000 0.0% of portfolio
8,240
Q3 2024 Added 56.3%
$1.46B
$1.43 Million 0.0% of portfolio
55,090
Q3 2024 Added 45.58%
$7.71B
$1.25 Million 0.0% of portfolio
11,946
Q3 2024 Added 130.13%
$4B
$1.14 Million 0.0% of portfolio
10,829
Q3 2024 Added 17.58%
$840M
$374,000 0.0% of portfolio
11,514
Q3 2024 Reduced 0.91%
$27.5B
$2.51 Million 0.0% of portfolio
12,963
Q3 2024 Added 35.64%
$584M
$443,000 0.0% of portfolio
18,440
Q3 2024 Added 82.34%
$688M
$1.43 Million 0.0% of portfolio
34,590
Q3 2024 Added 65.29%
$3.8B
$452,000 0.0% of portfolio
10,529
Q3 2024 Added 0.63%
$1.93B
$1.35 Million 0.0% of portfolio
11,542
Q3 2024 Added 0.35%
$950M
$331,000 0.0% of portfolio
56,771
Q3 2024 Added 1.59%
$83.7M
$12,000 0.0% of portfolio
10,000
Q3 2024 New
$198M
$421,000 0.0% of portfolio
29,800
Q3 2024 Reduced 14.24%
$17.3B
$1.83 Million 0.0% of portfolio
21,358
Q3 2024 Reduced 8.4%
$4.18B
$250,000 0.0% of portfolio
21,015
Q3 2024 Reduced 2.57%
$0
$904,000 0.0% of portfolio
168,803
Q3 2024 Reduced 4.06%
$1.54B
$298,000 0.0% of portfolio
26,817
Q3 2024 Added 77.19%
$1.06B
$335,000 0.0% of portfolio
8,627
Q3 2024 Reduced 2.94%
$2.95B
$384,000 0.0% of portfolio
3,407
Q3 2024 Reduced 28.45%
$2.7B
$708,000 0.0% of portfolio
7,720
Q3 2024 Added 3.15%
$977M
$340,000 0.0% of portfolio
7,756
Q3 2024 Added 1.89%
$1.44B
$516,000 0.0% of portfolio
38,046
Q3 2024 Added 9.65%
$2.14B
$2.88 Million 0.0% of portfolio
46,346
Q3 2024 Added 7.64%
$2.79B
$124,000 0.0% of portfolio
15,962
Q3 2024 Added 35.94%
$134M
$115,000 0.0% of portfolio
40,840
Q3 2024 Added 17.57%
$8.05B
$447,000 0.0% of portfolio
6,873
Q3 2024 Reduced 6.78%
$1.08B
$201,000 0.0% of portfolio
6,831
Q3 2024 New
$238M
$4,000 0.0% of portfolio
13,358
Q2 2024 Reduced 24.35%
$3.28B
$579,000 0.0% of portfolio
2,612
Q3 2024 Added 20.76%
$564M
$135,000 0.0% of portfolio
53,775
Q3 2024 Reduced 3.03%
$1.62B
$0 0.0% of portfolio
-
Q3 2024 New
$18.1B
$1.73 Million 0.0% of portfolio
9,789
Q3 2024 Added 16.4%
$2.51B
$281,000 0.0% of portfolio
2,588
Q3 2024 Added 10.5%

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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