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
$385M
$137,000 0.0% of portfolio
16,442
Q3 2024 Reduced 7.46%
$8.73B
$2.59 Million 0.0% of portfolio
38,060
Q3 2024 Added 14.8%
$1.74B
$601,000 0.0% of portfolio
9,606
Q3 2024 Reduced 6.37%
$0
$509,000 0.0% of portfolio
34,819
Q3 2024 Added 16.59%
$0
$308,000 0.0% of portfolio
35,377
Q3 2024 Reduced 1.53%
$3.23B
$1.9 Million 0.0% of portfolio
58,348
Q3 2024 Reduced 41.07%
$1.41B
$298,000 0.0% of portfolio
5,418
Q3 2024 Reduced 45.13%
$3.24B
$20,000 0.0% of portfolio
16,218
Q3 2024 Reduced 29.55%
$6.37B
$1.73 Million 0.0% of portfolio
10,848
Q3 2024 Added 60.28%
$2.6B
$553,000 0.0% of portfolio
4,340
Q3 2024 Added 30.57%
$3.79B
$777,000 0.0% of portfolio
8,517
Q3 2024 Added 3.45%
$937M
$424,000 0.0% of portfolio
14,700
Q3 2024 Added 22.51%
$2.27B
$361,000 0.0% of portfolio
9,788
Q3 2024 Added 22.81%
$3.16B
$777,000 0.0% of portfolio
46,245
Q3 2024 Reduced 7.28%
$0
$285,000 0.0% of portfolio
20,969
Q3 2024 Added 0.37%
$7.6M
$13,000 0.0% of portfolio
16,000
Q3 2024 Added 60.0%
$1.34B
$261,000 0.0% of portfolio
4,004
Q3 2024 New
$1.68B
$2.08 Million 0.0% of portfolio
66,208
Q3 2024 Added 11.87%
$240M
$159,000 0.0% of portfolio
11,540
Q3 2024 New
$10.2B
$890,000 0.0% of portfolio
5,191
Q3 2024 Reduced 67.09%
$2.71B
$524,000 0.0% of portfolio
84,580
Q3 2024 Added 68.63%
$8.03B
$1.77 Million 0.0% of portfolio
18,196
Q3 2024 Added 26.67%
$2.03B
$614,000 0.0% of portfolio
7,507
Q3 2024 Added 0.2%
$5B
$807,000 0.0% of portfolio
4,027
Q3 2024 Reduced 1.23%
$1.95B
$547,000 0.0% of portfolio
4,357
Q3 2024 Added 13.23%
$35.2B
$4.95 Million 0.0% of portfolio
23,039
Q3 2024 Added 1.32%
$23.4B
$2.47 Million 0.0% of portfolio
26,049
Q3 2024 Added 10.31%
$434M
$263,000 0.0% of portfolio
39,137
Q3 2024 Added 22.22%
$9.5B
$230,000 0.0% of portfolio
3,039
Q3 2024 Added 0.26%
$6.28B
$1.14 Million 0.0% of portfolio
6,925
Q3 2024 Added 43.76%
$61.8B
$3.36 Million 0.0% of portfolio
803,259
Q3 2024 Added 8.83%
$9.85B
$455,000 0.0% of portfolio
1,777
Q3 2024 Added 8.62%
$20.3B
$4.24 Million 0.0% of portfolio
17,003
Q3 2024 Added 7.06%
$16.4B
$1.14 Million 0.0% of portfolio
8,196
Q3 2024 Added 5.51%
$18.7B
$4.47 Million 0.0% of portfolio
8,278
Q3 2024 Reduced 13.26%
$1.06B
$267,000 0.0% of portfolio
13,605
Q3 2024 Added 3.67%
$3.99B
$563,000 0.0% of portfolio
43,818
Q3 2024 Added 13.91%
$1.56B
$967,000 0.0% of portfolio
44,497
Q3 2024 Added 27.33%
$29.2B
$1.7 Million 0.0% of portfolio
98,641
Q3 2024 Added 6.94%
$264M
$721,000 0.0% of portfolio
23,850
Q2 2024 Added 0.04%
$2.41B
$747,000 0.0% of portfolio
38,043
Q3 2024 Added 18.91%
$5.3B
$329,000 0.0% of portfolio
1,650
Q3 2024 New
$0
$321,000 0.0% of portfolio
29,380
Q3 2024 Added 0.32%
$3.13B
$811,000 0.0% of portfolio
4,835
Q3 2024 Reduced 0.43%
$3.23B
$393,000 0.0% of portfolio
22,355
Q3 2024 Reduced 1.93%
$14.9B
$2.24 Million 0.0% of portfolio
21,658
Q3 2024 Added 3.88%
$190M
$28,000 0.0% of portfolio
15,945
Q1 2024 Reduced 0.22%
$1.76B
$791,000 0.0% of portfolio
9,116
Q3 2024 Added 9.32%
$2.12B
$252,000 0.0% of portfolio
12,724
Q3 2024 Added 26.92%

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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