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
$3.08B
$621,000 0.0% of portfolio
26,665
Q3 2024 Added 8.66%
$3.69B
$451,000 0.0% of portfolio
6,071
Q3 2024 Added 93.34%
$2.11B
$1.11 Million 0.0% of portfolio
37,349
Q3 2024 Added 17.46%
$2.98B
$392,000 0.0% of portfolio
12,938
Q3 2024 Reduced 12.3%
$995M
$1.09 Million 0.0% of portfolio
46,421
Q3 2024 Added 5.69%
$195M
$53,000 0.0% of portfolio
10,000
Q3 2024 New
$3.61B
$552,000 0.0% of portfolio
27,299
Q3 2024 Added 18.7%
$1.67B
$71,000 0.0% of portfolio
11,979
Q3 2024 New
$789M
$408,000 0.0% of portfolio
38,828
Q3 2024 Added 0.36%
$775M
$1.15 Million 0.0% of portfolio
20,288
Q3 2024 Added 33.39%
$903M
$158,000 0.0% of portfolio
28,812
Q3 2024 Reduced 44.29%
$646M
$941,000 0.0% of portfolio
95,262
Q3 2024 Added 26.24%
$1.44B
$205,000 0.0% of portfolio
30,443
Q3 2024 Added 87.34%
$5.8B
$1.88 Million 0.0% of portfolio
19,053
Q3 2024 Added 26.85%
$4.56B
$817,000 0.0% of portfolio
11,778
Q3 2024 Added 53.72%
$2.07B
$206,000 0.0% of portfolio
6,362
Q3 2024 New
$1.07B
$630,000 0.0% of portfolio
24,700
Q3 2024 Reduced 8.71%
$1.05B
$57,000 0.0% of portfolio
10,462
Q3 2024 New
$667M
$365,000 0.0% of portfolio
22,536
Q3 2024 Added 2.5%
$2.24B
$333,000 0.0% of portfolio
3,594
Q3 2024 Added 20.73%
$589M
$104,000 0.0% of portfolio
33,754
Q3 2024 Reduced 0.47%
$1.48B
$1.43 Million 0.0% of portfolio
37,402
Q3 2024 Added 70.68%
$6.89B
$547,000 0.0% of portfolio
27,476
Q3 2024 Added 122.24%
$6.07B
$677,000 0.0% of portfolio
5,453
Q3 2024 Reduced 2.99%
$2.58B
$547,000 0.0% of portfolio
3,283
Q3 2024 Added 14.03%
$3.16B
$1.24 Million 0.0% of portfolio
290,993
Q3 2024 Added 63.04%
$39.1B
$4.18 Million 0.0% of portfolio
15,390
Q3 2024 Reduced 53.17%
$8.46B
$1.96 Million 0.0% of portfolio
14,700
Q3 2024 Reduced 5.87%
$11.4B
$295,000 0.0% of portfolio
1,820
Q3 2024 Reduced 5.55%
$7B
$273,000 0.0% of portfolio
2,079
Q3 2024 Added 7.28%
$2.57B
$434,000 0.0% of portfolio
7,798
Q3 2024 Added 49.36%
$0
$235,000 0.0% of portfolio
33,645
Q3 2024 Added 3.92%
$645M
$295,000 0.0% of portfolio
13,165
Q3 2024 Added 5.68%
$1.15B
$358,000 0.0% of portfolio
10,709
Q2 2024 Added 2.12%
$809M
$878,000 0.0% of portfolio
35,395
Q3 2024 Added 42.13%
$5.87B
$3.29 Million 0.0% of portfolio
31,326
Q3 2024 Reduced 21.01%
$12.9B
$1.11 Million 0.0% of portfolio
44,348
Q3 2024 Reduced 3.49%
$15.7B
$2.36 Million 0.0% of portfolio
67,445
Q3 2024 Added 0.58%
$1.17B
$658,000 0.0% of portfolio
62,351
Q3 2024 Added 72.3%
$25.7B
$219,000 0.0% of portfolio
4,496
Q3 2024 Reduced 19.87%
$1.89B
$347,000 0.0% of portfolio
23,547
Q3 2024 Added 42.34%
$2.57B
$591,000 0.0% of portfolio
15,897
Q3 2024 Added 25.82%
$8.22B
$1.2 Million 0.0% of portfolio
30,590
Q3 2024 Added 19.43%
$445M
$335,000 0.0% of portfolio
37,744
Q3 2024 Added 94.52%
$3.84B
$582,000 0.0% of portfolio
20,907
Q3 2024 Added 74.79%
$1.03B
$249,000 0.0% of portfolio
13,464
Q3 2024 New
$948M
$433,000 0.0% of portfolio
7,155
Q3 2024 Added 5.87%
$796M
$865,000 0.0% of portfolio
55,679
Q3 2024 Added 8.06%
$2.28B
$710,000 0.0% of portfolio
25,564
Q3 2024 Reduced 3.65%

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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