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
$79.5B
$18.6 Million 0.02% of portfolio
148,405
Q3 2024 Added 4.69%
$40B
$19.8 Million 0.02% of portfolio
1,874,002
Q3 2024 Reduced 3.45%
$86.2B
$17.6 Million 0.02% of portfolio
75,640
Q3 2024 Added 7.08%
$92.2B
$24.2 Million 0.02% of portfolio
97,322
Q3 2024 Added 4.11%
$109B
$22 Million 0.02% of portfolio
98,579
Q3 2024 Added 6.32%
$82.6B
$20.9 Million 0.02% of portfolio
153,238
Q3 2024 Added 0.97%
$59B
$21 Million 0.02% of portfolio
84,364
Q3 2024 Added 0.62%
$63.4B
$21.1 Million 0.02% of portfolio
165,077
Q3 2024 Added 2.28%
$68.7B
$21.9 Million 0.02% of portfolio
634,696
Q3 2024 Added 2.19%
$51.8B
$19.7 Million 0.02% of portfolio
60,996
Q3 2024 Added 0.33%
$21.8B
$19.6 Million 0.02% of portfolio
143,869
Q3 2024 Added 45.55%
$73B
$22.7 Million 0.02% of portfolio
779,505
Q3 2024 Reduced 5.32%
$3.3B
$15.1 Million 0.02% of portfolio
89,784
Q3 2024 Added 1,252.17%
$7.93B
$18 Million 0.02% of portfolio
249,350
Q3 2024 Reduced 0.34%
$20B
$18.2 Million 0.02% of portfolio
88,354
Q3 2024 Added 356.59%
$154B
$22 Million 0.02% of portfolio
23,217
Q3 2024 Added 6.19%
$87.9B
$16.8 Million 0.02% of portfolio
104,616
Q3 2024 Added 92.8%
$87.3B
$17.7 Million 0.02% of portfolio
28,003
Q3 2024 Added 9.86%
$55.7B
$16.5 Million 0.02% of portfolio
143,985
Q3 2024 Reduced 9.8%
$65.6B
$15.7 Million 0.02% of portfolio
109,972
Q3 2024 Added 58.27%
$106B
$18.9 Million 0.02% of portfolio
144,883
Q3 2024 Added 58.77%
$291B
$22.4 Million 0.02% of portfolio
26,866
Q3 2024 Added 2.55%
$16.3B
$16 Million 0.02% of portfolio
55,756
Q3 2024 Reduced 1.04%
$114B
$24.2 Million 0.02% of portfolio
92,949
Q3 2024 Added 38.3%
$272B
$21.7 Million 0.02% of portfolio
104,974
Q3 2024 Reduced 11.15%
$7.91B
$16.5 Million 0.02% of portfolio
78,721
Q3 2024 Added 1.81%
$89.9B
$19.3 Million 0.02% of portfolio
47,589
Q3 2024 Added 37.64%
$78.9B
$17.7 Million 0.02% of portfolio
90,401
Q3 2024 Added 8.61%
$103B
$21.9 Million 0.02% of portfolio
280,227
Q3 2024 Reduced 8.75%
$36.2B
$12.3 Million 0.01% of portfolio
24,436
Q3 2024 Added 2.58%
$68B
$9.11 Million 0.01% of portfolio
412,376
Q3 2024 Added 5.22%
$53.2B
$9.64 Million 0.01% of portfolio
261,240
Q3 2024 Added 4.48%
$8.65B
$5.05 Million 0.01% of portfolio
123,187
Q3 2024 Added 5.93%
$23.1B
$8.59 Million 0.01% of portfolio
66,907
Q3 2024 Added 6.18%
$32.9B
$11 Million 0.01% of portfolio
37,326
Q3 2024 Added 6.86%
$23.5B
$5.17 Million 0.01% of portfolio
132,206
Q3 2024 Added 33.6%
$25.2B
$5.04 Million 0.01% of portfolio
173,555
Q3 2024 Added 11.86%
$51.8B
$9.01 Million 0.01% of portfolio
59,913
Q3 2024 Added 2.47%
$69B
$10.3 Million 0.01% of portfolio
40,209
Q3 2024 Added 4.46%
$14.6B
$14.6 Million 0.01% of portfolio
148,142
Q3 2024 Added 2.45%
$51.3B
$8 Million 0.01% of portfolio
21,985
Q3 2024 Added 13.12%
$59.2B
$6.76 Million 0.01% of portfolio
38,119
Q3 2024 Added 12.75%
$76.4B
$12.1 Million 0.01% of portfolio
34,904
Q3 2024 Reduced 2.56%
$35.8B
$13.9 Million 0.01% of portfolio
188,678
Q3 2024 Reduced 14.9%
$8.39B
$5.48 Million 0.01% of portfolio
86,175
Q3 2024 Added 86.59%
$33.4B
$6.92 Million 0.01% of portfolio
129,379
Q3 2024 Added 23.4%
$45.9B
$12.8 Million 0.01% of portfolio
247,430
Q3 2024 Added 92.97%
$24.3B
$6.48 Million 0.01% of portfolio
74,117
Q3 2024 Reduced 3.5%
$27.7B
$5.14 Million 0.01% of portfolio
86,017
Q3 2024 Reduced 5.04%

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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