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
$16.2B
$2.8 Million 0.0% of portfolio
15,331
Q3 2024 Added 16.05%
$6.8B
$1.55 Million 0.0% of portfolio
31,459
Q3 2024 Reduced 21.26%
$6.34B
$260,000 0.0% of portfolio
2,250
Q3 2024 Added 13.29%
$10.6B
$1.33 Million 0.0% of portfolio
7,178
Q3 2024 Added 100.84%
$1.46B
$378,000 0.0% of portfolio
24,019
Q3 2024 Added 6.97%
$2.53B
$670,000 0.0% of portfolio
19,131
Q3 2024 Added 168.58%
$11.2B
$495,000 0.0% of portfolio
5,161
Q3 2024 Added 7.95%
$146M
$42,000 0.0% of portfolio
44,721
Q2 2024 Added 10.64%
$1.76B
$629,000 0.0% of portfolio
21,870
Q3 2024 Added 18.81%
$6.79B
$2 Million 0.0% of portfolio
21,669
Q3 2024 Added 13.46%
$8.85B
$1.68 Million 0.0% of portfolio
107,026
Q3 2024 Added 16.91%
$6.92B
$1.06 Million 0.0% of portfolio
29,553
Q3 2024 Added 95.7%
$8.09B
$1.83 Million 0.0% of portfolio
16,204
Q3 2024 Added 49.69%
$254M
$66,000 0.0% of portfolio
10,188
Q3 2024 New
$376M
$162,000 0.0% of portfolio
23,186
Q3 2024 Reduced 34.11%
$5.14B
$272,000 0.0% of portfolio
3,383
Q3 2024 Added 6.45%
$2.64B
$763,000 0.0% of portfolio
33,864
Q3 2024 Added 17.22%
$0
$280,000 0.0% of portfolio
13,857
Q3 2024 Added 20.43%
$20.4B
$2.41 Million 0.0% of portfolio
34,522
Q3 2024 Added 18.53%
$18.2B
$550,000 0.0% of portfolio
12,787
Q3 2024 Added 7.41%
$1.4B
$215,000 0.0% of portfolio
11,240
Q3 2024 New
$584M
$266,000 0.0% of portfolio
7,819
Q3 2024 New
$10.1B
$880,000 0.0% of portfolio
8,490
Q3 2024 Added 15.03%
$444M
$141,000 0.0% of portfolio
24,125
Q3 2024 Added 1.6%
$706M
$546,000 0.0% of portfolio
14,602
Q3 2024 Added 51.74%
$0
$534,000 0.0% of portfolio
24,583
Q3 2024 Added 14.87%
$1.18B
$218,000 0.0% of portfolio
13,224
Q3 2024 New
$6.25B
$462,000 0.0% of portfolio
6,471
Q3 2024 Added 5.1%
$8.61B
$1.16 Million 0.0% of portfolio
10,421
Q3 2024 Added 11.31%
$4.83B
$804,000 0.0% of portfolio
9,109
Q3 2024 Added 69.16%
$8.36B
$464,000 0.0% of portfolio
6,827
Q3 2024 Added 2.99%
$52.1B
$4.5 Million 0.0% of portfolio
18,394
Q3 2024 Reduced 58.8%
$1.64B
$1.19 Million 0.0% of portfolio
12,484
Q3 2024 Added 6.64%
$47.3B
$2.29 Million 0.0% of portfolio
51,508
Q3 2024 Added 45.37%
$1.06B
$581,000 0.0% of portfolio
33,014
Q3 2024 Added 246.2%
$5.58B
$845,000 0.0% of portfolio
6,580
Q3 2024 Added 60.92%
$20.9M
$25,000 0.0% of portfolio
16,466
Q3 2024 New
$7.49B
$791,000 0.0% of portfolio
2,364
Q3 2024 Reduced 2.56%
$4.37B
$1.65 Million 0.0% of portfolio
30,650
Q3 2024 Added 17.8%
$2.19B
$830,000 0.0% of portfolio
14,719
Q3 2024 Added 144.02%
$2.61B
$208,000 0.0% of portfolio
5,755
Q3 2024 New
$3.76B
$832,000 0.0% of portfolio
26,898
Q3 2024 Added 50.31%
$657M
$349,000 0.0% of portfolio
20,907
Q3 2024 New
$4.22B
$852,000 0.0% of portfolio
18,813
Q3 2024 Added 39.32%
$1.14B
$334,000 0.0% of portfolio
23,938
Q3 2024 Added 4.34%
$803M
$2.54 Million 0.0% of portfolio
333,469
Q3 2024 Reduced 4.8%
$1.73B
$442,000 0.0% of portfolio
2,114
Q3 2024 Reduced 28.7%
$1.07B
$544,000 0.0% of portfolio
41,656
Q3 2024 Reduced 2.37%
$3.15B
$332,000 0.0% of portfolio
7,682
Q3 2024 Reduced 5.66%

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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