Creative Planning Portfolio Holdings
Creative Planning
- $93.6 Billion
- Q2 2024
Creative Planning has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $93.6 Billion distributed in 22626 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 $11.6B, Vanguard Ftse Developed Market with a value of $6.91B, Vanguard Bd Index Fd Inc Total with a value of $6.08B, Ishares Inc with a value of $3.76B, and Spdr Portfolio with a value of $3.58B.
Examining the 13F form we can see an increase of $3.45B in the current position value, from $90.1B to 93.6B.
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.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 22,626
- Current Value $93.6 Billion
- Prior Value $90.1 Billion
- Filing
- Period Q2 2024
- Filing Date August 15, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 290 stocks
- Additional Purchases 1,803 stocks
- Sold out of 0 stocks
- Reduced holdings in 797 stocks