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
$89.1B
$5.26 Million 0.01% of portfolio
143,916
Q3 2024 Added 32.94%
$56.8B
$13.5 Million 0.01% of portfolio
79,678
Q3 2024 Added 4.86%
$154B
$6.18 Million 0.01% of portfolio
607,686
Q3 2024 Added 8.87%
$41.6B
$8.54 Million 0.01% of portfolio
95,695
Q3 2024 Added 5.18%
$12.1B
$5.15 Million 0.01% of portfolio
45,979
Q3 2024 Reduced 1.47%
$70.4B
$14.2 Million 0.01% of portfolio
46,948
Q3 2024 Added 4.23%
$14.4B
$9.86 Million 0.01% of portfolio
108,539
Q3 2024 Added 1.47%
$53.6B
$14.9 Million 0.01% of portfolio
110,962
Q3 2024 Reduced 0.06%
$10.3B
$5.94 Million 0.01% of portfolio
6,717
Q3 2024 Added 5.81%
$52.5B
$11.4 Million 0.01% of portfolio
84,573
Q3 2024 Added 3.8%
$25.1B
$14 Million 0.01% of portfolio
24,051
Q3 2024 Added 2.94%
$6.06B
$9.31 Million 0.01% of portfolio
32,004
Q3 2024 Added 2.7%
$31.3B
$6.96 Million 0.01% of portfolio
25,927
Q3 2024 Added 3.21%
$79.8B
$14 Million 0.01% of portfolio
75,927
Q3 2024 Added 8.67%
$47.8B
$8.4 Million 0.01% of portfolio
44,031
Q3 2024 Added 17.98%
$86.5B
$11.3 Million 0.01% of portfolio
51,255
Q3 2024 Added 9.28%
$109B
$12.6 Million 0.01% of portfolio
100,154
Q3 2024 Added 18.32%
$65.1B
$7.93 Million 0.01% of portfolio
2,519
Q3 2024 Added 4.0%
$30.1B
$9.34 Million 0.01% of portfolio
505,355
Q3 2024 Reduced 0.98%
$16.1B
$12.2 Million 0.01% of portfolio
144,050
Q3 2024 Added 148.9%
$33.9B
$10.3 Million 0.01% of portfolio
98,928
Q3 2024 Added 7.93%
$2.26B
$8.3 Million 0.01% of portfolio
104,512
Q3 2024 Added 19.41%
$24.9B
$8.73 Million 0.01% of portfolio
890
Q3 2024 Reduced 0.22%
$123B
$9.16 Million 0.01% of portfolio
147,498
Q3 2024 Reduced 3.56%
$51.3B
$11.2 Million 0.01% of portfolio
224,277
Q3 2024 Added 10.65%
$55.3B
$5.12 Million 0.01% of portfolio
173,349
Q3 2024 Added 3.87%
$40.7B
$9.9 Million 0.01% of portfolio
41,588
Q3 2024 Added 1.25%
$51.2B
$10.6 Million 0.01% of portfolio
13,046
Q3 2024 Added 7.93%
$46.2B
$8.61 Million 0.01% of portfolio
4,429
Q3 2024 Added 11.17%
$25.9B
$11.7 Million 0.01% of portfolio
98,961
Q3 2024 Added 16.78%
$26.3B
$8.19 Million 0.01% of portfolio
149,934
Q3 2024 Reduced 3.09%
$133B
$14.7 Million 0.01% of portfolio
195,163
Q3 2024 Added 33.97%
$46.4B
$8.19 Million 0.01% of portfolio
139,342
Q3 2024 Added 1.3%
$44B
$6.67 Million 0.01% of portfolio
44,910
Q3 2024 Added 5.89%
$53.1B
$9.84 Million 0.01% of portfolio
40,030
Q3 2024 Added 6.3%
$52.5B
$5.23 Million 0.01% of portfolio
52,170
Q3 2024 Added 14.33%
$21.7B
$10.6 Million 0.01% of portfolio
55,254
Q3 2024 Reduced 12.34%
$29.3B
$11.8 Million 0.01% of portfolio
98,905
Q3 2024 Added 2.15%
$20.3B
$5.86 Million 0.01% of portfolio
86,160
Q3 2024 Added 6.71%
$79.6B
$9.31 Million 0.01% of portfolio
18,391
Q3 2024 Reduced 1.69%
$18.9B
$6.98 Million 0.01% of portfolio
67,581
Q3 2024 Reduced 0.53%
$94.6B
$8.29 Million 0.01% of portfolio
264,188
Q3 2024 Added 18.77%
$12.2B
$5.37 Million 0.01% of portfolio
165,064
Q3 2024 Added 6.1%
$16.4B
$7.76 Million 0.01% of portfolio
55,567
Q3 2024 Reduced 2.65%
$52.9B
$12 Million 0.01% of portfolio
11,560
Q3 2024 Added 8.49%
$26B
$6.61 Million 0.01% of portfolio
79,062
Q3 2024 Added 0.43%
$40.3B
$8.16 Million 0.01% of portfolio
201,264
Q3 2024 Added 49.11%
$45.3B
$8.36 Million 0.01% of portfolio
145,947
Q3 2024 Added 1.1%
$38.4B
$5.43 Million 0.01% of portfolio
29,303
Q3 2024 Reduced 0.03%

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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