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
$31.7B
$5.53 Million 0.01% of portfolio
57,528
Q3 2024 Added 4.6%
$111B
$8.18 Million 0.01% of portfolio
130,768
Q3 2024 Added 26.0%
$97B
$5.7 Million 0.01% of portfolio
80,160
Q3 2024 Added 4.45%
$71.5B
$12.4 Million 0.01% of portfolio
11,793
Q3 2024 Added 22.65%
$103B
$9.13 Million 0.01% of portfolio
144,251
Q3 2024 Added 9.8%
$57.3B
$5.88 Million 0.01% of portfolio
32,688
Q3 2024 Added 10.36%
$66.9B
$7 Million 0.01% of portfolio
59,792
Q3 2024 Reduced 1.74%
$42.2B
$9.92 Million 0.01% of portfolio
138,945
Q3 2024 Added 0.11%
$24.6B
$8.75 Million 0.01% of portfolio
5,584
Q3 2024 Added 10.9%
$41.3B
$6.11 Million 0.01% of portfolio
34,736
Q3 2024 Added 3.71%
$69.8B
$6.32 Million 0.01% of portfolio
31,447
Q3 2024 Added 8.11%
$43.2B
$6.63 Million 0.01% of portfolio
22,262
Q3 2024 Added 7.55%
$19.3B
$5.2 Million 0.01% of portfolio
47,489
Q3 2024 Reduced 0.47%
$57.3B
$10.6 Million 0.01% of portfolio
22,571
Q3 2024 Added 1.57%
$30.3B
$5.21 Million 0.01% of portfolio
49,440
Q3 2024 Added 2.83%
$19.6B
$11 Million 0.01% of portfolio
133,515
Q3 2024 Reduced 0.56%
$20.3B
$9.19 Million 0.01% of portfolio
46,289
Q3 2024 Reduced 29.08%
$13.8B
$7.42 Million 0.01% of portfolio
141,602
Q3 2024 Added 1.18%
$2.91B
$11 Million 0.01% of portfolio
582,893
Q3 2024 Reduced 5.15%
$164B
$12.3 Million 0.01% of portfolio
329,685
Q3 2024 Reduced 2.2%
$51.8B
$8.93 Million 0.01% of portfolio
70,442
Q3 2024 Reduced 47.01%
$38.6B
$6.12 Million 0.01% of portfolio
138,247
Q3 2024 Added 6.22%
$40.3B
$12.7 Million 0.01% of portfolio
71,545
Q3 2024 Added 42.49%
$46.8B
$11.5 Million 0.01% of portfolio
845,637
Q3 2024 Added 102.0%
$5.69B
$7.11 Million 0.01% of portfolio
147,699
Q3 2024 Added 0.16%
$24.1B
$12.6 Million 0.01% of portfolio
138,509
Q3 2024 Added 0.03%
$34.3B
$7.58 Million 0.01% of portfolio
132,807
Q3 2024 Added 16.46%
$49.8B
$5.78 Million 0.01% of portfolio
69,023
Q3 2024 Added 6.89%
$33.9B
$5.2 Million 0.01% of portfolio
29,225
Q3 2024 Added 8.54%
$86.9B
$9.81 Million 0.01% of portfolio
241,572
Q3 2024 Added 5.9%
$34.6B
$6.84 Million 0.01% of portfolio
28,021
Q3 2024 Added 15.4%
$61.2B
$8.22 Million 0.01% of portfolio
14,783
Q3 2024 Reduced 0.02%
$15.1B
$5.57 Million 0.01% of portfolio
661,802
Q3 2024 Added 22.58%
$29.5B
$6.73 Million 0.01% of portfolio
7,273
Q3 2024 Added 25.01%
$95.5B
$6.75 Million 0.01% of portfolio
142,224
Q3 2024 Added 10.31%
$83.3B
$6.88 Million 0.01% of portfolio
7,754
Q3 2024 Added 16.72%
$68.9B
$9.43 Million 0.01% of portfolio
131,200
Q3 2024 Reduced 44.46%
$64.1B
$12.8 Million 0.01% of portfolio
796,099
Q3 2024 Added 16.9%
$43.3B
$5.44 Million 0.01% of portfolio
10,735
Q3 2024 Added 13.86%
$33.4B
$8.49 Million 0.01% of portfolio
15,767
Q3 2024 Reduced 0.74%
$73.4B
$8.34 Million 0.01% of portfolio
5,846
Q3 2024 Added 3.95%
$7.75B
$5.57 Million 0.01% of portfolio
155,822
Q3 2024 Added 29.44%
$23.6B
$5.32 Million 0.01% of portfolio
86,130
Q3 2024 Added 9.53%
$0
$5.36 Million 0.01% of portfolio
255,890
Q3 2024 Reduced 20.84%
$19.3B
$11.9 Million 0.01% of portfolio
72,775
Q3 2024 Added 0.52%
$42.6B
$6.93 Million 0.01% of portfolio
136,471
Q3 2024 Reduced 17.53%
$54.3B
$9.05 Million 0.01% of portfolio
64,476
Q3 2024 Added 0.81%
$96.1B
$12.2 Million 0.01% of portfolio
5,957
Q3 2024 Reduced 1.16%
$46.6B
$6.47 Million 0.01% of portfolio
11,090
Q3 2024 Added 15.63%

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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