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
$7.69B
$9.18 Million 0.01% of portfolio
63,823
Q3 2024 Added 73.99%
$21.4B
$5.75 Million 0.01% of portfolio
14,774
Q3 2024 Added 83.66%
$10.6B
$5.86 Million 0.01% of portfolio
28,215
Q3 2024 Added 1.76%
$1.11B
$5.56 Million 0.01% of portfolio
51,915
Q3 2024 Reduced 13.23%
$76.4B
$8.09 Million 0.01% of portfolio
104,278
Q3 2024 Reduced 36.17%
$28.6B
$5.38 Million 0.01% of portfolio
321,808
Q3 2024 Added 9.92%
$56B
$8.77 Million 0.01% of portfolio
36,509
Q3 2024 Reduced 0.24%
$142B
$9.03 Million 0.01% of portfolio
69,127
Q3 2024 Added 14.9%
$76.6B
$7.65 Million 0.01% of portfolio
170,670
Q3 2024 Reduced 10.29%
$47.4B
$6.48 Million 0.01% of portfolio
43,783
Q3 2024 Added 17.58%
$103B
$5.22 Million 0.01% of portfolio
41,784
Q3 2024 Added 5.87%
$30.8B
$5.93 Million 0.01% of portfolio
34,391
Q3 2024 Added 3.01%
$10.8B
$10.7 Million 0.01% of portfolio
523,989
Q3 2024 Added 2.47%
$1.12B
$11 Million 0.01% of portfolio
2,986,347
Q3 2024 Added 9.7%
$31.4B
$6.61 Million 0.01% of portfolio
31,469
Q3 2024 Reduced 16.26%
$67B
$7.64 Million 0.01% of portfolio
33,156
Q3 2024 Added 10.23%
$236B
$13 Million 0.01% of portfolio
122,865
Q3 2024 Reduced 6.55%
$23.5B
$8.56 Million 0.01% of portfolio
208,476
Q3 2024 Added 1.09%
$113B
$7.23 Million 0.01% of portfolio
234,010
Q3 2024 Added 11.61%
$0
$6.4 Million 0.01% of portfolio
464,849
Q3 2024 Reduced 11.13%
$2.17B
$5.24 Million 0.01% of portfolio
290,259
Q3 2024 Added 0.27%
$79B
$6.21 Million 0.01% of portfolio
13,221
Q3 2024 Added 20.64%
$21.4B
$3.56 Million 0.0% of portfolio
72,925
Q3 2024 Added 6.58%
$7.12B
$3.24 Million 0.0% of portfolio
15,406
Q3 2024 Added 16.06%
$2.23B
$317,000 0.0% of portfolio
21,140
Q3 2024 Added 32.07%
$798M
$324,000 0.0% of portfolio
54,700
Q3 2024 Reduced 0.84%
$2.34B
$3.74 Million 0.0% of portfolio
35,681
Q3 2024 Added 15.62%
$13.4B
$3.83 Million 0.0% of portfolio
34,699
Q3 2024 Reduced 0.25%
$7.61B
$1.36 Million 0.0% of portfolio
55,733
Q3 2024 Reduced 12.4%
$9.54B
$1.84 Million 0.0% of portfolio
19,086
Q3 2024 Added 4.05%
$24.2B
$3.8 Million 0.0% of portfolio
114,763
Q3 2024 Added 3.51%
$4.16B
$899,000 0.0% of portfolio
57,310
Q3 2024 Reduced 8.6%
$10.1B
$2.51 Million 0.0% of portfolio
11,239
Q3 2024 Added 27.15%
$32.4B
$3.83 Million 0.0% of portfolio
26,676
Q3 2024 Added 5.33%
$30.9B
$3.69 Million 0.0% of portfolio
24,031
Q3 2024 Reduced 8.43%
$18.1B
$929,000 0.0% of portfolio
19,778
Q3 2024 Reduced 59.24%
$5.12B
$1.42 Million 0.0% of portfolio
50,629
Q3 2024 Added 51.74%
$6.29B
$883,000 0.0% of portfolio
28,882
Q3 2024 Reduced 0.71%
$5.24B
$1.15 Million 0.0% of portfolio
8,105
Q3 2024 Reduced 40.57%
$6.22B
$754,000 0.0% of portfolio
3,993
Q3 2024 Reduced 6.81%
$6.03B
$812,000 0.0% of portfolio
18,899
Q3 2024 Reduced 2.74%
$5.63B
$3.4 Million 0.0% of portfolio
36,454
Q3 2024 Added 12.13%
$8.77B
$883,000 0.0% of portfolio
18,716
Q3 2024 Reduced 6.71%
$8.45B
$483,000 0.0% of portfolio
15,139
Q3 2024 Reduced 9.06%
$23.6B
$2.17 Million 0.0% of portfolio
29,879
Q3 2024 Added 35.87%
$7.14B
$1.13 Million 0.0% of portfolio
6,337
Q3 2024 Reduced 2.25%
$4.86B
$1.63 Million 0.0% of portfolio
23,836
Q3 2024 Added 13.16%
$20.4B
$2.77 Million 0.0% of portfolio
20,650
Q3 2024 Added 22.57%
$16.3B
$956,000 0.0% of portfolio
4,342
Q3 2024 Added 8.71%

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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