Creative Planning Portfolio Holdings
Creative Planning
- $90.1 Billion
- Q1 2024
Creative Planning has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $90.1 Billion distributed in 4679 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 $10.8B, Vanguard Ftse Developed Market with a value of $6.68B, Vanguard Bd Index Fd Inc Total with a value of $5.5B, Ishares Inc with a value of $3.68B, and Spdr Portfolio with a value of $3.53B.
Examining the 13F form we can see an increase of $6.8B in the current position value, from $83.3B to 90.1B.
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 ETFs Only
Summary
- Portfolio
- No. of Stocks 4,679
- Current Value $90.1 Billion
- Prior Value $83.3 Billion
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 263 stocks
- Additional Purchases 1,766 stocks
- Sold out of 0 stocks
- Reduced holdings in 720 stocks