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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$164 Million 0.16% of portfolio
437,035
Q3 2024 Added 0.23%
$0
$147 Million 0.15% of portfolio
2,722,436
Q3 2024 Reduced 2.81%
$0
$141 Million 0.14% of portfolio
247,981
Q3 2024 Reduced 4.45%
$0
$141 Million 0.14% of portfolio
3,100,924
Q3 2024 Reduced 1.28%
$0
$136 Million 0.13% of portfolio
3,563,358
Q3 2024 Reduced 1.48%
$0
$125 Million 0.12% of portfolio
1,230,874
Q3 2024 Added 4.6%
$0
$125 Million 0.12% of portfolio
1,318,746
Q3 2024 Reduced 3.29%
$0
$124 Million 0.12% of portfolio
560,710
Q3 2024 Reduced 2.45%
$0
$120 Million 0.12% of portfolio
2,333,310
Q3 2024 Reduced 1.36%
$0
$108 Million 0.11% of portfolio
619,556
Q3 2024 Added 0.28%
$0
$111 Million 0.11% of portfolio
1,417,842
Q3 2024 Reduced 0.77%
$0
$107 Million 0.11% of portfolio
1,169,824
Q3 2024 Reduced 1.02%
$0
$110 Million 0.11% of portfolio
2,332,881
Q3 2024 Reduced 0.58%
$0
$113 Million 0.11% of portfolio
1,341,298
Q3 2024 Added 1.86%
$0
$99.6 Million 0.1% of portfolio
524,533
Q3 2024 Added 0.61%
$0
$104 Million 0.1% of portfolio
271,283
Q3 2024 Added 1.4%
$0
$88.2 Million 0.09% of portfolio
484,769
Q3 2024 Added 1.5%
$0
$94.5 Million 0.09% of portfolio
1,969,411
Q3 2024 Reduced 1.29%
$0
$75.8 Million 0.08% of portfolio
1,233,059
Q3 2024 Added 2.64%
$0
$81 Million 0.08% of portfolio
1,254,058
Q3 2024 Reduced 3.94%
$0
$80.5 Million 0.08% of portfolio
2,348,174
Q3 2024 Added 2.31%
$0
$80.5 Million 0.08% of portfolio
1,573,500
Q3 2024 Reduced 2.6%
$0
$77.1 Million 0.08% of portfolio
1,223,855
Q3 2024 Added 0.84%
$0
$73 Million 0.07% of portfolio
124,540
Q3 2024 Reduced 0.86%
$0
$72 Million 0.07% of portfolio
1,012,755
Q3 2024 Added 1.14%
$0
$64.5 Million 0.06% of portfolio
1,771,835
Q3 2024 Added 0.81%
$0
$58.1 Million 0.06% of portfolio
1,389,493
Q3 2024 Added 2.38%
$0
$64.7 Million 0.06% of portfolio
455,279
Q3 2024 Reduced 1.4%
$0
$61.2 Million 0.06% of portfolio
365,297
Q3 2024 Reduced 0.24%
$0
$61 Million 0.06% of portfolio
1,034,166
Q3 2024 Reduced 3.39%
$0
$54.6 Million 0.05% of portfolio
814,258
Q3 2024 Reduced 6.82%
$0
$48.5 Million 0.05% of portfolio
506,415
Q3 2024 Added 3.26%
$0
$51.1 Million 0.05% of portfolio
180,043
Q3 2024 Reduced 0.14%
$0
$51.2 Million 0.05% of portfolio
581,328
Q3 2024 Added 1.02%
$0
$45.3 Million 0.05% of portfolio
200,766
Q3 2024 Added 0.06%
$0
$49.5 Million 0.05% of portfolio
438,487
Q3 2024 Added 1.59%
$0
$49.5 Million 0.05% of portfolio
674,561
Q3 2024 Added 2.2%
$0
$50.4 Million 0.05% of portfolio
251,089
Q3 2024 Added 2.83%
$0
$46.2 Million 0.05% of portfolio
1,686,876
Q3 2024 Reduced 3.12%
$0
$51.5 Million 0.05% of portfolio
1,492,661
Q3 2024 Reduced 0.92%
$0
$51.7 Million 0.05% of portfolio
410,660
Q3 2024 Added 2.3%
$0
$45.9 Million 0.05% of portfolio
142,696
Q3 2024 Reduced 0.06%
$0
$45.5 Million 0.05% of portfolio
684,684
Q3 2024 Added 0.7%
$0
$50.4 Million 0.05% of portfolio
634,123
Q3 2024 Added 19.12%
$0
$48 Million 0.05% of portfolio
461,208
Q3 2024 Reduced 2.57%
$0
$52.7 Million 0.05% of portfolio
1,367,262
Q3 2024 Reduced 1.89%
$0
$35.9 Million 0.04% of portfolio
781,907
Q3 2024 Reduced 2.93%
$0
$38.2 Million 0.04% of portfolio
282,711
Q3 2024 Reduced 0.2%
$0
$40.4 Million 0.04% of portfolio
578,033
Q3 2024 Reduced 4.89%

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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