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
$36.8 Million 0.04% of portfolio
365,221
Q3 2024 Reduced 5.86%
$0
$37.2 Million 0.04% of portfolio
87,942
Q3 2024 Added 1.86%
$0
$38.3 Million 0.04% of portfolio
441,642
Q3 2024 Reduced 7.62%
$0
$42.5 Million 0.04% of portfolio
361,983
Q3 2024 Added 0.3%
$0
$43.3 Million 0.04% of portfolio
514,188
Q3 2024 Reduced 0.7%
$0
$43.8 Million 0.04% of portfolio
717,339
Q3 2024 Reduced 7.08%
$88.2B
$41.9 Million 0.04% of portfolio
172,310
Q3 2024 Reduced 1.77%
$44.4B
$39.6 Million 0.04% of portfolio
797,061
Q3 2024 Reduced 0.12%
$0
$43.6 Million 0.04% of portfolio
554,536
Q3 2024 Added 0.03%
$0
$35.6 Million 0.04% of portfolio
704,397
Q3 2024 Reduced 13.28%
$0
$42.1 Million 0.04% of portfolio
650,363
Q3 2024 Reduced 2.74%
$0
$44.7 Million 0.04% of portfolio
979,054
Q3 2024 Added 0.53%
$0
$32.7 Million 0.03% of portfolio
182,585
Q3 2024 Reduced 0.98%
$0
$29 Million 0.03% of portfolio
234,299
Q3 2024 Reduced 4.34%
$0
$27.6 Million 0.03% of portfolio
332,326
Q3 2024 Reduced 0.54%
$0
$28.8 Million 0.03% of portfolio
256,939
Q3 2024 Added 3.13%
$0
$27.5 Million 0.03% of portfolio
691,827
Q3 2024 Reduced 3.17%
$0
$31.5 Million 0.03% of portfolio
752,631
Q3 2024 Added 2.5%
$0
$26.9 Million 0.03% of portfolio
266,952
Q3 2024 Added 0.81%
$0
$25.7 Million 0.03% of portfolio
548,073
Q3 2024 Reduced 6.11%
$0
$31.2 Million 0.03% of portfolio
1,085,444
Q3 2024 Reduced 2.26%
$0
$31.6 Million 0.03% of portfolio
440,284
Q3 2024 Added 1.74%
$0
$21.7 Million 0.02% of portfolio
213,495
Q3 2024 Reduced 0.31%
$0
$15.6 Million 0.02% of portfolio
169,515
Q3 2024 Added 0.75%
$0
$22.7 Million 0.02% of portfolio
114,952
Q3 2024 Reduced 0.49%
$0
$23.2 Million 0.02% of portfolio
352,669
Q3 2024 Reduced 3.19%
$0
$17.7 Million 0.02% of portfolio
116,754
Q3 2024 Reduced 0.11%
$0
$16.5 Million 0.02% of portfolio
188,018
Q3 2024 Added 1.4%
$0
$17.8 Million 0.02% of portfolio
393,441
Q3 2024 Added 3.36%
$0
$15.3 Million 0.02% of portfolio
99,592
Q3 2024 Added 3.02%
$0
$23.9 Million 0.02% of portfolio
1,006,370
Q3 2024 Added 2.71%
$0
$19.6 Million 0.02% of portfolio
945,370
Q3 2024 Added 1.4%
$0
$19.4 Million 0.02% of portfolio
412,110
Q3 2024 Added 9.79%
$0
$16.6 Million 0.02% of portfolio
212,009
Q3 2024 Reduced 1.8%
$0
$20.4 Million 0.02% of portfolio
72,121
Q3 2024 Added 8.01%
$0
$24.6 Million 0.02% of portfolio
91,889
Q3 2024 Reduced 4.58%
$0
$16.4 Million 0.02% of portfolio
386,939
Q3 2024 Added 5.13%
$0
$15.2 Million 0.02% of portfolio
323,385
Q3 2024 Added 2.66%
$0
$23.4 Million 0.02% of portfolio
736,419
Q3 2024 Reduced 0.5%
$0
$18.2 Million 0.02% of portfolio
626,786
Q3 2024 Reduced 0.04%
$0
$22.7 Million 0.02% of portfolio
93,119
Q3 2024 Added 3.71%
$0
$20.1 Million 0.02% of portfolio
181,967
Q3 2024 Reduced 33.36%
$0
$16.6 Million 0.02% of portfolio
315,828
Q3 2024 Reduced 4.11%
$0
$20.1 Million 0.02% of portfolio
184,636
Q3 2024 Reduced 0.56%
$0
$16.7 Million 0.02% of portfolio
173,801
Q3 2024 Reduced 10.14%
$0
$22.3 Million 0.02% of portfolio
954,538
Q3 2024 Added 3.53%
$0
$15.8 Million 0.02% of portfolio
603,298
Q3 2024 Reduced 3.84%
$0
$15.9 Million 0.02% of portfolio
133,096
Q3 2024 Reduced 6.55%
$0
$20.5 Million 0.02% of portfolio
254,757
Q3 2024 Reduced 5.81%

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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