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
$20.8 Million 0.02% of portfolio
388,446
Q3 2024 Reduced 7.45%
$0
$21.3 Million 0.02% of portfolio
210,307
Q3 2024 Reduced 7.38%
$0
$24.7 Million 0.02% of portfolio
210,085
Q3 2024 Added 0.52%
$0
$19.1 Million 0.02% of portfolio
209,550
Q3 2024 Reduced 0.28%
$0
$21 Million 0.02% of portfolio
261,264
Q3 2024 Reduced 1.31%
$0
$19.6 Million 0.02% of portfolio
398,384
Q3 2024 Reduced 5.69%
$0
$23.1 Million 0.02% of portfolio
553,226
Q3 2024 Added 2.24%
$0
$23.7 Million 0.02% of portfolio
545,663
Q3 2024 Added 7.54%
$0
$15.5 Million 0.02% of portfolio
615,690
Q3 2024 Added 6.68%
$0
$10.2 Million 0.01% of portfolio
38,509
Q3 2024 Reduced 1.27%
$0
$9.38 Million 0.01% of portfolio
38,229
Q3 2024 Added 2.58%
$0
$12.6 Million 0.01% of portfolio
113,781
Q3 2024 Reduced 13.13%
$0
$5.56 Million 0.01% of portfolio
115,079
Q3 2024 Added 1.84%
$0
$8.27 Million 0.01% of portfolio
139,002
Q3 2024 Added 44.57%
$0
$14.8 Million 0.01% of portfolio
137,886
Q3 2024 Added 1.41%
$0
$10.5 Million 0.01% of portfolio
74,993
Q3 2024 Reduced 1.22%
$0
$11.3 Million 0.01% of portfolio
34,700
Q3 2024 Reduced 2.74%
$0
$11.8 Million 0.01% of portfolio
123,995
Q3 2024 Added 0.72%
$0
$9.01 Million 0.01% of portfolio
68,278
Q3 2024 Added 1.29%
$0
$5.53 Million 0.01% of portfolio
39,587
Q3 2024 Added 0.02%
$0
$5.84 Million 0.01% of portfolio
72,277
Q3 2024 Added 3.52%
$0
$12.4 Million 0.01% of portfolio
93,902
Q3 2024 Reduced 2.39%
$0
$9.86 Million 0.01% of portfolio
140,807
Q3 2024 Reduced 1.66%
$0
$10.7 Million 0.01% of portfolio
100,702
Q3 2024 Reduced 6.07%
$0
$14.6 Million 0.01% of portfolio
107,894
Q3 2024 Added 2.05%
$0
$11.6 Million 0.01% of portfolio
152,476
Q3 2024 Reduced 0.62%
$0
$8.58 Million 0.01% of portfolio
42,827
Q3 2024 Added 2.0%
$0
$9.71 Million 0.01% of portfolio
66,657
Q3 2024 Reduced 1.83%
$0
$5.24 Million 0.01% of portfolio
140,118
Q3 2024 Added 2.52%
$0
$13.7 Million 0.01% of portfolio
164,392
Q3 2024 Reduced 6.68%
$0
$9.18 Million 0.01% of portfolio
93,547
Q3 2024 Added 0.84%
$0
$7.17 Million 0.01% of portfolio
118,384
Q3 2024 Reduced 0.62%
$0
$13.1 Million 0.01% of portfolio
550,762
Q3 2024 Added 12.02%
$0
$7.69 Million 0.01% of portfolio
156,912
Q3 2024 Reduced 12.72%
$0
$8.67 Million 0.01% of portfolio
202,466
Q3 2024 Reduced 13.48%
$0
$13.2 Million 0.01% of portfolio
483,351
Q3 2024 Added 5.08%
$0
$7.03 Million 0.01% of portfolio
288,383
Q3 2024 Added 24.45%
$0
$8.15 Million 0.01% of portfolio
216,530
Q3 2024 Added 2.01%
$0
$5.91 Million 0.01% of portfolio
76,345
Q3 2024 Reduced 2.12%
$0
$6.97 Million 0.01% of portfolio
85,071
Q3 2024 Reduced 0.5%
$0
$8.39 Million 0.01% of portfolio
68,530
Q3 2024 Added 4.12%
$0
$5.74 Million 0.01% of portfolio
27,150
Q3 2024 Reduced 8.76%
$0
$7.32 Million 0.01% of portfolio
59,323
Q3 2024 Reduced 3.25%
$0
$9.14 Million 0.01% of portfolio
83,200
Q3 2024 Added 5.4%
$0
$11 Million 0.01% of portfolio
408,619
Q3 2024 Added 1.45%
$0
$6.42 Million 0.01% of portfolio
97,540
Q3 2024 Reduced 3.03%
$0
$8.53 Million 0.01% of portfolio
126,863
Q3 2024 Added 1.9%
$0
$9.84 Million 0.01% of portfolio
171,119
Q3 2024 Reduced 2.3%
$0
$7.74 Million 0.01% of portfolio
71,890
Q3 2024 Added 1.25%

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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