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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.6B
$1.16 Million 0.0% of portfolio
47,422
Q3 2024 Added 136.29%
$12.4B
$3.49 Million 0.0% of portfolio
11,971
Q3 2024 Added 14.01%
$32.5B
$3.56 Million 0.0% of portfolio
6,706
Q3 2024 Added 10.73%
$42.9B
$1.6 Million 0.0% of portfolio
113,706
Q3 2024 Reduced 49.41%
$11.6B
$356,000 0.0% of portfolio
4,607
Q3 2024 Reduced 4.56%
$26.7B
$3.32 Million 0.0% of portfolio
20,874
Q3 2024 Added 11.41%
$28.8B
$3.27 Million 0.0% of portfolio
20,957
Q3 2024 Added 13.74%
$20.7B
$4.41 Million 0.0% of portfolio
61,139
Q3 2024 Reduced 1.45%
$28.6B
$2.22 Million 0.0% of portfolio
14,187
Q3 2024 Added 41.6%
$50.4B
$4.21 Million 0.0% of portfolio
83,315
Q3 2024 Added 0.55%
$18.4B
$1.18 Million 0.0% of portfolio
11,278
Q3 2024 Added 43.82%
$11.2B
$3.4 Million 0.0% of portfolio
8,356
Q3 2024 Reduced 12.03%
$14.2B
$741,000 0.0% of portfolio
5,833
Q3 2024 Added 18.34%
$38.1B
$3.91 Million 0.0% of portfolio
111,283
Q3 2024 Reduced 46.9%
$12.9B
$1.22 Million 0.0% of portfolio
19,139
Q3 2024 Added 3.0%
$11B
$1.84 Million 0.0% of portfolio
11,710
Q3 2024 Added 149.1%
$27.1B
$4.03 Million 0.0% of portfolio
197,019
Q3 2024 Added 3.19%
$32.7B
$3.78 Million 0.0% of portfolio
43,618
Q3 2024 Added 20.24%
$44.6B
$4.93 Million 0.0% of portfolio
73,399
Q3 2024 Added 10.53%

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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