Creative Planning Portfolio Holdings

Creative Planning

  • $103 Billion
  • Q4 2024

Creative Planning has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $103 Billion distributed in 5816 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 $12.7B, Vanguard Bd Index Fd Inc Total with a value of $7.23B, Vanguard Ftse Developed Market with a value of $6.85B, Spdr Portfolio with a value of $4.21B, and Ishares Inc with a value of $3.79B.

Examining the 13F form we can see an increase of $1.96B in the current position value, from $101B to 103B.

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 $103 Billion
ETFs: $82.2 Billion
Technology: $7.29 Billion
Financial Services: $3.39 Billion
Consumer Cyclical: $2.15 Billion
Healthcare: $1.68 Billion
Communication Services: $1.58 Billion
Industrials: $1.47 Billion
Consumer Defensive: $1.21 Billion
Other: $1.67 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.42B
$852,000 0.0% of portfolio
19,906
Q4 2024 Added 8.57%
$3.69B
$911,000 0.0% of portfolio
23,000
Q4 2024 New
$3.02B
$461,000 0.0% of portfolio
21,930
Q4 2024 Added 4.13%
$4.19B
$2.28 Million 0.0% of portfolio
20,804
Q4 2024 Added 74.4%
$4.34B
$722,000 0.0% of portfolio
15,750
Q4 2024 Added 22.31%
$6.67B
$1.8 Million 0.0% of portfolio
31,930
Q4 2024 Added 1.5%
$6.86B
$306,000 0.0% of portfolio
2,678
Q4 2024 Added 19.02%
$2.57B
$968,000 0.0% of portfolio
25,025
Q4 2024 Added 30.81%
$9.85B
$632,000 0.0% of portfolio
5,849
Q4 2024 Added 13.33%
$7.7B
$2.31 Million 0.0% of portfolio
24,056
Q4 2024 Added 11.02%
$9.24B
$1.66 Million 0.0% of portfolio
122,943
Q4 2024 Added 14.87%
$6.29B
$1.54 Million 0.0% of portfolio
41,188
Q4 2024 Added 39.37%
$8.81B
$1.18 Million 0.0% of portfolio
17,253
Q4 2024 Added 6.47%
$2.64B
$1.57 Million 0.0% of portfolio
69,489
Q4 2024 Added 105.2%
$6.42B
$1.02 Million 0.0% of portfolio
11,033
Q4 2024 Added 29.95%
$6.48B
$620,000 0.0% of portfolio
7,503
Q4 2024 Added 15.95%
$4.95B
$1.1 Million 0.0% of portfolio
10,524
Q4 2024 Added 15.53%
$9.1B
$463,000 0.0% of portfolio
7,164
Q4 2024 Added 4.94%
$5.35B
$1.21 Million 0.0% of portfolio
8,594
Q4 2024 Added 30.61%
$8.68B
$1.03 Million 0.0% of portfolio
2,607
Q4 2024 Added 10.28%
$4.85B
$1.34 Million 0.0% of portfolio
26,018
Q4 2024 Reduced 15.11%
$3.12B
$1.17 Million 0.0% of portfolio
16,026
Q4 2024 Added 8.88%
$3.57B
$288,000 0.0% of portfolio
6,901
Q4 2024 Added 19.91%
$2.92B
$979,000 0.0% of portfolio
36,880
Q4 2024 Added 37.11%
$3.16B
$599,000 0.0% of portfolio
16,530
Q4 2024 Reduced 12.14%

Summary

  • Portfolio
  • No. of Stocks 5,816
  • Current Value $103 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 517 stocks
  • Additional Purchases 1,989 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 961 stocks
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