Creative Planning Software—Infrastructure

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.31T
$1.1 Billion 1.09% of portfolio
2,559,944
Q3 2024 Added 2.63%
$495B
$132 Million 0.13% of portfolio
774,912
Q3 2024 Added 4.07%
$202B
$85.5 Million 0.08% of portfolio
165,167
Q3 2024 Added 33.27%
$80.5B
$48.6 Million 0.05% of portfolio
173,349
Q3 2024 Added 9.2%
$56.2B
$33.9 Million 0.03% of portfolio
99,203
Q3 2024 Added 0.18%
$27.7B
$25.4 Million 0.03% of portfolio
148,534
Q3 2024 Added 7.65%
$7.91B
$16.5 Million 0.02% of portfolio
78,721
Q3 2024 Added 1.81%
$155B
$12.3 Million 0.01% of portfolio
329,685
Q3 2024 Reduced 2.2%
$14.4B
$9.86 Million 0.01% of portfolio
108,539
Q3 2024 Added 1.47%
$83.5B
$9.31 Million 0.01% of portfolio
18,391
Q3 2024 Reduced 1.69%
$76.4B
$8.09 Million 0.01% of portfolio
104,278
Q3 2024 Reduced 36.17%
$5.34B
$7.11 Million 0.01% of portfolio
147,699
Q3 2024 Added 0.16%
$13.5B
$6.44 Million 0.01% of portfolio
86,681
Q3 2024 Added 660.96%
$47.4B
$4.93 Million 0.0% of portfolio
73,399
Q3 2024 Added 10.53%
$18B
$4.71 Million 0.0% of portfolio
17,418
Q3 2024 Added 16.19%
$24.4B
$4.08 Million 0.0% of portfolio
21,184
Q3 2024 Added 14.45%
$22.3B
$3.23 Million 0.0% of portfolio
16,984
Q3 2024 Added 21.89%
$3.89B
$2.98 Million 0.0% of portfolio
73,867
Q3 2024 Added 108.32%
$4.88B
$2.87 Million 0.0% of portfolio
28,939
Q3 2024 Reduced 0.02%
$261M
$2.86 Million 0.0% of portfolio
731,047
Q4 2021 New
$35.4B
$2.55 Million 0.0% of portfolio
31,519
Q3 2024 Added 17.77%
$32.4B
$2.22 Million 0.0% of portfolio
14,187
Q3 2024 Added 41.6%
$6.9B
$1.95 Million 0.0% of portfolio
10,069
Q3 2024 Added 13.58%
$4.06B
$1.93 Million 0.0% of portfolio
94,939
Q3 2024 Added 45.97%
$5.95B
$1.79 Million 0.0% of portfolio
35,097
Q3 2024 Added 34.96%
$9.01B
$1.68 Million 0.0% of portfolio
66,123
Q3 2024 Added 25.95%
$13.5B
$1.56 Million 0.0% of portfolio
9,310
Q3 2024 Added 15.78%
$2.14B
$1.51 Million 0.0% of portfolio
44,581
Q3 2024 New
$4.87B
$1.37 Million 0.0% of portfolio
24,265
Q3 2024 Added 66.38%
$10.4B
$1.32 Million 0.0% of portfolio
15,111
Q3 2024 Added 37.29%
$14.3B
$1.2 Million 0.0% of portfolio
55,840
Q3 2024 Added 6.39%
$5.76B
$1.08 Million 0.0% of portfolio
11,279
Q3 2024 Added 5.93%
$1.64B
$967,000 0.0% of portfolio
44,497
Q3 2024 Added 27.33%
$16.3B
$956,000 0.0% of portfolio
4,342
Q3 2024 Added 8.71%
$5.49B
$845,000 0.0% of portfolio
6,580
Q3 2024 Added 60.92%
$42.7B
$828,000 0.0% of portfolio
35,384
Q3 2024 Added 34.59%
$14.9B
$821,000 0.0% of portfolio
13,862
Q3 2024 Added 26.54%
$6.5B
$755,000 0.0% of portfolio
59,019
Q3 2024 Added 21.04%
$2.44B
$735,000 0.0% of portfolio
65,321
Q3 2024 Added 224.93%
$12.7B
$719,000 0.0% of portfolio
25,432
Q3 2024 Reduced 41.35%
$4.77B
$564,000 0.0% of portfolio
23,588
Q3 2024 Reduced 20.73%
$1.75B
$526,000 0.0% of portfolio
10,815
Q3 2024 Added 27.43%
$4.49B
$515,000 0.0% of portfolio
15,743
Q3 2024 Added 4.18%
$12.8B
$513,000 0.0% of portfolio
12,570
Q3 2024 Added 11.95%
$4.25B
$493,000 0.0% of portfolio
10,637
Q3 2024 Added 108.2%
$4.88B
$481,000 0.0% of portfolio
11,888
Q3 2024 Added 24.6%
$2.53B
$424,000 0.0% of portfolio
12,529
Q3 2024 Reduced 63.13%
$3.28B
$392,000 0.0% of portfolio
12,938
Q3 2024 Reduced 12.3%
$768M
$371,000 0.0% of portfolio
22,301
Q3 2024 Reduced 0.46%
Filter Shares Options
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email