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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11B
$14.9 Million 0.01% of portfolio
168,250
Q4 2024 Added 13.57%
$0
$10.3 Million 0.01% of portfolio
38,599
Q4 2024 Added 0.23%
$52B
$6.76 Million 0.01% of portfolio
22,568
Q4 2024 Added 2.65%
$54.8B
$9.43 Million 0.01% of portfolio
40,860
Q4 2024 Added 7.19%
$81.3B
$10.6 Million 0.01% of portfolio
29,476
Q4 2024 Reduced 15.55%
$33.8B
$6.65 Million 0.01% of portfolio
65,146
Q4 2024 Added 117.94%
$34.6B
$13.3 Million 0.01% of portfolio
208,422
Q4 2024 Added 10.46%
$44.7B
$9.94 Million 0.01% of portfolio
201,185
Q4 2024 Reduced 18.69%
$25.8B
$8.82 Million 0.01% of portfolio
98,894
Q4 2024 Added 33.43%
$92.1B
$6.13 Million 0.01% of portfolio
168,827
Q4 2024 Added 17.31%
$53.8B
$14.7 Million 0.01% of portfolio
85,573
Q4 2024 Added 7.4%
$177B
$8.91 Million 0.01% of portfolio
759,421
Q4 2024 Added 24.97%
$41.6B
$8.43 Million 0.01% of portfolio
99,787
Q4 2024 Added 4.28%
$111B
$6.92 Million 0.01% of portfolio
477,228
Q4 2024 Added 26.76%
$72.9B
$12.1 Million 0.01% of portfolio
46,043
Q4 2024 Reduced 1.93%
$0
$8.62 Million 0.01% of portfolio
35,614
Q4 2024 Reduced 6.84%
$476B
$7.49 Million 0.01% of portfolio
11
Q4 2024 Added 57.14%
$3.07B
$6.74 Million 0.01% of portfolio
33,200
Q4 2024 Added 10.32%
$52B
$11 Million 0.01% of portfolio
89,815
Q4 2024 Added 6.2%
$23.7B
$14 Million 0.01% of portfolio
24,308
Q4 2024 Added 1.07%
$5.75B
$8.7 Million 0.01% of portfolio
163,896
Q4 2024 Added 412.11%
$29.8B
$9.11 Million 0.01% of portfolio
31,877
Q4 2024 Added 22.95%
$45.6B
$5.8 Million 0.01% of portfolio
41,508
Q4 2024 Reduced 5.73%
$95.8B
$14.2 Million 0.01% of portfolio
61,190
Q4 2024 Added 19.38%
$70.9B
$14.3 Million 0.01% of portfolio
47,464
Q4 2024 Reduced 1.91%
$103B
$8.8 Million 0.01% of portfolio
83,269
Q4 2024 Reduced 16.86%
$67.8B
$8.9 Million 0.01% of portfolio
2,778
Q4 2024 Added 10.28%
$0
$10.8 Million 0.01% of portfolio
101,226
Q4 2024 Reduced 11.03%
$23.6B
$10.2 Million 0.01% of portfolio
410,044
Q4 2024 Reduced 18.86%
$17.9B
$5.61 Million 0.01% of portfolio
34,559
Q4 2024 Added 18.8%
$38.5B
$9.01 Million 0.01% of portfolio
100,957
Q4 2024 Added 2.05%
$2.25B
$10 Million 0.01% of portfolio
635,921
Q4 2024 Added 508.47%
$23.4B
$8.1 Million 0.01% of portfolio
990
Q4 2024 Added 11.24%
$125B
$8.03 Million 0.01% of portfolio
164,481
Q4 2024 Added 11.51%
$58.2B
$9.1 Million 0.01% of portfolio
239,045
Q4 2024 Added 6.58%
$33.3B
$13.9 Million 0.01% of portfolio
118,852
Q4 2024 Added 8.86%
$57.7B
$6 Million 0.01% of portfolio
195,233
Q4 2024 Added 12.62%
$30B
$5.17 Million 0.01% of portfolio
98,360
Q4 2024 Added 8.36%
$40.2B
$8.63 Million 0.01% of portfolio
41,051
Q4 2024 Reduced 1.29%
$43.7B
$9.66 Million 0.01% of portfolio
13,713
Q4 2024 Added 5.11%
$46.8B
$9.1 Million 0.01% of portfolio
4,572
Q4 2024 Added 3.23%
$15.6B
$8.37 Million 0.01% of portfolio
135,974
Q4 2024 Added 10.02%
$0
$6.74 Million 0.01% of portfolio
81,077
Q4 2024 Reduced 4.69%
$0
$5.56 Million 0.01% of portfolio
119,174
Q4 2024 Added 3.56%
$25.8B
$7.02 Million 0.01% of portfolio
174,886
Q4 2024 Added 16.64%
$147B
$12.1 Million 0.01% of portfolio
200,547
Q4 2024 Added 2.76%
$44.4B
$8.94 Million 0.01% of portfolio
157,036
Q4 2024 Added 12.7%
$42.5B
$14.4 Million 0.01% of portfolio
155,043
Q4 2024 Added 3.51%
$0
$8.54 Million 0.01% of portfolio
148,387
Q4 2024 Added 6.75%

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
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