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
$23.4B
$12.9 Million 0.01% of portfolio
142,455
Q4 2024 Added 2.85%
$0
$8.09 Million 0.01% of portfolio
120,649
Q4 2024 Reduced 4.9%
$24.2B
$8.79 Million 0.01% of portfolio
90,475
Q4 2024 Reduced 31.87%
$0
$8.94 Million 0.01% of portfolio
170,316
Q4 2024 Reduced 0.47%
$0
$6.89 Million 0.01% of portfolio
71,111
Q4 2024 Reduced 1.08%
$0
$7.31 Million 0.01% of portfolio
181,192
Q4 2024 Added 3.13%
$29B
$5.54 Million 0.01% of portfolio
71,238
Q4 2024 Added 19.58%
$30.3B
$8.98 Million 0.01% of portfolio
238,429
Q4 2024 Added 90.88%
$30.6B
$5.82 Million 0.01% of portfolio
30,932
Q4 2024 Added 5.84%
$89.6B
$11.3 Million 0.01% of portfolio
267,136
Q4 2024 Added 10.58%
$3.5B
$11.7 Million 0.01% of portfolio
546,005
Q4 2024 Reduced 2.05%
$32.4B
$6.52 Million 0.01% of portfolio
28,508
Q4 2024 Added 1.74%
$61B
$7.52 Million 0.01% of portfolio
14,471
Q4 2024 Reduced 2.11%
$6.09B
$5.32 Million 0.01% of portfolio
75,508
Q4 2024 Added 23.24%
$95.6B
$7.31 Million 0.01% of portfolio
160,836
Q4 2024 Added 13.09%
$77.6B
$8.64 Million 0.01% of portfolio
9,162
Q4 2024 Added 18.16%
$0
$13 Million 0.01% of portfolio
501,185
Q4 2024 Added 4.35%
$67.8B
$10.5 Million 0.01% of portfolio
136,973
Q4 2024 Added 4.4%
$0
$6.29 Million 0.01% of portfolio
51,752
Q4 2024 Added 27.21%
$33.1B
$5.15 Million 0.01% of portfolio
10,640
Q4 2024 Reduced 0.88%
$30.2B
$8.47 Million 0.01% of portfolio
16,393
Q4 2024 Added 3.97%
$73.8B
$11.6 Million 0.01% of portfolio
9,126
Q4 2024 Added 56.11%
$8.22B
$5.37 Million 0.01% of portfolio
171,717
Q4 2024 Added 10.2%
$6.82B
$14.9 Million 0.01% of portfolio
84,826
Q4 2024 Added 7.76%
$0
$5.83 Million 0.01% of portfolio
266,227
Q4 2024 Added 4.04%
$0
$5.72 Million 0.01% of portfolio
83,017
Q4 2024 Reduced 1.6%
$18.4B
$10.5 Million 0.01% of portfolio
72,886
Q4 2024 Added 0.15%
$36.1B
$5.36 Million 0.01% of portfolio
23,706
Q4 2024 Added 2.9%
$0
$13.5 Million 0.01% of portfolio
122,225
Q4 2024 Reduced 32.83%
$30.1B
$8.66 Million 0.01% of portfolio
143,078
Q4 2024 Added 4.84%
$44.9B
$11.7 Million 0.01% of portfolio
67,806
Q4 2024 Added 5.16%
$0
$10.7 Million 0.01% of portfolio
345,572
Q4 2024 Reduced 6.78%
$0
$15 Million 0.01% of portfolio
163,831
Q4 2024 Reduced 5.74%
$0
$6.66 Million 0.01% of portfolio
211,944
Q4 2024 Added 8.34%
$0
$14.6 Million 0.01% of portfolio
354,849
Q4 2024 Reduced 1.71%
$0
$5.85 Million 0.01% of portfolio
95,635
Q4 2024 Added 5.87%
$0
$8.69 Million 0.01% of portfolio
111,520
Q4 2024 Reduced 0.64%
$39.7B
$7.28 Million 0.01% of portfolio
19,032
Q4 2024 Added 23.66%
$4.96B
$5.68 Million 0.01% of portfolio
50,357
Q4 2024 Added 60.75%
$104B
$9 Million 0.01% of portfolio
5,295
Q4 2024 Reduced 11.11%
$0
$5.92 Million 0.01% of portfolio
306,756
Q4 2024 Added 0.02%
$0
$7.12 Million 0.01% of portfolio
138,162
Q4 2024 Added 0.7%
$0
$5.19 Million 0.01% of portfolio
90,482
Q4 2024 Reduced 2.71%
$45.3B
$7.24 Million 0.01% of portfolio
12,064
Q4 2024 Added 8.78%
$0
$5.15 Million 0.01% of portfolio
218,355
Q4 2024 New
$0
$12.8 Million 0.01% of portfolio
102,348
Q4 2024 Reduced 2.99%
$0
$7.38 Million 0.01% of portfolio
141,465
Q4 2024 Added 4.19%
$7.19B
$8.66 Million 0.01% of portfolio
65,146
Q4 2024 Added 2.07%
$0
$15.3 Million 0.01% of portfolio
72,118
Q4 2024 Added 14.41%

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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