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
$0
$10.3 Million 0.01% of portfolio
180,257
Q4 2024 Reduced 5.79%
$0
$10.2 Million 0.01% of portfolio
887,506
Q4 2024 Added 6.29%
$0
$9.86 Million 0.01% of portfolio
196,776
Q4 2024 Reduced 9.11%
$17.5B
$7.04 Million 0.01% of portfolio
16,189
Q4 2024 Added 9.58%
$0
$5.33 Million 0.01% of portfolio
45,326
Q4 2024 Reduced 2.1%
$932M
$5.23 Million 0.01% of portfolio
52,749
Q4 2024 New
$30.3B
$6.17 Million 0.01% of portfolio
72,606
Q4 2024 Reduced 1.08%
$1.24B
$6.05 Million 0.01% of portfolio
51,954
Q4 2024 Added 0.08%
$45.2B
$5.39 Million 0.01% of portfolio
19,559
Q4 2024 Added 12.78%
$27.1B
$5.43 Million 0.01% of portfolio
358,426
Q4 2024 Added 11.38%
$0
$5.4 Million 0.01% of portfolio
68,275
Q4 2024 Added 136.57%
$0
$11.4 Million 0.01% of portfolio
416,281
Q4 2024 Added 6,969.99%
$0
$10.8 Million 0.01% of portfolio
447,977
Q4 2024 Added 83.23%
$53.2B
$8.04 Million 0.01% of portfolio
38,703
Q4 2024 Added 6.01%
$100B
$11.4 Million 0.01% of portfolio
77,107
Q4 2024 Added 11.54%
$0
$6.94 Million 0.01% of portfolio
26,005
Q4 2024 Reduced 33.88%
$0
$5.96 Million 0.01% of portfolio
16,291
Q4 2024 Added 14.77%
$70.2B
$10.1 Million 0.01% of portfolio
189,599
Q4 2024 Added 11.09%
$45.2B
$8.3 Million 0.01% of portfolio
46,481
Q4 2024 Added 6.16%
$95.7B
$14.3 Million 0.01% of portfolio
47,503
Q4 2024 Reduced 0.18%
$0
$7.8 Million 0.01% of portfolio
111,420
Q4 2024 Reduced 0.31%
$86.9B
$8.61 Million 0.01% of portfolio
52,109
Q4 2024 Added 24.71%
$2.61B
$5.62 Million 0.01% of portfolio
399,515
Q4 2024 Added 30.53%
$0
$9.48 Million 0.01% of portfolio
417,618
Q4 2024 Added 111.27%
$0
$7.04 Million 0.01% of portfolio
99,518
Q4 2024 Added 0.33%
$0
$9.88 Million 0.01% of portfolio
170,363
Q4 2024 Added 551.63%
$0
$7.49 Million 0.01% of portfolio
326,153
Q4 2024 Added 111.23%
$0
$7.83 Million 0.01% of portfolio
167,377
Q4 2024 Reduced 1.05%
$0
$5.92 Million 0.01% of portfolio
112,445
Q4 2024 Reduced 0.07%
$4.45B
$5.31 Million 0.01% of portfolio
62,684
Q4 2024 Added 1,752.91%
$50.3B
$5.92 Million 0.01% of portfolio
22,954
Q4 2024 Added 24.79%
$0
$6.12 Million 0.01% of portfolio
92,534
Q4 2024 Added 11.76%
$28.2B
$6.06 Million 0.01% of portfolio
37,014
Q4 2024 Added 7.63%
$0
$10.6 Million 0.01% of portfolio
221,146
Q4 2024 Reduced 3.46%
$8.47B
$9 Million 0.01% of portfolio
349,933
Q4 2024 Reduced 33.22%
$76.4B
$14.8 Million 0.01% of portfolio
90,550
Q4 2024 Added 0.16%
$581M
$1.95 Million 0.0% of portfolio
285,594
Q4 2024 Reduced 14.36%
Orchid Is Cap Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 206.04%
$1.29B
$948,000 0.0% of portfolio
4,298
Q4 2024 Added 103.31%
$0
$3.13 Million 0.0% of portfolio
176,772
Q4 2024 Added 1,088.86%
$1.1B
$427,000 0.0% of portfolio
34,084
Q4 2024 Reduced 18.18%
$0
$332,000 0.0% of portfolio
5,468
Q4 2024 Reduced 8.59%
$0
$1.83 Million 0.0% of portfolio
109,902
Q4 2024 Added 1.76%
$215M
$0 0.0% of portfolio
1
Q4 2024 Reduced 99.99%
$1.13B
$4.85 Million 0.0% of portfolio
1,328,786
Q4 2024 Reduced 55.5%
$6.59B
$1.86 Million 0.0% of portfolio
30,414
Q4 2024 Added 2.32%
$3.55B
$0 0.0% of portfolio
17
Q4 2024 New
$6.69B
$429,000 0.0% of portfolio
6,242
Q4 2024 Reduced 6.09%
$387M
$268,000 0.0% of portfolio
21,210
Q4 2024 Added 52.54%

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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