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
$404B
$232 Million 0.23% of portfolio
1,382,915
Q4 2024 Reduced 0.76%
$0
$230 Million 0.22% of portfolio
3,604,136
Q4 2024 Reduced 1.74%
$0
$224 Million 0.22% of portfolio
6,831,323
Q4 2024 Reduced 1.48%
$0
$221 Million 0.21% of portfolio
5,390,141
Q4 2024 Reduced 1.48%
$0
$210 Million 0.2% of portfolio
652,649
Q4 2024 Reduced 0.86%
$0
$201 Million 0.2% of portfolio
1,103,362
Q4 2024 Added 16.46%
$419B
$203 Million 0.2% of portfolio
221,852
Q4 2024 Reduced 1.03%
$496B
$192 Million 0.19% of portfolio
1,780,400
Q4 2024 Reduced 1.16%
$375B
$200 Million 0.19% of portfolio
513,220
Q4 2024 Reduced 0.02%
$0
$190 Million 0.19% of portfolio
1,646,514
Q4 2024 Reduced 6.11%
$67.8B
$196 Million 0.19% of portfolio
846,244
Q4 2024 Added 8.59%
$0
$195 Million 0.19% of portfolio
2,769,313
Q4 2024 Reduced 2.46%
$0
$180 Million 0.18% of portfolio
1,566,357
Q4 2024 Added 10.62%
$0
$183 Million 0.18% of portfolio
454,542
Q4 2024 Added 4.01%
$785B
$182 Million 0.18% of portfolio
235,537
Q4 2024 Added 3.07%
$573B
$182 Million 0.18% of portfolio
576,941
Q4 2024 Added 1.8%
$0
$153 Million 0.15% of portfolio
2,022,147
Q4 2024 Reduced 1.12%
$0
$141 Million 0.14% of portfolio
3,134,767
Q4 2024 Added 1.09%
$0
$142 Million 0.14% of portfolio
248,635
Q4 2024 Added 0.26%
$434B
$142 Million 0.14% of portfolio
984,930
Q4 2024 Reduced 0.35%
$0
$141 Million 0.14% of portfolio
2,411,399
Q4 2024 Reduced 9.54%
$0
$131 Million 0.13% of portfolio
593,418
Q4 2024 Added 5.83%
$0
$130 Million 0.13% of portfolio
1,243,747
Q4 2024 Added 1.05%
$0
$135 Million 0.13% of portfolio
2,722,945
Q4 2024 Added 0.02%
$370B
$135 Million 0.13% of portfolio
761,073
Q4 2024 Added 1.37%
$377B
$128 Million 0.12% of portfolio
769,356
Q4 2024 Reduced 0.72%
$0
$120 Million 0.12% of portfolio
1,239,687
Q4 2024 Reduced 6.0%
$0
$121 Million 0.12% of portfolio
294,489
Q4 2024 Added 8.55%
$0
$126 Million 0.12% of portfolio
3,548,218
Q4 2024 Reduced 0.42%
$0
$123 Million 0.12% of portfolio
1,341,540
Q4 2024 Added 14.68%
$0
$118 Million 0.12% of portfolio
4,333,971
Q4 2024 Added 223.12%
$310B
$116 Million 0.11% of portfolio
1,862,861
Q4 2024 Added 0.56%
$335B
$118 Million 0.11% of portfolio
2,683,925
Q4 2024 Added 0.65%
$0
$113 Million 0.11% of portfolio
666,212
Q4 2024 Added 7.53%
$523B
$115 Million 0.11% of portfolio
219,259
Q4 2024 Added 6.65%
$0
$108 Million 0.11% of portfolio
1,386,224
Q4 2024 Reduced 2.23%
$0
$117 Million 0.11% of portfolio
4,524,557
Q4 2024 Added 93.91%
$0
$111 Million 0.11% of portfolio
2,298,672
Q4 2024 Reduced 1.47%
$0
$98.4 Million 0.1% of portfolio
531,691
Q4 2024 Added 1.36%
$230B
$103 Million 0.1% of portfolio
355,997
Q4 2024 Added 8.07%
$490B
$105 Million 0.1% of portfolio
207,319
Q4 2024 Reduced 2.34%
$415B
$105 Million 0.1% of portfolio
117,600
Q4 2024 Added 6.38%
$0
$98.1 Million 0.1% of portfolio
1,985,027
Q4 2024 Added 0.79%
$232B
$92.8 Million 0.09% of portfolio
820,606
Q4 2024 Added 1.45%
$327B
$89.1 Million 0.09% of portfolio
614,995
Q4 2024 Added 12.67%
$861B
$92.8 Million 0.09% of portfolio
469,944
Q4 2024 Reduced 5.19%
$227B
$91.7 Million 0.09% of portfolio
921,723
Q4 2024 Added 9.41%
$197B
$88.5 Million 0.09% of portfolio
251,500
Q4 2024 Added 1.52%
$174B
$87.7 Million 0.09% of portfolio
241,658
Q4 2024 Added 6.03%

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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