Creative Planning Portfolio Holdings

Creative Planning

  • $101 Billion
  • Q3 2024

Creative Planning has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 5488 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 $12.3B, Vanguard Ftse Developed Market with a value of $7.66B, Vanguard Bd Index Fd Inc Total with a value of $6.89B, Spdr Portfolio with a value of $4.01B, and Ishares Inc with a value of $3.77B.

Examining the 13F form we can see an increase of $7.08B in the current position value, from $93.6B to 101B.

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 $101 Billion
ETFs: $81.6 Billion
Technology: $6.45 Billion
Financial Services: $3.16 Billion
Consumer Cyclical: $1.87 Billion
Healthcare: $1.8 Billion
Communication Services: $1.39 Billion
Industrials: $1.39 Billion
Consumer Defensive: $1.21 Billion
Other: $1.71 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$228 Million 0.23% of portfolio
3,667,805
Q3 2024 Reduced 1.15%
$0
$228 Million 0.23% of portfolio
5,471,095
Q3 2024 Reduced 2.43%
$1.11T
$235 Million 0.23% of portfolio
896,484
Q3 2024 Added 19.16%
$0
$234 Million 0.23% of portfolio
6,934,244
Q3 2024 Reduced 3.04%
$0
$222 Million 0.22% of portfolio
2,839,297
Q3 2024 Reduced 3.18%
$0
$207 Million 0.21% of portfolio
658,314
Q3 2024 Reduced 1.78%
$508B
$211 Million 0.21% of portfolio
1,801,232
Q3 2024 Added 0.54%
$430B
$208 Million 0.21% of portfolio
513,327
Q3 2024 Added 6.85%
$0
$210 Million 0.21% of portfolio
1,753,627
Q3 2024 Reduced 6.3%
$427B
$199 Million 0.2% of portfolio
224,169
Q3 2024 Added 5.3%
$711B
$202 Million 0.2% of portfolio
228,526
Q3 2024 Reduced 0.07%
$0
$171 Million 0.17% of portfolio
2,044,956
Q3 2024 Reduced 1.44%
$0
$173 Million 0.17% of portfolio
947,415
Q3 2024 Reduced 1.76%
$0
$166 Million 0.17% of portfolio
2,665,687
Q3 2024 Reduced 9.9%
$0
$166 Million 0.16% of portfolio
1,416,016
Q3 2024 Reduced 3.5%
$0
$164 Million 0.16% of portfolio
437,035
Q3 2024 Added 0.23%
$313B
$148 Million 0.15% of portfolio
750,811
Q3 2024 Added 4.63%
$0
$147 Million 0.15% of portfolio
2,722,436
Q3 2024 Reduced 2.81%
$507B
$156 Million 0.15% of portfolio
566,729
Q3 2024 Added 2.41%
$0
$141 Million 0.14% of portfolio
247,981
Q3 2024 Reduced 4.45%
$245B
$145 Million 0.14% of portfolio
1,800,743
Q3 2024 Added 4.85%
$0
$141 Million 0.14% of portfolio
3,100,924
Q3 2024 Reduced 1.28%
$518B
$132 Million 0.13% of portfolio
774,912
Q3 2024 Added 4.07%
$276B
$133 Million 0.13% of portfolio
1,852,532
Q3 2024 Added 3.96%
$0
$136 Million 0.13% of portfolio
3,563,358
Q3 2024 Reduced 1.48%
$66.5B
$134 Million 0.13% of portfolio
779,322
Q3 2024 Added 897.65%
$0
$125 Million 0.12% of portfolio
1,230,874
Q3 2024 Added 4.6%
$0
$125 Million 0.12% of portfolio
1,318,746
Q3 2024 Reduced 3.29%
$0
$124 Million 0.12% of portfolio
560,710
Q3 2024 Reduced 2.45%
$553B
$124 Million 0.12% of portfolio
212,295
Q3 2024 Added 7.39%
$0
$120 Million 0.12% of portfolio
2,333,310
Q3 2024 Reduced 1.36%
$377B
$106 Million 0.11% of portfolio
2,666,608
Q3 2024 Added 0.59%
$0
$108 Million 0.11% of portfolio
619,556
Q3 2024 Added 0.28%
$0
$111 Million 0.11% of portfolio
1,417,842
Q3 2024 Reduced 0.77%
$0
$107 Million 0.11% of portfolio
1,169,824
Q3 2024 Reduced 1.02%
$0
$110 Million 0.11% of portfolio
2,332,881
Q3 2024 Reduced 0.58%
$0
$113 Million 0.11% of portfolio
1,341,298
Q3 2024 Added 1.86%
$0
$99.6 Million 0.1% of portfolio
524,533
Q3 2024 Added 0.61%
$251B
$95.7 Million 0.1% of portfolio
842,472
Q3 2024 Reduced 2.85%
$214B
$100 Million 0.1% of portfolio
329,417
Q3 2024 Added 1.38%
$0
$104 Million 0.1% of portfolio
271,283
Q3 2024 Added 1.4%
$497B
$102 Million 0.1% of portfolio
205,594
Q3 2024 Added 5.83%
$0
$97.1 Million 0.1% of portfolio
2,206,230
Q3 2024 Reduced 3.3%
$0
$88.2 Million 0.09% of portfolio
484,769
Q3 2024 Added 1.5%
$206B
$92.2 Million 0.09% of portfolio
808,863
Q3 2024 Added 5.67%
$223B
$89.5 Million 0.09% of portfolio
526,640
Q3 2024 Reduced 1.2%
$986B
$86.1 Million 0.09% of portfolio
495,686
Q3 2024 Added 8.1%
$226B
$87.6 Million 0.09% of portfolio
247,724
Q3 2024 Added 5.54%
$210B
$89.1 Million 0.09% of portfolio
227,915
Q3 2024 Added 1.68%

Summary

  • Portfolio
  • No. of Stocks 5,488
  • Current Value $101 Billion
  • Prior Value $93.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 306 stocks
  • Additional Purchases 1,844 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 919 stocks
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