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
$91.7 Million 0.09% of portfolio
482,809
Q4 2024 Reduced 0.4%
$0
$90.3 Million 0.09% of portfolio
2,230,486
Q4 2024 Added 1.1%
$207B
$84.4 Million 0.08% of portfolio
555,170
Q4 2024 Added 5.42%
$0
$79.5 Million 0.08% of portfolio
2,297,986
Q4 2024 Reduced 2.14%
$268B
$82.2 Million 0.08% of portfolio
245,765
Q4 2024 Added 5.14%
$0
$79.5 Million 0.08% of portfolio
1,559,715
Q4 2024 Reduced 0.88%
$178B
$72.7 Million 0.07% of portfolio
163,398
Q4 2024 Reduced 1.07%
$180B
$67.3 Million 0.07% of portfolio
604,417
Q4 2024 Reduced 7.82%
$253B
$71.7 Million 0.07% of portfolio
1,211,826
Q4 2024 Added 4.83%
$223B
$71.5 Million 0.07% of portfolio
325,453
Q4 2024 Added 8.22%
$0
$71.8 Million 0.07% of portfolio
1,265,809
Q4 2024 Added 2.66%
$0
$68.1 Million 0.07% of portfolio
1,158,990
Q4 2024 Reduced 7.58%
$0
$76.9 Million 0.07% of portfolio
123,639
Q4 2024 Reduced 0.72%
$0
$72.3 Million 0.07% of portfolio
446,720
Q4 2024 Added 22.29%
$0
$68.6 Million 0.07% of portfolio
1,195,190
Q4 2024 Reduced 2.34%
$0
$58.5 Million 0.06% of portfolio
576,393
Q4 2024 Added 13.82%
$0
$64.2 Million 0.06% of portfolio
730,789
Q4 2024 Added 119.9%
$145B
$60.9 Million 0.06% of portfolio
267,063
Q4 2024 Added 3.4%
$272B
$61.6 Million 0.06% of portfolio
877,185
Q4 2024 Reduced 6.78%
$195B
$57 Million 0.06% of portfolio
492,317
Q4 2024 Added 0.34%
$139B
$60.1 Million 0.06% of portfolio
837,831
Q4 2024 Added 0.8%
$0
$61.2 Million 0.06% of portfolio
1,831,856
Q4 2024 Added 3.39%
$108B
$58.6 Million 0.06% of portfolio
176,507
Q4 2024 Reduced 2.52%
$0
$60.1 Million 0.06% of portfolio
1,429,244
Q4 2024 Added 2.86%
$0
$65 Million 0.06% of portfolio
327,946
Q4 2024 Added 30.61%
$10.9B
$62.8 Million 0.06% of portfolio
1,345,385
Q4 2024 Added 23.19%
$0
$59.7 Million 0.06% of portfolio
451,773
Q4 2024 Reduced 0.77%
$0
$65.8 Million 0.06% of portfolio
1,036,624
Q4 2024 Added 2.36%
$0
$57.7 Million 0.06% of portfolio
504,319
Q4 2024 Added 22.81%
$0
$56.6 Million 0.06% of portfolio
725,601
Q4 2024 Added 14.43%
$0
$61.4 Million 0.06% of portfolio
1,054,687
Q4 2024 Added 1.98%
$0
$46.2 Million 0.05% of portfolio
1,063,083
Q4 2024 Added 8.58%
$102B
$53.5 Million 0.05% of portfolio
302,289
Q4 2024 Added 16.8%
$167B
$51.8 Million 0.05% of portfolio
198,554
Q4 2024 Added 0.56%
$166B
$49 Million 0.05% of portfolio
405,949
Q4 2024 Reduced 7.03%
$0
$50.3 Million 0.05% of portfolio
174,802
Q4 2024 Reduced 2.91%
$142B
$55.7 Million 0.05% of portfolio
246,362
Q4 2024 Added 6.87%
$145B
$54.9 Million 0.05% of portfolio
222,289
Q4 2024 Reduced 0.24%
$117B
$52.7 Million 0.05% of portfolio
108,351
Q4 2024 Added 1.93%
$0
$53.7 Million 0.05% of portfolio
607,125
Q4 2024 Added 4.44%
$0
$48.5 Million 0.05% of portfolio
382,954
Q4 2024 Added 5.79%
$0
$47.6 Million 0.05% of portfolio
204,521
Q4 2024 Added 1.87%
$186B
$48.5 Million 0.05% of portfolio
84,727
Q4 2024 Added 10.0%
$80B
$51.9 Million 0.05% of portfolio
686,491
Q4 2024 Added 39.24%
$0
$50.1 Million 0.05% of portfolio
468,623
Q4 2024 Added 6.87%
$201B
$50.6 Million 0.05% of portfolio
170,513
Q4 2024 Added 5.89%
$75.7B
$51.9 Million 0.05% of portfolio
151,744
Q4 2024 Reduced 12.46%
$0
$47.9 Million 0.05% of portfolio
780,582
Q4 2024 Reduced 4.14%
$24.7B
$46.4 Million 0.05% of portfolio
247,339
Q4 2024 Added 5.58%

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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