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
$94.5 Million 0.09% of portfolio
1,969,411
Q3 2024 Reduced 1.29%
$393B
$78.4 Million 0.08% of portfolio
110,551
Q3 2024 Added 10.81%
$0
$75.8 Million 0.08% of portfolio
1,233,059
Q3 2024 Added 2.64%
$0
$81 Million 0.08% of portfolio
1,254,058
Q3 2024 Reduced 3.94%
$232B
$85.5 Million 0.08% of portfolio
165,167
Q3 2024 Added 33.27%
$316B
$80.4 Million 0.08% of portfolio
545,842
Q3 2024 Reduced 4.18%
$0
$80.5 Million 0.08% of portfolio
2,348,174
Q3 2024 Added 2.31%
$0
$80.5 Million 0.08% of portfolio
1,573,500
Q3 2024 Reduced 2.6%
$0
$77.1 Million 0.08% of portfolio
1,223,855
Q3 2024 Added 0.84%
$222B
$71.6 Million 0.07% of portfolio
436,660
Q3 2024 Added 32.97%
$173B
$68.7 Million 0.07% of portfolio
403,811
Q3 2024 Added 1.28%
$192B
$66.5 Million 0.07% of portfolio
300,740
Q3 2024 Added 5.13%
$151B
$70.3 Million 0.07% of portfolio
831,170
Q3 2024 Added 2.43%
$0
$73 Million 0.07% of portfolio
124,540
Q3 2024 Reduced 0.86%
$0
$72 Million 0.07% of portfolio
1,012,755
Q3 2024 Added 1.14%
$144B
$60 Million 0.06% of portfolio
181,067
Q3 2024 Added 2.67%
$208B
$63.1 Million 0.06% of portfolio
655,712
Q3 2024 Added 6.72%
$163B
$60.3 Million 0.06% of portfolio
222,818
Q3 2024 Added 8.99%
$236B
$61.5 Million 0.06% of portfolio
1,155,964
Q3 2024 Added 2.46%
$140B
$62.1 Million 0.06% of portfolio
106,301
Q3 2024 Added 3.14%
$144B
$63.6 Million 0.06% of portfolio
258,290
Q3 2024 Added 4.56%
$175B
$59.4 Million 0.06% of portfolio
490,632
Q3 2024 Added 1.23%
$0
$64.5 Million 0.06% of portfolio
1,771,835
Q3 2024 Added 0.81%
$0
$58.1 Million 0.06% of portfolio
1,389,493
Q3 2024 Added 2.38%
$12.9B
$55.5 Million 0.06% of portfolio
1,092,100
Q3 2024 Added 0.1%
$0
$64.7 Million 0.06% of portfolio
455,279
Q3 2024 Reduced 1.4%
$201B
$62.6 Million 0.06% of portfolio
101,174
Q3 2024 Added 3.13%
$326B
$64 Million 0.06% of portfolio
233,743
Q3 2024 Added 8.02%
$0
$61.2 Million 0.06% of portfolio
365,297
Q3 2024 Reduced 0.24%
$0
$61 Million 0.06% of portfolio
1,034,166
Q3 2024 Reduced 3.39%
$75.2B
$48.6 Million 0.05% of portfolio
173,349
Q3 2024 Added 9.2%
$0
$54.6 Million 0.05% of portfolio
814,258
Q3 2024 Reduced 6.82%
$0
$48.5 Million 0.05% of portfolio
506,415
Q3 2024 Added 3.26%
$0
$51.1 Million 0.05% of portfolio
180,043
Q3 2024 Reduced 0.14%
$152B
$47.7 Million 0.05% of portfolio
230,532
Q3 2024 Added 6.18%
$140B
$52.7 Million 0.05% of portfolio
1,820,731
Q3 2024 Added 17.12%
$0
$51.2 Million 0.05% of portfolio
581,328
Q3 2024 Added 1.02%
$0
$45.3 Million 0.05% of portfolio
200,766
Q3 2024 Added 0.06%
$279B
$53.1 Million 0.05% of portfolio
940,934
Q3 2024 Added 15.18%
$0
$49.5 Million 0.05% of portfolio
438,487
Q3 2024 Added 1.59%
$0
$49.5 Million 0.05% of portfolio
674,561
Q3 2024 Added 2.2%
$0
$50.4 Million 0.05% of portfolio
251,089
Q3 2024 Added 2.83%
$0
$46.2 Million 0.05% of portfolio
1,686,876
Q3 2024 Reduced 3.12%
$5.19B
$49.9 Million 0.05% of portfolio
1,704,824
Q3 2024 Reduced 0.83%
$0
$51.5 Million 0.05% of portfolio
1,492,661
Q3 2024 Reduced 0.92%
$0
$51.7 Million 0.05% of portfolio
410,660
Q3 2024 Added 2.3%
$0
$45.9 Million 0.05% of portfolio
142,696
Q3 2024 Reduced 0.06%
$0
$45.5 Million 0.05% of portfolio
684,684
Q3 2024 Added 0.7%
$0
$50.4 Million 0.05% of portfolio
634,123
Q3 2024 Added 19.12%

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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