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
$175B
$47.5 Million 0.05% of portfolio
91,073
Q4 2024 Added 32.22%
$195B
$54.3 Million 0.05% of portfolio
104,426
Q4 2024 Added 3.21%
$5.44B
$52.9 Million 0.05% of portfolio
1,636,696
Q4 2024 Reduced 4.0%
$0
$50.7 Million 0.05% of portfolio
1,475,993
Q4 2024 Reduced 1.12%
$0
$48.1 Million 0.05% of portfolio
140,202
Q4 2024 Reduced 1.75%
$246B
$46.8 Million 0.05% of portfolio
388,616
Q4 2024 Added 6.31%
$0
$47.4 Million 0.05% of portfolio
2,087,447
Q4 2024 Added 204.88%
$0
$50.9 Million 0.05% of portfolio
1,827,102
Q4 2024 Added 296.16%
$161B
$54.7 Million 0.05% of portfolio
51,582
Q4 2024 Reduced 7.7%
$0
$36.9 Million 0.04% of portfolio
822,015
Q4 2024 Added 1,113.92%
$0
$41.8 Million 0.04% of portfolio
98,328
Q4 2024 Added 11.81%
$142B
$41.5 Million 0.04% of portfolio
1,564,188
Q4 2024 Reduced 14.09%
$202B
$41.4 Million 0.04% of portfolio
1,819,386
Q4 2024 Added 16.27%
$191B
$36.1 Million 0.04% of portfolio
903,730
Q4 2024 Added 4.84%
$0
$37.7 Million 0.04% of portfolio
432,260
Q4 2024 Reduced 2.12%
$142B
$38 Million 0.04% of portfolio
513,579
Q4 2024 Added 0.43%
$127B
$39.1 Million 0.04% of portfolio
133,633
Q4 2024 Added 4.74%
$177B
$41.5 Million 0.04% of portfolio
213,020
Q4 2024 Added 0.95%
$48B
$38.6 Million 0.04% of portfolio
285,469
Q4 2024 Added 30.59%
$141B
$41.6 Million 0.04% of portfolio
343,971
Q4 2024 Added 6.28%
$162B
$39.4 Million 0.04% of portfolio
1,049,497
Q4 2024 Added 9.37%
$0
$35.9 Million 0.04% of portfolio
702,615
Q4 2024 Added 834.18%
$0
$46 Million 0.04% of portfolio
678,050
Q4 2024 Added 0.52%
$0
$41.1 Million 0.04% of portfolio
539,688
Q4 2024 Added 4.96%
$0
$39.7 Million 0.04% of portfolio
715,809
Q4 2024 Reduced 0.21%
$0
$36.2 Million 0.04% of portfolio
275,839
Q4 2024 Reduced 2.43%
$0
$37.6 Million 0.04% of portfolio
563,150
Q4 2024 Reduced 2.57%
$0
$44.7 Million 0.04% of portfolio
445,103
Q4 2024 Added 21.87%
$99.4B
$43.4 Million 0.04% of portfolio
179,325
Q4 2024 Added 4.07%
$0
$41 Million 0.04% of portfolio
1,618,182
Q4 2024 Reduced 4.07%
$50B
$37.6 Million 0.04% of portfolio
758,504
Q4 2024 Reduced 4.84%
$0
$45.4 Million 0.04% of portfolio
1,849,316
Q4 2024 Added 2,729.43%
$0
$36.2 Million 0.04% of portfolio
142,540
Q4 2024 Added 53.07%
$0
$42 Million 0.04% of portfolio
543,819
Q4 2024 Reduced 1.93%
$99.1B
$42.8 Million 0.04% of portfolio
248,102
Q4 2024 Added 4.27%
$0
$45.4 Million 0.04% of portfolio
1,323,408
Q4 2024 Reduced 3.21%
$0
$39.7 Million 0.04% of portfolio
674,468
Q4 2024 Added 3.71%
$0
$31.5 Million 0.03% of portfolio
1,329,368
Q4 2024 Added 201.93%
$0
$30.3 Million 0.03% of portfolio
242,620
Q4 2024 Added 3.55%
$0
$25.9 Million 0.03% of portfolio
135,700
Q4 2024 Added 18.05%
$130B
$29.3 Million 0.03% of portfolio
517,779
Q4 2024 Added 5.5%
$108B
$29.6 Million 0.03% of portfolio
566,020
Q4 2024 Added 6.49%
$62.7B
$32.3 Million 0.03% of portfolio
676,074
Q4 2024 Added 7.92%
$80.2B
$31.2 Million 0.03% of portfolio
247,358
Q4 2024 Added 0.74%
$137B
$28.8 Million 0.03% of portfolio
409,216
Q4 2024 Added 7.3%
$141B
$29 Million 0.03% of portfolio
80,588
Q4 2024 Added 7.45%
$142B
$34.8 Million 0.03% of portfolio
82,079
Q4 2024 Added 8.77%
$125B
$33.5 Million 0.03% of portfolio
206,201
Q4 2024 Reduced 7.75%
$149B
$29.3 Million 0.03% of portfolio
127,533
Q4 2024 Added 0.94%

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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