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
$48 Million 0.05% of portfolio
461,208
Q3 2024 Reduced 2.57%
$0
$52.7 Million 0.05% of portfolio
1,367,262
Q3 2024 Reduced 1.89%
$214B
$50 Million 0.05% of portfolio
55,887
Q3 2024 Added 8.06%
$0
$35.9 Million 0.04% of portfolio
781,907
Q3 2024 Reduced 2.93%
$118B
$38.1 Million 0.04% of portfolio
132,140
Q3 2024 Reduced 6.5%
$225B
$43.7 Million 0.04% of portfolio
161,031
Q3 2024 Added 4.77%
$0
$38.2 Million 0.04% of portfolio
282,711
Q3 2024 Reduced 0.2%
$116B
$37.4 Million 0.04% of portfolio
80,467
Q3 2024 Added 1.71%
$64.4B
$37.4 Million 0.04% of portfolio
465,226
Q3 2024 Added 2.57%
$0
$40.4 Million 0.04% of portfolio
578,033
Q3 2024 Reduced 4.89%
$0
$36.8 Million 0.04% of portfolio
365,221
Q3 2024 Reduced 5.86%
$0
$37.2 Million 0.04% of portfolio
87,942
Q3 2024 Added 1.86%
$89B
$39.3 Million 0.04% of portfolio
258,806
Q3 2024 Reduced 16.63%
$181B
$38.7 Million 0.04% of portfolio
861,988
Q3 2024 Added 2.83%
$0
$38.3 Million 0.04% of portfolio
441,642
Q3 2024 Reduced 7.62%
$0
$42.5 Million 0.04% of portfolio
361,983
Q3 2024 Added 0.3%
$127B
$35.3 Million 0.04% of portfolio
127,582
Q3 2024 Added 2.78%
$150B
$45.2 Million 0.04% of portfolio
223,520
Q3 2024 Added 10.45%
$177B
$41.1 Million 0.04% of portfolio
211,018
Q3 2024 Added 7.09%
$224B
$39.7 Million 0.04% of portfolio
344,951
Q3 2024 Added 4.07%
$198B
$37.1 Million 0.04% of portfolio
196,581
Q3 2024 Added 9.02%
$206B
$38.1 Million 0.04% of portfolio
77,025
Q3 2024 Added 3.46%
$97.5B
$43.6 Million 0.04% of portfolio
493,020
Q3 2024 Reduced 9.91%
$141B
$38 Million 0.04% of portfolio
323,654
Q3 2024 Added 5.5%
$191B
$40.1 Million 0.04% of portfolio
959,549
Q3 2024 Added 2.67%
$9.91B
$38.7 Million 0.04% of portfolio
47,377
Q3 2024 Added 2.48%
$0
$43.3 Million 0.04% of portfolio
514,188
Q3 2024 Reduced 0.7%
$0
$43.8 Million 0.04% of portfolio
717,339
Q3 2024 Reduced 7.08%
$28.7B
$44.9 Million 0.04% of portfolio
234,265
Q3 2024 Added 0.02%
$86.2B
$41.9 Million 0.04% of portfolio
172,310
Q3 2024 Reduced 1.77%
$43.3B
$39.6 Million 0.04% of portfolio
797,061
Q3 2024 Reduced 0.12%
$0
$43.6 Million 0.04% of portfolio
554,536
Q3 2024 Added 0.03%
$141B
$36.4 Million 0.04% of portfolio
237,936
Q3 2024 Added 4.24%
$202B
$44.4 Million 0.04% of portfolio
365,549
Q3 2024 Added 5.63%
$1.44B
$41.5 Million 0.04% of portfolio
3,105,454
Q3 2024 Added 1.95%
$0
$35.6 Million 0.04% of portfolio
704,397
Q3 2024 Reduced 13.28%
$0
$42.1 Million 0.04% of portfolio
650,363
Q3 2024 Reduced 2.74%
$0
$44.7 Million 0.04% of portfolio
979,054
Q3 2024 Added 0.53%
$125B
$41.9 Million 0.04% of portfolio
109,174
Q3 2024 Added 13.06%
$0
$32.7 Million 0.03% of portfolio
182,585
Q3 2024 Reduced 0.98%
$23.6B
$29.3 Million 0.03% of portfolio
303,295
Q3 2024 Added 6.56%
$43.6B
$25.4 Million 0.03% of portfolio
384,629
Q3 2024 Reduced 1.26%
$168B
$26.6 Million 0.03% of portfolio
51,561
Q3 2024 Added 12.95%
$79.9B
$25.8 Million 0.03% of portfolio
209,875
Q3 2024 Added 0.85%
$90.6B
$30.8 Million 0.03% of portfolio
39,771
Q3 2024 Added 11.87%
$95.4B
$33.2 Million 0.03% of portfolio
368,646
Q3 2024 Added 3.37%
$50.1B
$28.5 Million 0.03% of portfolio
277,641
Q3 2024 Added 0.02%
$0
$29 Million 0.03% of portfolio
234,299
Q3 2024 Reduced 4.34%
$125B
$25.4 Million 0.03% of portfolio
490,783
Q3 2024 Reduced 7.74%

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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