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
$96.7B
$34.9 Million 0.03% of portfolio
61,293
Q4 2024 Reduced 3.21%
$198B
$30.3 Million 0.03% of portfolio
241,349
Q4 2024 Added 9.65%
$240B
$34.4 Million 0.03% of portfolio
353,759
Q4 2024 Added 2.55%
$219B
$33.4 Million 0.03% of portfolio
200,161
Q4 2024 Added 1.82%
$0
$29.5 Million 0.03% of portfolio
318,796
Q4 2024 Added 534.72%
$79.5B
$26.1 Million 0.03% of portfolio
208,315
Q4 2024 Added 40.37%
$173B
$35.3 Million 0.03% of portfolio
56,217
Q4 2024 Added 4.98%
$95B
$28 Million 0.03% of portfolio
138,694
Q4 2024 Added 3.99%
$93.9B
$33.4 Million 0.03% of portfolio
310,061
Q4 2024 Added 1.85%
$134B
$26.9 Million 0.03% of portfolio
270,883
Q4 2024 Added 9.03%
$0
$28 Million 0.03% of portfolio
256,969
Q4 2024 Added 0.01%
$0
$34.4 Million 0.03% of portfolio
267,215
Q4 2024 Added 1.44%
$0
$31.9 Million 0.03% of portfolio
763,795
Q4 2024 Reduced 2.32%
$0
$34 Million 0.03% of portfolio
194,249
Q4 2024 Added 6.39%
$125B
$35.1 Million 0.03% of portfolio
127,152
Q4 2024 Reduced 3.77%
$31.4B
$33.7 Million 0.03% of portfolio
1,590,827
Q4 2024 Added 424.51%
$166B
$27.7 Million 0.03% of portfolio
55,605
Q4 2024 Added 7.84%
$100B
$31.6 Million 0.03% of portfolio
384,228
Q4 2024 Added 4.23%
$90B
$25.9 Million 0.03% of portfolio
21,876
Q4 2024 Added 2.45%
$314B
$25.8 Million 0.03% of portfolio
104,985
Q4 2024 Added 10.01%
$124B
$32 Million 0.03% of portfolio
79,470
Q4 2024 Reduced 1.24%
$56.1B
$26.4 Million 0.03% of portfolio
286,717
Q4 2024 Added 3.27%
$53B
$30.7 Million 0.03% of portfolio
450,016
Q4 2024 Reduced 3.27%
$157B
$26.5 Million 0.03% of portfolio
308,622
Q4 2024 Added 4.69%
$2.7B
$30.2 Million 0.03% of portfolio
104,442
Q4 2024 Added 16.33%
$39B
$33.2 Million 0.03% of portfolio
477,880
Q4 2024 Reduced 2.61%
$0
$34.5 Million 0.03% of portfolio
123,226
Q4 2024 Added 34.1%
$166B
$35.3 Million 0.03% of portfolio
467,137
Q4 2024 Added 41.69%
$0
$28.1 Million 0.03% of portfolio
694,805
Q4 2024 Added 0.43%
$77.4B
$32.6 Million 0.03% of portfolio
100,701
Q4 2024 Reduced 30.49%
$263B
$31.4 Million 0.03% of portfolio
45,299
Q4 2024 Added 68.61%
$157B
$26.8 Million 0.03% of portfolio
222,167
Q4 2024 Added 5.09%
$41.2B
$27.8 Million 0.03% of portfolio
156,548
Q4 2024 Reduced 5.56%
$1.93B
$31.4 Million 0.03% of portfolio
3,105,454
Q3 2024 Added 1.95%
$0
$32.3 Million 0.03% of portfolio
275,150
Q4 2024 Added 106.73%
$0
$31 Million 0.03% of portfolio
807,195
Q4 2024 Added 7.25%
$0
$29.8 Million 0.03% of portfolio
1,225,863
Q4 2024 Added 74.03%
$115B
$31.6 Million 0.03% of portfolio
297,483
Q4 2024 Reduced 24.19%
$0
$26.5 Million 0.03% of portfolio
1,040,413
Q4 2024 New
$0
$27.9 Million 0.03% of portfolio
1,081,574
Q4 2024 Reduced 0.36%
$51.1B
$31.6 Million 0.03% of portfolio
173,591
Q4 2024 Added 74.99%
$0
$24.4 Million 0.02% of portfolio
584,177
Q4 2024 Added 5.59%
$332B
$24.4 Million 0.02% of portfolio
110,340
Q4 2024 Added 5.11%
$0
$22.8 Million 0.02% of portfolio
535,324
Q4 2024 Reduced 1.89%
$0
$16.5 Million 0.02% of portfolio
659,623
Q4 2024 Added 7.14%
$75.5B
$25.3 Million 0.02% of portfolio
296,493
Q4 2024 Added 5.8%
$0
$17.4 Million 0.02% of portfolio
191,076
Q4 2024 Added 12.72%
$0
$17.6 Million 0.02% of portfolio
162,265
Q4 2024 Added 17.68%
$64.8B
$24.6 Million 0.02% of portfolio
198,099
Q4 2024 Added 7.25%

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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