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
$102B
$27.1 Million 0.03% of portfolio
531,504
Q3 2024 Added 4.74%
$98.3B
$27.2 Million 0.03% of portfolio
1,160,109
Q3 2024 Reduced 7.98%
$78.4B
$28.6 Million 0.03% of portfolio
626,474
Q3 2024 Reduced 4.29%
$97.8B
$33.5 Million 0.03% of portfolio
245,539
Q3 2024 Added 3.51%
$162B
$34.4 Million 0.03% of portfolio
1,564,777
Q3 2024 Added 2.88%
$147B
$27.1 Million 0.03% of portfolio
74,999
Q3 2024 Reduced 6.1%
$0
$27.6 Million 0.03% of portfolio
332,326
Q3 2024 Reduced 0.54%
$148B
$33.1 Million 0.03% of portfolio
511,376
Q3 2024 Added 18.32%
$140B
$31.5 Million 0.03% of portfolio
75,462
Q3 2024 Added 2.1%
$115B
$26.9 Million 0.03% of portfolio
116,826
Q3 2024 Added 4.72%
$60.2B
$34.1 Million 0.03% of portfolio
218,600
Q3 2024 Added 10.27%
$176B
$35.1 Million 0.03% of portfolio
126,340
Q3 2024 Added 3.06%
$89.3B
$31.3 Million 0.03% of portfolio
63,328
Q3 2024 Added 1.31%
$89.4B
$25.3 Million 0.03% of portfolio
343,226
Q3 2024 Added 4.84%
$179B
$33.3 Million 0.03% of portfolio
53,552
Q3 2024 Added 5.59%
$92.4B
$27.7 Million 0.03% of portfolio
133,368
Q3 2024 Reduced 0.51%
$135B
$26.2 Million 0.03% of portfolio
248,439
Q3 2024 Added 1.73%
$0
$28.8 Million 0.03% of portfolio
256,939
Q3 2024 Added 3.13%
$0
$33.2 Million 0.03% of portfolio
263,429
Q3 2024 Reduced 1.0%
$29.8B
$25.4 Million 0.03% of portfolio
148,534
Q3 2024 Added 7.65%
$245B
$35.1 Million 0.03% of portfolio
294,799
Q3 2024 Added 4.69%
$43.5B
$32 Million 0.03% of portfolio
490,690
Q3 2024 Reduced 0.3%
$192B
$33.8 Million 0.03% of portfolio
68,881
Q3 2024 Added 9.27%
$0
$27.5 Million 0.03% of portfolio
691,827
Q3 2024 Reduced 3.17%
$1.68B
$25.6 Million 0.03% of portfolio
444,354
Q3 2024 Added 82.89%
$174B
$26.4 Million 0.03% of portfolio
211,411
Q3 2024 Added 6.39%
$55.2B
$26.8 Million 0.03% of portfolio
165,756
Q3 2024 Added 0.69%
$0
$31.5 Million 0.03% of portfolio
752,631
Q3 2024 Added 2.5%
$0
$26.9 Million 0.03% of portfolio
266,952
Q3 2024 Added 0.81%
$0
$25.7 Million 0.03% of portfolio
548,073
Q3 2024 Reduced 6.11%
$134B
$31.4 Million 0.03% of portfolio
392,415
Q3 2024 Added 4.35%
$78.5B
$25.6 Million 0.03% of portfolio
156,925
Q3 2024 Added 0.54%
$65.6B
$28.8 Million 0.03% of portfolio
219,183
Q3 2024 Added 0.07%
$0
$31.2 Million 0.03% of portfolio
1,085,444
Q3 2024 Reduced 2.26%
$117B
$33.9 Million 0.03% of portfolio
99,203
Q3 2024 Added 0.18%
$0
$31.6 Million 0.03% of portfolio
440,284
Q3 2024 Added 1.74%
$74.6B
$22.5 Million 0.02% of portfolio
42,571
Q3 2024 Added 7.63%
$103B
$20.7 Million 0.02% of portfolio
59,655
Q3 2024 Added 7.18%
$78.3B
$24.6 Million 0.02% of portfolio
21,352
Q3 2024 Added 4.4%
$129B
$17.1 Million 0.02% of portfolio
204,208
Q3 2024 Added 7.74%
$74.4B
$21.2 Million 0.02% of portfolio
71,202
Q3 2024 Added 3.09%
$283B
$21.9 Million 0.02% of portfolio
95,434
Q3 2024 Added 17.4%
$61.8B
$19.8 Million 0.02% of portfolio
84,571
Q3 2024 Added 3.52%
$40.2B
$16.4 Million 0.02% of portfolio
109,174
Q3 2024 Added 0.76%
$18.9B
$19.3 Million 0.02% of portfolio
66,617
Q3 2024 Added 1.0%
$64.8B
$16.8 Million 0.02% of portfolio
59,653
Q3 2024 Added 4.44%
$0
$21.7 Million 0.02% of portfolio
213,495
Q3 2024 Reduced 0.31%
$42.4B
$15.6 Million 0.02% of portfolio
149,781
Q3 2024 Reduced 3.6%
$0
$15.6 Million 0.02% of portfolio
169,515
Q3 2024 Added 0.75%

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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