Creative Planning has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $93.6 Billion distributed in 22626 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 $11.6B, Vanguard Ftse Developed Market with a value of $6.91B, Vanguard Bd Index Fd Inc Total with a value of $6.08B, Ishares Inc with a value of $3.76B, and Spdr Portfolio with a value of $3.58B.

Examining the 13F form we can see an increase of $3.45B in the current position value, from $90.1B to 93.6B.

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 $93.6 Billion
ETFs: $76.3 Billion
Technology: $5.94 Billion
Financial Services: $2.8 Billion
Consumer Cyclical: $1.67 Billion
Healthcare: $1.64 Billion
Communication Services: $1.32 Billion
Industrials: $1.24 Billion
Consumer Defensive: $1.1 Billion
Other: $1.53 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22,626
  • Current Value $93.6 Billion
  • Prior Value $90.1 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 290 stocks
  • Additional Purchases 1,803 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 797 stocks
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