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
$22.7 Million 0.02% of portfolio
114,952
Q3 2024 Reduced 0.49%
$76.3B
$20.2 Million 0.02% of portfolio
184,707
Q3 2024 Added 1.52%
$35.1B
$16.4 Million 0.02% of portfolio
257,849
Q3 2024 Reduced 0.63%
$50.6B
$22 Million 0.02% of portfolio
241,031
Q3 2024 Added 3.2%
$75B
$22.4 Million 0.02% of portfolio
81,696
Q3 2024 Added 15.69%
$81.8B
$20.3 Million 0.02% of portfolio
77,632
Q3 2024 Reduced 9.87%
$96.3B
$17.5 Million 0.02% of portfolio
45,997
Q3 2024 Added 11.57%
$37.3B
$15.4 Million 0.02% of portfolio
196,876
Q3 2024 Added 3.59%
$112B
$20.1 Million 0.02% of portfolio
223,740
Q3 2024 Reduced 9.44%
$61.3B
$15.4 Million 0.02% of portfolio
359,498
Q3 2024 Reduced 4.99%
$132B
$23.9 Million 0.02% of portfolio
381,362
Q3 2024 Added 0.63%
$0
$23.2 Million 0.02% of portfolio
352,669
Q3 2024 Reduced 3.19%
$0
$17.7 Million 0.02% of portfolio
116,754
Q3 2024 Reduced 0.11%
$0
$16.5 Million 0.02% of portfolio
188,018
Q3 2024 Added 1.4%
$0
$17.8 Million 0.02% of portfolio
393,441
Q3 2024 Added 3.36%
$0
$15.3 Million 0.02% of portfolio
99,592
Q3 2024 Added 3.02%
$23.1B
$15.1 Million 0.02% of portfolio
50,371
Q3 2024 Added 7.53%
$94.5B
$15.8 Million 0.02% of portfolio
30,334
Q3 2024 Reduced 2.64%
$146B
$19.2 Million 0.02% of portfolio
295,625
Q3 2024 Added 8.72%
$196B
$17.5 Million 0.02% of portfolio
224,751
Q3 2024 Added 8.02%
$8.47B
$15.2 Million 0.02% of portfolio
255,105
Q3 2024 Reduced 1.87%
$78.3B
$22.6 Million 0.02% of portfolio
218,018
Q3 2024 Added 2.05%
$74.6B
$15.8 Million 0.02% of portfolio
250,891
Q3 2024 Added 23.5%
$107B
$16.8 Million 0.02% of portfolio
161,774
Q3 2024 Added 8.13%
$223B
$22.9 Million 0.02% of portfolio
220,114
Q3 2024 Added 4.21%
$111B
$18.4 Million 0.02% of portfolio
219,045
Q3 2024 Added 16.15%
$95.3B
$24.4 Million 0.02% of portfolio
62,756
Q3 2024 Added 5.81%
$199B
$18.2 Million 0.02% of portfolio
4,312
Q3 2024 Reduced 1.91%
$150B
$17.9 Million 0.02% of portfolio
70,443
Q3 2024 Added 14.86%
$38.3B
$18.7 Million 0.02% of portfolio
286,755
Q3 2024 Added 1.46%
$79.5B
$18.6 Million 0.02% of portfolio
148,405
Q3 2024 Added 4.69%
$42.4B
$19.8 Million 0.02% of portfolio
1,874,002
Q3 2024 Reduced 3.45%
$93.5B
$17.6 Million 0.02% of portfolio
75,640
Q3 2024 Added 7.08%
$90.9B
$24.2 Million 0.02% of portfolio
97,322
Q3 2024 Added 4.11%
$110B
$22 Million 0.02% of portfolio
98,579
Q3 2024 Added 6.32%
$70.7B
$20.9 Million 0.02% of portfolio
153,238
Q3 2024 Added 0.97%
$59.9B
$21 Million 0.02% of portfolio
84,364
Q3 2024 Added 0.62%
$63.7B
$21.1 Million 0.02% of portfolio
165,077
Q3 2024 Added 2.28%
$72.7B
$21.9 Million 0.02% of portfolio
634,696
Q3 2024 Added 2.19%
$0
$23.9 Million 0.02% of portfolio
1,006,370
Q3 2024 Added 2.71%
$0
$19.6 Million 0.02% of portfolio
945,370
Q3 2024 Added 1.4%
$0
$19.4 Million 0.02% of portfolio
412,110
Q3 2024 Added 9.79%
$50.9B
$19.7 Million 0.02% of portfolio
60,996
Q3 2024 Added 0.33%
$24.1B
$19.6 Million 0.02% of portfolio
143,869
Q3 2024 Added 45.55%
$69.2B
$22.7 Million 0.02% of portfolio
779,505
Q3 2024 Reduced 5.32%
$4.43B
$15.1 Million 0.02% of portfolio
89,784
Q3 2024 Added 1,252.17%
$8.54B
$18 Million 0.02% of portfolio
249,350
Q3 2024 Reduced 0.34%
$22.2B
$18.2 Million 0.02% of portfolio
88,354
Q3 2024 Added 356.59%
$0
$16.6 Million 0.02% of portfolio
212,009
Q3 2024 Reduced 1.8%

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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