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
$38.1B
$3.91 Million 0.0% of portfolio
111,283
Q3 2024 Reduced 46.9%
$0
$334,000 0.0% of portfolio
6,198
Q3 2024 Added 20.56%
$2.35B
$252,000 0.0% of portfolio
6,339
Q3 2024 New
$2.11B
$482,000 0.0% of portfolio
10,194
Q3 2024 Added 36.48%
$5.55B
$438,000 0.0% of portfolio
6,914
Q3 2024 Added 36.02%
$8.03B
$742,000 0.0% of portfolio
9,144
Q3 2024 Added 2.14%
$0
$278,000 0.0% of portfolio
3,325
Q3 2024 Added 12.26%
$9.14B
$563,000 0.0% of portfolio
3,564
Q3 2024 Reduced 1.38%
$12.9B
$1.22 Million 0.0% of portfolio
19,139
Q3 2024 Added 3.0%
$11B
$1.84 Million 0.0% of portfolio
11,710
Q3 2024 Added 149.1%
$9.01B
$305,000 0.0% of portfolio
1,574
Q3 2024 Added 4.72%
$4.33B
$529,000 0.0% of portfolio
2,542
Q3 2024 Added 2.46%
$3.81B
$707,000 0.0% of portfolio
5,305
Q3 2024 Added 84.84%
$6.23B
$2.71 Million 0.0% of portfolio
7,387
Q3 2024 Added 38.18%
$2.06B
$258,000 0.0% of portfolio
8,016
Q3 2024 New
$14.4B
$1.38 Million 0.0% of portfolio
27,399
Q3 2024 Added 39.66%
$60M
$126,000 0.0% of portfolio
107,000
Q2 2024 New
$1.4B
$197,000 0.0% of portfolio
21,335
Q3 2024 Reduced 3.66%
$0
$212,000 0.0% of portfolio
3,532
Q3 2024 New
$27.1B
$4.03 Million 0.0% of portfolio
197,019
Q3 2024 Added 3.19%
$2.3B
$825,000 0.0% of portfolio
28,159
Q3 2024 Added 13.34%
$32.7B
$3.78 Million 0.0% of portfolio
43,618
Q3 2024 Added 20.24%
$791M
$438,000 0.0% of portfolio
57,238
Q3 2024 Added 80.03%
Intuitive Machines Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$129M
$13,000 0.0% of portfolio
70,800
Q3 2024 Reduced 0.35%
$0
$340,000 0.0% of portfolio
6,568
Q3 2024 Reduced 33.2%
$44.6B
$4.93 Million 0.0% of portfolio
73,399
Q3 2024 Added 10.53%
$3.99B
$975,000 0.0% of portfolio
10,854
Q3 2024 Added 29.75%
$105M
$187,000 0.0% of portfolio
49,800
Q3 2024 Reduced 0.2%
$0
$0 0.0% of portfolio
23,233
Q3 2024 Added 0.32%
$0
$1.41 Million 0.0% of portfolio
29,900
Q3 2024 Reduced 4.02%
$0
$2.59 Million 0.0% of portfolio
56,703
Q3 2024 Reduced 2.78%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q3 2024 Added 32.32%

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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