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
$20.4 Million 0.02% of portfolio
72,121
Q3 2024 Added 8.01%
$154B
$22 Million 0.02% of portfolio
23,217
Q3 2024 Added 6.19%
$231B
$20.2 Million 0.02% of portfolio
306,491
Q3 2024 Added 4.75%
$0
$24.6 Million 0.02% of portfolio
91,889
Q3 2024 Reduced 4.58%
$88.4B
$16.8 Million 0.02% of portfolio
104,616
Q3 2024 Added 92.8%
$90B
$17.7 Million 0.02% of portfolio
28,003
Q3 2024 Added 9.86%
$55.2B
$16.5 Million 0.02% of portfolio
143,985
Q3 2024 Reduced 9.8%
$0
$16.4 Million 0.02% of portfolio
386,939
Q3 2024 Added 5.13%
$0
$15.2 Million 0.02% of portfolio
323,385
Q3 2024 Added 2.66%
$0
$23.4 Million 0.02% of portfolio
736,419
Q3 2024 Reduced 0.5%
$63.1B
$15.7 Million 0.02% of portfolio
109,972
Q3 2024 Added 58.27%
$99.4B
$18.9 Million 0.02% of portfolio
144,883
Q3 2024 Added 58.77%
$283B
$22.4 Million 0.02% of portfolio
26,866
Q3 2024 Added 2.55%
$17.4B
$16 Million 0.02% of portfolio
55,756
Q3 2024 Reduced 1.04%
$83.9B
$24.2 Million 0.02% of portfolio
92,949
Q3 2024 Added 38.3%
$0
$18.2 Million 0.02% of portfolio
626,786
Q3 2024 Reduced 0.04%
$8.25B
$16.5 Million 0.02% of portfolio
78,721
Q3 2024 Added 1.81%
$0
$22.7 Million 0.02% of portfolio
93,119
Q3 2024 Added 3.71%
$0
$20.1 Million 0.02% of portfolio
181,967
Q3 2024 Reduced 33.36%
$0
$16.6 Million 0.02% of portfolio
315,828
Q3 2024 Reduced 4.11%
$0
$20.1 Million 0.02% of portfolio
184,636
Q3 2024 Reduced 0.56%
$0
$16.7 Million 0.02% of portfolio
173,801
Q3 2024 Reduced 10.14%
$0
$22.3 Million 0.02% of portfolio
954,538
Q3 2024 Added 3.53%
$0
$15.8 Million 0.02% of portfolio
603,298
Q3 2024 Reduced 3.84%
$0
$15.9 Million 0.02% of portfolio
133,096
Q3 2024 Reduced 6.55%
$0
$20.5 Million 0.02% of portfolio
254,757
Q3 2024 Reduced 5.81%
$0
$20.8 Million 0.02% of portfolio
388,446
Q3 2024 Reduced 7.45%
$0
$21.3 Million 0.02% of portfolio
210,307
Q3 2024 Reduced 7.38%
$94B
$19.3 Million 0.02% of portfolio
47,589
Q3 2024 Added 37.64%
$0
$24.7 Million 0.02% of portfolio
210,085
Q3 2024 Added 0.52%
$0
$19.1 Million 0.02% of portfolio
209,550
Q3 2024 Reduced 0.28%
$0
$21 Million 0.02% of portfolio
261,264
Q3 2024 Reduced 1.31%
$0
$19.6 Million 0.02% of portfolio
398,384
Q3 2024 Reduced 5.69%
$82.8B
$17.7 Million 0.02% of portfolio
90,401
Q3 2024 Added 8.61%
$0
$23.1 Million 0.02% of portfolio
553,226
Q3 2024 Added 2.24%
$0
$23.7 Million 0.02% of portfolio
545,663
Q3 2024 Added 7.54%
$0
$15.5 Million 0.02% of portfolio
615,690
Q3 2024 Added 6.68%
$100B
$21.9 Million 0.02% of portfolio
280,227
Q3 2024 Reduced 8.75%
$35.9B
$12.3 Million 0.01% of portfolio
24,436
Q3 2024 Added 2.58%
$61.7B
$9.11 Million 0.01% of portfolio
412,376
Q3 2024 Added 5.22%
$53.5B
$9.64 Million 0.01% of portfolio
261,240
Q3 2024 Added 4.48%
$8.56B
$5.05 Million 0.01% of portfolio
123,187
Q3 2024 Added 5.93%
$23.9B
$8.59 Million 0.01% of portfolio
66,907
Q3 2024 Added 6.18%
$31.7B
$11 Million 0.01% of portfolio
37,326
Q3 2024 Added 6.86%
$24.6B
$5.17 Million 0.01% of portfolio
132,206
Q3 2024 Added 33.6%
$28.7B
$5.04 Million 0.01% of portfolio
173,555
Q3 2024 Added 11.86%
$54.3B
$9.01 Million 0.01% of portfolio
59,913
Q3 2024 Added 2.47%
$70.8B
$10.3 Million 0.01% of portfolio
40,209
Q3 2024 Added 4.46%
$14.2B
$14.6 Million 0.01% of portfolio
148,142
Q3 2024 Added 2.45%

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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