Creative Planning Portfolio Holdings

Creative Planning

  • $103 Billion
  • Q4 2024

Creative Planning has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $103 Billion distributed in 5816 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 $12.7B, Vanguard Bd Index Fd Inc Total with a value of $7.23B, Vanguard Ftse Developed Market with a value of $6.85B, Spdr Portfolio with a value of $4.21B, and Ishares Inc with a value of $3.79B.

Examining the 13F form we can see an increase of $1.96B in the current position value, from $101B to 103B.

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 $103 Billion
ETFs: $82.2 Billion
Technology: $7.29 Billion
Financial Services: $3.39 Billion
Consumer Cyclical: $2.15 Billion
Healthcare: $1.68 Billion
Communication Services: $1.58 Billion
Industrials: $1.47 Billion
Consumer Defensive: $1.21 Billion
Other: $1.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.2B
$22.1 Million 0.02% of portfolio
63,422
Q4 2024 Added 3.98%
$242B
$17.9 Million 0.02% of portfolio
92,092
Q4 2024 Added 19.25%
$74.3B
$24.4 Million 0.02% of portfolio
776,785
Q4 2024 Reduced 0.35%
$20.9B
$16.9 Million 0.02% of portfolio
92,747
Q4 2024 Added 4.97%
$0
$17 Million 0.02% of portfolio
67,073
Q4 2024 Reduced 7.0%
$259B
$19.2 Million 0.02% of portfolio
305,727
Q4 2024 Reduced 0.25%
$96.3B
$19.5 Million 0.02% of portfolio
130,621
Q4 2024 Added 24.86%
$78.1B
$18.8 Million 0.02% of portfolio
29,557
Q4 2024 Added 5.55%
$46.8B
$22.8 Million 0.02% of portfolio
147,901
Q4 2024 Added 2.72%
$0
$16.9 Million 0.02% of portfolio
415,367
Q4 2024 Added 7.35%
$0
$15.8 Million 0.02% of portfolio
342,733
Q4 2024 Added 5.98%
$0
$21.2 Million 0.02% of portfolio
724,573
Q4 2024 Reduced 1.61%
$7.57B
$15.6 Million 0.02% of portfolio
100,678
Q4 2024 Added 3,115.52%
$1.39B
$24.4 Million 0.02% of portfolio
405,361
Q4 2024 Reduced 8.78%
$67.1B
$21.7 Million 0.02% of portfolio
96,570
Q4 2024 Added 3.9%
$0
$15.8 Million 0.02% of portfolio
511,923
Q4 2024 Added 5.09%
$57.4B
$19 Million 0.02% of portfolio
970,295
Q4 2024 Added 21.88%
$0
$16.9 Million 0.02% of portfolio
326,198
Q4 2024 Added 3.28%
$0
$25.1 Million 0.02% of portfolio
335,846
Q4 2024 Added 630.35%
$0
$20.3 Million 0.02% of portfolio
183,832
Q4 2024 Reduced 0.44%
$0
$20.2 Million 0.02% of portfolio
943,607
Q4 2024 Reduced 1.15%
$0
$17.1 Million 0.02% of portfolio
685,737
Q4 2024 Added 13.66%
$0
$25.6 Million 0.02% of portfolio
254,646
Q4 2024 Reduced 4.61%
$75.9B
$22.8 Million 0.02% of portfolio
241,399
Q4 2024 Added 131.5%
$0
$19.6 Million 0.02% of portfolio
753,220
Q4 2024 Added 195.66%
$0
$18.8 Million 0.02% of portfolio
728,978
Q4 2024 Added 87.67%
$0
$20.8 Million 0.02% of portfolio
526,457
Q4 2024 Reduced 3.94%
$0
$18.6 Million 0.02% of portfolio
184,591
Q4 2024 Reduced 12.23%
$0
$22.1 Million 0.02% of portfolio
197,205
Q4 2024 Reduced 6.13%
$0
$20.5 Million 0.02% of portfolio
195,674
Q4 2024 Added 114.66%
$72.6B
$22.4 Million 0.02% of portfolio
160,349
Q4 2024 Added 2.18%
$0
$18.5 Million 0.02% of portfolio
208,363
Q4 2024 Reduced 0.57%
$59.4B
$25.4 Million 0.02% of portfolio
223,322
Q4 2024 Added 1.89%
$0
$21.8 Million 0.02% of portfolio
277,849
Q4 2024 Added 6.35%
$0
$20.1 Million 0.02% of portfolio
233,708
Q4 2024 Added 53.75%
$0
$18 Million 0.02% of portfolio
372,633
Q4 2024 Reduced 6.46%
$0
$6.88 Million 0.01% of portfolio
33,268
Q4 2024 Added 2.61%
$0
$8.96 Million 0.01% of portfolio
110,694
Q4 2024 Reduced 2.11%
$0
$12.6 Million 0.01% of portfolio
257,768
Q4 2024 Added 4.43%
$15.9B
$5.77 Million 0.01% of portfolio
45,408
Q4 2024 Added 19.56%
$0
$5.24 Million 0.01% of portfolio
153,410
Q4 2024 Reduced 8.48%
$0
$8.35 Million 0.01% of portfolio
281,087
Q4 2024 Added 102.08%
$0
$12.9 Million 0.01% of portfolio
388,434
Q4 2024 Added 0.05%
$0
$11.9 Million 0.01% of portfolio
66,780
Q4 2024 Added 1.36%
$32.5B
$6.45 Million 0.01% of portfolio
30,667
Q4 2024 Reduced 2.55%
$0
$8.45 Million 0.01% of portfolio
84,865
Q4 2024 Added 6.18%
$0
$5.98 Million 0.01% of portfolio
32,357
Q4 2024 Added 41.27%
$61.5B
$9.23 Million 0.01% of portfolio
37,338
Q4 2024 Added 12.61%
$0
$10.8 Million 0.01% of portfolio
214,064
Q4 2024 Added 44.9%

Summary

  • Portfolio
  • No. of Stocks 5,816
  • Current Value $103 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 517 stocks
  • Additional Purchases 1,989 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 961 stocks
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email