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
$10.2 Million 0.01% of portfolio
38,509
Q3 2024 Reduced 1.27%
$60.4B
$8 Million 0.01% of portfolio
21,985
Q3 2024 Added 13.12%
$62.8B
$6.76 Million 0.01% of portfolio
38,119
Q3 2024 Added 12.75%
$80.2B
$12.1 Million 0.01% of portfolio
34,904
Q3 2024 Reduced 2.56%
$39.8B
$13.9 Million 0.01% of portfolio
188,678
Q3 2024 Reduced 14.9%
$9.38B
$5.48 Million 0.01% of portfolio
86,175
Q3 2024 Added 86.59%
$32.5B
$6.92 Million 0.01% of portfolio
129,379
Q3 2024 Added 23.4%
$47B
$12.8 Million 0.01% of portfolio
247,430
Q3 2024 Added 92.97%
$24B
$6.48 Million 0.01% of portfolio
74,117
Q3 2024 Reduced 3.5%
$29.8B
$5.14 Million 0.01% of portfolio
86,017
Q3 2024 Reduced 5.04%
$84.6B
$5.26 Million 0.01% of portfolio
143,916
Q3 2024 Added 32.94%
$59.4B
$13.5 Million 0.01% of portfolio
79,678
Q3 2024 Added 4.86%
$150B
$6.18 Million 0.01% of portfolio
607,686
Q3 2024 Added 8.87%
$46B
$8.54 Million 0.01% of portfolio
95,695
Q3 2024 Added 5.18%
$12.5B
$5.15 Million 0.01% of portfolio
45,979
Q3 2024 Reduced 1.47%
$75.9B
$14.2 Million 0.01% of portfolio
46,948
Q3 2024 Added 4.23%
$0
$9.38 Million 0.01% of portfolio
38,229
Q3 2024 Added 2.58%
$52.4B
$14.9 Million 0.01% of portfolio
110,962
Q3 2024 Reduced 0.06%
$11.6B
$5.94 Million 0.01% of portfolio
6,717
Q3 2024 Added 5.81%
$54B
$11.4 Million 0.01% of portfolio
84,573
Q3 2024 Added 3.8%
$26B
$14 Million 0.01% of portfolio
24,051
Q3 2024 Added 2.94%
$32.2B
$9.31 Million 0.01% of portfolio
32,004
Q3 2024 Added 2.7%
$34.3B
$6.96 Million 0.01% of portfolio
25,927
Q3 2024 Added 3.21%
$85.4B
$14 Million 0.01% of portfolio
75,927
Q3 2024 Added 8.67%
$58.2B
$8.4 Million 0.01% of portfolio
44,031
Q3 2024 Added 17.98%
$84.7B
$11.3 Million 0.01% of portfolio
51,255
Q3 2024 Added 9.28%
$85.1B
$13.1 Million 0.01% of portfolio
48,389
Q3 2024 Added 9.1%
$107B
$12.6 Million 0.01% of portfolio
100,154
Q3 2024 Added 18.32%
$60.4B
$7.93 Million 0.01% of portfolio
2,519
Q3 2024 Added 4.0%
$0
$12.6 Million 0.01% of portfolio
113,781
Q3 2024 Reduced 13.13%
$28.9B
$9.34 Million 0.01% of portfolio
505,355
Q3 2024 Reduced 0.98%
$17.5B
$12.2 Million 0.01% of portfolio
144,050
Q3 2024 Added 148.9%
$34.9B
$10.3 Million 0.01% of portfolio
98,928
Q3 2024 Added 7.93%
$2.37B
$8.3 Million 0.01% of portfolio
104,512
Q3 2024 Added 19.41%
$29.5B
$8.73 Million 0.01% of portfolio
890
Q3 2024 Reduced 0.22%
$134B
$9.16 Million 0.01% of portfolio
147,498
Q3 2024 Reduced 3.56%
$62.4B
$11.2 Million 0.01% of portfolio
224,277
Q3 2024 Added 10.65%
$61B
$5.12 Million 0.01% of portfolio
173,349
Q3 2024 Added 3.87%
$46.5B
$9.9 Million 0.01% of portfolio
41,588
Q3 2024 Added 1.25%
$59.4B
$10.6 Million 0.01% of portfolio
13,046
Q3 2024 Added 7.93%
$58.9B
$8.61 Million 0.01% of portfolio
4,429
Q3 2024 Added 11.17%
$0
$5.56 Million 0.01% of portfolio
115,079
Q3 2024 Added 1.84%
$32.6B
$11.7 Million 0.01% of portfolio
98,961
Q3 2024 Added 16.78%
$31.2B
$8.19 Million 0.01% of portfolio
149,934
Q3 2024 Reduced 3.09%
$145B
$14.7 Million 0.01% of portfolio
195,163
Q3 2024 Added 33.97%
$44.7B
$8.19 Million 0.01% of portfolio
139,342
Q3 2024 Added 1.3%
$0
$8.27 Million 0.01% of portfolio
139,002
Q3 2024 Added 44.57%
$0
$14.8 Million 0.01% of portfolio
137,886
Q3 2024 Added 1.41%
$0
$10.5 Million 0.01% of portfolio
74,993
Q3 2024 Reduced 1.22%

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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