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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$2.58 Billion 2.51% of portfolio
10,295,510
Q4 2024 Added 7.07%
$688B
$1.22 Billion 1.19% of portfolio
2,701,189
Q4 2024 Reduced 0.29%
$295B
$1.18 Billion 1.15% of portfolio
8,817,922
Q4 2024 Added 16.03%
$2.88T
$1.12 Billion 1.09% of portfolio
2,655,768
Q4 2024 Added 3.74%
$1.99T
$720 Million 0.7% of portfolio
3,280,141
Q4 2024 Added 5.82%
$1.32T
$430 Million 0.42% of portfolio
728,996
Q4 2024 Added 1.69%
$972B
$374 Million 0.36% of portfolio
1,973,686
Q4 2024 Added 1.38%
$746B
$349 Million 0.34% of portfolio
863,404
Q4 2024 Reduced 3.69%
$1T
$294 Million 0.29% of portfolio
1,545,624
Q4 2024 Added 0.09%
$701B
$283 Million 0.28% of portfolio
1,179,960
Q4 2024 Added 3.59%
$397B
$232 Million 0.23% of portfolio
1,382,915
Q4 2024 Reduced 0.76%
$396B
$203 Million 0.2% of portfolio
221,852
Q4 2024 Reduced 1.03%
$483B
$192 Million 0.19% of portfolio
1,780,400
Q4 2024 Reduced 1.16%
$364B
$200 Million 0.19% of portfolio
513,220
Q4 2024 Reduced 0.02%
$77.2B
$196 Million 0.19% of portfolio
846,244
Q4 2024 Added 8.59%
$801B
$182 Million 0.18% of portfolio
235,537
Q4 2024 Added 3.07%
$233B
$171 Million 0.17% of portfolio
1,890,313
Q4 2024 Added 4.97%
$426B
$142 Million 0.14% of portfolio
984,930
Q4 2024 Reduced 0.35%
$375B
$135 Million 0.13% of portfolio
761,073
Q4 2024 Added 1.37%
$412B
$128 Million 0.12% of portfolio
769,356
Q4 2024 Reduced 0.72%
$301B
$116 Million 0.11% of portfolio
1,862,861
Q4 2024 Added 0.56%
$341B
$118 Million 0.11% of portfolio
2,683,925
Q4 2024 Added 0.65%
$512B
$115 Million 0.11% of portfolio
219,259
Q4 2024 Added 6.65%
$226B
$103 Million 0.1% of portfolio
355,997
Q4 2024 Added 8.07%
$478B
$105 Million 0.1% of portfolio
207,319
Q4 2024 Reduced 2.34%
$423B
$105 Million 0.1% of portfolio
117,600
Q4 2024 Added 6.38%
$222B
$92.8 Million 0.09% of portfolio
820,606
Q4 2024 Added 1.45%
$323B
$89.1 Million 0.09% of portfolio
614,995
Q4 2024 Added 12.67%
$920B
$92.8 Million 0.09% of portfolio
469,944
Q4 2024 Reduced 5.19%
$240B
$91.7 Million 0.09% of portfolio
921,723
Q4 2024 Added 9.41%
$190B
$88.5 Million 0.09% of portfolio
251,500
Q4 2024 Added 1.52%
$178B
$87.7 Million 0.09% of portfolio
241,658
Q4 2024 Added 6.03%
$203B
$84.4 Million 0.08% of portfolio
555,170
Q4 2024 Added 5.42%
$279B
$82.2 Million 0.08% of portfolio
245,765
Q4 2024 Added 5.14%
$181B
$72.7 Million 0.07% of portfolio
163,398
Q4 2024 Reduced 1.07%
$180B
$67.3 Million 0.07% of portfolio
604,417
Q4 2024 Reduced 7.82%
$249B
$71.7 Million 0.07% of portfolio
1,211,826
Q4 2024 Added 4.83%
$218B
$71.5 Million 0.07% of portfolio
325,453
Q4 2024 Added 8.22%
$177B
$66.3 Million 0.06% of portfolio
431,381
Q4 2024 Added 6.83%
$144B
$60.9 Million 0.06% of portfolio
267,063
Q4 2024 Added 3.4%
$275B
$61.6 Million 0.06% of portfolio
877,185
Q4 2024 Reduced 6.78%
$198B
$57 Million 0.06% of portfolio
492,317
Q4 2024 Added 0.34%
$140B
$60.1 Million 0.06% of portfolio
837,831
Q4 2024 Added 0.8%
$118B
$58.6 Million 0.06% of portfolio
176,507
Q4 2024 Reduced 2.52%
$11.6B
$62.8 Million 0.06% of portfolio
1,345,385
Q4 2024 Added 23.19%
$103B
$53.5 Million 0.05% of portfolio
302,289
Q4 2024 Added 16.8%
$169B
$51.8 Million 0.05% of portfolio
198,554
Q4 2024 Added 0.56%
$173B
$49 Million 0.05% of portfolio
405,949
Q4 2024 Reduced 7.03%
$142B
$55.7 Million 0.05% of portfolio
246,362
Q4 2024 Added 6.87%

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
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