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
$4.46B
$3.62 Million 0.0% of portfolio
14,660
Q4 2024 Added 1,379.31%
$2.07B
$555,000 0.0% of portfolio
32,889
Q4 2024 Reduced 25.64%
$1.57B
$1.16 Million 0.0% of portfolio
3,196
Q4 2024 Reduced 4.91%
$9.9B
$2.64 Million 0.0% of portfolio
8,479
Q4 2024 Added 1.47%
$1.31B
$882,000 0.0% of portfolio
97,035
Q4 2024 Added 51.32%
$14B
$1.21 Million 0.0% of portfolio
7,634
Q4 2024 Added 30.88%
$37B
$3.44 Million 0.0% of portfolio
112,010
Q4 2024 Added 0.65%
$7.09B
$222,000 0.0% of portfolio
2,025
Q4 2024 New
$1.62B
$378,000 0.0% of portfolio
9,409
Q4 2024 Added 48.43%
$1.17B
$349,000 0.0% of portfolio
8,844
Q4 2024 Reduced 13.24%
$4.27B
$652,000 0.0% of portfolio
7,767
Q4 2024 Added 12.34%
$1.26B
$47,000 0.0% of portfolio
18,716
Q4 2024 New
$1.26B
$2.47 Million 0.0% of portfolio
267,024
Q4 2024 Reduced 8.0%
$8.11B
$912,000 0.0% of portfolio
9,234
Q4 2024 Added 0.98%
$7.85B
$807,000 0.0% of portfolio
4,649
Q4 2024 Added 30.44%
$12.1B
$1.45 Million 0.0% of portfolio
19,611
Q4 2024 Added 2.47%
$10.1B
$469,000 0.0% of portfolio
1,977
Q4 2024 Added 25.6%
$3.86B
$648,000 0.0% of portfolio
2,873
Q4 2024 Added 13.02%
$3.29B
$1.23 Million 0.0% of portfolio
7,797
Q4 2024 Added 46.97%
$4.48B
$2.92 Million 0.0% of portfolio
8,268
Q4 2024 Added 11.93%
$2.15B
$304,000 0.0% of portfolio
14,401
Q4 2024 Added 79.65%
$63.6B
$4.19 Million 0.0% of portfolio
57,540
Q4 2024 Added 15.05%
$3.91B
$1.49 Million 0.0% of portfolio
25,422
Q4 2024 Added 3.61%
$634M
$260,000 0.0% of portfolio
9,479
Q4 2024 Added 13.39%
$17.7B
$2.25 Million 0.0% of portfolio
6,088
Q4 2024 Added 1.1%
$0
$195,000 0.0% of portfolio
91,350
Q4 2024 Added 0.61%
$19.5B
$4.63 Million 0.0% of portfolio
100,513
Q4 2024 Added 1.04%
$25.9B
$155,000 0.0% of portfolio
19,318
Q4 2024 Added 31.34%
$19.6B
$3.3 Million 0.0% of portfolio
29,828
Q4 2024 Added 11.15%
$396M
$144,000 0.0% of portfolio
43,792
Q4 2024 Added 18.33%
$2.66B
$830,000 0.0% of portfolio
25,936
Q4 2024 Added 9.64%
$1.16B
$974,000 0.0% of portfolio
40,018
Q4 2024 Added 76.14%
$10.8B
$2.66 Million 0.0% of portfolio
19,484
Q4 2024 Added 49.89%
$0
$249,000 0.0% of portfolio
29,469
Q4 2024 Added 68.8%
$16.2B
$2.02 Million 0.0% of portfolio
54,971
Q4 2024 Added 14.85%
$3.78B
$770,000 0.0% of portfolio
29,961
Q4 2024 Added 62.15%
$3.44B
$314,000 0.0% of portfolio
9,224
Q4 2024 Reduced 4.29%
$16.7B
$1.1 Million 0.0% of portfolio
50,040
Q4 2024 Added 16.87%
$1.56B
$406,000 0.0% of portfolio
14,878
Q4 2024 Added 10.16%
$12.7B
$4.67 Million 0.0% of portfolio
168,382
Q4 2024 Added 2.01%
$36.9B
$4.7 Million 0.0% of portfolio
75,824
Q4 2024 Added 15.21%
$7.84B
$1.21 Million 0.0% of portfolio
10,830
Q4 2024 Added 39.13%
$1.91B
$663,000 0.0% of portfolio
12,986
Q4 2024 Added 20.07%
$16.6B
$4.2 Million 0.0% of portfolio
133,758
Q4 2024 Added 10.86%
$4.04B
$1.2 Million 0.0% of portfolio
65,638
Q4 2024 Added 23.29%
$16.7B
$5.02 Million 0.0% of portfolio
42,987
Q4 2024 Reduced 22.64%
$14.7B
$1.83 Million 0.0% of portfolio
106,971
Q4 2024 Reduced 24.8%
$1.43B
$264,000 0.0% of portfolio
7,648
Q4 2024 Reduced 1.29%
$29.2B
$2.04 Million 0.0% of portfolio
459,800
Q4 2024 Added 14.02%

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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