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
$2.64B
$425,000 0.0% of portfolio
42,763
Q4 2024 Added 25.91%
$20.2B
$2.54 Million 0.0% of portfolio
101,775
Q4 2024 Added 53.94%
$0
$272,000 0.0% of portfolio
7,630
Q4 2024 Reduced 2.93%
$554M
$206,000 0.0% of portfolio
9,513
Q4 2024 Added 0.46%
$367M
$174,000 0.0% of portfolio
28,378
Q4 2024 Reduced 21.82%
$22.2B
$4.36 Million 0.0% of portfolio
54,641
Q4 2024 Added 7.22%
$11.7B
$941,000 0.0% of portfolio
25,134
Q4 2024 Added 20.09%
$26B
$2.48 Million 0.0% of portfolio
292,244
Q4 2024 Reduced 6.36%
$12.1B
$1.25 Million 0.0% of portfolio
21,860
Q4 2024 Added 15.72%
$1.77B
$280,000 0.0% of portfolio
9,249
Q4 2024 Reduced 37.29%
$2.16B
$835,000 0.0% of portfolio
53,016
Q4 2024 Added 12.93%
$8.84B
$2.07 Million 0.0% of portfolio
15,047
Q4 2024 Added 34.31%
$684M
$825,000 0.0% of portfolio
36,523
Q4 2024 Added 36.81%
$0
$1.34 Million 0.0% of portfolio
152,460
Q4 2024 Added 2.33%
$8.02B
$298,000 0.0% of portfolio
10,976
Q4 2024 Reduced 3.46%
$798M
$192,000 0.0% of portfolio
22,808
Q4 2024 Added 5.03%
$9.68B
$3.19 Million 0.0% of portfolio
341,757
Q4 2024 Reduced 8.62%
$3.54B
$2.7 Million 0.0% of portfolio
23,370
Q4 2024 Added 54.73%
$33.1B
$3.22 Million 0.0% of portfolio
17,005
Q4 2024 Added 16.35%
$17B
$2.08 Million 0.0% of portfolio
71,277
Q4 2024 Reduced 22.31%
$2.13B
$684,000 0.0% of portfolio
27,676
Q4 2024 Added 35.61%
$61B
$4.88 Million 0.0% of portfolio
367,212
Q4 2024 Added 17.9%
$3.26B
$684,000 0.0% of portfolio
9,274
Q4 2024 Reduced 11.44%
$125B
$3.29 Million 0.0% of portfolio
65,762
Q4 2024 Reduced 1.9%
$6.6B
$679,000 0.0% of portfolio
21,372
Q4 2024 Reduced 14.63%
$7.98B
$1.48 Million 0.0% of portfolio
11,032
Q4 2024 Added 38.14%
$988M
$201,000 0.0% of portfolio
14,334
Q4 2024 Reduced 6.15%
$22.8B
$1.74 Million 0.0% of portfolio
68,290
Q4 2024 Added 17.24%
$4.97B
$640,000 0.0% of portfolio
2,717
Q4 2024 Reduced 23.83%
$48.8B
$2.82 Million 0.0% of portfolio
165,211
Q4 2024 Added 15.44%
$32.7B
$2.32 Million 0.0% of portfolio
23,667
Q4 2024 Added 13.4%
$6.79B
$2.19 Million 0.0% of portfolio
13,216
Q4 2024 Added 4.57%
$7.23B
$528,000 0.0% of portfolio
19,165
Q4 2024 Added 2.44%
$15.6B
$2.11 Million 0.0% of portfolio
15,375
Q4 2024 Added 32.63%
$689M
$612,000 0.0% of portfolio
22,113
Q4 2024 New
$54.5B
$1.82 Million 0.0% of portfolio
66,568
Q4 2024 Added 16.93%
$1.49B
$59,000 0.0% of portfolio
2,631
Q4 2024 Reduced 80.09%
$393M
$269,000 0.0% of portfolio
4,715
Q4 2024 Reduced 41.7%
$13.1B
$2.32 Million 0.0% of portfolio
10,861
Q4 2024 Added 4.73%
$5.3B
$405,000 0.0% of portfolio
12,795
Q4 2024 New
$3.54B
$2.81 Million 0.0% of portfolio
17,956
Q4 2024 Added 22.85%
$3.01B
$659,000 0.0% of portfolio
34,187
Q4 2024 Added 1.89%
$3.89B
$1.6 Million 0.0% of portfolio
39,451
Q4 2024 Added 2.22%
$733M
$202,000 0.0% of portfolio
18,063
Q4 2024 Reduced 27.01%
$13.6B
$1.24 Million 0.0% of portfolio
5,945
Q4 2024 Added 18.33%
$74.6B
$3.41 Million 0.0% of portfolio
217,477
Q4 2024 Reduced 5.68%
$2.55B
$1.59 Million 0.0% of portfolio
157,810
Q4 2024 Added 37.76%
$3.67B
$695,000 0.0% of portfolio
23,071
Q4 2024 Reduced 7.15%
$5.94B
$2.7 Million 0.0% of portfolio
51,099
Q4 2024 Added 37.12%

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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