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
$144B
$54.9 Million 0.05% of portfolio
222,289
Q4 2024 Reduced 0.24%
$117B
$52.7 Million 0.05% of portfolio
108,351
Q4 2024 Added 1.93%
$196B
$48.5 Million 0.05% of portfolio
84,727
Q4 2024 Added 10.0%
$82.8B
$51.9 Million 0.05% of portfolio
686,491
Q4 2024 Added 39.24%
$206B
$50.6 Million 0.05% of portfolio
170,513
Q4 2024 Added 5.89%
$79.8B
$51.9 Million 0.05% of portfolio
151,744
Q4 2024 Reduced 12.46%
$25.6B
$46.4 Million 0.05% of portfolio
247,339
Q4 2024 Added 5.58%
$180B
$47.5 Million 0.05% of portfolio
91,073
Q4 2024 Added 32.22%
$201B
$54.3 Million 0.05% of portfolio
104,426
Q4 2024 Added 3.21%
$5.51B
$52.9 Million 0.05% of portfolio
1,636,696
Q4 2024 Reduced 4.0%
$239B
$46.8 Million 0.05% of portfolio
388,616
Q4 2024 Added 6.31%
$169B
$54.7 Million 0.05% of portfolio
51,582
Q4 2024 Reduced 7.7%
$141B
$41.5 Million 0.04% of portfolio
1,564,188
Q4 2024 Reduced 14.09%
$197B
$41.4 Million 0.04% of portfolio
1,819,386
Q4 2024 Added 16.27%
$186B
$36.1 Million 0.04% of portfolio
903,730
Q4 2024 Added 4.84%
$146B
$38 Million 0.04% of portfolio
513,579
Q4 2024 Added 0.43%
$126B
$39.1 Million 0.04% of portfolio
133,633
Q4 2024 Added 4.74%
$177B
$41.5 Million 0.04% of portfolio
213,020
Q4 2024 Added 0.95%
$48.8B
$38.6 Million 0.04% of portfolio
285,469
Q4 2024 Added 30.59%
$139B
$41.6 Million 0.04% of portfolio
343,971
Q4 2024 Added 6.28%
$165B
$39.4 Million 0.04% of portfolio
1,049,497
Q4 2024 Added 9.37%
$104B
$42.8 Million 0.04% of portfolio
248,102
Q4 2024 Added 4.27%
$126B
$29.3 Million 0.03% of portfolio
517,779
Q4 2024 Added 5.5%
$103B
$29.6 Million 0.03% of portfolio
566,020
Q4 2024 Added 6.49%
$65B
$32.3 Million 0.03% of portfolio
676,074
Q4 2024 Added 7.92%
$81B
$31.2 Million 0.03% of portfolio
247,358
Q4 2024 Added 0.74%
$142B
$28.8 Million 0.03% of portfolio
409,216
Q4 2024 Added 7.3%
$139B
$29 Million 0.03% of portfolio
80,588
Q4 2024 Added 7.45%
$146B
$34.8 Million 0.03% of portfolio
82,079
Q4 2024 Added 8.77%
$130B
$33.5 Million 0.03% of portfolio
206,201
Q4 2024 Reduced 7.75%
$153B
$29.3 Million 0.03% of portfolio
127,533
Q4 2024 Added 0.94%
$95.3B
$34.9 Million 0.03% of portfolio
61,293
Q4 2024 Reduced 3.21%
$207B
$30.3 Million 0.03% of portfolio
241,349
Q4 2024 Added 9.65%
$237B
$34.4 Million 0.03% of portfolio
353,759
Q4 2024 Added 2.55%
$227B
$33.4 Million 0.03% of portfolio
200,161
Q4 2024 Added 1.82%
$79.5B
$26.1 Million 0.03% of portfolio
208,315
Q4 2024 Added 40.37%
$173B
$35.3 Million 0.03% of portfolio
56,217
Q4 2024 Added 4.98%
$94B
$28 Million 0.03% of portfolio
138,694
Q4 2024 Added 3.99%
$90.2B
$33.4 Million 0.03% of portfolio
310,061
Q4 2024 Added 1.85%
$131B
$26.9 Million 0.03% of portfolio
270,883
Q4 2024 Added 9.03%
$123B
$35.1 Million 0.03% of portfolio
127,152
Q4 2024 Reduced 3.77%
$31.6B
$33.7 Million 0.03% of portfolio
1,590,827
Q4 2024 Added 424.51%
$44B
$27 Million 0.03% of portfolio
364,230
Q4 2024 Reduced 5.3%
$165B
$27.7 Million 0.03% of portfolio
55,605
Q4 2024 Added 7.84%
$97B
$31.6 Million 0.03% of portfolio
384,228
Q4 2024 Added 4.23%
$86.7B
$25.9 Million 0.03% of portfolio
21,876
Q4 2024 Added 2.45%
$313B
$25.8 Million 0.03% of portfolio
104,985
Q4 2024 Added 10.01%
$128B
$32 Million 0.03% of portfolio
79,470
Q4 2024 Reduced 1.24%
$53.4B
$26.4 Million 0.03% of portfolio
286,717
Q4 2024 Added 3.27%

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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