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
$56B
$30.7 Million 0.03% of portfolio
450,016
Q4 2024 Reduced 3.27%
$162B
$26.5 Million 0.03% of portfolio
308,622
Q4 2024 Added 4.69%
$3.08B
$30.2 Million 0.03% of portfolio
104,442
Q4 2024 Added 16.33%
$40.2B
$33.2 Million 0.03% of portfolio
477,880
Q4 2024 Reduced 2.61%
$181B
$35.3 Million 0.03% of portfolio
467,137
Q4 2024 Added 41.69%
$95.6B
$32.6 Million 0.03% of portfolio
100,701
Q4 2024 Reduced 30.49%
$280B
$31.4 Million 0.03% of portfolio
45,299
Q4 2024 Added 68.61%
$162B
$26.8 Million 0.03% of portfolio
222,167
Q4 2024 Added 5.09%
$43B
$27.8 Million 0.03% of portfolio
156,548
Q4 2024 Reduced 5.56%
$1.95B
$31.4 Million 0.03% of portfolio
3,105,454
Q3 2024 Added 1.95%
$124B
$31.6 Million 0.03% of portfolio
297,483
Q4 2024 Reduced 24.19%
$55.3B
$31.6 Million 0.03% of portfolio
173,591
Q4 2024 Added 74.99%
$327B
$24.4 Million 0.02% of portfolio
110,340
Q4 2024 Added 5.11%
$80.9B
$25.3 Million 0.02% of portfolio
296,493
Q4 2024 Added 5.8%
$67.2B
$24.6 Million 0.02% of portfolio
198,099
Q4 2024 Added 7.25%
$24.8B
$16.7 Million 0.02% of portfolio
98,792
Q4 2024 Added 78.8%
$63.4B
$23.8 Million 0.02% of portfolio
84,423
Q4 2024 Added 3.34%
$96.2B
$21.9 Million 0.02% of portfolio
1,091,964
Q4 2024 Reduced 5.87%
$78.6B
$20.4 Million 0.02% of portfolio
80,572
Q4 2024 Added 3.79%
$89.3B
$16.6 Million 0.02% of portfolio
48,909
Q4 2024 Added 6.33%
$36.9B
$15.5 Million 0.02% of portfolio
202,806
Q4 2024 Added 3.01%
$117B
$17.2 Million 0.02% of portfolio
215,618
Q4 2024 Reduced 3.63%
$108B
$25.5 Million 0.02% of portfolio
119,862
Q4 2024 Added 2.6%
$69.8B
$22.9 Million 0.02% of portfolio
221,107
Q4 2024 Added 0.3%
$16.7B
$16.4 Million 0.02% of portfolio
50,066
Q4 2024 Reduced 0.61%
$148B
$17.7 Million 0.02% of portfolio
312,693
Q4 2024 Added 5.77%
$225B
$16 Million 0.02% of portfolio
244,759
Q4 2024 Added 8.9%
$7.48B
$15.7 Million 0.02% of portfolio
252,120
Q4 2024 Reduced 1.17%
$76.8B
$20.2 Million 0.02% of portfolio
222,005
Q4 2024 Added 1.83%
$137B
$22.4 Million 0.02% of portfolio
242,527
Q4 2024 Added 10.72%
$81.6B
$25 Million 0.02% of portfolio
67,683
Q4 2024 Added 7.85%
$90.9B
$20.5 Million 0.02% of portfolio
342,440
Q4 2024 Reduced 0.23%
$189B
$23 Million 0.02% of portfolio
4,626
Q4 2024 Added 7.28%
$159B
$18.3 Million 0.02% of portfolio
76,200
Q4 2024 Added 8.17%
$37.7B
$20.2 Million 0.02% of portfolio
298,453
Q4 2024 Added 4.08%
$80.1B
$25.6 Million 0.02% of portfolio
91,910
Q4 2024 Reduced 5.56%
$118B
$21.2 Million 0.02% of portfolio
99,707
Q4 2024 Added 1.14%
$84.4B
$21.1 Million 0.02% of portfolio
163,396
Q4 2024 Added 6.63%
$54.6B
$19.5 Million 0.02% of portfolio
82,884
Q4 2024 Reduced 1.75%
$69.4B
$20.5 Million 0.02% of portfolio
162,503
Q4 2024 Reduced 1.56%
$62.9B
$22.7 Million 0.02% of portfolio
703,339
Q4 2024 Added 10.82%
$26.1B
$15.7 Million 0.02% of portfolio
133,662
Q4 2024 Added 3.14%
$30.3B
$21.3 Million 0.02% of portfolio
118,095
Q4 2024 Reduced 20.49%
$75.7B
$25.3 Million 0.02% of portfolio
206,670
Q4 2024 Reduced 1.53%
$100B
$25.5 Million 0.02% of portfolio
40,421
Q4 2024 Added 1.63%
$54.1B
$16.6 Million 0.02% of portfolio
118,497
Q4 2024 Added 6.79%
$78.1B
$20.2 Million 0.02% of portfolio
43,039
Q4 2024 Added 1.1%
$98B
$16.2 Million 0.02% of portfolio
58,646
Q4 2024 Reduced 1.69%
$71.5B
$16.1 Million 0.02% of portfolio
83,611
Q4 2024 Added 10.12%

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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