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
$147B
$19.7 Million 0.02% of portfolio
220,628
Q4 2024 Added 8.04%
$65.5B
$21.4 Million 0.02% of portfolio
73,808
Q4 2024 Added 3.66%
$61.5B
$21.1 Million 0.02% of portfolio
87,495
Q4 2024 Added 3.46%
$17.4B
$18 Million 0.02% of portfolio
66,982
Q4 2024 Added 0.55%
$70.8B
$18.3 Million 0.02% of portfolio
64,417
Q4 2024 Added 7.99%
$24.9B
$16.4 Million 0.02% of portfolio
142,623
Q4 2024 Added 44.12%
$46.2B
$22.1 Million 0.02% of portfolio
63,422
Q4 2024 Added 3.98%
$259B
$17.9 Million 0.02% of portfolio
92,092
Q4 2024 Added 19.25%
$73.6B
$24.4 Million 0.02% of portfolio
776,785
Q4 2024 Reduced 0.35%
$20.8B
$16.9 Million 0.02% of portfolio
92,747
Q4 2024 Added 4.97%
$261B
$19.2 Million 0.02% of portfolio
305,727
Q4 2024 Reduced 0.25%
$98.2B
$19.5 Million 0.02% of portfolio
130,621
Q4 2024 Added 24.86%
$81.9B
$18.8 Million 0.02% of portfolio
29,557
Q4 2024 Added 5.55%
$51.1B
$22.8 Million 0.02% of portfolio
147,901
Q4 2024 Added 2.72%
$8.17B
$15.6 Million 0.02% of portfolio
100,678
Q4 2024 Added 3,115.52%
$1.39B
$24.4 Million 0.02% of portfolio
405,361
Q4 2024 Reduced 8.78%
$58.4B
$19 Million 0.02% of portfolio
970,295
Q4 2024 Added 21.88%
$79.6B
$22.8 Million 0.02% of portfolio
241,399
Q4 2024 Added 131.5%
$74.7B
$22.4 Million 0.02% of portfolio
160,349
Q4 2024 Added 2.18%
$60.9B
$25.4 Million 0.02% of portfolio
223,322
Q4 2024 Added 1.89%
$16.1B
$5.77 Million 0.01% of portfolio
45,408
Q4 2024 Added 19.56%
$33.1B
$6.45 Million 0.01% of portfolio
30,667
Q4 2024 Reduced 2.55%
$63.5B
$9.23 Million 0.01% of portfolio
37,338
Q4 2024 Added 12.61%
$65.2B
$5.76 Million 0.01% of portfolio
166,069
Q4 2024 Added 19.53%
$350B
$11.5 Million 0.01% of portfolio
135,492
Q4 2024 Added 10.28%
$20.8B
$8.84 Million 0.01% of portfolio
201,916
Q4 2024 Reduced 3.15%
$106B
$8.08 Million 0.01% of portfolio
266,552
Q4 2024 Added 13.91%
$47.6B
$5.88 Million 0.01% of portfolio
78,858
Q4 2024 Reduced 5.35%
$35.5B
$6.76 Million 0.01% of portfolio
50,337
Q4 2024 Added 12.08%
$53.1B
$10.9 Million 0.01% of portfolio
44,437
Q4 2024 Added 11.01%
$55.7B
$6.46 Million 0.01% of portfolio
59,072
Q4 2024 Added 13.23%
$25.3B
$10.4 Million 0.01% of portfolio
99,331
Q4 2024 Added 0.43%
$20.8B
$5.19 Million 0.01% of portfolio
90,388
Q4 2024 Added 4.91%
$34.9B
$14.9 Million 0.01% of portfolio
278,183
Q4 2024 Added 7.89%
$68.8B
$10.8 Million 0.01% of portfolio
22,162
Q4 2024 Added 20.5%
$16.8B
$5.46 Million 0.01% of portfolio
63,671
Q4 2024 Reduced 5.79%
$105B
$7.63 Million 0.01% of portfolio
258,105
Q4 2024 Reduced 2.3%
$49.9B
$13.8 Million 0.01% of portfolio
13,127
Q4 2024 Added 13.56%
$22.2B
$7.65 Million 0.01% of portfolio
87,245
Q4 2024 Added 10.35%
$43.7B
$7.34 Million 0.01% of portfolio
194,949
Q4 2024 Reduced 3.14%
$47.3B
$9.73 Million 0.01% of portfolio
159,138
Q4 2024 Added 9.04%
$38.4B
$5.9 Million 0.01% of portfolio
31,841
Q4 2024 Added 8.66%
$72B
$13.8 Million 0.01% of portfolio
29,834
Q4 2024 Added 9.8%
$43B
$10.1 Million 0.01% of portfolio
84,928
Q4 2024 Reduced 8.15%
$55.7B
$13.6 Million 0.01% of portfolio
312,737
Q4 2024 Reduced 13.01%
$26.3B
$8.17 Million 0.01% of portfolio
68,393
Q4 2024 Added 11.76%
$57B
$6.59 Million 0.01% of portfolio
83,432
Q4 2024 Added 13.37%
$40.6B
$5.17 Million 0.01% of portfolio
28,695
Q4 2024 Added 12.82%
$104B
$8.59 Million 0.01% of portfolio
23,248
Q4 2024 Reduced 23.36%

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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