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
$947M
$420,000 0.0% of portfolio
40,237
Q4 2024 Added 5.76%
$2B
$3.25 Million 0.0% of portfolio
45,345
Q4 2024 Reduced 2.16%
$2.41B
$91,000 0.0% of portfolio
15,841
Q4 2024 Reduced 0.76%
$6.91B
$459,000 0.0% of portfolio
7,928
Q4 2024 Added 15.35%
$641M
$7,000 0.0% of portfolio
13,158
Q4 2024 Reduced 1.5%
$2.08B
$655,000 0.0% of portfolio
2,959
Q4 2024 Added 13.28%
$647M
$127,000 0.0% of portfolio
65,728
Q4 2024 Added 22.23%
$1.62B
$0 0.0% of portfolio
-
Q4 2024 Added 10.37%
$13.3B
$1.75 Million 0.0% of portfolio
10,287
Q4 2024 Added 5.09%
$2.96B
$440,000 0.0% of portfolio
3,547
Q4 2024 Added 37.06%
$232M
$152,000 0.0% of portfolio
16,000
Q4 2024 Reduced 2.69%
$493M
$0 0.0% of portfolio
17
Q4 2024 New
$7.73B
$2.02 Million 0.0% of portfolio
35,898
Q4 2024 Reduced 5.68%
$1.4B
$710,000 0.0% of portfolio
11,622
Q4 2024 Added 20.99%
$0
$519,000 0.0% of portfolio
34,744
Q4 2024 Reduced 0.22%
$0
$309,000 0.0% of portfolio
37,845
Q4 2024 Added 6.98%
$968M
$602,000 0.0% of portfolio
6,404
Q4 2024 Added 18.2%
$38.3B
$60,000 0.0% of portfolio
29,428
Q4 2024 Added 81.45%
$4.06B
$2.44 Million 0.0% of portfolio
12,913
Q4 2024 Added 19.04%
$2.23B
$600,000 0.0% of portfolio
4,893
Q4 2024 Added 12.74%
$3.36B
$841,000 0.0% of portfolio
8,958
Q4 2024 Added 5.18%
$513M
$361,000 0.0% of portfolio
14,586
Q4 2024 Reduced 0.78%
$2.47B
$384,000 0.0% of portfolio
9,154
Q4 2024 Reduced 6.48%
$1.87B
$253,000 0.0% of portfolio
20,849
Q4 2024 Reduced 54.92%
$0
$266,000 0.0% of portfolio
21,074
Q4 2024 Added 0.5%
$2.92B
$1.46 Million 0.0% of portfolio
23,690
Q4 2024 Added 59.11%
$1.13B
$432,000 0.0% of portfolio
6,191
Q4 2024 Added 54.62%
$1.23B
$2.32 Million 0.0% of portfolio
68,855
Q4 2024 Added 4.0%
$154M
$119,000 0.0% of portfolio
11,560
Q4 2024 Added 0.17%
$11B
$1.48 Million 0.0% of portfolio
8,885
Q4 2024 Added 71.16%
$280M
$0 0.0% of portfolio
48
Q4 2024 New
$1.81B
$722,000 0.0% of portfolio
108,017
Q4 2024 Added 27.71%
$6.98B
$2.48 Million 0.0% of portfolio
24,881
Q4 2024 Added 36.74%
$1.19B
$441,000 0.0% of portfolio
6,157
Q4 2024 Reduced 17.98%
$3.02B
$497,000 0.0% of portfolio
3,235
Q4 2024 Reduced 19.67%
$1.43B
$489,000 0.0% of portfolio
4,555
Q4 2024 Added 4.54%
$25.1B
$2.79 Million 0.0% of portfolio
29,130
Q4 2024 Added 11.83%
$405M
$235,000 0.0% of portfolio
39,247
Q4 2024 Added 0.28%
$6.85B
$884,000 0.0% of portfolio
5,600
Q4 2024 Reduced 19.13%
$72B
$4.92 Million 0.0% of portfolio
1,007,150
Q4 2024 Added 25.38%
$8.16B
$450,000 0.0% of portfolio
1,992
Q4 2024 Added 12.1%
$13.6B
$3.08 Million 0.0% of portfolio
17,483
Q4 2024 Added 2.82%
$15B
$1.76 Million 0.0% of portfolio
9,947
Q4 2024 Added 21.36%
$19B
$3.41 Million 0.0% of portfolio
8,278
Q3 2024 Reduced 13.26%
$1.03B
$95,000 0.0% of portfolio
5,053
Q4 2024 Reduced 62.86%
$3.44B
$628,000 0.0% of portfolio
50,021
Q4 2024 Added 14.16%
$1.52B
$1.09 Million 0.0% of portfolio
50,498
Q4 2024 Added 13.49%
$28.3B
$3.4 Million 0.0% of portfolio
218,138
Q4 2024 Added 121.14%
$253M
$730,000 0.0% of portfolio
23,930
Q4 2024 Added 0.34%

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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