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
$11.5B
$1.07 Million 0.0% of portfolio
42,335
Q4 2024 Reduced 4.54%
$13.6B
$2.24 Million 0.0% of portfolio
70,339
Q4 2024 Added 4.29%
$1.89B
$272,000 0.0% of portfolio
23,565
Q4 2024 Reduced 62.21%
$30.9B
$238,000 0.0% of portfolio
4,498
Q4 2024 Added 0.04%
$1.21B
$367,000 0.0% of portfolio
22,325
Q4 2024 Reduced 5.19%
$2.39B
$1.44 Million 0.0% of portfolio
36,039
Q4 2024 Added 126.7%
$9.17B
$1.45 Million 0.0% of portfolio
33,650
Q4 2024 Added 10.0%
$475M
$176,000 0.0% of portfolio
25,676
Q4 2024 Reduced 31.97%
$2.99B
$547,000 0.0% of portfolio
17,660
Q4 2024 Reduced 15.53%
$901M
$532,000 0.0% of portfolio
24,229
Q4 2024 Added 79.95%
$928M
$361,000 0.0% of portfolio
6,673
Q4 2024 Reduced 6.74%
$661M
$915,000 0.0% of portfolio
56,813
Q4 2024 Added 2.04%
$434M
$4,000 0.0% of portfolio
97
Q4 2024 New
$1.73B
$1.8 Million 0.0% of portfolio
58,563
Q4 2024 Added 129.08%
$2.38B
$1.09 Million 0.0% of portfolio
29,342
Q4 2024 Added 4.82%
$2.55B
$751,000 0.0% of portfolio
28,527
Q4 2024 Reduced 6.35%
$40.9M
$9,000 0.0% of portfolio
14,384
Q3 2024 Reduced 5.27%
$1.05B
$351,000 0.0% of portfolio
36,755
Q4 2024 Reduced 7.07%
$127M
$63,000 0.0% of portfolio
11,145
Q3 2023 Reduced 1.07%
$3.46B
$1.1 Million 0.0% of portfolio
37,883
Q4 2024 Added 78.3%
$1.97B
$306,000 0.0% of portfolio
10,716
Q4 2024 New
$5.43B
$1.01 Million 0.0% of portfolio
9,684
Q4 2024 Added 108.12%
$2.46B
$51,000 0.0% of portfolio
20,904
Q4 2024 Added 1.57%
$1.31B
$35,000 0.0% of portfolio
24,264
Q4 2024 Reduced 9.88%
$152B
$2.42 Million 0.0% of portfolio
24,917
Q4 2024 Added 41.57%
$261M
$266,000 0.0% of portfolio
36,998
Q4 2024 Added 100.96%
$39.5M
$15,000 0.0% of portfolio
25,000
Q2 2023 Reduced 0.04%
$12.3B
$811,000 0.0% of portfolio
6,188
Q4 2024 Added 2.81%
$1.55B
$163,000 0.0% of portfolio
12,020
Q4 2024 Reduced 1.9%
$269M
$651,000 0.0% of portfolio
41,101
Q4 2024 Added 9.1%
$368M
$828,000 0.0% of portfolio
27,538
Q4 2024 Added 7.68%
$849M
$464,000 0.0% of portfolio
13,070
Q4 2024 Added 42.75%
$2.68B
$758,000 0.0% of portfolio
9,419
Q4 2024 Reduced 5.32%
$147M
$157,000 0.0% of portfolio
136,571
Q4 2024 Added 317.61%
$1.51B
$3,000 0.0% of portfolio
14
Q4 2024 Reduced 98.08%
$2.29B
$495,000 0.0% of portfolio
13,093
Q4 2024 Reduced 0.5%
$506M
$461,000 0.0% of portfolio
3,474
Q4 2024 Added 31.64%
$838M
$1.8 Million 0.0% of portfolio
60,893
Q4 2024 Added 12.49%
$529M
$2.02 Million 0.0% of portfolio
64,355
Q4 2024 Added 0.5%
$544M
$0 0.0% of portfolio
16
Q4 2024 New
$1.08B
$1.38 Million 0.0% of portfolio
3,509
Q4 2024 Added 4.81%
$853M
$23,000 0.0% of portfolio
593
Q4 2024 Reduced 87.62%
$590M
$2.63 Million 0.0% of portfolio
56,948
Q4 2024 Added 19.48%
$1.57B
$234,000 0.0% of portfolio
8,510
Q4 2024 Reduced 1.77%
$379M
$344,000 0.0% of portfolio
11,951
Q4 2024 New
$638M
$854,000 0.0% of portfolio
67,761
Q4 2024 Added 0.55%
$687M
$124,000 0.0% of portfolio
41,541
Q4 2024 Reduced 12.05%
$61.4M
$105,000 0.0% of portfolio
13,750
Q3 2024 New
$5.61B
$1.37 Million 0.0% of portfolio
4,431
Q4 2024 Added 34.31%

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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