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
$35.1B
$5.24 Million 0.01% of portfolio
44,319
Q4 2024 Added 34.92%
$173B
$12.1 Million 0.01% of portfolio
177,012
Q4 2024 Added 12.0%
$69B
$11 Million 0.01% of portfolio
61,594
Q4 2024 Added 17.34%
$88.2B
$9.71 Million 0.01% of portfolio
216,403
Q4 2024 Reduced 13.75%
$44.8B
$14.4 Million 0.01% of portfolio
267,081
Q4 2024 Added 10.83%
$60.3B
$7.71 Million 0.01% of portfolio
60,679
Q4 2024 Added 26.49%
$3.74B
$6.21 Million 0.01% of portfolio
311,873
Q4 2024 Reduced 2.13%
$60.2B
$10.1 Million 0.01% of portfolio
262,574
Q4 2024 Added 7.94%
$100B
$13.9 Million 0.01% of portfolio
165,072
Q4 2024 Added 2.04%
$17.1B
$5.78 Million 0.01% of portfolio
76,240
Q4 2024 Added 165.4%
$31.1B
$5.52 Million 0.01% of portfolio
35,514
Q4 2024 Reduced 5.51%
$27.6B
$10.2 Million 0.01% of portfolio
241,708
Q4 2024 Added 2.28%
$3.92B
$8.5 Million 0.01% of portfolio
411,633
Q4 2024 Reduced 4.07%
$47.1B
$10.7 Million 0.01% of portfolio
81,463
Q4 2024 Added 8.4%
$233B
$13.3 Million 0.01% of portfolio
268,197
Q4 2024 Added 20.76%
$19.4B
$5.83 Million 0.01% of portfolio
40,496
Q4 2024 Reduced 13.0%
$29.7B
$7.93 Million 0.01% of portfolio
243,159
Q4 2024 Added 8.01%
$73.1B
$11.8 Million 0.01% of portfolio
217,119
Q4 2024 Added 9.08%
$39.8B
$9.64 Million 0.01% of portfolio
202,962
Q4 2024 Reduced 2.98%
$40.7B
$8.53 Million 0.01% of portfolio
862,025
Q4 2024 Reduced 54.0%
$20.4B
$9.14 Million 0.01% of portfolio
271,980
Q4 2024 Added 3.68%
$97.8B
$12.6 Million 0.01% of portfolio
68,866
Q4 2024 Reduced 8.96%
$43.8B
$5.57 Million 0.01% of portfolio
61,404
Q4 2024 Reduced 23.78%
$16.5B
$5.18 Million 0.01% of portfolio
60,192
Q4 2024 Added 0.97%
$29.7B
$11.9 Million 0.01% of portfolio
54,032
Q4 2024 Added 4.2%
$56.6B
$13.8 Million 0.01% of portfolio
71,433
Q4 2024 Added 6.9%
$12.4B
$5.75 Million 0.01% of portfolio
13,551
Q4 2024 Added 6.98%
$75.6B
$5.91 Million 0.01% of portfolio
13,918
Q4 2024 Added 5.27%
$51.6B
$5.74 Million 0.01% of portfolio
41,630
Q4 2024 Added 34.07%
$5.74B
$9.73 Million 0.01% of portfolio
65,707
Q4 2024 Reduced 1.34%
$17.3B
$6.17 Million 0.01% of portfolio
78,344
Q4 2024 Reduced 9.62%
$32.8B
$6.73 Million 0.01% of portfolio
74,410
Q4 2024 Reduced 32.33%
$38.3B
$9 Million 0.01% of portfolio
118,061
Q4 2024 Added 12.09%
$111B
$6.19 Million 0.01% of portfolio
13,837
Q4 2024 Added 117.87%
$34.8B
$10 Million 0.01% of portfolio
24,218
Q4 2024 Reduced 0.89%
$64B
$12.1 Million 0.01% of portfolio
440,877
Q4 2024 Added 6.91%
$53B
$9.84 Million 0.01% of portfolio
275,682
Q4 2024 Added 5.53%
$26.3B
$8.52 Million 0.01% of portfolio
70,544
Q4 2024 Added 5.44%
$29.6B
$8.95 Million 0.01% of portfolio
35,122
Q4 2024 Reduced 5.9%
$44.3B
$9.79 Million 0.01% of portfolio
64,688
Q4 2024 Added 7.97%
$71.9B
$9.9 Million 0.01% of portfolio
42,237
Q4 2024 Added 5.04%
$10.8B
$14.9 Million 0.01% of portfolio
168,250
Q4 2024 Added 13.57%
$51.2B
$6.76 Million 0.01% of portfolio
22,568
Q4 2024 Added 2.65%
$56.1B
$9.43 Million 0.01% of portfolio
40,860
Q4 2024 Added 7.19%
$82.1B
$10.6 Million 0.01% of portfolio
29,476
Q4 2024 Reduced 15.55%
$34.4B
$6.65 Million 0.01% of portfolio
65,146
Q4 2024 Added 117.94%
$35.1B
$13.3 Million 0.01% of portfolio
208,422
Q4 2024 Added 10.46%
$46.3B
$9.94 Million 0.01% of portfolio
201,185
Q4 2024 Reduced 18.69%
$25.5B
$8.82 Million 0.01% of portfolio
98,894
Q4 2024 Added 33.43%

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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