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
$21.7B
$2.52 Million 0.0% of portfolio
60,734
Q4 2024 Added 16.2%
$20.3B
$164,000 0.0% of portfolio
12,150
Q4 2024 Added 1.31%
$12.1B
$613,000 0.0% of portfolio
60,654
Q4 2024 Added 22.8%
$879M
$408,000 0.0% of portfolio
57,422
Q4 2024 Reduced 4.3%
$216M
$458,000 0.0% of portfolio
103,550
Q4 2024 Added 145.66%
$4.74B
$388,000 0.0% of portfolio
6,569
Q4 2024 Added 13.95%
$8.11B
$4.5 Million 0.0% of portfolio
29,011
Q4 2024 Added 3.58%
$0
$3.86 Million 0.0% of portfolio
191,695
Q4 2024 Added 3.35%
$143M
$264,000 0.0% of portfolio
60,968
Q4 2024 Added 13.81%
$21B
$468,000 0.0% of portfolio
59,148
Q4 2024 Added 31.55%
$6.09B
$789,000 0.0% of portfolio
5,027
Q4 2024 Added 10.63%
$1.19B
$1.25 Million 0.0% of portfolio
125,288
Q4 2024 Reduced 6.05%
$863M
$199,000 0.0% of portfolio
10,109
Q4 2024 New
$2.99B
$1.13 Million 0.0% of portfolio
34,648
Q4 2024 Added 15.37%
$2.29B
$389,000 0.0% of portfolio
11,177
Q4 2024 Reduced 18.14%
$55.8M
$7,000 0.0% of portfolio
10,000
Q2 2024 Reduced 17.4%
$11.8B
$844,000 0.0% of portfolio
25,572
Q4 2024 Added 21.34%
$2.26B
$512,000 0.0% of portfolio
10,319
Q4 2024 Added 89.69%
$2.61B
$941,000 0.0% of portfolio
62,101
Q4 2024 Reduced 65.9%
$22.8B
$2.91 Million 0.0% of portfolio
39,176
Q4 2024 Added 18.21%
$713M
$208,000 0.0% of portfolio
5,637
Q4 2024 New
$531M
$0 0.0% of portfolio
38
Q4 2024 New
$267M
$222,000 0.0% of portfolio
27,488
Q4 2024 Added 72.7%
$413M
$25,000 0.0% of portfolio
2,233
Q4 2024 New
$6.8B
$488,000 0.0% of portfolio
7,823
Q4 2024 Reduced 4.47%
$23.6B
$1.98 Million 0.0% of portfolio
10,145
Q4 2024 Reduced 34.24%
$4.63B
$1.38 Million 0.0% of portfolio
11,823
Q4 2024 Added 12.96%
$421M
$88,000 0.0% of portfolio
29,097
Q4 2024 Reduced 26.11%
$7.15B
$3.23 Million 0.0% of portfolio
14,672
Q4 2024 Added 9.04%
$9.05B
$844,000 0.0% of portfolio
7,582
Q4 2024 Added 10.33%
$717M
$165,000 0.0% of portfolio
11,688
Q4 2024 Added 2.26%
$4.81B
$1.51 Million 0.0% of portfolio
8,194
Q4 2024 Reduced 18.62%
$1.36B
$129,000 0.0% of portfolio
14,929
Q4 2024 Reduced 16.79%
$224M
$300,000 0.0% of portfolio
17,340
Q4 2024 Added 60.08%
$2.2B
$883,000 0.0% of portfolio
9,961
Q4 2024 Added 11.75%
$5.22B
$850,000 0.0% of portfolio
8,984
Q4 2024 Added 75.02%
$10.6B
$1.69 Million 0.0% of portfolio
6,210
Q4 2024 Added 2.09%
$562M
$469,000 0.0% of portfolio
63,380
Q4 2024 Reduced 13.76%
$256M
$177,000 0.0% of portfolio
96,816
Q4 2024 Added 198.73%
$0
$726,000 0.0% of portfolio
75,292
Q4 2024 Added 3.43%
$1.21B
$688,000 0.0% of portfolio
53,574
Q4 2024 Reduced 2.77%
$4.05B
$476,000 0.0% of portfolio
27,509
Q4 2024 Added 13.28%
$615M
$200,000 0.0% of portfolio
17,125
Q4 2024 Added 2.28%
$13.9B
$982,000 0.0% of portfolio
7,632
Q4 2024 Added 1.96%
$26.9B
$1.38 Million 0.0% of portfolio
4,237
Q4 2024 Added 12.78%
$4.61B
$706,000 0.0% of portfolio
45,266
Q4 2024 Reduced 3.42%
$1.12B
$125,000 0.0% of portfolio
12,466
Q4 2024 New
$2.78B
$1.74 Million 0.0% of portfolio
17,889
Q4 2024 Added 11.65%
$1.21B
$265,000 0.0% of portfolio
10,095
Q4 2024 Reduced 1.68%

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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