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
$11B
$5.74 Million 0.01% of portfolio
31,011
Q4 2024 Added 6.73%
$45.2B
$13.1 Million 0.01% of portfolio
97,748
Q4 2024 Added 11.51%
$8.49B
$13.4 Million 0.01% of portfolio
239,673
Q4 2024 Reduced 3.88%
$28.8B
$7.16 Million 0.01% of portfolio
124,780
Q4 2024 Added 7.06%
$56.9B
$11.3 Million 0.01% of portfolio
102,623
Q4 2024 Reduced 1.08%
$42.6B
$5.57 Million 0.01% of portfolio
42,425
Q4 2024 Added 12.22%
$33.4B
$6.17 Million 0.01% of portfolio
65,623
Q4 2024 Added 14.07%
$122B
$9.46 Million 0.01% of portfolio
148,060
Q4 2024 Added 13.22%
$102B
$6.26 Million 0.01% of portfolio
106,374
Q4 2024 Added 32.7%
$68.6B
$7.24 Million 0.01% of portfolio
10,158
Q4 2024 Reduced 13.86%
$111B
$6.92 Million 0.01% of portfolio
129,929
Q4 2024 Reduced 9.93%
$58.1B
$7.84 Million 0.01% of portfolio
36,494
Q4 2024 Added 11.64%
$67.8B
$6.85 Million 0.01% of portfolio
67,459
Q4 2024 Added 12.82%
$44.2B
$10.5 Million 0.01% of portfolio
145,339
Q4 2024 Added 4.6%
$25.3B
$8.98 Million 0.01% of portfolio
5,200
Q4 2024 Reduced 6.88%
$41.6B
$8 Million 0.01% of portfolio
38,763
Q4 2024 Added 11.59%
$37.3B
$8.63 Million 0.01% of portfolio
27,310
Q4 2024 Added 22.68%
$53.9B
$12.6 Million 0.01% of portfolio
23,602
Q4 2024 Added 4.57%
$20.3B
$9.71 Million 0.01% of portfolio
127,349
Q4 2024 Reduced 4.62%
$4.72B
$5.64 Million 0.01% of portfolio
56,317
Q4 2024 Added 3.67%
$34.6B
$7.56 Million 0.01% of portfolio
72,697
Q4 2024 Reduced 2.64%
$18.9B
$8.29 Million 0.01% of portfolio
47,005
Q4 2024 Added 1.55%
$13.1B
$8.84 Million 0.01% of portfolio
154,015
Q4 2024 Added 8.77%
$3.19B
$8.94 Million 0.01% of portfolio
563,840
Q4 2024 Reduced 3.27%
$69B
$12.4 Million 0.01% of portfolio
73,624
Q4 2024 Reduced 33.05%
$51.3B
$10.7 Million 0.01% of portfolio
81,370
Q4 2024 Added 15.51%
$32.9B
$5.19 Million 0.01% of portfolio
89,632
Q4 2024 Reduced 35.17%
$27.5B
$13.3 Million 0.01% of portfolio
53,545
Q4 2024 Reduced 25.16%
$22.9B
$12.9 Million 0.01% of portfolio
142,455
Q4 2024 Added 2.85%
$25.5B
$8.79 Million 0.01% of portfolio
90,475
Q4 2024 Reduced 31.87%
$27.9B
$5.54 Million 0.01% of portfolio
71,238
Q4 2024 Added 19.58%
$30.2B
$8.98 Million 0.01% of portfolio
238,429
Q4 2024 Added 90.88%
$31.5B
$5.82 Million 0.01% of portfolio
30,932
Q4 2024 Added 5.84%
$90.1B
$11.3 Million 0.01% of portfolio
267,136
Q4 2024 Added 10.58%
$32.6B
$6.52 Million 0.01% of portfolio
28,508
Q4 2024 Added 1.74%
$61.8B
$7.52 Million 0.01% of portfolio
14,471
Q4 2024 Reduced 2.11%
$6.05B
$5.32 Million 0.01% of portfolio
75,508
Q4 2024 Added 23.24%
$95.8B
$7.31 Million 0.01% of portfolio
160,836
Q4 2024 Added 13.09%
$75.7B
$8.64 Million 0.01% of portfolio
9,162
Q4 2024 Added 18.16%
$4.61B
$7.74 Million 0.01% of portfolio
177,112
Q4 2024 Added 19.91%
$68.8B
$10.5 Million 0.01% of portfolio
136,973
Q4 2024 Added 4.4%
$33.8B
$5.15 Million 0.01% of portfolio
10,640
Q4 2024 Reduced 0.88%
$30.1B
$8.47 Million 0.01% of portfolio
16,393
Q4 2024 Added 3.97%
$75.6B
$11.6 Million 0.01% of portfolio
9,126
Q4 2024 Added 56.11%
$8.3B
$5.37 Million 0.01% of portfolio
171,717
Q4 2024 Added 10.2%
$6.66B
$14.9 Million 0.01% of portfolio
84,826
Q4 2024 Added 7.76%
$0
$5.83 Million 0.01% of portfolio
266,227
Q4 2024 Added 4.04%
$18.6B
$10.5 Million 0.01% of portfolio
72,886
Q4 2024 Added 0.15%
$36.8B
$5.36 Million 0.01% of portfolio
23,706
Q4 2024 Added 2.9%

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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