Creative Planning Asset Management

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$715,000 0.0% of portfolio
30,113
Q4 2024 Added 1.41%
$620M
$696,000 0.0% of portfolio
59,899
Q4 2024 New
$0
$683,000 0.0% of portfolio
28,421
Q4 2024 Reduced 14.45%
$17.5B
$673,000 0.0% of portfolio
13,340
Q4 2024 Added 4.32%
$0
$665,000 0.0% of portfolio
77,489
Q4 2024 Added 66.85%
$0
$636,000 0.0% of portfolio
44,155
Q4 2024 Reduced 3.15%
$9.89B
$631,000 0.0% of portfolio
31,134
Q4 2024 Added 103.17%
$0
$592,000 0.0% of portfolio
48,709
Q4 2024 Added 45.98%
$0
$584,000 0.0% of portfolio
54,353
Q2 2024 New
$3.64B
$556,000 0.0% of portfolio
15,012
Q4 2024 Added 0.05%
$800M
$554,000 0.0% of portfolio
101,583
Q4 2024 New
$1.06B
$529,000 0.0% of portfolio
20,117
Q4 2024 Added 1.33%
$0
$519,000 0.0% of portfolio
34,744
Q4 2024 Reduced 0.22%
$0
$508,000 0.0% of portfolio
41,519
Q4 2024 Reduced 0.2%
$0
$491,000 0.0% of portfolio
26,810
Q4 2024 Added 93.48%
$0
$477,000 0.0% of portfolio
68,676
Q4 2024 Reduced 0.83%
$0
$440,000 0.0% of portfolio
18,406
Q4 2024 Reduced 0.11%
$0
$424,000 0.0% of portfolio
30,318
Q4 2024 New
$0
$404,000 0.0% of portfolio
32,042
Q4 2024 Added 0.33%
$0
$396,000 0.0% of portfolio
35,099
Q4 2024 New
$0
$388,000 0.0% of portfolio
12,165
Q4 2024 Added 5.71%
$438M
$342,000 0.0% of portfolio
2,207
Q4 2024 Added 0.73%
$0
$314,000 0.0% of portfolio
62,496
Q4 2024 Added 5.92%
$0
$309,000 0.0% of portfolio
37,845
Q4 2024 Added 6.98%
$0
$295,000 0.0% of portfolio
35,057
Q4 2024 Reduced 11.6%
$0
$290,000 0.0% of portfolio
35,074
Q4 2024 Added 7.76%
$0
$279,000 0.0% of portfolio
78,567
Q4 2024 Added 1.42%
$0
$272,000 0.0% of portfolio
7,630
Q4 2024 Reduced 2.93%
$0
$272,000 0.0% of portfolio
18,160
Q4 2024 Added 0.07%
$0
$268,000 0.0% of portfolio
18,716
Q4 2024 Reduced 7.47%
$0
$266,000 0.0% of portfolio
21,074
Q4 2024 Added 0.5%
$0
$263,000 0.0% of portfolio
50,754
Q4 2024 Reduced 2.11%
$0
$260,000 0.0% of portfolio
43,165
Q4 2024 Added 10.08%
$0
$259,000 0.0% of portfolio
26,909
Q4 2024 Reduced 8.41%
$2.33B
$257,000 0.0% of portfolio
12,761
Q4 2024 Added 0.42%
$0
$249,000 0.0% of portfolio
29,469
Q4 2024 Added 68.8%
$0
$240,000 0.0% of portfolio
13,389
Q4 2024 New
$0
$234,000 0.0% of portfolio
15,103
Q4 2024 New
$0
$234,000 0.0% of portfolio
22,306
Q4 2024 Added 0.14%
$0
$231,000 0.0% of portfolio
11,443
Q4 2024 Reduced 53.45%
$0
$225,000 0.0% of portfolio
10,784
Q4 2024 Reduced 0.92%
$0
$220,000 0.0% of portfolio
31,082
Q4 2024 Reduced 7.62%
$0
$216,000 0.0% of portfolio
10,763
Q4 2024 Reduced 0.15%
$0
$213,000 0.0% of portfolio
20,118
Q4 2024 Added 21.98%
$543M
$206,000 0.0% of portfolio
9,513
Q4 2024 Added 0.46%
$0
$204,000 0.0% of portfolio
11,202
Q4 2024 New
$0
$200,000 0.0% of portfolio
16,762
Q4 2024 New
$708M
$200,000 0.0% of portfolio
17,125
Q4 2024 Added 2.28%
$698M
$196,000 0.0% of portfolio
17,273
Q4 2024 Added 24.85%
Filter Shares Options
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email