Creative Planning Credit Services

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$582B
$182 Million 0.18% of portfolio
576,941
Q4 2024 Added 1.8%
$539B
$115 Million 0.11% of portfolio
219,259
Q4 2024 Added 6.65%
$220B
$50.6 Million 0.05% of portfolio
170,513
Q4 2024 Added 5.89%
$81.8B
$25.3 Million 0.02% of portfolio
296,493
Q4 2024 Added 5.8%
$52.2B
$11.7 Million 0.01% of portfolio
67,806
Q4 2024 Added 5.16%
$75.6B
$11 Million 0.01% of portfolio
61,594
Q4 2024 Added 17.34%
$5.27B
$2.28 Million 0.0% of portfolio
170,562
Q4 2024 Reduced 26.11%
$6.54B
$2.27 Million 0.0% of portfolio
43,561
Q4 2024 Added 10.68%
$26.7B
$2.04 Million 0.0% of portfolio
31,351
Q4 2024 Added 4.28%
$11B
$1.8 Million 0.0% of portfolio
50,058
Q4 2024 Added 1.94%
$6.43B
$1.41 Million 0.0% of portfolio
36,669
Q4 2024 Added 18.0%
$5.2B
$1.32 Million 0.0% of portfolio
12,750
Q4 2024 Reduced 9.53%
$11.3B
$1.27 Million 0.0% of portfolio
82,293
Q4 2024 Reduced 45.87%
$5.43B
$1.1 Million 0.0% of portfolio
17,932
Q4 2024 Reduced 22.5%
$1.87B
$1.09 Million 0.0% of portfolio
5,550
Q4 2024 Reduced 0.23%
$2.97B
$677,000 0.0% of portfolio
6,342
Q4 2024 Added 33.29%
$1.32B
$556,000 0.0% of portfolio
34,387
Q4 2024 Added 2.05%
$3.26B
$544,000 0.0% of portfolio
5,680
Q4 2024 New
$7.54B
$528,000 0.0% of portfolio
19,165
Q4 2024 Added 2.44%
$24.2B
$522,000 0.0% of portfolio
4,922
Q4 2024 Added 5.26%
$2.4B
$454,000 0.0% of portfolio
66,957
Q4 2024 Reduced 0.49%
$1.12B
$351,000 0.0% of portfolio
36,755
Q4 2024 Reduced 7.07%
$4.15B
$233,000 0.0% of portfolio
22,044
Q4 2024 Added 4.9%
$834M
$25,000 0.0% of portfolio
225
Q4 2024 New
$815M
$21,000 0.0% of portfolio
1,045
Q4 2024 New
$792M
$21,000 0.0% of portfolio
392
Q4 2024 New
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