Creative Planning Portfolio Holdings

Creative Planning

  • $101 Billion
  • Q3 2024

Creative Planning has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 5488 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 $12.3B, Vanguard Ftse Developed Market with a value of $7.66B, Vanguard Bd Index Fd Inc Total with a value of $6.89B, Spdr Portfolio with a value of $4.01B, and Ishares Inc with a value of $3.77B.

Examining the 13F form we can see an increase of $7.08B in the current position value, from $93.6B to 101B.

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 $101 Billion
ETFs: $81.6 Billion
Technology: $6.45 Billion
Financial Services: $3.16 Billion
Consumer Cyclical: $1.87 Billion
Healthcare: $1.8 Billion
Communication Services: $1.39 Billion
Industrials: $1.39 Billion
Consumer Defensive: $1.21 Billion
Other: $1.71 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.7B
$7.77 Million 0.01% of portfolio
262,327
Q3 2024 Reduced 1.06%
$36.5B
$9.56 Million 0.01% of portfolio
80,563
Q3 2024 Reduced 0.24%
$16.7B
$6.16 Million 0.01% of portfolio
59,611
Q3 2024 Added 1.37%
$29.3B
$13.4 Million 0.01% of portfolio
51,856
Q3 2024 Reduced 3.05%
$48.9B
$12.7 Million 0.01% of portfolio
66,823
Q3 2024 Added 5.16%
$22B
$5.19 Million 0.01% of portfolio
35,523
Q3 2024 Added 1.64%
$52.7B
$14.2 Million 0.01% of portfolio
129,599
Q3 2024 Added 10.57%
$0
$7.17 Million 0.01% of portfolio
118,384
Q3 2024 Reduced 0.62%
$0
$13.1 Million 0.01% of portfolio
550,762
Q3 2024 Added 12.02%
$0
$7.69 Million 0.01% of portfolio
156,912
Q3 2024 Reduced 12.72%
$0
$8.67 Million 0.01% of portfolio
202,466
Q3 2024 Reduced 13.48%
$5.21B
$11.2 Million 0.01% of portfolio
66,601
Q3 2024 Added 6.1%
$12.8B
$6.44 Million 0.01% of portfolio
86,681
Q3 2024 Added 660.96%
$0
$13.2 Million 0.01% of portfolio
483,351
Q3 2024 Added 5.08%
$35.1B
$10.8 Million 0.01% of portfolio
109,961
Q3 2024 Added 66.2%
$36.4B
$9.39 Million 0.01% of portfolio
105,327
Q3 2024 Added 1.11%
$0
$8.15 Million 0.01% of portfolio
216,530
Q3 2024 Added 2.01%
$0
$5.91 Million 0.01% of portfolio
76,345
Q3 2024 Reduced 2.12%
$13.7B
$7.66 Million 0.01% of portfolio
123,594
Q3 2024 Added 0.66%
$0
$6.97 Million 0.01% of portfolio
85,071
Q3 2024 Reduced 0.5%
$40.5B
$6.26 Million 0.01% of portfolio
15,678
Q3 2024 Reduced 4.77%
$24.5B
$6.03 Million 0.01% of portfolio
55,324
Q3 2024 Added 0.32%
$95.2B
$8.93 Million 0.01% of portfolio
400,866
Q3 2024 Added 26.37%
$73.1B
$5.7 Million 0.01% of portfolio
49,328
Q3 2024 Added 4.43%
$83B
$11.3 Million 0.01% of portfolio
23,733
Q3 2024 Added 14.1%
$34B
$7.68 Million 0.01% of portfolio
24,245
Q3 2024 Reduced 8.57%
$24.6B
$5.8 Million 0.01% of portfolio
55,434
Q3 2024 Added 4.88%
$19.3B
$8.67 Million 0.01% of portfolio
1,337,344
Q3 2024 Added 24.59%
$122B
$12.7 Million 0.01% of portfolio
220,763
Q3 2024 Added 18.03%
$13.6B
$7.14 Million 0.01% of portfolio
81,543
Q3 2024 Added 5.86%
$251B
$13.8 Million 0.01% of portfolio
77,225
Q3 2024 Added 2.62%
$77.6B
$6.84 Million 0.01% of portfolio
1,341,733
Q3 2024 Added 13.5%
$33.8B
$9.3 Million 0.01% of portfolio
79,105
Q3 2024 Added 2.91%
$14.4B
$5.05 Million 0.01% of portfolio
84,906
Q3 2024 Reduced 0.63%
$66.6B
$11.4 Million 0.01% of portfolio
47,387
Q3 2024 Reduced 0.67%
$64B
$10.8 Million 0.01% of portfolio
130,967
Q3 2024 Added 3.12%
$35.1B
$12.2 Million 0.01% of portfolio
87,658
Q3 2024 Reduced 7.31%
$3.14B
$5.73 Million 0.01% of portfolio
68,811
Q3 2024 Added 11.68%
$30.5B
$9.36 Million 0.01% of portfolio
116,549
Q3 2024 Added 0.62%
$97.5B
$7.48 Million 0.01% of portfolio
103,740
Q3 2024 Added 37.49%
$29.5B
$5.53 Million 0.01% of portfolio
57,528
Q3 2024 Added 4.6%
$109B
$8.18 Million 0.01% of portfolio
130,768
Q3 2024 Added 26.0%
$0
$8.39 Million 0.01% of portfolio
68,530
Q3 2024 Added 4.12%
$95.4B
$5.7 Million 0.01% of portfolio
80,160
Q3 2024 Added 4.45%
$74.7B
$12.4 Million 0.01% of portfolio
11,793
Q3 2024 Added 22.65%
$0
$5.74 Million 0.01% of portfolio
27,150
Q3 2024 Reduced 8.76%
$98.3B
$9.13 Million 0.01% of portfolio
144,251
Q3 2024 Added 9.8%
$56.3B
$5.88 Million 0.01% of portfolio
32,688
Q3 2024 Added 10.36%
$67.8B
$7 Million 0.01% of portfolio
59,792
Q3 2024 Reduced 1.74%

Summary

  • Portfolio
  • No. of Stocks 5,488
  • Current Value $101 Billion
  • Prior Value $93.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 306 stocks
  • Additional Purchases 1,844 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 919 stocks
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