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
$0
$5.89 Million 0.01% of portfolio
84,363
Q3 2024 Reduced 4.43%
$20.4B
$11.9 Million 0.01% of portfolio
72,775
Q3 2024 Added 0.52%
$42.9B
$6.93 Million 0.01% of portfolio
136,471
Q3 2024 Reduced 17.53%
$46.4B
$9.05 Million 0.01% of portfolio
64,476
Q3 2024 Added 0.81%
$0
$12.7 Million 0.01% of portfolio
370,700
Q3 2024 Reduced 4.53%
$0
$6.5 Million 0.01% of portfolio
195,624
Q3 2024 Reduced 2.24%
$0
$14.2 Million 0.01% of portfolio
361,010
Q3 2024 Reduced 1.47%
$0
$5.42 Million 0.01% of portfolio
90,329
Q3 2024 Reduced 4.04%
$0
$8.6 Million 0.01% of portfolio
112,236
Q3 2024 Added 0.54%
$88.5B
$12.2 Million 0.01% of portfolio
5,957
Q3 2024 Reduced 1.16%
$0
$7 Million 0.01% of portfolio
306,709
Q3 2024 Reduced 0.35%
$0
$7.37 Million 0.01% of portfolio
137,203
Q3 2024 Reduced 3.93%
$0
$5.73 Million 0.01% of portfolio
93,005
Q3 2024 Reduced 5.16%
$46B
$6.47 Million 0.01% of portfolio
11,090
Q3 2024 Added 15.63%
$0
$13.5 Million 0.01% of portfolio
105,506
Q3 2024 Added 0.11%
$0
$7.77 Million 0.01% of portfolio
135,781
Q3 2024 Added 1.91%
$0
$13 Million 0.01% of portfolio
63,033
Q3 2024 Added 0.62%
$0
$11.1 Million 0.01% of portfolio
191,327
Q3 2024 Added 8.87%
$0
$10.3 Million 0.01% of portfolio
835,014
Q3 2024 Reduced 0.13%
$0
$10.9 Million 0.01% of portfolio
216,498
Q3 2024 Reduced 3.77%
$21.4B
$5.75 Million 0.01% of portfolio
14,774
Q3 2024 Added 83.66%
$9.42B
$5.86 Million 0.01% of portfolio
28,215
Q3 2024 Added 1.76%
$0
$5.53 Million 0.01% of portfolio
46,298
Q3 2024 Added 19.87%
$1B
$5.56 Million 0.01% of portfolio
51,915
Q3 2024 Reduced 13.23%
$74.6B
$8.09 Million 0.01% of portfolio
104,278
Q3 2024 Reduced 36.17%
$29.7B
$5.38 Million 0.01% of portfolio
321,808
Q3 2024 Added 9.92%
$0
$12 Million 0.01% of portfolio
244,491
Q3 2024 Reduced 1.75%
$54.3B
$8.77 Million 0.01% of portfolio
36,509
Q3 2024 Reduced 0.24%
$121B
$9.03 Million 0.01% of portfolio
69,127
Q3 2024 Added 14.9%
$0
$10.2 Million 0.01% of portfolio
39,331
Q3 2024 Added 13.15%
$0
$8.45 Million 0.01% of portfolio
87,508
Q3 2024 Added 82.63%
$70.8B
$7.65 Million 0.01% of portfolio
170,670
Q3 2024 Reduced 10.29%
$43.8B
$6.48 Million 0.01% of portfolio
43,783
Q3 2024 Added 17.58%
$0
$8.02 Million 0.01% of portfolio
111,771
Q3 2024 Added 0.58%
$93.2B
$5.22 Million 0.01% of portfolio
41,784
Q3 2024 Added 5.87%
$0
$9.54 Million 0.01% of portfolio
91,157
Q3 2024 Reduced 6.05%
$0
$9.39 Million 0.01% of portfolio
197,671
Q3 2024 Added 2.95%
$0
$7.61 Million 0.01% of portfolio
99,186
Q3 2024 Added 0.68%
$0
$8.31 Million 0.01% of portfolio
169,149
Q3 2024 Added 0.69%
$0
$6.59 Million 0.01% of portfolio
112,519
Q3 2024 Added 16.41%
$0
$5.07 Million 0.01% of portfolio
56,210
Q3 2024 Reduced 8.71%
$0
$13 Million 0.01% of portfolio
152,006
Q3 2024 Added 0.36%
$0
$6.01 Million 0.01% of portfolio
82,794
Q3 2024 Added 0.94%
$31.1B
$5.93 Million 0.01% of portfolio
34,391
Q3 2024 Added 3.01%
$0
$11.2 Million 0.01% of portfolio
229,064
Q3 2024 Reduced 2.81%
$10.9B
$10.7 Million 0.01% of portfolio
523,989
Q3 2024 Added 2.47%
$1.09B
$11 Million 0.01% of portfolio
2,986,347
Q3 2024 Added 9.7%
$0
$6.57 Million 0.01% of portfolio
32,421
Q3 2024 Reduced 1.9%
$0
$9.41 Million 0.01% of portfolio
113,079
Q3 2024 Added 11.02%

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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