Creative One Wealth, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.51 Billion distributed in 1287 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $109M, Vanguard Value ETF with a value of $71.6M, Vanguard Growth ETF with a value of $69.8M, Vanguard Ftse Developed Market with a value of $66.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $56.8M.
Examining the 13F form we can see an increase of $947M in the current position value, from $1.56B to 2.51B.
Creative One Wealth, LLC is based out at Overland Park, KS
Below you can find more details about Creative One Wealth, LLC portfolio as well as his latest detailed transactions.