Creative One Wealth, LLC Purchases in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.27M
+ 107.86%
$44.83 - $47.42 $56.7M - $60M
2.44M $115M
EFV
Msci Eafe Value ETF

ETFs
380K
+ 225.14%
$51.72 - $57.96 $19.6M - $22M
548K $31.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
36.3K
+ 75.41%
$517.38 - $573.86 $18.8M - $20.8M
84.4K $48.4M
AAPL
Apple Inc.

Technology
55.5K
+ 39.87%
$207.23 - $234.82 $11.5M - $13M
195K $45.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
76.5K
+ 43.41%
$162.64 - $179.3 $12.4M - $13.7M
253K $45.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
152K
+ 85.07%
$90.01 - $95.32 $13.7M - $14.5M
331K $31.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
273K
+ 47.21%
$44.24 - $49.47 $12.1M - $13.5M
850K $42.1M
SECT
Sector 10, Inc.

ETFs
250K
+ 101.37%
$48.64 - $53.77 $12.2M - $13.5M
497K $26.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
131K
+ 33.37%
$84.77 - $97.13 $11.1M - $12.7M
524K $50.2M
VEA
Vanguard Ftse Developed Market

ETFs
183K
+ 15.25%
$47.6 - $53.31 $8.73M - $9.78M
1.39M $73.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26.5K
+ 740.22%
$405.19 - $478.57 $10.8M - $12.7M
30.1K $13.9M
NVDA
Nvidia Corp

Technology
97.1K
+ 52.74%
$98.91 - $134.91 $9.61M - $13.1M
281K $34.2M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
328K
New
$31.89 - $34.06 $10.5M - $11.2M
328K $11.2M
MSFT
Microsoft Corp

Technology
28.2K
+ 41.95%
$395.15 - $467.56 $11.2M - $13.2M
95.6K $41.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
54.3K
+ 618.85%
$162.83 - $179.16 $8.84M - $9.72M
63K $11.3M
EFG
Msci Eafe Growth ETF

ETFs
80K
+ 40.32%
$96.84 - $108.77 $7.75M - $8.7M
278K $30M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
180K
+ 1024.24%
$44.46 - $48.11 $8.01M - $8.67M
198K $9.52M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
187K
New
$43.5 - $45.75 $8.12M - $8.54M
187K $8.54M
MBB
Ishares Tr

ETFs
77.5K
+ 33.03%
$90.85 - $96.66 $7.04M - $7.49M
312K $29.9M
IVE
Ishares S&P 500 Value ETF

ETFs
35.1K
+ 44.24%
$181.06 - $197.17 $6.36M - $6.93M
115K $22.6M
ZG
Zillow Group, Inc.

Communication Services
112K
+ 164.43%
$40.35 - $65.79 $4.51M - $7.35M
180K $11.1M
IVV
Ishares Core S&P 500 ETF

ETFs
11.3K
+ 25.62%
$520.18 - $576.82 $5.89M - $6.53M
55.5K $32M
TLT
Ishares Barclays 20+ Year Trea

ETFs
72.1K
+ 66.11%
$89.91 - $101.33 $6.49M - $7.31M
181K $17.8M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
53K
+ 30.84%
$94.32 - $105.04 $5M - $5.57M
225K $23.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
112K
+ 51.5%
$56.04 - $62.99 $6.28M - $7.06M
330K $20.1M
IYW
Ishares Dj Us Tech ETF

ETFs
47K
+ 50.96%
$133.16 - $158.73 $6.26M - $7.46M
139K $21.1M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
159K
+ 1542.64%
$42.73 - $44.94 $6.81M - $7.16M
170K $7.62M
VUG
Vanguard Growth ETF

ETFs
13.4K
+ 7.49%
$341.08 - $391.94 $4.59M - $5.27M
193K $74.1M
CORP
Pimco Investment Grade Corp Bd

ETFs
60.3K
+ 102.71%
$94.36 - $100.01 $5.69M - $6.03M
119K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
36.3K
+ 42.04%
$161.02 - $200.0 $5.85M - $7.27M
123K $22.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
117K
+ 331.3%
$50.52 - $50.95 $5.89M - $5.94M
152K $7.73M
FTHI
First Trust Exchange Traded Fd

ETFs
246K
New
$21.47 - $23.16 $5.28M - $5.7M
246K $5.66M
DFAU
Dimensional ETF Tr

ETFs
133K
New
$35.8 - $39.69 $4.75M - $5.26M
133K $5.26M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21.9K
+ 237.78%
$211.47 - $281.27 $4.64M - $6.17M
31.2K $7.65M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
69.5K
+ 17.25%
$41.9 - $48.26 $2.91M - $3.36M
472K $22.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
155K
+ 48.22%
$28.1 - $29.89 $4.35M - $4.63M
476K $14.2M
VNQ
Vanguard Specialized Funds Van

ETFs
27.8K
+ 17.27%
$82.97 - $98.97 $2.3M - $2.75M
188K $18.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.94K
+ 17.72%
$434.77 - $502.96 $3.89M - $4.5M
59.4K $29M
VB
Vanguard Small Cap ETF

ETFs
13.2K
+ 15.21%
$214.77 - $237.72 $2.84M - $3.15M
100K $23.8M
MBSD
Flexshares Tr Disciplined Dura

ETFs
225K
+ 314.57%
$20.12 - $21.11 $4.52M - $4.74M
296K $6.21M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
48.5K
+ 13.95%
$76.38 - $78.87 $3.7M - $3.82M
396K $31.2M
SHV
Ishares Tr

ETFs
39.8K
New
$110.05 - $110.63 $4.38M - $4.4M
39.8K $4.4M
META
Meta Platforms, Inc.

Communication Services
5.79K
+ 38.61%
$453.41 - $572.44 $2.62M - $3.31M
20.8K $11.9M
EMB
Ishares Tr

ETFs
40.8K
+ 66.09%
$87.75 - $93.74 $3.58M - $3.82M
102K $9.59M
PEP
Pepsico Inc

Consumer Defensive
23.5K
+ 147.7%
$161.9 - $179.3 $3.81M - $4.22M
39.5K $6.71M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
41.2K
+ 20.83%
$69.16 - $76.64 $2.85M - $3.16M
239K $18M
BNDX
Vanguard Total International B

ETFs
63K
+ 11.57%
$48.42 - $50.35 $3.05M - $3.17M
608K $30.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
113K
+ 159.58%
$31.05 - $34.29 $3.5M - $3.86M
183K $6.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
57K
+ 37.1%
$54.98 - $59.51 $3.14M - $3.39M
211K $12.5M
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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