Creative One Wealth, LLC Purchases in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
445
+ 20.37%
$220.02 - $243.75 $97.9K - $108K
2.63K $596K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.6K
New
$6.37 - $7.15 $67.8K - $76.1K
10.6K $70K
CR
Crane Holdings, Co.

Industrials
787
+ 9.82%
$148.97 - $184.96 $117K - $146K
8.8K $1.34M
BDCZ
Ubs Ag

ETFs
3.05K
+ 13.08%
$18.22 - $19.39 $55.5K - $59.1K
26.3K $510K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.94K
+ 30.62%
$23.29 - $23.93 $68.4K - $70.3K
12.5K $294K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
447
+ 8.54%
$121.89 - $135.52 $54.5K - $60.6K
5.68K $710K
RWK
Invesco Exchange Traded Fd Tr

ETFs
544
+ 9.76%
$114.67 - $126.49 $62.4K - $68.8K
6.12K $710K
PMAR
Innovator U.S. Equity Power Bu

ETFs
722
+ 2.24%
$39.04 - $40.41 $28.2K - $29.2K
32.9K $1.32M
MAR
Marriott International Inc

Consumer Cyclical
21
+ 1.19%
$246.06 - $292.59 $5.17K - $6.14K
1.79K $500K
ABC
Amerisourcebergen Corp

Healthcare
322
+ 5.98%
N/A
5.71K $1.06M
XLV
Select Sector Spdr Fund Health

ETFs
2.35K
+ 14.52%
$136.28 - $154.74 $320K - $364K
18.5K $2.55M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.04K
+ 4.66%
$30.04 - $32.01 $31.1K - $33.2K
23.3K $731K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.39K
+ 33.35%
$123.8 - $167.8 $172K - $233K
5.55K $698K
ALTL
Pacer Lunt Large Cap Altenator

Technology
2.04K
+ 10.04%
$37.07 - $39.88 $75.4K - $81.2K
22.3K $828K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.79K
+ 31.08%
$26.65 - $29.34 $74.2K - $81.7K
11.7K $318K
EBND
Spdr Bloomberg Emerging Market

ETFs
4.33K
+ 23.61%
$19.53 - $21.1 $84.6K - $91.4K
22.7K $443K
PHK
Pimco High Income Fund

Financial Services
11K
New
$4.85 - $5.16 $53.3K - $56.7K
11K $53K
PHYS
Sprott Physical Gold Trust

Financial Services
3.44K
+ 5.38%
$19.66 - $21.66 $67.5K - $74.4K
67.3K $1.36M
PAPR
Innovator U.S. Equity Power Bu

ETFs
692
+ 1.94%
$35.71 - $37.1 $24.7K - $25.7K
36.3K $1.33M
EVRG
Evergy, Inc.

Utilities
923
+ 7.74%
$59.06 - $65.0 $54.5K - $60K
12.8K $790K
IEV
Ishares Tr Europe ETF

ETFs
1.55K
+ 31.68%
$52.03 - $57.63 $80.6K - $89.3K
6.44K $335K
WDAY
Workday, Inc.

Technology
43
+ 1.51%
$233.85 - $279.91 $10.1K - $12K
2.89K $745K
TT
Trane Technologies PLC

Industrials
227
+ 12.54%
$369.35 - $419.14 $83.8K - $95.1K
2.04K $752K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.28K
+ 27.86%
$64.62 - $71.43 $82.4K - $91.1K
5.85K $378K
IEFA
Ishares Tr

ETFs
2.18K
+ 16.21%
$70.06 - $77.43 $153K - $169K
15.7K $1.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.62K
+ 3.19%
$22.39 - $23.45 $126K - $132K
182K $4.18M
HRL
Hormel Foods Corp

Consumer Defensive
1.94K
+ 4.52%
$29.21 - $33.55 $56.8K - $65.2K
45K $1.41M
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.38K
+ 17.81%
$43.73 - $45.64 $60.5K - $63.2K
9.16K $400K
MINO
Pimco ETF Tr Municipal Income

ETFs
1.46K
+ 7.54%
$44.94 - $46.07 $65.5K - $67.1K
20.8K $936K
HYGV
Flexshares Tr High Yield Value

ETFs
1.38K
+ 11.32%
$40.53 - $41.51 $55.9K - $57.3K
13.6K $552K
PAUG
Innovator U.S. Equity Power Bu

ETFs
712
+ 2.67%
$37.61 - $38.92 $26.8K - $27.7K
27.4K $1.06M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.11K
+ 32.84%
$72.97 - $96.75 $373K - $494K
20.7K $1.54M
HBAN
Huntington Bancshares Inc

Financial Services
762
+ 3.96%
$14.18 - $18.2 $10.8K - $13.9K
20K $325K
CBOE
Cboe Global Markets, Inc.

Financial Services
426
+ 9.15%
$191.61 - $217.84 $81.6K - $92.8K
5.08K $993K
OTIS
Otis Worldwide Corp

Industrials
707
+ 31.99%
$92.57 - $106.01 $65.4K - $74.9K
2.92K $270K
CMI
Cummins Inc

Industrials
54
+ 5.92%
$324.93 - $383.42 $17.5K - $20.7K
966 $336K
DLR
Digital Realty Trust, Inc.

Real Estate
35
+ 1.57%
$156.46 - $195.69 $5.48K - $6.85K
2.27K $401K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
797
+ 5.97%
$50.67 - $50.9 $40.4K - $40.6K
14.1K $717K
MET
Metlife Inc

Financial Services
495
+ 5.53%
$78.15 - $88.25 $38.7K - $43.7K
9.45K $774K
GLW
Corning Inc

Technology
238
+ 2.39%
$44.11 - $49.76 $10.5K - $11.8K
10.2K $483K
AEE
Ameren Corp

Utilities
289
+ 5.52%
$85.81 - $94.98 $24.8K - $27.4K
5.52K $492K
EMHC
Spdr Bloomberg Emerging Market
2.05K
+ 19.99%
$23.7 - $25.01 $48.5K - $51.2K
12.3K $292K
SONY
Sony Group Corp

Technology
8.95K
+ 430.69%
$17.53 - $96.8 $157K - $867K
11K $233K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
164
+ 2.12%
$43.37 - $51.46 $7.11K - $8.44K
7.9K $380K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
950
+ 33.53%
$64.29 - $75.41 $61.1K - $71.6K
3.78K $244K
GPN
Global Payments Inc

Industrials
7
+ 0.22%
$97.57 - $119.38 $683 - $836
3.17K $354K
DUK
Duke Energy Corp

Utilities
958
+ 9.84%
$105.76 - $120.76 $101K - $116K
10.7K $1.15M
MANH
Manhattan Associates Inc

Technology
310
+ 6.46%
$263.36 - $309.78 $81.6K - $96K
5.11K $1.38M
JULZ
Listed Fds Tr Trueshares Struc

Technology
781
+ 15.89%
N/A
5.7K $221K
Activity Summary
Buys All Purchases 754 New Holdings 182 Increased Positions 572 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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