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
LDOS
Leidos Holdings, Inc.

Technology
1.51K
New
$142.66 - $163.02 $216K - $247K
1.51K $246K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
748
+ 1.31%
$48.89 - $54.14 $36.6K - $40.5K
57.7K $3.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
879
+ 42.46%
$218.05 - $243.47 $192K - $214K
2.95K $717K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.66K
+ 26.86%
$35.57 - $37.86 $201K - $214K
26.7K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
478
+ 40.13%
$290.16 - $384.01 $139K - $184K
1.67K $615K
CTRA
Coterra Energy Inc.

Energy
15.6K
+ 31.78%
$22.62 - $27.37 $353K - $427K
64.7K $1.55M
EXPD
Expeditors International Of Washington Inc

Industrials
1.82K
New
$116.1 - $131.42 $211K - $239K
1.82K $238K
ETSY
Etsy Inc

Consumer Cyclical
4.28K
New
$51.5 - $65.47 $220K - $280K
4.28K $237K
IWN
Ishares Russell2000 Val ETF

ETFs
386
+ 3.27%
$150.05 - $171.34 $57.9K - $66.1K
12.2K $2.04M
PANW
Palo Alto Networks Inc

Technology
607
+ 6.44%
$294.18 - $368.01 $179K - $223K
10K $3.43M
FCX
Freeport Mcmoran Inc

Basic Materials
4.11K
+ 19.46%
$39.52 - $51.92 $162K - $213K
25.2K $1.26M
CEG
Constellation Energy Corp

Utilities
625
+ 54.11%
$167.08 - $262.86 $104K - $164K
1.78K $462K
DBX
Dropbox, Inc.

Technology
9.12K
New
$21.42 - $25.44 $195K - $232K
9.12K $231K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.92K
New
$108.44 - $120.37 $208K - $231K
1.92K $230K
KHC
Kraft Heinz CO

Consumer Defensive
6.58K
New
$31.86 - $36.13 $210K - $238K
6.58K $230K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.59K
New
$23.04 - $24.06 $221K - $231K
9.59K $230K
OTIS
Otis Worldwide Corp

Industrials
2.21K
New
$91.43 - $104.43 $202K - $231K
2.21K $229K
PGR
Progressive Corp

Financial Services
905
New
$209.46 - $259.24 $190K - $235K
905 $229K
POCT
Innovator U.S. Equity Power Bu

ETFs
4.08K
+ 3.88%
$37.79 - $38.95 $154K - $159K
109K $4.26M
IT
Gartner Inc

Technology
451
New
$441.32 - $516.47 $199K - $233K
451 $228K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.8K
New
$110.06 - $128.44 $198K - $231K
1.8K $228K
CFG
Citizens Financial Group Inc

Financial Services
5.53K
New
$35.24 - $43.24 $195K - $239K
5.53K $227K
TD
Toronto Dominion Bank

Financial Services
3.59K
New
$54.54 - $64.56 $196K - $232K
3.59K $226K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.21K
New
$22.43 - $24.11 $207K - $222K
9.21K $222K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.21K
+ 74.64%
$169.92 - $205.38 $205K - $248K
2.82K $540K
AMT
American Tower Corp

Real Estate
633
+ 33.07%
$192.27 - $242.73 $122K - $154K
2.55K $592K
EMN
Eastman Chemical CO

Basic Materials
1.96K
New
$93.82 - $113.74 $184K - $222K
1.96K $218K
LHX
L3 Harris Technologies, Inc.

Industrials
762
+ 27.6%
$221.96 - $243.27 $169K - $185K
3.52K $838K
APA
Apa Corp

Energy
8.94K
New
$23.34 - $32.22 $209K - $288K
8.94K $218K
ADSK
Autodesk, Inc.

Technology
893
+ 109.57%
$245.83 - $245.83 $220K - $220K
1.71K $419K
HSBC
Hsbc Holdings PLC

Financial Services
4.81K
New
$40.42 - $45.91 $195K - $221K
4.81K $217K
PH
Parker Hannifin Corp

Industrials
187
+ 24.04%
$501.01 - $635.92 $93.7K - $119K
965 $609K
UTHR
United Therapeutics Corp

Healthcare
600
New
$311.04 - $363.55 $187K - $218K
600 $215K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
2.83K
New
$68.44 - $75.62 $194K - $214K
2.83K $213K
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.58K
New
$44.13 - $47.01 $202K - $215K
4.58K $213K
CLX
Clorox CO

Consumer Defensive
1.31K
New
$131.73 - $166.97 $172K - $218K
1.31K $213K
AZN
Astrazeneca PLC

Healthcare
2.71K
New
$76.67 - $87.62 $208K - $238K
2.71K $211K
FBNC
First Bancorp

Financial Services
5.07K
New
$31.65 - $44.54 $160K - $226K
5.07K $210K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.8K
+ 95.13%
$18.35 - $19.01 $198K - $205K
22.2K $420K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.01K
New
$186.75 - $211.16 $188K - $212K
1.01K $208K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.3K
New
$79.58 - $91.64 $183K - $211K
2.3K $208K
EUSB
Ishares Tr Esg Advanced Total

Technology
4.71K
New
$42.09 - $44.64 $198K - $210K
4.71K $208K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 29.04%
$147.95 - $191.05 $177K - $229K
5.32K $924K
HUM
Humana Inc

Healthcare
656
New
$310.25 - $404.52 $204K - $265K
656 $207K
PODD
Insulet Corp

Healthcare
887
New
$180.69 - $239.01 $160K - $212K
887 $206K
FANG
Diamondback Energy, Inc.

Energy
2.03K
+ 39.23%
$168.46 - $210.94 $341K - $428K
7.19K $1.24M
MGV
Vanguard Mega Cap Value

ETFs
1.38K
+ 45.74%
$118.0 - $128.28 $162K - $177K
4.38K $562K
QJUN
First Tr ETF
7.61K
New
$24.85 - $27.22 $189K - $207K
7.61K $205K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.3K
New
$81.17 - $90.77 $186K - $208K
2.3K $205K
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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