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
LDOS
Leidos Holdings, Inc.

Technology
173
+ 11.43%
$143.17 - $201.39 $24.8K - $34.8K
1.69K $242K
BBDC
Barings Bdc, Inc.

Financial Services
496
+ 1.33%
$9.27 - $10.33 $4.6K - $5.12K
37.7K $361K
PEG
Public Service Enterprise Group Inc

Utilities
208
+ 4.64%
$81.87 - $94.51 $17K - $19.7K
4.69K $396K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
954
+ 13.69%
$59.24 - $74.8 $56.5K - $71.4K
7.92K $484K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
75
+ 4.18%
$119.34 - $127.78 $8.95K - $9.58K
1.87K $223K
YUM
Yum Brands Inc

Consumer Cyclical
321
+ 3.66%
$130.36 - $139.54 $41.8K - $44.8K
9.1K $1.22M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
893
+ 3.9%
$98.47 - $109.35 $87.9K - $97.6K
23.8K $2.34M
DBAW
Xtrackers Msci All World Ex Us

ETFs
45
+ 0.47%
$33.55 - $35.42 $1.51K - $1.59K
9.63K $327K
AEP
American Electric Power CO Inc

Utilities
926
+ 10.28%
$90.91 - $102.21 $84.2K - $94.6K
9.93K $916K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
16
+ 0.1%
$22.42 - $23.68 $359 - $379
15.5K $346K
OPEN
Opendoor Technologies Inc.

Real Estate
3K
+ 8.23%
$1.6 - $2.34 $4.8K - $7.02K
39.5K $63K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
115
+ 0.38%
$100.24 - $101.35 $11.5K - $11.7K
30.6K $3.07M
VONV
Vanguard Russell 1000 Value Et

ETFs
53
+ 0.74%
$80.87 - $87.69 $4.29K - $4.65K
7.25K $588K
DNP
Dnp Select Income Fund Inc

Financial Services
1.21K
+ 6.37%
$8.82 - $9.96 $10.7K - $12.1K
20.2K $178K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.88K
+ 177.38%
$22.01 - $66.82 $129K - $393K
9.2K $208K
FNDX
Schwab Fundamental U S Large C

ETFs
14.2K
+ 195.45%
$23.49 - $71.77 $334K - $1.02M
21.5K $509K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
857
+ 4.72%
$26.16 - $28.82 $22.4K - $24.7K
19K $498K
EMB
Ishares Tr

ETFs
5.08K
+ 4.96%
$88.94 - $93.46 $452K - $475K
108K $9.58M
BALL
Ball Corp

Consumer Cyclical
850
+ 17.57%
$54.84 - $67.94 $46.6K - $57.7K
5.69K $311K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
216
+ 3.79%
$67.29 - $73.38 $14.5K - $15.9K
5.92K $401K
IWD
Ishares Russell 1000 Val ETF

ETFs
174
+ 1.66%
$183.23 - $199.79 $31.9K - $34.8K
10.7K $1.98M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
29
+ 1.56%
$114.08 - $125.68 $3.31K - $3.64K
1.89K $216K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
139
+ 1.16%
$14.42 - $16.27 $2K - $2.26K
12.1K $174K
DHR
Danaher Corp

Healthcare
248
+ 16.08%
$226.16 - $274.52 $56.1K - $68.1K
1.79K $410K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
345
+ 1.38%
$69.58 - $74.87 $24K - $25.8K
25.4K $1.78M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
946
+ 19.36%
$82.28 - $117.52 $77.8K - $111K
5.83K $494K
DVYE
Ishares Emerging Markets Divid

ETFs
600
+ 4.31%
$25.42 - $29.74 $15.3K - $17.8K
14.5K $375K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.61K
+ 104.19%
$18.41 - $40.87 $140K - $311K
14.9K $275K
IYH
Ishares Tr

ETFs
672
+ 6.88%
$57.53 - $65.24 $38.7K - $43.8K
10.4K $608K
TLRY
Tilray Brands, Inc.

Healthcare
2.04K
+ 2.84%
$1.16 - $1.77 $2.36K - $3.61K
73.9K $98K
LAMR
Lamar Advertising CO

Real Estate
26
+ 1.05%
$121.37 - $138.11 $3.16K - $3.59K
2.5K $303K
HPQ
Hp Inc

Technology
1.5K
+ 6.29%
$32.46 - $39.3 $48.6K - $58.9K
25.3K $825K
ADUS
Addus Home Care Corp

Healthcare
175
+ 2.62%
$118.27 - $133.01 $20.7K - $23.3K
6.84K $857K
PSX
Phillips 66

Energy
300
+ 8.11%
$110.35 - $138.93 $33.1K - $41.7K
4K $455K
WPC
W. P. Carey Inc.

Real Estate
11
+ 0.26%
$53.44 - $61.33 $588 - $675
4.25K $231K
ACGL
Arch Capital Group Ltd.

Financial Services
126
+ 4.93%
$88.71 - $114.86 $11.2K - $14.5K
2.68K $247K
CL
Colgate Palmolive CO

Consumer Defensive
1.07K
+ 9.76%
$90.22 - $102.31 $96.7K - $110K
12.1K $1.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.19K
+ 4.89%
$25.61 - $28.0 $56.1K - $61.3K
46.9K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
196
+ 1.97%
$87.44 - $102.5 $17.1K - $20.1K
10.2K $925K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.07K
+ 7.16%
$58.88 - $64.8 $122K - $134K
31K $1.83M
SCHV
Schwab Strategic Tr Us Large C

ETFs
59.3K
+ 202.32%
$25.79 - $80.4 $1.53M - $4.77M
88.7K $2.31M
HIG
Hartford Financial Services Group, Inc.

Financial Services
424
+ 3.74%
$107.06 - $123.74 $45.4K - $52.5K
11.8K $1.29M
AMCR
Amcor PLC

Consumer Cyclical
18.8K
+ 15.77%
$9.34 - $11.37 $176K - $214K
138K $1.3M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.19K
+ 2.58%
$11.82 - $13.73 $14K - $16.3K
47.2K $568K
SJM
J M Smucker CO

Consumer Defensive
224
+ 3.15%
$106.92 - $121.75 $24K - $27.3K
7.34K $808K
UNP
Union Pacific Corp

Industrials
1.02K
+ 6.47%
$223.15 - $249.32 $228K - $255K
16.8K $3.84M
FNF
Fidelity National Financial, Inc.

Financial Services
106
+ 1.02%
$55.19 - $63.83 $5.85K - $6.77K
10.5K $591K
KO
Coca Cola CO

Consumer Defensive
5.87K
+ 13.23%
$61.74 - $71.71 $362K - $421K
50.2K $3.13M
LHX
L3 Harris Technologies, Inc.

Industrials
174
+ 4.94%
$208.94 - $264.22 $36.4K - $46K
3.7K $777K
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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