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
CTVA
Corteva, Inc.

Basic Materials
557
+ 1.1%
$55.21 - $64.13 $30.8K - $35.7K
51.2K $2.91M
RACE
Ferrari N.V.

Consumer Cyclical
92
+ 4.15%
$422.83 - $490.34 $38.9K - $45.1K
2.31K $980K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.85K
+ 8.17%
$58.46 - $65.6 $108K - $121K
24.5K $1.43M
XLI
Industrial Sector Spdr

ETFs
33
+ 0.18%
$131.76 - $143.99 $4.35K - $4.75K
18.7K $2.46M
NOC
Northrop Grumman Corp

Industrials
222
+ 7.7%
$466.52 - $543.88 $104K - $121K
3.11K $1.46M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
687
+ 2.26%
$33.39 - $37.66 $22.9K - $25.9K
31.1K $1.04M
XCEM
Columbia ETF Tr Ii

ETFs
5
+ 0.02%
$29.6 - $32.67 $148 - $163
23.4K $693K
VRRM
Verra Mobility Corp

Industrials
1.99K
+ 6.09%
$22.68 - $27.76 $45.2K - $55.3K
34.7K $839K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.89K
+ 8.43%
$75.1 - $82.99 $292K - $322K
50K $3.78M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
48.4K
+ 101.87%
$22.63 - $47.53 $1.09M - $2.3M
95.9K $2.18M
XLU
Utilities Sector Spdr

ETFs
155
+ 0.83%
$74.89 - $82.93 $11.6K - $12.9K
18.9K $1.43M
IXUS
Ishares Tr

ETFs
2.89K
+ 6.84%
$65.95 - $72.56 $191K - $210K
45.2K $2.99M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.8K
+ 199.25%
$26.93 - $84.95 $1.64M - $5.16M
91.3K $2.49M
NKE
Nike, Inc.

Consumer Cyclical
2.56K
+ 11.63%
$73.36 - $89.13 $187K - $228K
24.5K $1.86M
CROX
Crocs, Inc.

Consumer Cyclical
79
+ 2.86%
$96.51 - $141.93 $7.62K - $11.2K
2.84K $310K
BLDR
Builders First Source, Inc.

Industrials
473
+ 15.21%
$142.93 - $198.25 $67.6K - $93.8K
3.58K $512K
ASML
Asml Holding Nv

Technology
147
+ 10.73%
$658.43 - $872.27 $96.8K - $128K
1.52K $1.05M
DHI
Horton D R Inc

Consumer Cyclical
725
+ 18.61%
$137.24 - $194.56 $99.5K - $141K
4.62K $646K
DOW
Dow Inc.

Basic Materials
8.4K
+ 28.0%
$39.1 - $55.34 $328K - $465K
38.4K $1.54M
ELV
Elevance Health, Inc.

Healthcare
157
+ 14.38%
$365.96 - $514.62 $57.5K - $80.8K
1.25K $461K
NEE
Nextera Energy Inc

Utilities
3.28K
+ 12.32%
$69.77 - $85.43 $229K - $280K
29.9K $2.14M
VZ
Verizon Communications Inc

Communication Services
19.5K
+ 10.75%
$39.6 - $45.21 $771K - $880K
201K $8.02M
PLD
Prologis, Inc.

Real Estate
100
+ 1.67%
$101.4 - $126.96 $10.1K - $12.7K
6.07K $641K
AMT
American Tower Corp

Real Estate
54
+ 2.12%
$179.4 - $232.01 $9.69K - $12.5K
2.6K $477K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
462
+ 0.69%
$39.3 - $41.34 $18.2K - $19.1K
67K $2.64M
LOW
Lowes Companies Inc

Consumer Cyclical
723
+ 5.86%
$244.52 - $284.07 $177K - $205K
13.1K $3.22M
KMB
Kimberly Clark Corp

Consumer Defensive
54
+ 0.38%
$130.37 - $146.09 $7.04K - $7.89K
14.2K $1.86M
HALO
Halozyme Therapeutics, Inc.

Healthcare
294
+ 1.63%
$42.57 - $61.09 $12.5K - $18K
18.4K $878K
DFAI
Dimensional ETF Tr

ETFs
15K
+ 6.42%
$29.0 - $31.6 $434K - $473K
248K $7.25M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
1.91K
+ 3.3%
$48.5 - $53.31 $92.4K - $102K
59.7K $2.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
804
+ 13.34%
$501.29 - $612.85 $403K - $493K
6.83K $3.55M
LEN
Lennar Corp

Consumer Cyclical
264
+ 6.16%
$136.2 - $188.96 $36K - $49.9K
4.55K $620K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.86K
+ 4.49%
$74.68 - $81.45 $214K - $233K
66.5K $4.98M
ABBV
Abb Vie Inc.

Healthcare
2.98K
+ 7.94%
$164.99 - $203.87 $492K - $607K
40.5K $7.2M
SCHO
Schwab Short Term Us Treasury

ETFs
125K
+ 95.64%
$24.06 - $48.88 $3.02M - $6.13M
256K $6.17M
UNH
Unitedhealth Group Inc

Healthcare
1.35K
+ 11.3%
$485.52 - $625.25 $653K - $841K
13.2K $6.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
87
+ 0.25%
$79.93 - $88.06 $6.95K - $7.66K
35.1K $2.81M
SCHR
Schwab Intermediate Term Us Tr

ETFs
123K
+ 95.59%
$24.19 - $50.58 $2.96M - $6.2M
251K $6.09M
ZTS
Zoetis Inc.

Healthcare
324
+ 2.25%
$162.24 - $194.42 $52.6K - $63K
14.7K $2.4M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.5K
+ 0.67%
$102.08 - $110.92 $153K - $166K
226K $23.2M
MPWR
Monolithic Power Systems Inc

Technology
315
+ 16.85%
$560.06 - $942.58 $176K - $297K
2.18K $1.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.26K
+ 1.96%
$74.5 - $78.37 $317K - $334K
222K $16.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
118K
+ 92.7%
$25.74 - $53.78 $3.02M - $6.32M
244K $6.31M
ADBE
Adobe Inc.

Technology
28
+ 0.33%
$437.39 - $552.96 $12.2K - $15.5K
8.56K $3.8M
MCHP
Microchip Technology Inc

Technology
283
+ 0.99%
$55.51 - $79.05 $15.7K - $22.4K
28.8K $1.65M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.9K
+ 8.23%
$87.1 - $98.49 $1.3M - $1.47M
196K $17.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.4K
+ 6.2%
$55.45 - $61.08 $1.13M - $1.25M
350K $19.4M
AMD
Advanced Micro Devices Inc

Technology
774
+ 3.94%
$118.88 - $172.8 $92K - $134K
20.4K $2.47M
AMAT
Applied Materials Inc

Technology
100
+ 0.42%
$161.44 - $213.89 $16.1K - $21.4K
23.9K $3.89M
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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