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
ADP
Automatic Data Processing Inc

Industrials
4.39K
+ 62.99%
$280.08 - $307.97 $1.23M - $1.35M
11.4K $3.33M
APO
Apollo Global Management, Inc.

Financial Services
8.36K
New
$131.36 - $178.61 $1.1M - $1.49M
8.36K $1.38M
JNJ
Johnson & Johnson

Healthcare
11.5K
+ 69.11%
$143.34 - $165.86 $1.65M - $1.91M
28.2K $4.08M
BX
Blackstone Inc.

Financial Services
6.71K
+ 59.56%
$148.45 - $199.05 $996K - $1.33M
18K $3.1M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
83.4K
New
$16.42 - $18.07 $1.37M - $1.51M
83.4K $1.37M
KMI
Kinder Morgan, Inc.

Energy
27.8K
+ 25.45%
$22.59 - $28.54 $628K - $794K
137K $3.76M
ISRG
Intuitive Surgical Inc

Healthcare
2.33K
+ 87.8%
$471.27 - $550.62 $1.1M - $1.28M
4.99K $2.6M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
17.2K
+ 102.53%
$72.62 - $77.83 $1.25M - $1.34M
34K $2.52M
V
Visa Inc.

Financial Services
1.63K
+ 8.77%
$273.87 - $320.91 $446K - $523K
20.2K $6.39M
XOM
Exxon Mobil Corp

Energy
15.4K
+ 38.56%
$105.51 - $125.37 $1.62M - $1.93M
55.3K $5.95M
COP
Conocophillips

Energy
13K
+ 131.69%
$95.12 - $114.72 $1.24M - $1.5M
23K $2.28M
ISMD
Northern Lts Fd Tr Iv

ETFs
35.3K
+ 14.46%
$36.81 - $40.75 $1.3M - $1.44M
280K $10.5M
EBAY
Ebay Inc

Consumer Cyclical
19.8K
New
$57.51 - $67.17 $1.14M - $1.33M
19.8K $1.23M
ZECP
Zacks Tr Earnings Constant Por

ETFs
42.1K
+ 24.46%
$30.35 - $32.25 $1.28M - $1.36M
214K $6.53M
COST
Costco Wholesale Corp

Consumer Defensive
1.11K
+ 20.38%
$873.59 - $994.69 $973K - $1.11M
6.58K $6.03M
AVEM
American Centy ETF Tr Avantis

ETFs
32.8K
+ 24.51%
$58.59 - $66.14 $1.92M - $2.17M
166K $9.79M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
31.8K
+ 34.95%
$41.17 - $43.34 $1.31M - $1.38M
123K $5.07M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.3K
+ 84.63%
$94.77 - $97.36 $1.17M - $1.2M
26.9K $2.57M
MA
Mastercard Inc

Financial Services
1.55K
+ 15.8%
$491.3 - $536.15 $760K - $829K
11.3K $5.97M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
75.6K
New
$14.38 - $15.35 $1.09M - $1.16M
75.6K $1.13M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.08K
+ 16.3%
$238.25 - $261.28 $1.21M - $1.33M
36.2K $8.77M
GILD
Gilead Sciences, Inc.

Healthcare
9.11K
+ 28.33%
$83.95 - $97.9 $764K - $891K
41.2K $3.81M
JPM
Jpmorgan Chase & CO

Financial Services
1.88K
+ 8.22%
$205.18 - $250.29 $386K - $471K
24.8K $5.94M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
45.1K
New
$21.71 - $25.45 $979K - $1.15M
45.1K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
2.86K
+ 6.89%
$280.04 - $302.45 $802K - $866K
44.4K $12.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
12.3K
+ 28.31%
$83.09 - $89.28 $1.02M - $1.1M
55.6K $4.73M
GOOG
Alphabet Inc.

Communication Services
3.2K
+ 16.59%
$163.08 - $198.16 $522K - $634K
22.5K $4.28M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.32K
+ 34.56%
$417.69 - $450.94 $970K - $1.05M
9.04K $3.85M
NJUL
Innovator Growth 100 Power Buf

Technology
15.6K
New
$60.22 - $63.94 $937K - $995K
15.6K $976K
MMSI
Merit Medical Systems Inc

Healthcare
10.1K
+ 190.09%
$93.76 - $105.52 $948K - $1.07M
15.4K $1.49M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
16K
+ 23.15%
$51.31 - $55.61 $821K - $889K
85.1K $4.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.5K
+ 125.08%
$59.25 - $72.99 $1.15M - $1.42M
35K $2.09M
HAS
Hasbro, Inc.

Consumer Cyclical
16.9K
New
$55.71 - $72.94 $939K - $1.23M
16.9K $942K
WMB
Williams Companies, Inc.

Energy
13.4K
+ 53.98%
$46.37 - $59.74 $624K - $803K
38.4K $2.08M
BNDX
Vanguard Total International B

ETFs
34.3K
+ 5.64%
$48.91 - $50.61 $1.68M - $1.73M
642K $31.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
162
+ 102.53%
$4100.99 - $5300.34 $664K - $859K
320 $1.59M
ORCL
Oracle Corp

Technology
5.84K
+ 36.02%
$165.41 - $192.43 $965K - $1.12M
22K $3.67M
JD
Jd.Com, Inc.

Consumer Cyclical
25.9K
New
$33.35 - $47.1 $864K - $1.22M
25.9K $898K
VB
Vanguard Small Cap ETF

ETFs
2.45K
+ 2.44%
$233.76 - $261.58 $572K - $640K
103K $24.7M
SHOP
Shopify Inc.

Technology
6.99K
+ 123.73%
$78.14 - $119.49 $546K - $835K
12.6K $1.34M
AUSF
Global X Fds Adaptive U S Fact

ETFs
21.2K
New
$41.71 - $45.09 $883K - $955K
21.2K $889K
GS
Goldman Sachs Group Inc

Financial Services
951
+ 21.79%
$486.1 - $608.57 $462K - $579K
5.32K $3.04M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
39.4K
New
$16.43 - $22.77 $648K - $897K
39.4K $868K
CAG
Conagra Brands Inc.

Consumer Defensive
30.7K
New
$26.48 - $32.72 $814K - $1.01M
30.7K $852K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
8.8K
New
$93.27 - $105.01 $821K - $924K
8.8K $847K
MELI
Mercadolibre Inc

Consumer Cyclical
524
+ 393.98%
$1666.0 - $2117.3 $873K - $1.11M
657 $1.12M
IJK
Ishares S&P Midcap 400 Growth

ETFs
9.42K
+ 56.62%
$90.66 - $99.46 $854K - $937K
26.1K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
6.07K
+ 18.31%
$161.05 - $179.7 $977K - $1.09M
39.2K $6.57M
FOUR
Shift4 Payments, Inc.

Technology
7.68K
New
$88.26 - $114.95 $678K - $883K
7.68K $796K
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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