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
PODD
Insulet Corp

Healthcare
2.95K
+ 332.36%
$227.79 - $275.7 $672K - $813K
3.84K $1M
NOCT
Innovator Growth 100 Power Buf

ETFs
15.4K
New
$49.49 - $52.11 $762K - $803K
15.4K $790K
XLC
Select Sector Spdr Tr Communic

ETFs
6.81K
+ 34.3%
$89.66 - $102.16 $610K - $695K
26.6K $2.58M
CTAS
Cintas Corp

Industrials
6.24K
+ 40.58%
$182.7 - $226.47 $1.14M - $1.41M
21.6K $3.95M
SPMD
Spdr Portfolio

ETFs
14.2K
+ 89.45%
$54.13 - $59.56 $769K - $846K
30.1K $1.65M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
27.7K
New
$27.09 - $32.06 $751K - $888K
27.7K $776K
ACWI
Ishares Msci Acwi ETF

ETFs
6.61K
New
$117.05 - $123.03 $774K - $813K
6.61K $776K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
33.5K
New
$23.01 - $26.06 $771K - $873K
33.5K $774K
SRLN
Ssga Active Trust

ETFs
18.4K
+ 17.52%
$41.48 - $42.08 $765K - $776K
124K $5.16M
EPD
Enterprise Products Partners L.P.

Energy
23.2K
+ 139.45%
$28.66 - $34.43 $664K - $798K
39.8K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
2.81K
+ 13.8%
$385.02 - $431.37 $1.08M - $1.21M
23.2K $9.01M
VST
Vistra Corp.

Utilities
5.04K
+ 144.51%
$115.74 - $166.61 $584K - $840K
8.53K $1.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.25K
+ 168.61%
$106.33 - $110.69 $771K - $803K
11.6K $1.23M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
36.5K
New
$20.35 - $21.68 $742K - $791K
36.5K $752K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.33K
+ 28.54%
$275.15 - $388.2 $366K - $517K
5.99K $2.05M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
19.9K
New
$36.3 - $37.43 $723K - $745K
19.9K $740K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3K
+ 56.27%
$172.07 - $207.36 $515K - $621K
8.32K $1.64M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
44.6K
+ 391.03%
$22.02 - $46.16 $982K - $2.06M
56K $1.24M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
17.2K
New
$40.59 - $43.47 $700K - $749K
17.2K $700K
XLY
Select Sector Spdr Consumer Di

ETFs
1.7K
+ 12.78%
$194.8 - $239.43 $331K - $406K
15K $3.36M
DFSD
Dimensional ETF Tr Short Durat

ETFs
16.2K
+ 23.58%
$46.75 - $47.8 $756K - $773K
84.7K $3.97M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
14.5K
New
$47.98 - $49.47 $694K - $715K
14.5K $698K
SKX
Skechers Usa Inc

Consumer Cyclical
10.3K
New
$59.24 - $72.0 $611K - $742K
10.3K $693K
IRM
Iron Mountain Inc

Real Estate
6.91K
+ 229.4%
$101.62 - $128.14 $702K - $885K
9.92K $1.04M
BAC
Bank Of America Corp

Financial Services
5.46K
+ 5.27%
$39.22 - $47.77 $214K - $261K
109K $4.8M
XLF
Financial Sector Spdr

ETFs
9.49K
+ 12.9%
$44.89 - $51.34 $426K - $487K
83.1K $4.01M
DVY
Ishares Tr

ETFs
5.3K
+ 64.02%
$129.55 - $143.41 $687K - $761K
13.6K $1.78M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 33.33%
$664750.0 - $724132.5 $665K - $724K
4 $2.72M
UAL
United Airlines Holdings, Inc.

Industrials
6.71K
New
$55.62 - $102.44 $373K - $687K
6.71K $651K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
18.5K
New
$34.83 - $38.05 $643K - $703K
18.5K $651K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.33K
+ 2.11%
$176.42 - $186.91 $940K - $996K
258K $45.9M
LVHI
Franklin International Low Vol

ETFs
20.9K
New
$29.98 - $31.57 $626K - $659K
20.9K $637K
MSTR
Microstrategy Inc

Technology
62
+ 1.24%
$162.69 - $473.83 $10.1K - $29.4K
5.08K $1.47M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6K
New
$101.82 - $114.06 $611K - $684K
6K $619K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
50.6K
New
$11.34 - $12.27 $574K - $621K
50.6K $604K
INTU
Intuit Inc

Technology
847
+ 9.09%
$602.01 - $706.25 $510K - $598K
10.2K $6.39M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
12.7K
New
$45.61 - $50.53 $579K - $641K
12.7K $588K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
6.83K
+ 21.91%
$93.52 - $95.37 $638K - $651K
38K $3.56M
CBRE
Cbre Group, Inc.

Real Estate
4.36K
New
$119.22 - $140.71 $520K - $613K
4.36K $572K
PM
Philip Morris International Inc.

Consumer Defensive
4.99K
+ 17.27%
$118.38 - $133.06 $591K - $664K
33.9K $4.08M
CME
Cme Group Inc.

Financial Services
2.02K
+ 24.09%
$221.17 - $246.02 $447K - $497K
10.4K $2.42M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
11.6K
New
$48.17 - $53.38 $558K - $618K
11.6K $564K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
+ 30.83%
$34.13 - $37.35 $835K - $914K
104K $3.54M
MBB
Ishares Tr

ETFs
20.1K
+ 6.44%
$91.26 - $95.82 $1.83M - $1.93M
332K $30.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
347
+ 2.2%
$370.24 - $418.94 $128K - $145K
16.1K $6.47M
AXP
American Express CO

Financial Services
826
+ 6.89%
$267.35 - $305.57 $221K - $252K
12.8K $3.8M
MU
Micron Technology Inc

Technology
8.15K
+ 112.74%
$84.16 - $113.41 $686K - $925K
15.4K $1.29M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.56K
+ 75.58%
$201.32 - $217.44 $515K - $556K
5.94K $1.23M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
64.6K
New
$8.36 - $8.71 $540K - $563K
64.6K $544K
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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