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
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
14K
New
$37.81 - $38.94 $530K - $546K
14K $541K
MMYT
Make My Trip LTD

Consumer Cyclical
6.28K
+ 207.4%
N/A
9.3K $800K
MS
Morgan Stanley

Financial Services
1.44K
+ 8.66%
$104.42 - $134.99 $150K - $194K
18K $2.27M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
11.1K
+ 27.09%
$43.97 - $45.33 $490K - $505K
52.3K $2.35M
TROW
Price T Rowe Group Inc

Financial Services
3.95K
+ 19.1%
$106.48 - $124.69 $420K - $492K
24.6K $2.78M
TDIV
First Trust Nasdaq Technology

ETFs
6.79K
New
$78.03 - $82.13 $530K - $557K
6.79K $532K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.91K
+ 22.62%
$81.68 - $82.93 $565K - $573K
37.5K $3.07M
SYF
Synchrony Financial

Financial Services
8.18K
New
$49.01 - $68.55 $401K - $561K
8.18K $531K
CCL
Carnival Corp

Consumer Cyclical
17.5K
+ 117.82%
$17.34 - $26.8 $303K - $468K
32.3K $804K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
10.3K
New
$50.81 - $51.59 $521K - $529K
10.3K $523K
COIN
Coinbase Global, Inc.

Technology
2.1K
New
$163.17 - $343.62 $343K - $723K
2.1K $522K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
9.62K
New
$52.0 - $55.66 $500K - $536K
9.62K $514K
CACI
Caci International Inc

Technology
1.2K
+ 87.46%
N/A
2.57K $1.1M
HWM
Howmet Aerospace Inc.

Industrials
4.46K
+ 177.67%
$99.72 - $120.09 $444K - $535K
6.96K $761K
CEG
Constellation Energy Corp

Utilities
2.48K
+ 139.55%
$224.28 - $285.52 $557K - $709K
4.26K $959K
MSI
Motorola Solutions, Inc.

Technology
1.07K
New
$449.08 - $504.6 $479K - $538K
1.07K $492K
MUB
Ishares National Muni Bond ETF

ETFs
5.26K
+ 15.05%
$105.78 - $108.7 $556K - $572K
40.2K $4.29M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.69K
+ 29.39%
$129.13 - $198.21 $218K - $335K
7.43K $1.38M
LUV
Southwest Airlines CO

Industrials
11.6K
+ 51.72%
$28.99 - $34.84 $336K - $403K
34K $1.14M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
258
+ 3.3%
$173.13 - $258.09 $44.7K - $66.6K
8.07K $1.86M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.91K
New
$229.83 - $258.46 $439K - $494K
1.91K $472K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
15.2K
+ 103.33%
$19.44 - $28.35 $296K - $431K
29.9K $769K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.25K
+ 25.69%
$84.34 - $95.14 $443K - $500K
25.7K $2.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.3K
+ 7.27%
$57.53 - $60.83 $881K - $932K
226K $13M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
32K
New
$14.43 - $15.02 $461K - $480K
32K $462K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
25.3K
New
$18.18 - $19.49 $460K - $494K
25.3K $461K
SOUN
Soundhound Ai, Inc.

Technology
1.07K
+ 3.71%
$4.51 - $24.23 $4.84K - $26K
30K $595K
NOW
Service Now, Inc.

Technology
245
+ 20.45%
$867.18 - $1148.42 $212K - $281K
1.44K $1.53M
SPG
Simon Property Group Inc

Real Estate
2.5K
+ 33.12%
$167.23 - $183.84 $418K - $460K
10.1K $1.73M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
17.2K
New
$26.01 - $28.19 $448K - $485K
17.2K $450K
XEL
Xcel Energy Inc

Utilities
6.65K
New
$62.16 - $72.92 $413K - $485K
6.65K $448K
TRGP
Targa Resources Corp.

Energy
2.48K
New
$150.58 - $207.69 $374K - $515K
2.48K $443K
FICO
Fair Isaac Corp

Technology
221
New
$1911.01 - $2382.4 $422K - $527K
221 $439K
ZS
Zscaler, Inc.

Technology
2.39K
New
$166.99 - $211.99 $399K - $507K
2.39K $431K
WFC
Wells Fargo & Company

Financial Services
4.26K
+ 44.15%
$54.98 - $77.35 $234K - $329K
13.9K $975K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
31.5K
New
$13.12 - $14.37 $413K - $453K
31.5K $428K
SNY
Sanofi

Healthcare
8.77K
New
$45.89 - $57.31 $402K - $503K
8.77K $423K
FTNT
Fortinet, Inc.

Technology
2.26K
+ 18.39%
$76.49 - $99.21 $173K - $224K
14.5K $1.37M
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.8K
New
$17.65 - $18.18 $420K - $433K
23.8K $421K
NEM
Newmont Corp

Basic Materials
11.2K
New
$37.0 - $58.68 $415K - $658K
11.2K $417K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
21.7K
New
$19.11 - $21.17 $414K - $458K
21.7K $416K
XLK
Technology Sector Spdr

ETFs
1.29K
+ 7.6%
$220.26 - $241.44 $285K - $312K
18.3K $4.25M
SCHW
Schwab Charles Corp

Financial Services
5.56K
New
$63.31 - $82.85 $352K - $461K
5.56K $411K
MRVL
Marvell Technology, Inc.

Technology
1.28K
+ 18.49%
$70.31 - $124.78 $90.2K - $160K
8.22K $908K
WELL
Welltower Inc.

Real Estate
3.38K
+ 34.7%
$123.11 - $139.3 $416K - $471K
13.1K $1.65M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
48.8K
New
$8.17 - $8.66 $398K - $422K
48.8K $398K
MTB
M&T Bank Corp

Financial Services
2.12K
New
$172.48 - $221.95 $365K - $469K
2.12K $397K
BMAY
Innovator U.S. Equity Buffer E

ETFs
9.55K
New
$39.2 - $40.69 $374K - $389K
9.55K $385K
PRIM
Primoris Services Corp

Industrials
3.61K
+ 61.55%
$57.06 - $84.91 $206K - $306K
9.47K $723K
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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