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
PSTG
Pure Storage, Inc.

Technology
4.93K
New
$48.19 - $66.6 $238K - $329K
4.93K $303K
AIG
American International Group, Inc.

Financial Services
4.16K
New
$70.0 - $79.22 $291K - $330K
4.16K $302K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10K
+ 33.69%
$32.65 - $33.68 $327K - $337K
39.7K $1.3M
MMM
3 M CO

Industrials
3.08K
+ 22.92%
$124.74 - $137.12 $384K - $422K
16.5K $2.13M
SLV
I Shares Silver Trust

ETFs
13K
+ 60.03%
$26.33 - $31.74 $341K - $411K
34.5K $909K
CGGO
Capital Group Global Growth Eq

ETFs
10.1K
New
$29.21 - $30.67 $296K - $310K
10.1K $295K
OUNZ
Van Eck Merk Gold Trust

ETFs
11.7K
New
$24.72 - $26.9 $288K - $314K
11.7K $295K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
37.5K
+ 6.7%
$15.05 - $16.03 $564K - $600K
597K $9.11M
DIS
Walt Disney CO

Communication Services
1.07K
+ 9.34%
$92.39 - $117.6 $98.8K - $126K
12.5K $1.39M
GM
General Motors CO

Consumer Cyclical
4.06K
+ 46.84%
$44.82 - $60.2 $182K - $245K
12.7K $678K
KKR
Kkr & Co. Inc.

Financial Services
1.92K
New
$129.87 - $162.87 $250K - $313K
1.92K $284K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.96K
New
$57.29 - $63.1 $284K - $313K
4.96K $284K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
894
+ 7.94%
$170.03 - $192.78 $152K - $172K
12.1K $2.25M
AVUS
American Centy ETF Tr Avantis

ETFs
2.38K
+ 8.27%
$94.36 - $102.06 $224K - $243K
31.1K $3.02M
ARDX
Ardelyx, Inc.

Healthcare
54K
New
$4.49 - $6.85 $242K - $370K
54K $279K
WHR
Whirlpool Corp

Consumer Cyclical
2.02K
+ 33.28%
$99.28 - $124.45 $201K - $252K
8.1K $926K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.62K
New
$48.59 - $49.45 $273K - $278K
5.62K $276K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.24K
+ 18.46%
$76.21 - $82.24 $247K - $266K
20.8K $1.62M
QCOM
Qualcomm Inc

Technology
2.61K
+ 33.8%
$150.4 - $178.04 $392K - $464K
10.3K $1.59M
BK
Bank Of New York Mellon Corp

Financial Services
2.97K
+ 33.15%
$70.82 - $81.87 $211K - $243K
11.9K $917K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.06K
+ 133.0%
$87.42 - $98.06 $267K - $300K
5.35K $478K
CVX
Chevron Corp

Energy
2.49K
+ 6.69%
$141.15 - $162.53 $352K - $405K
39.8K $5.76M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
186
+ 14.07%
$1146.59 - $1270.6 $213K - $236K
1.51K $1.79M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.1K
New
$101.51 - $140.63 $213K - $296K
2.1K $263K
AN
Autonation, Inc.

Consumer Cyclical
1.69K
+ 60.73%
$155.47 - $182.16 $263K - $308K
4.47K $759K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.58K
+ 11.98%
$63.01 - $68.55 $289K - $314K
42.8K $2.71M
AWK
American Water Works Company, Inc.

Utilities
2.08K
New
$123.83 - $146.07 $257K - $304K
2.08K $258K
ET
Energy Transfer LP

Energy
5.31K
+ 12.33%
$16.05 - $19.86 $85.3K - $105K
48.4K $948K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.47K
New
$57.14 - $64.54 $255K - $288K
4.47K $256K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
24K
New
$10.41 - $11.76 $250K - $282K
24K $254K
SVOL
Simplify ETF Simplify Volatili

ETFs
12.2K
New
$20.4 - $21.93 $249K - $267K
12.2K $253K
ILMN
Illumina, Inc.

Healthcare
1.85K
New
$128.99 - $155.15 $239K - $287K
1.85K $247K
TPL
Texas Pacific Land Corp

Energy
224
New
$915.49 - $1730.0 $205K - $388K
224 $247K
JCI
Johnson Controls International PLC

Industrials
3.04K
+ 72.12%
$74.23 - $86.6 $226K - $264K
7.27K $573K
JBL
Jabil Inc

Technology
1.04K
+ 26.15%
$118.97 - $147.77 $123K - $153K
5.01K $720K
UI
Ubiquiti Inc.

Technology
738
New
$223.6 - $362.72 $165K - $268K
738 $244K
SEIC
Sei Investments CO

Financial Services
2.93K
New
$69.36 - $86.58 $203K - $254K
2.93K $241K
FN
Fabrinet

Technology
1.09K
New
$214.76 - $271.08 $235K - $297K
1.09K $240K
ZM
Zoom Video Communications, Inc.

Technology
1.73K
+ 20.86%
$67.21 - $89.03 $116K - $154K
10K $817K
RDVY
First Trust Rising Dividend Ac

ETFs
4.1K
+ 9.3%
$58.65 - $64.37 $241K - $264K
48.2K $2.85M
TM
Toyota Motor Corp

Consumer Cyclical
1.23K
New
$169.2 - $199.52 $207K - $245K
1.23K $238K
IWM
Ishares Russell 2000 ETF

ETFs
1.07K
+ 4.58%
$216.13 - $242.4 $230K - $258K
24.3K $5.38M
ALL
Allstate Corp

Financial Services
1.12K
+ 17.82%
$181.25 - $208.2 $203K - $233K
7.41K $1.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.71K
+ 77.85%
$50.37 - $50.6 $237K - $238K
10.8K $542K
ROP
Roper Technologies Inc

Industrials
452
New
$519.85 - $575.95 $235K - $260K
452 $234K
HON
Honeywell International Inc

Industrials
687
+ 17.11%
$202.84 - $236.0 $139K - $162K
4.7K $1.06M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.43K
New
$42.25 - $43.54 $229K - $236K
5.43K $232K
VOX
Vanguard Communication Service

ETFs
1.5K
New
$144.31 - $163.57 $217K - $246K
1.5K $232K
JOBY
Joby Aviation, Inc.

Industrials
22.5K
+ 143.83%
$4.8 - $9.16 $108K - $206K
38.1K $309K
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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