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
GLD
Spdr Gold Trust

ETFs
1.06K
+ 4.04%
$236.59 - $257.5 $250K - $272K
27.3K $6.6M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
5.24K
+ 29.79%
$46.9 - $50.96 $246K - $267K
22.8K $1.08M
FLEX
Flex Ltd.

Technology
3.88K
+ 24.15%
$32.52 - $41.3 $126K - $160K
19.9K $765K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
6.76K
+ 12.71%
$51.82 - $54.2 $350K - $367K
60K $3.11M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.02K
New
$31.36 - $32.75 $220K - $230K
7.02K $226K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
350
+ 4.24%
$47.29 - $84.74 $16.6K - $29.7K
8.61K $641K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.19K
+ 10.37%
$138.92 - $149.97 $166K - $179K
12.7K $1.84M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.99K
New
$54.54 - $61.04 $218K - $244K
3.99K $222K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
7.8K
+ 12.9%
$46.69 - $49.2 $364K - $384K
68.3K $3.19M
NXPI
Nxp Semiconductors N.V.

Technology
1.21K
+ 137.05%
$207.27 - $255.58 $250K - $308K
2.09K $433K
IEMG
Ishares Inc

ETFs
4.07K
+ 11.71%
N/A
38.8K $2.08M
TTWO
Take Two Interactive Software Inc

Communication Services
1.19K
New
$147.66 - $190.46 $176K - $227K
1.19K $219K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
846
+ 20.53%
$198.04 - $221.51 $168K - $187K
4.97K $1.05M
FOXA
Fox Corp

Communication Services
1.8K
+ 8.62%
$41.35 - $49.99 $74.6K - $90.1K
22.7K $1.1M
PEP
Pepsico Inc

Consumer Defensive
6.1K
+ 15.45%
$151.29 - $176.1 $922K - $1.07M
45.6K $6.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.1K
+ 14.2%
$38.37 - $42.82 $466K - $520K
97.6K $3.75M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.45K
New
$46.48 - $51.32 $207K - $228K
4.45K $214K
ACN
Accenture PLC

Technology
623
+ 13.63%
$343.9 - $376.86 $214K - $235K
5.19K $1.83M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.55K
New
$29.25 - $33.27 $192K - $218K
6.55K $211K
FDN
First Tr Fd Dow Jones

ETFs
866
New
$210.5 - $257.24 $182K - $223K
866 $210K
IYE
Ishares Tr

ETFs
4.61K
New
$43.93 - $51.37 $202K - $237K
4.61K $209K
MAIN
Main Street Capital Corp

Financial Services
3.55K
New
$49.95 - $58.58 $178K - $208K
3.55K $208K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.78K
+ 23.91%
$77.25 - $91.3 $138K - $163K
9.25K $789K
CMF
Ishares California Muni Bond E

ETFs
3.61K
New
$56.66 - $58.1 $205K - $210K
3.61K $206K
XLB
Select Sector Spdr Fd Material

ETFs
2.84K
+ 102.3%
$83.8 - $97.58 $238K - $277K
5.62K $473K
MOS
Mosaic CO

Basic Materials
8.4K
New
$23.87 - $28.34 $201K - $238K
8.4K $206K
SHV
Ishares Tr

ETFs
2.05K
+ 5.15%
$109.92 - $110.57 $225K - $226K
41.8K $4.6M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.83K
New
$34.96 - $35.65 $204K - $208K
5.83K $204K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.03K
+ 16.52%
$157.33 - $189.22 $163K - $196K
7.29K $1.23M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.89K
+ 2.5%
$77.02 - $78.58 $761K - $777K
406K $31.4M
LAD
Lithia Motors Inc

Consumer Cyclical
404
+ 27.8%
$303.15 - $394.27 $122K - $159K
1.86K $663K
DELL
Dell Technologies Inc.

Technology
1.75K
New
$111.96 - $144.21 $196K - $253K
1.75K $201K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.22K
+ 28.61%
$22.72 - $23.0 $209K - $212K
41.4K $944K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.41K
New
$128.7 - $152.73 $182K - $216K
1.41K $200K
EW
Edwards Lifesciences Corp

Healthcare
2.72K
New
$64.54 - $75.92 $175K - $206K
2.72K $200K
CSX
Csx Corp

Industrials
12.7K
+ 13.55%
$31.58 - $36.88 $401K - $469K
107K $3.44M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.29K
+ 8.4%
$91.29 - $91.8 $209K - $210K
29.6K $2.7M
EXEL
Exelixis, Inc.

Healthcare
4.16K
+ 53.12%
$25.39 - $36.46 $106K - $152K
12K $399K
BIGZ
Black Rock Innovation & Growth Trust
26.2K
New
$7.43 - $8.08 $195K - $212K
26.2K $195K
USMC
Principal ETF U S Mega Cap

ETFs
1.8K
+ 6.29%
$56.37 - $61.98 $102K - $112K
30.5K $1.83M
ITA
Ishares Tr

ETFs
1.37K
+ 78.9%
$144.31 - $157.31 $198K - $216K
3.11K $452K
PAXS
Pimco Access Income Fund

Financial Services
12.6K
New
$15.13 - $17.17 $191K - $216K
12.6K $191K
NET
Cloudflare, Inc.

Technology
58
+ 0.84%
$78.11 - $117.56 $4.53K - $6.82K
6.98K $751K
PFE
Pfizer Inc

Healthcare
17.9K
+ 15.2%
$24.8 - $30.19 $444K - $540K
136K $3.6M
SOXX
Ishares Semiconductor ETF

ETFs
948
+ 107.12%
$211.27 - $239.8 $200K - $227K
1.83K $394K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
18.8K
New
$9.94 - $11.39 $187K - $214K
18.8K $188K
LLY
Eli Lilly & CO

Healthcare
1.48K
+ 17.62%
$727.2 - $932.06 $1.08M - $1.38M
9.9K $7.64M
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.06K
+ 40.13%
$40.31 - $42.43 $204K - $215K
17.7K $715K
OPCH
Option Care Health, Inc.

Healthcare
12.8K
+ 89.31%
$21.74 - $31.64 $279K - $406K
27.2K $631K
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email