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
SYK
Stryker Corp

Healthcare
508
+ 24.45%
$345.14 - $392.15 $175K - $199K
2.59K $931K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.16K
+ 22.37%
$81.39 - $94.14 $176K - $203K
11.8K $1.01M
RTX
Raytheon Technologies Corp

Industrials
2.39K
+ 13.23%
$114.45 - $127.21 $274K - $304K
20.5K $2.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
576
+ 19.53%
$241.48 - $274.89 $139K - $158K
3.53K $894K
IBM
International Business Machines Corp

Technology
941
+ 3.8%
$204.9 - $238.04 $193K - $224K
25.7K $5.65M
PGR
Progressive Corp

Financial Services
787
+ 86.96%
$239.6 - $268.88 $189K - $212K
1.69K $405K
AVT
Avnet Inc

Technology
3.6K
+ 45.08%
$52.09 - $57.69 $187K - $208K
11.6K $605K
CRNT
Ceragon Networks LTD

Technology
36.8K
New
$2.4 - $4.95 $88.3K - $182K
36.8K $171K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.92K
+ 6.64%
$61.52 - $66.5 $118K - $128K
30.8K $1.97M
XLP
Consumer Staples Sector Spdr

ETFs
2.17K
+ 5.79%
N/A
39.6K $3.01M
CLX
Clorox CO

Consumer Defensive
1.02K
+ 78.29%
$156.51 - $169.74 $160K - $174K
2.33K $378K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.08K
+ 1.68%
$33.92 - $36.6 $105K - $113K
186K $6.45M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
9.37K
+ 42.29%
$18.41 - $18.97 $173K - $178K
31.5K $583K
SNPS
Synopsys Inc

Technology
431
+ 19.16%
$485.36 - $588.0 $209K - $253K
2.68K $1.3M
VBR
Vanguard Small Cap Value ETF

ETFs
1.06K
+ 5.52%
$197.36 - $217.3 $209K - $230K
20.2K $4.01M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.01K
+ 5.82%
$40.12 - $41.68 $121K - $125K
54.7K $2.25M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.01K
+ 50.0%
$129.96 - $144.97 $132K - $147K
3.04K $423K
DGX
Quest Diagnostics Inc

Healthcare
1.14K
+ 21.28%
N/A
6.48K $888K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.1K
+ 12.11%
$57.78 - $60.4 $237K - $247K
37.9K $2.2M
HYD
Vaneck High Yield Muni ETF

ETFs
3.4K
+ 19.7%
$51.09 - $53.06 $174K - $180K
20.6K $1.07M
FISV
Fiserv Inc

Technology
1.24K
+ 13.62%
N/A
10.3K $1.29M
AAL
American Airlines Group Inc.

Industrials
14K
New
N/A
14K $154K
VTR
Ventas, Inc.

Real Estate
2.96K
+ 77.57%
$57.73 - $66.48 $171K - $197K
6.79K $399K
SRTS
Sensus Healthcare, Inc.

Healthcare
22.4K
New
$5.95 - $8.95 $133K - $201K
22.4K $153K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.87K
+ 35.56%
$30.93 - $33.94 $212K - $233K
26.2K $811K
AZN
Astrazeneca PLC

Healthcare
2.85K
+ 104.9%
$63.2 - $79.58 $180K - $226K
5.56K $364K
VLO
Valero Energy Corp

Energy
2.24K
+ 23.04%
$118.59 - $144.02 $266K - $323K
12K $1.47M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
1.33K
+ 22.14%
$125.0 - $133.2 $166K - $177K
7.32K $916K
IP
International Paper CO

Consumer Cyclical
821
+ 3.77%
$46.64 - $59.57 $38.3K - $48.9K
22.6K $1.22M
INCY
Incyte Corp

Healthcare
1.9K
+ 27.51%
$65.08 - $83.38 $124K - $159K
8.82K $608K
PANW
Palo Alto Networks Inc

Technology
9.64K
+ 96.09%
$181.96 - $405.9 $1.75M - $3.91M
19.7K $3.58M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.66K
+ 32.9%
$68.06 - $76.27 $181K - $203K
10.7K $735K
DVN
Devon Energy Corp

Energy
8.88K
+ 40.04%
$30.52 - $42.96 $271K - $381K
31.1K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
382
+ 13.92%
$264.18 - $304.19 $101K - $116K
3.13K $875K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.69K
+ 28.52%
$48.45 - $52.57 $130K - $142K
12.1K $603K
MEAR
Blackrock Short Maturity Munic

ETFs
2.83K
+ 23.05%
$49.94 - $50.28 $141K - $142K
15.1K $755K
DBX
Dropbox, Inc.

Technology
3.16K
+ 34.66%
$25.05 - $30.8 $79.1K - $97.3K
12.3K $368K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
9.82K
+ 58.8%
$14.52 - $15.51 $143K - $152K
26.5K $389K
EEM
Ishares Msci Emerging Markets

ETFs
4.89K
+ 27.66%
$41.82 - $47.36 $204K - $231K
22.6K $943K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
5.83K
+ 28.15%
$22.04 - $23.08 $129K - $135K
26.6K $594K
SRE
Sempra Energy

Utilities
1K
+ 9.78%
$80.81 - $94.77 $81K - $95K
11.2K $986K
BSX
Boston Scientific Corp

Healthcare
1.16K
+ 25.99%
$83.62 - $91.5 $97.3K - $107K
5.64K $503K
VGLT
Vanguard Long Term Treasury Et

ETFs
6.17K
+ 17.66%
$55.1 - $61.74 $340K - $381K
41.1K $2.27M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.44K
+ 1.32%
$38.63 - $40.03 $55.8K - $57.8K
111K $4.39M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
18.4K
New
$5.7 - $8.27 $105K - $152K
18.4K $124K
CASY
Caseys General Stores Inc

Consumer Cyclical
260
+ 25.95%
$366.65 - $427.88 $95.3K - $111K
1.26K $500K
GE
General Electric CO

Industrials
3.74K
+ 16.27%
$159.95 - $194.23 $598K - $726K
26.7K $4.46M
DFS
Discover Financial Services

Financial Services
280
+ 12.54%
$136.3 - $182.67 $38.2K - $51.1K
2.51K $435K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
383
+ 1.41%
$124.61 - $133.96 $47.7K - $51.3K
27.6K $3.55M
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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