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
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.56K
+ 10.66%
$62.07 - $66.61 $96.9K - $104K
16.2K $1.04M
LNG
Cheniere Energy, Inc.

Energy
177
+ 7.87%
$181.07 - $225.92 $32K - $40K
2.43K $521K
TFLO
Ishares Treasury Floating Rate

ETFs
2.45K
+ 3.43%
$50.37 - $50.63 $124K - $124K
74K $3.74M
CCEL
Cryo Cell International Inc

Healthcare
15.3K
New
$5.82 - $9.27 $89.1K - $142K
15.3K $114K
QJUN
First Tr ETF
3.7K
+ 48.65%
$26.78 - $28.75 $99.1K - $106K
11.3K $316K
VHT
Vanguard Health Care ETF

ETFs
1K
+ 20.02%
$250.81 - $283.3 $251K - $284K
6.01K $1.52M
RLJ
Rlj Lodging Trust

Real Estate
10.9K
New
$8.77 - $10.68 $95.7K - $117K
10.9K $111K
SHW
Sherwin Williams CO

Basic Materials
1.55K
+ 15.47%
$338.75 - $399.71 $524K - $618K
11.5K $3.92M
MARB
First Tr Exchange Traded Fd Ii

ETFs
5.38K
+ 17.93%
$19.62 - $19.93 $106K - $107K
35.4K $703K
BR
Broadridge Financial Solutions, Inc.

Technology
410
+ 26.49%
$209.64 - $236.44 $86K - $96.9K
1.96K $442K
IR
Ingersoll Rand Inc.

Industrials
1.44K
+ 52.59%
$90.46 - $105.35 $131K - $152K
4.19K $378K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.92K
+ 18.37%
$24.55 - $25.16 $121K - $124K
31.7K $781K
EMN
Eastman Chemical CO

Basic Materials
1.6K
+ 81.75%
$90.03 - $110.64 $144K - $177K
3.56K $324K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 9.87%
$46.94 - $51.62 $66.5K - $73.1K
15.8K $787K
RYLD
Global X Fds Russell 2000 Cove

ETFs
5.77K
+ 9.96%
$15.97 - $16.79 $92.1K - $96.9K
63.7K $1.04M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.08K
+ 48.28%
$20.55 - $23.26 $125K - $142K
18.7K $393K
PAYO
Payoneer Global Inc.

Technology
10.2K
New
$7.59 - $11.05 $77.6K - $113K
10.2K $102K
IYF
Ishares Tr

ETFs
599
+ 11.38%
$102.7 - $119.05 $61.5K - $71.3K
5.86K $648K
VLY
Valley National Bancorp

Financial Services
11.3K
New
$8.7 - $10.78 $98.4K - $122K
11.3K $102K
PH
Parker Hannifin Corp

Industrials
152
+ 15.75%
$621.74 - $709.46 $94.5K - $108K
1.12K $710K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.67K
+ 15.84%
$99.04 - $109.59 $265K - $293K
19.5K $1.94M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
770
+ 11.33%
$25.55 - $47.05 $19.7K - $36.2K
7.57K $300K
IWB
Ishares Tr Russell 1000 ETF

ETFs
240
+ 8.73%
$311.11 - $335.64 $74.7K - $80.6K
2.99K $962K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
11.2K
New
$8.43 - $9.68 $94.4K - $108K
11.2K $95K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
24.8K
New
$3.8 - $4.57 $94.1K - $113K
24.8K $95K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
7.55K
+ 11.13%
$7.8 - $9.54 $58.9K - $72K
75.3K $656K
SOFI
So Fi Technologies, Inc.

Financial Services
180
+ 1.5%
$7.63 - $16.88 $1.37K - $3.04K
12.2K $187K
VFH
Vanguard Financial ETF

ETFs
93
+ 0.94%
$108.87 - $126.2 $10.1K - $11.7K
10K $1.18M
PEAK
Healthpeak Properties, Inc.

Real Estate
4.83K
+ 52.51%
N/A
14K $265K
SO
Southern CO

Utilities
4.14K
+ 12.99%
$81.5 - $94.15 $337K - $389K
36K $2.96M
APH
Amphenol Corp

Technology
923
+ 15.5%
$62.07 - $75.35 $57.3K - $69.5K
6.88K $477K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
817
+ 13.07%
$103.6 - $112.52 $84.6K - $91.9K
7.07K $741K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.69K
+ 14.7%
$44.87 - $46.86 $121K - $126K
21K $940K
VO
Vanguard Mid Cap ETF

ETFs
323
+ 7.57%
$261.5 - $284.63 $84.5K - $91.9K
4.59K $1.21M
ED
Consolidated Edison Inc

Utilities
1.53K
+ 44.66%
$88.87 - $107.38 $136K - $164K
4.94K $440K
ETR
Entergy Corp

Utilities
2.55K
+ 129.82%
$73.19 - $156.4 $186K - $398K
4.51K $341K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
8.47K
+ 4.77%
$23.43 - $24.2 $198K - $205K
186K $4.36M
GLDM
World Gold Trust

ETFs
1.67K
+ 3.14%
$50.76 - $55.23 $84.7K - $92.2K
54.8K $2.85M
ONON
On Holding Ag

Consumer Cyclical
323
+ 2.44%
$46.3 - $59.54 $15K - $19.2K
13.6K $743K
DE
Deere & CO

Industrials
27
+ 0.25%
$389.45 - $466.0 $10.5K - $12.6K
10.6K $4.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.58K
+ 9.1%
$31.23 - $33.51 $205K - $220K
78.8K $2.48M
HTCR
Heart Core Enterprises, Inc.

Technology
42.9K
New
$0.73 - $1.82 $31.3K - $78.1K
42.9K $78K
IWR
Ishares Russell Mid Cap ETF

ETFs
845
+ 8.99%
$87.25 - $95.52 $73.7K - $80.7K
10.2K $905K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.01K
+ 38.86%
$76.22 - $116.71 $153K - $234K
7.18K $641K
CAH
Cardinal Health Inc

Healthcare
382
+ 10.45%
$107.89 - $125.33 $41.2K - $47.9K
4.04K $477K
AMGN
Amgen Inc

Healthcare
2.74K
+ 26.37%
$258.78 - $328.31 $709K - $900K
13.1K $3.42M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.06K
+ 7.58%
$51.58 - $52.91 $106K - $109K
29.3K $1.52M
AVIG
American Centy ETF Tr Avantis

ETFs
2.83K
+ 12.58%
$40.48 - $42.48 $115K - $120K
25.3K $1.03M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.74K
+ 29.74%
$23.92 - $24.89 $65.5K - $68.2K
12K $292K
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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