Creative One Wealth, LLC Incresed Positions in Q1 2024

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.28M
+ 114.81%
$45.02 - $46.27 $57.6M - $59.2M
2.39M $109M
SPY
Spdr S&P 500 ETF Trust

ETFs
40.8K
+ 84.53%
$467.28 - $523.17 $19.1M - $21.4M
89.1K $46.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
235K
+ 218.67%
$72.87 - $85.14 $17.1M - $20M
342K $28.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
90.2K
+ 56.6%
$144.62 - $165.44 $13M - $14.9M
250K $41M
IVV
Ishares Core S&P 500 ETF

ETFs
27.2K
+ 105.43%
$469.56 - $525.73 $12.8M - $14.3M
53K $27.9M
MSFT
Microsoft Corp

Technology
29.2K
+ 59.64%
$367.75 - $429.37 $10.7M - $12.5M
78.2K $32.9M
MBB
Ishares Tr

ETFs
157K
+ 68.16%
$91.2 - $93.98 $14.4M - $14.8M
388K $35.9M
NVDA
Nvidia Corp

Technology
10.5K
+ 93.83%
$475.69 - $950.02 $4.98M - $9.94M
21.6K $19.5M
VTV
Vanguard Value ETF

ETFs
52.8K
+ 13.65%
$147.46 - $162.86 $7.79M - $8.6M
440K $71.6M
VUG
Vanguard Growth ETF

ETFs
18.3K
+ 9.9%
$301.05 - $346.61 $5.5M - $6.33M
203K $69.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
119K
+ 105.85%
$90.6 - $92.67 $10.8M - $11M
232K $21.3M
SECT
Sector 10, Inc.

ETFs
204K
+ 176.4%
$45.39 - $50.38 $9.25M - $10.3M
319K $16.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24.7K
+ 727.7%
$359.29 - $420.52 $8.89M - $10.4M
28.2K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
159K
+ 122.84%
$54.75 - $57.86 $8.73M - $9.22M
289K $16.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.9K
+ 40.42%
$396.28 - $446.38 $7.1M - $8M
62.3K $27.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
153K
+ 125.12%
$52.7 - $57.65 $8.07M - $8.83M
275K $15.9M
AMZN
Amazon Com Inc

Consumer Cyclical
34.3K
+ 56.45%
$144.57 - $180.38 $4.97M - $6.19M
95.2K $17.2M
AAPL
Apple Inc.

Technology
57.1K
+ 58.65%
$169.0 - $195.18 $9.65M - $11.1M
154K $26.5M
IYW
Ishares Dj Us Tech ETF

ETFs
46.8K
+ 52.42%
$117.5 - $136.59 $5.5M - $6.39M
136K $18.4M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
62.4K
+ 39.05%
$89.62 - $99.14 $5.59M - $6.18M
222K $22M
EFG
Msci Eafe Growth ETF

ETFs
57.2K
+ 50.04%
$93.77 - $104.85 $5.36M - $6M
171K $17.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
49.1K
+ 92.68%
$109.98 - $120.99 $5.4M - $5.94M
102K $12.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
69.3K
+ 58.97%
$92.18 - $98.72 $6.39M - $6.85M
187K $17.7M
FJAN
First Exc Trd Viii Cboe Vest U
132K
+ 2606.05%
N/A
137K $5.77M
TIP
Ishares Tr Tips Bd ETF

ETFs
46.7K
+ 97.91%
$105.69 - $108.04 $4.94M - $5.05M
94.4K $10.1M
GOOGL
Alphabet Inc.

Communication Services
29.9K
+ 87.45%
$131.4 - $153.51 $3.93M - $4.59M
64.1K $9.68M
VB
Vanguard Small Cap ETF

ETFs
15.6K
+ 18.72%
$204.0 - $228.59 $3.19M - $3.57M
99.1K $22.7M
PEP
Pepsico Inc

Consumer Defensive
26.9K
+ 233.16%
$162.04 - $175.01 $4.36M - $4.71M
38.5K $6.73M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
158K
+ 109.57%
$26.3 - $27.96 $4.15M - $4.41M
302K $8.43M
EMB
Ishares Tr

ETFs
50.1K
+ 89.28%
$86.49 - $90.08 $4.33M - $4.51M
106K $9.52M
AVGO
Broadcom Inc.

Technology
2.79K
+ 75.17%
$1049.01 - $1407.01 $2.92M - $3.92M
6.5K $8.61M
META
Meta Platforms, Inc.

Communication Services
6.15K
+ 63.63%
$344.47 - $512.19 $2.12M - $3.15M
15.8K $7.68M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
66.1K
+ 17.94%
$37.37 - $42.11 $2.47M - $2.78M
435K $18.3M
DFAI
Dimensional ETF Tr

ETFs
131K
+ 202.7%
$27.74 - $30.27 $3.64M - $3.97M
196K $5.92M
ABBV
Abb Vie Inc.

Healthcare
19.1K
+ 142.41%
$159.82 - $182.1 $3.05M - $3.48M
32.5K $5.92M
IXC
Ishares Tr Global Energy ETF

ETFs
78.3K
+ 70.07%
$37.37 - $42.95 $2.93M - $3.36M
190K $8.16M
VIG
Vanguard Dividend Appreciation

ETFs
16K
+ 23.93%
$168.47 - $182.98 $2.69M - $2.93M
82.9K $15.1M
DMAR
First Tr Ex Tr Viii Cboe Vest
105K
+ 219.42%
$33.79 - $34.9 $3.56M - $3.68M
153K $5.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
61.6K
+ 276.72%
$50.77 - $58.11 $3.13M - $3.58M
83.9K $4.88M
CORP
Pimco Investment Grade Corp Bd

ETFs
38.9K
+ 101.85%
$94.83 - $97.13 $3.69M - $3.78M
77.1K $7.41M
ICSH
Blackrock Ultra Short Term Bon

ETFs
71.1K
+ 84.53%
$50.35 - $50.6 $3.58M - $3.6M
155K $7.85M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
107K
+ 291.26%
$28.62 - $31.95 $3.06M - $3.42M
144K $4.59M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31.7K
+ 138.18%
$99.81 - $100.54 $3.16M - $3.18M
54.6K $5.49M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12K
+ 138.39%
$164.99 - $234.17 $1.97M - $2.8M
20.6K $4.63M
LLY
Eli Lilly & CO

Healthcare
3.06K
+ 93.94%
$592.2 - $792.28 $1.81M - $2.42M
6.31K $4.91M
IWP
Ishares Russell Mid Cap Growth

ETFs
23.4K
+ 110.54%
$100.66 - $114.14 $2.36M - $2.67M
44.6K $5.1M
MCK
Mckesson Corp

Healthcare
5.17K
+ 461.93%
$473.42 - $539.26 $2.45M - $2.79M
6.29K $3.38M
COST
Costco Wholesale Corp

Consumer Defensive
3.6K
+ 194.12%
$644.69 - $785.59 $2.32M - $2.83M
5.45K $4M
TFLO
Ishares Treasury Floating Rate

ETFs
53.9K
+ 156.41%
$50.47 - $50.7 $2.72M - $2.73M
88.4K $4.48M
Activity Summary
Buys All Purchases 766 New Holdings 281 Increased Positions 485 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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