Creative One Wealth, LLC Incresed Positions in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
410
+ 10.06%
$73.58 - $89.21 $30.2K - $36.6K
4.49K $400K
APH
Amphenol Corp

Technology
1.63K
+ 37.59%
$58.39 - $70.41 $95K - $115K
5.96K $388K
EME
Emcor Group, Inc.

Industrials
2
+ 0.14%
$340.22 - $435.6 $680 - $871
1.45K $625K
JPUS
Jpmorgan Diversified Return Us

ETFs
432
+ 10.43%
$108.5 - $119.68 $46.9K - $51.7K
4.57K $547K
AJG
Arthur J. Gallagher & Co.

Financial Services
199
+ 11.24%
$259.22 - $299.75 $51.6K - $59.7K
1.97K $554K
AVT
Avnet Inc

Technology
1.42K
+ 21.67%
$49.63 - $55.43 $70.5K - $78.8K
7.98K $433K
ECL
Ecolab Inc.

Basic Materials
287
+ 28.28%
$228.86 - $255.76 $65.7K - $73.4K
1.3K $332K
ARCC
Ares Capital Corp

Financial Services
4.14K
+ 11.1%
$19.8 - $21.28 $81.9K - $88K
41.4K $867K
ISCG
Ishares Morningstar Small Cap

ETFs
915
+ 7.48%
$44.24 - $49.07 $40.5K - $44.9K
13.1K $643K
MNST
Monster Beverage Corp

Consumer Defensive
1.2K
+ 11.52%
$45.01 - $52.47 $54K - $63K
11.6K $606K
ED
Consolidated Edison Inc

Utilities
363
+ 11.89%
$88.42 - $104.97 $32.1K - $38.1K
3.42K $355K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
771
+ 15.63%
$66.31 - $74.08 $51.1K - $57.1K
5.71K $418K
DLR
Digital Realty Trust, Inc.

Real Estate
379
+ 20.46%
$144.47 - $162.98 $54.8K - $61.8K
2.23K $361K
YYY
Amplify ETF Tr High Income ETF

ETFs
4.81K
+ 8.32%
$11.48 - $12.36 $55.2K - $59.5K
62.6K $772K
AMAT
Applied Materials Inc

Technology
3.75K
+ 18.7%
$174.88 - $254.97 $656K - $956K
23.8K $4.81M
CSGS
Csg Systems International Inc

Technology
193
+ 2.3%
$40.08 - $48.65 $7.74K - $9.39K
8.58K $417K
RSG
Republic Services, Inc.

Industrials
294
+ 15.79%
$189.34 - $208.21 $55.7K - $61.2K
2.16K $433K
EBND
Spdr Bloomberg Emerging Market

ETFs
2.34K
+ 14.6%
$19.74 - $21.39 $46.2K - $50K
18.4K $390K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.01K
+ 8.85%
$46.18 - $48.92 $46.8K - $49.6K
12.5K $605K
ADBE
Adobe Inc.

Technology
706
+ 9.03%
$508.13 - $586.55 $359K - $414K
8.53K $4.42M
CCI
Crown Castle International Corp

Real Estate
74
+ 2.61%
$95.29 - $120.24 $7.05K - $8.9K
2.91K $345K
USXF
Ishares Esg Advanced Msci Usa

Technology
936
+ 11.0%
$43.59 - $49.35 $40.8K - $46.2K
9.44K $463K
IDV
Ishares Tr

ETFs
1.23K
+ 10.03%
$27.62 - $30.64 $33.9K - $37.6K
13.5K $406K
PFFV
Global X Variable Rate Preferr

Technology
2.52K
+ 17.16%
$23.2 - $24.27 $58.5K - $61.2K
17.2K $414K
DNP
Dnp Select Income Fund Inc

Financial Services
3.86K
+ 25.5%
$8.21 - $10.03 $31.7K - $38.7K
19K $190K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
634
+ 3.93%
$68.53 - $74.13 $43.4K - $47K
16.8K $1.23M
EEM
Ishares Msci Emerging Markets

ETFs
194
+ 1.11%
$40.42 - $46.7 $7.84K - $9.06K
17.7K $810K
PSR
Invesco Actively

ETFs
175
+ 4.77%
$84.82 - $99.93 $14.8K - $17.5K
3.84K $378K
IEV
Ishares Tr Europe ETF

ETFs
861
+ 21.35%
$53.25 - $58.78 $45.8K - $50.6K
4.89K $285K
COF
Capital One Financial Corp

Financial Services
298
+ 16.66%
$131.42 - $153.05 $39.2K - $45.6K
2.09K $312K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
950
+ 15.39%
$49.77 - $51.95 $47.3K - $49.4K
7.12K $369K
WPC
W. P. Carey Inc.

Real Estate
523
+ 14.09%
$54.63 - $63.96 $28.6K - $33.5K
4.24K $263K
BRO
Brown & Brown, Inc.

Financial Services
205
+ 8.06%
$89.11 - $105.82 $18.3K - $21.7K
2.75K $284K
ACM
Aecom

Industrials
64
+ 1.91%
$82.37 - $103.25 $5.27K - $6.61K
3.42K $353K
QAI
Iq Hedge Multi Strategy Compos

ETFs
1.27K
+ 8.19%
$30.5 - $32.13 $38.7K - $40.8K
16.8K $538K
VONV
Vanguard Russell 1000 Value Et

ETFs
115
+ 1.62%
$76.07 - $83.33 $8.75K - $9.58K
7.19K $599K
SIVR
Abrdn Silver ETF Trust

ETFs
1.37K
+ 18.55%
$25.48 - $30.77 $34.9K - $42.1K
8.75K $260K
BAC
Bank Of America Corp

Financial Services
1.59K
+ 1.56%
$36.65 - $44.13 $58.3K - $70.2K
104K $4.12M
NET
Cloudflare, Inc.

Technology
811
+ 13.27%
$74.4 - $86.96 $60.3K - $70.5K
6.92K $560K
HPQ
Hp Inc

Technology
965
+ 4.22%
$32.02 - $38.11 $30.9K - $36.8K
23.8K $854K
HYGV
Flexshares Tr High Yield Value

ETFs
849
+ 7.48%
$40.11 - $41.67 $34.1K - $35.4K
12.2K $508K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
329
+ 7.62%
$91.41 - $101.59 $30.1K - $33.4K
4.65K $471K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
496
+ 3.76%
$31.15 - $35.67 $15.5K - $17.7K
13.7K $480K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
757
+ 11.57%
$36.98 - $41.55 $28K - $31.5K
7.3K $300K
EMHC
Spdr Bloomberg Emerging Market
1.45K
+ 16.51%
$23.61 - $25.14 $34.2K - $36.5K
10.2K $257K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
343
+ 5.8%
$96.3 - $106.49 $33K - $36.5K
6.25K $654K
OPEN
Opendoor Technologies Inc.

Real Estate
21.8K
+ 148.35%
$1.6 - $2.92 $34.9K - $63.6K
36.5K $73K
VDE
Vanguard Energy ETF

ETFs
493
+ 18.3%
$117.44 - $131.06 $57.9K - $64.6K
3.19K $390K
MLPA
Global X Mlp ETF

ETFs
1K
+ 23.37%
$45.78 - $49.84 $45.8K - $49.9K
5.29K $253K
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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