Creative One Wealth, LLC Incresed Positions in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
22K
+ 115.81%
N/A
40.9K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3K
+ 30.8%
N/A
12.7K $0
Labcorp Holdings Inc
38
+ 2.55%
N/A
1.53K $0
Zacks Trust
38.7K
+ 32.09%
N/A
159K $0
BAUG
Innovator U.S. Equity Buffer E
7.88K
+ 47.12%
N/A
24.6K $0
WSO
Watsco Inc

Industrials
107
+ 3.79%
$466.57 - $568.78 $49.9K - $60.9K
2.93K $1.39M
First Tr Exchng Traded Fd Vi
8.71K
+ 52.97%
N/A
25.1K $0
Veralto Corp
173
+ 4.28%
N/A
4.22K $0
Ge Vernova Inc
471
+ 21.8%
N/A
2.63K $0
Ge Healthcare Technologies I
6
+ 0.22%
N/A
2.77K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.92K
+ 4.61%
N/A
66.3K $0
JHMM
John Hancock Multifactor Mid C

ETFs
16
+ 0.38%
$59.61 - $64.8 $954 - $1.04K
4.21K $251K
FDVV
Fidelity High Dividend ETF

ETFs
44
+ 0.97%
$49.66 - $52.63 $2.19K - $2.32K
4.56K $227K
BRO
Brown & Brown, Inc.

Financial Services
22
+ 0.8%
$100.93 - $113.42 $2.22K - $2.5K
2.77K $282K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.34K
+ 10.19%
$21.0 - $23.52 $28.1K - $31.5K
14.5K $309K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 191.25%
$22.4 - $68.28 $322K - $982K
21.9K $507K
SLB
Schlumberger Limited

Energy
405
+ 8.24%
$36.83 - $45.59 $14.9K - $18.5K
5.32K $203K
BBDC
Barings Bdc, Inc.

Financial Services
496
+ 1.33%
$9.27 - $10.33 $4.6K - $5.12K
37.7K $361K
LDOS
Leidos Holdings, Inc.

Technology
173
+ 11.43%
$143.17 - $201.39 $24.8K - $34.8K
1.69K $242K
PEG
Public Service Enterprise Group Inc

Utilities
208
+ 4.64%
$81.87 - $94.51 $17K - $19.7K
4.69K $396K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
954
+ 13.69%
$59.24 - $74.8 $56.5K - $71.4K
7.92K $484K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
75
+ 4.18%
$119.34 - $127.78 $8.95K - $9.58K
1.87K $223K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
893
+ 3.9%
$98.47 - $109.35 $87.9K - $97.6K
23.8K $2.34M
YUM
Yum Brands Inc

Consumer Cyclical
321
+ 3.66%
$130.36 - $139.54 $41.8K - $44.8K
9.1K $1.22M
DBAW
Xtrackers Msci All World Ex Us

ETFs
45
+ 0.47%
$33.55 - $35.42 $1.51K - $1.59K
9.63K $327K
AEP
American Electric Power CO Inc

Utilities
926
+ 10.28%
$90.91 - $102.21 $84.2K - $94.6K
9.93K $916K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
16
+ 0.1%
$22.42 - $23.68 $359 - $379
15.5K $346K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
115
+ 0.38%
$100.24 - $101.35 $11.5K - $11.7K
30.6K $3.07M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.95K
+ 4.38%
$46.07 - $48.17 $136K - $142K
70.3K $3.24M
OPEN
Opendoor Technologies Inc.

Real Estate
3K
+ 8.23%
$1.6 - $2.34 $4.8K - $7.02K
39.5K $63K
VONV
Vanguard Russell 1000 Value Et

ETFs
53
+ 0.74%
$80.87 - $87.69 $4.29K - $4.65K
7.25K $588K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.88K
+ 177.38%
$22.01 - $66.82 $129K - $393K
9.2K $208K
DNP
Dnp Select Income Fund Inc

Financial Services
1.21K
+ 6.37%
$8.82 - $9.96 $10.7K - $12.1K
20.2K $178K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
857
+ 4.72%
$26.16 - $28.82 $22.4K - $24.7K
19K $498K
EMB
Ishares Tr

ETFs
5.08K
+ 4.96%
$88.94 - $93.46 $452K - $475K
108K $9.58M
FNDX
Schwab Fundamental U S Large C

ETFs
14.2K
+ 195.45%
$23.49 - $71.77 $334K - $1.02M
21.5K $509K
BALL
Ball Corp

Consumer Cyclical
850
+ 17.57%
$54.84 - $67.94 $46.6K - $57.7K
5.69K $311K
IWD
Ishares Russell 1000 Val ETF

ETFs
174
+ 1.66%
$183.23 - $199.79 $31.9K - $34.8K
10.7K $1.98M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
216
+ 3.79%
$67.29 - $73.38 $14.5K - $15.9K
5.92K $401K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
139
+ 1.16%
$14.42 - $16.27 $2K - $2.26K
12.1K $174K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
29
+ 1.56%
$114.08 - $125.68 $3.31K - $3.64K
1.89K $216K
DHR
Danaher Corp

Healthcare
248
+ 16.08%
$226.16 - $274.52 $56.1K - $68.1K
1.79K $410K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
345
+ 1.38%
$69.58 - $74.87 $24K - $25.8K
25.4K $1.78M
DVYE
Ishares Emerging Markets Divid

ETFs
600
+ 4.31%
$25.42 - $29.74 $15.3K - $17.8K
14.5K $375K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
946
+ 19.36%
$82.28 - $117.52 $77.8K - $111K
5.83K $494K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.61K
+ 104.19%
$18.41 - $40.87 $140K - $311K
14.9K $275K
IYH
Ishares Tr

ETFs
672
+ 6.88%
$57.53 - $65.24 $38.7K - $43.8K
10.4K $608K
TLRY
Tilray Brands, Inc.

Healthcare
2.04K
+ 2.84%
$1.16 - $1.77 $2.36K - $3.61K
73.9K $98K
LAMR
Lamar Advertising CO

Real Estate
26
+ 1.05%
$121.37 - $138.11 $3.16K - $3.59K
2.5K $303K
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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