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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
287
+ 2.33%
$19.78 - $23.53 $5.68K - $6.75K
12.6K $291K
WM
Waste Management Inc

Industrials
249
+ 18.24%
$196.96 - $223.45 $49K - $55.6K
1.61K $335K
BR
Broadridge Financial Solutions, Inc.

Technology
81
+ 5.52%
$196.56 - $218.55 $15.9K - $17.7K
1.55K $332K
CTEC
Global X Fds Cleantech ETF

ETFs
2.76K
+ 5.11%
$7.3 - $8.91 $20.2K - $24.6K
56.8K $474K
MAR
Marriott International Inc

Consumer Cyclical
123
+ 7.46%
$211.35 - $255.11 $26K - $31.4K
1.77K $440K
WCC
Wesco International Inc

Industrials
35
+ 0.95%
$149.47 - $183.24 $5.23K - $6.41K
3.73K $626K
GIB
Cgi Inc

Technology
29
+ 1.44%
$99.02 - $116.4 $2.87K - $3.38K
2.04K $234K
JPEM
Jp Morgan Diversified Return

ETFs
171
+ 1.75%
$52.23 - $56.96 $8.93K - $9.74K
9.94K $562K
HON
Honeywell International Inc

Industrials
292
+ 7.84%
$196.73 - $220.21 $57.4K - $64.3K
4.02K $829K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
204
+ 2.54%
$50.43 - $55.76 $10.3K - $11.4K
8.25K $459K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
421
+ 3.67%
$45.75 - $50.32 $19.3K - $21.2K
11.9K $589K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.04K
+ 559.34%
$150.73 - $974.56 $307K - $1.98M
2.4K $382K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1.38K
+ 13.01%
$15.17 - $16.11 $20.9K - $22.2K
12K $192K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
359
+ 11.47%
$63.74 - $73.47 $22.9K - $26.4K
3.49K $249K
MLN
Vaneck Long Muni ETF

ETFs
60
+ 0.1%
$17.77 - $18.32 $1.07K - $1.1K
58.1K $1.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
458
+ 7.12%
$30.71 - $34.79 $14.1K - $15.9K
6.89K $239K
SOUN
Soundhound Ai, Inc.

Technology
1.57K
+ 5.74%
$3.89 - $6.2 $6.11K - $9.73K
28.9K $134K
BLOK
Amplify ETF Tr Trnsformational

ETFs
197
+ 2.52%
$31.4 - $40.35 $6.19K - $7.95K
8K $300K
DIS
Walt Disney CO

Communication Services
590
+ 5.43%
$85.6 - $98.61 $50.5K - $58.2K
11.4K $1.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
118
+ 1.33%
$26.43 - $29.86 $3.12K - $3.52K
8.96K $264K
EMTL
Spdr Doubleline Emerging Marke

ETFs
300
+ 3.93%
$41.96 - $43.49 $12.6K - $13K
7.93K $344K
ROK
Rockwell Automation, Inc

Industrials
96
+ 9.68%
$248.27 - $294.37 $23.8K - $28.3K
1.09K $292K
NOK
Nokia Corp

Technology
697
+ 4.61%
$3.62 - $4.48 $2.52K - $3.12K
15.8K $69K
MGM
Mgm Resorts International

Consumer Cyclical
927
+ 18.93%
$34.07 - $46.78 $31.6K - $43.4K
5.82K $227K
FHN
First Horizon Corp

Financial Services
773
+ 7.1%
$14.63 - $17.45 $11.3K - $13.5K
11.7K $181K
EPD
Enterprise Products Partners L.P.

Energy
181
+ 1.1%
$27.88 - $30.0 $5.05K - $5.43K
16.6K $483K
AA
Alcoa Corp

Basic Materials
360
+ 4.11%
$28.17 - $42.44 $10.1K - $15.3K
9.11K $351K
QLD
Proshares Ultra Qqq

ETFs
3
+ 0.12%
$81.06 - $109.83 $243 - $329
2.56K $257K
SEM
Select Medical Holdings Corp

Healthcare
51
+ 0.64%
$32.0 - $39.76 $1.63K - $2.03K
7.99K $278K
FISV
Fiserv Inc

Technology
1.41K
+ 18.29%
N/A
9.09K $1.14M
NGL
Ngl Energy Partners LP

Energy
1.05K
+ 3.76%
$3.98 - $5.06 $4.18K - $5.31K
29K $130K
HRTX
Heron Therapeutics, Inc.

Healthcare
138
+ 1.18%
$1.73 - $3.67 $239 - $506
11.8K $23K
Niocorp Devs LTD
1.15K
+ 9.3%
N/A
13.5K $0
SHEL
Shell PLC

Energy
417
+ 5.27%
$65.65 - $73.28 $27.4K - $30.6K
8.32K $548K
STLD
Steel Dynamics Inc

Basic Materials
309
+ 17.34%
N/A
2.09K $205K
DVN
Devon Energy Corp

Energy
2.99K
+ 15.61%
$37.87 - $48.65 $113K - $146K
22.2K $867K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
8.24K
+ 13.83%
$8.08 - $11.02 $66.6K - $90.8K
67.8K $562K
Amplify ETF Tr
4.18K
+ 16.08%
N/A
30.2K $0
MU
Micron Technology Inc

Technology
823
+ 12.84%
$86.27 - $136.82 $71K - $113K
7.23K $749K
BA
Boeing CO

Industrials
298
+ 5.31%
$152.04 - $190.6 $45.3K - $56.8K
5.91K $898K
CRWD
Crowd Strike Holdings, Inc.

Technology
780
+ 20.09%
$217.89 - $392.15 $170K - $306K
4.66K $1.31M
DG
Dollar General Corp

Consumer Defensive
789
+ 15.1%
$80.41 - $132.42 $63.4K - $104K
6.02K $508K
Dimensional ETF Trust
3.89K
+ 85.71%
N/A
8.42K $0
J P Morgan Exchange Traded F
111K
+ 2632.89%
N/A
115K $0
Labcorp Holdings Inc
245
+ 19.71%
N/A
1.49K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
1.51K
+ 26.57%
N/A
7.18K $0
MCHP
Microchip Technology Inc

Technology
562
+ 2.01%
$72.0 - $95.98 $40.5K - $53.9K
28.6K $2.29M
Ge Vernova Inc
505
+ 30.5%
N/A
2.16K $0
Ishares Bitcoin Trust ETF
9.38K
+ 97.86%
N/A
19K $0
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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