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
XOM
Exxon Mobil Corp

Energy
15.4K
+ 38.56%
$105.51 - $125.37 $1.62M - $1.93M
55.3K $5.95M
COP
Conocophillips

Energy
13K
+ 131.69%
$95.12 - $114.72 $1.24M - $1.5M
23K $2.28M
ISMD
Northern Lts Fd Tr Iv

ETFs
35.3K
+ 14.46%
$36.81 - $40.75 $1.3M - $1.44M
280K $10.5M
ZECP
Zacks Tr Earnings Constant Por

ETFs
42.1K
+ 24.46%
$30.35 - $32.25 $1.28M - $1.36M
214K $6.53M
COST
Costco Wholesale Corp

Consumer Defensive
1.11K
+ 20.38%
$873.59 - $994.69 $973K - $1.11M
6.58K $6.03M
AVEM
American Centy ETF Tr Avantis

ETFs
32.8K
+ 24.51%
$58.59 - $66.14 $1.92M - $2.17M
166K $9.79M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
31.8K
+ 34.95%
$41.17 - $43.34 $1.31M - $1.38M
123K $5.07M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.3K
+ 84.63%
$94.77 - $97.36 $1.17M - $1.2M
26.9K $2.57M
MA
Mastercard Inc

Financial Services
1.55K
+ 15.8%
$491.3 - $536.15 $760K - $829K
11.3K $5.97M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.08K
+ 16.3%
$238.25 - $261.28 $1.21M - $1.33M
36.2K $8.77M
JPM
Jpmorgan Chase & CO

Financial Services
1.88K
+ 8.22%
$205.18 - $250.29 $386K - $471K
24.8K $5.94M
VTI
Vanguard Total Stock Market Et

ETFs
2.86K
+ 6.89%
$280.04 - $302.45 $802K - $866K
44.4K $12.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
12.3K
+ 28.31%
$83.09 - $89.28 $1.02M - $1.1M
55.6K $4.73M
GOOG
Alphabet Inc.

Communication Services
3.2K
+ 16.59%
$163.08 - $198.16 $522K - $634K
22.5K $4.28M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.32K
+ 34.56%
$417.69 - $450.94 $970K - $1.05M
9.04K $3.85M
MMSI
Merit Medical Systems Inc

Healthcare
10.1K
+ 190.09%
$93.76 - $105.52 $948K - $1.07M
15.4K $1.49M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
16K
+ 23.15%
$51.31 - $55.61 $821K - $889K
85.1K $4.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.5K
+ 125.08%
$59.25 - $72.99 $1.15M - $1.42M
35K $2.09M
WMB
Williams Companies, Inc.

Energy
13.4K
+ 53.98%
$46.37 - $59.74 $624K - $803K
38.4K $2.08M
BNDX
Vanguard Total International B

ETFs
34.3K
+ 5.64%
$48.91 - $50.61 $1.68M - $1.73M
642K $31.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
162
+ 102.53%
$4100.99 - $5300.34 $664K - $859K
320 $1.59M
ORCL
Oracle Corp

Technology
5.84K
+ 36.02%
$165.41 - $192.43 $965K - $1.12M
22K $3.67M
VB
Vanguard Small Cap ETF

ETFs
2.45K
+ 2.44%
$233.76 - $261.58 $572K - $640K
103K $24.7M
SHOP
Shopify Inc.

Technology
6.99K
+ 123.73%
$78.14 - $119.49 $546K - $835K
12.6K $1.34M
GS
Goldman Sachs Group Inc

Financial Services
951
+ 21.79%
$486.1 - $608.57 $462K - $579K
5.32K $3.04M
MELI
Mercadolibre Inc

Consumer Cyclical
524
+ 393.98%
$1666.0 - $2117.3 $873K - $1.11M
657 $1.12M
IJK
Ishares S&P Midcap 400 Growth

ETFs
9.42K
+ 56.62%
$90.66 - $99.46 $854K - $937K
26.1K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
6.07K
+ 18.31%
$161.05 - $179.7 $977K - $1.09M
39.2K $6.57M
PODD
Insulet Corp

Healthcare
2.95K
+ 332.36%
$227.79 - $275.7 $672K - $813K
3.84K $1M
XLC
Select Sector Spdr Tr Communic

ETFs
6.81K
+ 34.3%
$89.66 - $102.16 $610K - $695K
26.6K $2.58M
CTAS
Cintas Corp

Industrials
6.24K
+ 40.58%
$182.7 - $226.47 $1.14M - $1.41M
21.6K $3.95M
SPMD
Spdr Portfolio

ETFs
14.2K
+ 89.45%
$54.13 - $59.56 $769K - $846K
30.1K $1.65M
SRLN
Ssga Active Trust

ETFs
18.4K
+ 17.52%
$41.48 - $42.08 $765K - $776K
124K $5.16M
EPD
Enterprise Products Partners L.P.

Energy
23.2K
+ 139.45%
$28.66 - $34.43 $664K - $798K
39.8K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
2.81K
+ 13.8%
$385.02 - $431.37 $1.08M - $1.21M
23.2K $9.01M
VST
Vistra Corp.

Utilities
5.04K
+ 144.51%
$115.74 - $166.61 $584K - $840K
8.53K $1.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.25K
+ 168.61%
$106.33 - $110.69 $771K - $803K
11.6K $1.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.33K
+ 28.54%
$275.15 - $388.2 $366K - $517K
5.99K $2.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3K
+ 56.27%
$172.07 - $207.36 $515K - $621K
8.32K $1.64M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
44.6K
+ 391.03%
$22.02 - $46.16 $982K - $2.06M
56K $1.24M
DFSD
Dimensional ETF Tr Short Durat

ETFs
16.2K
+ 23.58%
$46.75 - $47.8 $756K - $773K
84.7K $3.97M
XLY
Select Sector Spdr Consumer Di

ETFs
1.7K
+ 12.78%
$194.8 - $239.43 $331K - $406K
15K $3.36M
IRM
Iron Mountain Inc

Real Estate
6.91K
+ 229.4%
$101.62 - $128.14 $702K - $885K
9.92K $1.04M
BAC
Bank Of America Corp

Financial Services
5.46K
+ 5.27%
$39.22 - $47.77 $214K - $261K
109K $4.8M
XLF
Financial Sector Spdr

ETFs
9.49K
+ 12.9%
$44.89 - $51.34 $426K - $487K
83.1K $4.01M
DVY
Ishares Tr

ETFs
5.3K
+ 64.02%
$129.55 - $143.41 $687K - $761K
13.6K $1.78M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 33.33%
$664750.0 - $724132.5 $665K - $724K
4 $2.72M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.33K
+ 2.11%
$176.42 - $186.91 $940K - $996K
258K $45.9M
MSTR
Microstrategy Inc

Technology
62
+ 1.24%
$162.69 - $473.83 $10.1K - $29.4K
5.08K $1.47M
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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