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
INTU
Intuit Inc

Technology
847
+ 9.09%
$602.01 - $706.25 $510K - $598K
10.2K $6.39M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
6.83K
+ 21.91%
$93.52 - $95.37 $638K - $651K
38K $3.56M
PM
Philip Morris International Inc.

Consumer Defensive
4.99K
+ 17.27%
$118.38 - $133.06 $591K - $664K
33.9K $4.08M
CME
Cme Group Inc.

Financial Services
2.02K
+ 24.09%
$221.17 - $246.02 $447K - $497K
10.4K $2.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
+ 30.83%
$34.13 - $37.35 $835K - $914K
104K $3.54M
MBB
Ishares Tr

ETFs
20.1K
+ 6.44%
$91.26 - $95.82 $1.83M - $1.93M
332K $30.5M
AXP
American Express CO

Financial Services
826
+ 6.89%
$267.35 - $305.57 $221K - $252K
12.8K $3.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
347
+ 2.2%
$370.24 - $418.94 $128K - $145K
16.1K $6.47M
MU
Micron Technology Inc

Technology
8.15K
+ 112.74%
$84.16 - $113.41 $686K - $925K
15.4K $1.29M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.56K
+ 75.58%
$201.32 - $217.44 $515K - $556K
5.94K $1.23M
MS
Morgan Stanley

Financial Services
1.44K
+ 8.66%
$104.42 - $134.99 $150K - $194K
18K $2.27M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
11.1K
+ 27.09%
$43.97 - $45.33 $490K - $505K
52.3K $2.35M
TROW
Price T Rowe Group Inc

Financial Services
3.95K
+ 19.1%
$106.48 - $124.69 $420K - $492K
24.6K $2.78M
CCL
Carnival Corp

Consumer Cyclical
17.5K
+ 117.82%
$17.34 - $26.8 $303K - $468K
32.3K $804K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.91K
+ 22.62%
$81.68 - $82.93 $565K - $573K
37.5K $3.07M
COF
Capital One Financial Corp

Financial Services
2.6K
+ 124.53%
$145.19 - $192.01 $377K - $499K
4.69K $835K
CACI
Caci International Inc

Technology
1.2K
+ 87.46%
N/A
2.57K $1.1M
HWM
Howmet Aerospace Inc.

Industrials
4.46K
+ 177.67%
$99.72 - $120.09 $444K - $535K
6.96K $761K
CEG
Constellation Energy Corp

Utilities
2.48K
+ 139.55%
$224.28 - $285.52 $557K - $709K
4.26K $959K
MUB
Ishares National Muni Bond ETF

ETFs
5.26K
+ 15.05%
$105.78 - $108.7 $556K - $572K
40.2K $4.29M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.69K
+ 29.39%
$129.13 - $198.21 $218K - $335K
7.43K $1.38M
LUV
Southwest Airlines CO

Industrials
11.6K
+ 51.72%
$28.99 - $34.84 $336K - $403K
34K $1.14M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
258
+ 3.3%
$173.13 - $258.09 $44.7K - $66.6K
8.07K $1.86M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
15.2K
+ 103.33%
$19.44 - $28.35 $296K - $431K
29.9K $769K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.25K
+ 25.69%
$84.34 - $95.14 $443K - $500K
25.7K $2.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.3K
+ 7.27%
$57.53 - $60.83 $881K - $932K
226K $13M
SOUN
Soundhound Ai, Inc.

Technology
1.07K
+ 3.71%
$4.51 - $24.23 $4.84K - $26K
30K $595K
NOW
Service Now, Inc.

Technology
245
+ 20.45%
$867.18 - $1148.42 $212K - $281K
1.44K $1.53M
SPG
Simon Property Group Inc

Real Estate
2.5K
+ 33.12%
$167.23 - $183.84 $418K - $460K
10.1K $1.73M
WFC
Wells Fargo & Company

Financial Services
4.26K
+ 44.15%
$54.98 - $77.35 $234K - $329K
13.9K $975K
FTNT
Fortinet, Inc.

Technology
2.26K
+ 18.39%
$76.49 - $99.21 $173K - $224K
14.5K $1.37M
XLK
Technology Sector Spdr

ETFs
1.29K
+ 7.6%
$220.26 - $241.44 $285K - $312K
18.3K $4.25M
MRVL
Marvell Technology, Inc.

Technology
1.28K
+ 18.49%
$70.31 - $124.78 $90.2K - $160K
8.22K $908K
WELL
Welltower Inc.

Real Estate
3.38K
+ 34.7%
$123.11 - $139.3 $416K - $471K
13.1K $1.65M
PRIM
Primoris Services Corp

Industrials
3.61K
+ 61.55%
$57.06 - $84.91 $206K - $306K
9.47K $723K
DGRO
Ishares Core Dividend Growth E

ETFs
6.59K
+ 33.81%
$60.73 - $64.94 $400K - $428K
26.1K $1.6M
AIQ
Global X Funds Global X Artifi

ETFs
9.13K
+ 94.33%
$36.57 - $40.57 $334K - $370K
18.8K $726K
C
Citigroup Inc

Financial Services
3.9K
+ 32.5%
$61.31 - $72.5 $239K - $282K
15.9K $1.12M
CHTR
Charter Communications, Inc.

Communication Services
1K
+ 82.88%
$315.38 - $408.02 $316K - $409K
2.21K $757K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.97K
+ 35.73%
$53.94 - $58.15 $322K - $347K
22.7K $1.28M
PRU
Prudential Financial Inc

Financial Services
3.39K
+ 20.63%
$114.59 - $129.52 $389K - $439K
19.8K $2.35M
FANG
Diamondback Energy, Inc.

Energy
2.57K
+ 35.74%
$153.06 - $199.5 $394K - $513K
9.77K $1.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
627
+ 26.89%
$563.99 - $620.12 $354K - $389K
2.96K $1.69M
EME
Emcor Group, Inc.

Industrials
703
+ 48.35%
$427.96 - $526.95 $301K - $370K
2.16K $979K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.08K
+ 31.02%
$80.13 - $83.77 $407K - $425K
21.4K $1.72M
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 18.41%
$33.62 - $35.69 $363K - $386K
69.5K $2.35M
STX
Seagate Technology Holdings PLC

Technology
5.62K
+ 93.65%
$86.31 - $112.64 $485K - $633K
11.6K $1M
BA
Boeing CO

Industrials
1.09K
+ 18.47%
$138.14 - $180.72 $151K - $197K
7K $1.24M
MRK
Merck & Co., Inc.

Healthcare
6.89K
+ 28.16%
$96.31 - $114.76 $663K - $790K
31.3K $3.12M
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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