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
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
26.8K
+ 56.55%
$25.19 - $26.77 $676K - $719K
74.3K $1.98M
SCHO
Schwab Short Term Us Treasury

ETFs
13.3K
+ 11.34%
$47.93 - $49.06 $640K - $655K
131K $6.42M
ABT
Abbott Laboratories

Healthcare
5.12K
+ 30.78%
$100.07 - $118.13 $512K - $605K
21.8K $2.48M
GOOG
Alphabet Inc.

Communication Services
5.79K
+ 42.91%
$149.54 - $192.66 $866K - $1.12M
19.3K $3.22M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.59K
+ 218.89%
$85.48 - $98.39 $649K - $747K
11.1K $1.07M
TROW
Price T Rowe Group Inc

Financial Services
7.56K
+ 57.7%
$101.71 - $120.75 $769K - $913K
20.7K $2.25M
AMD
Advanced Micro Devices Inc

Technology
4.21K
+ 27.24%
$128.67 - $183.96 $542K - $774K
19.7K $3.23M
SPYG
Spdr Portfolio

ETFs
8.52K
+ 195.91%
$73.38 - $84.1 $625K - $716K
12.9K $1.07M
PAVE
Global X Fds Us Infrastructure

ETFs
7.92K
+ 8.77%
$36.39 - $41.16 $288K - $326K
98.2K $4.04M
XLU
Utilities Sector Spdr

ETFs
6.75K
+ 56.31%
$67.67 - $80.78 $457K - $545K
18.7K $1.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.6K
+ 101.72%
$25.36 - $28.37 $572K - $640K
44.7K $1.26M
OKE
Oneok Inc

Energy
5.76K
+ 37.7%
$78.62 - $95.27 $453K - $549K
21K $1.92M
CDNS
Cadence Design Systems Inc

Technology
2.9K
+ 90.82%
$246.84 - $321.11 $716K - $931K
6.09K $1.65M
ZTS
Zoetis Inc.

Healthcare
2.02K
+ 16.33%
$172.58 - $196.48 $349K - $397K
14.4K $2.82M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
35.6K
+ 99.01%
$15.21 - $18.46 $542K - $658K
71.6K $1.27M
GS
Goldman Sachs Group Inc

Financial Services
1.02K
+ 30.49%
$459.02 - $510.25 $468K - $520K
4.37K $2.16M
BMY
Bristol Myers Squibb CO

Healthcare
7.27K
+ 27.52%
$39.66 - $51.75 $288K - $376K
33.7K $1.74M
KMB
Kimberly Clark Corp

Consumer Defensive
4.24K
+ 42.92%
$135.05 - $148.35 $573K - $629K
14.1K $2.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.6K
+ 32.87%
$71.45 - $75.64 $543K - $575K
30.7K $2.31M
EOG
Eog Resources Inc

Energy
5.4K
+ 59.28%
$117.9 - $132.65 $637K - $716K
14.5K $1.78M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
11.1K
+ 19.08%
$46.89 - $52.24 $519K - $578K
69.1K $3.58M
SRE
Sempra Energy

Utilities
7.24K
+ 240.77%
$74.97 - $84.04 $543K - $608K
10.2K $856K
MCO
Moodys Corp

Financial Services
620
+ 10.08%
$421.49 - $494.67 $261K - $307K
6.77K $3.21M
CTVA
Corteva, Inc.

Basic Materials
6.93K
+ 15.87%
$50.72 - $58.78 $352K - $408K
50.6K $2.98M
VIG
Vanguard Dividend Appreciation

ETFs
3.58K
+ 4.34%
$182.15 - $182.15 $651K - $651K
86K $15.7M
WMB
Williams Companies, Inc.

Energy
12.6K
+ 103.09%
$41.24 - $46.22 $522K - $585K
24.9K $1.14M
DOW
Dow Inc.

Basic Materials
10.6K
+ 54.74%
$50.15 - $55.41 $532K - $588K
30K $1.64M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.65K
+ 11.22%
$75.32 - $84.37 $350K - $392K
46.1K $3.86M
MSCI
Msci Inc.

Financial Services
397
+ 10.79%
$479.31 - $584.91 $190K - $232K
4.08K $2.38M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.56K
+ 61.07%
$75.88 - $83.21 $498K - $546K
17.3K $1.44M
IP
International Paper CO

Consumer Cyclical
10.7K
+ 96.51%
$42.55 - $49.98 $455K - $534K
21.8K $1.06M
ADP
Automatic Data Processing Inc

Industrials
1.34K
+ 23.75%
$233.44 - $279.45 $313K - $374K
6.98K $1.93M
IEF
Ishares Barclays

ETFs
5.69K
+ 126.39%
$92.67 - $99.14 $527K - $564K
10.2K $1M
NBIX
Neurocrine Biosciences Inc

Healthcare
5.51K
+ 190.53%
$114.58 - $153.15 $632K - $844K
8.41K $968K
CBOE
Cboe Global Markets, Inc.

Financial Services
2.4K
+ 106.47%
$168.57 - $213.65 $405K - $513K
4.66K $951K
FAAR
First Trust Vii Alternative Ab

ETFs
20.7K
+ 129.78%
$27.83 - $28.78 $576K - $595K
36.6K $1.02M
FMF
First Trust Managed Futures St

ETFs
12.1K
+ 130.05%
$47.09 - $49.74 $572K - $604K
21.5K $1.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.16K
+ 33.9%
$39.95 - $45.86 $366K - $420K
36.2K $1.65M
URI
United Rentals, Inc.

Industrials
381
+ 24.55%
$627.41 - $814.1 $239K - $310K
1.93K $1.57M
KLAC
Kla Corp

Technology
844
+ 45.23%
$696.17 - $892.35 $588K - $753K
2.71K $2.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.8K
+ 23.63%
$31.18 - $33.5 $431K - $463K
72.3K $2.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.26K
+ 19.83%
$38.04 - $45.36 $276K - $329K
43.9K $1.96M
UNP
Union Pacific Corp

Industrials
1.01K
+ 6.81%
$221.78 - $256.09 $224K - $258K
15.8K $3.89M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.83K
+ 163.64%
$79.92 - $88.19 $466K - $514K
9.4K $828K
ITW
Illinois Tool Works Inc

Industrials
1.65K
+ 40.15%
$233.14 - $263.97 $386K - $437K
5.77K $1.51M
IAU
Ishares Gold Trust

ETFs
7.36K
+ 24.64%
$44.06 - $50.5 $324K - $372K
37.2K $1.85M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.11K
+ 32.23%
$100.75 - $111.62 $414K - $459K
16.9K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
68
+ 0.66%
$245.82 - $304.51 $16.7K - $20.7K
10.4K $3.16M
ETN
Eaton Corp PLC

Industrials
1.52K
+ 114.08%
$272.52 - $333.02 $413K - $505K
2.84K $941K
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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