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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
846
+ 20.53%
$198.04 - $221.51 $168K - $187K
4.97K $1.05M
PEP
Pepsico Inc

Consumer Defensive
6.1K
+ 15.45%
$151.29 - $176.1 $922K - $1.07M
45.6K $6.93M
FOXA
Fox Corp

Communication Services
1.8K
+ 8.62%
$41.35 - $49.99 $74.6K - $90.1K
22.7K $1.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.1K
+ 14.2%
$38.37 - $42.82 $466K - $520K
97.6K $3.75M
ACN
Accenture PLC

Technology
623
+ 13.63%
$343.9 - $376.86 $214K - $235K
5.19K $1.83M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.78K
+ 23.91%
$77.25 - $91.3 $138K - $163K
9.25K $789K
XLB
Select Sector Spdr Fd Material

ETFs
2.84K
+ 102.3%
$83.8 - $97.58 $238K - $277K
5.62K $473K
SHV
Ishares Tr

ETFs
2.05K
+ 5.15%
$109.92 - $110.57 $225K - $226K
41.8K $4.6M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.03K
+ 16.52%
$157.33 - $189.22 $163K - $196K
7.29K $1.23M
LAD
Lithia Motors Inc

Consumer Cyclical
404
+ 27.8%
$303.15 - $394.27 $122K - $159K
1.86K $663K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.22K
+ 28.61%
$22.72 - $23.0 $209K - $212K
41.4K $944K
CSX
Csx Corp

Industrials
12.7K
+ 13.55%
$31.58 - $36.88 $401K - $469K
107K $3.44M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.29K
+ 8.4%
$91.29 - $91.8 $209K - $210K
29.6K $2.7M
EXEL
Exelixis, Inc.

Healthcare
4.16K
+ 53.12%
$25.39 - $36.46 $106K - $152K
12K $399K
USMC
Principal ETF U S Mega Cap

ETFs
1.8K
+ 6.29%
$56.37 - $61.98 $102K - $112K
30.5K $1.83M
ITA
Ishares Tr

ETFs
1.37K
+ 78.9%
$144.31 - $157.31 $198K - $216K
3.11K $452K
NET
Cloudflare, Inc.

Technology
58
+ 0.84%
$78.11 - $117.56 $4.53K - $6.82K
6.98K $751K
PFE
Pfizer Inc

Healthcare
17.9K
+ 15.2%
$24.8 - $30.19 $444K - $540K
136K $3.6M
SOXX
Ishares Semiconductor ETF

ETFs
948
+ 107.12%
$211.27 - $239.8 $200K - $227K
1.83K $394K
LLY
Eli Lilly & CO

Healthcare
1.48K
+ 17.62%
$727.2 - $932.06 $1.08M - $1.38M
9.9K $7.64M
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.06K
+ 40.13%
$40.31 - $42.43 $204K - $215K
17.7K $715K
OPCH
Option Care Health, Inc.

Healthcare
12.8K
+ 89.31%
$21.74 - $31.64 $279K - $406K
27.2K $631K
SYK
Stryker Corp

Healthcare
508
+ 24.45%
$345.14 - $392.15 $175K - $199K
2.59K $931K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.16K
+ 22.37%
$81.39 - $94.14 $176K - $203K
11.8K $1.01M
RTX
Raytheon Technologies Corp

Industrials
2.39K
+ 13.23%
$114.45 - $127.21 $274K - $304K
20.5K $2.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
576
+ 19.53%
$241.48 - $274.89 $139K - $158K
3.53K $894K
IBM
International Business Machines Corp

Technology
941
+ 3.8%
$204.9 - $238.04 $193K - $224K
25.7K $5.65M
PGR
Progressive Corp

Financial Services
787
+ 86.96%
$239.6 - $268.88 $189K - $212K
1.69K $405K
AVT
Avnet Inc

Technology
3.6K
+ 45.08%
$52.09 - $57.69 $187K - $208K
11.6K $605K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.92K
+ 6.64%
$61.52 - $66.5 $118K - $128K
30.8K $1.97M
XLP
Consumer Staples Sector Spdr

ETFs
2.17K
+ 5.79%
N/A
39.6K $3.01M
CLX
Clorox CO

Consumer Defensive
1.02K
+ 78.29%
$156.51 - $169.74 $160K - $174K
2.33K $378K
SNA
Snap On Inc

Industrials
40
+ 1.32%
$285.44 - $371.35 $11.4K - $14.9K
3.07K $1.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.08K
+ 1.68%
$33.92 - $36.6 $105K - $113K
186K $6.45M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
9.37K
+ 42.29%
$18.41 - $18.97 $173K - $178K
31.5K $583K
SNPS
Synopsys Inc

Technology
431
+ 19.16%
$485.36 - $588.0 $209K - $253K
2.68K $1.3M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.01K
+ 5.82%
$40.12 - $41.68 $121K - $125K
54.7K $2.25M
VBR
Vanguard Small Cap Value ETF

ETFs
1.06K
+ 5.52%
$197.36 - $217.3 $209K - $230K
20.2K $4.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.01K
+ 50.0%
$129.96 - $144.97 $132K - $147K
3.04K $423K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.1K
+ 12.11%
$57.78 - $60.4 $237K - $247K
37.9K $2.2M
DGX
Quest Diagnostics Inc

Healthcare
1.14K
+ 21.28%
N/A
6.48K $888K
HYD
Vaneck High Yield Muni ETF

ETFs
3.4K
+ 19.7%
$51.09 - $53.06 $174K - $180K
20.6K $1.07M
FISV
Fiserv Inc

Technology
1.24K
+ 13.62%
N/A
10.3K $1.29M
VTR
Ventas, Inc.

Real Estate
2.96K
+ 77.57%
$57.73 - $66.48 $171K - $197K
6.79K $399K
VLO
Valero Energy Corp

Energy
2.24K
+ 23.04%
$118.59 - $144.02 $266K - $323K
12K $1.47M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.87K
+ 35.56%
$30.93 - $33.94 $212K - $233K
26.2K $811K
AZN
Astrazeneca PLC

Healthcare
2.85K
+ 104.9%
$63.2 - $79.58 $180K - $226K
5.56K $364K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
1.33K
+ 22.14%
$125.0 - $133.2 $166K - $177K
7.32K $916K
IP
International Paper CO

Consumer Cyclical
821
+ 3.77%
$46.64 - $59.57 $38.3K - $48.9K
22.6K $1.22M
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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