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
PANW
Palo Alto Networks Inc

Technology
9.64K
+ 96.09%
$181.96 - $405.9 $1.75M - $3.91M
19.7K $3.58M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.66K
+ 32.9%
$68.06 - $76.27 $181K - $203K
10.7K $735K
INCY
Incyte Corp

Healthcare
1.9K
+ 27.51%
$65.08 - $83.38 $124K - $159K
8.82K $608K
DVN
Devon Energy Corp

Energy
8.88K
+ 40.04%
$30.52 - $42.96 $271K - $381K
31.1K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
382
+ 13.92%
$264.18 - $304.19 $101K - $116K
3.13K $875K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.69K
+ 28.52%
$48.45 - $52.57 $130K - $142K
12.1K $603K
MEAR
Blackrock Short Maturity Munic

ETFs
2.83K
+ 23.05%
$49.94 - $50.28 $141K - $142K
15.1K $755K
DBX
Dropbox, Inc.

Technology
3.16K
+ 34.66%
$25.05 - $30.8 $79.1K - $97.3K
12.3K $368K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
9.82K
+ 58.8%
$14.52 - $15.51 $143K - $152K
26.5K $389K
EEM
Ishares Msci Emerging Markets

ETFs
4.89K
+ 27.66%
$41.82 - $47.36 $204K - $231K
22.6K $943K
SRE
Sempra Energy

Utilities
1K
+ 9.78%
$80.81 - $94.77 $81K - $95K
11.2K $986K
BSX
Boston Scientific Corp

Healthcare
1.16K
+ 25.99%
$83.62 - $91.5 $97.3K - $107K
5.64K $503K
VGLT
Vanguard Long Term Treasury Et

ETFs
6.17K
+ 17.66%
$55.1 - $61.74 $340K - $381K
41.1K $2.27M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.44K
+ 1.32%
$38.63 - $40.03 $55.8K - $57.8K
111K $4.39M
CASY
Caseys General Stores Inc

Consumer Cyclical
260
+ 25.95%
$366.65 - $427.88 $95.3K - $111K
1.26K $500K
GE
General Electric CO

Industrials
3.74K
+ 16.27%
$159.95 - $194.23 $598K - $726K
26.7K $4.46M
DFS
Discover Financial Services

Financial Services
280
+ 12.54%
$136.3 - $182.67 $38.2K - $51.1K
2.51K $435K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
383
+ 1.41%
$124.61 - $133.96 $47.7K - $51.3K
27.6K $3.55M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.56K
+ 10.66%
$62.07 - $66.61 $96.9K - $104K
16.2K $1.04M
LNG
Cheniere Energy, Inc.

Energy
177
+ 7.87%
$181.07 - $225.92 $32K - $40K
2.43K $521K
TFLO
Ishares Treasury Floating Rate

ETFs
2.45K
+ 3.43%
$50.37 - $50.63 $124K - $124K
74K $3.74M
VHT
Vanguard Health Care ETF

ETFs
1K
+ 20.02%
$250.81 - $283.3 $251K - $284K
6.01K $1.52M
QJUN
First Tr ETF
3.7K
+ 48.65%
$26.78 - $28.75 $99.1K - $106K
11.3K $316K
BR
Broadridge Financial Solutions, Inc.

Technology
410
+ 26.49%
$209.64 - $236.44 $86K - $96.9K
1.96K $442K
MARB
First Tr Exchange Traded Fd Ii

ETFs
5.38K
+ 17.93%
$19.62 - $19.93 $106K - $107K
35.4K $703K
SHW
Sherwin Williams CO

Basic Materials
1.55K
+ 15.47%
$338.75 - $399.71 $524K - $618K
11.5K $3.92M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.34K
+ 5.21%
$36.54 - $37.53 $195K - $200K
108K $3.97M
IR
Ingersoll Rand Inc.

Industrials
1.44K
+ 52.59%
$90.46 - $105.35 $131K - $152K
4.19K $378K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.92K
+ 18.37%
$24.55 - $25.16 $121K - $124K
31.7K $781K
EMN
Eastman Chemical CO

Basic Materials
1.6K
+ 81.75%
$90.03 - $110.64 $144K - $177K
3.56K $324K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 9.87%
$46.94 - $51.62 $66.5K - $73.1K
15.8K $787K
RYLD
Global X Fds Russell 2000 Cove

ETFs
5.77K
+ 9.96%
$15.97 - $16.79 $92.1K - $96.9K
63.7K $1.04M
IYF
Ishares Tr

ETFs
599
+ 11.38%
$102.7 - $119.05 $61.5K - $71.3K
5.86K $648K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.08K
+ 48.28%
$20.55 - $23.26 $125K - $142K
18.7K $393K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.67K
+ 15.84%
$99.04 - $109.59 $265K - $293K
19.5K $1.94M
PH
Parker Hannifin Corp

Industrials
152
+ 15.75%
$621.74 - $709.46 $94.5K - $108K
1.12K $710K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
770
+ 11.33%
$25.55 - $47.05 $19.7K - $36.2K
7.57K $300K
IWB
Ishares Tr Russell 1000 ETF

ETFs
240
+ 8.73%
$311.11 - $335.64 $74.7K - $80.6K
2.99K $962K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
7.55K
+ 11.13%
$7.8 - $9.54 $58.9K - $72K
75.3K $656K
SOFI
So Fi Technologies, Inc.

Financial Services
180
+ 1.5%
$7.63 - $16.88 $1.37K - $3.04K
12.2K $187K
VFH
Vanguard Financial ETF

ETFs
93
+ 0.94%
$108.87 - $126.2 $10.1K - $11.7K
10K $1.18M
PEAK
Healthpeak Properties, Inc.

Real Estate
4.83K
+ 52.51%
N/A
14K $265K
SO
Southern CO

Utilities
4.14K
+ 12.99%
$81.5 - $94.15 $337K - $389K
36K $2.96M
APH
Amphenol Corp

Technology
923
+ 15.5%
$62.07 - $75.35 $57.3K - $69.5K
6.88K $477K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
817
+ 13.07%
$103.6 - $112.52 $84.6K - $91.9K
7.07K $741K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.69K
+ 14.7%
$44.87 - $46.86 $121K - $126K
21K $940K
VO
Vanguard Mid Cap ETF

ETFs
323
+ 7.57%
$261.5 - $284.63 $84.5K - $91.9K
4.59K $1.21M
ED
Consolidated Edison Inc

Utilities
1.53K
+ 44.66%
$88.87 - $107.38 $136K - $164K
4.94K $440K
ETR
Entergy Corp

Utilities
2.55K
+ 129.82%
$73.19 - $156.4 $186K - $398K
4.51K $341K
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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