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
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
8.47K
+ 4.77%
$23.43 - $24.2 $198K - $205K
186K $4.36M
DE
Deere & CO

Industrials
27
+ 0.25%
$389.45 - $466.0 $10.5K - $12.6K
10.6K $4.5M
GLDM
World Gold Trust

ETFs
1.67K
+ 3.14%
$50.76 - $55.23 $84.7K - $92.2K
54.8K $2.85M
ONON
On Holding Ag

Consumer Cyclical
323
+ 2.44%
$46.3 - $59.54 $15K - $19.2K
13.6K $743K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.58K
+ 9.1%
$31.23 - $33.51 $205K - $220K
78.8K $2.48M
IWR
Ishares Russell Mid Cap ETF

ETFs
845
+ 8.99%
$87.25 - $95.52 $73.7K - $80.7K
10.2K $905K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.01K
+ 38.86%
$76.22 - $116.71 $153K - $234K
7.18K $641K
AMGN
Amgen Inc

Healthcare
2.74K
+ 26.37%
$258.78 - $328.31 $709K - $900K
13.1K $3.42M
CAH
Cardinal Health Inc

Healthcare
382
+ 10.45%
$107.89 - $125.33 $41.2K - $47.9K
4.04K $477K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.06K
+ 7.58%
$51.58 - $52.91 $106K - $109K
29.3K $1.52M
BDX
Becton Dickinson & CO

Healthcare
445
+ 20.37%
$220.02 - $243.75 $97.9K - $108K
2.63K $596K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.74K
+ 29.74%
$23.92 - $24.89 $65.5K - $68.2K
12K $292K
CR
Crane Holdings, Co.

Industrials
787
+ 9.82%
$148.97 - $184.96 $117K - $146K
8.8K $1.34M
BDCZ
Ubs Ag

ETFs
3.05K
+ 13.08%
$18.22 - $19.39 $55.5K - $59.1K
26.3K $510K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.94K
+ 30.62%
$23.29 - $23.93 $68.4K - $70.3K
12.5K $294K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
447
+ 8.54%
$121.89 - $135.52 $54.5K - $60.6K
5.68K $710K
RWK
Invesco Exchange Traded Fd Tr

ETFs
544
+ 9.76%
$114.67 - $126.49 $62.4K - $68.8K
6.12K $710K
PMAR
Innovator U.S. Equity Power Bu

ETFs
722
+ 2.24%
$39.04 - $40.41 $28.2K - $29.2K
32.9K $1.32M
MAR
Marriott International Inc

Consumer Cyclical
21
+ 1.19%
$246.06 - $292.59 $5.17K - $6.14K
1.79K $500K
ABC
Amerisourcebergen Corp

Healthcare
322
+ 5.98%
N/A
5.71K $1.06M
APD
Air Products & Chemicals, Inc.

Basic Materials
240
+ 16.34%
$285.5 - $335.62 $68.5K - $80.5K
1.71K $495K
XLV
Select Sector Spdr Fund Health

ETFs
2.35K
+ 14.52%
$136.28 - $154.74 $320K - $364K
18.5K $2.55M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.04K
+ 4.66%
$30.04 - $32.01 $31.1K - $33.2K
23.3K $731K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.39K
+ 33.35%
$123.8 - $167.8 $172K - $233K
5.55K $698K
ALTL
Pacer Lunt Large Cap Altenator

Technology
2.04K
+ 10.04%
$37.07 - $39.88 $75.4K - $81.2K
22.3K $828K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.79K
+ 31.08%
$26.65 - $29.34 $74.2K - $81.7K
11.7K $318K
EBND
Spdr Bloomberg Emerging Market

ETFs
4.33K
+ 23.61%
$19.53 - $21.1 $84.6K - $91.4K
22.7K $443K
PHYS
Sprott Physical Gold Trust

Financial Services
3.44K
+ 5.38%
$19.66 - $21.66 $67.5K - $74.4K
67.3K $1.36M
PAPR
Innovator U.S. Equity Power Bu

ETFs
692
+ 1.94%
$35.71 - $37.1 $24.7K - $25.7K
36.3K $1.33M
EVRG
Evergy, Inc.

Utilities
923
+ 7.74%
$59.06 - $65.0 $54.5K - $60K
12.8K $790K
WDAY
Workday, Inc.

Technology
43
+ 1.51%
$233.85 - $279.91 $10.1K - $12K
2.89K $745K
IEV
Ishares Tr Europe ETF

ETFs
1.55K
+ 31.68%
$52.03 - $57.63 $80.6K - $89.3K
6.44K $335K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.28K
+ 27.86%
$64.62 - $71.43 $82.4K - $91.1K
5.85K $378K
TT
Trane Technologies PLC

Industrials
227
+ 12.54%
$369.35 - $419.14 $83.8K - $95.1K
2.04K $752K
IEFA
Ishares Tr

ETFs
2.18K
+ 16.21%
$70.06 - $77.43 $153K - $169K
15.7K $1.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.62K
+ 3.19%
$22.39 - $23.45 $126K - $132K
182K $4.18M
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.38K
+ 17.81%
$43.73 - $45.64 $60.5K - $63.2K
9.16K $400K
HRL
Hormel Foods Corp

Consumer Defensive
1.94K
+ 4.52%
$29.21 - $33.55 $56.8K - $65.2K
45K $1.41M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.46K
+ 7.54%
$44.94 - $46.07 $65.5K - $67.1K
20.8K $936K
HYGV
Flexshares Tr High Yield Value

ETFs
1.38K
+ 11.32%
$40.53 - $41.51 $55.9K - $57.3K
13.6K $552K
PAUG
Innovator U.S. Equity Power Bu

ETFs
712
+ 2.67%
$37.61 - $38.92 $26.8K - $27.7K
27.4K $1.06M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.11K
+ 32.84%
$72.97 - $96.75 $373K - $494K
20.7K $1.54M
CBOE
Cboe Global Markets, Inc.

Financial Services
426
+ 9.15%
$191.61 - $217.84 $81.6K - $92.8K
5.08K $993K
HBAN
Huntington Bancshares Inc

Financial Services
762
+ 3.96%
$14.18 - $18.2 $10.8K - $13.9K
20K $325K
CMI
Cummins Inc

Industrials
54
+ 5.92%
$324.93 - $383.42 $17.5K - $20.7K
966 $336K
OTIS
Otis Worldwide Corp

Industrials
707
+ 31.99%
$92.57 - $106.01 $65.4K - $74.9K
2.92K $270K
DLR
Digital Realty Trust, Inc.

Real Estate
35
+ 1.57%
$156.46 - $195.69 $5.48K - $6.85K
2.27K $401K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
797
+ 5.97%
$50.67 - $50.9 $40.4K - $40.6K
14.1K $717K
MET
Metlife Inc

Financial Services
495
+ 5.53%
$78.15 - $88.25 $38.7K - $43.7K
9.45K $774K
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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