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
AEE
Ameren Corp

Utilities
289
+ 5.52%
$85.81 - $94.98 $24.8K - $27.4K
5.52K $492K
GLW
Corning Inc

Technology
238
+ 2.39%
$44.11 - $49.76 $10.5K - $11.8K
10.2K $483K
EMHC
Spdr Bloomberg Emerging Market
2.05K
+ 19.99%
$23.7 - $25.01 $48.5K - $51.2K
12.3K $292K
SONY
Sony Group Corp

Technology
8.95K
+ 430.69%
$17.53 - $96.8 $157K - $867K
11K $233K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
164
+ 2.12%
$43.37 - $51.46 $7.11K - $8.44K
7.9K $380K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
950
+ 33.53%
$64.29 - $75.41 $61.1K - $71.6K
3.78K $244K
GPN
Global Payments Inc

Industrials
7
+ 0.22%
$97.57 - $119.38 $683 - $836
3.17K $354K
DUK
Duke Energy Corp

Utilities
958
+ 9.84%
$105.76 - $120.76 $101K - $116K
10.7K $1.15M
VICI
Vici Properties Inc.

Real Estate
11.6K
+ 15.39%
$28.27 - $33.19 $329K - $386K
87.2K $2.55M
MANH
Manhattan Associates Inc

Technology
310
+ 6.46%
$263.36 - $309.78 $81.6K - $96K
5.11K $1.38M
JULZ
Listed Fds Tr Trueshares Struc

Technology
781
+ 15.89%
N/A
5.7K $221K
FTGC
First Trust Global Tactical CO

ETFs
943
+ 4.91%
$23.23 - $24.25 $21.9K - $22.9K
20.1K $481K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.72K
+ 33.44%
$7.83 - $8.16 $29.1K - $30.3K
14.8K $116K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
737
+ 12.21%
$40.97 - $42.66 $30.2K - $31.4K
6.77K $280K
VMI
Valmont Industries Inc

Industrials
29
+ 2.99%
$287.0 - $352.14 $8.32K - $10.2K
998 $306K
IXN
Ishares Global Information Tec

ETFs
35
+ 0.35%
$80.67 - $87.84 $2.82K - $3.07K
10.1K $852K
SIVR
Abrdn Silver ETF Trust

ETFs
1.59K
+ 18.16%
$27.61 - $33.22 $43.9K - $52.8K
10.3K $285K
HEFA
Ishares Currency Hedged Msci E

ETFs
937
+ 8.54%
$34.42 - $35.88 $32.3K - $33.6K
11.9K $413K
O
Realty Income Corp

Real Estate
6K
+ 20.32%
$51.76 - $64.71 $311K - $388K
35.5K $1.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
159
+ 6.73%
$111.85 - $120.71 $17.8K - $19.2K
2.52K $290K
AME
Ametek Inc

Industrials
30
+ 1.38%
$165.89 - $197.38 $4.98K - $5.92K
2.2K $396K
AA
Alcoa Corp

Basic Materials
803
+ 8.81%
$36.62 - $47.42 $29.4K - $38.1K
9.92K $374K
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.46%
$179.17 - $207.15 $1.97K - $2.28K
2.39K $454K
VDE
Vanguard Energy ETF

ETFs
202
+ 6.34%
$116.67 - $136.78 $23.6K - $27.6K
3.39K $411K
VOE
Vanguard Mid Cap Value Index F

ETFs
315
+ 6.1%
$160.89 - $176.18 $50.7K - $55.5K
5.48K $886K
VT
Vanguard Total World Stk Index

ETFs
224
+ 8.82%
$117.09 - $123.07 $26.2K - $27.6K
2.76K $324K
URI
United Rentals, Inc.

Industrials
318
+ 16.45%
$704.44 - $880.32 $224K - $280K
2.25K $1.59M
QLD
Proshares Ultra Qqq

ETFs
3
+ 0.12%
$97.85 - $120.25 $294 - $361
2.56K $276K
STZ
Constellation Brands, Inc.

Consumer Defensive
443
+ 20.21%
$219.66 - $257.62 $97.3K - $114K
2.64K $582K
FITB
Fifth Third Bancorp

Financial Services
498
+ 7.88%
$41.76 - $48.44 $20.8K - $24.1K
6.82K $288K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
524
+ 2.13%
$113.92 - $127.38 $59.7K - $66.7K
25.1K $2.89M
ENB
Enbridge Inc

Energy
53
+ 0.66%
$40.4 - $43.92 $2.14K - $2.33K
8.05K $341K
AJG
Arthur J. Gallagher & Co.

Financial Services
46
+ 2.34%
$278.49 - $315.16 $12.8K - $14.5K
2.02K $571K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
423
+ 7.6%
$51.54 - $52.55 $21.8K - $22.2K
5.99K $309K
MNST
Monster Beverage Corp

Consumer Defensive
217
+ 1.87%
$49.24 - $56.38 $10.7K - $12.2K
11.8K $622K
IWN
Ishares Russell2000 Val ETF

ETFs
299
+ 2.45%
$162.69 - $181.35 $48.6K - $54.2K
12.5K $2.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.43K
+ 107.28%
$25.33 - $51.16 $188K - $380K
14.4K $371K
MLN
Vaneck Long Muni ETF

ETFs
2.24K
+ 3.84%
$17.61 - $18.29 $39.4K - $40.9K
60.4K $1.08M
VV
Vanguard Large Cap ETF

ETFs
25
+ 2.02%
$260.27 - $280.65 $6.51K - $7.02K
1.26K $340K
IFRA
Ishares Tr

ETFs
1.41K
+ 1.85%
$45.94 - $51.71 $64.6K - $72.8K
77.3K $3.58M
DVA
Davita Inc.

Healthcare
415
+ 12.52%
$139.81 - $167.96 $58K - $69.7K
3.73K $557K
GD
General Dynamics Corp

Industrials
350
+ 17.24%
$260.28 - $314.03 $91.1K - $110K
2.38K $627K
VTWG
Vanguard Russell 2000 Growth E

ETFs
48
+ 4.77%
$202.91 - $229.76 $9.74K - $11K
1.05K $221K
ACM
Aecom

Industrials
2
+ 0.06%
$101.97 - $116.97 $204 - $234
3.43K $365K
QAI
Iq Hedge Multi Strategy Compos

ETFs
741
+ 4.42%
$31.38 - $32.72 $23.3K - $24.2K
17.5K $550K
OC
Owens Corning

Industrials
113
+ 7.89%
$169.41 - $210.81 $19.1K - $23.8K
1.55K $263K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
277
+ 2.33%
$48.96 - $52.85 $13.6K - $14.6K
12.2K $599K
IGRO
Ishares Tr International Divid

ETFs
5.75K
+ 10.02%
$67.76 - $74.48 $389K - $428K
63.1K $4.29M
SHEL
Shell PLC

Energy
564
+ 6.78%
$60.63 - $70.23 $34.2K - $39.6K
8.89K $557K
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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