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
LUV
Southwest Airlines CO

Industrials
8.48K
+ 60.94%
$23.7 - $29.93 $201K - $254K
22.4K $663K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.03K
+ 30.96%
$32.36 - $33.78 $227K - $237K
29.7K $1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
860
+ 26.07%
$109.16 - $155.35 $93.9K - $134K
4.16K $642K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.77K
+ 6.0%
$39.37 - $41.68 $148K - $157K
66.5K $2.75M
BEN
Franklin Resources Inc

Financial Services
16K
+ 54.68%
$19.13 - $23.97 $306K - $383K
45.2K $911K
TGT
Target Corp

Consumer Defensive
1.4K
+ 31.33%
$133.47 - $159.25 $187K - $223K
5.88K $916K
CPRT
Copart Inc

Consumer Cyclical
4.95K
+ 106.38%
$49.19 - $55.54 $244K - $275K
9.61K $503K
TT
Trane Technologies PLC

Industrials
436
+ 31.73%
$314.21 - $388.71 $137K - $169K
1.81K $703K
USMC
Principal ETF U S Mega Cap

ETFs
3.16K
+ 12.37%
$51.14 - $56.99 $162K - $180K
28.7K $1.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
529
+ 1.77%
$77.02 - $85.06 $40.7K - $45K
30.5K $2.58M
DHI
Horton D R Inc

Consumer Cyclical
371
+ 10.52%
$135.21 - $197.06 $50.2K - $73.1K
3.9K $743K
MET
Metlife Inc

Financial Services
1.94K
+ 27.6%
$67.96 - $82.48 $132K - $160K
8.96K $738K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
748
+ 1.31%
$48.89 - $54.14 $36.6K - $40.5K
57.7K $3.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
879
+ 42.46%
$218.05 - $243.47 $192K - $214K
2.95K $717K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.66K
+ 26.86%
$35.57 - $37.86 $201K - $214K
26.7K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
478
+ 40.13%
$290.16 - $384.01 $139K - $184K
1.67K $615K
CTRA
Coterra Energy Inc.

Energy
15.6K
+ 31.78%
$22.62 - $27.37 $353K - $427K
64.7K $1.55M
IWN
Ishares Russell2000 Val ETF

ETFs
386
+ 3.27%
$150.05 - $171.34 $57.9K - $66.1K
12.2K $2.04M
PANW
Palo Alto Networks Inc

Technology
607
+ 6.44%
$294.18 - $368.01 $179K - $223K
10K $3.43M
FCX
Freeport Mcmoran Inc

Basic Materials
4.11K
+ 19.46%
$39.52 - $51.92 $162K - $213K
25.2K $1.26M
CEG
Constellation Energy Corp

Utilities
625
+ 54.11%
$167.08 - $262.86 $104K - $164K
1.78K $462K
POCT
Innovator U.S. Equity Power Bu

ETFs
4.08K
+ 3.88%
$37.79 - $38.95 $154K - $159K
109K $4.26M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.21K
+ 74.64%
$169.92 - $205.38 $205K - $248K
2.82K $540K
AMT
American Tower Corp

Real Estate
633
+ 33.07%
$192.27 - $242.73 $122K - $154K
2.55K $592K
LHX
L3 Harris Technologies, Inc.

Industrials
762
+ 27.6%
$221.96 - $243.27 $169K - $185K
3.52K $838K
ADSK
Autodesk, Inc.

Technology
893
+ 109.57%
$245.83 - $245.83 $220K - $220K
1.71K $419K
PH
Parker Hannifin Corp

Industrials
187
+ 24.04%
$501.01 - $635.92 $93.7K - $119K
965 $609K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.8K
+ 95.13%
$18.35 - $19.01 $198K - $205K
22.2K $420K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 29.04%
$147.95 - $191.05 $177K - $229K
5.32K $924K
MGV
Vanguard Mega Cap Value

ETFs
1.38K
+ 45.74%
$118.0 - $128.28 $162K - $177K
4.38K $562K
FANG
Diamondback Energy, Inc.

Energy
2.03K
+ 39.23%
$168.46 - $210.94 $341K - $428K
7.19K $1.24M
AMP
Ameriprise Financial Inc

Financial Services
386
+ 71.48%
$391.53 - $469.81 $151K - $181K
926 $435K
ZM
Zoom Video Communications, Inc.

Technology
1.86K
+ 28.98%
$55.32 - $71.9 $103K - $134K
8.29K $578K
IQV
Iqvia Holdings Inc.

Healthcare
553
+ 21.16%
$206.81 - $251.55 $114K - $139K
3.17K $750K
IGV
Ishares Expanded Tech Software

ETFs
1.98K
+ 26.9%
$77.94 - $89.37 $154K - $177K
9.35K $835K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.1K
+ 3.96%
$58.03 - $65.37 $63.9K - $72K
28.9K $1.87M
HYG
Ishares Tr

ETFs
2.06K
+ 23.68%
$76.72 - $80.36 $158K - $166K
10.8K $864K
LNTH
Lantheus Holdings, Inc.

Healthcare
499
+ 10.69%
$77.7 - $123.62 $38.8K - $61.7K
5.17K $567K
NUE
Nucor Corp

Basic Materials
1.57K
+ 24.29%
$137.77 - $166.14 $216K - $260K
8.02K $1.21M
VFH
Vanguard Financial ETF

ETFs
865
+ 9.55%
$99.27 - $111.21 $85.9K - $96.2K
9.92K $1.09M
QCOM
Qualcomm Inc

Technology
2.06K
+ 36.34%
$156.12 - $209.64 $321K - $431K
7.71K $1.31M
AEP
American Electric Power CO Inc

Utilities
564
+ 6.68%
$87.11 - $104.95 $49.1K - $59.2K
9.01K $924K
LEN
Lennar Corp

Consumer Cyclical
151
+ 3.65%
$142.5 - $192.45 $21.5K - $29.1K
4.29K $803K
MMSI
Merit Medical Systems Inc

Healthcare
1.31K
+ 32.57%
$84.12 - $100.23 $110K - $131K
5.32K $525K
VST
Vistra Corp.

Utilities
767
+ 28.18%
$69.0 - $119.06 $52.9K - $91.3K
3.49K $413K
TREX
Trex CO Inc

Industrials
3.29K
+ 58.64%
$59.17 - $85.82 $195K - $282K
8.9K $592K
EVRG
Evergy, Inc.

Utilities
1.3K
+ 12.28%
$52.46 - $62.01 $68.4K - $80.9K
11.9K $739K
VBK
Vanguard Small Cap Growth ETF

ETFs
500
+ 22.28%
$240.48 - $267.94 $120K - $134K
2.74K $733K
SJM
J M Smucker CO

Consumer Defensive
764
+ 12.02%
$109.12 - $122.4 $83.4K - $93.5K
7.12K $862K
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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