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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.69K
+ 3.7%
$45.2 - $47.87 $76.5K - $81K
47.5K $2.26M
XCEM
Columbia ETF Tr Ii

ETFs
4.73K
+ 25.32%
$30.17 - $33.79 $143K - $160K
23.4K $764K
WFC
Wells Fargo & Company

Financial Services
3.29K
+ 51.72%
$51.58 - $60.97 $169K - $200K
9.64K $544K
DGRO
Ishares Core Dividend Growth E

ETFs
1.17K
+ 6.37%
$57.47 - $62.76 $67.1K - $73.3K
19.5K $1.22M
FXO
First Tr Exchange Traded Fd Fi

ETFs
564
+ 2.05%
$45.78 - $51.72 $25.8K - $29.2K
28.1K $1.44M
BSX
Boston Scientific Corp

Healthcare
1.71K
+ 62.01%
$72.96 - $84.0 $125K - $144K
4.48K $375K
CASY
Caseys General Stores Inc

Consumer Cyclical
435
+ 76.72%
$354.52 - $391.16 $154K - $170K
1K $376K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.4K
+ 11.99%
$12.67 - $14.36 $245K - $278K
181K $2.43M
RYLD
Global X Fds Russell 2000 Cove

ETFs
9.45K
+ 19.51%
$15.22 - $16.33 $144K - $154K
57.9K $935K
HDV
Ishares Core High Dividend ETF

ETFs
1.13K
+ 43.83%
$107.62 - $118.76 $122K - $135K
3.72K $437K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
6.26K
+ 68.08%
$21.45 - $23.13 $134K - $145K
15.5K $355K
RF
Regions Financial Corp

Financial Services
1.43K
+ 4.01%
$19.51 - $23.42 $27.8K - $33.4K
37K $862K
SLV
I Shares Silver Trust

ETFs
4.03K
+ 22.99%
$24.33 - $29.38 $98.1K - $118K
21.6K $613K
SPMD
Spdr Portfolio

ETFs
1.81K
+ 12.87%
$50.29 - $54.92 $91K - $99.4K
15.9K $868K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.17K
+ 62.27%
$42.59 - $60.56 $135K - $192K
8.26K $417K
ET
Energy Transfer LP

Energy
9.34K
+ 27.66%
$15.43 - $16.44 $144K - $153K
43.1K $691K
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.15K
+ 14.06%
$34.72 - $36.88 $109K - $116K
25.5K $942K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
527
+ 25.97%
$150.01 - $182.29 $79.1K - $96.1K
2.56K $464K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
822
+ 5.67%
$62.57 - $70.53 $51.4K - $58K
15.3K $1.06M
LAD
Lithia Motors Inc

Consumer Cyclical
193
+ 15.32%
$243.05 - $320.83 $46.9K - $61.9K
1.45K $461K
JBL
Jabil Inc

Technology
892
+ 28.99%
$97.55 - $126.65 $87K - $113K
3.97K $475K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.04K
+ 25.3%
$48.51 - $52.86 $98.7K - $108K
10.1K $532K
OEF
Ishares S&P 100 ETF

ETFs
485
+ 9.28%
$266.03 - $266.03 $129K - $129K
5.71K $1.52M
DVA
Davita Inc.

Healthcare
363
+ 12.3%
$133.98 - $165.19 $48.6K - $60K
3.31K $543K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.71K
+ 16.36%
$30.27 - $34.42 $82.2K - $93.4K
19.3K $658K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.14K
+ 44.68%
$46.9 - $51.96 $100K - $111K
6.92K $356K
IWB
Ishares Tr Russell 1000 ETF

ETFs
279
+ 11.3%
$283.28 - $314.39 $79K - $87.7K
2.75K $864K
BK
Bank Of New York Mellon Corp

Financial Services
332
+ 3.84%
$59.54 - $72.17 $19.8K - $24K
8.97K $644K
GLW
Corning Inc

Technology
1.69K
+ 20.46%
$37.76 - $46.2 $63.8K - $78K
9.94K $448K
LAMR
Lamar Advertising CO

Real Estate
760
+ 44.44%
$110.9 - $135.58 $84.3K - $103K
2.47K $330K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
81
+ 3.6%
$523.84 - $572.02 $42.4K - $46.3K
2.33K $1.33M
OPCH
Option Care Health, Inc.

Healthcare
2.59K
+ 21.92%
$26.73 - $32.74 $69.1K - $84.6K
14.4K $449K
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.6K
+ 19.28%
$39.31 - $41.32 $102K - $107K
16.1K $664K
PSX
Phillips 66

Energy
1.13K
+ 43.91%
$125.0 - $147.17 $141K - $166K
3.7K $485K
ACHR
Archer Aviation Inc.

Industrials
48K
+ 99.01%
$2.91 - $5.39 $140K - $259K
96.4K $292K
DHR
Danaher Corp

Healthcare
305
+ 24.66%
$239.25 - $280.76 $73K - $85.6K
1.54K $428K
MATX
Matson, Inc.

Industrials
697
+ 41.46%
$121.89 - $142.79 $85K - $99.5K
2.38K $339K
ENB
Enbridge Inc

Energy
2.15K
+ 36.82%
$35.27 - $41.18 $75.9K - $88.6K
8K $324K
ROST
Ross Stores, Inc.

Consumer Cyclical
704
+ 32.0%
$136.06 - $155.24 $95.8K - $109K
2.9K $436K
MEAR
Blackrock Short Maturity Munic

ETFs
2.26K
+ 22.48%
$49.99 - $50.34 $113K - $114K
12.3K $618K
AN
Autonation, Inc.

Consumer Cyclical
381
+ 15.86%
$156.14 - $190.72 $59.5K - $72.7K
2.78K $497K
VXF
Vanguard Extended Market ETF

ETFs
492
+ 26.07%
$163.98 - $182.92 $80.7K - $90K
2.38K $432K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.33K
+ 41.0%
$64.83 - $72.82 $86.3K - $96.9K
4.58K $329K
VGSH
Vanguard

ETFs
1.02K
+ 2.16%
$57.74 - $59.13 $59K - $60.4K
48.3K $2.85M
HYD
Vaneck High Yield Muni ETF

ETFs
1.62K
+ 10.35%
$51.46 - $53.07 $83.3K - $85.9K
17.3K $915K
APD
Air Products & Chemicals, Inc.

Basic Materials
189
+ 14.77%
$247.34 - $300.11 $46.7K - $56.7K
1.47K $437K
OMFL
Invesco Exchange Traded Self I

ETFs
1.8K
+ 8.17%
$47.65 - $52.99 $85.6K - $95.2K
23.8K $1.26M
COP
Conocophillips

Energy
1.69K
+ 20.57%
$102.3 - $116.61 $173K - $197K
9.91K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 17.97%
$61.11 - $67.85 $70K - $77.8K
7.52K $510K
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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