Creative One Wealth, LLC New Holdings in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
328K
New
$31.89 - $34.06 $10.5M - $11.2M
328K $11.2M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
187K
New
$43.5 - $45.75 $8.12M - $8.54M
187K $8.54M
FTHI
First Trust Exchange Traded Fd

ETFs
246K
New
$21.47 - $23.16 $5.28M - $5.7M
246K $5.66M
DFAU
Dimensional ETF Tr

ETFs
133K
New
$35.8 - $39.69 $4.75M - $5.26M
133K $5.26M
SHV
Ishares Tr

ETFs
39.8K
New
$110.05 - $110.63 $4.38M - $4.4M
39.8K $4.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$610460.0 - $715910.0 $1.83M - $2.15M
3 $2.07M
DUHP
Dimensional ETF Tr Dimensional

ETFs
58.7K
New
$30.74 - $34.07 $1.8M - $2M
58.7K $2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
11.3K
New
$152.9 - $180.39 $1.72M - $2.03M
11.3K $1.96M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
80K
New
$23.47 - $23.74 $1.88M - $1.9M
80K $1.9M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
41.1K
New
$41.93 - $44.13 $1.72M - $1.81M
41.1K $1.81M
VPN
Global X Fds Data Ctr Reits &

ETFs
89.9K
New
$14.75 - $16.25 $1.33M - $1.46M
89.9K $1.43M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
37.5K
New
$35.43 - $36.8 $1.33M - $1.38M
37.5K $1.38M
HRL
Hormel Foods Corp

Consumer Defensive
43K
New
$30.04 - $33.14 $1.29M - $1.43M
43K $1.36M
FIX
Comfort Systems Usa Inc

Industrials
3.33K
New
$292.14 - $396.82 $973K - $1.32M
3.33K $1.3M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
54.3K
New
$23.41 - $23.78 $1.27M - $1.29M
54.3K $1.29M
BAH
Booz Allen Hamilton Holding Corp

Industrials
7.75K
New
$138.82 - $162.76 $1.08M - $1.26M
7.75K $1.26M
SKYY
First Trust Cloud Computing Et

ETFs
12.2K
New
$86.45 - $102.48 $1.06M - $1.25M
12.2K $1.25M
SPXC
Spx Corp

Industrials
7.78K
New
$139.19 - $164.35 $1.08M - $1.28M
7.78K $1.24M
YUM
Yum Brands Inc

Consumer Cyclical
8.78K
New
$125.95 - $139.96 $1.11M - $1.23M
8.78K $1.23M
VLUE
Ishares Msci Usa Value Factor

ETFs
11.2K
New
$99.14 - $109.18 $1.11M - $1.22M
11.2K $1.22M
DUOL
Duolingo, Inc.

Technology
4.18K
New
$158.85 - $287.54 $664K - $1.2M
4.18K $1.18M
NEAR
Blackrock Short Maturity Bond

ETFs
22.7K
New
$50.09 - $51.31 $1.14M - $1.17M
22.7K $1.16M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
27.5K
New
$37.64 - $39.51 $1.04M - $1.09M
27.5K $1.09M
NOW
Service Now, Inc.

Technology
1.2K
New
$730.87 - $937.36 $876K - $1.12M
1.2K $1.07M
CLH
Clean Harbors Inc

Industrials
4.4K
New
$219.55 - $249.19 $966K - $1.1M
4.4K $1.06M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
17.6K
New
$59.61 - $60.15 $1.05M - $1.06M
17.6K $1.05M
RACE
Ferrari N.V.

Consumer Cyclical
2.22K
New
$405.92 - $496.79 $899K - $1.1M
2.22K $1.04M
HALO
Halozyme Therapeutics, Inc.

Healthcare
18.1K
New
$51.3 - $64.42 $928K - $1.17M
18.1K $1.03M
ABC
Amerisourcebergen Corp

Healthcare
5.39K
New
N/A
5.39K $997K
DFAX
Dimensional ETF Tr
36.1K
New
$24.29 - $27.25 $878K - $985K
36.1K $976K
AVIG
American Centy ETF Tr Avantis

ETFs
22.5K
New
$40.41 - $42.73 $909K - $961K
22.5K $956K
FTNT
Fortinet, Inc.

Technology
12.3K
New
$55.39 - $77.55 $681K - $953K
12.3K $952K
VRRM
Verra Mobility Corp

Industrials
32.7K
New
$26.13 - $30.84 $855K - $1.01M
32.7K $910K
APP
App Lovin Corp

Technology
6.96K
New
$67.14 - $130.65 $467K - $909K
6.96K $908K
ADUS
Addus Home Care Corp

Healthcare
6.67K
New
$116.16 - $133.58 $775K - $891K
6.67K $886K
SAIA
Saia Inc

Industrials
1.95K
New
$367.6 - $509.42 $718K - $995K
1.95K $853K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
17.6K
New
$43.97 - $48.45 $773K - $852K
17.6K $852K
MSTR
Microstrategy Inc

Technology
5.02K
New
$114.3 - $1800.09 $574K - $9.04M
5.02K $846K
IXN
Ishares Global Information Tec

ETFs
10K
New
$73.0 - $87.81 $732K - $880K
10K $827K
MARZ
Listed Fds Tr Trueshares Struc

ETFs
25.6K
New
$29.77 - $32.21 $761K - $823K
25.6K $823K
NVS
Novartis Ag

Healthcare
6.77K
New
$106.13 - $120.89 $719K - $819K
6.77K $778K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
5.99K
New
$116.03 - $127.58 $695K - $764K
5.99K $764K
DWM
Wisdomtree Tr

ETFs
13.2K
New
$52.24 - $58.1 $688K - $766K
13.2K $758K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
32.2K
New
$22.55 - $23.1 $726K - $744K
32.2K $743K
FXI
Ishares Tr

ETFs
23.4K
New
$24.78 - $32.17 $579K - $751K
23.4K $742K
WDAY
Workday, Inc.

Technology
2.85K
New
$207.75 - $264.68 $591K - $753K
2.85K $695K
BKNG
Booking Holdings Inc.

Consumer Cyclical
158
New
$3305.62 - $4268.05 $522K - $674K
158 $665K
ONON
On Holding Ag

Consumer Cyclical
13.3K
New
$36.63 - $51.57 $485K - $683K
13.3K $664K
PWR
Quanta Services, Inc.

Industrials
2.2K
New
$239.58 - $298.23 $527K - $656K
2.2K $655K
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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