Creative One Wealth, LLC New Holdings in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
122K
New
$47.07 - $48.75 $5.74M - $5.95M
122K $5.83M
AXON
Axon Enterprise, Inc.

Industrials
4.32K
New
$399.22 - $689.78 $1.72M - $2.98M
4.32K $2.57M
HYDB
Ishares Tr Edge High Yield Def

ETFs
53.9K
New
$46.68 - $47.95 $2.52M - $2.58M
53.9K $2.53M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
137K
New
$15.9 - $17.05 $2.18M - $2.33M
137K $2.28M
STWD
Starwood Property Trust, Inc.

Real Estate
112K
New
$18.95 - $20.37 $2.13M - $2.29M
112K $2.13M
UTG
Reaves Utility Income Fund

Financial Services
64.8K
New
$30.81 - $34.99 $2M - $2.27M
64.8K $2.05M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
37.1K
New
$38.17 - $42.95 $1.42M - $1.6M
37.1K $1.45M
APO
Apollo Global Management, Inc.

Financial Services
8.36K
New
$131.36 - $178.61 $1.1M - $1.49M
8.36K $1.38M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
83.4K
New
$16.42 - $18.07 $1.37M - $1.51M
83.4K $1.37M
CHKP
Check Point Software Technologies LTD

Technology
6.66K
New
$170.18 - $209.01 $1.13M - $1.39M
6.66K $1.24M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
75.6K
New
$14.38 - $15.35 $1.09M - $1.16M
75.6K $1.13M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
45.1K
New
$21.71 - $25.45 $979K - $1.15M
45.1K $1.11M
NJUL
Innovator Growth 100 Power Buf

Technology
15.6K
New
$60.22 - $63.94 $937K - $995K
15.6K $976K
HAS
Hasbro, Inc.

Consumer Cyclical
16.9K
New
$55.71 - $72.94 $939K - $1.23M
16.9K $942K
JD
Jd.Com, Inc.

Consumer Cyclical
25.9K
New
$33.35 - $47.1 $864K - $1.22M
25.9K $898K
AUSF
Global X Fds Adaptive U S Fact

ETFs
21.2K
New
$41.71 - $45.09 $883K - $955K
21.2K $889K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
39.4K
New
$16.43 - $22.77 $648K - $897K
39.4K $868K
CAG
Conagra Brands Inc.

Consumer Defensive
30.7K
New
$26.48 - $32.72 $814K - $1.01M
30.7K $852K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
8.8K
New
$93.27 - $105.01 $821K - $924K
8.8K $847K
FOUR
Shift4 Payments, Inc.

Technology
7.68K
New
$88.26 - $114.95 $678K - $883K
7.68K $796K
NOCT
Innovator Growth 100 Power Buf

ETFs
15.4K
New
$49.49 - $52.11 $762K - $803K
15.4K $790K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
27.7K
New
$27.09 - $32.06 $751K - $888K
27.7K $776K
ACWI
Ishares Msci Acwi ETF

ETFs
6.61K
New
$117.05 - $123.03 $774K - $813K
6.61K $776K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
33.5K
New
$23.01 - $26.06 $771K - $873K
33.5K $774K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
36.7K
New
$19.73 - $23.93 $724K - $878K
36.7K $765K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
36.5K
New
$20.35 - $21.68 $742K - $791K
36.5K $752K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
19.9K
New
$36.3 - $37.43 $723K - $745K
19.9K $740K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
17.2K
New
$40.59 - $43.47 $700K - $749K
17.2K $700K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
14.5K
New
$47.98 - $49.47 $694K - $715K
14.5K $698K
SKX
Skechers Usa Inc

Consumer Cyclical
10.3K
New
$59.24 - $72.0 $611K - $742K
10.3K $693K
UAL
United Airlines Holdings, Inc.

Industrials
6.71K
New
$55.62 - $102.44 $373K - $687K
6.71K $651K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
18.5K
New
$34.83 - $38.05 $643K - $703K
18.5K $651K
LVHI
Franklin International Low Vol

ETFs
20.9K
New
$29.98 - $31.57 $626K - $659K
20.9K $637K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6K
New
$101.82 - $114.06 $611K - $684K
6K $619K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
50.6K
New
$11.34 - $12.27 $574K - $621K
50.6K $604K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
12.7K
New
$45.61 - $50.53 $579K - $641K
12.7K $588K
CBRE
Cbre Group, Inc.

Real Estate
4.36K
New
$119.22 - $140.71 $520K - $613K
4.36K $572K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
11.6K
New
$48.17 - $53.38 $558K - $618K
11.6K $564K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
64.6K
New
$8.36 - $8.71 $540K - $563K
64.6K $544K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
14K
New
$37.81 - $38.94 $530K - $546K
14K $541K
TDIV
First Trust Nasdaq Technology

ETFs
6.79K
New
$78.03 - $82.13 $530K - $557K
6.79K $532K
SYF
Synchrony Financial

Financial Services
8.18K
New
$49.01 - $68.55 $401K - $561K
8.18K $531K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
10.3K
New
$50.81 - $51.59 $521K - $529K
10.3K $523K
COIN
Coinbase Global, Inc.

Technology
2.1K
New
$163.17 - $343.62 $343K - $723K
2.1K $522K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
9.62K
New
$52.0 - $55.66 $500K - $536K
9.62K $514K
MSI
Motorola Solutions, Inc.

Technology
1.07K
New
$449.08 - $504.6 $479K - $538K
1.07K $492K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.91K
New
$229.83 - $258.46 $439K - $494K
1.91K $472K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
32K
New
$14.43 - $15.02 $461K - $480K
32K $462K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
25.3K
New
$18.18 - $19.49 $460K - $494K
25.3K $461K
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email