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
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
17.2K
New
$26.01 - $28.19 $448K - $485K
17.2K $450K
XEL
Xcel Energy Inc

Utilities
6.65K
New
$62.16 - $72.92 $413K - $485K
6.65K $448K
TRGP
Targa Resources Corp.

Energy
2.48K
New
$150.58 - $207.69 $374K - $515K
2.48K $443K
FICO
Fair Isaac Corp

Technology
221
New
$1911.01 - $2382.4 $422K - $527K
221 $439K
ZS
Zscaler, Inc.

Technology
2.39K
New
$166.99 - $211.99 $399K - $507K
2.39K $431K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
31.5K
New
$13.12 - $14.37 $413K - $453K
31.5K $428K
SNY
Sanofi

Healthcare
8.77K
New
$45.89 - $57.31 $402K - $503K
8.77K $423K
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.8K
New
$17.65 - $18.18 $420K - $433K
23.8K $421K
NEM
Newmont Corp

Basic Materials
11.2K
New
$37.0 - $58.68 $415K - $658K
11.2K $417K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
21.7K
New
$19.11 - $21.17 $414K - $458K
21.7K $416K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
48.8K
New
$8.17 - $8.66 $398K - $422K
48.8K $398K
MTB
M&T Bank Corp

Financial Services
2.12K
New
$172.48 - $221.95 $365K - $469K
2.12K $397K
BMAY
Innovator U.S. Equity Buffer E

ETFs
9.55K
New
$39.2 - $40.69 $374K - $389K
9.55K $385K
UHS
Universal Health Services Inc

Healthcare
2.11K
New
$175.8 - $236.9 $371K - $500K
2.11K $378K
CODI
Compass Diversified Holdings

Industrials
16.3K
New
$20.56 - $24.27 $336K - $397K
16.3K $377K
TWLO
Twilio Inc

Communication Services
3.38K
New
$63.73 - $114.96 $215K - $388K
3.38K $364K
BSEP
Innovator U.S. Equity Buffer E

ETFs
8.46K
New
$41.8 - $43.67 $354K - $369K
8.46K $362K
NSC
Norfolk Southern Corp

Industrials
1.52K
New
$230.6 - $277.0 $351K - $422K
1.52K $357K
BMAR
Innovator U.S. Equity Buffer E

ETFs
7.62K
New
$44.7 - $46.74 $341K - $356K
7.62K $352K
TTD
Trade Desk, Inc.

Technology
2.99K
New
$108.7 - $139.51 $325K - $417K
2.99K $351K
BJUL
Innovator U.S. Equity Buffer E

ETFs
7.86K
New
$43.33 - $45.42 $341K - $357K
7.86K $350K
JEF
Jefferies Financial Group Inc.

Financial Services
4.46K
New
$61.95 - $81.75 $276K - $365K
4.46K $349K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7.19K
New
$46.46 - $51.66 $334K - $371K
7.19K $346K
BCAT
Black Rock Capital Allocation Trust

ETFs
22.6K
New
$15.1 - $16.65 $341K - $376K
22.6K $342K
BJAN
Innovator U.S. Equity Buffer E

ETFs
7.09K
New
$46.38 - $47.95 $329K - $340K
7.09K $339K
BAPR
Innovator U.S. Equity Buffer E

ETFs
7.6K
New
$42.96 - $45.15 $326K - $343K
7.6K $336K
BNOV
Innovator U.S. Equity Buffer E

ETFs
8.52K
New
$38.08 - $39.98 $325K - $341K
8.52K $334K
BOCT
Innovator U.S. Equity Buffer E

ETFs
7.69K
New
$42.04 - $44.04 $323K - $338K
7.69K $332K
PPL
Ppl Corp

Utilities
10.1K
New
$31.47 - $35.0 $318K - $354K
10.1K $328K
FDD
First Trust Stoxx European Sel

ETFs
28.8K
New
$11.07 - $12.33 $319K - $355K
28.8K $324K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.61K
New
$119.61 - $136.3 $313K - $356K
2.61K $322K
BJUN
Innovator U.S. Equity Buffer E

ETFs
8.13K
New
N/A
8.13K $317K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
446
New
$701.85 - $1046.91 $313K - $467K
446 $317K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.53K
New
$83.95 - $99.75 $297K - $353K
3.53K $315K
WEC
Wec Energy Group, Inc.

Utilities
3.35K
New
$92.94 - $101.82 $312K - $341K
3.35K $315K
NRG
Nrg Energy, Inc.

Utilities
3.43K
New
$85.3 - $101.61 $293K - $349K
3.43K $309K
PSTG
Pure Storage, Inc.

Technology
4.93K
New
$48.19 - $66.6 $238K - $329K
4.93K $303K
AIG
American International Group, Inc.

Financial Services
4.16K
New
$70.0 - $79.22 $291K - $330K
4.16K $302K
CGGO
Capital Group Global Growth Eq

ETFs
10.1K
New
$29.21 - $30.67 $296K - $310K
10.1K $295K
OUNZ
Van Eck Merk Gold Trust

ETFs
11.7K
New
$24.72 - $26.9 $288K - $314K
11.7K $295K
KKR
Kkr & Co. Inc.

Financial Services
1.92K
New
$129.87 - $162.87 $250K - $313K
1.92K $284K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.96K
New
$57.29 - $63.1 $284K - $313K
4.96K $284K
ARDX
Ardelyx, Inc.

Healthcare
54K
New
$4.49 - $6.85 $242K - $370K
54K $279K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.62K
New
$48.59 - $49.45 $273K - $278K
5.62K $276K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.1K
New
$101.51 - $140.63 $213K - $296K
2.1K $263K
AWK
American Water Works Company, Inc.

Utilities
2.08K
New
$123.83 - $146.07 $257K - $304K
2.08K $258K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.47K
New
$57.14 - $64.54 $255K - $288K
4.47K $256K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
24K
New
$10.41 - $11.76 $250K - $282K
24K $254K
SVOL
Simplify ETF Simplify Volatili

ETFs
12.2K
New
$20.4 - $21.93 $249K - $267K
12.2K $253K
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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