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
TPL
Texas Pacific Land Corp

Energy
224
New
$915.49 - $1730.0 $205K - $388K
224 $247K
ILMN
Illumina, Inc.

Healthcare
1.85K
New
$128.99 - $155.15 $239K - $287K
1.85K $247K
UI
Ubiquiti Inc.

Technology
738
New
$223.6 - $362.72 $165K - $268K
738 $244K
SEIC
Sei Investments CO

Financial Services
2.93K
New
$69.36 - $86.58 $203K - $254K
2.93K $241K
FN
Fabrinet

Technology
1.09K
New
$214.76 - $271.08 $235K - $297K
1.09K $240K
TM
Toyota Motor Corp

Consumer Cyclical
1.23K
New
$169.2 - $199.52 $207K - $245K
1.23K $238K
ROP
Roper Technologies Inc

Industrials
452
New
$519.85 - $575.95 $235K - $260K
452 $234K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.43K
New
$42.25 - $43.54 $229K - $236K
5.43K $232K
VOX
Vanguard Communication Service

ETFs
1.5K
New
$144.31 - $163.57 $217K - $246K
1.5K $232K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.02K
New
$31.36 - $32.75 $220K - $230K
7.02K $226K
BITO
Proshares Tr Bitcoin Strategy

ETFs
9.66K
New
$16.99 - $27.42 $164K - $265K
9.66K $219K
TTWO
Take Two Interactive Software Inc

Communication Services
1.19K
New
$147.66 - $190.46 $176K - $227K
1.19K $219K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.45K
New
$46.48 - $51.32 $207K - $228K
4.45K $214K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.55K
New
$29.25 - $33.27 $192K - $218K
6.55K $211K
FDN
First Tr Fd Dow Jones

ETFs
866
New
$210.5 - $257.24 $182K - $223K
866 $210K
IYE
Ishares Tr

ETFs
4.61K
New
$43.93 - $51.37 $202K - $237K
4.61K $209K
MAIN
Main Street Capital Corp

Financial Services
3.55K
New
$49.95 - $58.58 $178K - $208K
3.55K $208K
CMF
Ishares California Muni Bond E

ETFs
3.61K
New
$56.66 - $58.1 $205K - $210K
3.61K $206K
MOS
Mosaic CO

Basic Materials
8.4K
New
$23.87 - $28.34 $201K - $238K
8.4K $206K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.83K
New
$34.96 - $35.65 $204K - $208K
5.83K $204K
DELL
Dell Technologies Inc.

Technology
1.75K
New
$111.96 - $144.21 $196K - $253K
1.75K $201K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.41K
New
$128.7 - $152.73 $182K - $216K
1.41K $200K
EW
Edwards Lifesciences Corp

Healthcare
2.72K
New
$64.54 - $75.92 $175K - $206K
2.72K $200K
BIGZ
Black Rock Innovation & Growth Trust
26.2K
New
$7.43 - $8.08 $195K - $212K
26.2K $195K
PAXS
Pimco Access Income Fund

Financial Services
12.6K
New
$15.13 - $17.17 $191K - $216K
12.6K $191K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
18.8K
New
$9.94 - $11.39 $187K - $214K
18.8K $188K
CRNT
Ceragon Networks LTD

Technology
36.8K
New
$2.4 - $4.95 $88.3K - $182K
36.8K $171K
AAL
American Airlines Group Inc.

Industrials
14K
New
N/A
14K $154K
SRTS
Sensus Healthcare, Inc.

Healthcare
22.4K
New
$5.95 - $8.95 $133K - $201K
22.4K $153K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
18.4K
New
$5.7 - $8.27 $105K - $152K
18.4K $124K
CCEL
Cryo Cell International Inc

Healthcare
15.3K
New
$5.82 - $9.27 $89.1K - $142K
15.3K $114K
RLJ
Rlj Lodging Trust

Real Estate
10.9K
New
$8.77 - $10.68 $95.7K - $117K
10.9K $111K
PAYO
Payoneer Global Inc.

Technology
10.2K
New
$7.59 - $11.05 $77.6K - $113K
10.2K $102K
VLY
Valley National Bancorp

Financial Services
11.3K
New
$8.7 - $10.78 $98.4K - $122K
11.3K $102K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
24.8K
New
$3.8 - $4.57 $94.1K - $113K
24.8K $95K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
11.2K
New
$8.43 - $9.68 $94.4K - $108K
11.2K $95K
HTCR
Heart Core Enterprises, Inc.

Technology
42.9K
New
$0.73 - $1.82 $31.3K - $78.1K
42.9K $78K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.6K
New
$6.37 - $7.15 $67.8K - $76.1K
10.6K $70K
PHK
Pimco High Income Fund

Financial Services
11K
New
$4.85 - $5.16 $53.3K - $56.7K
11K $53K
APLT
Applied Therapeutics Inc.

Healthcare
21.7K
New
$0.82 - $10.24 $17.8K - $222K
21.7K $18K
T Rowe Price ETF Inc
7.43K
New
N/A
7.43K $0
Aim ETF Products Trust
8.71K
New
N/A
8.71K $0
Grayscale Ethereum Trust ETF
8.46K
New
N/A
8.46K $0
Super Micro Computer Inc
15K
New
N/A
15K $0
Bitwise Ethereum ETF
8.61K
New
N/A
8.61K $0
CLMB
Climb Global Solutions Inc Com
1.95K
New
N/A
1.95K $0
HYGW
Ishares Tr High Yield Corporat
49.8K
New
N/A
49.8K $0
Arista Networks Inc
33.4K
New
N/A
33.4K $0
Atlassian Corporation
909
New
N/A
909 $0
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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