Creative One Wealth, LLC Reduced Holdings in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-268K
- 11.01%
$45.07 - $47.1 $12.1M - $12.6M
2.17M $98.1M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-166K
- 93.26%
$46.18 - $48.09 $7.68M - $8M
12K $569K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-155K
- 89.05%
$41.96 - $43.69 $6.52M - $6.79M
19.1K $826K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-115K
- 28.36%
$42.7 - $46.33 $4.89M - $5.31M
289K $12.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-22.5K
- 35.09%
$115.08 - $119.55 $2.59M - $2.69M
41.7K $4.82M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-27.7K
- 50.65%
$100.22 - $100.73 $2.78M - $2.79M
27K $2.71M
VTV
Vanguard Value ETF

ETFs
-1.91K
- 0.42%
$168.32 - $181.87 $321K - $347K
448K $75.8M
BIBL
Northern Lts Fd Tr Iv

ETFs
-44.4K
- 17.76%
$38.73 - $42.41 $1.72M - $1.88M
206K $8M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-44.3K
- 22.41%
$47.71 - $49.76 $2.11M - $2.21M
153K $7.52M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-19.6K
- 4.53%
$28.76 - $32.28 $564K - $633K
413K $12M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-38.4K
- 25.12%
$50.07 - $52.35 $1.92M - $2.01M
115K $5.89M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.93K
- 1.56%
$87.85 - $98.6 $258K - $289K
186K $16.5M
LMT
Lockheed Martin Corp

Industrials
-1.46K
- 14.35%
$479.66 - $614.62 $701K - $898K
8.72K $4.24M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-9.78K
- 15.53%
$154.42 - $163.91 $1.51M - $1.6M
53.2K $8.24M
IDEV
Ishares Core Msci Intl Develop

ETFs
-15.1K
- 15.18%
$64.18 - $70.42 $970K - $1.06M
84.5K $5.45M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-38K
- 22.39%
$44.57 - $46.43 $1.69M - $1.76M
132K $6.02M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-32.3K
- 12.05%
$35.89 - $39.51 $1.16M - $1.27M
236K $8.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.84K
- 10.85%
$174.22 - $187.62 $1.19M - $1.28M
56.2K $9.85M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-25K
- 7.81%
$26.38 - $28.72 $660K - $719K
296K $7.85M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-42.3K
- 10.56%
$28.88 - $29.33 $1.22M - $1.24M
358K $10.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.12K
- 28.36%
$396.64 - $516.74 $841K - $1.1M
5.36K $2.16M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-30.1K
- 16.13%
$45.35 - $47.21 $1.37M - $1.42M
157K $7.29M
UBER
Uber Technologies, Inc

Technology
-12.9K
- 43.69%
$59.93 - $86.34 $770K - $1.11M
16.6K $999K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-31.5K
- 11.57%
$29.77 - $30.19 $937K - $950K
240K $7.18M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-19.3K
- 9.85%
$50.35 - $50.69 $971K - $978K
177K $8.9M
CAT
Caterpillar Inc

Industrials
-1.96K
- 19.35%
$360.37 - $416.88 $706K - $817K
8.17K $2.96M
ITW
Illinois Tool Works Inc

Industrials
-3.74K
- 64.69%
$253.56 - $278.5 $947K - $1.04M
2.04K $517K
CSCO
Cisco Systems, Inc.

Technology
-25.8K
- 28.32%
$52.45 - $60.02 $1.35M - $1.55M
65.4K $3.87M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.12K
- 62.74%
$316.94 - $357.88 $989K - $1.12M
1.85K $635K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-14.1K
- 44.01%
$69.3 - $74.3 $974K - $1.04M
17.9K $1.28M
ABT
Abbott Laboratories

Healthcare
-8.16K
- 37.49%
$111.93 - $119.39 $913K - $974K
13.6K $1.54M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-24.4K
- 4.45%
$66.77 - $71.52 $1.63M - $1.74M
523K $36.1M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-18.5K
- 51.16%
$43.02 - $47.32 $796K - $876K
17.7K $764K
MDT
Medtronic PLC

Healthcare
-8.19K
- 39.63%
$79.61 - $92.24 $652K - $756K
12.5K $996K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-23.1K
- 61.75%
$36.71 - $37.55 $850K - $869K
14.3K $534K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-16.5K
- 21.46%
$44.33 - $49.55 $732K - $818K
60.4K $2.71M
FCX
Freeport Mcmoran Inc

Basic Materials
-11.9K
- 47.15%
$38.08 - $50.82 $453K - $605K
13.3K $507K
TJX
Tjx Companies Inc

Consumer Cyclical
-6.61K
- 35.61%
$112.15 - $127.2 $742K - $841K
12K $1.44M
NVO
Novo Nordisk A S

Healthcare
-419
- 2.05%
$85.0 - $120.04 $35.6K - $50.3K
20K $1.72M
CTRA
Coterra Energy Inc.

Energy
-31.8K
- 49.16%
$22.71 - $27.63 $722K - $879K
32.9K $840K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-12.8K
- 9.99%
$26.05 - $29.17 $333K - $373K
115K $3.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-13.8K
- 11.05%
$42.33 - $43.3 $586K - $600K
111K $4.75M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-11.5K
- 1.8%
$23.42 - $24.2 $270K - $278K
629K $14.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.49K
- 2.55%
$88.59 - $94.57 $309K - $330K
134K $11.9M
KR
Kroger CO

Consumer Defensive
-12.1K
- 51.7%
$55.21 - $63.3 $666K - $763K
11.3K $688K
PAVE
Global X Fds Us Infrastructure

ETFs
-13.8K
- 14.09%
$40.41 - $45.95 $559K - $636K
84.4K $3.41M
BUG
Global X Fds Cybersecurity ETF

ETFs
-21.8K
- 35.86%
$30.13 - $34.51 $657K - $752K
39K $1.25M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-12.1K
- 27.6%
$42.84 - $45.38 $520K - $551K
31.8K $1.37M
JPIN
Jp Morgan Diversified Return I

ETFs
-6.77K
- 17.18%
$53.56 - $59.9 $362K - $405K
32.6K $1.75M
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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