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
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-15.8K
- 57.44%
$39.4 - $40.57 $623K - $641K
11.7K $470K
MPC
Marathon Petroleum Corp

Energy
-3.06K
- 42.09%
$131.65 - $174.84 $403K - $536K
4.22K $587K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-20.9K
- 64.36%
$26.55 - $27.32 $555K - $571K
11.6K $309K
NVS
Novartis Ag

Healthcare
-4.49K
- 66.33%
$96.78 - $117.18 $435K - $526K
2.28K $221K
HERO
Global X Fds Video Games & Esp

ETFs
-19.3K
- 18.54%
$22.79 - $25.51 $440K - $493K
84.9K $1.99M
FTLS
First Tr Long/Short Equity ETF

ETFs
-10.3K
- 17.57%
$63.1 - $67.29 $649K - $692K
48.2K $3.17M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-22.1K
- 52.78%
$25.8 - $28.97 $570K - $641K
19.8K $551K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.18K
- 15.62%
$77.86 - $79.27 $481K - $490K
33.4K $2.6M
CARR
Carrier Global Corp

Industrials
-4
- 0.01%
$66.69 - $82.65 $267 - $331
43.4K $2.96M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-15.8K
- 21.31%
$25.26 - $26.59 $400K - $421K
58.5K $1.48M
BOTZ
Global X Fds

ETFs
-14.2K
- 16.28%
$31.11 - $34.18 $443K - $486K
73.2K $2.34M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-8.51K
- 4.51%
$50.73 - $51.08 $432K - $435K
180K $9.16M
KLAC
Kla Corp

Technology
-116
- 4.28%
$614.46 - $829.55 $71.3K - $96.2K
2.59K $1.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.27K
- 4.37%
$96.64 - $101.23 $220K - $230K
49.7K $4.82M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-5.13K
- 18.65%
$65.93 - $72.24 $338K - $370K
22.4K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.64K
- 6.12%
$61.68 - $67.87 $409K - $450K
102K $6.34M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.1K
- 7.77%
$106.56 - $113.11 $223K - $237K
24.9K $2.66M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-959
- 12.38%
$128.36 - $186.0 $123K - $178K
6.79K $873K
GPC
Genuine Parts CO

Consumer Cyclical
-2.41K
- 54.19%
$113.11 - $143.63 $272K - $346K
2.03K $237K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-478
- 3.59%
$176.4 - $231.84 $84.3K - $111K
12.8K $2.26M
PHM
Pultegroup Inc

Consumer Cyclical
-1.55K
- 26.78%
$108.86 - $149.04 $169K - $231K
4.24K $461K
MARZ
Listed Fds Tr Trueshares Struc

ETFs
-11K
- 43.07%
$31.35 - $33.73 $345K - $371K
14.5K $456K
SPXC
Spx Corp

Industrials
-1.78K
- 22.83%
$143.2 - $181.56 $254K - $322K
6K $873K
EOG
Eog Resources Inc

Energy
-2.93K
- 20.2%
$118.22 - $136.54 $346K - $400K
11.6K $1.42M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-11.3K
- 11.88%
$19.47 - $20.95 $221K - $237K
84.1K $1.64M
VGSH
Vanguard

ETFs
-5.16K
- 10.7%
$58.02 - $58.88 $300K - $304K
43.1K $2.51M
INTC
Intel Corp

Technology
-5.56K
- 9.13%
$19.07 - $26.23 $106K - $146K
55.3K $1.11M
MBSD
Flexshares Tr Disciplined Dura

ETFs
-4.65K
- 1.57%
$20.17 - $20.98 $93.7K - $97.5K
292K $5.9M
DFAE
Dimensional ETF Tr

ETFs
-3.88K
- 3.69%
$25.36 - $28.15 $98.3K - $109K
101K $2.57M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-6.22K
- 44.24%
$47.5 - $47.86 $295K - $297K
7.83K $372K
DUOL
Duolingo, Inc.

Technology
-1.44K
- 34.5%
$278.75 - $373.03 $402K - $538K
2.74K $888K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.36K
- 13.67%
N/A
21.2K $1.82M
FIX
Comfort Systems Usa Inc

Industrials
-939
- 28.19%
$370.68 - $504.12 $348K - $473K
2.39K $1.01M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.05K
- 21.18%
$43.84 - $48.76 $222K - $246K
18.8K $827K
MCD
Mcdonalds Corp

Consumer Cyclical
-430
- 4.14%
$288.47 - $316.54 $124K - $136K
9.94K $2.88M
JPIE
J P Morgan Exchange Traded Fd
-5.38K
- 14.6%
$45.59 - $46.25 $245K - $249K
31.5K $1.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.83K
- 3.18%
$50.62 - $50.97 $244K - $246K
147K $7.46M
T
At&T Inc.

Communication Services
-16.8K
- 11.33%
$21.22 - $23.88 $358K - $402K
132K $3M
TFC
Truist Financial Corp

Financial Services
-6.4K
- 46.3%
$41.51 - $48.1 $266K - $308K
7.43K $322K
BP
Bp PLC

Energy
-8.11K
- 53.53%
$28.16 - $33.14 $228K - $269K
7.04K $208K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.31K
- 7.53%
$71.75 - $75.11 $166K - $174K
28.4K $2.04M
F
Ford Motor CO

Consumer Cyclical
-6.49K
- 2.18%
$9.69 - $11.4 $62.9K - $74K
291K $2.88M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.54K
- 32.69%
$178.39 - $215.0 $275K - $331K
3.17K $611K
FTHI
First Trust Exchange Traded Fd

ETFs
-13.7K
- 5.57%
$22.89 - $24.02 $314K - $329K
232K $5.41M
NBIX
Neurocrine Biosciences Inc

Healthcare
-3.18K
- 37.87%
$111.62 - $139.44 $355K - $444K
5.22K $713K
VPN
Global X Fds Data Ctr Reits &

ETFs
-15.8K
- 17.58%
N/A
74.1K $1.18M
OHI
Omega Healthcare Investors Inc

Real Estate
-5.52K
- 37.55%
$37.51 - $42.56 $207K - $235K
9.18K $347K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-249
- 0.64%
$57.07 - $62.58 $14.2K - $15.6K
38.6K $2.2M
CMCSA
Comcast Corp

Communication Services
-2.15K
- 5.74%
$37.39 - $45.14 $80.3K - $96.9K
35.2K $1.32M
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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