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
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-98
- 0.98%
$40.18 - $41.59 $3.94K - $4.08K
9.86K $407K
AMP
Ameriprise Financial Inc

Financial Services
-95
- 10.26%
$473.15 - $574.01 $44.9K - $54.5K
831 $442K
XBAP
Innovator ETF Tr Us Equity Acc
-1
- 0.01%
$33.19 - $34.23 $33.2 - $34.2
10.6K $361K
EEFT
Euronet Worldwide, Inc.

Technology
-4
- 0.15%
$96.0 - $106.61 $384 - $426
2.62K $269K
FBNC
First Bancorp

Financial Services
-68
- 1.34%
$40.32 - $49.2 $2.74K - $3.35K
5K $219K
CSGS
Csg Systems International Inc

Technology
-225
- 2.62%
$46.59 - $56.23 $10.5K - $12.7K
8.36K $427K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-179
- 0.49%
$28.22 - $28.78 $5.05K - $5.15K
36.2K $1.04M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-98
- 0.61%
$41.16 - $42.25 $4.03K - $4.14K
16K $675K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-779
- 9.74%
$36.5 - $53.22 $28.4K - $41.5K
7.22K $311K
PWR
Quanta Services, Inc.

Industrials
-76
- 3.46%
$296.05 - $346.6 $22.5K - $26.3K
2.12K $670K
HSBC
Hsbc Holdings PLC

Financial Services
-30
- 0.62%
$43.83 - $49.51 $1.31K - $1.49K
4.78K $236K
WTTR
Select Energy Services, Inc.

Energy
-425
- 3.55%
$10.31 - $15.0 $4.38K - $6.38K
11.6K $153K
MGTX
Meira G Tx Holdings PLC

Healthcare
-14.6K
- 24.88%
$4.03 - $7.1 $58.7K - $103K
44K $267K
NTRS
Northern Trust Corp

Financial Services
-27
- 1.08%
$88.4 - $111.16 $2.39K - $3K
2.47K $253K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-212
- 21.01%
$260.53 - $404.79 $55.2K - $85.8K
797 $304K
WCC
Wesco International Inc

Industrials
-46
- 1.23%
$164.11 - $213.19 $7.55K - $9.81K
3.68K $666K
CPRT
Copart Inc

Consumer Cyclical
-140
- 1.46%
$51.36 - $63.8 $7.19K - $8.93K
9.47K $543K
VONG
Vanguard Russell 1000 Growth E

ETFs
-336
- 3.04%
$95.27 - $107.82 $32K - $36.2K
10.7K $1.11M
FHN
First Horizon Corp

Financial Services
-216
- 1.85%
$14.91 - $21.42 $3.22K - $4.63K
11.4K $230K
SLQT
Select Quote, Inc.

Financial Services
-27.4K
- 27.08%
$1.84 - $3.83 $50.3K - $105K
73.7K $274K
SHAK
Shake Shack Inc.

Consumer Cyclical
-21
- 0.93%
$101.73 - $138.76 $2.14K - $2.91K
2.24K $290K
IGV
Ishares Expanded Tech Software

ETFs
-383
- 4.1%
$87.5 - $110.17 $33.5K - $42.2K
8.97K $897K
SPOT
Spotify Technology S.A.

Communication Services
-73
- 4.37%
$362.95 - $502.38 $26.5K - $36.7K
1.6K $714K
DFAU
Dimensional ETF Tr

ETFs
-132
- 0.1%
$39.27 - $42.38 $5.18K - $5.59K
133K $5.37M
CDNS
Cadence Design Systems Inc

Technology
-44
- 0.72%
$249.1 - $324.54 $11K - $14.3K
6.05K $1.82M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.76K
- 4.27%
$116.4 - $138.52 $204K - $243K
39.3K $4.98M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-1.12K
- 1.57%
$17.5 - $22.47 $19.7K - $25.2K
70.5K $1.47M
VGT
Vanguard Information Technolog

ETFs
-149
- 1.72%
$571.78 - $647.97 $85.2K - $96.5K
8.52K $5.3M
CRM
Salesforce, Inc.

Technology
-944
- 9.5%
$270.87 - $367.87 $256K - $347K
8.99K $3.01M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.12K
- 2.96%
$148.14 - $166.23 $610K - $685K
135K $21.6M
ACHR
Archer Aviation Inc.

Industrials
-11.3K
- 11.71%
$2.94 - $11.33 $33.2K - $128K
85.1K $830K
APP
App Lovin Corp

Technology
-1.92K
- 27.66%
$130.67 - $401.5 $251K - $772K
5.03K $1.63M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-12.8K
- 1.5%
$49.03 - $53.35 $627K - $682K
838K $42.9M
VUG
Vanguard Growth ETF

ETFs
-5.83K
- 3.02%
$378.79 - $428.11 $2.21M - $2.5M
187K $76.9M
AVGO
Broadcom Inc.

Technology
-2.07K
- 1.91%
$159.67 - $250.0 $330K - $516K
106K $24.6M
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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