Creative One Wealth, LLC Portfolio Holdings
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
Creative One Wealth, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.97 Billion distributed in 1145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $67.2M, Vanguard Value ETF with a value of $64.7M, Vanguard Ftse Developed Market with a value of $59.5M, Ishares Core Total Usd Bond Ma with a value of $53M, and Ishares S&P 500 Growth ETF with a value of $36.4M.
Examining the 13F form we can see an decrease of $535M in the current position value, from $2.51B to 1.97B.
Creative One Wealth, LLC is based out at Overland Park, KS
Below you can find more details about Creative One Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 1,145
- Current Value $1.97 Billion
- Prior Value $2.51 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 72 stocks
- Additional Purchases 195 stocks
- Sold out of 0 stocks
- Reduced holdings in 485 stocks