Creative One Wealth, LLC Portfolio Holdings
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
Creative One Wealth, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.76 Billion distributed in 1509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $115M, Vanguard Value ETF with a value of $78.5M, Vanguard Growth ETF with a value of $74.1M, Vanguard Ftse Developed Market with a value of $73.2M, and Ishares S&P 500 Growth ETF with a value of $50.2M.
Examining the 13F form we can see an increase of $784M in the current position value, from $1.97B to 2.76B.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,509
- Current Value $2.76 Billion
- Prior Value $1.97 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 229 stocks
- Additional Purchases 576 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks