Creative One Wealth, LLC Purchases in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
102K
+ 52.47%
$221.69 - $259.02 $22.6M - $26.5M
297K $74.3M
AMZN
Amazon Com Inc

Consumer Cyclical
59.2K
+ 48.2%
$180.88 - $232.93 $10.7M - $13.8M
182K $39.9M
NVDA
Nvidia Corp

Technology
96.6K
+ 34.34%
$117.0 - $148.88 $11.3M - $14.4M
378K $50.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
445K
+ 93.57%
$29.73 - $30.81 $13.2M - $13.7M
922K $28.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
125K
+ 5427.43%
$89.97 - $98.59 $11.2M - $12.3M
127K $12.1M
GOOGL
Alphabet Inc.

Communication Services
34.6K
+ 43.19%
$161.86 - $196.66 $5.6M - $6.8M
115K $21.7M
TSLA
Tesla, Inc.

Consumer Cyclical
6.52K
+ 17.58%
$213.65 - $479.86 $1.39M - $3.13M
43.6K $17.6M
MSFT
Microsoft Corp

Technology
20.1K
+ 21.0%
$406.35 - $454.46 $8.16M - $9.12M
116K $48.7M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
174K
+ 2915.51%
$41.66 - $43.47 $7.27M - $7.58M
180K $7.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.3K
+ 54.21%
$442.29 - $483.08 $7.22M - $7.89M
46.5K $21.1M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
122K
New
$47.07 - $48.75 $5.74M - $5.95M
122K $5.83M
META
Meta Platforms, Inc.

Communication Services
9.23K
+ 44.44%
$554.08 - $632.68 $5.11M - $5.84M
30K $17.7M
IAU
Ishares Gold Trust

ETFs
113K
+ 304.01%
$48.37 - $52.65 $5.47M - $5.96M
150K $7.44M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
124K
+ 645.24%
$43.61 - $45.3 $5.43M - $5.64M
144K $6.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
271K
+ 947.95%
$25.93 - $105.3 $7.03M - $28.5M
300K $8.35M
EFG
Msci Eafe Growth ETF

ETFs
78.8K
+ 28.33%
$96.83 - $106.88 $7.63M - $8.43M
357K $34.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19.8K
+ 138.67%
$209.89 - $233.24 $4.15M - $4.61M
34K $7.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.05K
+ 8.5%
$481.22 - $538.17 $2.43M - $2.72M
64.5K $33M
NFLX
Netflix Inc

Communication Services
3.71K
+ 106.92%
$687.65 - $936.56 $2.55M - $3.47M
7.18K $6.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.15K
+ 34.17%
$521.84 - $558.82 $3.21M - $3.44M
24.2K $13M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.11K
+ 0.59%
$94.43 - $105.47 $293K - $328K
527K $53.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
52.2K
+ 297.64%
$59.74 - $60.03 $3.12M - $3.14M
69.8K $4.17M
XLE
Energy Sector Spdr

ETFs
38K
+ 51.11%
$83.32 - $97.27 $3.17M - $3.7M
112K $9.64M
BOND
Pimco Active Bond Exchange Tra

ETFs
46.7K
+ 14.13%
$90.42 - $94.5 $4.22M - $4.41M
377K $34.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.85K
+ 3.38%
$567.81 - $607.81 $1.62M - $1.73M
87.2K $51.1M
AXON
Axon Enterprise, Inc.

Industrials
4.32K
New
$399.22 - $689.78 $1.72M - $2.98M
4.32K $2.57M
HYDB
Ishares Tr Edge High Yield Def

ETFs
53.9K
New
$46.68 - $47.95 $2.52M - $2.58M
53.9K $2.53M
ARCC
Ares Capital Corp

Financial Services
113K
+ 273.55%
$20.74 - $22.27 $2.35M - $2.52M
155K $3.39M
PLTR
Palantir Technologies Inc.

Technology
18.2K
+ 63.64%
$36.46 - $82.38 $665K - $1.5M
46.9K $3.55M
SECT
Sector 10, Inc.

ETFs
33.5K
+ 6.74%
$53.17 - $57.82 $1.78M - $1.94M
531K $29.1M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
70.4K
+ 21.47%
$33.45 - $35.38 $2.36M - $2.49M
399K $13.5M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
137K
New
$15.9 - $17.05 $2.18M - $2.33M
137K $2.28M
MCK
Mckesson Corp

Healthcare
3.06K
+ 46.23%
$482.27 - $628.5 $1.47M - $1.92M
9.67K $5.51M
ZG
Zillow Group, Inc.

Communication Services
8.68K
+ 4.83%
$56.08 - $82.33 $487K - $715K
188K $13.3M
STWD
Starwood Property Trust, Inc.

Real Estate
112K
New
$18.95 - $20.37 $2.13M - $2.29M
112K $2.13M
UTG
Reaves Utility Income Fund

Financial Services
64.8K
New
$30.81 - $34.99 $2M - $2.27M
64.8K $2.05M
WMT
Walmart Inc.

Consumer Defensive
14.8K
+ 20.71%
$79.1 - $95.7 $1.17M - $1.42M
86.4K $7.8M
MO
Altria Group, Inc.

Consumer Defensive
33.7K
+ 27.68%
$49.06 - $57.74 $1.65M - $1.95M
156K $8.13M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
38.4K
+ 609.99%
$50.06 - $55.0 $1.92M - $2.11M
44.7K $2.25M
IWY
Ishares Tr Russell 200 Growth

ETFs
7.48K
+ 85.71%
$216.72 - $244.71 $1.62M - $1.83M
16.2K $3.81M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
34.9K
+ 52.48%
$56.06 - $61.35 $1.96M - $2.14M
101K $5.73M
CORP
Pimco Investment Grade Corp Bd

ETFs
23.5K
+ 19.8%
$95.1 - $99.41 $2.24M - $2.34M
142K $13.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.5K
+ 13.75%
$126.68 - $134.74 $1.71M - $1.82M
112K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.66K
+ 2.99%
$570.51 - $610.59 $947K - $1.01M
57.2K $33.7M
SPYG
Spdr Portfolio

ETFs
17.7K
+ 137.77%
$81.74 - $91.38 $1.45M - $1.62M
30.6K $2.69M
VIG
Vanguard Dividend Appreciation

ETFs
8.52K
+ 9.9%
N/A
94.5K $17.2M
TMUS
T Mobile Us, Inc.

Communication Services
6.64K
+ 259.96%
$206.1 - $246.94 $1.37M - $1.64M
9.2K $2.03M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
37.1K
New
$38.17 - $42.95 $1.42M - $1.6M
37.1K $1.45M
PAYX
Paychex Inc

Industrials
9.56K
+ 81.98%
$135.86 - $148.73 $1.3M - $1.42M
21.2K $2.97M
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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