Creative One Wealth, LLC Purchases in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMP
Ameriprise Financial Inc

Financial Services
386
+ 71.48%
$391.53 - $469.81 $151K - $181K
926 $435K
SOXX
Ishares Semiconductor ETF

ETFs
885
New
$199.29 - $265.49 $176K - $235K
885 $204K
EXEL
Exelixis, Inc.

Healthcare
7.84K
New
$21.96 - $27.6 $172K - $216K
7.84K $203K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
6.8K
New
$21.28 - $29.69 $145K - $202K
6.8K $201K
VIS
Vanguard Industrial ETF

ETFs
770
New
$232.12 - $260.07 $179K - $200K
770 $200K
ALB
Albemarle Corp

Basic Materials
2.11K
New
$72.85 - $100.09 $154K - $211K
2.11K $200K
SONY
Sony Group Corp

Technology
2.08K
New
$81.61 - $98.65 $170K - $205K
2.08K $200K
ZM
Zoom Video Communications, Inc.

Technology
1.86K
+ 28.98%
$55.32 - $71.9 $103K - $134K
8.29K $578K
IQV
Iqvia Holdings Inc.

Healthcare
553
+ 21.16%
$206.81 - $251.55 $114K - $139K
3.17K $750K
IGV
Ishares Expanded Tech Software

ETFs
1.98K
+ 26.9%
$77.94 - $89.37 $154K - $177K
9.35K $835K
PAA
Plains All American Pipeline LP

Energy
11.1K
New
$17.0 - $19.03 $189K - $212K
11.1K $193K
HYG
Ishares Tr

ETFs
2.06K
+ 23.68%
$76.72 - $80.36 $158K - $166K
10.8K $864K
LNTH
Lantheus Holdings, Inc.

Healthcare
499
+ 10.69%
$77.7 - $123.62 $38.8K - $61.7K
5.17K $567K
AGNC
Agnc Investment Corp.

Real Estate
18.4K
New
$9.48 - $10.66 $175K - $197K
18.4K $192K
JULZ
Listed Fds Tr Trueshares Struc

Technology
4.92K
New
N/A
4.92K $191K
NUE
Nucor Corp

Basic Materials
1.57K
+ 24.29%
$137.77 - $166.14 $216K - $260K
8.02K $1.21M
VFH
Vanguard Financial ETF

ETFs
865
+ 9.55%
$99.27 - $111.21 $85.9K - $96.2K
9.92K $1.09M
QCOM
Qualcomm Inc

Technology
2.06K
+ 36.34%
$156.12 - $209.64 $321K - $431K
7.71K $1.31M
AEP
American Electric Power CO Inc

Utilities
564
+ 6.68%
$87.11 - $104.95 $49.1K - $59.2K
9.01K $924K
LEN
Lennar Corp

Consumer Cyclical
151
+ 3.65%
$142.5 - $192.45 $21.5K - $29.1K
4.29K $803K
MMSI
Merit Medical Systems Inc

Healthcare
1.31K
+ 32.57%
$84.12 - $100.23 $110K - $131K
5.32K $525K
VST
Vistra Corp.

Utilities
767
+ 28.18%
$69.0 - $119.06 $52.9K - $91.3K
3.49K $413K
EVRG
Evergy, Inc.

Utilities
1.3K
+ 12.28%
$52.46 - $62.01 $68.4K - $80.9K
11.9K $739K
TREX
Trex CO Inc

Industrials
3.29K
+ 58.64%
$59.17 - $85.82 $195K - $282K
8.9K $592K
PEAK
Healthpeak Properties, Inc.

Real Estate
9.19K
New
N/A
9.19K $174K
VBK
Vanguard Small Cap Growth ETF

ETFs
500
+ 22.28%
$240.48 - $267.94 $120K - $134K
2.74K $733K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.69K
+ 3.7%
$45.2 - $47.87 $76.5K - $81K
47.5K $2.26M
SJM
J M Smucker CO

Consumer Defensive
764
+ 12.02%
$109.12 - $122.4 $83.4K - $93.5K
7.12K $862K
XCEM
Columbia ETF Tr Ii

ETFs
4.73K
+ 25.32%
$30.17 - $33.79 $143K - $160K
23.4K $764K
WFC
Wells Fargo & Company

Financial Services
3.29K
+ 51.72%
$51.58 - $60.97 $169K - $200K
9.64K $544K
DGRO
Ishares Core Dividend Growth E

ETFs
1.17K
+ 6.37%
$57.47 - $62.76 $67.1K - $73.3K
19.5K $1.22M
BSX
Boston Scientific Corp

Healthcare
1.71K
+ 62.01%
$72.96 - $84.0 $125K - $144K
4.48K $375K
FXO
First Tr Exchange Traded Fd Fi

ETFs
564
+ 2.05%
$45.78 - $51.72 $25.8K - $29.2K
28.1K $1.44M
CASY
Caseys General Stores Inc

Consumer Cyclical
435
+ 76.72%
$354.52 - $391.16 $154K - $170K
1K $376K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.4K
+ 11.99%
$12.67 - $14.36 $245K - $278K
181K $2.43M
RYLD
Global X Fds Russell 2000 Cove

ETFs
9.45K
+ 19.51%
$15.22 - $16.33 $144K - $154K
57.9K $935K
HDV
Ishares Core High Dividend ETF

ETFs
1.13K
+ 43.83%
$107.62 - $118.76 $122K - $135K
3.72K $437K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
6.26K
+ 68.08%
$21.45 - $23.13 $134K - $145K
15.5K $355K
MILN
Global X Funds Global X Millen

ETFs
1.23K
+ 4.15%
$35.99 - $41.95 $44.2K - $51.5K
30.8K $1.29M
RF
Regions Financial Corp

Financial Services
1.43K
+ 4.01%
$19.51 - $23.42 $27.8K - $33.4K
37K $862K
SLV
I Shares Silver Trust

ETFs
4.03K
+ 22.99%
$24.33 - $29.38 $98.1K - $118K
21.6K $613K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.17K
+ 62.27%
$42.59 - $60.56 $135K - $192K
8.26K $417K
SPMD
Spdr Portfolio

ETFs
1.81K
+ 12.87%
$50.29 - $54.92 $91K - $99.4K
15.9K $868K
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.15K
+ 14.06%
$34.72 - $36.88 $109K - $116K
25.5K $942K
ET
Energy Transfer LP

Energy
9.34K
+ 27.66%
$15.43 - $16.44 $144K - $153K
43.1K $691K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
822
+ 5.67%
$62.57 - $70.53 $51.4K - $58K
15.3K $1.06M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
527
+ 25.97%
$150.01 - $182.29 $79.1K - $96.1K
2.56K $464K
LAD
Lithia Motors Inc

Consumer Cyclical
193
+ 15.32%
$243.05 - $320.83 $46.9K - $61.9K
1.45K $461K
JBL
Jabil Inc

Technology
892
+ 28.99%
$97.55 - $126.65 $87K - $113K
3.97K $475K
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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