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
UHS
Universal Health Services Inc

Healthcare
2.11K
New
$175.8 - $236.9 $371K - $500K
2.11K $378K
DGRO
Ishares Core Dividend Growth E

ETFs
6.59K
+ 33.81%
$60.73 - $64.94 $400K - $428K
26.1K $1.6M
CODI
Compass Diversified Holdings

Industrials
16.3K
New
$20.56 - $24.27 $336K - $397K
16.3K $377K
C
Citigroup Inc

Financial Services
3.9K
+ 32.5%
$61.31 - $72.5 $239K - $282K
15.9K $1.12M
AIQ
Global X Funds Global X Artifi

ETFs
9.13K
+ 94.33%
$36.57 - $40.57 $334K - $370K
18.8K $726K
CHTR
Charter Communications, Inc.

Communication Services
1K
+ 82.88%
$315.38 - $408.02 $316K - $409K
2.21K $757K
TWLO
Twilio Inc

Communication Services
3.38K
New
$63.73 - $114.96 $215K - $388K
3.38K $364K
BSEP
Innovator U.S. Equity Buffer E

ETFs
8.46K
New
$41.8 - $43.67 $354K - $369K
8.46K $362K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.97K
+ 35.73%
$53.94 - $58.15 $322K - $347K
22.7K $1.28M
PRU
Prudential Financial Inc

Financial Services
3.39K
+ 20.63%
$114.59 - $129.52 $389K - $439K
19.8K $2.35M
NSC
Norfolk Southern Corp

Industrials
1.52K
New
$230.6 - $277.0 $351K - $422K
1.52K $357K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
627
+ 26.89%
$563.99 - $620.12 $354K - $389K
2.96K $1.69M
EME
Emcor Group, Inc.

Industrials
703
+ 48.35%
$427.96 - $526.95 $301K - $370K
2.16K $979K
BMAR
Innovator U.S. Equity Buffer E

ETFs
7.62K
New
$44.7 - $46.74 $341K - $356K
7.62K $352K
TTD
Trade Desk, Inc.

Technology
2.99K
New
$108.7 - $139.51 $325K - $417K
2.99K $351K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.08K
+ 31.02%
$80.13 - $83.77 $407K - $425K
21.4K $1.72M
BJUL
Innovator U.S. Equity Buffer E

ETFs
7.86K
New
$43.33 - $45.42 $341K - $357K
7.86K $350K
JEF
Jefferies Financial Group Inc.

Financial Services
4.46K
New
$61.95 - $81.75 $276K - $365K
4.46K $349K
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 18.41%
$33.62 - $35.69 $363K - $386K
69.5K $2.35M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7.19K
New
$46.46 - $51.66 $334K - $371K
7.19K $346K
STX
Seagate Technology Holdings PLC

Technology
5.62K
+ 93.65%
$86.31 - $112.64 $485K - $633K
11.6K $1M
BCAT
Black Rock Capital Allocation Trust

ETFs
22.6K
New
$15.1 - $16.65 $341K - $376K
22.6K $342K
BA
Boeing CO

Industrials
1.09K
+ 18.47%
$138.14 - $180.72 $151K - $197K
7K $1.24M
MRK
Merck & Co., Inc.

Healthcare
6.89K
+ 28.16%
$96.31 - $114.76 $663K - $790K
31.3K $3.12M
BJAN
Innovator U.S. Equity Buffer E

ETFs
7.09K
New
$46.38 - $47.95 $329K - $340K
7.09K $339K
BAPR
Innovator U.S. Equity Buffer E

ETFs
7.6K
New
$42.96 - $45.15 $326K - $343K
7.6K $336K
BNOV
Innovator U.S. Equity Buffer E

ETFs
8.52K
New
$38.08 - $39.98 $325K - $341K
8.52K $334K
FAAR
First Trust Vii Alternative Ab

ETFs
11.6K
+ 31.79%
$27.44 - $28.42 $320K - $331K
48.3K $1.35M
BOCT
Innovator U.S. Equity Buffer E

ETFs
7.69K
New
$42.04 - $44.04 $323K - $338K
7.69K $332K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.22K
+ 48.35%
$193.7 - $235.05 $236K - $286K
3.74K $855K
IEF
Ishares Barclays

ETFs
4.18K
+ 40.97%
$92.08 - $98.18 $385K - $410K
14.4K $1.33M
PPL
Ppl Corp

Utilities
10.1K
New
$31.47 - $35.0 $318K - $354K
10.1K $328K
ITOT
Ishares Core S&P Total U.S. St

ETFs
778
+ 1.04%
$124.26 - $134.12 $96.7K - $104K
75.8K $9.76M
FDD
First Trust Stoxx European Sel

ETFs
28.8K
New
$11.07 - $12.33 $319K - $355K
28.8K $324K
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.3K
+ 27.99%
$40.06 - $45.21 $492K - $555K
56.2K $2.28M
FMF
First Trust Managed Futures St

ETFs
6.77K
+ 31.53%
$46.63 - $49.57 $316K - $336K
28.2K $1.34M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.61K
New
$119.61 - $136.3 $313K - $356K
2.61K $322K
GIS
General Mills Inc

Consumer Defensive
7.11K
+ 53.23%
$62.78 - $74.62 $446K - $531K
20.5K $1.31M
AFL
Aflac Inc

Financial Services
3.32K
+ 110.71%
$100.37 - $115.27 $333K - $382K
6.32K $653K
BJUN
Innovator U.S. Equity Buffer E

ETFs
8.13K
New
N/A
8.13K $317K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
446
New
$701.85 - $1046.91 $313K - $467K
446 $317K
WM
Waste Management Inc

Industrials
1.61K
+ 99.88%
$201.79 - $228.46 $325K - $368K
3.23K $650K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.53K
New
$83.95 - $99.75 $297K - $353K
3.53K $315K
WEC
Wec Energy Group, Inc.

Utilities
3.35K
New
$92.94 - $101.82 $312K - $341K
3.35K $315K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.28K
+ 11.49%
$69.42 - $93.29 $158K - $213K
22.1K $1.75M
NRG
Nrg Energy, Inc.

Utilities
3.43K
New
$85.3 - $101.61 $293K - $349K
3.43K $309K
FDX
Fedex Corp

Industrials
1.04K
+ 50.76%
$260.5 - $305.15 $271K - $317K
3.09K $868K
TXN
Texas Instruments Inc

Technology
1.58K
+ 23.11%
N/A
8.4K $1.63M
RSG
Republic Services, Inc.

Industrials
1.51K
+ 70.04%
$198.0 - $218.75 $299K - $330K
3.67K $737K
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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