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
THY
Toews Agility Shares Dynamic T

Technology
24.3K
New
$22.18 - $23.08 $540K - $562K
24.3K $560K
KLAC
Kla Corp

Technology
844
+ 45.23%
$696.17 - $892.35 $588K - $753K
2.71K $2.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.8K
+ 23.63%
$31.18 - $33.5 $431K - $463K
72.3K $2.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.26K
+ 19.83%
$38.04 - $45.36 $276K - $329K
43.9K $1.96M
GTO
Invesco Actively Managed ETF T

ETFs
11.4K
New
$46.22 - $48.77 $526K - $555K
11.4K $549K
UNP
Union Pacific Corp

Industrials
1.01K
+ 6.81%
$221.78 - $256.09 $224K - $258K
15.8K $3.89M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.83K
+ 163.64%
$79.92 - $88.19 $466K - $514K
9.4K $828K
IRDM
Iridium Communications Inc.

Communication Services
17.7K
New
$25.17 - $31.03 $445K - $549K
17.7K $538K
IAU
Ishares Gold Trust

ETFs
7.36K
+ 24.64%
$44.06 - $50.5 $324K - $372K
37.2K $1.85M
ITW
Illinois Tool Works Inc

Industrials
1.65K
+ 40.15%
$233.14 - $263.97 $386K - $437K
5.77K $1.51M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.11K
+ 32.23%
$100.75 - $111.62 $414K - $459K
16.9K $1.84M
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.6K
New
$40.69 - $42.46 $513K - $536K
12.6K $533K
MCD
Mcdonalds Corp

Consumer Cyclical
68
+ 0.66%
$245.82 - $304.51 $16.7K - $20.7K
10.4K $3.16M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.4K
New
$43.73 - $46.29 $499K - $528K
11.4K $526K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
11.2K
New
$42.72 - $47.0 $478K - $526K
11.2K $526K
ETN
Eaton Corp PLC

Industrials
1.52K
+ 114.08%
$272.52 - $333.02 $413K - $505K
2.84K $941K
AVDE
American Centy ETF Tr Avantis

ETFs
7.82K
New
$60.09 - $67.67 $470K - $529K
7.82K $524K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.77K
+ 54.51%
$79.29 - $84.02 $458K - $485K
16.4K $1.37M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.89K
New
$72.18 - $107.33 $353K - $524K
4.89K $518K
GIS
General Mills Inc

Consumer Defensive
5.96K
+ 80.4%
$62.5 - $75.15 $372K - $448K
13.4K $986K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.92K
+ 61.41%
$64.35 - $75.71 $381K - $448K
15.6K $1.15M
CL
Colgate Palmolive CO

Consumer Defensive
4.53K
+ 70.23%
$95.54 - $108.77 $433K - $493K
11K $1.14M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.24K
+ 10.3%
$178.41 - $210.18 $222K - $261K
13.3K $2.64M
FVD
First Tr Value Line Divid Inde

ETFs
11.2K
New
$40.45 - $45.49 $454K - $510K
11.2K $510K
C
Citigroup Inc

Financial Services
8.2K
+ 216.34%
$56.11 - $67.61 $460K - $554K
12K $750K
CTA
Simplify Exch Traded Fds Simpl

ETFs
20.3K
+ 93.99%
$25.73 - $27.07 $522K - $549K
41.9K $1.09M
INTC
Intel Corp

Technology
31.1K
+ 104.9%
$18.9 - $34.87 $589K - $1.09M
60.8K $1.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.94K
+ 71.42%
$42.22 - $48.62 $420K - $483K
23.9K $1.11M
AMCR
Amcor PLC

Consumer Cyclical
32.5K
+ 37.34%
$9.5 - $11.44 $308K - $371K
119K $1.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.85K
+ 43.85%
$48.06 - $49.39 $474K - $487K
32.3K $1.59M
PAPR
Innovator U.S. Equity Power Bu

ETFs
13.1K
+ 58.19%
$33.61 - $35.94 $440K - $471K
35.6K $1.28M
DUK
Duke Energy Corp

Utilities
3.49K
+ 55.9%
$99.35 - $117.71 $347K - $411K
9.74K $1.12M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.09K
+ 111.6%
$69.38 - $85.8 $353K - $437K
9.65K $827K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.87K
+ 31.36%
$85.84 - $85.84 $504K - $504K
24.6K $2.11M
NKE
Nike, Inc.

Consumer Cyclical
2.61K
+ 13.49%
$71.09 - $89.44 $186K - $234K
22K $1.94M
IEFA
Ishares Tr

ETFs
5.6K
+ 71.27%
$70.09 - $78.74 $393K - $441K
13.5K $1.05M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.3K
New
$24.86 - $26.33 $456K - $483K
18.3K $479K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.23K
+ 16.15%
$98.99 - $101.51 $419K - $430K
30.4K $3.08M
BP
Bp PLC

Energy
15.1K
New
$30.78 - $37.05 $466K - $561K
15.1K $475K
TQQQ
Proshares Ultrapro Qqq

ETFs
6.78K
+ 51.89%
$53.19 - $84.93 $361K - $576K
19.9K $1.44M
IEMG
Ishares Inc

ETFs
8.78K
+ 33.79%
$53.64 - $53.64 $471K - $471K
34.8K $1.86M
FOXA
Fox Corp

Communication Services
8.79K
+ 72.47%
$34.12 - $42.33 $300K - $372K
20.9K $885K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.51K
+ 18.08%
$94.31 - $103.26 $331K - $362K
22.9K $2.35M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.11K
+ 81.22%
$156.14 - $187.2 $329K - $395K
4.71K $870K
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.27K
+ 12.22%
$38.49 - $41.61 $357K - $386K
85.1K $3.53M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.55K
+ 104.84%
$49.7 - $56.11 $425K - $480K
16.7K $917K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.89K
+ 14.09%
$76.94 - $79.54 $376K - $389K
39.6K $3.14M
MUB
Ishares National Muni Bond ETF

ETFs
3.66K
+ 11.69%
$106.13 - $108.7 $388K - $398K
35K $3.8M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
20.7K
New
$20.82 - $22.27 $431K - $461K
20.7K $461K
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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