Creative One Wealth, LLC Incresed Positions in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
5.77K
+ 54.51%
$79.29 - $84.02 $458K - $485K
16.4K $1.37M
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
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
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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.87K
+ 31.36%
$85.84 - $85.84 $504K - $504K
24.6K $2.11M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.09K
+ 111.6%
$69.38 - $85.8 $353K - $437K
9.65K $827K
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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.23K
+ 16.15%
$98.99 - $101.51 $419K - $430K
30.4K $3.08M
IEMG
Ishares Inc

ETFs
8.78K
+ 33.79%
$53.64 - $53.64 $471K - $471K
34.8K $1.86M
TQQQ
Proshares Ultrapro Qqq

ETFs
6.78K
+ 51.89%
$53.19 - $84.93 $361K - $576K
19.9K $1.44M
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
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.49K
+ 195.31%
$42.54 - $47.97 $404K - $455K
14.4K $682K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
9.65K
+ 219.03%
$47.43 - $47.88 $458K - $462K
14.1K $667K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.27K
+ 28.49%
$49.93 - $51.15 $413K - $423K
37.3K $1.91M
PKG
Packaging Corp Of America

Consumer Cyclical
1.8K
+ 91.09%
$176.32 - $215.7 $317K - $388K
3.77K $812K
TXN
Texas Instruments Inc

Technology
2.32K
+ 51.52%
$194.6 - $194.6 $451K - $451K
6.82K $1.33M
SNA
Snap On Inc

Industrials
1.38K
+ 82.93%
$255.35 - $289.77 $351K - $398K
3.03K $878K
F
Ford Motor CO

Consumer Cyclical
82.3K
+ 38.21%
$9.71 - $14.55 $799K - $1.2M
298K $3.14M
VHT
Vanguard Health Care ETF

ETFs
1.33K
+ 36.02%
$261.88 - $288.1 $347K - $382K
5K $1.41M
VDC
Vanguard Consumer Staples ETF

ETFs
1.73K
+ 49.46%
$201.77 - $221.32 $349K - $383K
5.23K $1.14M
HSY
Hershey CO

Consumer Defensive
1.97K
+ 30.99%
$182.45 - $203.25 $359K - $400K
8.31K $1.59M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.42K
+ 39.68%
$92.56 - $99.46 $409K - $440K
15.6K $1.49M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.06K
+ 241.85%
$128.47 - $280.94 $522K - $1.14M
5.74K $889K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.99K
+ 142.51%
$175.46 - $203.3 $349K - $404K
3.38K $685K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
219
+ 40.86%
$1066.32 - $1355.99 $234K - $297K
755 $994K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.12K
+ 8.54%
$210.25 - $231.86 $236K - $260K
14.3K $3.18M
VLO
Valero Energy Corp

Energy
3.93K
+ 67.94%
$132.81 - $163.48 $522K - $643K
9.72K $1.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.36K
+ 16.65%
$81.31 - $83.29 $355K - $363K
30.6K $2.54M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.8K
+ 15.84%
$77.23 - $87.97 $216K - $246K
20.4K $1.77M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.2K
+ 32.5%
$23.13 - $23.43 $374K - $379K
66K $1.55M
ASML
Asml Holding Nv

Technology
631
+ 85.39%
$749.82 - $1098.95 $473K - $693K
1.37K $1.14M
SRLN
Ssga Active Trust

ETFs
9.27K
+ 9.65%
$40.93 - $41.85 $379K - $388K
105K $4.4M
OHI
Omega Healthcare Investors Inc

Real Estate
8.36K
+ 131.87%
$33.55 - $41.29 $280K - $345K
14.7K $597K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
752
+ 1.36%
$44.07 - $50.57 $33.1K - $38K
56.2K $2.84M
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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