Creative One Wealth, LLC New Holdings in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
3.59K
New
$54.54 - $64.56 $196K - $232K
3.59K $226K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.21K
New
$22.43 - $24.11 $207K - $222K
9.21K $222K
EMN
Eastman Chemical CO

Basic Materials
1.96K
New
$93.82 - $113.74 $184K - $222K
1.96K $218K
APA
Apa Corp

Energy
8.94K
New
$23.34 - $32.22 $209K - $288K
8.94K $218K
HSBC
Hsbc Holdings PLC

Financial Services
4.81K
New
$40.42 - $45.91 $195K - $221K
4.81K $217K
UTHR
United Therapeutics Corp

Healthcare
600
New
$311.04 - $363.55 $187K - $218K
600 $215K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
2.83K
New
$68.44 - $75.62 $194K - $214K
2.83K $213K
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.58K
New
$44.13 - $47.01 $202K - $215K
4.58K $213K
CLX
Clorox CO

Consumer Defensive
1.31K
New
$131.73 - $166.97 $172K - $218K
1.31K $213K
AZN
Astrazeneca PLC

Healthcare
2.71K
New
$76.67 - $87.62 $208K - $238K
2.71K $211K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.01K
New
$186.75 - $211.16 $188K - $212K
1.01K $208K
EUSB
Ishares Tr Esg Advanced Total

Technology
4.71K
New
$42.09 - $44.64 $198K - $210K
4.71K $208K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.3K
New
$79.58 - $91.64 $183K - $211K
2.3K $208K
HUM
Humana Inc

Healthcare
656
New
$310.25 - $404.52 $204K - $265K
656 $207K
PODD
Insulet Corp

Healthcare
887
New
$180.69 - $239.01 $160K - $212K
887 $206K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.3K
New
$81.17 - $90.77 $186K - $208K
2.3K $205K
QJUN
First Tr ETF
7.61K
New
$24.85 - $27.22 $189K - $207K
7.61K $205K
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
PAA
Plains All American Pipeline LP

Energy
11.1K
New
$17.0 - $19.03 $189K - $212K
11.1K $193K
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
PEAK
Healthpeak Properties, Inc.

Real Estate
9.19K
New
N/A
9.19K $174K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
11.7K
New
$9.47 - $14.79 $111K - $173K
11.7K $137K
WTTR
Select Energy Services, Inc.

Energy
12K
New
$10.2 - $12.2 $122K - $146K
12K $133K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
10.8K
New
$11.4 - $11.99 $123K - $130K
10.8K $128K
TLRY
Tilray Brands, Inc.

Healthcare
71.9K
New
$1.62 - $2.03 $116K - $146K
71.9K $125K
SOFI
So Fi Technologies, Inc.

Financial Services
12K
New
$6.32 - $8.19 $75.8K - $98.3K
12K $94K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.1K
New
$7.45 - $8.23 $82.8K - $91.5K
11.1K $89K
JOBY
Joby Aviation, Inc.

Industrials
15.6K
New
$4.77 - $7.46 $74.6K - $117K
15.6K $78K
JUPW
Jupiter Wellness, Inc.

Healthcare
22K
New
N/A
22K $64K
MQ
Marqeta, Inc.

Technology
12K
New
$4.67 - $5.61 $56K - $67.3K
12K $59K
REI
Ring Energy, Inc.

Energy
16K
New
$1.58 - $1.99 $25.3K - $31.8K
16K $25K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
13.5K
New
$1.28 - $2.37 $17.3K - $32K
13.5K $18K
Grayscale Ethereum Mini Tr E
10.3K
New
N/A
10.3K $0
Global X Fds
6.37K
New
N/A
6.37K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
11K
New
N/A
11K $0
United Sts Nat Gas Fd LP
67.7K
New
N/A
67.7K $0
Ultimus Managers Tr
7.4K
New
N/A
7.4K $0
Innovator Etfs Trust
17K
New
N/A
17K $0
Aim ETF Products Trust
7.6K
New
N/A
7.6K $0
Wisdomtree Tr
30.1K
New
N/A
30.1K $0
American Healthcare Reit Inc
19.1K
New
N/A
19.1K $0
Victory Portfolios Ii
15.2K
New
N/A
15.2K $0
Gsk PLC
5.21K
New
N/A
5.21K $0
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email