Creative One Wealth, LLC Sells in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DRIV
Global X Fds Global X Autonomo

ETFs
-9.31K
- 18.71%
$22.45 - $24.22 $209K - $225K
40.4K $928K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-6.12K
- 7.19%
$40.86 - $43.42 $250K - $266K
79K $3.31M
CVS
Cvs Health Corp

Healthcare
-1.7K
- 20.86%
$43.78 - $67.46 $74.5K - $115K
6.46K $289K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-5.54K
- 12.37%
$28.56 - $30.02 $158K - $166K
39.2K $1.12M
FDL
First Tr Morningstar Dividend

ETFs
-4.53K
- 20.32%
$39.59 - $43.95 $180K - $199K
17.8K $715K
ETN
Eaton Corp PLC

Industrials
-662
- 23.29%
$326.96 - $377.52 $216K - $250K
2.18K $723K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.95K
- 13.73%
$35.94 - $36.85 $250K - $256K
43.7K $1.61M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.74K
- 28.02%
$75.95 - $88.05 $132K - $153K
4.48K $341K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-3.82K
- 46.33%
$55.05 - $58.86 $210K - $225K
4.43K $249K
USB
Us Bancorp \De\

Financial Services
-5.65K
- 18.49%
$43.98 - $53.66 $248K - $303K
24.9K $1.19M
MEDP
Medpace Holdings, Inc.

Healthcare
-580
- 13.05%
$308.93 - $363.58 $179K - $211K
3.87K $1.28M
TREX
Trex CO Inc

Industrials
-3.19K
- 35.81%
$62.94 - $79.88 $201K - $255K
5.72K $394K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-4.37K
- 3.81%
$102.46 - $110.17 $447K - $481K
110K $11.7M
IWX
Ishares Tr Russell 200 Value E

ETFs
-2.31K
- 41.35%
$78.25 - $85.17 $180K - $196K
3.27K $258K
OMFL
Invesco Exchange Traded Self I

ETFs
-4.08K
- 17.18%
$52.49 - $56.58 $214K - $231K
19.7K $1.07M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.96K
- 51.36%
$110.69 - $154.48 $217K - $303K
1.86K $235K
TGT
Target Corp

Consumer Defensive
-435
- 7.4%
$121.59 - $160.69 $52.9K - $69.9K
5.44K $735K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.12K
- 30.94%
$51.09 - $55.27 $159K - $172K
6.96K $355K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-4.2K
- 8.77%
$35.45 - $40.33 $149K - $169K
43.7K $1.57M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.69K
- 10.96%
$94.79 - $95.69 $160K - $162K
13.7K $1.3M
HDV
Ishares Core High Dividend ETF

ETFs
-1.34K
- 36.01%
$110.82 - $121.28 $148K - $163K
2.38K $267K
BEN
Franklin Resources Inc

Financial Services
-8.44K
- 18.65%
$19.35 - $22.76 $163K - $192K
36.8K $746K
FLCH
Franklin Templeton ETF Tr

ETFs
-5.56K
- 15.61%
$18.27 - $23.64 $102K - $131K
30K $552K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-689
- 9.73%
$131.66 - $144.0 $90.7K - $99.2K
6.4K $844K
UPS
United Parcel Service Inc

Industrials
-104
- 0.72%
$122.65 - $138.35 $12.8K - $14.4K
14.4K $1.82M
CLH
Clean Harbors Inc

Industrials
-473
- 10.75%
$228.61 - $263.39 $108K - $125K
3.93K $903K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.32K
- 17.13%
$33.77 - $44.09 $78.2K - $102K
11.2K $379K
MILN
Global X Funds Global X Millen

ETFs
-5.59K
- 18.15%
$41.22 - $48.0 $231K - $268K
25.2K $1.13M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.04K
- 35.88%
$138.59 - $156.61 $144K - $163K
1.86K $281K
JPUS
Jpmorgan Diversified Return Us

ETFs
-1.13K
- 24.73%
$114.05 - $123.77 $129K - $140K
3.44K $392K
CTEC
Global X Fds Cleantech ETF

ETFs
-9.52K
- 16.77%
$6.71 - $8.23 $63.9K - $78.4K
47.3K $320K
IQV
Iqvia Holdings Inc.

Healthcare
-102
- 3.22%
$190.97 - $236.63 $19.5K - $24.1K
3.07K $602K
EMR
Emerson Electric CO

Industrials
-1.79K
- 35.38%
$108.13 - $134.33 $194K - $241K
3.27K $405K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.57K
- 13.84%
$55.73 - $66.16 $199K - $236K
22.2K $1.34M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-172
- 0.31%
$47.77 - $51.75 $8.22K - $8.9K
56K $2.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.32K
- 32.24%
$100.16 - $100.7 $132K - $133K
2.78K $278K
ADSK
Autodesk, Inc.

Technology
-528
- 30.91%
N/A
1.18K $290K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
-6.26K
- 16.57%
$8.63 - $10.53 $54K - $65.9K
31.5K $273K
FINX
Global X Fds Fintech ETF (De)

ETFs
-8.68K
- 18.68%
$27.48 - $34.32 $239K - $298K
37.8K $1.18M
WRB
Berkley W R Corp

Financial Services
-2.31K
- 31.92%
$56.48 - $64.94 $130K - $150K
4.92K $287K
AVDE
American Centy ETF Tr Avantis

ETFs
-1.25K
- 15.95%
$60.9 - $66.69 $76K - $83.2K
6.58K $403K
DFAX
Dimensional ETF Tr
-1.74K
- 4.8%
$24.76 - $27.04 $43K - $46.9K
34.4K $855K
VLUE
Ishares Msci Usa Value Factor

ETFs
-733
- 6.57%
$104.01 - $115.38 $76.2K - $84.6K
10.4K $1.1M
IDV
Ishares Tr

ETFs
-2.74K
- 20.32%
$27.03 - $29.92 $74K - $81.9K
10.7K $293K
RF
Regions Financial Corp

Financial Services
-4.85K
- 13.11%
$22.45 - $27.47 $109K - $133K
32.1K $755K
SKYY
First Trust Cloud Computing Et

ETFs
-2.63K
- 21.45%
$99.98 - $130.46 $263K - $343K
9.62K $1.15M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.09K
- 23.47%
$100.38 - $107.86 $110K - $118K
3.56K $366K
CCI
Crown Castle International Corp

Real Estate
-250
- 8.6%
$89.78 - $119.11 $22.4K - $29.8K
2.66K $241K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.76K
- 24.75%
$49.87 - $52.46 $87.9K - $92.5K
5.36K $267K
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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