Creative One Wealth, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.76 Billion distributed in 1509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $115M, Vanguard Value ETF with a value of $78.5M, Vanguard Growth ETF with a value of $74.1M, Vanguard Ftse Developed Market with a value of $73.2M, and Ishares S&P 500 Growth ETF with a value of $50.2M.
Examining the 13F form we can see an increase of $784M in the current position value, from $1.97B to 2.76B.
Creative One Wealth, LLC is based out at Overland Park, KS
Below you can find more details about Creative One Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.76 Billion
ETFs: $1.99 Billion
Technology: $221 Million
Financial Services: $92.2 Million
Consumer Cyclical: $80.5 Million
Healthcare: $77.5 Million
Industrials: $75.9 Million
Communication Services: $59.4 Million
Consumer Defensive: $53.9 Million
Other: $68.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more