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Change Path

Latest statistics and disclosures from CreativeOne Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSB, VTV, VUG, VEA, VEGA, and represent 13.61% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$60M), VEGA (+$60M), EFV (+$22M), SPY (+$21M), AVGO (+$17M), BOND (+$14M), QUAL (+$14M), DYNF (+$14M), SECT (+$14M), AAPL (+$13M).
Started 229 new stock positions in VTWG, CEF, KNG, HTUS, XAPR, GAPR, HISF, STPZ, EEFT, SPMO.
Reduced shares in these 10 stocks: GSLC (-$8.3M), TIP (-$6.0M), DBEF (-$5.3M), DMAY, FAPR, GJUN, AGG, TFLO, BUG, FDX.
Sold out of its positions in AMLP, ARKK, FAX, ALSN, ARW, ABG, ATKR, ACLS, BLK, CLOA.
CreativeOne Wealth was a net buyer of stock by $880M.
CreativeOne Wealth has $2.9B in assets under management (AUM), dropping by 48.96%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 942 positions in its portfolio as reported in the September 2024 quarterly 13F filing

CreativeOne Wealth has 942 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth Sept. 30, 2024 positions
Download the CreativeOne Wealth September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	3.9	$115M	+107%	2.4M	47.12	View chart
Vanguard Index Fds Value Etf (VTV)	2.7	$79M	+11%	450k	174.57	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$74M	+7%	193k	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$73M	+15%	1.4M	52.81	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	2.0	$60M	NEW	1.4M	43.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$50M	+33%	524k	95.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$48M	+75%	84k	573.76	View chart
Apple (AAPL)	1.5	$45M	+39%	195k	233.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$45M	+43%	253k	179.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.4	$42M	+47%	850k	49.47	View chart
Microsoft Corporation (MSFT)	1.4	$41M	+41%	96k	430.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.3	$37M	+4%	547k	67.51	View chart
NVIDIA Corporation (NVDA)	1.2	$34M	+52%	281k	121.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$32M	+25%	56k	576.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$32M	+225%	548k	57.53	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$31M	+85%	331k	94.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$31M	+13%	396k	78.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$31M	+11%	608k	50.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$30M	+40%	278k	107.65	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$30M	+33%	312k	95.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$29M	+17%	59k	488.07	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.9	$27M	+101%	497k	53.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$24M	+15%	100k	237.24	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.8	$24M	+30%	225k	105.04	View chart
Amazon (AMZN)	0.8	$23M	+42%	123k	186.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$23M	+17%	473k	47.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$23M	+44%	115k	197.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$21M	+50%	139k	151.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$20M	+51%	330k	61.11	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.6	$19M	+113%	354k	53.53	View chart
Broadcom (AVGO)	0.6	$19M	+770%	108k	172.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$18M	+17%	189k	97.42	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$18M	+20%	239k	75.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$18M	+66%	181k	98.10	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.6	$18M		404k	43.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$17M	+12%	218k	78.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$17M	+4%	86k	198.07	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$16M		75k	206.61	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.5	$15M	+8%	640k	24.08	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$15M	+13%	321k	47.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$14M	+48%	476k	29.89	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.5	$14M	+6%	433k	32.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$14M	+740%	30k	460.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$13M	+46%	80k	165.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$13M	+2%	98k	128.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$13M	+37%	211k	59.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$13M	-4%	137k	91.31	View chart
Meta Platforms Cl A (META)	0.4	$12M	+38%	21k	572.47	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.4	$12M	+38%	115k	103.58	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.4	$12M	+102%	119k	99.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$12M	+18%	42k	283.52	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$12M		400k	29.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$11M	+618%	63k	179.16	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.4	$11M	NEW	328k	34.06	View chart
Zillow Group Cl A (ZG)	0.4	$11M	+164%	180k	61.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$10M	+131%	389k	26.65	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$10M		250k	40.67	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.3	$10M		268k	37.70	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$9.9M	+20%	196k	50.74	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.3	$9.9M	-2%	63k	157.55	View chart
Tesla Motors (TSLA)	0.3	$9.7M	+21%	37k	261.63	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$9.6M	+26%	189k	51.04	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$9.6M	+66%	103k	93.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.3	$9.5M	+1024%	198k	48.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$9.5M	+24%	18k	527.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$9.4M	+39%	75k	125.63	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.3	$9.3M	+3%	244k	37.90	View chart
Timothy Plan Intl Etf (TPIF)	0.3	$9.3M	+5%	321k	28.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$9.2M	+73%	190k	48.56	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	0.3	$8.9M	+122%	200k	44.63	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.3	$8.8M	+6%	559k	15.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$8.6M	+40%	134k	64.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$8.5M	NEW	187k	45.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$8.3M	+57%	178k	46.51	View chart
Home Depot (HD)	0.3	$8.2M	+16%	20k	405.52	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$8.2M		272k	30.28	View chart
Verizon Communications (VZ)	0.3	$8.1M	+26%	181k	44.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.3	$7.7M	+26%	153k	50.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$7.7M	+331%	152k	50.88	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$7.7M	+38%	64k	119.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$7.6M	+237%	31k	245.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$7.6M	+1542%	170k	44.94	View chart
Eli Lilly & Co. (LLY)	0.3	$7.5M	+65%	8.4k	885.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$7.4M	+72%	233k	31.78	View chart
Abbvie (ABBV)	0.3	$7.4M	+30%	38k	197.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$7.4M	+23%	175k	42.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$7.2M	+13%	286k	25.04	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$7.1M	-9%	100k	70.83	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$7.0M	+2632%	115k	61.14	View chart
UnitedHealth (UNH)	0.2	$7.0M	+14%	12k	584.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$6.8M	+15%	127k	53.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$6.8M	+29%	108k	62.32	View chart
Pepsi (PEP)	0.2	$6.7M	+147%	40k	170.06	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$6.5M	+67%	74k	87.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$6.5M	+11%	128k	50.60	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.4M	+11%	131k	48.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$6.4M	+23%	26k	243.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.3M	+159%	183k	34.29	View chart
Altria (MO)	0.2	$6.2M	+43%	122k	51.04	View chart
Flexshares Tr Discp Dur Mbs (MBSD)	0.2	$6.2M	+314%	296k	20.98	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.0M	+18%	10k	584.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.9M	+49%	16k	375.35	View chart
Intuit (INTU)	0.2	$5.8M	+26%	9.3k	620.79	View chart
Wal-Mart Stores (WMT)	0.2	$5.8M	+27%	72k	80.75	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$5.8M	+131%	124k	46.47	View chart
Procter & Gamble Company (PG)	0.2	$5.7M	+50%	33k	173.18	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$5.7M	NEW	246k	23.02	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$5.5M	+44%	55k	100.68	View chart
Chevron Corporation (CVX)	0.2	$5.5M	+37%	37k	147.27	View chart
International Business Machines (IBM)	0.2	$5.5M	+70%	25k	221.07	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$5.4M	+22%	125k	43.42	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$5.3M	+147%	172k	30.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$5.3M	NEW	133k	39.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.3M	-35%	52k	101.27	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$5.2M	+41%	64k	81.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.2M	+93%	8.7k	594.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.1M	+8%	23k	220.61	View chart
Visa Com Cl A (V)	0.2	$5.1M	-13%	19k	275.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$4.9M	-6%	97k	50.66	View chart
Cisco Systems (CSCO)	0.2	$4.9M	+28%	91k	53.22	View chart
Costco Wholesale Corporation (COST)	0.2	$4.8M	+16%	5.5k	886.53	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.8M	+36%	9.8k	493.86	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.8M	+43%	23k	210.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$4.8M	+84%	41k	117.29	View chart
Applied Materials (AMAT)	0.2	$4.8M	+18%	24k	202.05	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.7M	+39%	40k	117.21	View chart
Deere & Company (DE)	0.2	$4.4M		11k	417.34	View chart
Adobe Systems Incorporated (ADBE)	0.2	$4.4M	+9%	8.5k	517.78	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$4.4M	NEW	40k	110.63	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$4.4M	+9%	105k	41.76	View chart
Arista Networks (ANET)	0.1	$4.4M	+99%	11k	383.82	View chart
Ge Aerospace Com New (GE)	0.1	$4.3M	+15%	23k	188.59	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.1	$4.3M	+53%	177k	24.15	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$4.3M	+61%	57k	74.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$4.3M	+3%	109k	38.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.1M	+114%	176k	23.45	View chart
Bank of America Corporation (BAC)	0.1	$4.1M		104k	39.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$4.0M	+8%	98k	41.16	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$4.0M	+58%	121k	33.10	View chart
Caterpillar (CAT)	0.1	$4.0M	+14%	10k	391.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$3.9M	+1353%	91k	43.19	View chart
Union Pacific Corporation (UNP)	0.1	$3.9M	+6%	16k	246.48	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.9M	+77%	102k	37.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.9M	+11%	46k	83.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.8M	+116%	67k	57.83	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.8M	+112%	17k	225.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.8M	+14%	19k	199.38	View chart
Sherwin-Williams Company (SHW)	0.1	$3.8M	+8%	10k	381.88	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.8M	+11%	35k	108.63	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$3.7M	+11%	49k	76.88	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.7M	+12%	6.0k	618.74	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$3.7M	-2%	128k	29.07	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$3.7M	+156%	59k	63.49	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$3.6M	+40%	152k	24.00	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.6M	+149%	43k	83.68	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.6M	-36%	72k	50.60	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$3.6M	+19%	69k	51.84	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.6M	+24%	76k	46.97	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.5M	+12%	85k	41.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.5M	+25%	86k	41.28	View chart
Philip Morris International (PM)	0.1	$3.5M	+32%	29k	121.38	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$3.5M	+177%	77k	45.50	View chart
Carrier Global Corporation (CARR)	0.1	$3.5M	+10%	43k	80.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$3.5M	+76%	7.5k	465.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.4M	+465%	27k	126.22	View chart
Palo Alto Networks (PANW)	0.1	$3.4M	+6%	10k	341.80	View chart
Pfizer (PFE)	0.1	$3.4M	+62%	118k	28.94	View chart
Amgen (AMGN)	0.1	$3.3M	+29%	10k	322.19	View chart
Lowe's Companies (LOW)	0.1	$3.3M	+18%	12k	270.89	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.3M	+288%	74k	45.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.3M	+862%	69k	47.74	View chart
At&t (T)	0.1	$3.3M	+34%	149k	22.00	View chart
McKesson Corporation (MCK)	0.1	$3.3M	+5%	6.6k	494.79	View chart
American Express Company (AXP)	0.1	$3.3M		12k	271.33	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.2M	+31%	67k	48.24	View chart
CSX Corporation (CSX)	0.1	$3.2M	+7%	94k	34.53	View chart
Advanced Micro Devices (AMD)	0.1	$3.2M	+27%	20k	164.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.2M	+42%	19k	167.19	View chart
Moody's Corporation (MCO)	0.1	$3.2M	+10%	6.8k	474.88	View chart
Coca-Cola Company (KO)	0.1	$3.2M		44k	71.87	View chart
Marsh & McLennan Companies (MMC)	0.1	$3.2M	+8%	14k	223.04	View chart
Cintas Corporation (CTAS)	0.1	$3.2M	+350%	15k	205.84	View chart
McDonald's Corporation (MCD)	0.1	$3.2M		10k	304.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.2M	+14%	40k	79.68	View chart
Ford Motor Company (F)	0.1	$3.1M	+38%	298k	10.56	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.1M	+69%	35k	88.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.1M	+16%	30k	101.32	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$3.1M		58k	53.27	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.1M	+145%	38k	82.03	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.1M	+42%	42k	72.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$3.0M	-35%	27k	112.98	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$3.0M	+25%	48k	62.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$3.0M	-19%	79k	37.56	View chart
Corteva (CTVA)	0.1	$3.0M	+15%	51k	58.79	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$3.0M	+91%	31k	95.50	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$3.0M	+7%	61k	49.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.9M	+306%	29k	101.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$2.9M	+47%	105k	27.41	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.1	$2.9M	+104%	53k	54.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.9M	+266%	25k	116.96	View chart
Southern Company (SO)	0.1	$2.9M	+44%	32k	90.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.8M	+51%	6.7k	423.12	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$2.8M		56k	50.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.8M	+2%	48k	58.87	View chart
Zoetis Cl A (ZTS)	0.1	$2.8M	+16%	14k	195.35	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$2.8M	+6%	87k	32.15	View chart
Merck & Co (MRK)	0.1	$2.8M	+119%	25k	114.35	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.8M	+183%	53k	52.13	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$2.8M	+2%	59k	46.55	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	+34%	16k	170.40	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$2.8M	+5%	67k	41.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.7M	+582%	29k	95.15	View chart
salesforce (CRM)	0.1	$2.7M	+36%	9.9k	273.72	View chart
Gilead Sciences (GILD)	0.1	$2.7M	+41%	32k	84.23	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+37%	17k	161.94	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$2.7M	+16%	192k	13.94	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.7M	+131%	13k	200.37	View chart
Old Dominion Freight Line (ODFL)	0.1	$2.6M	+10%	13k	198.58	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.6M	+295%	44k	59.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.6M		31k	85.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$2.5M	+92%	16k	157.45	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.5M	+16%	31k	83.19	View chart
Global X Fds Vdeo Gam Esprt (HERO)	0.1	$2.5M	+164%	104k	24.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.5M	+85%	19k	135.44	View chart
Vici Pptys (VICI)	0.1	$2.5M	+59%	76k	33.31	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.5M	+202%	27k	91.81	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	+30%	22k	114.01	View chart
Netflix (NFLX)	0.1	$2.5M	+41%	3.5k	709.29	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$2.5M	+46%	38k	64.07	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$2.4M	-16%	39k	63.01	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.4M	+158%	21k	119.07	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.4M	+11%	181k	13.43	View chart
Kinder Morgan (KMI)	0.1	$2.4M	+35%	109k	22.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.4M	+23%	72k	33.27	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.4M	+31%	25k	96.95	View chart
Msci (MSCI)	0.1	$2.4M	+10%	4.1k	583.11	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$2.4M	+4%	39k	60.08	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$2.3M	+18%	23k	102.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.3M	+32%	31k	75.11	View chart
Microchip Technology (MCHP)	0.1	$2.3M	+2%	29k	80.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.3M	+295%	29k	77.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.3M	+3%	48k	47.52	View chart
T. Rowe Price (TROW)	0.1	$2.3M	+57%	21k	108.90	View chart
Nextera Energy (NEE)	0.1	$2.2M	+33%	27k	84.53	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$2.2M	+89%	32k	70.06	View chart
Uber Technologies (UBER)	0.1	$2.2M	+16%	29k	75.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.2M	+31%	18k	121.16	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.2M	+133%	23k	95.95	View chart
TJX Companies (TJX)	0.1	$2.2M	+10%	19k	117.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.2M	+4%	7.6k	284.02	View chart

Past Filings by CreativeOne Wealth

SEC 13F filings are viewable for CreativeOne Wealth going back to 2018

CreativeOne Wealth 2024 Q3 filed Nov. 13, 2024
CreativeOne Wealth 2024 Q2 filed Aug. 14, 2024
CreativeOne Wealth 2024 Q1 filed May 14, 2024
CreativeOne Wealth 2023 Q4 filed Feb. 9, 2024
CreativeOne Wealth 2023 Q3 filed Oct. 17, 2023
CreativeOne Wealth 2023 Q2 amended filed Aug. 16, 2023
CreativeOne Wealth 2023 Q2 filed Aug. 14, 2023
CreativeOne Wealth 2023 Q1 filed May 15, 2023
CreativeOne Wealth 2022 Q4 filed Feb. 15, 2023
CreativeOne Wealth 2022 Q3 filed Nov. 15, 2022
CreativeOne Wealth 2022 Q2 filed Aug. 12, 2022
CreativeOne Wealth 2022 Q1 filed May 13, 2022
Change Path 2021 Q4 filed Feb. 15, 2022
Change Path 2021 Q3 filed Nov. 16, 2021
Change Path 2021 Q2 filed Aug. 13, 2021
Change Path 2021 Q1 filed May 17, 2021

View all past filings

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