Change Path

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

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 731 positions in its portfolio as reported in the December 2022 quarterly 13F filing

CreativeOne Wealth has 731 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Total Usd (IUSB) 4.8 $88M +15% 2.0M 44.93
Vanguard Index Fds Value Etf (VTV) 3.1 $56M 402k 140.37
Ishares Tr Esg Awr Msci Usa (ESGU) 2.9 $52M -18% 619k 84.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $50M +5% 1.2M 41.97
Vanguard Index Fds Growth Etf (VUG) 2.3 $42M +9% 199k 213.11
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.3 $41M 915k 44.98
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 2.0 $37M +3% 751k 49.27
Ishares Tr Mbs Etf (MBB) 1.9 $35M +115% 382k 92.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $33M +4% 430k 75.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $32M 83k 381.97
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 1.6 $30M -2% 352k 84.19
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $28M -51% 1.2M 22.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $25M -12% 307k 81.17
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $23M 270k 83.76

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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $22M +3% 471k 47.43
Apple (AAPL) 1.2 $21M 163k 129.93
Microsoft Corporation (MSFT) 1.1 $20M 83k 240.00
Ishares Msci Emerg Mrkt (EEMV) 1.0 $18M +5% 333k 53.05
Ishares Tr Core S&p500 Etf (IVV) 1.0 $18M +62% 46k 384.20
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.9 $16M -4% 708k 23.04
Vanguard Index Fds Small Cp Etf (VB) 0.8 $15M +6% 81k 179.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $14M +9% 368k 38.98
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.8 $14M -3% 145k 94.98
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.7 $14M +1321% 561k 24.25
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.7 $13M +4% 444k 29.94
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $13M +88% 120k 108.18
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $13M +29% 85k 151.84
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $13M +5% 170k 74.32
J P Morgan Exchange Traded F Us Aggregate Etf (JAGG) 0.6 $12M -26% 256k 45.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $12M +9% 135k 86.42
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $12M +5% 243k 47.24
Ishares Tr U.s. Tech Etf (IYW) 0.6 $11M +2030% 153k 74.49
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $11M -3% 156k 72.10
Select Sector Spdr Tr Energy (XLE) 0.6 $11M 124k 87.47
Vanguard World Mega Cap Index (MGC) 0.6 $11M 79k 131.85
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $10M -2% 136k 76.33
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $10M +528% 71k 146.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $9.6M +56% 36k 263.16
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $9.3M +2% 181k 51.47
Timothy Plan Hig Dv Stk Etf (TPHD) 0.5 $9.1M +5% 293k 31.13
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.5 $9.1M +5% 270k 33.50
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $9.0M -8% 244k 36.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $8.9M +52% 176k 50.33
Vanguard Bd Index Fds Long Term Bond (BLV) 0.5 $8.7M +15% 120k 72.44
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.5 $8.7M +6% 332k 26.07
Timothy Plan Intl Etf (TPIF) 0.5 $8.6M +6% 371k 23.26
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.5 $8.6M -4% 77k 110.73
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $8.2M +17% 278k 29.43
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $8.2M +29% 277k 29.55
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $8.1M +152% 174k 46.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $7.7M +173% 25k 308.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $7.7M -2% 36k 214.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $7.6M -2% 50k 151.65
UnitedHealth (UNH) 0.4 $7.4M -4% 14k 529.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $7.4M 88k 83.60
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.4 $7.3M -11% 299k 24.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $7.2M +12% 95k 75.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $7.0M +34% 65k 108.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $7.0M +27% 36k 191.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $6.9M -5% 144k 48.24
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $6.8M 72k 95.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $6.7M -7% 210k 31.94
Amazon (AMZN) 0.4 $6.6M -2% 78k 84.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $6.5M -3% 126k 51.79
Ishares Tr Tips Bd Etf (TIP) 0.4 $6.5M -62% 61k 106.59
Vanguard World Mega Cap Val Etf (MGV) 0.4 $6.5M -3% 63k 102.85
Home Depot (HD) 0.4 $6.5M -5% 20k 325.58
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $6.4M -5% 70k 90.91
Ishares Tr Russell 2000 Etf (IWM) 0.4 $6.4M +15% 37k 174.36
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $6.2M -7% 69k 90.44
Abbvie (ABBV) 0.3 $5.8M 36k 161.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $5.8M 66k 88.23
Procter & Gamble Company (PG) 0.3 $5.8M +12% 38k 151.57
Pepsi (PEP) 0.3 $5.7M 32k 180.65
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $5.4M -10% 131k 40.72
Mastercard Incorporated Cl A (MA) 0.3 $5.2M +11% 15k 347.66
Chevron Corporation (CVX) 0.3 $5.1M 28k 179.49
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $5.1M 48k 105.34
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.3 $4.9M +16% 127k 38.79
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $4.8M 172k 28.19
Nextera Energy (NEE) 0.3 $4.8M +26% 58k 83.60
Broadcom (AVGO) 0.3 $4.7M +4% 8.4k 559.41
Wal-Mart Stores (WMT) 0.3 $4.6M -6% 33k 141.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.5M +49% 18k 241.87
McDonald's Corporation (MCD) 0.2 $4.4M -2% 17k 263.53
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $4.4M +44% 88k 50.00
JPMorgan Chase & Co. (JPM) 0.2 $4.3M +3% 32k 134.11
Deere & Company (DE) 0.2 $4.2M +3% 9.8k 428.80
Ishares Tr Conv Bd Etf (ICVT) 0.2 $4.2M -5% 60k 69.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $4.2M +31% 12k 351.35
Exxon Mobil Corporation (XOM) 0.2 $4.0M -2% 36k 110.30
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $4.0M -7% 73k 54.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $3.9M +6% 47k 84.89
Tesla Motors (TSLA) 0.2 $3.9M +25% 32k 123.17
Coca-Cola Company (KO) 0.2 $3.8M +5% 60k 63.61
Visa Com Cl A (V) 0.2 $3.8M -3% 18k 208.17
Ishares Tr Broad Usd High (USHY) 0.2 $3.8M +13% 109k 34.53
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $3.7M -12% 41k 90.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.7M -45% 35k 105.34
Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.7M +9% 56k 65.64
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.2 $3.6M +8% 73k 49.63
Lowe's Companies (LOW) 0.2 $3.6M 18k 199.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $3.6M -6% 120k 29.69
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $3.5M +11% 70k 50.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $3.5M -9% 235k 14.76
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $3.4M 124k 27.02
Johnson & Johnson (JNJ) 0.2 $3.3M -8% 19k 176.68
Merck & Co (MRK) 0.2 $3.2M +10% 29k 110.94
Adobe Systems Incorporated (ADBE) 0.2 $3.2M 9.5k 336.57
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $3.0M +117% 23k 129.17
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $3.0M +42% 43k 69.63
Starbucks Corporation (SBUX) 0.2 $3.0M -17% 30k 99.44
Metropcs Communications (TMUS) 0.2 $3.0M 21k 139.98
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.2 $3.0M -4% 77k 38.91
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $3.0M +3% 7.9k 375.00
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $2.9M -7% 113k 26.02
Proshares Tr Short S&p 500 Ne (SH) 0.2 $2.9M +42% 182k 16.03
Ishares Tr Intl Div Grwth (IGRO) 0.2 $2.9M -3% 51k 57.62
Select Sector Spdr Tr Financial (XLF) 0.2 $2.9M -2% 66k 43.48
Honeywell International (HON) 0.2 $2.8M -6% 13k 214.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.8M 117k 24.22
Invesco Currencyshares Japan Japanese Yen (FXY) 0.2 $2.8M -74% 39k 71.11
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $2.8M +7% 96k 29.03
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.7M +6% 88k 30.53
Global X Fds Cybrscurty Etf (BUG) 0.1 $2.7M +11% 129k 20.76
Pfizer (PFE) 0.1 $2.7M +9% 52k 51.25
Activision Blizzard (ATVI) 0.1 $2.6M +5% 35k 76.41
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $2.6M +6% 65k 39.58
NVIDIA Corporation (NVDA) 0.1 $2.6M -15% 18k 146.13
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $2.5M +9% 125k 20.48
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.5M +5% 10k 248.00
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.1 $2.5M +2% 62k 40.47
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.5M +6% 26k 96.97
Cisco Systems (CSCO) 0.1 $2.5M -4% 52k 47.64
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.1 $2.5M -4% 96k 25.60
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $2.4M +11% 109k 22.53
Thermo Fisher Scientific (TMO) 0.1 $2.4M +6% 4.4k 552.00
International Business Machines (IBM) 0.1 $2.4M +2% 17k 140.89
American Tower Reit (AMT) 0.1 $2.4M +6% 11k 211.35
Intuit (INTU) 0.1 $2.4M +16% 6.2k 389.47
Union Pacific Corporation (UNP) 0.1 $2.4M +4% 12k 207.10
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.1 $2.2M +28% 27k 81.99
Global X Fds Cloud Computng (CLOU) 0.1 $2.2M +9% 138k 16.12
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.2M +9% 45k 49.83
Verizon Communications (VZ) 0.1 $2.2M +16% 56k 39.41
Global X Fds Autonmous Ev Etf (DRIV) 0.1 $2.2M +19% 110k 20.02
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $2.2M NEW 21k 105.24
At&t (T) 0.1 $2.2M 118k 18.41
Walt Disney Company (DIS) 0.1 $2.2M -4% 25k 86.90
Cintas Corporation (CTAS) 0.1 $2.2M +9% 4.8k 451.54
Abbott Laboratories (ABT) 0.1 $2.1M +7% 19k 109.80
Lockheed Martin Corporation (LMT) 0.1 $2.1M +8% 4.4k 486.54
Global X Fds Rate Preferred (PFFV) 0.1 $2.1M +5% 97k 21.68
Ford Motor Company (F) 0.1 $2.1M +25% 181k 11.63
Spdr Ser Tr Aerospace Def (XAR) 0.1 $2.1M NEW 19k 110.06
Applied Materials (AMAT) 0.1 $2.1M 22k 97.62
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $2.1M +4% 99k 20.98
Costco Wholesale Corporation (COST) 0.1 $2.1M -7% 4.5k 456.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.0M 31k 66.03
Philip Morris International (PM) 0.1 $2.0M +46% 20k 101.23
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.1 $2.0M NEW 66k 30.16
Ishares Tr National Mun Etf (MUB) 0.1 $2.0M 19k 105.50
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $2.0M 98k 20.14
Zoetis Cl A (ZTS) 0.1 $2.0M +8% 13k 146.75
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $2.0M +49% 130k 15.22
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M +42% 12k 169.67
Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $2.0M NEW 12k 167.27
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.9M 44k 43.83
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.1 $1.9M +9% 63k 30.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.9M +18% 16k 117.65
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $1.9M NEW 57k 33.34
Target Corporation (TGT) 0.1 $1.9M -3% 13k 149.01
Eli Lilly & Co. (LLY) 0.1 $1.9M -6% 5.2k 365.90
Epam Systems (EPAM) 0.1 $1.9M 5.7k 327.72
J P Morgan Exchange Traded F High Yld Resrch (JPHY) 0.1 $1.9M -23% 43k 44.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.9M +2% 77k 24.28
Ishares Tr Us Infrastruc (IFRA) 0.1 $1.9M +2% 52k 36.26
United Parcel Service CL B (UPS) 0.1 $1.9M +13% 11k 173.86
Sherwin-Williams Company (SHW) 0.1 $1.9M 7.8k 237.53
Ishares Tr U.s. Energy Etf (IYE) 0.1 $1.9M -19% 40k 46.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.8M -8% 21k 88.73
Roper Industries (ROP) 0.1 $1.8M 4.2k 433.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.8M 73k 25.04
Microchip Technology (MCHP) 0.1 $1.8M +6% 26k 70.15
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.8M +10% 19k 98.59
Ishares Tr Us Consum Discre (IYC) 0.1 $1.8M NEW 32k 56.96
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $1.8M 34k 53.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.8M -4% 28k 63.49
American Express Company (AXP) 0.1 $1.8M +2% 12k 147.71
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.1 $1.8M +13% 55k 32.32
Msci (MSCI) 0.1 $1.8M +14% 3.8k 465.06
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $1.8M +45% 90k 19.67
Global X Fds Internet Of Thng (SNSR) 0.1 $1.8M -6% 61k 28.76
Spdr Ser Tr Comp Software (XSW) 0.1 $1.8M NEW 16k 108.72
Dollar General (DG) 0.1 $1.7M -12% 7.1k 246.95
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $1.7M -19% 40k 42.93
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.7M -20% 31k 55.97
Ishares Tr Faln Angls Usd (FALN) 0.1 $1.7M -85% 69k 24.73
Global X Fds Us Pfd Etf (PFFD) 0.1 $1.6M +28% 85k 19.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.6M 29k 55.55
Global X Fds Fintech Etf (FINX) 0.1 $1.6M +6% 85k 19.05
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.6M 35k 45.64
Altria (MO) 0.1 $1.6M +15% 35k 45.72
Moody's Corporation (MCO) 0.1 $1.6M 5.8k 278.38
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.6M 32k 50.00
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) 0.1 $1.6M NEW 53k 29.46
Iqvia Holdings (IQV) 0.1 $1.6M -2% 7.6k 204.95
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $1.5M +21% 16k 94.24
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.5M -6% 66k 23.17
Global X Fds Millennial Consu (MILN) 0.1 $1.5M +12% 58k 26.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.5M +276% 9.6k 158.77
Allegion Ord Shs (ALLE) 0.1 $1.5M -20% 14k 105.46
Goldman Sachs (GS) 0.1 $1.5M -6% 4.4k 343.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.5M +10% 4.5k 331.42
Five Below (FIVE) 0.1 $1.5M -3% 8.5k 176.91
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.1 $1.5M -4% 18k 81.78
Raytheon Technologies Corp (RTX) 0.1 $1.5M +18% 15k 100.93
Ishares Tr Core Msci Total (IXUS) 0.1 $1.5M +11% 25k 57.88
Quest Diagnostics Incorporated (DGX) 0.1 $1.5M -9% 9.9k 148.15
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $1.5M -7% 27k 54.61
Innovator Etfs Tr Us Eqt Aclrtd 9 (XBJL) 0.1 $1.5M +36% 57k 25.62
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.1 $1.5M -4% 85k 17.16
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.1 $1.5M -6% 37k 39.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M +8% 20k 71.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M +9% 29k 49.51
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.4M +2% 17k 84.78
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M -8% 12k 124.40
Ishares Tr Select Divid Etf (DVY) 0.1 $1.4M +140% 12k 120.59
CBOE Holdings (CBOE) 0.1 $1.4M +78% 11k 125.46
Charles Schwab Corporation (SCHW) 0.1 $1.4M -2% 17k 83.27
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.1 $1.4M NEW 42k 32.73
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $1.4M +4% 14k 98.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.4M +8% 19k 70.51
Texas Instruments Incorporated (TXN) 0.1 $1.4M -10% 7.9k 170.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.3M -28% 5.1k 266.77
Paychex (PAYX) 0.1 $1.3M +46% 12k 115.59
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.3M 45k 30.28
Advance Auto Parts (AAP) 0.1 $1.3M +6% 9.1k 146.62
BlackRock (BLK) 0.1 $1.3M -19% 1.9k 708.47
Bristol Myers Squibb (BMY) 0.1 $1.3M +11% 19k 71.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M 3.0k 442.93
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.3M 10k 132.87
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $1.3M 20k 67.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.3M -8% 18k 74.56
AmerisourceBergen (ABC) 0.1 $1.3M -4% 7.9k 165.68
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.3M +6% 27k 47.62
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $1.3M -15% 62k 20.39
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $1.3M +9% 35k 36.51
Intuitive Surgical Com New (ISRG) 0.1 $1.3M 4.7k 265.31
Northrop Grumman Corporation (NOC) 0.1 $1.2M 2.3k 545.69

Past Filings by CreativeOne Wealth

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

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