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 693 positions in its portfolio as reported in the September 2022 quarterly 13F filing

CreativeOne Wealth has 693 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) 4.5 $75M -2% 1.7M 44.50
Ishares Tr Esg Awr Msci Usa (ESGU) 3.6 $61M 763k 79.41
Ishares Tr Us Treas Bd Etf (GOVT) 3.5 $58M +25% 2.5M 22.76
Vanguard Index Fds Value Etf (VTV) 3.0 $50M 407k 123.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $41M +3% 1.1M 36.36
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.3 $39M +15% 928k 41.98
Vanguard Index Fds Growth Etf (VUG) 2.3 $39M +5% 181k 213.95
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 1.9 $31M -7% 729k 42.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $30M -6% 84k 357.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $30M 412k 71.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $29M -34% 352k 81.21
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 1.7 $28M +3% 361k 76.41
Apple (AAPL) 1.3 $22M +8% 160k 138.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $22M +3% 453k 47.73

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Microsoft Corporation (MSFT) 1.2 $19M +6% 83k 233.12
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $19M +23% 267k 72.56
Ishares Tr Tips Bd Etf (TIP) 1.0 $17M -33% 165k 104.97
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 1.0 $17M +3% 741k 22.63
Ishares Tr Mbs Etf (MBB) 1.0 $16M -13% 178k 91.48
Ishares Msci Emerg Mrkt (EEMV) 1.0 $16M +2% 315k 50.68
J P Morgan Exchange Traded F Us Aggregate Etf (JAGG) 0.9 $16M -2% 347k 45.40
Vanguard Index Fds Small Cp Etf (VB) 0.8 $13M 76k 175.00
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.8 $13M +2% 151k 85.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $12M +5% 337k 36.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $12M +5% 161k 73.48
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.7 $12M +2% 425k 27.74
Ishares Tr Faln Angls Usd (FALN) 0.7 $11M -23% 472k 23.90
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $11M +3% 232k 47.24
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $11M 162k 66.10
Ishares Tr Core S&p500 Etf (IVV) 0.6 $10M +17% 28k 358.65
Vanguard World Mega Cap Index (MGC) 0.6 $10M -30% 80k 125.43
Invesco Currencyshares Japan Japanese Yen (FXY) 0.6 $9.9M NEW 153k 64.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $9.9M 123k 80.17
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $9.8M 139k 70.81
Amazon (AMZN) 0.5 $9.1M +4% 80k 113.00
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $9.1M +364% 266k 34.04
Select Sector Spdr Tr Energy (XLE) 0.5 $9.0M +81% 125k 72.02
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $8.9M +5% 176k 50.51
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $8.9M -4% 66k 135.16
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.5 $8.1M NEW 81k 100.83
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.5 $8.1M -13% 336k 24.13
Ishares Tr Core High Dv Etf (HDV) 0.5 $8.0M -21% 87k 91.35
Timothy Plan Hig Dv Stk Etf (TPHD) 0.5 $7.8M +2% 278k 28.04
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.5 $7.7M +3% 256k 30.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $7.7M +223% 37k 210.40
Vanguard Bd Index Fds Long Term Bond (BLV) 0.5 $7.5M +9% 105k 71.95
UnitedHealth (UNH) 0.4 $7.4M 15k 505.02
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $7.3M 152k 48.26
Timothy Plan Intl Etf (TPIF) 0.4 $7.1M +3% 349k 20.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $7.0M NEW 52k 135.98
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $6.9M -3% 64k 108.95
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $6.9M -6% 238k 29.17
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $6.9M +71% 74k 93.26
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $6.9M +5% 311k 22.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $6.9M +15% 71k 96.39
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $6.8M +83% 87k 78.43
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $6.8M 131k 51.80
Tesla Motors (TSLA) 0.4 $6.8M +270% 26k 265.23
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $6.6M 74k 89.60
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $6.5M +148% 64k 102.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $6.4M -2% 227k 28.05
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $6.3M -2% 213k 29.68
Alphabet Cap Stk Cl A (GOOGL) 0.4 $6.2M +63% 65k 95.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.2M -10% 23k 267.27
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.4 $6.2M -16% 173k 35.72
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $6.0M +41% 147k 40.82
Home Depot (HD) 0.4 $5.9M +13% 21k 279.07
Vanguard World Mega Cap Val Etf (MGV) 0.4 $5.9M NEW 65k 89.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $5.8M +37% 115k 50.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $5.6M +33% 84k 66.43
Ishares Tr Russell 2000 Etf (IWM) 0.3 $5.2M +124% 32k 164.92
Pepsi (PEP) 0.3 $5.2M 32k 163.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.1M +2% 29k 179.46
Abbvie (ABBV) 0.3 $4.8M +31% 36k 134.21
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $4.6M +453% 48k 96.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $4.6M +8% 48k 94.78
Wal-Mart Stores (WMT) 0.3 $4.5M +23% 35k 129.70
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $4.4M +26% 47k 94.83
Ishares Tr Conv Bd Etf (ICVT) 0.3 $4.4M 64k 68.90
Procter & Gamble Company (PG) 0.3 $4.3M +13% 34k 126.24
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $4.2M +4% 260k 16.17
Chevron Corporation (CVX) 0.2 $4.1M +3% 28k 143.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $4.0M +87% 79k 51.23
McDonald's Corporation (MCD) 0.2 $4.0M +23% 17k 230.74
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $3.9M NEW 108k 35.54
Mastercard Incorporated Cl A (MA) 0.2 $3.8M +7% 13k 284.80
Nextera Energy (NEE) 0.2 $3.6M +17% 46k 78.41
Broadcom (AVGO) 0.2 $3.6M +15% 8.0k 445.33
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $3.5M +8% 44k 79.21
Lowe's Companies (LOW) 0.2 $3.4M +12% 18k 187.78
Visa Com Cl A (V) 0.2 $3.4M +24% 19k 177.93
Johnson & Johnson (JNJ) 0.2 $3.3M -3% 21k 163.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $3.3M +23% 69k 48.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $3.3M 128k 25.80
Exxon Mobil Corporation (XOM) 0.2 $3.2M +10% 37k 87.32
Ishares Tr Broad Usd High (USHY) 0.2 $3.2M -3% 96k 33.62
JPMorgan Chase & Co. (JPM) 0.2 $3.2M +6% 31k 104.49
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $3.2M -13% 127k 25.15
Coca-Cola Company (KO) 0.2 $3.2M +19% 57k 56.02
Deere & Company (DE) 0.2 $3.2M +170% 9.5k 333.93
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $3.1M +220% 63k 50.29
Starbucks Corporation (SBUX) 0.2 $3.1M -8% 36k 84.41
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $3.0M -35% 135k 22.47
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $3.0M -4% 61k 49.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.0M -8% 9.0k 328.30
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.2 $3.0M -9% 67k 44.29
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.2 $2.9M -5% 81k 35.91
Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.9M +17% 51k 56.01
Metropcs Communications (TMUS) 0.2 $2.9M -4% 21k 134.19
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $2.8M 122k 23.20
Select Sector Spdr Tr Financial (XLF) 0.2 $2.8M +7% 68k 41.67
Global X Fds Cybrscurty Etf (BUG) 0.2 $2.8M +1068% 116k 24.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.7M +3% 12k 219.22
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $2.7M 90k 29.63
Ishares Tr Intl Div Grwth (IGRO) 0.2 $2.6M +4% 52k 50.64
Adobe Systems Incorporated (ADBE) 0.2 $2.6M +12% 9.6k 275.16
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.6M +14% 83k 31.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.6M 117k 22.02
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.2 $2.6M +11% 101k 25.53
NVIDIA Corporation (NVDA) 0.2 $2.5M +15% 21k 121.41
Walt Disney Company (DIS) 0.1 $2.5M +4% 26k 94.35
Activision Blizzard (ATVI) 0.1 $2.4M +2% 33k 74.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.4M -10% 9.1k 267.06
J P Morgan Exchange Traded F High Yld Resrch (JPHY) 0.1 $2.4M -5% 56k 42.48
Honeywell International (HON) 0.1 $2.4M +3% 14k 166.97
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.3M +7% 24k 96.36
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $2.3M 113k 20.39
Costco Wholesale Corporation (COST) 0.1 $2.3M +4% 4.9k 472.34
Global X Fds Rate Preferred (PFFV) 0.1 $2.3M +13% 93k 24.79
American Tower Reit (AMT) 0.1 $2.3M +2% 11k 214.29
Merck & Co (MRK) 0.1 $2.3M +64% 27k 86.10
Meta Platforms Cl A (META) 0.1 $2.2M -15% 16k 135.70
Proshares Tr Short S&p 500 Ne (SH) 0.1 $2.2M -9% 127k 17.28
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $2.2M 61k 35.47
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.2M 9.7k 223.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.2M +50% 23k 96.16
Cisco Systems (CSCO) 0.1 $2.2M +49% 54k 40.01
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.1 $2.2M -12% 60k 35.82
Union Pacific Corporation (UNP) 0.1 $2.1M -9% 11k 194.83
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $2.1M +9% 97k 21.72
Thermo Fisher Scientific (TMO) 0.1 $2.1M +4% 4.2k 507.29
Pfizer (PFE) 0.1 $2.1M +60% 48k 43.77
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $2.1M NEW 64k 32.51
Epam Systems (EPAM) 0.1 $2.1M +4% 5.7k 362.17
Intuit (INTU) 0.1 $2.1M +25% 5.3k 386.67
Global X Fds Cloud Computng (CLOU) 0.1 $2.0M +6% 126k 16.06
International Business Machines (IBM) 0.1 $2.0M +5% 17k 118.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.0M +3% 41k 49.27
Invesco Exch Trd Slf Idx Bulshs 2022 Muni (BSMM) 0.1 $2.0M 79k 25.28
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $2.0M +13% 95k 20.87
Target Corporation (TGT) 0.1 $2.0M +8% 13k 148.42
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $2.0M -11% 50k 39.11
Ishares Tr National Mun Etf (MUB) 0.1 $2.0M +14% 19k 102.58
Ishares Tr U.s. Energy Etf (IYE) 0.1 $1.9M -67% 50k 39.32
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $1.9M +14% 97k 19.95
Dollar General (DG) 0.1 $1.9M +3% 8.0k 240.24
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.9M +12% 7.6k 250.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.9M +12% 30k 63.49
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.9M -5% 30k 62.00
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.9M +245% 39k 48.32
Global X Fds Autonmous Ev Etf (DRIV) 0.1 $1.8M -27% 91k 20.10
Zoetis Cl A (ZTS) 0.1 $1.8M 12k 148.60
Verizon Communications (VZ) 0.1 $1.8M -31% 48k 37.97
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.8M +38% 7.1k 257.28
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.8M +13% 31k 58.52
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.1 $1.8M NEW 21k 84.95
At&t (T) 0.1 $1.8M 116k 15.34
Eli Lilly & Co. (LLY) 0.1 $1.8M +3% 5.5k 323.42
Applied Materials (AMAT) 0.1 $1.8M +24% 22k 81.93
Abbott Laboratories (ABT) 0.1 $1.7M +67% 18k 96.76
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.1 $1.7M NEW 58k 29.96
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.7M +4% 44k 39.11
Cintas Corporation (CTAS) 0.1 $1.7M -16% 4.4k 389.03
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.7M +13% 17k 101.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.7M -23% 75k 22.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.6M +25% 30k 55.80
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.6M 36k 45.45
Ishares Tr Us Infrastruc (IFRA) 0.1 $1.6M +8% 51k 32.25
Global X Fds Fintech Etf (FINX) 0.1 $1.6M +43% 80k 20.37
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.6M +5% 33k 50.00
Allegion Ord Shs (ALLE) 0.1 $1.6M +46% 18k 89.51
Ford Motor Company (F) 0.1 $1.6M -5% 144k 11.20
Global X Fds Internet Of Thng (SNSR) 0.1 $1.6M -11% 66k 24.65
Sherwin-Williams Company (SHW) 0.1 $1.6M +4% 7.8k 205.38
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $1.6M -7% 33k 48.04
American Express Company (AXP) 0.1 $1.6M 12k 134.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.6M 73k 21.58
Lockheed Martin Corporation (LMT) 0.1 $1.5M +72% 4.0k 386.31
United Parcel Service CL B (UPS) 0.1 $1.5M +20% 9.5k 161.54
Pinterest Cl A (PINS) 0.1 $1.5M -37% 66k 23.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.5M -6% 11k 142.42
Roper Industries (ROP) 0.1 $1.5M +5% 4.2k 360.54
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.1 $1.5M +21% 49k 30.96
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M -7% 13k 118.76
Microchip Technology (MCHP) 0.1 $1.5M +3% 25k 60.98
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.1 $1.5M -46% 89k 16.83
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) 0.1 $1.5M NEW 25k 58.94
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.1 $1.5M +6% 19k 78.36
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.5M +3% 11k 131.17
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $1.5M -7% 29k 50.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.5M 14k 105.26
Global X Fds Us Pfd Etf (PFFD) 0.1 $1.4M -17% 66k 21.55
Iqvia Holdings (IQV) 0.1 $1.4M +6% 7.8k 181.13
Quest Diagnostics Incorporated (DGX) 0.1 $1.4M +241% 11k 129.63
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.4M -4% 71k 19.75
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.1 $1.4M 40k 35.20
Msci (MSCI) 0.1 $1.4M +6% 3.3k 421.76
Moody's Corporation (MCO) 0.1 $1.4M +6% 5.7k 243.65
Goldman Sachs (GS) 0.1 $1.4M +3% 4.7k 293.00
Advance Auto Parts (AAP) 0.1 $1.3M -20% 8.6k 155.87
Hershey Company (HSY) 0.1 $1.3M +46% 6.1k 220.50
Global X Fds Millennial Consu (MILN) 0.1 $1.3M +14% 52k 25.85
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $1.3M +126% 87k 15.36
Automatic Data Processing (ADP) 0.1 $1.3M 5.9k 226.09
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.3M +28% 44k 30.25
Overstock (OSTK) 0.1 $1.3M 54k 24.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.3M 19k 71.36
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $1.3M -39% 74k 17.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.3M -45% 17k 79.11
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $1.3M 20k 66.97
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.3M +7% 19k 66.71
Texas Instruments Incorporated (TXN) 0.1 $1.3M +108% 8.8k 146.34
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $1.3M +37% 14k 95.74
BlackRock (BLK) 0.1 $1.3M -11% 2.3k 550.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.3M +2% 27k 48.15
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.3M 10k 127.08
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.1 $1.3M NEW 43k 29.65
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJAN) 0.1 $1.3M NEW 42k 29.82
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.3M -38% 8.1k 154.64
Altria (MO) 0.1 $1.2M +18% 31k 40.38
Charles Schwab Corporation (SCHW) 0.1 $1.2M +6% 17k 71.87
Five Below (FIVE) 0.1 $1.2M +4% 8.8k 137.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 3.0k 401.87
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.2M +19% 26k 46.15
Bristol Myers Squibb (BMY) 0.1 $1.2M 17k 71.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.2M 4.1k 287.42
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $1.2M +35% 62k 19.11
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.2M 18k 65.49
Ishares Tr Core Msci Total (IXUS) 0.1 $1.2M +10% 23k 50.90
The Trade Desk Com Cl A (TTD) 0.1 $1.2M +14% 19k 60.13
Philip Morris International (PM) 0.1 $1.1M -2% 14k 83.03
AmerisourceBergen (ABC) 0.1 $1.1M +14% 8.3k 135.38
Illinois Tool Works (ITW) 0.1 $1.1M +296% 6.2k 180.66
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.1 $1.1M +91% 34k 32.94
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $1.1M +2% 13k 82.84
Northrop Grumman Corporation (NOC) 0.1 $1.1M 2.3k 470.10
Advanced Micro Devices (AMD) 0.1 $1.1M +4% 17k 63.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M -11% 5.6k 187.96
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.0M 18k 57.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.0M -37% 6.3k 166.67

Past Filings by CreativeOne Wealth

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

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