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 1608 positions in its portfolio as reported in the June 2023 quarterly 13F filing

CreativeOne Wealth has 1608 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) 2.9 $117M -16% 2.6M 45.47
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Ishares Tr Core Total Usd (IUSB) 2.4 $98M -16% 2.1M 46.82
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $84M -8% 38k 2184.62
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $62M -13% 1.3M 46.07
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Vanguard Index Fds Growth Etf (VUG) 1.5 $61M -17% 217k 282.79
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Vanguard Index Fds Value Etf (VTV) 1.5 $59M -2% 427k 139.07
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Vanguard Index Fds Value Etf (VTV) 1.4 $55M -2% 414k 132.45
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Advisorshares Tr Star Glob Buyw (VEGA) 1.3 $52M -15% 1.4M 37.58
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $46M -59% 339k 134.88
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $46M -13% 1.1M 40.94
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Ishares Tr Mbs Etf (MBB) 1.1 $44M -25% 475k 93.27
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $44M -2% 847k 52.12
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Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $40M 1.7M 23.90
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Vanguard Index Fds Growth Etf (VUG) 1.0 $39M -17% 176k 221.31
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Advisorshares Tr Star Glob Buyw (VEGA) 1.0 $39M -15% 1.1M 34.56
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Ishares Tr Eafe Grwth Etf (EFG) 0.9 $38M -27% 401k 95.43
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $37M 442k 83.91
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $36M -4% 82k 443.97
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $35M -2% 786k 44.34
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Ishares Tr Mbs Etf (MBB) 0.8 $33M -25% 340k 97.54
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.8 $32M -17% 660k 48.81
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $32M -20% 413k 76.64
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Apple (AAPL) 0.8 $32M -9% 163k 193.82
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.8 $31M -4% 355k 88.29
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Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $31M 1.4M 22.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $29M -4% 76k 377.55
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.7 $28M -4% 344k 80.70
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $27M -20% 359k 75.57
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.6 $25M -17% 485k 51.92
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $25M -9% 515k 48.88
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Microsoft Corporation (MSFT) 0.6 $25M -15% 74k 340.62
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $22M -9% 453k 49.49
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Ishares Tr Eafe Grwth Etf (EFG) 0.6 $22M -27% 277k 80.53
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $22M -2% 50k 445.71
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Ishares Tr U.s. Tech Etf (IYW) 0.5 $22M -58% 199k 108.87
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Ishares Tr U S Equity Factr (LRGF) 0.5 $21M -61% 478k 44.55
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Apple (AAPL) 0.5 $20M -9% 145k 136.47
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Ishares Core Msci Emkt (IEMG) 0.5 $20M -58% 397k 49.28
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $19M -10% 94k 203.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $18M +4% 112k 162.98
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Microsoft Corporation (MSFT) 0.4 $18M -15% 70k 256.98
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $18M -59% 131k 134.78
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $17M -2% 46k 375.00
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Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.4 $17M -2% 726k 23.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $17M -15% 411k 40.54
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $16M -11% 43k 377.36
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Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.4 $16M -2% 683k 23.17
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $16M -42% 192k 81.08
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Ishares Tr Tips Bd Etf (TIP) 0.4 $15M -9% 133k 113.93
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Vanguard World Mega Cap Index (MGC) 0.4 $15M -7% 114k 132.64
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $15M -42% 186k 81.10
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $15M -28% 518k 28.79
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.4 $14M -86% 296k 48.03
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $14M -15% 333k 42.55
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $14M -10% 184k 75.23
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $14M -97% 111k 122.96
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $14M -10% 78k 175.68
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $13M -12% 152k 86.42
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.3 $13M -9% 354k 36.20
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $13M -10% 272k 46.88
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $13M +4% 88k 143.54
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $13M -10% 161k 77.41
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Vanguard World Mega Cap Index (MGC) 0.3 $12M -7% 79k 156.46
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Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.3 $12M -41% 415k 29.19
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Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.3 $12M -11% 423k 28.06
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Spdr Ser Tr Portfolio Short (SPSB) 0.3 $11M -9% 379k 29.41
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $11M -10% 235k 47.24
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.3 $11M -88% 121k 91.70
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $11M +25% 100k 111.11
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $11M -12% 128k 86.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $11M -11% 32k 345.47
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $11M 145k 74.04
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Amazon (AMZN) 0.3 $10M -7% 79k 130.13
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $10M 138k 74.33
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $10M +8% 102k 97.95
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $10M -21% 133k 74.92
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Ishares Msci Emerg Mrkt (EEMV) 0.2 $9.2M -18% 166k 55.44
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Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.2 $9.2M +18% 336k 27.27
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Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.2 $9.2M +18% 336k 27.27
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $8.9M +39% 160k 55.33
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $8.8M +10% 84k 105.82
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Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $8.7M -41% 268k 32.48
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $8.7M -30% 168k 51.57
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $8.6M -19% 190k 45.34
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $8.6M -9% 274k 31.46
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Ishares Tr Faln Angls Usd (FALN) 0.2 $8.5M +5% 346k 24.62
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $8.5M -29% 117k 72.62
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $8.4M +39% 152k 55.34
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $8.3M -4% 233k 35.65
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $8.1M -41% 93k 86.57
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Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.2 $8.0M +18% 250k 32.22
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $8.0M -9% 271k 29.65
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $8.0M +10% 79k 102.09
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $8.0M -21% 101k 79.24
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $7.9M -5% 20k 400.00
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $7.9M -14% 39k 205.48
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Timothy Plan Intl Etf (TPIF) 0.2 $7.9M -10% 315k 25.05
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Ishares Tr U S Equity Factr (LRGF) 0.2 $7.9M -61% 176k 44.56
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $7.8M -9% 250k 31.35
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Timothy Plan Intl Etf (TPIF) 0.2 $7.7M -10% 339k 22.84
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Ishares Core Msci Emkt (IEMG) 0.2 $7.5M -58% 153k 49.29
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Amazon (AMZN) 0.2 $7.5M -7% 71k 106.16
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J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.2 $7.5M NEW 94k 79.71
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $7.5M +6% 79k 95.21
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $7.5M -8% 63k 119.39
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Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.2 $7.5M -11% 300k 24.94
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $7.4M +25% 134k 55.56
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $7.4M -2% 151k 49.16
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $7.4M +39% 143k 51.53
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $7.3M -4% 233k 31.57
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $7.3M +39% 146k 50.27
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $7.1M +2% 128k 55.74
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $7.1M +6% 78k 91.51
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Select Sector Spdr Tr Energy (XLE) 0.2 $7.1M -21% 87k 81.17
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $7.0M +3% 73k 96.30
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $6.9M +41% 58k 120.04
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $6.9M -25% 64k 108.67
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Ishares Tr Core High Dv Etf (HDV) 0.2 $6.9M -53% 69k 100.50
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $6.8M -9% 230k 29.68
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $6.8M -18% 143k 47.61
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Select Sector Spdr Tr Energy (XLE) 0.2 $6.7M -21% 87k 77.61
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $6.7M +10% 156k 43.09
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.7M -14% 30k 220.27
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $6.7M -28% 227k 29.40
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $6.6M -2% 139k 47.90
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $6.6M +2% 127k 52.05
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $6.6M -30% 134k 49.25
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $6.5M -29% 90k 72.42
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Tesla Motors (TSLA) 0.2 $6.5M -34% 25k 261.77
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Mastercard Incorporated Cl A (MA) 0.2 $6.4M +3% 16k 393.46
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $6.4M -8% 65k 98.04
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $6.4M -18% 134k 47.42
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $6.3M -58% 80k 78.53
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NVIDIA Corporation (NVDA) 0.1 $6.0M +2% 14k 423.00
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Pepsi (PEP) 0.1 $6.0M 32k 185.23
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $5.9M -8% 61k 97.30
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UnitedHealth (UNH) 0.1 $5.9M -14% 12k 513.79
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J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.1 $5.9M NEW 107k 54.89
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Pepsi (PEP) 0.1 $5.7M 31k 181.11
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.1 $5.5M +10% 128k 43.09
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $5.5M +3% 69k 79.55
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $5.5M 60k 90.91
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Home Depot (HD) 0.1 $5.4M -13% 17k 315.22
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Broadcom (AVGO) 0.1 $5.4M -30% 6.2k 870.50
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UnitedHealth (UNH) 0.1 $5.4M -14% 11k 481.36
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $5.3M -29% 19k 275.19
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $5.3M 57k 91.61
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $5.2M +41% 48k 110.58
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $5.2M -17% 54k 97.85
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Tesla Motors (TSLA) 0.1 $5.2M -34% 17k 301.92
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $5.2M -29% 20k 261.02
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $5.2M NEW 203k 25.34
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Procter & Gamble Company (PG) 0.1 $5.1M -28% 34k 151.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $5.1M -5% 15k 333.33
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $5.0M +2% 19k 261.46
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $5.0M -22% 27k 187.29
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Abbvie (ABBV) 0.1 $4.9M -23% 37k 134.73
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Chevron Corporation (CVX) 0.1 $4.8M -7% 31k 157.64
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $4.8M -25% 44k 109.34
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NVIDIA Corporation (NVDA) 0.1 $4.8M +2% 16k 293.97
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Visa Com Cl A (V) 0.1 $4.7M +7% 20k 237.74
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $4.7M -41% 55k 85.96
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Wal-Mart Stores (WMT) 0.1 $4.7M -30% 30k 157.00
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.6M +2% 20k 238.10
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Mastercard Incorporated Cl A (MA) 0.1 $4.6M +3% 15k 316.04
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $4.6M NEW 52k 88.99
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Merck & Co (MRK) 0.1 $4.6M -24% 40k 115.79
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First Tr Exch Trd Alphdx Germany Alpha (FGM) 0.1 $4.6M +1170% 119k 38.84
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First Tr Exch Trd Alphdx Germany Alpha (FGM) 0.1 $4.6M +1170% 119k 38.84
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $4.6M -78% 289k 15.90
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Adobe Systems Incorporated (ADBE) 0.1 $4.6M -7% 9.4k 489.05
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.5M -22% 25k 183.75
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $4.5M +9% 29k 157.89
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $4.4M +41% 87k 50.30
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $4.4M +6% 61k 72.49
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Home Depot (HD) 0.1 $4.4M -13% 16k 279.07
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Exxon Mobil Corporation (XOM) 0.1 $4.4M -29% 41k 106.98
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $4.4M +8% 44k 99.60
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Johnson & Johnson (JNJ) 0.1 $4.4M -13% 27k 160.00
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Procter & Gamble Company (PG) 0.1 $4.3M -28% 31k 142.43
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JPMorgan Chase & Co. (JPM) 0.1 $4.3M -15% 31k 140.62
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $4.3M -8% 37k 115.26
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $4.3M +6% 59k 71.87
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $4.2M +3% 134k 30.99
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $4.1M +3% 134k 30.88
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $4.1M NEW 88k 46.58
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Chevron Corporation (CVX) 0.1 $4.1M -7% 28k 145.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $4.1M -55% 12k 340.97
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $4.1M -55% 12k 340.97
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Ishares Tr Broad Usd High (USHY) 0.1 $4.0M -22% 113k 35.38
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Proshares Tr Short S&p 500 Ne (SH) 0.1 $3.9M -11% 263k 14.90
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Deere & Company (DE) 0.1 $3.9M -63% 9.8k 393.94
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $3.8M -30% 175k 21.54
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Abbvie (ABBV) 0.1 $3.7M -23% 27k 139.29
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.7M -35% 25k 147.93
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Intuit (INTU) 0.1 $3.7M -37% 8.1k 457.81
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JPMorgan Chase & Co. (JPM) 0.1 $3.7M -15% 27k 135.74
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.6M -4% 21k 169.80
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Global X Fds S&p 500 Covered (XYLD) 0.1 $3.6M 90k 40.23
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $3.6M 37k 96.33
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $3.6M -6% 198k 17.98
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.5M -4% 22k 163.42
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $3.5M +326% 86k 40.91
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Visa Com Cl A (V) 0.1 $3.5M +7% 18k 196.55
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $3.5M -24% 84k 41.67
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $3.5M +7% 101k 34.48
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $3.5M 47k 74.32
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $3.5M -17% 41k 83.73
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Pfizer (PFE) 0.1 $3.5M -2% 94k 36.94
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Johnson & Johnson (JNJ) 0.1 $3.4M -13% 20k 169.97
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Ishares Tr Broad Usd High (USHY) 0.1 $3.4M -22% 99k 34.39
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $3.4M +402% 17k 204.47
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $3.4M +402% 17k 204.48
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Union Pacific Corporation (UNP) 0.1 $3.4M -35% 17k 204.52
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Lockheed Martin Corporation (LMT) 0.1 $3.4M +10% 6.7k 500.00
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.3M NEW 87k 38.11
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $3.3M -12% 34k 96.49
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $3.3M +46% 23k 142.86
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Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $3.3M -35% 114k 28.86
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.1 $3.3M +62% 98k 33.42
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $3.3M -12% 36k 91.84
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Wal-Mart Stores (WMT) 0.1 $3.3M -30% 26k 125.00
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Merck & Co (MRK) 0.1 $3.3M -24% 30k 109.46
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First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.1 $3.2M -22% 95k 34.18
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $3.2M -34% 107k 30.00
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Adobe Systems Incorporated (ADBE) 0.1 $3.2M -7% 8.7k 368.42
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Cisco Systems (CSCO) 0.1 $3.2M -23% 62k 51.74
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $3.2M -24% 77k 41.87
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Ishares Tr Intl Div Grwth (IGRO) 0.1 $3.2M +4% 51k 62.31
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Pfizer (PFE) 0.1 $3.2M -2% 61k 51.90
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $3.2M -6% 116k 27.15
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.2M +37% 18k 173.88
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $3.1M NEW 75k 41.59
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $3.1M 41k 75.10
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Global X Fds Cybrscurty Etf (BUG) 0.1 $3.1M -81% 124k 24.65
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McDonald's Corporation (MCD) 0.1 $3.1M -48% 10k 299.40
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $3.1M -78% 62k 49.06
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First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.1 $3.0M NEW 78k 38.84
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.0M -51% 19k 157.83
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.0M -20% 8.0k 375.00
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Starbucks Corporation (SBUX) 0.1 $3.0M +9% 30k 98.99
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $3.0M +34% 83k 35.53
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Thermo Fisher Scientific (TMO) 0.1 $3.0M 5.7k 522.22
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Ford Motor Company (F) 0.1 $3.0M -11% 197k 15.00
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $2.9M -8% 20k 147.17
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.9M 115k 25.36
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Metropcs Communications (TMUS) 0.1 $2.9M -4% 21k 138.05
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $2.9M NEW 52k 55.73
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $2.9M -8% 20k 147.18
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Nextera Energy (NEE) 0.1 $2.9M -38% 39k 74.92
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Past Filings by CreativeOne Wealth

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

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