Change Path

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

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Portfolio Holdings for CreativeOne Wealth

Companies in the CreativeOne Wealth portfolio as of the March 2022 quarterly 13F filing

CreativeOne Wealth has 729 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) 4.2 $81M +45% 1.6M 49.63
Ishares Tr Esg Awr Msci Usa (ESGU) 3.6 $70M +15% 694k 101.35
Vanguard Index Fds Value Etf (VTV) 3.1 $59M +8% 402k 147.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.7 $51M +6% 1.1M 48.03
Vanguard Index Fds Growth Etf (VUG) 2.6 $50M +11% 172k 287.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $49M NEW 583k 83.35
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $48M +27% 1.9M 24.91
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 2.1 $40M -9% 715k 56.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $40M -61% 89k 451.64
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.0 $38M +44% 714k 53.13
Advisorshares Tr Star Glob Buyw (VEGA) 1.9 $37M +43% 940k 39.42
J P Morgan Exchange-traded F Diversfed Rtrn (JPME) 1.7 $33M +22% 356k 93.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $33M 419k 77.90
Northern Lts Fd Tr Iv Inspire 100 Esg (BIBL) 1.2 $23M -2% 648k 36.09

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Microsoft Corporation (MSFT) 1.2 $23M -9% 75k 308.31
Apple (AAPL) 1.2 $23M -20% 131k 174.61
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $23M +6% 431k 52.44
Ishares Tr Mbs Etf (MBB) 1.1 $22M +9% 218k 101.87
Northern Lts Fd Tr Iv Inspire Corp Esg (IBD) 1.0 $20M +4% 819k 24.38
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.0 $20M +30% 490k 40.05
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $19M -28% 193k 96.27
Vanguard World Mega Cap Index (MGC) 1.0 $19M 116k 159.04
Ishares Tr Faln Angls Usd (FALN) 1.0 $19M -14% 665k 27.76
J P Morgan Exchange-traded F Us Aggregate Etf (JAGG) 1.0 $18M +40% 364k 50.51
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 0.9 $18M +4% 169k 104.47
Ishares Tr Tips Bd Etf (TIP) 0.9 $17M -42% 137k 124.57
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.8 $16M -11% 527k 30.33
Pimco Etf Tr Active Bd Etf (BOND) 0.8 $16M -20% 152k 101.78
Vanguard Index Fds Small Cp Etf (VB) 0.8 $15M +10% 72k 212.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $15M +9% 316k 46.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $14M -15% 342k 42.07
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $14M -6% 185k 77.57
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $13M +17% 239k 55.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $13M +3% 122k 108.37
Ishares Esg Awr Msci Em (ESGE) 0.7 $13M +29% 358k 36.73
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.7 $13M 237k 53.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $13M +7% 154k 81.90
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $12M +2% 139k 89.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $11M +5% 224k 50.10
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $11M 174k 60.71
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $11M +8% 65k 162.16
Ishares Tr U.s. Energy Etf (IYE) 0.5 $10M -12% 253k 40.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $9.9M -35% 27k 362.56
Amazon (AMZN) 0.5 $9.8M 3.0k 3259.90
Ishares Tr Core S&p500 Etf (IVV) 0.5 $9.7M -32% 21k 453.70
Timothy Plan Hig Dv Stk Etf (TPHD) 0.5 $9.3M 280k 33.02
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $8.8M +2% 178k 49.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $8.7M -10% 236k 36.72
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $8.5M +8% 93k 91.69
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $8.3M +10% 276k 30.13
Timothy Plan Intl Etf (TPIF) 0.4 $8.2M +5% 303k 26.92
Ishares Tr U.s. Tech Etf (IYW) 0.4 $8.1M +4% 78k 103.04
Ishares Tr Msci Usa Value (VLUE) 0.4 $7.4M -46% 71k 104.56
Alphabet Cap Stk Cl A (GOOGL) 0.4 $7.2M +23% 2.6k 2781.45
Ishares Tr Broad Usd High (USHY) 0.4 $6.8M +3% 175k 38.86
UnitedHealth (UNH) 0.3 $6.7M +22% 13k 509.97
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $6.6M -4% 223k 29.65
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $6.4M +79% 64k 100.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $6.3M +30% 185k 34.28
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $5.9M -27% 125k 47.60
Tesla Motors (TSLA) 0.3 $5.8M +90% 5.4k 1077.60
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $5.5M -9% 214k 25.62
Chevron Corporation (CVX) 0.3 $5.5M +26% 34k 162.83
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $5.4M NEW 40k 134.62
NVIDIA Corporation (NVDA) 0.3 $5.4M +40% 20k 272.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.4M +20% 24k 227.65
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $5.1M -3% 116k 43.96
Pepsi (PEP) 0.3 $4.9M +3% 29k 167.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $4.8M 153k 31.52
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.2 $4.8M +4% 106k 45.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $4.7M -24% 47k 100.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.7M +23% 42k 112.25
Home Depot (HD) 0.2 $4.6M -26% 16k 299.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.5M +61% 22k 205.25
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.2 $4.3M +14% 78k 55.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $4.3M -10% 43k 100.51
JPMorgan Chase & Co. (JPM) 0.2 $4.3M -23% 31k 136.31
Select Sector Spdr Tr Energy (XLE) 0.2 $4.2M -27% 55k 76.43
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $4.2M +22% 94k 44.96
Mastercard Incorporated Cl A (MA) 0.2 $4.0M +6% 11k 357.36
Meta Platforms Cl A (FB) 0.2 $3.9M -31% 18k 222.37
Adobe Systems Incorporated (ADBE) 0.2 $3.7M +2% 8.2k 455.64
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $3.7M +141% 129k 29.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $3.7M +22% 41k 91.44
Global X Fds Autonmous Ev Etf (DRIV) 0.2 $3.7M +16% 134k 27.56
Global X Fds Vdeo Gam Esprt (HERO) 0.2 $3.6M +7% 145k 25.10
Exxon Mobil Corporation (XOM) 0.2 $3.6M +25% 43k 82.59
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.5M +24% 33k 107.11
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $3.5M +21% 200k 17.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.5M -39% 13k 268.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.5M +34% 90k 38.64
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $3.5M +61% 36k 97.52
Procter & Gamble Company (PG) 0.2 $3.5M +38% 23k 152.79
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.2 $3.5M -28% 56k 61.91
Broadcom (AVGO) 0.2 $3.5M +19% 5.5k 629.75
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $3.4M +20% 121k 28.28
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.2 $3.4M +15% 179k 18.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.3M +70% 8.0k 415.19
J P Morgan Exchange-traded F High Yld Resrch (JPHY) 0.2 $3.3M +36% 68k 48.91
Walt Disney Company (DIS) 0.2 $3.3M +14% 24k 137.15
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.3M +20% 86k 37.82
Select Sector Spdr Tr Financial (XLF) 0.2 $3.2M +19% 84k 38.32
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $3.2M +2% 116k 27.77
At&t (T) 0.2 $3.2M +20% 134k 23.63
Abbvie (ABBV) 0.2 $3.0M +35% 19k 162.13
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.2 $3.0M +39% 67k 44.80
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $3.0M NEW 142k 20.94
Select Sector Spdr Tr Technology (XLK) 0.2 $3.0M -5% 19k 158.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $2.9M +32% 30k 97.76
Metropcs Communications (TMUS) 0.2 $2.9M -32% 23k 128.35
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.9M -13% 39k 73.59
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.8M 6.7k 416.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.8M +2% 100k 27.57
Honeywell International (HON) 0.1 $2.7M -3% 14k 194.56
Verizon Communications (VZ) 0.1 $2.7M +17% 54k 50.94
Global X Fds Cloud Computng (CLOU) 0.1 $2.7M +13% 124k 21.99
Ishares Gold Tr Ishares New (IAU) 0.1 $2.7M 73k 36.83
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.7M -53% 959.00 2794.58
Union Pacific Corporation (UNP) 0.1 $2.7M +31% 9.8k 273.19
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $2.7M 34k 79.06
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.7M +59% 15k 180.62
Global X Fds Internet Of Thng (SNSR) 0.1 $2.6M -17% 79k 33.27
Johnson & Johnson (JNJ) 0.1 $2.6M -41% 15k 177.26
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $2.6M 49k 53.12
Visa Com Cl A (V) 0.1 $2.6M +7% 12k 221.81
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.6M -9% 70k 36.42
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.5M -13% 9.9k 254.38
Northern Lts Fd Tr Iv Frmlafolios Tatl (FFTI) 0.1 $2.5M +464% 113k 22.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.5M 9.0k 277.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.5M +44% 7.0k 352.97
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $2.5M +384% 116k 21.07
Global X Fds Social Med Etf (SOCL) 0.1 $2.4M 57k 42.33
Ford Motor Company (F) 0.1 $2.4M +56% 143k 16.91
Lowe's Companies (LOW) 0.1 $2.4M +326% 12k 202.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.3M -16% 45k 51.71
American Tower Reit (AMT) 0.1 $2.3M +13% 9.3k 251.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.3M +86% 29k 78.90
Starbucks Corporation (SBUX) 0.1 $2.3M -17% 25k 90.99
Ishares Tr Conv Bd Etf (ICVT) 0.1 $2.3M +520% 28k 83.30
Costco Wholesale Corporation (COST) 0.1 $2.3M +53% 4.0k 575.70
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.1 $2.3M -25% 67k 33.89
American Express Company (AXP) 0.1 $2.3M 12k 187.03
Thermo Fisher Scientific (TMO) 0.1 $2.2M +3% 3.8k 590.74
Wal-Mart Stores (WMT) 0.1 $2.2M 15k 148.92
International Business Machines (IBM) 0.1 $2.2M +2% 17k 130.02
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $2.2M -62% 43k 50.26
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $2.2M +3% 77k 28.15
Zoetis Cl A (ZTS) 0.1 $2.2M +27% 12k 188.61
Ishares Tr Short Treas Bd (SHV) 0.1 $2.2M +490% 20k 110.26
Applied Materials (AMAT) 0.1 $2.1M +9% 16k 131.77
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $2.1M 38k 55.81
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.1M +5% 16k 136.99
Overstock (OSTK) 0.1 $2.1M 47k 44.00
Global X Fds Rate Preferred (PFFV) 0.1 $2.1M 80k 26.08
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $2.1M +74% 99k 20.91
Global X Fds Us Pfd Etf (PFFD) 0.1 $2.1M 88k 23.50
Cintas Corporation (CTAS) 0.1 $2.1M +2% 4.8k 425.32
Target Corporation (TGT) 0.1 $2.0M -58% 9.6k 212.26
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.0M 40k 51.21
Cisco Systems (CSCO) 0.1 $2.0M 36k 55.75
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.0M +5% 11k 184.97
Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.0M -26% 38k 52.14
Edwards Lifesciences (EW) 0.1 $2.0M +4% 17k 117.70
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.1 $2.0M 51k 39.01
Bank of America Corporation (BAC) 0.1 $2.0M -31% 48k 41.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.9M +14% 24k 79.55
Ishares Core Msci Emkt (IEMG) 0.1 $1.9M +32% 35k 55.56
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.9M +25% 28k 69.50
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.9M NEW 75k 25.45
Invesco Actively Managed Etf Active Us Real (PSR) 0.1 $1.9M -29% 17k 111.73
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.9M -10% 11k 168.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.9M -26% 25k 74.44
Global X Fds Fintech Etf (FINX) 0.1 $1.9M -26% 59k 32.02
McDonald's Corporation (MCD) 0.1 $1.9M +35% 7.6k 247.30
Charles Schwab Corporation (SCHW) 0.1 $1.9M NEW 22k 84.30
Intuit (INTU) 0.1 $1.8M +8% 3.8k 480.98
Pinterest Cl A (PINS) 0.1 $1.8M +263% 74k 24.61
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.8M 39k 47.20
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.8M +166% 25k 71.39
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.8M +2% 5.3k 337.34
salesforce (CRM) 0.1 $1.8M +45% 8.4k 212.31
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.8M +662% 24k 75.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.8M -3% 35k 50.56
Activision Blizzard (ATVI) 0.1 $1.8M 22k 80.10
Sherwin-Williams Company (SHW) 0.1 $1.8M +20% 7.1k 249.65
J P Morgan Exchange-traded F Diversfd Eqt Etf (JPSE) 0.1 $1.8M -22% 40k 43.80
Global X Fds Millennial Consu (MILN) 0.1 $1.8M -29% 48k 36.43
Lockheed Martin Corporation (LMT) 0.1 $1.7M +156% 3.9k 441.45
Roper Industries (ROP) 0.1 $1.7M +14% 3.7k 472.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.7M +14% 5.0k 346.83
Fidelity Covington Trust High Yild Etf (FDHY) 0.1 $1.7M -29% 33k 50.99
Microchip Technology (MCHP) 0.1 $1.7M +355% 22k 75.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.7M +325% 22k 74.84
Intel Corporation (INTC) 0.1 $1.7M +9% 33k 49.57
Dollar General (DG) 0.1 $1.7M +15% 7.4k 222.56
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.6M -10% 9.9k 165.61
Pfizer (PFE) 0.1 $1.6M -13% 32k 51.76
Iqvia Holdings (IQV) 0.1 $1.6M +3% 7.0k 231.15
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.6M +8% 34k 47.16
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.1 $1.6M -28% 35k 45.65
Caterpillar (CAT) 0.1 $1.6M +102% 7.2k 222.78
United Parcel Service CL B (UPS) 0.1 $1.6M +2% 7.4k 214.53
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.6M NEW 38k 41.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.6M -18% 20k 78.10
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.1 $1.6M -33% 54k 28.85
Advance Auto Parts (AAP) 0.1 $1.6M +28% 7.5k 206.94
Moody's Corporation (MCO) 0.1 $1.6M +8% 4.6k 337.38
Listed Fd Tr Trueshares Dec (DECZ) 0.1 $1.5M NEW 53k 29.41
Nextera Energy (NEE) 0.1 $1.5M -30% 18k 84.69
Altria (MO) 0.1 $1.5M 29k 52.24
Vanguard World Fds Financials Etf (VFH) 0.1 $1.5M +218% 16k 93.36
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $1.5M -56% 15k 103.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.5M -2% 21k 72.13
Deere & Company (DE) 0.1 $1.5M +7% 3.6k 415.29
Coca-Cola Company (KO) 0.1 $1.5M -2% 24k 61.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.5M -31% 3.0k 490.56
Intuitive Surgical Com New (ISRG) 0.1 $1.5M +11% 4.8k 301.65
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $1.5M +3% 20k 74.11
Msci (MSCI) 0.1 $1.4M NEW 2.8k 502.95
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.4M -7% 32k 44.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M +48% 27k 51.55
Goldman Sachs (GS) 0.1 $1.4M -50% 4.2k 330.07
Epam Systems (EPAM) 0.1 $1.4M 4.7k 296.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.3M +78% 5.7k 237.88
Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M -54% 11k 126.99
Boeing Company (BA) 0.1 $1.3M -2% 7.0k 191.47
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.3M +24% 25k 53.40
Merck & Co (MRK) 0.1 $1.3M -3% 16k 82.07
Paycom Software (PAYC) 0.1 $1.3M +5% 3.8k 346.51
Raytheon Technologies Corp (RTX) 0.1 $1.3M 13k 99.10
Ishares Tr Core Msci Total (IXUS) 0.1 $1.3M +13% 20k 66.60
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.3M +7% 8.1k 161.37
Paypal Holdings (PYPL) 0.1 $1.3M +3% 11k 115.66
Philip Morris International (PM) 0.1 $1.3M 14k 93.96
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M -62% 12k 107.91
Five Below (FIVE) 0.1 $1.3M +6% 8.1k 158.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.3M +17% 8.1k 157.67
BlackRock (BLK) 0.1 $1.3M +83% 1.7k 764.04
CVS Caremark Corporation (CVS) 0.1 $1.3M +101% 13k 101.22
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $1.3M 21k 61.42
Vanguard World Fds Energy Etf (VDE) 0.1 $1.3M NEW 12k 107.07
J P Morgan Exchange-traded F Betbuld Msci (BBRE) 0.1 $1.3M -18% 12k 106.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.3M -4% 21k 59.72
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.2M 18k 70.99
FedEx Corporation (FDX) 0.1 $1.2M +61% 5.3k 231.30
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $1.2M NEW 34k 36.39
Bristol Myers Squibb (BMY) 0.1 $1.2M +10% 17k 73.06
Wells Fargo & Company (WFC) 0.1 $1.2M +28% 25k 48.47
Ishares Tr National Mun Etf (MUB) 0.1 $1.2M +14% 11k 109.61
Allegion Ord Shs (ALLE) 0.1 $1.2M +11% 11k 109.74

Past Filings by CreativeOne Wealth

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