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 761 positions in its portfolio as reported in the June 2024 quarterly 13F filing

CreativeOne Wealth has 761 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 3.4 $67M -11% 180k 374.01
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Vanguard Index Fds Value Etf (VTV) 3.3 $65M -8% 404k 160.41
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $60M -9% 1.2M 49.42
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Ishares Tr Core Total Usd (IUSB) 2.7 $53M -50% 1.2M 45.22
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $36M +14% 393k 92.54
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $34M -43% 525k 64.00
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Microsoft Corporation (MSFT) 1.5 $30M -13% 67k 446.95
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $30M -29% 176k 170.76
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Apple (AAPL) 1.5 $29M -9% 139k 210.62
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Blackrock Etf Trust Us Eqt Factor (DYNF) 1.4 $27M -29% 578k 46.94
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $27M -4% 347k 76.70
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $27M -7% 545k 48.67
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $26M -46% 48k 544.22
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $24M -16% 44k 547.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $24M -18% 51k 479.11
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NVIDIA Corporation (NVDA) 1.2 $23M +752% 184k 123.54
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Ishares Tr Mbs Etf (MBB) 1.1 $22M -39% 235k 91.81
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Ishares Tr Eafe Grwth Etf (EFG) 1.0 $20M +15% 198k 102.30
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Broadcom (AVGO) 1.0 $20M +91% 12k 1605.58
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Vanguard Index Fds Small Cp Etf (VB) 1.0 $19M -12% 87k 218.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $18M -10% 403k 43.76
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Amazon (AMZN) 0.8 $17M -9% 87k 193.25
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.8 $16M -22% 172k 95.20
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Pimco Etf Tr Active Bd Etf (BOND) 0.8 $16M -22% 179k 91.08
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.8 $16M -7% 400k 40.58
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $15M 82k 182.54
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Vanguard World Mega Cap Index (MGC) 0.7 $15M -5% 74k 197.29
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Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $15M -6% 194k 74.89
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $15M -29% 79k 182.01
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.7 $14M 198k 70.29
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Ishares Tr U.s. Tech Etf (IYW) 0.7 $14M -32% 92k 150.50
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Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.7 $14M -9% 588k 23.32
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $14M -12% 161k 83.76
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $13M -6% 284k 45.40
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Ishares Msci Emrg Chn (EMXC) 0.7 $13M -21% 218k 59.20
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.6 $13M -22% 247k 51.09
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $12M -6% 143k 83.96
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Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.6 $12M -9% 405k 29.46
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.6 $12M -8% 407k 28.87
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $11M -5% 96k 118.60
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $10M -41% 109k 91.78
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $9.9M -14% 55k 182.14
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Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.5 $9.7M -9% 255k 37.98
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.5 $9.5M -34% 64k 147.45
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.4M -14% 35k 267.51
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $9.3M +6% 321k 28.92
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.5 $9.3M -8% 265k 34.99
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Ishares Tr Eafe Value Etf (EFV) 0.5 $8.9M -49% 169k 53.04
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $8.7M -46% 154k 56.68
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.4 $8.7M -39% 166k 52.20
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $8.2M +4% 163k 50.53
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Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.4 $8.2M -9% 236k 34.63
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J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.4 $8.1M -7% 83k 98.12
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $8.0M +4% 75k 106.95
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Timothy Plan Intl Etf (TPIF) 0.4 $8.0M -8% 303k 26.52
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Spdr Ser Tr Portfolio Short (SPSB) 0.4 $7.9M -20% 268k 29.70
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $7.8M +48% 81k 97.07
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.4 $7.8M +4% 525k 14.91
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $7.6M -7% 149k 51.09
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Meta Platforms Cl A (META) 0.4 $7.6M -5% 15k 504.24
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Ishares Tr Core Msci Intl (IDEV) 0.4 $7.3M -9% 111k 65.64
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $7.2M -17% 15k 500.14
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $6.4M -16% 54k 118.78
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Ishares Tr Tips Bd Etf (TIP) 0.3 $6.3M -37% 59k 106.77
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $6.1M 252k 24.32
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Tesla Motors (TSLA) 0.3 $6.0M -6% 30k 197.90
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Home Depot (HD) 0.3 $6.0M 17k 344.21
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Verizon Communications (VZ) 0.3 $5.9M 143k 41.24
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.3 $5.8M -2% 121k 48.40
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $5.8M NEW 95k 61.09
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $5.7M -7% 110k 52.01
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.3 $5.7M -17% 141k 40.58
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Ishares Tr TRS FLT RT BD (TFLO) 0.3 $5.7M +27% 113k 50.66
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $5.7M -9% 118k 48.13
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $5.6M -9% 115k 48.77
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Visa Com Cl A (V) 0.3 $5.6M -13% 21k 262.46
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.3 $5.6M -23% 59k 95.08
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $5.5M +562% 132k 41.44
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $5.5M -41% 62k 88.48
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $5.3M -2% 46k 115.47
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UnitedHealth (UNH) 0.3 $5.3M -28% 10k 509.28
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $5.2M +11% 103k 50.31
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $5.1M -42% 109k 46.79
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.3 $5.1M +344% 113k 44.65
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Abbvie (ABBV) 0.3 $4.9M -11% 29k 171.53
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.9M -6% 84k 58.52
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Intuit (INTU) 0.2 $4.8M 7.4k 657.16
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Applied Materials (AMAT) 0.2 $4.7M -4% 20k 236.01
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Eli Lilly & Co. (LLY) 0.2 $4.6M -19% 5.1k 905.40
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.2 $4.6M NEW 117k 39.02
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Spdr Gold Tr Gold Shs (GLD) 0.2 $4.5M 21k 215.01
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $4.5M -54% 42k 107.11
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.2 $4.4M NEW 116k 38.47
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.4M -16% 22k 202.90
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Adobe Systems Incorporated (ADBE) 0.2 $4.3M -27% 7.8k 555.60
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $4.3M +4% 168k 25.64
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $4.3M -23% 102k 42.20
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.2 $4.3M +474% 125k 34.11
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Chevron Corporation (CVX) 0.2 $4.2M -10% 27k 156.40
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Bank of America Corporation (BAC) 0.2 $4.1M +23% 102k 39.77
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Select Sector Spdr Tr Energy (XLE) 0.2 $4.0M -28% 44k 91.15
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $4.0M -3% 105k 38.29
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $4.0M 96k 41.80
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $4.0M -30% 135k 29.67
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Lockheed Martin Corporation (LMT) 0.2 $4.0M -7% 8.6k 467.12
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Costco Wholesale Corporation (COST) 0.2 $4.0M -14% 4.7k 849.98
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Deere & Company (DE) 0.2 $4.0M -5% 11k 373.64
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Altria (MO) 0.2 $3.9M +13% 85k 45.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.8M -26% 11k 364.47
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $3.8M -30% 38k 100.66
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Wal-Mart Stores (WMT) 0.2 $3.8M -4% 56k 67.71
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Franklin Templeton Etf Tr Us Core Div Tilt (UDIV) 0.2 $3.8M +57% 90k 42.13
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Global X Fds Cybrscurty Etf (BUG) 0.2 $3.8M -13% 127k 29.58
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McKesson Corporation (MCK) 0.2 $3.6M 6.2k 583.98
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Procter & Gamble Company (PG) 0.2 $3.6M -29% 22k 164.92
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.6M 131k 27.22
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $3.5M +24% 99k 35.08
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $3.4M +22% 45k 75.86
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Cisco Systems (CSCO) 0.2 $3.4M -14% 71k 47.50
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Union Pacific Corporation (UNP) 0.2 $3.3M -7% 15k 226.21
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $3.3M -20% 90k 37.02
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Ishares Tr National Mun Etf (MUB) 0.2 $3.3M 31k 106.56
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Exxon Mobil Corporation (XOM) 0.2 $3.3M -29% 29k 115.13
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $3.3M +29% 44k 75.16
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.2M -18% 42k 78.33
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JPMorgan Chase & Co. (JPM) 0.2 $3.2M -26% 16k 202.24
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Palo Alto Networks (PANW) 0.2 $3.2M 9.4k 339.04
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Mastercard Incorporated Cl A (MA) 0.2 $3.2M -23% 7.2k 441.20
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Ge Aerospace Com New (GE) 0.2 $3.2M +177% 20k 158.98
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Global X Fds S&p 500 Covered (XYLD) 0.2 $3.1M -19% 76k 40.44
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.1M -20% 17k 182.54
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Zillow Group Cl A (ZG) 0.2 $3.1M NEW 68k 45.04
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Caterpillar (CAT) 0.1 $3.0M 8.9k 333.15
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $3.0M -4% 58k 50.89
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Thermo Fisher Scientific (TMO) 0.1 $2.9M -2% 5.3k 552.95
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CSX Corporation (CSX) 0.1 $2.9M 88k 33.45
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Coca-Cola Company (KO) 0.1 $2.9M -42% 45k 63.65
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Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $2.8M +4% 57k 49.70
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American Express Company (AXP) 0.1 $2.8M -7% 12k 231.58
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Marsh & McLennan Companies (MMC) 0.1 $2.8M -2% 13k 210.74
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J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.1 $2.7M -3% 47k 59.08
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Sherwin-Williams Company (SHW) 0.1 $2.7M -5% 9.2k 298.45
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $2.7M +17% 47k 57.98
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Ford Motor Company (F) 0.1 $2.7M -29% 215k 12.54
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Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.1 $2.7M +23% 116k 23.36
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.7M 35k 77.28
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $2.6M +62% 56k 46.85
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Pepsi (PEP) 0.1 $2.6M -58% 16k 164.90
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McDonald's Corporation (MCD) 0.1 $2.6M -15% 10k 254.81
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $2.6M +7% 26k 99.47
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $2.6M 108k 23.98
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Moody's Corporation (MCO) 0.1 $2.6M -3% 6.2k 421.01
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Vanguard World Inf Tech Etf (VGT) 0.1 $2.6M -58% 4.5k 576.56
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.6M -11% 68k 37.66
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Microchip Technology (MCHP) 0.1 $2.6M -7% 28k 91.51
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Ishares Tr Us Infrastruc (IFRA) 0.1 $2.6M -12% 61k 42.13
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $2.5M -22% 82k 30.84
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Amgen (AMGN) 0.1 $2.5M -31% 8.0k 312.48
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International Business Machines (IBM) 0.1 $2.5M -9% 15k 172.94
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Advanced Micro Devices (AMD) 0.1 $2.5M -4% 16k 162.20
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FedEx Corporation (FDX) 0.1 $2.5M -11% 8.3k 299.87
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.5M +2% 63k 39.72
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Carrier Global Corporation (CARR) 0.1 $2.5M -8% 39k 63.09
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $2.5M +9% 58k 42.68
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Alphabet Cap Stk Cl C (GOOG) 0.1 $2.5M -18% 14k 183.40
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $2.5M -11% 56k 44.42
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.5M -49% 22k 110.33
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $2.4M +95% 46k 52.06
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.4M -55% 9.2k 260.68
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Ishares Tr Intl Div Grwth (IGRO) 0.1 $2.4M -25% 36k 67.39
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Cintas Corporation (CTAS) 0.1 $2.4M -29% 3.4k 700.19
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Ishares Tr Investment Grade (IGEB) 0.1 $2.4M NEW 54k 44.36
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $2.4M -11% 51k 46.33
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Corteva (CTVA) 0.1 $2.4M +7% 44k 53.95
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.3M -19% 30k 77.75
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J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $2.3M +37% 39k 60.41
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Zacks Trust Small/mid Cap (SMIZ) 0.1 $2.3M +177% 76k 30.49
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Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $2.3M -29% 81k 28.70
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Lowe's Companies (LOW) 0.1 $2.3M -12% 10k 220.44
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.3M -50% 71k 32.23
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $2.3M -9% 162k 14.05
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Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $2.3M +241% 165k 13.72
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.1 $2.3M -13% 35k 64.82
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $2.2M -26% 23k 94.65
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Philip Morris International (PM) 0.1 $2.2M -20% 22k 101.32
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Zoetis Cl A (ZTS) 0.1 $2.1M -7% 12k 173.40
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.1M 26k 81.66
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Old Dominion Freight Line (ODFL) 0.1 $2.1M NEW 12k 176.59
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At&t (T) 0.1 $2.1M -23% 110k 19.11
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Ishares Tr Broad Usd High (USHY) 0.1 $2.1M -27% 58k 36.28
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $2.1M -10% 38k 55.29
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $2.1M 46k 45.58
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Pfizer (PFE) 0.1 $2.0M -2% 73k 27.99
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.0M -14% 30k 67.58
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Zacks Trust Earngs Constant (ZECP) 0.1 $2.0M NEW 70k 28.85
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Arista Networks (ANET) 0.1 $2.0M -35% 5.7k 350.50
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Global X Fds Us Pfd Etf (PFFD) 0.1 $2.0M -7% 101k 19.68
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.0M -22% 4.2k 468.73
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.9M +8% 7.3k 262.49
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.9M +32% 19k 97.01
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salesforce (CRM) 0.1 $1.9M -3% 7.3k 257.06
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.9M -57% 82k 22.58
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TJX Companies (TJX) 0.1 $1.8M 17k 110.08
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.8M 58k 31.55
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.8M -36% 71k 25.88
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Uber Technologies (UBER) 0.1 $1.8M +18% 25k 72.68
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Global X Fds Autonmous Ev Etf (DRIV) 0.1 $1.8M -14% 78k 23.49
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.8M -44% 8.0k 226.24
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $1.8M -24% 31k 58.86
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.8M +7% 12k 152.28
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $1.8M +67% 35k 50.88
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Global X Fds 1-3 Month T-bill (CLIP) 0.1 $1.8M NEW 18k 100.47
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Msci (MSCI) 0.1 $1.8M -4% 3.7k 481.84
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Johnson & Johnson (JNJ) 0.1 $1.8M -27% 12k 146.14
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.7M -32% 4.4k 391.11
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Abbott Laboratories (ABT) 0.1 $1.7M -9% 17k 103.91
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.7M -8% 97k 17.67
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Oracle Corporation (ORCL) 0.1 $1.7M +28% 12k 141.23
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Southern Company (SO) 0.1 $1.7M 22k 77.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.7M +16% 28k 60.29
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.7M -63% 31k 54.48
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.7M -41% 21k 81.28
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.7M 23k 72.04
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Netflix (NFLX) 0.1 $1.7M -2% 2.5k 675.01
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.7M +5% 26k 64.96
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.6M +20% 19k 86.61
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United Parcel Service CL B (UPS) 0.1 $1.6M -12% 12k 136.81
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Kinder Morgan (KMI) 0.1 $1.6M +7% 81k 19.87
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Pimco Etf Tr Muni Income Opp (MINO) 0.1 $1.6M +146% 35k 45.43
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Gilead Sciences (GILD) 0.1 $1.6M -3% 23k 68.61
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $1.5M -3% 26k 59.26
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Kla Corp Com New (KLAC) 0.1 $1.5M -25% 1.9k 824.71
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $1.5M -21% 44k 35.13
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $1.5M -2% 16k 94.29
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Goldman Sachs (GS) 0.1 $1.5M -13% 3.3k 452.32
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T. Rowe Price (TROW) 0.1 $1.5M +59% 13k 115.33
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Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $1.5M -57% 16k 92.69
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.5M -9% 3.9k 383.11
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Global X Fds Cloud Computng (CLOU) 0.1 $1.5M -2% 75k 19.66
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Lam Research Corporation (LRCX) 0.1 $1.5M -5% 1.4k 1064.59
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Nike CL B (NKE) 0.1 $1.5M -4% 19k 75.37
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M -87% 3.6k 406.69
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.5M 29k 50.09
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Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $1.4M +8% 71k 20.28
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M -39% 8.8k 164.25
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.1 $1.4M -2% 28k 50.37
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $1.4M -30% 23k 62.59
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Elevation Series Trust Sovereigns Capit (SOVF) 0.1 $1.4M NEW 50k 28.64
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Nextera Energy (NEE) 0.1 $1.4M -29% 20k 70.83
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.4M -19% 37k 38.40
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Past Filings by CreativeOne Wealth

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

View all past filings