Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Change Path

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

Top 5 stock holdings are VTV, VUG, SPLG, VEA, IUSB, and represent 17.74% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$11M), FDEC (+$9.2M), OEF (+$7.9M), EMXC, IXC, IYW, BOND, DDEC, JEPI, BUFQ.
Started 118 new stock positions in HIGH, MLYS, TQQQ, DKS, TJUL, LALT, IBTG, TMAT, CARR, PSA.
Reduced shares in these 10 stocks: EFG (-$8.7M), JPME (-$8.0M), EFV (-$6.5M), BRK.B (-$5.7M), IUSB (-$5.6M), FSEP (-$5.4M), FAUG (-$5.4M), IEMG, VTIP, Ishares Ibonds Dec 2023 Term T.
Sold out of its positions in Activision Blizzard, KNTK, MPV, BTE, BLK, BXSL, HRB, BTI, BAM, BRO.
CreativeOne Wealth was a net buyer of stock by $54M.
CreativeOne Wealth has $1.6B in assets under management (AUM), dropping by 12.39%.
Central Index Key (CIK): 0001739728

Tip: Access up to 7 years of quarterly data

Positions held by Change Path consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 619 positions in its portfolio as reported in the December 2023 quarterly 13F filing

CreativeOne Wealth has 619 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth Dec. 31, 2023 positions
Download the CreativeOne Wealth December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	3.7	$58M	+3%	387k	149.50	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$57M		184k	310.88	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.6	$56M	+23%	992k	55.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$55M		1.2M	47.90	View chart
Ishares Tr Core Total Usd (IUSB)	3.3	$51M	-9%	1.1M	46.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$26M	+5%	529k	49.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$25M		330k	77.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$23M		159k	147.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$23M	+14%	48k	475.31	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$22M	-4%	231k	94.08	View chart
Apple (AAPL)	1.2	$19M	+8%	97k	192.53	View chart
Microsoft Corporation (MSFT)	1.2	$18M	+9%	49k	376.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$18M	+12%	44k	409.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$18M	+3%	84k	213.33	View chart
Ishares Tr U S Equity Factr (LRGF)	1.1	$17M	+10%	352k	48.29	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$17M	-27%	324k	52.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$16M	+4%	393k	41.10	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	1.0	$15M	-4%	633k	23.59	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.9	$15M	-35%	160k	91.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$14M	+4%	186k	76.38	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.9	$14M		369k	38.21	View chart
Vanguard World Mega Cap Index (MGC)	0.9	$14M	+6%	82k	169.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$14M	+7%	156k	88.36	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$13M	-9%	267k	50.24	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.9	$13M	-4%	101k	132.12	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.8	$13M		443k	29.53	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.8	$13M	-5%	440k	29.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$13M	+2%	270k	46.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$12M		26k	477.61	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.8	$12M	+14%	161k	74.58	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$12M	+19%	118k	98.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$11M	-11%	67k	170.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$11M	-44%	114k	96.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$11M	+62%	89k	122.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$10M	+58%	113k	92.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$10M	+11%	133k	78.03	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.6	$9.8M		282k	34.90	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.6	$9.5M		288k	33.12	View chart
Amazon (AMZN)	0.6	$9.2M	+5%	61k	151.94	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.6	$9.2M	NEW	236k	38.99	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$9.1M		306k	29.78	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.6	$9.0M		258k	34.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$8.9M		80k	110.66	View chart
Timothy Plan Intl Etf (TPIF)	0.6	$8.6M		327k	26.45	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.6	$8.6M	+36%	207k	41.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$8.5M	+24%	36k	237.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$8.2M	+3351%	37k	223.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$8.1M	-4%	107k	75.10	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$7.9M	+44%	157k	50.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$7.8M	-5%	122k	63.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$7.1M	+85%	130k	54.98	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)	0.5	$7.1M	+35%	167k	42.51	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.4	$7.0M	+17%	159k	44.15	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$7.0M	-23%	74k	93.81	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC)	0.4	$6.8M	+120%	191k	35.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$6.8M	+222%	122k	55.41	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.4	$6.6M	-10%	76k	85.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.5M	+2%	15k	436.80	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$6.2M	-3%	125k	49.72	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$6.2M	-3%	128k	48.45	View chart
UnitedHealth (UNH)	0.4	$6.2M	+3%	12k	526.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$6.1M	-4%	118k	52.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$5.9M	-6%	53k	111.64	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.4	$5.6M	+15%	440k	12.80	View chart
NVIDIA Corporation (NVDA)	0.4	$5.5M	+19%	11k	495.22	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)	0.4	$5.5M	+141%	203k	27.00	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$5.4M	+86%	129k	42.22	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$5.4M	+80%	116k	46.55	View chart
Visa Com Cl A (V)	0.3	$5.3M		21k	260.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$5.2M	-7%	49k	105.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$5.1M	-10%	48k	107.48	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$5.1M	+16%	43k	117.13	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.3	$5.1M	+57%	223k	22.70	View chart
Home Depot (HD)	0.3	$5.0M		14k	346.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$5.0M	+4%	56k	89.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.8M	-23%	49k	99.25	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$4.8M	-50%	95k	50.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$4.8M	+12%	34k	139.69	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$4.4M	NEW	112k	39.11	View chart
Tesla Motors (TSLA)	0.3	$4.2M	+11%	17k	248.49	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$4.2M	+27%	84k	50.36	View chart
Broadcom (AVGO)	0.3	$4.1M	+2%	3.7k	1116.40	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.2	$3.8M	-20%	68k	56.93	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.2	$3.8M	+213%	107k	36.12	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.2	$3.8M	-30%	144k	26.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.8M	+13%	50k	75.36	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$3.7M	+80%	38k	97.26	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$3.7M	+23%	88k	41.93	View chart
Union Pacific Corporation (UNP)	0.2	$3.7M		15k	245.62	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$3.6M	+3%	126k	29.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.6M		36k	99.97	View chart
Verizon Communications (VZ)	0.2	$3.5M	+22%	93k	37.70	View chart
Deere & Company (DE)	0.2	$3.5M		8.7k	399.84	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$3.5M	-8%	42k	83.85	View chart
Intuit (INTU)	0.2	$3.4M	+7%	5.5k	625.00	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	+17%	9.7k	354.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.2M	+152%	42k	77.36	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$3.2M	+25%	6.5k	484.01	View chart
Applied Materials (AMAT)	0.2	$3.1M	+17%	19k	162.10	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.1M		5.2k	596.57	View chart
McDonald's Corporation (MCD)	0.2	$3.1M	-4%	10k	296.54	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.1M	-10%	6.8k	453.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.0M	-7%	11k	277.14	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$3.0M	+184%	30k	98.59	View chart
Coca-Cola Company (KO)	0.2	$3.0M	+7%	51k	58.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.9M	+40%	9.6k	303.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.9M	+11%	14k	200.74	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.9M	-2%	83k	34.46	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.9M	+107%	49k	58.32	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.8M	+21%	26k	108.41	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$2.8M		62k	45.75	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.8M	-23%	6.6k	426.51	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$2.8M	+322%	53k	52.58	View chart
CSX Corporation (CSX)	0.2	$2.7M	+4%	78k	34.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.7M	+18%	14k	191.14	View chart
Sherwin-Williams Company (SHW)	0.2	$2.7M	+6%	8.5k	311.90	View chart
Chevron Corporation (CVX)	0.2	$2.6M	-2%	18k	149.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.6M	-42%	113k	23.04	View chart
Cintas Corporation (CTAS)	0.2	$2.6M	+5%	4.3k	602.65	View chart
Procter & Gamble Company (PG)	0.2	$2.6M	+9%	18k	146.57	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$2.6M	-3%	65k	39.44	View chart
Ford Motor Company (F)	0.2	$2.5M	+11%	209k	12.19	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$2.5M	+38%	89k	28.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.5M	-41%	15k	170.10	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$2.5M	-16%	84k	29.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$2.4M	-53%	32k	76.13	View chart
Bank of America Corporation (BAC)	0.2	$2.4M	+10%	72k	33.68	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.4M	+3%	4.5k	530.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.4M	-21%	50k	47.08	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.3M	-2%	176k	13.30	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$2.3M	-29%	43k	54.33	View chart
Microchip Technology (MCHP)	0.1	$2.3M	+8%	26k	90.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.3M	-9%	13k	180.00	View chart
American Tower Reit (AMT)	0.1	$2.3M	+8%	11k	215.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.3M	+10%	23k	99.77	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$2.3M	+5%	57k	40.24	View chart
Zoetis Cl A (ZTS)	0.1	$2.3M	+5%	11k	197.37	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.1	$2.3M	+11%	31k	71.75	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M	-11%	13k	170.46	View chart
Nike CL B (NKE)	0.1	$2.2M	+16%	21k	108.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.2M	+14%	63k	35.41	View chart
FedEx Corporation (FDX)	0.1	$2.2M	+8%	8.8k	252.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.2M	-19%	21k	104.48	View chart
Moody's Corporation (MCO)	0.1	$2.2M	+4%	5.7k	390.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.2M		65k	34.01	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$2.2M	+79%	23k	93.07	View chart
Roper Industries (ROP)	0.1	$2.2M	+3%	4.0k	545.13	View chart
Wal-Mart Stores (WMT)	0.1	$2.2M	+7%	14k	157.62	View chart
Lowe's Companies (LOW)	0.1	$2.1M		9.6k	222.59	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$2.1M	NEW	89k	23.86	View chart
Starbucks Corporation (SBUX)	0.1	$2.1M	+14%	22k	96.02	View chart
Abbvie (ABBV)	0.1	$2.1M	-21%	13k	154.99	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.1M	+13%	44k	46.63	View chart
Carrier Global Corporation (CARR)	0.1	$2.1M	NEW	36k	57.44	View chart
American Express Company (AXP)	0.1	$2.0M		11k	187.33	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.0M		103k	19.40	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.0M	+46%	54k	36.35	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.0M	+2%	49k	40.27	View chart
Pepsi (PEP)	0.1	$2.0M	+26%	12k	169.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.9M	+584%	7.4k	262.27	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.9M	+38%	23k	83.29	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$1.9M	+346%	48k	39.89	View chart
Johnson & Johnson (JNJ)	0.1	$1.9M	-20%	12k	156.76	View chart
Eli Lilly & Co. (LLY)	0.1	$1.9M	+2%	3.3k	583.08	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$1.9M	+35%	20k	94.76	View chart
Honeywell International (HON)	0.1	$1.9M	+2%	9.0k	209.72	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.1	$1.9M	-21%	75k	25.02	View chart
Cisco Systems (CSCO)	0.1	$1.9M	+3%	37k	50.52	View chart
Msci (MSCI)	0.1	$1.9M	+4%	3.3k	565.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.9M	+73%	65k	28.64	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.1	$1.8M		74k	24.67	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.1	$1.8M	+9%	28k	65.84	View chart
Allegion Ord Shs (ALLE)	0.1	$1.8M	+4%	14k	126.68	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.8M	+147%	37k	48.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.7M	-11%	27k	64.92	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.7M	+32%	35k	50.46	View chart
Corteva (CTVA)	0.1	$1.7M	+4%	36k	47.93	View chart
Colgate-Palmolive Company (CL)	0.1	$1.7M	-25%	21k	79.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.7M	+23%	23k	73.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.7M	+52%	12k	140.94	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR)	0.1	$1.6M	-53%	48k	33.86	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.6M	-18%	34k	47.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.6M	+303%	10k	155.35	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$1.6M	-19%	26k	61.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.6M		20k	79.36	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.6M	-26%	11k	136.42	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$1.6M	-13%	69k	22.66	View chart
Crane Company Common Stock (CR)	0.1	$1.6M		13k	118.17	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$1.6M	-13%	37k	42.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M	+148%	9.8k	157.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.5M	+291%	6.1k	252.21	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.5M	-18%	28k	55.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.5M	-4%	8.6k	174.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.5M	-14%	4.3k	350.79	View chart
Intel Corporation (INTC)	0.1	$1.5M	+25%	30k	50.25	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$1.5M	+108%	18k	80.16	View chart
Amgen (AMGN)	0.1	$1.5M	-18%	5.0k	288.09	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.5M	+8%	24k	61.54	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.4M	+2%	3.8k	376.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M	+10%	28k	51.04	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.4M		24k	59.32	View chart
Global X Fds Fintech Etf (FINX)	0.1	$1.4M	-25%	56k	25.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.4M	-3%	23k	62.67	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$1.4M	+4%	39k	36.24	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+12%	8.7k	157.21	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$1.4M	-15%	30k	46.54	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.4M	+17%	44k	31.19	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)	0.1	$1.3M	NEW	41k	32.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.3M	-2%	2.6k	507.26	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.3M	+2%	6.9k	192.39	View chart
Altria (MO)	0.1	$1.3M	-24%	32k	40.33	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$1.3M	NEW	56k	23.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.3M	+32%	22k	57.98	View chart
Goldman Sachs (GS)	0.1	$1.3M	-2%	3.4k	385.88	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.3M	-16%	20k	64.58	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.1	$1.3M		38k	33.62	View chart
International Business Machines (IBM)	0.1	$1.3M	-4%	7.9k	163.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.3M	-9%	24k	53.19	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.3M	-10%	25k	51.40	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	+11%	4.2k	294.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.2M	+10%	29k	42.41	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-7%	1.9k	660.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M	-82%	3.4k	356.66	View chart
Automatic Data Processing (ADP)	0.1	$1.2M	-20%	5.2k	233.19	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$1.2M	+12%	41k	29.41	View chart
At&t (T)	0.1	$1.2M		70k	16.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.2M	+3%	22k	52.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.2M	NEW	22k	52.38	View chart
Caterpillar (CAT)	0.1	$1.2M	+20%	3.9k	295.75	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.1	$1.2M	+53%	37k	31.40	View chart
Boeing Company (BA)	0.1	$1.1M	-25%	4.4k	260.70	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.1M	+87%	47k	24.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.1M	-74%	24k	47.47	View chart
Gilead Sciences (GILD)	0.1	$1.1M	-22%	14k	81.02	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$1.1M	-3%	43k	26.01	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.1M	+26%	64k	17.34	View chart
Flexshares Tr Discp Dur Mbs (MBSD)	0.1	$1.1M	+128%	54k	20.56	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	-7%	7.5k	147.41	View chart
Nextera Energy (NEE)	0.1	$1.1M	-21%	18k	60.75	View chart
Lam Research Corporation (LRCX)	0.1	$1.1M		1.4k	783.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.1M	+25%	8.7k	125.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.1M	-9%	14k	79.22	View chart
Oneok (OKE)	0.1	$1.1M	+25%	15k	70.20	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY)	0.1	$1.1M	-58%	30k	36.11	View chart
Philip Morris International (PM)	0.1	$1.1M	-20%	11k	94.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.1M	+17%	37k	29.22	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.1M	-13%	23k	45.62	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.0M	+331%	24k	43.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.0M	-18%	25k	40.93	View chart
Global X Fds Millennial Consu (MILN)	0.1	$1.0M	-15%	29k	35.44	View chart

Past Filings by CreativeOne Wealth

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

CreativeOne Wealth 2023 Q4 filed Feb. 9, 2024
CreativeOne Wealth 2023 Q3 filed Oct. 17, 2023
CreativeOne Wealth 2023 Q2 amended filed Aug. 16, 2023
CreativeOne Wealth 2023 Q2 filed Aug. 14, 2023
CreativeOne Wealth 2023 Q1 filed May 15, 2023
CreativeOne Wealth 2022 Q4 filed Feb. 15, 2023
CreativeOne Wealth 2022 Q3 filed Nov. 15, 2022
CreativeOne Wealth 2022 Q2 filed Aug. 12, 2022
CreativeOne Wealth 2022 Q1 filed May 13, 2022
Change Path 2021 Q4 filed Feb. 15, 2022
Change Path 2021 Q3 filed Nov. 16, 2021
Change Path 2021 Q2 filed Aug. 13, 2021
Change Path 2021 Q1 filed May 17, 2021
Change Path 2020 Q4 filed Feb. 12, 2021
Change Path 2020 Q3 filed Nov. 13, 2020
Change Path 2020 Q2 filed Aug. 13, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z