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Change Path

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

Top 5 stock holdings are IUSB, VTV, VUG, VEA, SPLG, and represent 15.04% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$58M), VEGA (+$56M), DYNF (+$37M), SPY (+$21M), IVE (+$21M), IVW (+$20M), QUAL (+$15M), MBB (+$15M), BINC (+$15M), IVV (+$14M).
Started 281 new stock positions in PGR, DFGX, CCI, FIXD, FFEB, MLM, GAB, TXT, UPRO, CWB.
Reduced shares in these 10 stocks: LRGF (-$16M), USFR (-$8.8M), OEF (-$7.6M), FNOV (-$7.1M), DDEC (-$6.6M), BUFQ, SPLG, FDEC, IEMG, CNRG.
Sold out of its positions in OCTW, BRK.A, CTSH, DLY, EW, EXR, DMAY, DAPR, FAPR, ACWI.
CreativeOne Wealth was a net buyer of stock by $839M.
CreativeOne Wealth has $2.5B in assets under management (AUM), dropping by 57.29%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 873 positions in its portfolio as reported in the March 2024 quarterly 13F filing

CreativeOne Wealth has 873 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth March 31, 2024 positions
Download the CreativeOne Wealth March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	4.4	$109M	+114%	2.4M	45.59	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$73M	+13%	440k	165.56	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$70M	+9%	203k	344.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$61M	+15%	1.3M	45.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.3	$57M	-6%	923k	61.53	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	2.3	$56M	NEW	1.4M	41.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$47M	+84%	89k	522.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$41M	+56%	250k	164.32	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.5	$37M	NEW	825k	44.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.5	$37M	+10%	586k	62.50	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$36M	+68%	388k	92.44	View chart
Microsoft Corporation (MSFT)	1.3	$33M	+59%	78k	421.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$29M	+218%	342k	84.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$28M	+10%	365k	76.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$28M	+105%	53k	522.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$28M	+40%	62k	443.40	View chart
Apple (AAPL)	1.1	$27M	+58%	154k	171.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$23M	+18%	99k	227.11	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.9	$22M	+39%	222k	99.13	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$21M	+105%	232k	91.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$21M	NEW	112k	186.83	View chart
NVIDIA Corporation (NVDA)	0.8	$20M	+93%	22k	904.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$18M	+52%	136k	135.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$18M	+3%	334k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$18M	+50%	172k	103.84	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$18M	+58%	187k	94.64	View chart
Amazon (AMZN)	0.7	$17M	+56%	95k	180.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$17M	+122%	289k	57.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$17M	+14%	451k	37.04	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.7	$16M	+17%	435k	37.74	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.7	$16M	+176%	320k	50.37	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$16M	+125%	276k	57.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$16M	+17%	183k	86.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$16M	+11%	207k	75.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$15M	+23%	83k	182.01	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.6	$15M	+2%	647k	22.73	View chart
Vanguard World Mega Cap Index (MGC)	0.6	$15M	-3%	79k	186.87	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.6	$15M	NEW	276k	52.43	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$14M	+23%	199k	72.33	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.6	$14M	-2%	98k	145.63	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$14M	+12%	303k	45.45	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.5	$13M		446k	28.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$13M	+14%	153k	83.58	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.5	$12M		261k	47.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$12M	+92%	102k	121.26	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.5	$12M		447k	27.40	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.4	$11M	NEW	344k	31.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$10M	+15%	41k	250.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$10M	+97%	94k	107.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$9.9M	+13%	91k	108.78	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.4	$9.9M	+10%	339k	29.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$9.7M	+87%	64k	151.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$9.5M	+89%	106k	89.61	View chart
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)	0.4	$8.7M	NEW	192k	45.24	View chart
Broadcom (AVGO)	0.4	$8.6M	+75%	6.5k	1326.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$8.5M	+19%	18k	480.70	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$8.4M	+109%	302k	27.96	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$8.4M	+16%	89k	94.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$8.2M		122k	67.13	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$8.2M	NEW	235k	34.89	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$8.2M	+70%	190k	42.97	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$8.1M	+2%	161k	50.19	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$8.0M	-2%	72k	111.11	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$7.8M	+84%	155k	50.56	View chart
Meta Platforms Cl A (META)	0.3	$7.7M	+63%	16k	488.00	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.3	$7.6M	-17%	171k	44.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$7.4M	+31%	65k	115.13	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$7.4M		283k	26.32	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$7.4M	+101%	77k	95.65	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$7.3M		131k	55.56	View chart
UnitedHealth (UNH)	0.3	$7.2M	+24%	15k	495.05	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.3	$7.2M	+14%	504k	14.32	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$7.1M		128k	55.56	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.3	$7.1M		291k	24.39	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$7.0M		120k	58.82	View chart
Visa Com Cl A (V)	0.3	$6.9M	+21%	25k	279.28	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR)	0.3	$6.7M	NEW	171k	39.22	View chart
Home Depot (HD)	0.3	$6.5M	+20%	17k	375.00	View chart
Pepsi (PEP)	0.3	$6.4M	+233%	39k	166.67	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.3	$6.2M	-36%	150k	41.28	View chart
Timothy Plan Intl Etf (TPIF)	0.3	$6.1M		332k	18.52	View chart
Abbvie (ABBV)	0.2	$5.9M	+142%	33k	182.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$5.9M	+202%	196k	30.18	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.2	$5.9M	+12%	250k	23.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.9M	+11%	54k	108.11	View chart
Tesla Motors (TSLA)	0.2	$5.8M	+91%	33k	179.25	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.2	$5.8M	-22%	123k	47.09	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN)	0.2	$5.8M	+2606%	137k	42.03	View chart
Verizon Communications (VZ)	0.2	$5.8M	+54%	145k	39.77	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$5.7M	+3%	134k	42.55	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.5M	+107%	11k	511.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$5.5M	+9%	48k	115.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$5.5M	+138%	55k	100.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.5M	+78%	26k	212.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$5.4M	+724%	89k	60.74	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR)	0.2	$5.4M	+219%	153k	34.93	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$5.2M	NEW	142k	36.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.1M	+110%	45k	114.52	View chart
Procter & Gamble Company (PG)	0.2	$5.0M	+77%	31k	161.62	View chart
Eli Lilly & Co. (LLY)	0.2	$5.0M	+93%	6.3k	785.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.9M	+276%	84k	58.11	View chart
Intuit (INTU)	0.2	$4.9M	+35%	7.5k	650.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.9M	+49%	14k	338.06	View chart
Chevron Corporation (CVX)	0.2	$4.8M	+72%	30k	157.44	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.7M	+12%	41k	116.32	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$4.7M	-65%	93k	50.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$4.6M	+138%	21k	225.01	View chart
Deere & Company (DE)	0.2	$4.6M	+28%	11k	410.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.6M	+291%	144k	31.95	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.5M	+42%	9.4k	481.01	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$4.5M	+156%	88k	50.69	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.4M	+71%	195k	22.80	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$4.4M	+36%	114k	38.87	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.4M	+49%	22k	202.70	View chart
American Express Company (AXP)	0.2	$4.4M	+22%	13k	333.33	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$4.4M	+74%	147k	29.69	View chart
Applied Materials (AMAT)	0.2	$4.3M	+9%	21k	206.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.3M	+48%	21k	205.71	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.2M	+37%	9.3k	454.55	View chart
Coca-Cola Company (KO)	0.2	$4.2M	+53%	78k	54.05	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$4.1M	NEW	160k	25.76	View chart
Cisco Systems (CSCO)	0.2	$4.1M	+125%	83k	49.67	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.2	$4.1M	+2%	110k	37.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.1M	+2%	51k	79.86	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$4.1M	+9%	97k	41.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.1M	+65%	21k	191.86	View chart
Ford Motor Company (F)	0.2	$4.0M	+47%	307k	13.16	View chart
Costco Wholesale Corporation (COST)	0.2	$4.0M	+194%	5.5k	738.10	View chart
Union Pacific Corporation (UNP)	0.2	$3.9M	+7%	16k	245.93	View chart
Super Micro Computer (SMCI)	0.2	$3.9M	NEW	3.8k	1009.94	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$3.8M	+45%	94k	40.78	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$3.6M	+2%	129k	27.95	View chart
Amgen (AMGN)	0.1	$3.6M	+131%	12k	304.35	View chart
Caterpillar (CAT)	0.1	$3.6M	+127%	8.9k	400.00	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$3.6M	+62%	38k	93.45	View chart
Wal-Mart Stores (WMT)	0.1	$3.5M	+327%	59k	59.86	View chart
McDonald's Corporation (MCD)	0.1	$3.5M	+16%	12k	284.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.5M	+331%	30k	114.70	View chart
Altria (MO)	0.1	$3.4M	+131%	75k	45.98	View chart
Sherwin-Williams Company (SHW)	0.1	$3.4M	+14%	9.7k	347.34	View chart
McKesson Corporation (MCK)	0.1	$3.4M	+461%	6.3k	536.95	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.4M	+18%	31k	107.68	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$3.4M	+19%	106k	31.75	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.3M	NEW	42k	79.91	View chart
Cintas Corporation (CTAS)	0.1	$3.3M	+13%	4.8k	686.18	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$3.3M	+181%	114k	29.00	View chart
CSX Corporation (CSX)	0.1	$3.3M	+13%	89k	37.02	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$3.2M	+135%	47k	67.43	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.2M	+20%	5.5k	582.05	View chart
Bank of America Corporation (BAC)	0.1	$3.1M	+15%	83k	37.85	View chart
International Business Machines (IBM)	0.1	$3.1M	+102%	16k	190.96	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.1M	+7%	61k	50.00	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$3.0M		61k	49.86	View chart
Lowe's Companies (LOW)	0.1	$3.0M	+23%	12k	254.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.0M	+16%	37k	80.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.0M	+909%	32k	92.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.0M	+107%	14k	208.28	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.0M	+41%	69k	43.21	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$3.0M	+58%	32k	94.20	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.0M	+46%	80k	37.18	View chart
Advanced Micro Devices (AMD)	0.1	$2.9M	+116%	16k	182.39	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.9M	+78%	35k	81.52	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$2.9M	+99%	37k	78.23	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$2.9M	-28%	49k	59.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.8M	+23%	79k	35.85	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$2.8M	+3%	55k	51.11	View chart
Marsh & McLennan Companies (MMC)	0.1	$2.8M	NEW	14k	206.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$2.8M	+115%	63k	44.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.8M	+22%	77k	35.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$2.8M	+137%	112k	24.77	View chart
Palo Alto Networks (PANW)	0.1	$2.7M	+126%	9.5k	288.89	View chart
FedEx Corporation (FDX)	0.1	$2.7M	+6%	9.4k	289.79	View chart
Microchip Technology (MCHP)	0.1	$2.7M	+16%	30k	89.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.7M	-16%	35k	77.30	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$2.7M	+15%	58k	46.65	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+37%	17k	160.92	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.6M	+73%	6.6k	397.06	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.6M	-47%	50k	51.93	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$2.6M	+21%	108k	23.94	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.1	$2.6M	+45%	40k	63.83	View chart
Roper Industries (ROP)	0.1	$2.6M	+14%	4.6k	560.39	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$2.6M	-86%	47k	53.98	View chart
At&t (T)	0.1	$2.6M	+106%	145k	17.60	View chart
Arista Networks (ANET)	0.1	$2.5M	+904%	8.8k	285.71	View chart
Moody's Corporation (MCO)	0.1	$2.5M	+12%	6.4k	392.67	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.5M		179k	13.94	View chart
Carrier Global Corporation (CARR)	0.1	$2.5M	+20%	43k	58.22	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.5M	+190%	14k	183.65	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.5M	NEW	5.5k	454.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.5M	+48%	15k	169.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.5M	-18%	40k	61.54	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$2.4M	+49%	17k	142.86	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.4M	+57%	58k	42.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.4M	+709%	32k	75.97	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$2.4M	+30%	34k	71.11	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.4M	+6%	109k	21.98	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$2.4M		43k	56.30	View chart
Bristol Myers Squibb (BMY)	0.1	$2.4M	+60%	29k	83.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.4M	+30%	35k	67.89	View chart
General Dynamics Corporation (GD)	0.1	$2.4M	+255%	4.7k	500.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.3M	-19%	24k	96.39	View chart
Corteva (CTVA)	0.1	$2.3M	+13%	41k	57.79	View chart
Cadence Design Systems (CDNS)	0.1	$2.3M	+476%	7.4k	318.18	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.3M	NEW	42k	56.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.3M	+9%	8.1k	287.98	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$2.3M	NEW	41k	56.97	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	0.1	$2.3M	NEW	57k	40.39	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.3M	+276%	51k	45.45	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$2.3M	+10%	53k	42.57	View chart
salesforce (CRM)	0.1	$2.3M	+180%	7.5k	300.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.3M	+139%	18k	125.95	View chart
Zoetis Cl A (ZTS)	0.1	$2.3M	+16%	13k	169.08	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.1	$2.2M	+21%	91k	24.61	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	+200%	18k	121.21	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.2M	+223%	18k	126.58	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.1	$2.2M	+117%	94k	23.45	View chart
Allegion Ord Shs (ALLE)	0.1	$2.2M	+11%	16k	134.94	View chart
Msci (MSCI)	0.1	$2.2M	+17%	3.9k	559.42	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.1M	+33%	17k	125.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M	+185%	26k	81.65	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.1M	+230%	19k	110.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.1M	+3%	46k	45.91	View chart
Pfizer (PFE)	0.1	$2.0M	+162%	74k	27.52	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)	0.1	$2.0M	+283%	56k	36.51	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$2.0M	+89%	33k	61.22	View chart
United Parcel Service CL B (UPS)	0.1	$2.0M	+53%	13k	148.61	View chart
Nike CL B (NKE)	0.1	$2.0M		20k	96.39	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.9M	+108%	4.1k	478.62	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.1	$1.9M	+2%	77k	25.11	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.9M	+35%	60k	32.23	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)	0.1	$1.9M	+36%	56k	34.17	View chart
Synopsys (SNPS)	0.1	$1.9M	NEW	1.9k	1000.00	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.9M	+66%	106k	17.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.9M	NEW	80k	23.56	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.1	$1.9M	+128%	36k	52.82	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.9M		34k	54.47	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$1.9M	+98%	58k	32.19	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.8M	+9%	6.7k	270.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.8M	+108%	10k	179.10	View chart
Intel Corporation (INTC)	0.1	$1.8M	+38%	41k	44.19	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.8M	+131%	46k	39.71	View chart
Valero Energy Corporation (VLO)	0.1	$1.8M	+71%	10k	173.91	View chart
Oneok (OKE)	0.1	$1.8M	+44%	22k	80.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.8M	+56%	37k	47.90	View chart
Kla Corp Com New (KLAC)	0.1	$1.8M	+119%	2.5k	705.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.8M	+168%	22k	81.63	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$1.8M	+20%	47k	37.41	View chart
Uber Technologies (UBER)	0.1	$1.7M	+162%	21k	81.63	View chart
TJX Companies (TJX)	0.1	$1.7M	+139%	17k	105.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.7M	+7%	11k	158.84	View chart

Past Filings by CreativeOne Wealth

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

CreativeOne Wealth 2024 Q1 filed May 14, 2024
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

View all past filings

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