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CIK: 0001739728
Total reported value
$4.6B
$4.6B
1061 檔
8.5%
During the Q4 2024 filing period, CreativeOne Wealth, LLC (CIK: 0001739728) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.6B across 1061 reported positions.
In Q4 2024, CreativeOne Wealth, LLC displayed an active expansion posture, initiating 39 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1061 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.00% | -0.10% | -11.01% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 2.35% | +0.23% | -3.02% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 2.32% | +0.12% | -0.42% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.24% | +52.47% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.12% | +0.10% | +4.50% | |
| 6 | VEGA | Advshrs Star Gbl Buy-write | ETF-Other | 1.88% | +0.08% | +4.77% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.64% | +0.24% | +0.59% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | +0.09% | +3.38% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.10% | +34.34% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.03% | +21.00% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.41% | -0.59% | +2.11% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.32% | +0.10% | -1.50% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.51% | +48.20% | |
| 14 | ✓ | Neos ETF Trust | ETF-Other | 1.14% | — | — | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +1.24% | -4.45% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.06% | — | +28.33% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | +0.01% | +14.13% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | — | +2.99% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.42% | +8.50% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.96% | -0.04% | +5.64% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.96% | +0.01% | +2.50% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.93% | — | +6.44% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.90% | -0.29% | +1.64% | |
| 24 | SECT | Main Sector Rotation ETF | ETF-Other | 0.89% | -0.01% | +6.74% | |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.86% | +0.09% | +93.57% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | +0.05% | +2.44% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.11% | -1.91% | |
| 28 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.71% | — | +0.67% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.28% | +3.33% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.12% | +43.19% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | +0.04% | +4.14% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.04% | -2.96% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.04% | +54.21% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.59% | — | +6.20% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.59% | -0.03% | +3.83% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.02% | +9.90% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.07% | +17.58% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.02% | +44.44% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.52% | -0.02% | +8.23% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.51% | +0.01% | +2.54% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | — | +1.96% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | +0.03% | -1.56% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.46% | — | +3.56% | |
| 44 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.45% | -0.31% | -1.80% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | +0.17% | +13.75% | |
| 46 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.42% | -0.03% | -14.83% | |
| 47 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.42% | -0.01% | +19.80% | |
| 48 | MSTB | Lha Market State Tactical | ETF-Other | 0.41% | -0.01% | +21.47% | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.41% | -0.04% | +32.69% | |
| 50 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.41% | — | +4.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Neos ETF Trust | +1.1% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.7% | +52.47% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +48.20% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +34.34% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.4% | +93.57% | Add |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | +5427.43% | Add |
| 7 | ESUM | Eventide US Market ETF | +0.3% | NEW | New buy |
| 8 | FOCT | Ft Vest U.s. Equity Buffer E | +0.2% | +2915.51% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +43.19% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +17.58% | Add |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | +457.98% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +54.21% | Add |
| 13 | FNOV | Ft Vest US Equity Buffer ETF | +0.2% | NEW | New buy |
| 14 | IAU | Ishares Gold Trust | +0.2% | +304.01% | Add |
| 15 | FDEC | Ft Vest U.s. Equity Buffer E | +0.2% | +645.24% | Add |
| 16 | SCHG | Schwab US Large-cap Growth | +0.2% | +947.95% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +44.44% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | -1.91% | Trim |
| 19 | NFLX | Netflix Inc | +0.1% | +106.92% | Add |
| 20 | MRSH | Marsh & Mclennan Cos | +0.1% | +138.67% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 22 | MSFT | Microsoft CORP | +0.1% | +21.00% | Add |
| 23 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +297.64% | Add |
| 24 | UDIV | Franklin U.s. Core Dividend | +0.1% | +38.16% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +34.17% | Add |
| 26 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +47.84% | Add |
| 27 | XLE | Ss Energy Select Sector | +0.1% | +51.11% | Add |
| 28 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 29 | HYDB | Ishares High Yield Systemati | +0.1% | NEW | New buy |
| 30 | ARCC | Ares Capital CORP | +0.1% | +273.55% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | +63.64% | Add |
| 32 | BIZD | Vaneck Bdc Income ETF | +0.1% | NEW | New buy |
| 33 | ✓ | +0.1% | NEW | New buy | |
| 34 | STWD | Starwood Property Trust Inc | +0.1% | NEW | New buy |
| 35 | PYLD | Pimco Multisector Bond Actv | +0.1% | +32.69% | Add |
| 36 | MCK | Mckesson CORP | +0.1% | +46.23% | Add |
| 37 | UTG | Reaves Utility Income Fund | +0.1% | NEW | New buy |
| 38 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | +609.99% | Add |
| 39 | LALT | Ft Mlt-strat Alternative ETF | +0.1% | +265.37% | Add |
| 40 | OAIM | Oneascent Intl Eqty ETF | +0.1% | NEW | New buy |
| 41 | ELCV | Eventide High Dividend ETF | +0.1% | NEW | New buy |
| 42 | IWY | Ishares Russell Top 200 Grow | +0.1% | +85.71% | Add |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +52.48% | Add |
| 44 | HYGW | Ishares Hy CORP Bd Buywr ETF | +0.1% | NEW | New buy |
| 45 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +115.81% | Add |
| 46 | EFG | Ishares Msci Eafe Growth ETF | 0% | +28.33% | Add |
| 47 | WMT | Walmart Inc | 0% | +20.71% | Add |
| 48 | MO | Altria Group Inc | 0% | +27.68% | Add |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +137.77% | Add |
| 50 | TMUS | T-mobile US Inc | 0% | +259.96% | Add |
According to official SEC Form 13F filings, CreativeOne Wealth, LLC reported a total U.S. public equity portfolio value of $4.6B across 1061 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSB, VUG, VTV) accounted for 8.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
NEOS ETF TRUST
市值: $37.3M
Top Position Liquidated / Trimmed
IGEB
前期市值: $5.8M
During Q4 2024, CreativeOne Wealth, LLC's top holdings by market value included IUSB (3.0%)、VUG (2.4%)、VTV (2.3%). The largest single position, IUSB, represented 3.0% of total portfolio value.
In Q4 2024, CreativeOne Wealth, LLC made 200 total portfolio adjustments, initiating 39 new buys, adding to 102 positions, trimming 43 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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