CreativeOne Wealth, LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$2.9T

Holdings

942

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (942 positions)

#StockSharesValue% PortfolioType
101
LMTLOCKHEED MARTIN CORP
10,184$6.0B0.20%
102
IWFISHARES TR
15,764$5.9B0.20%
103
INTUINTUIT
9,319$5.8B0.20%
104
WMTWALMART INC
71,558$5.8B0.20%
105
IGEBISHARES TR
124,328$5.8B0.20%
106
PGPROCTER AND GAMBLE CO
33,121$5.7B0.20%
107
FTHIFIRST TR EXCHANGE-TRADED FD
246,074$5.7B0.19%
108
MINTPIMCO ETF TR
54,671$5.5B0.19%
109
CVXCHEVRON CORP NEW
37,273$5.5B0.19%
110
IBMINTERNATIONAL BUSINESS MACHS
24,748$5.5B0.19%
111
SHYGISHARES TR
125,330$5.4B0.19%
112
ZECPZACKS TRUST
172,202$5.3B0.18%
113
DFAUDIMENSIONAL ETF TRUST
132,653$5.3B0.18%
114
AGGISHARES TR
51,973$5.3B0.18%
115
VCLTVANGUARD SCOTTSDALE FDS
63,686$5.2B0.18%
116
IWMISHARES TR
23,275$5.1B0.17%
117
VVISA INC
18,579$5.1B0.17%
118
VGTVANGUARD WORLD FD
8,673$5.1B0.17%
119
USFRWISDOMTREE TR
96,742$4.9B0.17%
120
CSCOCISCO SYS INC
91,172$4.9B0.17%
121
COSTCOSTCO WHSL CORP NEW
5,465$4.8B0.16%
122
MAMASTERCARD INCORPORATED
9,783$4.8B0.16%
123
JPMJPMORGAN CHASE & CO.
22,897$4.8B0.16%
124
IWPISHARES TR
41,078$4.8B0.16%
125
AMATAPPLIED MATLS INC
23,794$4.8B0.16%
126
XOMEXXON MOBIL CORP
39,918$4.7B0.16%
127
DEDEERE & CO
10,598$4.4B0.15%
128
ADBEADOBE INC
8,527$4.4B0.15%
129
SHVISHARES TR
39,766$4.4B0.15%
130
SRLNSSGA ACTIVE ETF TR
105,315$4.4B0.15%
131
ANETEURARISTA NETWORKS INC
11,431$4.4B0.15%
132
GEGE AEROSPACE
22,994$4.3B0.15%
133
KLMNINVESCO EXCH TRADED FD TR II
177,355$4.3B0.15%
134
IGROISHARES TR
57,377$4.3B0.15%
135
POCTINNOVATOR ETFS TRUST
109,387$4.3B0.14%
136
AQLTISHARES TR
176,153$4.1B0.14%
137
BACBANK AMERICA CORP
103,701$4.1B0.14%
138
BCCCGLOBAL X FDS
98,217$4.0B0.14%
139
SMIZZACKS TRUST
120,527$4.0B0.14%
140
CATCATERPILLAR INC
10,130$4.0B0.13%
141
DFCFDIMENSIONAL ETF TRUST
90,857$3.9B0.13%
142
UNPUNION PAC CORP
15,807$3.9B0.13%
143
USHYISHARES TR
102,435$3.9B0.13%
144
EFAISHARES TR
46,114$3.9B0.13%
145
VBRVANGUARD INDEX FDS
19,168$3.8B0.13%
146
COWZPACER FDS TR
66,538$3.8B0.13%
147
XLKSELECT SECTOR SPDR TR
17,004$3.8B0.13%
148
SHWSHERWIN WILLIAMS CO
9,999$3.8B0.13%
149
MUBISHARES TR
34,960$3.8B0.13%
150
JGROJ P MORGAN EXCHANGE TRADED F
48,747$3.7B0.13%
151
TMOTHERMO FISHER SCIENTIFIC INC
6,027$3.7B0.13%
152
SPTLSPDR SER TR
127,901$3.7B0.13%
153
FTLSFIRST TR EXCH TRADED FD III
58,524$3.7B0.13%
154
IBTEISHARES TR
151,947$3.6B0.12%
155
ICVTISHARES TR
43,347$3.6B0.12%
156
TFLOISHARES TR
71,571$3.6B0.12%
157
XLSRSSGA ACTIVE TR
69,095$3.6B0.12%
158
IFRAISHARES TR
75,855$3.6B0.12%
159
XYLDGLOBAL X FDS
85,116$3.5B0.12%
160
SPEMSPDR INDEX SHS FDS
85,500$3.5B0.12%
161
4I1PHILIP MORRIS INTL INC
28,881$3.5B0.12%
162
SPSMSPDR SER TR
76,906$3.5B0.12%
163
CARRCARRIER GLOBAL CORPORATION
43,369$3.5B0.12%
164
VRTXVERTEX PHARMACEUTICALS INC
7,475$3.5B0.12%
165
PANWPALO ALTO NETWORKS INC
10,032$3.4B0.12%
166
ESGUISHARES TR
27,174$3.4B0.12%
167
PFEPFIZER INC
117,673$3.4B0.12%
168
AMGNAMGEN INC
10,392$3.3B0.11%
169
LOWLOWES COS INC
12,344$3.3B0.11%
170
XLFSELECT SECTOR SPDR TR
73,579$3.3B0.11%
171
DFSDDIMENSIONAL ETF TRUST
68,553$3.3B0.11%
172
TAT&T INC
148,740$3.3B0.11%
173
MCKMCKESSON CORP
6,613$3.3B0.11%
174
AXPAMERICAN EXPRESS CO
11,990$3.3B0.11%
175
JCPBJ P MORGAN EXCHANGE TRADED F
67,343$3.2B0.11%
176
CSXCSX CORP
93,826$3.2B0.11%
177
AMDADVANCED MICRO DEVICES INC
19,664$3.2B0.11%
178
GOOGALPHABET INC
19,288$3.2B0.11%
179
MCOMOODYS CORP
6,773$3.2B0.11%
180
KOCOCA COLA CO
44,329$3.2B0.11%
181
MRSHMARSH & MCLENNAN COS INC
14,266$3.2B0.11%
182
CITCINTAS CORP
15,375$3.2B0.11%
183
MCDMCDONALDS CORP
10,374$3.2B0.11%
184
FFORD MTR CO
297,701$3.1B0.11%
185
VCSHVANGUARD SCOTTSDALE FDS
39,567$3.1B0.11%
186
XLFISELECT SECTOR SPDR TR
37,465$3.1B0.11%
187
VIGIVANGUARD WHITEHALL FDS
35,017$3.1B0.11%
188
STIPISHARES TR
30,443$3.1B0.10%
189
ILTBISHARES TR
57,747$3.1B0.10%
190
IXUSISHARES TR
42,281$3.1B0.10%
191
LQDISHARES TR
26,977$3.0B0.10%
192
JGLOJ P MORGAN EXCHANGE TRADED F
48,307$3.0B0.10%
193
SPDWSPDR INDEX SHS FDS
79,381$3.0B0.10%
194
SCHGSCHWAB STRATEGIC TR
28,587$3.0B0.10%
195
CTVACORTEVA INC
50,613$3.0B0.10%
196
HYSPIMCO ETF TR
31,156$3.0B0.10%
197
QLTAISHARES TR
60,474$3.0B0.10%
198
DFAEDIMENSIONAL ETF TRUST
105,026$2.9B0.10%
199
TIPZPIMCO ETF TR
53,207$2.9B0.10%
200
IJRISHARES TR
24,564$2.9B0.10%
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