CreativeOne Wealth, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$3.3T

Holdings

1,061

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,061 positions)

#StockSharesValue% PortfolioType
201
AVUSAMERICAN CENTY ETF TR
31,138$3.0B0.09%
202
SPTLSPDR SER TR
115,125$3.0B0.09%
203
CRMSALESFORCE INC
8,991$3.0B0.09%
204
TAT&T INC
131,892$3.0B0.09%
205
IXUSISHARES TR
45,172$3.0B0.09%
206
PAYXPAYCHEX INC
21,212$3.0B0.09%
207
CATCATERPILLAR INC
8,170$3.0B0.09%
208
SOSOUTHERN CO
35,968$3.0B0.09%
209
CARRCARRIER GLOBAL CORPORATION
43,365$3.0B0.09%
210
CTVACORTEVA INC
51,170$2.9B0.09%
211
JGLOJ P MORGAN EXCHANGE TRADED F
48,451$2.9B0.09%
212
ILTBISHARES TR
59,652$2.9B0.09%
213
IJRISHARES TR
25,088$2.9B0.09%
214
FFORD MTR CO
291,213$2.9B0.09%
215
MCDMCDONALDS CORP
9,944$2.9B0.09%
216
GLDMWORLD GOLD TR
54,835$2.9B0.09%
217
RDVYFIRST TR EXCHANGE-TRADED FD
48,199$2.9B0.09%
218
VIGIVANGUARD WHITEHALL FDS
35,104$2.8B0.09%
219
BUYWNORTHERN LTS FD TR IV
201,159$2.8B0.09%
220
TROWPRICE T ROWE GROUP INC
24,611$2.8B0.09%
221
BRK-BBERKSHIRE HATHAWAY INC DEL
4$2.7B0.08%
222
SPSMSPDR SER TR
60,404$2.7B0.08%
223
JAVAJ P MORGAN EXCHANGE TRADED F
42,831$2.7B0.08%
224
SPHDINVESCO EXCH TRADED FD TR II
56,045$2.7B0.08%
225
MINTPIMCO ETF TR
26,980$2.7B0.08%
226
BILSPDR SER TR
29,580$2.7B0.08%
227
SPYGSPDR SER TR
30,591$2.7B0.08%
228
PFMINVESCO EXCHANGE TRADED FD T
58,549$2.7B0.08%
229
LQDISHARES TR
24,882$2.7B0.08%
230
TOTLSSGA ACTIVE ETF TR
67,006$2.6B0.08%
231
VCSHVANGUARD SCOTTSDALE FDS
33,387$2.6B0.08%
232
ISRGINTUITIVE SURGICAL INC
4,986$2.6B0.08%
233
XLCSELECT SECTOR SPDR TR
26,642$2.6B0.08%
234
JNKSPDR SER TR
26,916$2.6B0.08%
235
AXONAXON ENTERPRISE INC
4,319$2.6B0.08%
236
DFAEDIMENSIONAL ETF TRUST
101,149$2.6B0.08%
237
XLVSELECT SECTOR SPDR TR
18,539$2.6B0.08%
238
VICIVICI PPTYS INC
87,203$2.5B0.08%
239
LALTFIRST TR EXCHNG TRADED FD VI
120,684$2.5B0.08%
240
HYDBISHARES TR
53,894$2.5B0.08%
241
PTNQPACER FDS TR
33,991$2.5B0.08%
242
VGSHVANGUARD SCOTTSDALE FDS
43,096$2.5B0.08%
243
SCHDSCHWAB STRATEGIC TR
91,259$2.5B0.08%
244
PFFISHARES TR
78,829$2.5B0.08%
245
AMDADVANCED MICRO DEVICES INC
20,438$2.5B0.08%
246
XLISELECT SECTOR SPDR TR
18,688$2.5B0.08%
247
CMECME GROUP INC
10,410$2.4B0.07%
248
ZTSZOETIS INC
14,732$2.4B0.07%
249
MSCIMSCI INC
3,953$2.4B0.07%
250
IJKISHARES TR
26,052$2.4B0.07%
251
RTXRTX CORPORATION
20,463$2.4B0.07%
252
PRUPRUDENTIAL FINL INC
19,838$2.4B0.07%
253
DUHPDIMENSIONAL ETF TRUST
69,509$2.3B0.07%
254
BUFFINNOVATOR ETFS TRUST
52,264$2.3B0.07%
255
XMHQINVESCO EXCHANGE TRADED FD T
23,800$2.3B0.07%
256
BOTZGLOBAL X FDS
73,172$2.3B0.07%
257
PDBCINVESCO ACTVELY MNGD ETC FD
179,816$2.3B0.07%
258
SCHVSCHWAB STRATEGIC TR
88,661$2.3B0.07%
259
XLRESELECT SECTOR SPDR TR
56,156$2.3B0.07%
260
COPCONOCOPHILLIPS
22,951$2.3B0.07%
261
BIZDVANECK ETF TRUST
136,837$2.3B0.07%
262
VGLTVANGUARD SCOTTSDALE FDS
41,087$2.3B0.07%
263
DWDMORGAN STANLEY
18,027$2.3B0.07%
264
ODFLOLD DOMINION FREIGHT LINE IN
12,827$2.3B0.07%
265
PJULINNOVATOR ETFS TRUST
54,652$2.3B0.07%
266
FTECFIDELITY COVINGTON TRUST
12,147$2.2B0.07%
267
KNGFIRST TR EXCHANGE-TRADED FD
44,722$2.2B0.07%
268
SLYVSPDR SER TR
25,696$2.2B0.07%
269
XRPRETF OPPORTUNITIES TRUST
79,023$2.2B0.07%
270
BBINJ P MORGAN EXCHANGE TRADED F
38,561$2.2B0.07%
271
VGITVANGUARD SCOTTSDALE FDS
37,918$2.2B0.07%
272
SOVFELEVATION SERIES TRUST
70,994$2.2B0.07%
273
SCHZSCHWAB STRATEGIC TR
95,862$2.2B0.07%
274
IBITISHARES BITCOIN TRUST ETF
40,912$2.2B0.07%
275
VRTXVERTEX PHARMACEUTICALS INC
5,355$2.2B0.07%
276
NEENEXTERA ENERGY INC
29,885$2.1B0.07%
277
MMM3M CO
16,512$2.1B0.07%
278
STWDSTARWOOD PPTY TR INC
112,422$2.1B0.07%
279
FISVFISERV INC
10,326$2.1B0.06%
280
IWOISHARES TR
7,367$2.1B0.06%
281
PSEPINNOVATOR ETFS TRUST
53,985$2.1B0.06%
282
AVUVAMERICAN CENTY ETF TR
21,778$2.1B0.06%
283
MDLZMONDELEZ INTL INC
35,033$2.1B0.06%
284
WMBWILLIAMS COS INC
38,363$2.1B0.06%
285
UTGREAVES UTIL INCOME FD
64,833$2.1B0.06%
286
IWNISHARES TR
12,499$2.1B0.06%
287
CRWDCROWDSTRIKE HLDGS INC
5,994$2.1B0.06%
288
QYLDGLOBAL X FDS
112,138$2.0B0.06%
289
BNDVANGUARD BD INDEX FDS
28,397$2.0B0.06%
290
TMUST-MOBILE US INC
9,197$2.0B0.06%
291
IEMGISHARES INC
38,833$2.0B0.06%
292
BBHYJ P MORGAN EXCHANGE TRADED F
43,263$2.0B0.06%
293
HEROGLOBAL X FDS
84,865$2.0B0.06%
294
DIVIFRANKLIN TEMPLETON ETF TR
66,260$2.0B0.06%
295
IWDISHARES TR
10,683$2.0B0.06%
296
MOATVANECK ETF TRUST
21,237$2.0B0.06%
297
DFUSDIMENSIONAL ETF TRUST
30,813$2.0B0.06%
298
TLHISHARES TR
19,536$1.9B0.06%
299
OREALTY INCOME CORP
35,528$1.9B0.06%
300
BSMQINVESCO EXCH TRD SLF IDX FD
80,000$1.9B0.06%
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