Fund HoldingsCreativeOne Wealth, LLC

Total Portfolio Value
$2.14M
Total Bought
$296.8K
Total Sold
$197.3K
Net Transaction
+$99.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
VANGUARD INDEX FDS212,918217,268+4,35053612.87%+8
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
0249,646+249,646080.37%+8
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
094,299+94,299080.35%+8
ISHARES TR40,476102,067+61,5914100.47%+6
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
0107,110+107,110060.27%+6
SPDR SER TR
ST SHO TREAS ETF
315,826518,385+202,5599150.70%+6
ISHARES TR
MSCI USA QLT FCT
324,561338,709+14,14840462.13%+5
SPDR SER TR
ST STR P500ETF
809,930847,370+37,44039442.06%+5
VANGUARD SPECIALIZED FUNDS84,497111,774+27,27713180.85%+5
APPLE INC(AAPL)160,818162,648+1,83027321.47%+5
INVESCO QQQ TR35,62343,280+7,65711160.75%+5
FIRST TR EXCH TRD ALPHDX FD
GERMANY ALPHA
0119,002+119,002050.22%+5
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
087,704+87,704040.19%+4
ADVISORSHARES TR
STAR GLOB BUYW
1,327,2271,375,463+48,23648522.41%+4
ISHARES TR192,543199,171+6,62818221.01%+4
VANGUARD TAX-MANAGED FDS1,285,7531,339,398+53,64558622.88%+4
SPDR SER TR
ST SHOR CORP ETF
253,668378,858+125,1908110.52%+4
ISHARES TR037,334+37,334040.20%+4
SPDR S&P 500 ETF TR(SPY)80,07081,680+1,61033361.69%+3
ISHARES TR
ULTRA SHORT DUR
087,401+87,401040.20%+4
TIMOTHY PLAN275,979353,649+77,67010130.59%+3
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
075,416+75,416030.15%+3
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
078,326+78,326030.14%+3
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
052,302+52,302030.14%+3
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
108,945160,041+51,096690.41%+3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
016,540+16,540030.16%+3
ISHARES TR47,16249,691+2,52919221.03%+3
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
077,306+77,306030.12%+3
ISHARES TR381,056400,936+19,88036381.78%+3
AMAZON COM INC(AMZN)76,43279,340+2,9088100.48%+2
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
079,072+79,072020.11%+2
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
338,618423,139+84,5219120.55%+2
GLOBAL X FDS
S&P 500 COVERED
090,071+90,071040.17%+4
ISHARES TR020,533+20,533020.11%+2
ISHARES TR
U S EQUITY FACTR
460,434478,246+17,81219210.99%+2
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
055,546+55,546020.10%+2
VANGUARD INDEX FDS87,01093,534+6,52416190.87%+2
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
115,408156,054+40,646570.31%+2
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
055,581+55,581020.09%+2
VANGUARD INDEX FDS16,12319,846+3,723680.38%+2
ISHARES TR
FLTG RATE NT ETF
104,399143,152+38,753570.34%+2
ISHARES TR
0-5YR HI YL CP
055,566+55,566020.11%+2
SPDR SER TR
ST STR FACTSET
014,648+14,648020.09%+2
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
035,454+35,454020.09%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
025,228+25,228040.18%+4
ETF SER SOLUTIONS
LHA MKT ST TACTL
283,960336,283+52,323790.43%+2
VANGUARD INDEX FDS426,361426,940+57959612.83%+2
WORLD GOLD TR(GLDM)058,350+58,350020.10%+2
OCCIDENTAL PETE CORP058,598+58,598020.10%+2
NVIDIA CORPORATION(NVDA)15,90714,279-1,628460.28%+2
ACCENTURE PLC IRELAND
SHS CLASS A
08,952+8,952030.13%+3
GUGGENHEIM STRATEGIC OPPORTU(GOF)0289,319+289,319050.21%+5
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
033,177+33,177020.09%+2
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
027,576+27,576020.08%+2
ISHARES TR33,46347,469+14,006450.25%+1
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
029,664+29,664020.08%+2
SELECT SECTOR SPDR TR
ST STR CARE ETF
028,554+28,554040.18%+4
SELECT SECTOR SPDR TR
ST STR TECHN ETF
018,157+18,157030.15%+3
ISHARES TR453,062475,158+22,09643442.07%+1
FORTINET INC(FTNT)027,983+27,983020.10%+2
ISHARES INC
CORE MSCI EMKT
372,381396,869+24,48818200.91%+1
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
030,930+30,930010.06%+1
VANGUARD WHITEHALL FDS71,33083,548+12,218890.41%+1
MASTERCARD INCORPORATED(MA)14,10216,376+2,274560.30%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
098,039+98,039030.15%+3
MICROSOFT CORP(MSFT)82,64973,706-8,94324251.17%+1
ISHARES TR0104,389+104,389030.12%+3
ISHARES INC081,451+81,451020.07%+2
SPDR SER TR
ST STR SP BIOT
014,276+14,276010.06%+1
SUPER MICRO COMPUTER INC(SMCI)04,669+4,669010.05%+1
J P MORGAN EXCHANGE TRADED F
INCOME ETF
025,645+25,645010.05%+1
SPDR SER TR014,883+14,883010.05%+1
VANECK ETF TRUST
SEMICONDUCTR ETF
010,907+10,907020.08%+2
AMGEN INC(AMGN)011,815+11,815030.12%+3
SNAP ON INC(SNA)07,906+7,906020.11%+2
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
094,599+94,599030.15%+3
TEXAS INSTRS INC(TXN)014,671+14,671030.12%+3
WISDOMTREE TR(WT)044,717+44,717010.06%+1
PACKAGING CORP AMER(PKG)016,435+16,435020.10%+2
COTERRA ENERGY INC075,741+75,741020.09%+2
VISA INC(V)16,53219,976+3,444450.22%+1
TESLA INC(TSLA)26,32524,682-1,643560.30%+1
NETAPP INC(NTAP)012,966+12,966010.05%+1
EXPEDITORS INTL WASH INC(EXPD)08,132+8,132010.05%+1
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
069,957+69,957020.08%+2
ISHARES TR66,69172,770+6,079670.33%+1
OVERSTOCK COM INC DEL077,423+77,423030.12%+3
ADOBE SYSTEMS INCORPORATED(ADBE)09,387+9,387050.21%+5
PFIZER INC(PFE)093,636+93,636030.16%+3
AUTOMATIC DATA PROCESSING IN09,058+9,058020.09%+2
JOHNSON & JOHNSON(JNJ)027,197+27,197050.21%+5
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
086,093+86,093030.14%+3
GLOBAL X FDS
RBTCS ARTFL INTE
089,223+89,223030.12%+3
NORDSON CORP(NDSN)04,235+4,235010.05%+1
BROWN & BROWN INC(BRO)012,334+12,334010.04%+1
LOCKHEED MARTIN CORP(LMT)06,731+6,731030.14%+3
FACTSET RESH SYS INC(FDS)02,001+2,001010.04%+1
QUEST DIAGNOSTICS INC(DGX)014,909+14,909020.10%+2
SELECT SECTOR SPDR TR
ST STR STAPL ETF
033,644+33,644020.12%+2
SPDR SER TR
ST STR SW SERV
020,346+20,346030.13%+3
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