Fund HoldingsCreativeOne Wealth, LLC

Total Portfolio Value
$1.97M
Total Bought
$170.4K
Total Sold
$714.5K
Net Transaction
-$544.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BROADCOM INC(AVGO)6,49712,449+5,9529201.01%+11
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0321,193+321,193090.47%+9
ISHARES TR341,825392,988+51,16329361.84%+8
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0251,492+251,492060.31%+6
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0120,690+120,690060.30%+6
AMERICAN CENTY ETF TR095,392+95,392060.30%+6
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0140,732+140,732060.29%+6
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0109,437+109,437050.26%+5
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0113,283+113,283050.26%+5
DBX ETF TR0132,220+132,220050.28%+5
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0116,964+116,964050.23%+5
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0115,453+115,453040.22%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0124,804+124,804040.22%+4
NVIDIA CORPORATION(NVDA)21,610184,141+162,53120231.15%+3
ZILLOW GROUP INC(Z)067,957+67,957030.16%+3
APPLE INC(AAPL)154,434139,150-15,28426291.48%+3
ISHARES TR080,772+80,772080.40%+8
ISHARES TR171,461198,345+26,88418201.03%+2
ISHARES TR
INVT GRAD SY ETF
053,671+53,671020.12%+2
OLD DOMINION FREIGHT LINE IN(ODFL)012,063+12,063020.11%+2
ZACKS TRUST
EARNGS CONSTANT
069,492+69,492020.10%+2
GE AEROSPACE(GE)019,929+19,929030.16%+3
GLOBAL X FDS
1 3 MO T BI ET
017,736+17,736020.09%+2
NORTHERN LTS FD TR IV
MAIN BUYWRITE
0165,337+165,337020.11%+2
FRANKLIN TEMPLETON ETF TR
US CORE DIV TILT
57,19890,015+32,817240.19%+1
ZACKS TRUST
SMALL/MID CAP
076,113+76,113020.12%+2
ELEVATION SERIES TRUST049,550+49,550010.07%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
031,429+31,429010.07%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
034,597+34,597010.07%+1
ISHARES TR
TRS FLT RT BD
88,373112,697+24,324460.29%+1
PIMCO ETF TR
INTER MUN BD ACT
046,386+46,386020.12%+2
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
033,298+33,298010.06%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
032,615+32,615010.06%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
027,473+27,473010.05%+1
ISHARES TR
A RATE CP BD ETF
056,309+56,309030.13%+3
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
029,013+29,013010.05%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
031,896+31,896010.05%+1
PIMCO ETF TR
MUNI INCOME OPP
034,931+34,931020.08%+2
BANK AMERICA CORP0102,111+102,111040.21%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
022,242+22,242010.05%+1
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
043,682+43,682030.17%+3
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
025,523+25,523010.07%+1
UBS AG JERSEY BRANCH(AMUB)05,773+5,773010.04%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
025,467+25,467010.04%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
017,594+17,594010.04%+1
PROSHARES TR
S&P 500 DV ARIST
011,045+11,045010.05%+1
SPDR SER TR
ST INTER BD ETF
022,695+22,695010.04%+1
JANUS DETROIT STR TR
HENDRSON AAA CL
035,217+35,217020.09%+2
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
038,539+38,539020.12%+2
FIRST TR NAS100 EQ WEIGHTED05,692+5,692010.04%+1
SMUCKER J M CO(SJM)06,356+6,356010.04%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
015,573+15,573010.03%+1
ISHARES TR07,368+7,368010.03%+1
SPDR INDEX SHS FDS
ST STR PO EX ETF
098,976+98,976030.18%+3
SPDR SER TR
ST STR PR SP1500
016,858+16,858010.06%+1
GUGGENHEIM STRATEGIC OPPORTU(GOF)0524,658+524,658080.40%+8
WHITE MTNS INS GROUP LTD
COM
0328+328010.03%+1
ARM HOLDINGS PLC03,624+3,624010.03%+1
ALTRIA GROUP INC(MO)74,88784,660+9,773340.20%+1
COCA COLA CONS INC(COKE)0536+536010.03%+1
GOLDMAN SACHS ETF TR075,258+75,258080.41%+8
PACER FDS TR
LUNT LRGCP MULTI
011,479+11,479010.03%+1
WISDOMTREE TR(WT)0103,330+103,330050.26%+5
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
044,967+44,967030.17%+3
ORACLE CORP(ORCL)012,072+12,072020.09%+2
PRICE T ROWE GROUP INC(TROW)013,103+13,103020.08%+2
INVESCO EXCH TRADED FD TR II0115,458+115,458030.14%+3
PALO ALTO NETWORKS INC(PANW)09,425+9,425030.16%+3
GIGACLOUD TECHNOLOGY INC(GCT)016,344+16,344000.03%0
VICI PPTYS INC(VICI)047,517+47,517010.07%+1
SCHWAB STRATEGIC TR07,345+7,345000.02%0
GLOBAL X FDS
FINTECH ETF
052,940+52,940010.07%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
013,457+13,457000.02%0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
012,763+12,763000.02%0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,329+10,329000.02%0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
09,502+9,502000.02%0
AXCELIS TECHNOLOGIES INC03,025+3,025000.02%0
FRANKLIN RESOURCES INC(BEN)029,239+29,239010.03%+1
VERTIV HOLDINGS CO(VRT)04,859+4,859000.02%0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
047,238+47,238030.14%+3
APPLIED MATLS INC020,045+20,045050.24%+5
WELLTOWER INC(WELL)09,174+9,174010.05%+1
ZOOM VIDEO COMMUNICATIONS IN(ZM)06,425+6,425000.02%0
LANTHEUS HLDGS INC(LNTH)04,668+4,668000.02%0
MAKEMYTRIP LIMITED MAURITIUS
SHS
04,445+4,445000.02%0
ISHARES TR
ULTRA SHORT DUR
155,228162,609+7,381880.42%0
SILA REALTY TRUST INC017,323+17,323000.02%0
ALCOA CORP(AA)08,754+8,754000.02%0
INNOVATOR ETFS TRUST
US EQUITY ACCELE
010,608+10,608000.02%0
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
04,692+4,692010.05%+1
ISHARES TR012,235+12,235000.02%0
ISHARES BITCOIN TR(IBIT)09,581+9,581000.02%0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
07,911+7,911000.02%0
MONDELEZ INTL INC(MDLZ)09,643+9,643010.03%+1
FIDELITY MERRIMACK STR TR022,881+22,881010.05%+1
PACER FDS TR
TRENDPILOT 100
016,149+16,149010.06%+1
BLACKROCK TCP CAPITAL CORP059,556+59,556010.03%+1
FIDELITY NATL INFORMATION SV(FIS)04,090+4,090000.02%0
ISHARES TR03,564+3,564000.01%0
GE VERNOVA INC(GEV)01,656+1,656000.01%0
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