IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CreativeOne Wealth, LLC

Q2 2019 Holdings

Filed 2019-08-15 | 287 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Cerner Corp(CERNCHF)COM156782104$3094,2100.0%
Philip Morris Intl Inc(PM)COM718172109$3133,9890.0%
Ishares TR(IEF)BARCLAYS 7 10 YR464287440$3142,8530.0%
Commerce Bancshares Inc(CBSH)COM200525103$3195,3510.0%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$3244,5880.0%
Pepsico Inc(PEP)COM713448108$3302,5160.0%
Chevron Corp New(CVX)COM166764100$3312,6610.0%
Lockheed Martin Corp(LMT)COM539830109$3319090.0%
Spdr Series Trust(SPAB)PORTFOLIO AGRGTE78464A649$33511,4910.0%
Disney Walt Co(DIS)COM DISNEY254687106$3422,4460.0%
Altria Group Inc(MO)COM02209S103$3437,2430.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$3494,3210.0%
Mcdonalds Corp(MCD)COM580135101$3541,7020.0%
Sempra Energy(SRE)COM816851109$3582,6080.0%
Norfolk Southern Corp(NSC)COM655844108$3631,8220.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$3653,1910.0%
Spdr Series Trust(QUS)MSCI USA STRTGIC78468R812$3714,3070.0%
Ishares TR(USMV)MIN VOL USA ETF46429B697$3816,1780.0%
JP Morgan Exchange Traded FD(JPMB)USD EMRNG MKT46641Q746$3897,8310.0%
Spdr Series Trust(SPMD)PORTFOLIO MD ETF78464A847$39011,4410.0%
Global X FDSGLB X MLP ENRG I37950E226$39630,5970.0%
Goldman Sachs Group Inc(GS)COM38141G104$3971,9410.0%
EOG RES Inc(EOG)COM26875P101$4034,3230.0%
United Parcel Service Inc(UPS)CL B911312106$4033,8980.0%
Indexiq ETF TR(MNA)IQ MRGR ARB ETF45409B800$41113,0360.0%
Vanguard Admiral FDS Inc(VOOV)500 VAL IDX FD921932703$4223,7540.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4242,7280.0%
Northern LTS FD TR IV(ISMD)INSPIRE SMAL ETF66538H641$43516,3070.0%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$4454,1280.0%
Spdr Series Trust(SPYM)PORTFOLIO LR ETF78464A854$46913,5650.0%
Schwab Strategic TR(FNDA)SCHWAB FDT US SC808524763$47112,4900.0%
Spdr Series Trust(BIL)SPDR BLOOMBERG78468R663$4825,2680.0%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$51417,3650.0%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$53210,0250.0%
Unitedhealth Group Inc(UNH)COM91324P102$5582,2860.0%
Union Pacific Corp(UNP)COM907818108$5603,3110.0%
Northrop Grumman Corp(NOC)COM666807102$5751,7780.0%
Spdr Series Trust(SPTS)PORTFOLIO SH TSR78468R101$58219,3810.0%
Pimco ETF TR(CORP)INV GRD CRP BD72201R817$5905,4940.0%
Visa Inc(V)COM CL A92826C839$6093,5110.0%
Ishares TR(PFF)PFD AND INCM SEC464288687$63717,2920.0%
Ishares TR(MBB)MBS ETF464288588$6385,9370.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$6474,8570.0%
Exxon Mobil Corp(XOM)COM30231G102$6678,7090.0%
Spdr Series Trust(SPTL)PORTFOLIO LN TSR78464A664$66717,4660.0%
Deere & Co(DE)COM244199105$6814,1120.0%
JPMorgan Chase & Co(JPM)COM46625H100$6826,1050.0%
Amazon COM Inc(AMZN)COM023135106$6903640.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$7432,7590.0%
Ishares TR(REET)GLOBAL REIT ETF46434V647$75228,1750.0%
PreviousPage 2 of 4Next