Creative One Wealth, LLC Purchases in Q1 2025

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACM
Aecom

Industrials
6
+ 0.18%
$92.54 - $111.05 $555 - $666
3.43K $318K
ET
Energy Transfer LP

Energy
18
+ 0.04%
$17.26 - $21.08 $311 - $379
48.4K $900K
AA
Alcoa Corp

Basic Materials
764
+ 7.7%
$30.5 - $39.53 $23.3K - $30.2K
10.7K $325K
TLRY
Tilray Brands, Inc.

Healthcare
457
+ 0.62%
$0.59 - $1.46 $270 - $667
74.4K $49K
AVUV
American Centy ETF Tr Avantis

ETFs
1.74K
+ 7.99%
$84.95 - $100.62 $148K - $175K
23.5K $2.05M
BNDX
Vanguard Total International B

ETFs
1.9K
+ 0.3%
$48.33 - $49.5 $91.8K - $94K
644K $31.4M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
402
+ 2.8%
$62.28 - $71.92 $25K - $28.9K
14.8K $936K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
688
+ 9.34%
$254.58 - $302.92 $175K - $208K
8.06K $2.06M
MAR
Marriott International Inc

Consumer Cyclical
38
+ 2.12%
$237.01 - $304.45 $9.01K - $11.6K
1.83K $436K
PWR
Quanta Services, Inc.

Industrials
264
+ 12.44%
$236.71 - $358.03 $62.5K - $94.5K
2.39K $606K
WHR
Whirlpool Corp

Consumer Cyclical
1.41K
+ 17.43%
$88.58 - $133.14 $125K - $188K
9.51K $856K
LEN
Lennar Corp

Consumer Cyclical
57
+ 1.25%
$113.93 - $141.54 $6.49K - $8.07K
4.61K $528K
SPYG
Spdr Portfolio

ETFs
1.7K
+ 5.57%
$80.05 - $92.39 $136K - $157K
32.3K $2.6M
ACN
Accenture PLC

Technology
329
+ 6.33%
$300.91 - $398.25 $99K - $131K
5.52K $1.72M
EME
Emcor Group, Inc.

Industrials
195
+ 9.04%
$361.16 - $535.99 $70.4K - $105K
2.35K $869K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
588
+ 8.06%
$135.34 - $188.66 $79.6K - $111K
7.88K $1.11M
SHOP
Shopify Inc.

Technology
61
+ 0.48%
$90.59 - $129.31 $5.53K - $7.89K
12.7K $1.21M
COIN
Coinbase Global, Inc.

Technology
66
+ 3.14%
$172.23 - $301.3 $11.4K - $19.9K
2.17K $373K
SRE
Sempra Energy

Utilities
479
+ 4.26%
$67.85 - $87.67 $32.5K - $42K
11.7K $836K
XLK
Technology Sector Spdr

ETFs
1.57K
+ 8.55%
$206.38 - $242.18 $323K - $379K
19.9K $4.1M
URI
United Rentals, Inc.

Industrials
21
+ 0.93%
$594.17 - $789.56 $12.5K - $16.6K
2.27K $1.42M
PYPL
Pay Pal Holdings, Inc.

Financial Services
142
+ 1.54%
$65.15 - $91.81 $9.25K - $13K
9.39K $612K
IVV
Ishares Core S&P 500 ETF

ETFs
2.41K
+ 4.22%
$554.06 - $615.85 $1.34M - $1.48M
59.6K $33.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
499
+ 6.0%
$165.25 - $224.62 $82.5K - $112K
8.82K $1.46M
UPS
United Parcel Service Inc

Industrials
447
+ 3.1%
$109.66 - $136.26 $49K - $60.9K
14.9K $1.64M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
1.93K
+ 2.73%
$17.68 - $23.34 $34K - $44.9K
72.4K $1.28M
APO
Apollo Global Management, Inc.

Financial Services
292
+ 3.49%
$126.01 - $172.06 $36.8K - $50.2K
8.65K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
373
+ 1.49%
$102.49 - $119.96 $38.2K - $44.7K
25.5K $2.66M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.78K
+ 2.53%
$99.5 - $110.97 $277K - $309K
113K $11.4M
AMAT
Applied Materials Inc

Technology
939
+ 3.93%
$145.06 - $195.51 $136K - $184K
24.8K $3.6M
AXP
American Express CO

Financial Services
119
+ 0.93%
$255.39 - $325.87 $30.4K - $38.8K
12.9K $3.48M
MRVL
Marvell Technology, Inc.

Technology
698
+ 8.49%
$61.57 - $126.06 $43K - $88K
8.92K $549K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.08K
+ 4.87%
$57.3 - $90.39 $61.8K - $97.4K
23.2K $1.33M
SECT
Sector 10, Inc.

ETFs
29.2K
+ 5.5%
$50.98 - $57.8 $1.49M - $1.69M
560K $28.6M
GOOGL
Alphabet Inc.

Communication Services
21.9K
+ 19.08%
$154.33 - $206.19 $3.38M - $4.51M
137K $21.1M
VGT
Vanguard Information Technolog

ETFs
118
+ 1.38%
$542.38 - $646.34 $64K - $76.3K
8.64K $4.69M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
1.13K
+ 15.46%
$14.0 - $132.02 $15.8K - $149K
8.45K $118K
MSFT
Microsoft Corp

Technology
7.16K
+ 6.19%
$375.39 - $447.2 $2.69M - $3.2M
123K $46.1M
TSLA
Tesla, Inc.

Consumer Cyclical
7.99K
+ 18.34%
$222.15 - $428.22 $1.78M - $3.42M
51.6K $13.4M
NVDA
Nvidia Corp

Technology
45.8K
+ 12.12%
$106.98 - $149.43 $4.9M - $6.84M
424K $45.9M
AVGO
Broadcom Inc.

Technology
4.26K
+ 4.01%
$167.43 - $244.7 $713K - $1.04M
111K $18.5M
Activity Summary
Buys All Purchases 642 New Holdings 101 Increased Positions 541 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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