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
ASML
Asml Holding Nv

Technology
1.15K
+ 75.54%
$662.63 - $776.99 $759K - $890K
2.66K $1.76M
DE
Deere & CO

Industrials
476
+ 4.48%
$408.57 - $509.27 $194K - $242K
11.1K $5.21M
VICI
Vici Properties Inc.

Real Estate
12.6K
+ 14.47%
$28.21 - $32.68 $356K - $412K
99.8K $3.26M
MS
Morgan Stanley

Financial Services
7.45K
+ 41.33%
$111.68 - $141.08 $832K - $1.05M
25.5K $2.97M
DHI
Horton D R Inc

Consumer Cyclical
5.95K
+ 128.72%
$125.29 - $147.65 $745K - $878K
10.6K $1.34M
VRIG
Invesco Actively Managed ETF F

ETFs
27.6K
New
$25.06 - $25.19 $691K - $695K
27.6K $691K
PANW
Palo Alto Networks Inc

Technology
5.3K
+ 26.93%
$167.82 - $208.28 $889K - $1.1M
25K $4.26M
DFAX
Dimensional ETF Tr
23.7K
+ 68.98%
$24.45 - $27.2 $580K - $645K
58.1K $1.52M
FTLS
First Tr Long/Short Equity ETF

ETFs
11.7K
+ 24.23%
$63.42 - $68.17 $741K - $797K
59.9K $3.84M
AVIG
American Centy ETF Tr Avantis

ETFs
14.8K
+ 58.46%
$40.06 - $41.55 $593K - $615K
40.1K $1.66M
AVT
Avnet Inc

Technology
14.1K
+ 121.61%
$46.61 - $54.65 $656K - $769K
25.7K $1.23M
IEMG
Ishares Inc

ETFs
11.5K
+ 29.71%
N/A
50.4K $2.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12.4K
+ 10.12%
$40.79 - $42.32 $506K - $525K
135K $5.68M
MPWR
Monolithic Power Systems Inc

Technology
1.09K
+ 49.77%
$565.7 - $720.25 $615K - $783K
3.27K $1.9M
TPYP
Managed Portfolio Ser Tortoise

ETFs
16.6K
New
$34.32 - $37.26 $568K - $617K
16.6K $602K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.27K
+ 3.87%
$63.77 - $71.36 $209K - $233K
87.8K $6.05M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.74K
+ 15.5%
$100.59 - $103.47 $477K - $490K
35.3K $3.65M
HSY
Hershey CO

Consumer Defensive
3.29K
+ 50.65%
$144.74 - $186.36 $477K - $614K
9.79K $1.68M
GOOG
Alphabet Inc.

Communication Services
8.53K
+ 37.92%
$156.06 - $207.71 $1.33M - $1.77M
31K $4.85M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
8.95K
New
$60.05 - $72.21 $538K - $646K
8.95K $561K
MCHP
Microchip Technology Inc

Technology
16.7K
+ 58.01%
$48.41 - $64.3 $810K - $1.08M
45.6K $2.21M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.2K
New
$48.31 - $49.23 $541K - $552K
11.2K $550K
TXN
Texas Instruments Inc

Technology
2.7K
+ 32.15%
N/A
11.1K $2.16M
MCD
Mcdonalds Corp

Consumer Cyclical
962
+ 9.67%
$279.74 - $321.29 $269K - $309K
10.9K $3.41M
OKTA
Okta, Inc.

Technology
4.88K
New
$78.83 - $116.72 $385K - $570K
4.88K $513K
INCY
Incyte Corp

Healthcare
9.69K
+ 109.84%
$60.0 - $75.26 $581K - $729K
18.5K $1.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.64K
+ 160.96%
$51.52 - $52.37 $497K - $505K
15.6K $818K
COP
Conocophillips

Energy
3.54K
+ 15.44%
$88.6 - $105.85 $314K - $375K
26.5K $2.78M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.96K
+ 10.37%
$50.29 - $50.5 $501K - $503K
106K $5.33M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10.5K
New
$47.25 - $67.02 $498K - $707K
10.5K $501K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.1K
+ 10.39%
$37.07 - $40.63 $376K - $412K
108K $4.24M
SBUX
Starbucks Corp

Consumer Cyclical
4.34K
+ 42.76%
$91.75 - $115.81 $398K - $503K
14.5K $1.42M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.24K
New
$67.24 - $84.27 $487K - $610K
7.24K $493K
NNI
Nelnet Inc

Financial Services
4.44K
New
$102.92 - $122.39 $457K - $544K
4.44K $492K
FANG
Diamondback Energy, Inc.

Energy
3.31K
+ 33.86%
$139.9 - $180.18 $463K - $596K
13.1K $2.09M
XLP
Consumer Staples Sector Spdr

ETFs
6.4K
+ 16.14%
N/A
46K $3.5M
AN
Autonation, Inc.

Consumer Cyclical
3.21K
+ 71.85%
$156.67 - $195.15 $504K - $627K
7.69K $1.24M
VGSH
Vanguard

ETFs
7.84K
+ 18.19%
$58.07 - $58.69 $455K - $460K
50.9K $2.99M
ZM
Zoom Video Communications, Inc.

Technology
7.6K
+ 75.85%
$72.23 - $88.64 $549K - $673K
17.6K $1.3M
FTNT
Fortinet, Inc.

Technology
4.71K
+ 32.37%
$92.49 - $114.57 $436K - $540K
19.3K $1.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.39K
+ 134.87%
$49.78 - $53.19 $467K - $499K
16.3K $834K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.14K
+ 3.33%
$25.69 - $26.89 $209K - $219K
252K $6.79M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.22K
New
$65.27 - $71.18 $471K - $514K
7.22K $478K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
13.9K
+ 16.31%
$49.85 - $56.22 $692K - $780K
99K $5.02M
VPN
Global X Fds Data Ctr Reits &

ETFs
29.8K
+ 40.21%
N/A
104K $1.66M
HYMU
Blackrock ETF Tr Ii High Yield
20.2K
New
$22.43 - $23.19 $453K - $469K
20.2K $464K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.07K
+ 84.21%
$50.39 - $50.66 $457K - $459K
19.8K $1M
PODD
Insulet Corp

Healthcare
1.7K
+ 44.25%
$237.06 - $288.29 $402K - $489K
5.53K $1.45M
WM
Waste Management Inc

Industrials
1.53K
+ 47.4%
$200.54 - $233.78 $307K - $357K
4.76K $1.1M
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email