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
STX
Seagate Technology Holdings PLC

Technology
5.44K
+ 46.84%
$84.92 - $108.42 $462K - $590K
17.1K $1.45M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.57K
+ 30.06%
$42.4 - $44.11 $406K - $422K
41.4K $1.82M
APH
Amphenol Corp

Technology
7.16K
+ 104.16%
$61.62 - $78.55 $441K - $563K
14K $921K
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.27K
+ 94.95%
$103.02 - $140.69 $543K - $741K
10.8K $1.14M
SRLN
Ssga Active Trust

ETFs
12.6K
+ 10.17%
$41.02 - $41.99 $516K - $528K
136K $5.61M
CAH
Cardinal Health Inc

Healthcare
2.61K
+ 64.62%
$118.02 - $137.77 $308K - $359K
6.64K $915K
JBL
Jabil Inc

Technology
3.49K
+ 69.7%
$130.51 - $173.33 $455K - $605K
8.5K $1.16M
IXC
Ishares Tr Global Energy ETF

ETFs
9.24K
+ 110.68%
$38.48 - $42.16 $355K - $389K
17.6K $739K
DASH
Door Dash, Inc.

Communication Services
2.31K
New
$168.37 - $213.38 $388K - $492K
2.31K $421K
ABT
Abbott Laboratories

Healthcare
1.16K
+ 8.5%
$111.1 - $140.22 $128K - $162K
14.8K $1.96M
FLEX
Flex Ltd.

Technology
15.7K
+ 78.82%
$32.92 - $44.46 $517K - $699K
35.7K $1.18M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
4.46K
New
$92.03 - $93.95 $410K - $419K
4.46K $411K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
6.51K
+ 10.91%
$47.59 - $50.79 $310K - $331K
66.2K $3.31M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.78K
New
$58.81 - $68.2 $399K - $462K
6.78K $404K
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.03K
+ 3.98%
$50.44 - $50.7 $354K - $356K
184K $9.31M
FTGC
First Trust Global Tactical CO

ETFs
14.4K
+ 71.37%
$23.95 - $25.86 $344K - $372K
34.5K $880K
LCID
Lucid Group, Inc.

Consumer Cyclical
164K
New
$2.03 - $3.48 $333K - $572K
164K $397K
AAPL
Apple Inc.

Technology
39.6K
+ 13.33%
$209.68 - $247.1 $8.3M - $9.78M
336K $74.7M
SKX
Skechers Usa Inc

Consumer Cyclical
8.8K
+ 85.42%
$54.98 - $78.24 $484K - $689K
19.1K $1.09M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
9.78K
+ 18.71%
$43.63 - $46.01 $427K - $450K
62K $2.74M
IXUS
Ishares Tr

ETFs
3.12K
+ 6.9%
$65.06 - $72.31 $203K - $225K
48.3K $3.37M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.84K
+ 5.71%
$95.85 - $99.25 $272K - $282K
52.5K $5.2M
AVUS
American Centy ETF Tr Avantis

ETFs
5.66K
+ 18.19%
$90.7 - $101.57 $514K - $575K
36.8K $3.4M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
13.4K
+ 22.88%
$25.06 - $25.98 $335K - $348K
71.9K $1.86M
JLL
Jones Lang Lasalle Inc

Real Estate
1.52K
New
$238.0 - $284.76 $362K - $433K
1.52K $376K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.7K
+ 56.6%
$33.63 - $37.64 $293K - $328K
24.1K $890K
PEP
Pepsico Inc

Consumer Defensive
3.12K
+ 6.86%
$142.64 - $156.42 $446K - $489K
48.7K $7.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.2K
New
$157.11 - $206.52 $345K - $453K
2.2K $368K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
16.6K
+ 88.71%
$20.2 - $22.24 $335K - $369K
35.3K $758K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.63K
+ 26.49%
$94.87 - $96.11 $345K - $349K
17.4K $1.67M
SCHO
Schwab Short Term Us Treasury

ETFs
11.9K
+ 4.62%
$24.1 - $24.34 $286K - $288K
268K $6.53M
EPD
Enterprise Products Partners L.P.

Energy
7.28K
+ 18.29%
$31.75 - $34.14 $231K - $249K
47.1K $1.61M
TFLO
Ishares Treasury Floating Rate

ETFs
6.75K
+ 9.12%
$50.48 - $50.68 $341K - $342K
80.8K $4.09M
SLV
I Shares Silver Trust

ETFs
6.13K
+ 17.76%
$26.93 - $31.32 $165K - $192K
40.7K $1.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.01K
+ 13.21%
$57.44 - $59.4 $288K - $298K
42.9K $2.55M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.02K
+ 12.96%
$58.01 - $64.46 $233K - $259K
35K $2.17M
XLV
Select Sector Spdr Fund Health

ETFs
1.31K
+ 7.05%
$137.61 - $149.68 $180K - $196K
19.8K $2.9M
NBIX
Neurocrine Biosciences Inc

Healthcare
4.36K
+ 83.48%
$107.22 - $153.29 $468K - $668K
9.59K $1.06M
PGR
Progressive Corp

Financial Services
950
+ 56.15%
$235.61 - $291.22 $224K - $277K
2.64K $747K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7K
+ 10.44%
$38.99 - $40.37 $273K - $282K
74K $2.98M
ED
Consolidated Edison Inc

Utilities
2.11K
+ 42.63%
$88.0 - $110.59 $185K - $233K
7.05K $779K
AMCR
Amcor PLC

Consumer Cyclical
30.5K
+ 22.09%
$9.33 - $10.39 $285K - $317K
169K $1.64M
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.75K
+ 3.09%
$24.05 - $24.86 $186K - $193K
258K $6.42M
MRK
Merck & Co., Inc.

Healthcare
7.12K
+ 22.71%
$83.01 - $101.02 $591K - $719K
38.5K $3.45M
HOOD
Robinhood Markets, Inc.

Technology
7.93K
New
$35.63 - $65.28 $283K - $518K
7.93K $330K
MBSD
Flexshares Tr Disciplined Dura

ETFs
10K
+ 3.44%
$20.03 - $20.68 $201K - $207K
302K $6.23M
PHYS
Sprott Physical Gold Trust

Financial Services
2.41K
+ 3.58%
$20.25 - $24.06 $48.8K - $57.9K
69.7K $1.68M
NEE
Nextera Energy Inc

Utilities
4.84K
+ 16.2%
$66.96 - $76.16 $324K - $369K
34.7K $2.46M
CTRA
Coterra Energy Inc.

Energy
7.19K
+ 21.84%
$25.51 - $29.83 $183K - $214K
40.1K $1.16M
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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