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
YUM
Yum Brands Inc

Consumer Cyclical
76
+ 0.84%
$123.25 - $162.53 $9.37K - $12.4K
9.18K $1.44M
XLC
Select Sector Spdr Tr Communic

ETFs
2.4K
+ 9.02%
$94.84 - $105.31 $228K - $253K
29K $2.8M
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
10.5K
New
$21.19 - $23.17 $222K - $243K
10.5K $222K
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.92K
+ 8.4%
$44.92 - $48.18 $221K - $237K
63.5K $2.91M
UGI
Ugi Corp

Utilities
6.63K
New
$28.0 - $34.16 $186K - $227K
6.63K $219K
D
Dominion Energy, Inc

Utilities
3.91K
New
$52.85 - $57.43 $206K - $224K
3.91K $218K
PPC
Pilgrims Pride Corp

Consumer Defensive
4K
New
$44.52 - $55.93 $178K - $224K
4K $218K
WSO
Watsco Inc

Industrials
230
+ 7.86%
$463.86 - $530.75 $107K - $122K
3.16K $1.6M
FVD
First Tr Value Line Divid Inde

ETFs
4.62K
+ 42.22%
$42.61 - $45.51 $197K - $210K
15.6K $693K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.8K
New
$55.75 - $77.63 $156K - $217K
2.8K $216K
JPIE
J P Morgan Exchange Traded Fd
4.36K
+ 13.85%
$45.46 - $46.18 $198K - $201K
35.9K $1.65M
NFG
National Fuel Gas CO

Energy
2.73K
New
$60.71 - $79.19 $165K - $216K
2.73K $215K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.63K
+ 40.15%
$38.02 - $39.4 $214K - $222K
19.7K $756K
WDAY
Workday, Inc.

Technology
1.21K
+ 41.88%
$233.53 - $277.82 $283K - $336K
4.1K $957K
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.35K
+ 24.59%
$40.27 - $42.11 $175K - $183K
22K $927K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.46K
+ 11.58%
N/A
23.7K $2.03M
FE
Firstenergy Corp

Utilities
5.23K
New
$37.95 - $43.5 $198K - $227K
5.23K $211K
EDV
Vanguard Extended Duration Tre

ETFs
2.97K
New
$65.05 - $73.43 $193K - $218K
2.97K $210K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.34K
New
$62.72 - $71.92 $209K - $240K
3.34K $210K
RJF
Raymond James Financial Inc

Financial Services
1.5K
New
$137.62 - $172.64 $206K - $259K
1.5K $208K
ADI
Analog Devices Inc

Technology
1.03K
New
$201.56 - $243.82 $207K - $251K
1.03K $207K
UNM
Unum Group

Financial Services
2.54K
New
$71.8 - $83.34 $182K - $212K
2.54K $206K
MGV
Vanguard Mega Cap Value

ETFs
1.47K
+ 34.55%
$123.61 - $133.01 $182K - $195K
5.72K $737K
ARES
Ares Management Corp

Financial Services
1.41K
New
$140.19 - $198.28 $198K - $280K
1.41K $206K
AB
Alliancebernstein Holding L.P.

Financial Services
5.37K
New
$35.0 - $40.73 $188K - $219K
5.37K $205K
EMHC
Spdr Bloomberg Emerging Market
8.32K
+ 67.71%
$23.72 - $24.56 $197K - $204K
20.6K $497K
AYI
Acuity Brands Inc

Industrials
773
New
$257.8 - $337.07 $199K - $261K
773 $203K
MARB
First Tr Exchange Traded Fd Ii

ETFs
9.98K
+ 28.21%
$19.75 - $20.03 $197K - $200K
45.4K $906K
UNP
Union Pacific Corp

Industrials
268
+ 1.59%
$225.21 - $254.42 $60.4K - $68.2K
17.1K $4.04M
UFPT
Ufp Technologies Inc

Healthcare
1.01K
New
$198.85 - $285.04 $200K - $286K
1.01K $202K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.63K
New
$120.07 - $144.17 $196K - $235K
1.63K $202K
DUK
Duke Energy Corp

Utilities
381
+ 3.56%
$105.87 - $121.97 $40.3K - $46.5K
11.1K $1.35M
CAG
Conagra Brands Inc.

Consumer Defensive
8.66K
+ 28.17%
$23.9 - $27.67 $207K - $240K
39.4K $1.05M
DG
Dollar General Corp

Consumer Defensive
1.44K
+ 24.81%
$68.44 - $87.93 $98.6K - $127K
7.24K $636K
RSG
Republic Services, Inc.

Industrials
181
+ 4.94%
$200.09 - $242.16 $36.2K - $43.8K
3.85K $931K
MUB
Ishares National Muni Bond ETF

ETFs
2.17K
+ 5.41%
$104.71 - $107.69 $228K - $234K
42.4K $4.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.28K
+ 6.98%
$25.54 - $28.79 $83.7K - $94.4K
50.2K $1.39M
AIG
American International Group, Inc.

Financial Services
1.39K
+ 33.41%
$70.5 - $86.94 $98K - $121K
5.55K $482K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.09K
+ 26.57%
$49.54 - $52.84 $203K - $216K
19.5K $969K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.57K
+ 28.62%
$41.09 - $43.24 $188K - $198K
20.6K $852K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.02K
+ 61.85%
$78.54 - $84.86 $159K - $172K
5.29K $435K
FINX
Global X Fds Fintech ETF (De)

ETFs
11.3K
+ 29.93%
$27.43 - $33.5 $310K - $379K
49.1K $1.35M
VTI
Vanguard Total Stock Market Et

ETFs
3.05K
+ 6.87%
$271.18 - $303.12 $828K - $925K
47.5K $13M
HSBC
Hsbc Holdings PLC

Financial Services
2.35K
+ 49.1%
$48.68 - $61.58 $114K - $145K
7.13K $409K
CVS
Cvs Health Corp

Healthcare
320
+ 4.96%
$44.22 - $68.64 $14.2K - $22K
6.78K $459K
MSI
Motorola Solutions, Inc.

Technology
448
+ 42.03%
$411.73 - $482.1 $184K - $216K
1.51K $662K
SJM
J M Smucker CO

Consumer Defensive
909
+ 12.38%
$100.41 - $118.41 $91.3K - $108K
8.25K $977K
MILN
Global X Funds Global X Millen

ETFs
4.95K
+ 19.62%
$41.85 - $49.7 $207K - $246K
30.2K $1.3M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
6.83K
+ 18.73%
$20.11 - $21.21 $137K - $145K
43.3K $916K
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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