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
SPGI
S&P Global Inc.

Financial Services
295
+ 19.99%
$478.26 - $543.77 $141K - $160K
1.77K $899K
CHK
Chesapeake Energy Corp

Energy
1.84K
New
N/A
1.84K $158K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.48K
+ 5.48%
$100.32 - $100.76 $148K - $149K
28.5K $2.86M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.12K
+ 62.89%
$49.75 - $50.27 $155K - $157K
8.07K $403K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
14.4K
+ 19.06%
$14.21 - $15.67 $205K - $226K
90K $1.28M
SNPS
Synopsys Inc

Technology
707
+ 26.37%
$428.58 - $551.54 $303K - $390K
3.39K $1.45M
SPMD
Spdr Portfolio

ETFs
5.01K
+ 16.66%
$50.21 - $57.73 $252K - $289K
35.1K $1.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.98K
+ 10.16%
$51.26 - $52.53 $153K - $156K
32.3K $1.66M
FAAR
First Trust Vii Alternative Ab

ETFs
3.6K
+ 7.46%
$27.81 - $28.97 $100K - $104K
51.9K $1.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
225
+ 2.01%
$34.58 - $45.97 $7.78K - $10.3K
11.4K $525K
FNB
Fnb Corp

Financial Services
10.7K
New
$13.08 - $15.95 $140K - $170K
10.7K $143K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.6K
+ 4.67%
$83.18 - $89.27 $216K - $232K
58.2K $4.87M
TDIV
First Trust Nasdaq Technology

ETFs
2.33K
+ 34.35%
$73.39 - $83.95 $171K - $196K
9.12K $671K
RF
Regions Financial Corp

Financial Services
8.96K
+ 27.9%
$20.84 - $24.77 $187K - $222K
41.1K $892K
MINO
Pimco ETF Tr Municipal Income

ETFs
3.08K
+ 14.8%
$44.44 - $45.83 $137K - $141K
23.9K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
739
+ 22.05%
$92.12 - $108.98 $68.1K - $80.5K
4.09K $445K
C
Citigroup Inc

Financial Services
1.69K
+ 10.62%
$67.23 - $84.63 $113K - $143K
17.6K $1.25M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
436
+ 0.78%
$47.08 - $50.67 $20.5K - $22.1K
56.5K $2.84M
SIVR
Abrdn Silver ETF Trust

ETFs
2.43K
+ 23.47%
$28.07 - $32.82 $68.1K - $79.6K
12.8K $414K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.09K
+ 28.1%
$158.1 - $217.71 $330K - $455K
9.52K $1.5M
WU
Western Union CO

Financial Services
12K
New
$10.24 - $11.62 $123K - $140K
12K $127K
BP
Bp PLC

Energy
2.7K
+ 38.41%
$29.93 - $35.31 $80.9K - $95.4K
9.74K $329K
HRL
Hormel Foods Corp

Consumer Defensive
4.54K
+ 10.09%
$28.29 - $31.52 $128K - $143K
49.5K $1.53M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.1K
+ 4.46%
$16.18 - $17.82 $98.7K - $109K
143K $2.4M
EEM
Ishares Msci Emerging Markets

ETFs
1.75K
+ 7.76%
$40.81 - $45.34 $71.5K - $79.4K
24.3K $1.06M
BEN
Franklin Resources Inc

Financial Services
8.04K
+ 21.85%
$18.92 - $22.24 $152K - $179K
44.8K $863K
ELV
Elevance Health, Inc.

Healthcare
79
+ 6.33%
$365.9 - $436.25 $28.9K - $34.5K
1.33K $577K
PFN
Pimco Income Strategy Fund Ii

Financial Services
15.2K
New
$7.41 - $7.64 $112K - $116K
15.2K $114K
ARCC
Ares Capital Corp

Financial Services
3.23K
+ 2.09%
$21.28 - $23.81 $68.6K - $76.8K
158K $3.5M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
4.73K
+ 15.01%
$18.46 - $19.19 $87.4K - $90.8K
36.3K $696K
TFC
Truist Financial Corp

Financial Services
3.14K
+ 42.22%
$39.48 - $48.15 $124K - $151K
10.6K $434K
NTRS
Northern Trust Corp

Financial Services
1.21K
+ 49.13%
$96.09 - $113.81 $117K - $138K
3.68K $363K
LQD
Ishares Iboxx $ Investment Gra

ETFs
582
+ 2.34%
$105.1 - $109.61 $61.2K - $63.8K
25.5K $2.77M
CASY
Caseys General Stores Inc

Consumer Cyclical
140
+ 11.09%
$378.71 - $442.54 $53K - $62K
1.4K $608K
ISRG
Intuitive Surgical Inc

Healthcare
486
+ 9.75%
$476.63 - $610.45 $232K - $297K
5.47K $2.71M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.4K
+ 37.01%
$64.47 - $70.13 $90.3K - $98.2K
5.18K $351K
LX
Lexin Fintech Holdings Ltd.

Financial Services
10.6K
New
$5.65 - $11.43 $59.6K - $121K
10.6K $106K
NRG
Nrg Energy, Inc.

Utilities
910
+ 26.52%
$84.82 - $113.33 $77.2K - $103K
4.34K $414K
AMT
American Tower Corp

Real Estate
75
+ 2.88%
$173.46 - $217.6 $13K - $16.3K
2.68K $582K
FHN
First Horizon Corp

Financial Services
5.81K
+ 50.76%
$17.7 - $22.43 $103K - $130K
17.3K $335K
URA
Global X Uranium ETF

ETFs
6.84K
+ 49.49%
$22.92 - $30.98 $157K - $212K
20.7K $473K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.37K
+ 13.25%
$67.03 - $74.61 $159K - $177K
20.2K $1.38M
CLF
Cleveland Cliffs Inc.

Basic Materials
12.1K
New
$8.22 - $12.02 $99.4K - $145K
12.1K $99K
FNF
Fidelity National Financial, Inc.

Financial Services
61
+ 0.58%
$54.25 - $65.27 $3.31K - $3.98K
10.6K $690K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
102
+ 2.89%
$88.0 - $115.5 $8.98K - $11.8K
3.64K $414K
DNP
Dnp Select Income Fund Inc

Financial Services
7.71K
+ 38.15%
$8.93 - $9.92 $68.8K - $76.5K
27.9K $276K
WFC
Wells Fargo & Company

Financial Services
1.06K
+ 7.62%
$66.78 - $81.42 $70.7K - $86.2K
15K $1.07M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.17K
+ 18.24%
$34.83 - $37.52 $75.6K - $81.5K
14.1K $510K
TPL
Texas Pacific Land Corp

Energy
36
+ 16.07%
$1180.08 - $1431.01 $42.5K - $51.5K
260 $344K
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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