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
IEFA
Ishares Tr

ETFs
163
+ 1.04%
$69.57 - $78.65 $11.3K - $12.8K
15.8K $1.2M
PLD
Prologis, Inc.

Real Estate
518
+ 8.53%
$103.59 - $124.04 $53.7K - $64.3K
6.59K $736K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
801
+ 2.14%
$81.83 - $82.73 $65.5K - $66.3K
38.3K $3.17M
BR
Broadridge Financial Solutions, Inc.

Technology
251
+ 12.82%
$221.46 - $244.83 $55.6K - $61.5K
2.21K $535K
SNA
Snap On Inc

Industrials
291
+ 9.47%
$324.09 - $358.62 $94.3K - $104K
3.36K $1.13M
BDX
Becton Dickinson & CO

Healthcare
362
+ 13.76%
$222.79 - $249.08 $80.6K - $90.2K
2.99K $685K
ETN
Eaton Corp PLC

Industrials
806
+ 36.96%
$271.83 - $371.23 $219K - $299K
2.99K $811K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.46K
+ 23.18%
$18.36 - $20.51 $63.4K - $70.9K
18.4K $363K
IR
Ingersoll Rand Inc.

Industrials
1.64K
+ 39.1%
$79.44 - $94.23 $130K - $154K
5.82K $466K
ETSY
Etsy Inc

Consumer Cyclical
2.33K
+ 55.43%
$44.4 - $57.29 $103K - $133K
6.53K $308K
NGD
New Gold Inc.

Basic Materials
23K
New
$2.54 - $3.71 $58.3K - $85.1K
23K $85K
BX
Blackstone Inc.

Financial Services
4.8K
+ 26.71%
$136.53 - $186.74 $655K - $896K
22.8K $3.18M
MET
Metlife Inc

Financial Services
1.21K
+ 12.79%
$77.7 - $87.0 $93.9K - $105K
10.7K $856K
MU
Micron Technology Inc

Technology
459
+ 2.98%
$86.89 - $109.38 $39.9K - $50.2K
15.8K $1.38M
XEL
Xcel Energy Inc

Utilities
829
+ 12.48%
$63.37 - $72.1 $52.5K - $59.8K
7.47K $529K
SEIC
Sei Investments CO

Financial Services
1.22K
+ 41.73%
$72.08 - $86.58 $88.1K - $106K
4.15K $322K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
776
+ 27.94%
$100.34 - $100.68 $77.9K - $78.1K
3.55K $357K
PSX
Phillips 66

Energy
328
+ 8.21%
$113.93 - $131.55 $37.4K - $43.1K
4.33K $534K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.66K
+ 6.32%
$30.35 - $33.16 $50.2K - $54.9K
27.8K $889K
AME
Ametek Inc

Industrials
544
+ 24.75%
$170.39 - $190.43 $92.7K - $104K
2.74K $472K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.25K
+ 10.66%
$26.71 - $31.58 $33.5K - $39.6K
13K $394K
SCHW
Schwab Charles Corp

Financial Services
673
+ 12.11%
$71.24 - $83.64 $47.9K - $56.3K
6.23K $487K
FTSL
First Trust Senior Ln Fund

ETFs
1.71K
+ 30.55%
$45.65 - $46.48 $78K - $79.4K
7.3K $333K
VONV
Vanguard Russell 1000 Value Et

ETFs
771
+ 10.64%
$80.21 - $86.14 $61.8K - $66.4K
8.02K $661K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
529
+ 66.37%
$283.06 - $421.16 $150K - $223K
1.33K $375K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.13K
+ 5.23%
$30.73 - $32.26 $127K - $133K
83K $2.55M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.85K
+ 7.36%
$50.93 - $57.24 $94.3K - $106K
27K $1.43M
CAT
Caterpillar Inc

Industrials
1.02K
+ 12.51%
$326.75 - $407.63 $334K - $417K
9.19K $3.03M
ITA
Ishares Tr

ETFs
286
+ 9.19%
$144.84 - $159.5 $41.4K - $45.6K
3.4K $520K
CROX
Crocs, Inc.

Consumer Cyclical
701
+ 24.7%
$88.83 - $112.59 $62.3K - $78.9K
3.54K $375K
AEE
Ameren Corp

Utilities
29
+ 0.53%
$86.87 - $103.67 $2.52K - $3.01K
5.55K $557K
NET
Cloudflare, Inc.

Technology
255
+ 3.65%
$110.71 - $176.5 $28.2K - $45K
7.24K $815K
VV
Vanguard Large Cap ETF

ETFs
311
+ 24.62%
$253.32 - $282.66 $78.8K - $87.9K
1.57K $404K
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.55K
+ 21.8%
$46.03 - $49.45 $71.1K - $76.4K
8.63K $402K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.93K
+ 11.89%
$59.79 - $67.15 $115K - $129K
18.1K $1.1M
CMI
Cummins Inc

Industrials
302
+ 31.26%
$312.92 - $386.07 $94.5K - $117K
1.27K $397K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4
+ 0.02%
$40.34 - $45.45 $161 - $182
17.2K $761K
JCI
Johnson Controls International PLC

Industrials
653
+ 8.99%
$76.12 - $90.6 $49.7K - $59.2K
7.92K $634K
VIG
Vanguard Dividend Appreciation

ETFs
330
+ 0.35%
N/A
94.9K $17.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
442
+ 7.44%
$196.12 - $229.48 $86.7K - $101K
6.38K $1.29M
HTCR
Heart Core Enterprises, Inc.

Technology
142K
+ 330.64%
$0.75 - $2.65 $106K - $376K
185K $138K
IEV
Ishares Tr Europe ETF

ETFs
348
+ 5.4%
$51.89 - $60.68 $18.1K - $21.1K
6.79K $395K
ETR
Entergy Corp

Utilities
182
+ 4.04%
$75.26 - $87.89 $13.7K - $16K
4.69K $401K
FDL
First Tr Morningstar Dividend

ETFs
34
+ 0.19%
$39.69 - $43.83 $1.35K - $1.49K
17.8K $773K
PEG
Public Service Enterprise Group Inc

Utilities
823
+ 17.54%
$78.2 - $90.39 $64.4K - $74.4K
5.52K $453K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.97K
+ 10.37%
$25.35 - $27.46 $50K - $54.2K
21K $555K
QAI
Iq Hedge Multi Strategy Compos

ETFs
1.85K
+ 10.56%
$31.16 - $32.27 $57.6K - $59.7K
19.4K $606K
NVS
Novartis Ag

Healthcare
197
+ 8.64%
$97.14 - $115.57 $19.1K - $22.8K
2.48K $276K
BDCZ
Ubs Ag

ETFs
2.94K
+ 11.15%
$18.66 - $20.42 $54.8K - $60K
29.3K $564K
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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