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
OKE
Oneok Inc

Energy
761
+ 4.2%
$89.57 - $109.85 $68.2K - $83.6K
18.9K $1.87M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
684
+ 10.1%
$58.32 - $65.09 $39.9K - $44.5K
7.46K $448K
NSC
Norfolk Southern Corp

Industrials
209
+ 13.72%
$227.69 - $259.76 $47.6K - $54.3K
1.73K $410K
PLTK
Playtika Holding Corp.

Communication Services
10.1K
New
$4.01 - $7.45 $40.5K - $75.3K
10.1K $52K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.64K
+ 11.32%
$20.83 - $23.69 $34.2K - $38.9K
16.1K $361K
CRM
Salesforce, Inc.

Technology
2.4K
+ 26.69%
$268.36 - $359.95 $644K - $864K
11.4K $3.06M
LYG
Lloyds Banking Group PLC

Financial Services
1.77K
+ 4.63%
$2.58 - $3.9 $4.57K - $6.91K
40.1K $153K
PPL
Ppl Corp

Utilities
302
+ 2.98%
$31.68 - $36.11 $9.57K - $10.9K
10.4K $376K
FITB
Fifth Third Bancorp

Financial Services
1.76K
+ 25.87%
$37.48 - $44.96 $66.1K - $79.3K
8.58K $336K
SMMT
Summit Therapeutics Inc.

Healthcare
974
+ 4.82%
$16.65 - $23.76 $16.2K - $23.1K
21.2K $408K
HYDB
Ishares Tr Edge High Yield Def

ETFs
872
+ 1.62%
$46.82 - $47.8 $40.8K - $41.7K
54.8K $2.58M
ZS
Zscaler, Inc.

Technology
4
+ 0.17%
$181.66 - $216.87 $727 - $867
2.39K $475K
COF
Capital One Financial Corp

Financial Services
217
+ 4.63%
$163.87 - $209.82 $35.6K - $45.5K
4.9K $879K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
352
+ 3.04%
$48.13 - $51.78 $16.9K - $18.2K
11.9K $607K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
504
+ 11.32%
$48.65 - $53.06 $24.5K - $26.7K
4.96K $257K
LVHI
Franklin International Low Vol

ETFs
70
+ 0.34%
$30.53 - $32.85 $2.14K - $2.3K
21K $678K
LHX
L3 Harris Technologies, Inc.

Industrials
211
+ 5.71%
$194.65 - $222.86 $41.1K - $47K
3.91K $817K
AUSF
Global X Fds Adaptive U S Fact

ETFs
62
+ 0.29%
$41.68 - $43.97 $2.58K - $2.73K
21.2K $927K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
548
+ 4.78%
$45.92 - $47.58 $25.2K - $26.1K
12K $570K
MOS
Mosaic CO

Basic Materials
620
+ 7.38%
$23.08 - $28.8 $14.3K - $17.9K
9.02K $243K
GLW
Corning Inc

Technology
1.17K
+ 11.5%
$44.91 - $54.25 $52.6K - $63.5K
11.4K $519K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
11.1K
+ 14.76%
$7.72 - $9.45 $85.8K - $105K
86.5K $692K
HDV
Ishares Core High Dividend ETF

ETFs
113
+ 4.75%
$110.86 - $121.12 $12.5K - $13.7K
2.49K $302K
VRT
Vertiv Holdings CO

Industrials
399
+ 15.25%
N/A
3.02K $261K
JBBB
Janus Detroit Str Tr Henderson

ETFs
763
+ 13.59%
$48.34 - $49.66 $36.9K - $37.9K
6.38K $310K
SLB
Schlumberger Limited

Energy
335
+ 6.3%
$38.4 - $43.74 $12.9K - $14.7K
5.66K $236K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
130
+ 0.57%
$46.86 - $50.66 $6.09K - $6.59K
23K $1.11M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5
+ 0.06%
$42.3 - $53.69 $212 - $268
7.9K $411K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
2.49K
+ 9.39%
$14.31 - $15.69 $35.6K - $39.1K
29K $419K
VEU
Vanguard Ftse All World Ex Us

ETFs
237
+ 4.78%
$56.51 - $62.98 $13.4K - $14.9K
5.19K $314K
VDE
Vanguard Energy ETF

ETFs
6
+ 0.18%
$119.14 - $132.76 $715 - $797
3.4K $440K
QCOM
Qualcomm Inc

Technology
187
+ 1.81%
$151.94 - $175.86 $28.4K - $32.9K
10.5K $1.61M
IWN
Ishares Russell2000 Val ETF

ETFs
1.27K
+ 10.18%
$149.27 - $169.4 $190K - $216K
13.8K $2.08M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.4K
+ 11.03%
$16.57 - $18.85 $205K - $233K
125K $2.07M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
170
+ 2.9%
$63.91 - $70.19 $10.9K - $11.9K
6.02K $405K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
158
+ 2.2%
$45.62 - $51.12 $7.21K - $8.08K
7.34K $373K
JPUS
Jpmorgan Diversified Return Us

ETFs
192
+ 5.58%
$111.89 - $119.08 $21.5K - $22.9K
3.63K $418K
PSR
Invesco Actively

ETFs
203
+ 5.94%
$86.57 - $95.84 $17.6K - $19.5K
3.62K $334K
PDI
Pimco Dynamic Income Fund

Financial Services
258
+ 1.89%
$18.51 - $20.05 $4.78K - $5.17K
13.9K $275K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
624
+ 0.58%
$36.63 - $37.45 $22.9K - $23.4K
108K $3.99M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.29K
+ 9.23%
N/A
15.3K $290K
IYF
Ishares Tr

ETFs
101
+ 1.72%
$107.69 - $119.37 $10.9K - $12.1K
5.96K $672K
VIGL
Vigil Neuroscience, Inc.

Healthcare
13.5K
New
$1.71 - $3.03 $23.1K - $40.9K
13.5K $24K
PH
Parker Hannifin Corp

Industrials
90
+ 8.06%
$591.65 - $707.05 $53.2K - $63.6K
1.21K $733K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
633
+ 14.31%
$52.53 - $58.51 $33.3K - $37K
5.06K $270K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.34K
+ 11.31%
$75.03 - $97.25 $100K - $130K
13.1K $1.03M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
486
+ 6.2%
$47.03 - $47.8 $22.9K - $23.2K
8.32K $391K
FIW
First Trust Water ETF

ETFs
212
+ 7.42%
$99.48 - $106.74 $21.1K - $22.6K
3.07K $309K
KKR
Kkr & Co. Inc.

Financial Services
691
+ 35.91%
$108.17 - $167.07 $74.7K - $115K
2.62K $302K
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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