Creative One Wealth, LLC Incresed Positions in Q2 2025

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.2K
+ 5.24%
$94.31 - $157.99 $2.09M - $3.51M
446K $70.4M
MSFT
Microsoft Corp

Technology
8.4K
+ 6.84%
$354.56 - $497.45 $2.98M - $4.18M
131K $65.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20.7K
+ 27.84%
$416.06 - $551.64 $8.61M - $11.4M
95K $52.4M
BNDX
Vanguard Total International B

ETFs
342K
+ 53.07%
$48.77 - $49.55 $16.7M - $16.9M
985K $48.8M
VUG
Vanguard Growth ETF

ETFs
6.3K
+ 3.41%
$329.49 - $438.4 $2.08M - $2.76M
191K $83.7M
AVGO
Broadcom Inc.

Technology
5.66K
+ 5.12%
$146.29 - $275.65 $829K - $1.56M
116K $32M
AMZN
Amazon Com Inc

Consumer Cyclical
17.9K
+ 5.78%
$167.32 - $223.3 $3M - $4M
328K $71.9M
AVEM
American Centy ETF Tr Avantis

ETFs
150K
+ 68.74%
$53.08 - $68.54 $7.98M - $10.3M
369K $25.3M
VEA
Vanguard Ftse Developed Market

ETFs
47.7K
+ 3.21%
$45.65 - $57.01 $2.18M - $2.72M
1.53M $87.4M
EFV
Msci Eafe Value ETF

ETFs
153K
+ 35.79%
$52.4 - $64.65 $7.99M - $9.86M
579K $36.7M
META
Meta Platforms, Inc.

Communication Services
2.56K
+ 7.29%
$484.66 - $738.09 $1.24M - $1.89M
37.7K $27.8M
OEF
Ishares S&P 100 ETF

ETFs
27.4K
+ 86.39%
N/A
59.1K $15.7M
PLTR
Palantir Technologies Inc.

Technology
14.9K
+ 17.64%
$74.01 - $144.25 $1.1M - $2.15M
99.3K $13.5M
VTI
Vanguard Total Stock Market Et

ETFs
15.9K
+ 33.46%
$243.75 - $303.93 $3.87M - $4.83M
63.3K $19.2M
IVV
Ishares Core S&P 500 ETF

ETFs
3.94K
+ 6.61%
$498.8 - $620.9 $1.97M - $2.45M
63.5K $39.4M
VGSH
Vanguard

ETFs
98.4K
+ 193.24%
$58.32 - $58.95 $5.74M - $5.8M
149K $8.78M
NFLX
Netflix Inc

Communication Services
1.24K
+ 12.7%
$855.86 - $1339.13 $1.06M - $1.66M
11K $14.7M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
122K
+ 227.82%
$38.29 - $44.77 $4.65M - $5.44M
175K $7.83M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
111K
+ 2288.97%
$42.44 - $50.03 $4.7M - $5.54M
116K $5.78M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
107K
+ 1138.41%
$42.85 - $50.11 $4.57M - $5.34M
116K $5.81M
IVE
Ishares S&P 500 Value ETF

ETFs
22.8K
+ 12.67%
$168.34 - $195.42 $3.83M - $4.45M
203K $39.6M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
107K
+ 532.59%
$41.22 - $48.01 $4.42M - $5.15M
127K $6.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.13K
+ 3.27%
$152.42 - $182.82 $1.39M - $1.67M
288K $52.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.99K
+ 0.62%
$43.53 - $54.46 $217K - $272K
805K $43.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
45.9K
+ 129.97%
$102.02 - $103.5 $4.68M - $4.75M
81.2K $8.35M
TSLA
Tesla, Inc.

Consumer Cyclical
4.8K
+ 9.3%
$221.86 - $362.89 $1.06M - $1.74M
56.4K $17.9M
SECT
Sector 10, Inc.

ETFs
9.92K
+ 1.77%
$45.25 - $58.07 $449K - $576K
570K $33.1M
GOOGL
Alphabet Inc.

Communication Services
6.26K
+ 4.59%
$144.7 - $178.6 $906K - $1.12M
143K $25.2M
MGC
Vanguard Mega Cap ETF

ETFs
10.4K
+ 18.53%
$179.23 - $224.92 $1.86M - $2.34M
66.4K $14.9M
ZECP
Zacks Tr Earnings Constant Por

ETFs
92.7K
+ 25.59%
$27.11 - $31.91 $2.51M - $2.96M
455K $14.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
70K
+ 27.1%
$22.27 - $29.21 $1.56M - $2.04M
328K $9.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 4.13%
$39.89 - $49.46 $818K - $1.01M
517K $25.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.75K
+ 4.83%
$82.32 - $112.47 $473K - $646K
125K $14M
GLD
Spdr Gold Trust

ETFs
8.18K
+ 28.71%
$273.71 - $316.29 $2.24M - $2.59M
36.7K $11.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
49.1K
+ 7.54%
$27.3 - $31.8 $1.34M - $1.56M
699K $22.2M
SLV
I Shares Silver Trust

ETFs
76.8K
+ 188.98%
$27.08 - $33.74 $2.08M - $2.59M
118K $3.86M
CTA
Simplify Exch Traded Fds Simpl

ETFs
96.5K
+ 729.84%
$26.61 - $29.9 $2.57M - $2.89M
110K $2.93M
SPYG
Spdr Portfolio

ETFs
20.8K
+ 64.39%
$71.83 - $95.32 $1.49M - $1.98M
53.1K $5.06M
PG
Procter & Gamble CO

Consumer Defensive
18.7K
+ 39.75%
$157.66 - $172.39 $2.95M - $3.23M
65.8K $10.5M
VB
Vanguard Small Cap ETF

ETFs
4.02K
+ 4.09%
$193.73 - $237.37 $778K - $954K
102K $24.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30.4K
+ 95.36%
$77.94 - $79.5 $2.37M - $2.41M
62.2K $4.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28.4K
+ 74.2%
$82.21 - $83.12 $2.34M - $2.36M
66.7K $5.53M
ACN
Accenture PLC

Technology
7.95K
+ 143.93%
$279.23 - $323.21 $2.22M - $2.57M
13.5K $4.03M
GE
General Electric CO

Industrials
744
+ 2.06%
$166.81 - $257.39 $124K - $191K
36.8K $9.48M
XLY
Select Sector Spdr Consumer Di

ETFs
9.62K
+ 130.93%
$176.34 - $218.59 $1.7M - $2.1M
17K $3.69M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
26.2K
+ 12.34%
$97.29 - $105.63 $2.55M - $2.77M
239K $24.2M
FNDF
Schwab Fundamental Intl Large

ETFs
51.8K
+ 197.11%
$32.25 - $40.02 $1.67M - $2.07M
78K $3.12M
XLG
Invesco Exchange Traded Fd Tr

ETFs
40.5K
+ 918.7%
$40.94 - $52.1 $1.66M - $2.11M
44.9K $2.34M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.08K
+ 25.07%
$66.89 - $111.18 $540K - $898K
40.3K $4.48M
Activity Summary
Buys All Purchases 727 New Holdings 148 Increased Positions 579 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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