Creative One Wealth, LLC Incresed Positions in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
207K
+ 25.71%
$54.35 - $59.32 $11.3M - $12.3M
1.01M $59.9M
NVDA
Nvidia Corp

Technology
16.4K
+ 3.67%
$153.3 - $186.58 $2.51M - $3.05M
462K $86.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.1K
+ 15.93%
$546.99 - $602.2 $8.28M - $9.11M
110K $66.1M
OEF
Ishares S&P 100 ETF

ETFs
51.1K
+ 86.52%
N/A
110K $29.3M
AVEM
American Centy ETF Tr Avantis

ETFs
95.5K
+ 25.9%
$68.33 - $75.41 $6.53M - $7.2M
464K $34.9M
SECT
Sector 10, Inc.

ETFs
91.6K
+ 16.06%
$57.95 - $63.16 $5.31M - $5.78M
662K $41.7M
TSLA
Tesla, Inc.

Consumer Cyclical
3.08K
+ 5.46%
$293.94 - $444.72 $904K - $1.37M
59.5K $26.4M
SPYG
Spdr Portfolio

ETFs
72.4K
+ 136.44%
$94.33 - $105.31 $6.83M - $7.63M
126K $13.1M
IAU
Ishares Gold Trust

ETFs
68.6K
+ 26.41%
$61.62 - $72.77 $4.23M - $5M
329K $23.9M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
72.7K
+ 184.93%
$94.11 - $95.78 $6.85M - $6.97M
112K $10.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
157K
+ 22.44%
$31.79 - $33.42 $4.99M - $5.24M
856K $28.6M
VTV
Vanguard Value ETF

ETFs
8.02K
+ 1.73%
$175.51 - $186.57 $1.41M - $1.5M
470K $87.7M
DFIV
Dimensional ETF Tr

ETFs
118K
+ 1631.44%
$42.66 - $46.53 $5.01M - $5.47M
125K $5.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.35K
+ 7.86%
$567.77 - $614.76 $2.47M - $2.67M
59.6K $36.5M
PLTR
Palantir Technologies Inc.

Technology
1.71K
+ 1.72%
$130.68 - $186.97 $223K - $319K
101K $18.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
106K
+ 45.19%
$36.04 - $38.78 $3.84M - $4.13M
342K $13.2M
MSFT
Microsoft Corp

Technology
3.66K
+ 2.79%
$491.09 - $535.64 $1.8M - $1.96M
135K $69.8M
IVE
Ishares S&P 500 Value ETF

ETFs
8.86K
+ 4.37%
$194.44 - $206.51 $1.72M - $1.83M
211K $43.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 1.76%
$620.67 - $670.08 $694K - $749K
64.6K $43.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.06K
+ 16.03%
$275.84 - $326.36 $1.4M - $1.65M
36.6K $12M
META
Meta Platforms, Inc.

Communication Services
4.27K
+ 11.35%
$695.21 - $791.73 $2.97M - $3.38M
41.9K $30.8M
AXON
Axon Enterprise, Inc.

Industrials
4.55K
+ 184.46%
$698.02 - $870.97 $3.17M - $3.96M
7.01K $5.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
51.2K
+ 204.6%
$52.12 - $55.33 $2.67M - $2.84M
76.3K $4.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6K
+ 1.16%
$49.43 - $54.52 $296K - $327K
523K $28.3M
XLK
Technology Sector Spdr

ETFs
7.82K
+ 44.98%
$250.97 - $282.66 $1.96M - $2.21M
25.2K $7.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
64.7K
+ 93.7%
$35.76 - $37.93 $2.31M - $2.45M
134K $5.05M
AVDE
American Centy ETF Tr Avantis

ETFs
30.8K
+ 118.75%
$73.24 - $79.04 $2.26M - $2.44M
56.8K $4.48M
MO
Altria Group, Inc.

Consumer Defensive
14.8K
+ 6.99%
$57.75 - $67.68 $853K - $1M
226K $14.9M
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 3.49%
$184.85 - $231.54 $287K - $359K
46K $10.7M
ORCL
Oracle Corp

Technology
3.44K
+ 15.48%
$218.96 - $328.33 $753K - $1.13M
25.6K $7.21M
VB
Vanguard Small Cap ETF

ETFs
2.13K
+ 2.09%
$237.58 - $259.17 $507K - $553K
104K $26.5M
GLD
Spdr Gold Trust

ETFs
965
+ 2.63%
$300.96 - $355.47 $290K - $343K
37.6K $13.4M
STX
Seagate Technology Holdings PLC

Technology
1.02K
+ 5.56%
$142.01 - $236.06 $145K - $241K
19.4K $4.58M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.14K
+ 12.75%
$105.16 - $140.03 $541K - $720K
45.4K $6.16M
MS
Morgan Stanley

Financial Services
7.64K
+ 30.1%
$139.09 - $161.16 $1.06M - $1.23M
33K $5.25M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.5K
+ 32.56%
$39.8 - $42.86 $1.3M - $1.39M
133K $5.67M
BNDX
Vanguard Total International B

ETFs
32.1K
+ 3.25%
$49.0 - $49.51 $1.57M - $1.59M
1.02M $50.3M
IWL
Ishares Tr Russell 200 ETF

ETFs
8.4K
+ 80.26%
$152.78 - $166.59 $1.28M - $1.4M
18.9K $3.13M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
29.5K
+ 70.1%
$42.26 - $47.16 $1.24M - $1.39M
71.5K $3.31M
GLDM
World Gold Trust

ETFs
7.89K
+ 9.43%
$64.73 - $76.45 $510K - $603K
91.5K $7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
32.2K
+ 47.89%
$43.36 - $44.8 $1.4M - $1.44M
99.6K $4.42M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
18.1K
+ 60.27%
$69.02 - $73.57 $1.25M - $1.33M
48K $3.53M
SLV
I Shares Silver Trust

ETFs
5.83K
+ 4.96%
$32.73 - $42.5 $191K - $248K
123K $5.23M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
24.9K
+ 36.2%
$47.56 - $49.7 $1.18M - $1.24M
93.6K $4.63M
SPG
Simon Property Group Inc

Real Estate
3.64K
+ 15.66%
$159.93 - $187.67 $582K - $682K
26.9K $5.04M
HWM
Howmet Aerospace Inc.

Industrials
6.25K
+ 113.15%
$171.0 - $196.23 $1.07M - $1.23M
11.8K $2.31M
UNH
Unitedhealth Group Inc

Healthcare
2.41K
+ 18.92%
$237.77 - $353.61 $573K - $853K
15.2K $5.23M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
79.4K
+ 10.72%
$14.8 - $15.15 $1.18M - $1.2M
820K $12.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.2K
+ 8.18%
$92.18 - $95.14 $1.03M - $1.07M
148K $14.1M
Activity Summary
Buys All Purchases 598 New Holdings 124 Increased Positions 474 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
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