Creative One Wealth, LLC Incresed Positions in Q1 2025

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
387K
+ 102.64%
$89.27 - $92.9 $34.6M - $36M
764K $70.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
193K
+ 987.37%
$97.25 - $104.79 $18.8M - $20.2M
212K $22M
AMZN
Amazon Com Inc

Consumer Cyclical
128K
+ 70.2%
$190.26 - $242.06 $24.3M - $30.9M
310K $58.9M
IVE
Ishares S&P 500 Value ETF

ETFs
61.4K
+ 51.9%
$185.78 - $198.58 $11.4M - $12.2M
180K $34.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20K
+ 82.88%
$507.05 - $563.67 $10.1M - $11.3M
44.2K $22.7M
IAU
Ishares Gold Trust

ETFs
113K
+ 75.1%
$49.74 - $58.96 $5.62M - $6.66M
263K $15.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
259K
+ 283.38%
$27.01 - $28.54 $6.99M - $7.38M
350K $9.78M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
167K
+ 2458.64%
$41.61 - $44.72 $6.93M - $7.45M
173K $7.5M
OEF
Ishares S&P 100 ETF

ETFs
26.2K
+ 470.84%
N/A
31.7K $8.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.51K
+ 11.85%
$442.66 - $534.52 $2.44M - $2.94M
52K $27.7M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
129K
+ 1713.08%
$41.51 - $44.56 $5.35M - $5.75M
137K $5.73M
ZECP
Zacks Tr Earnings Constant Por

ETFs
148K
+ 69.09%
$29.24 - $32.07 $4.33M - $4.75M
362K $10.9M
VTV
Vanguard Value ETF

ETFs
14.1K
+ 3.15%
$167.73 - $179.21 $2.36M - $2.52M
462K $79.8M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
99.5K
+ 267.86%
$36.14 - $40.81 $3.6M - $4.06M
137K $5.06M
PLTR
Palantir Technologies Inc.

Technology
37.5K
+ 79.92%
$64.98 - $124.62 $2.44M - $4.67M
84.4K $7.12M
MO
Altria Group, Inc.

Consumer Defensive
36.2K
+ 23.26%
$50.81 - $60.02 $1.84M - $2.17M
192K $11.5M
AVEM
American Centy ETF Tr Avantis

ETFs
52.1K
+ 31.28%
$57.11 - $62.4 $2.97M - $3.25M
219K $13.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17.8K
+ 31.6%
$169.43 - $182.84 $3.01M - $3.25M
74K $12.8M
LLY
Eli Lilly & CO

Healthcare
2.86K
+ 28.85%
$725.72 - $929.72 $2.07M - $2.66M
12.8K $10.5M
GE
General Electric CO

Industrials
9.35K
+ 34.97%
$168.59 - $212.13 $1.58M - $1.98M
36.1K $7.22M
NFLX
Netflix Inc

Communication Services
2.58K
+ 35.89%
$828.4 - $1058.6 $2.13M - $2.73M
9.76K $9.1M
META
Meta Platforms, Inc.

Communication Services
5.09K
+ 16.97%
$576.36 - $736.67 $2.94M - $3.75M
35.1K $20.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
62K
+ 59.75%
$33.84 - $37.77 $2.1M - $2.34M
166K $6.04M
VZ
Verizon Communications Inc

Communication Services
27.2K
+ 13.55%
$37.81 - $46.49 $1.03M - $1.26M
228K $10.3M
LNG
Cheniere Energy, Inc.

Energy
9.18K
+ 378.12%
$209.32 - $253.66 $1.92M - $2.33M
11.6K $2.69M
VTWO
Vanguard Russell 2000 ETF

ETFs
26.1K
+ 487.69%
$80.08 - $92.93 $2.09M - $2.43M
31.5K $2.54M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
11.3K
+ 474.88%
$175.5 - $209.86 $1.99M - $2.38M
13.7K $2.49M
VHT
Vanguard Health Care ETF

ETFs
7.41K
+ 123.34%
$254.06 - $273.83 $1.88M - $2.03M
13.4K $3.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.86K
+ 15.29%
$468.34 - $539.52 $4.62M - $5.32M
74.3K $34.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.4K
+ 8.28%
$168.16 - $186.21 $3.59M - $3.98M
279K $47.7M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
36.6K
+ 53.66%
$46.18 - $47.84 $1.69M - $1.75M
105K $4.99M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17.9K
+ 35.81%
$74.85 - $84.89 $1.34M - $1.52M
67.9K $5.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.4K
+ 115.04%
$522.96 - $601.18 $1.78M - $2.05M
6.36K $3.39M
TROW
Price T Rowe Group Inc

Financial Services
24.1K
+ 97.92%
$91.57 - $116.93 $2.21M - $2.82M
48.7K $4.47M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
54K
+ 769.64%
$31.06 - $33.33 $1.68M - $1.8M
61K $1.92M
JNJ
Johnson & Johnson

Healthcare
6.42K
+ 22.72%
$142.06 - $167.7 $912K - $1.08M
34.7K $5.75M
V
Visa Inc.

Financial Services
2.75K
+ 13.58%
$306.92 - $362.71 $842K - $996K
23K $8.04M
ABBV
Abb Vie Inc.

Healthcare
1.71K
+ 4.23%
$169.2 - $216.66 $290K - $371K
42.2K $8.85M
GLD
Spdr Gold Trust

ETFs
1.22K
+ 4.47%
$243.19 - $288.14 $296K - $351K
28.5K $8.21M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
39.9K
+ 27.77%
$42.86 - $45.92 $1.71M - $1.83M
184K $7.97M
SPG
Simon Property Group Inc

Real Estate
9.72K
+ 96.66%
$159.48 - $187.78 $1.55M - $1.83M
19.8K $3.28M
IBM
International Business Machines Corp

Technology
3.18K
+ 12.37%
$217.4 - $264.74 $691K - $841K
28.9K $7.18M
PM
Philip Morris International Inc.

Consumer Defensive
1.41K
+ 4.17%
$117.15 - $158.79 $165K - $224K
35.3K $5.6M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
85.8K
+ 14.38%
$15.0 - $15.91 $1.29M - $1.37M
683K $10.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
22.3K
+ 107.71%
$69.82 - $78.67 $1.55M - $1.75M
42.9K $3.02M
PG
Procter & Gamble CO

Consumer Defensive
7.91K
+ 20.18%
$158.56 - $176.26 $1.25M - $1.39M
47.1K $8.03M
COST
Costco Wholesale Corp

Consumer Defensive
1.32K
+ 20.08%
$890.62 - $1076.86 $1.18M - $1.42M
7.9K $7.47M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.33K
+ 3.89%
$208.48 - $244.03 $276K - $324K
35.4K $8.63M
NOC
Northrop Grumman Corp

Industrials
2.28K
+ 73.44%
$433.45 - $513.82 $989K - $1.17M
5.39K $2.76M
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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