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
Global X Fds
243
+ 2.16%
N/A
11.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.35K
+ 10.6%
N/A
14.1K $0
Neos ETF Trust
1.69M
+ 113.87%
N/A
3.17M $0
Niocorp Devs LTD
12.9K
+ 75.99%
N/A
30K $0
Linde PLC
42
+ 8.27%
N/A
550 $0
Franklin Templeton ETF Tr
77.6K
+ 28.07%
N/A
354K $0
Ge Healthcare Technologies I
175
+ 6.32%
N/A
2.94K $0
Simplify Exchange Traded Fun
1.08K
+ 3.75%
N/A
29.8K $0
Ge Vernova Inc
69
+ 2.62%
N/A
2.7K $0
J P Morgan Exchange Traded F
46.8K
+ 27.54%
N/A
217K $0
THY
Toews Agility Shares Dynamic T

Technology
645
+ 2.9%
$21.94 - $22.63 $14.2K - $14.6K
22.9K $502K
Sila Realty Trust Inc
193
+ 1.12%
N/A
17.4K $0
AMP
Ameriprise Financial Inc

Financial Services
80
+ 9.63%
$472.29 - $575.13 $37.8K - $46K
911 $441K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.09K
+ 7.86%
$114.9 - $139.6 $355K - $431K
42.4K $4.98M
IYJ
Ishares Tr

ETFs
75
+ 2.23%
$127.48 - $142.0 $9.56K - $10.7K
3.44K $448K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
126
+ 2.66%
$86.24 - $97.98 $10.9K - $12.3K
4.86K $423K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
80
+ 4.28%
$113.13 - $127.79 $9.05K - $10.2K
1.95K $220K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 7.43%
$89.18 - $104.04 $158K - $184K
25.6K $2.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
329
+ 0.89%
$49.25 - $50.66 $16.2K - $16.7K
37.4K $1.86M
PMAR
Innovator U.S. Equity Power Bu

ETFs
118
+ 0.36%
$39.51 - $41.0 $4.66K - $4.84K
33K $1.32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
130
+ 4.35%
$302.31 - $337.54 $39.3K - $43.9K
3.12K $956K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
592
+ 4.79%
$0.6 - $1.22 $355 - $722
13K $7K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
264
+ 2.74%
$50.25 - $55.9 $13.3K - $14.8K
9.89K $508K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
138
+ 1.5%
$21.23 - $23.75 $2.93K - $3.28K
9.34K $201K
ISCG
Ishares Morningstar Small Cap

ETFs
1.05K
+ 8.26%
$44.44 - $52.05 $46.7K - $54.7K
13.8K $620K
TGT
Target Corp

Consumer Defensive
1.52K
+ 27.91%
$103.65 - $142.5 $157K - $216K
6.96K $726K
EMN
Eastman Chemical CO

Basic Materials
28
+ 0.79%
$87.05 - $103.47 $2.44K - $2.9K
3.58K $315K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.11K
+ 10.3%
$92.71 - $107.38 $102K - $119K
11.8K $1.1M
ROK
Rockwell Automation, Inc

Industrials
77
+ 7.1%
$255.29 - $303.75 $19.7K - $23.4K
1.16K $299K
HTGC
Hercules Capital, Inc.

Financial Services
2
+ 0.01%
$18.01 - $22.0 $36 - $44
14K $268K
FN
Fabrinet

Technology
54
+ 4.94%
$183.66 - $267.24 $9.92K - $14.4K
1.15K $226K
WMT
Walmart Inc.

Consumer Defensive
2.35K
+ 2.72%
$84.5 - $105.05 $198K - $247K
88.7K $7.79M
VTWG
Vanguard Russell 2000 Growth E

ETFs
41
+ 3.89%
$185.73 - $221.19 $7.61K - $9.07K
1.1K $204K
LAMR
Lamar Advertising CO

Real Estate
20
+ 0.8%
$110.65 - $132.9 $2.21K - $2.66K
2.52K $286K
DBX
Dropbox, Inc.

Technology
840
+ 6.84%
$24.55 - $33.27 $20.6K - $27.9K
13.1K $350K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
81
+ 2.28%
$95.35 - $107.82 $7.72K - $8.73K
3.64K $348K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
46
+ 0.24%
$41.35 - $44.46 $1.9K - $2.05K
19.1K $807K
MLN
Vaneck Long Muni ETF

ETFs
612
+ 1.01%
$17.22 - $18.0 $10.5K - $11K
61K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
545
+ 3.8%
$23.16 - $27.04 $12.6K - $14.7K
14.9K $348K
EMR
Emerson Electric CO

Industrials
217
+ 6.63%
$108.64 - $131.17 $23.6K - $28.5K
3.49K $382K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
567
+ 3.09%
$5.29 - $10.87 $3K - $6.16K
18.9K $100K
QTEC
First Trust Nasdaq 100 Technol

ETFs
79
+ 2.81%
$173.56 - $210.67 $13.7K - $16.6K
2.89K $501K
OC
Owens Corning

Industrials
103
+ 6.66%
$137.83 - $191.19 $14.2K - $19.7K
1.65K $235K
PNC
Pnc Financial Services Group, Inc.

Financial Services
125
+ 3.94%
$168.84 - $202.89 $21.1K - $25.4K
3.29K $578K
ROST
Ross Stores, Inc.

Consumer Cyclical
70
+ 3.76%
$123.3 - $154.95 $8.63K - $10.8K
1.93K $246K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.63K
+ 2.29%
$49.36 - $53.08 $130K - $139K
117K $5.85M
BLDR
Builders First Source, Inc.

Industrials
193
+ 5.39%
$122.8 - $173.51 $23.7K - $33.5K
3.78K $471K
ONON
On Holding Ag

Consumer Cyclical
2.4K
+ 17.7%
$43.92 - $63.62 $106K - $153K
16K $701K
ACM
Aecom

Industrials
6
+ 0.18%
$92.54 - $111.05 $555 - $666
3.43K $318K
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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