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
D
Dominion Energy, Inc

Utilities
388
+ 9.94%
$49.66 - $58.0 $19.3K - $22.5K
4.29K $242K
HSBC
Hsbc Holdings PLC

Financial Services
7
+ 0.1%
$46.68 - $61.09 $327 - $428
7.14K $433K
FAAR
First Trust Vii Alternative Ab

ETFs
3.04K
+ 5.86%
$25.68 - $29.03 $78K - $88.2K
54.9K $1.52M
AWK
American Water Works Company, Inc.

Utilities
286
+ 13.88%
$133.82 - $151.96 $38.3K - $43.5K
2.35K $326K
MRNA
Moderna, Inc.

Healthcare
1.04K
+ 11.84%
$23.65 - $28.54 $24.6K - $29.7K
9.82K $270K
DFSV
Dimensional ETF Tr Dimensional

ETFs
47
+ 0.34%
$24.21 - $29.47 $1.14K - $1.39K
13.8K $406K
CL
Colgate Palmolive CO

Consumer Defensive
639
+ 4.37%
$87.57 - $96.0 $56K - $61.3K
15.3K $1.39M
BJUN
Innovator U.S. Equity Buffer E

ETFs
393
+ 4.96%
N/A
8.32K $325K
SHEL
Shell PLC

Energy
563
+ 6.99%
$59.75 - $73.05 $33.6K - $41.1K
8.62K $606K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
22.3K
+ 1501.21%
$87.84 - $1441.89 $1.96M - $32.2M
23.8K $2.14M
AB
Alliancebernstein Holding L.P.

Financial Services
56
+ 1.04%
$33.0 - $41.77 $1.85K - $2.34K
5.43K $221K
CMCSA
Comcast Corp

Communication Services
1.07K
+ 4.73%
$32.84 - $36.72 $35.1K - $39.2K
23.6K $843K
VLY
Valley National Bancorp

Financial Services
869
+ 6.56%
$7.87 - $9.2 $6.84K - $7.99K
14.1K $126K
APD
Air Products & Chemicals, Inc.

Basic Materials
105
+ 6.36%
$248.61 - $294.96 $26.1K - $31K
1.76K $495K
EQIX
Equinix Inc

Real Estate
18
+ 6.95%
$740.07 - $914.43 $13.3K - $16.5K
277 $220K
APLT
Applied Therapeutics Inc.

Healthcare
53.8K
+ 106.72%
$0.3 - $0.6 $16.1K - $32.3K
104K $32K
PDI
Pimco Dynamic Income Fund

Financial Services
1.04K
+ 7.46%
$17.02 - $19.87 $17.7K - $20.6K
14.9K $283K
SONY
Sony Group Corp

Technology
16
+ 0.15%
$21.24 - $26.88 $340 - $430
10.9K $283K
NOK
Nokia Corp

Technology
1.6K
+ 9.53%
$4.65 - $5.43 $7.44K - $8.68K
18.4K $95K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
109
+ 1.35%
$49.18 - $50.17 $5.36K - $5.47K
8.18K $410K
ELV
Elevance Health, Inc.

Healthcare
175
+ 13.18%
$372.27 - $452.69 $65.1K - $79.2K
1.5K $584K
CB
Chubb LTD

Financial Services
56
+ 6.91%
$274.32 - $302.46 $15.4K - $16.9K
867 $251K
WPC
W. P. Carey Inc.

Real Estate
143
+ 4.06%
$56.12 - $64.53 $8.03K - $9.23K
3.67K $228K
NGL
Ngl Energy Partners LP

Energy
2.4K
+ 15.69%
$2.8 - $4.76 $6.72K - $11.4K
17.7K $75K
WCN
Waste Connections, Inc.

Industrials
84
+ 7.43%
$183.26 - $199.95 $15.4K - $16.8K
1.22K $226K
XEL
Xcel Energy Inc

Utilities
375
+ 5.02%
$65.65 - $72.39 $24.6K - $27.1K
7.85K $534K
MLPA
Global X Mlp ETF

ETFs
377
+ 8.13%
$46.47 - $54.16 $17.5K - $20.4K
5.01K $251K
NI
Nisource Inc.

Utilities
58
+ 0.92%
$37.11 - $40.64 $2.15K - $2.36K
6.35K $256K
STZ
Constellation Brands, Inc.

Consumer Defensive
190
+ 14.5%
$160.0 - $195.62 $30.4K - $37.2K
1.5K $244K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40
+ 0.14%
$91.43 - $91.74 $3.66K - $3.67K
29.1K $2.67M
Innovator Etfs Trust
568
+ 1.88%
N/A
30.8K $0
Dimensional ETF Trust
998
+ 6.56%
N/A
16.2K $0
Ishares Bitcoin Trust ETF
9.18K
+ 34.67%
N/A
35.7K $0
Dimensional ETF Trust
1.33K
+ 8.82%
N/A
16.4K $0
Bitwise Bitcoin ETF Tr
2.11K
+ 6.07%
N/A
37K $0
First Tr Exchng Traded Fd Vi
36.2K
+ 236.43%
N/A
51.4K $0
PSEP
Innovator U.S. Equity Power Bu
2.63K
+ 5.05%
N/A
54.6K $0
Fidelity Covington Trust
289
+ 2.53%
N/A
11.7K $0
Linde PLC
69
+ 12.55%
N/A
619 $0
First Tr Exchng Traded Fd Vi
5.46K
+ 12.15%
N/A
50.4K $0
American Healthcare Reit Inc
2.26K
+ 18.39%
N/A
14.5K $0
Dimensional ETF Trust
2.86K
+ 7.27%
N/A
42.2K $0
Lam Research Corp
5.53K
+ 41.25%
N/A
18.9K $0
DNP
Dnp Select Income Fund Inc

Financial Services
291
+ 1.04%
$8.89 - $9.88 $2.59K - $2.88K
28.2K $276K
STRV
Ea Ser Tr Strive 500 ETF
10.3K
+ 66.69%
N/A
25.7K $0
Elevation Series Trust
11.7K
+ 5.38%
N/A
230K $0
Dimensional ETF Trust
556
+ 1.71%
N/A
33K $0
HYGW
Ishares Tr High Yield Corporat
5.84K
+ 11.93%
N/A
54.8K $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
240
+ 2.44%
N/A
10.1K $0
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email