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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
121
+ 9.13%
$225.56 - $335.19 $27.3K - $40.6K
1.45K $343K
VDE
Vanguard Energy ETF

ETFs
4
+ 0.12%
$105.87 - $130.56 $423 - $522
3.4K $404K
CPRT
Copart Inc

Consumer Cyclical
576
+ 6.38%
$47.72 - $63.84 $27.5K - $36.8K
9.61K $471K
GPN
Global Payments Inc

Industrials
203
+ 6.47%
$67.47 - $99.6 $13.7K - $20.2K
3.34K $267K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.12%
$310.86 - $348.77 $622 - $698
1.73K $553K
FDX
Fedex Corp

Industrials
11
+ 0.37%
$198.07 - $245.17 $2.18K - $2.7K
3.02K $685K
SNY
Sanofi

Healthcare
241
+ 2.76%
$47.62 - $55.44 $11.5K - $13.4K
8.98K $433K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
124
+ 1.57%
$41.37 - $53.28 $5.13K - $6.61K
8.03K $358K
OXY
Occidental Petroleum Corp

Energy
7.7K
+ 14.96%
$36.11 - $49.33 $278K - $380K
59.2K $2.49M
AEP
American Electric Power CO Inc

Utilities
9
+ 0.08%
$98.59 - $109.11 $887 - $982
11.2K $1.16M
FNF
Fidelity National Financial, Inc.

Financial Services
457
+ 4.31%
$53.62 - $66.59 $24.5K - $30.4K
11.1K $620K
UNP
Union Pacific Corp

Industrials
113
+ 0.66%
$208.27 - $238.46 $23.5K - $26.9K
17.2K $3.96M
SBUX
Starbucks Corp

Consumer Cyclical
88
+ 0.61%
$79.69 - $99.41 $7.01K - $8.75K
14.6K $1.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.25K
+ 19.2%
$390.26 - $489.06 $489K - $613K
7.78K $3.15M
GIS
General Mills Inc

Consumer Defensive
3.69K
+ 9.0%
$50.37 - $60.97 $186K - $225K
44.7K $2.31M
DVN
Devon Energy Corp

Energy
298
+ 0.86%
$26.8 - $37.92 $7.99K - $11.3K
35.1K $1.12M
MRK
Merck & Co., Inc.

Healthcare
2.68K
+ 6.97%
$73.47 - $87.12 $197K - $233K
41.1K $3.26M
COP
Conocophillips

Energy
1.56K
+ 5.9%
$82.66 - $106.1 $129K - $166K
28.1K $2.52M
AMGN
Amgen Inc

Healthcare
600
+ 4.07%
$262.28 - $309.85 $157K - $186K
15.3K $4.28M
OKE
Oneok Inc

Energy
155
+ 0.82%
$78.71 - $100.37 $12.2K - $15.6K
19K $1.55M
BMY
Bristol Myers Squibb CO

Healthcare
2.51K
+ 7.66%
$44.12 - $59.6 $111K - $150K
35.3K $1.63M
DOW
Dow Inc.

Basic Materials
8.4K
+ 11.15%
$25.81 - $34.89 $217K - $293K
83.8K $2.22M
CVX
Chevron Corp

Energy
3.27K
+ 7.85%
$133.73 - $168.51 $437K - $551K
44.9K $6.43M
XOM
Exxon Mobil Corp

Energy
262
+ 0.49%
$99.93 - $119.04 $26.2K - $31.2K
53.7K $5.79M
ABBV
Abb Vie Inc.

Healthcare
2.24K
+ 5.3%
$170.16 - $206.27 $380K - $461K
44.5K $8.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.39K
+ 4.59%
$483.48 - $539.8 $1.15M - $1.29M
54.3K $26.4M
AAPL
Apple Inc.

Technology
15.8K
+ 4.71%
$172.42 - $223.89 $2.73M - $3.55M
352K $72.3M
UNH
Unitedhealth Group Inc

Healthcare
265
+ 2.12%
$274.35 - $599.47 $72.7K - $159K
12.7K $3.97M
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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