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
GLDM
World Gold Trust

ETFs
12.1K
+ 22.14%
$52.19 - $61.89 $634K - $751K
67K $4.15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
46.2K
+ 52.13%
$25.77 - $27.6 $1.19M - $1.28M
135K $3.59M
JPM
Jpmorgan Chase & CO

Financial Services
4.53K
+ 18.26%
$225.19 - $279.95 $1.02M - $1.27M
29.3K $7.19M
CVX
Chevron Corp

Energy
1.88K
+ 4.72%
$146.71 - $167.97 $275K - $315K
41.6K $6.97M
OUNZ
Van Eck Merk Gold Trust

ETFs
38K
+ 325.56%
$25.41 - $30.14 $964K - $1.14M
49.6K $1.5M
AMGN
Amgen Inc

Healthcare
1.61K
+ 12.23%
$258.59 - $327.36 $415K - $526K
14.7K $4.59M
GIS
General Mills Inc

Consumer Defensive
20.5K
+ 100.09%
$57.56 - $65.3 $1.18M - $1.34M
41K $2.45M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
47.8K
+ 12.98%
$23.29 - $23.38 $1.11M - $1.12M
416K $9.73M
RDVY
First Trust Rising Dividend Ac

ETFs
19.8K
+ 41.11%
$57.22 - $63.39 $1.13M - $1.26M
68K $3.98M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.13K
+ 4.11%
$73.78 - $76.59 $674K - $699K
231K $17.7M
DOW
Dow Inc.

Basic Materials
37K
+ 96.44%
$34.36 - $41.92 $1.27M - $1.55M
75.4K $2.63M
FTHI
First Trust Exchange Traded Fd

ETFs
63.8K
+ 27.47%
$21.62 - $23.74 $1.38M - $1.52M
296K $6.48M
CSCO
Cisco Systems, Inc.

Technology
14.1K
+ 21.52%
$58.74 - $64.87 $826K - $913K
79.4K $4.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
40K
+ 21.49%
$32.42 - $36.13 $1.3M - $1.45M
226K $7.47M
O
Realty Income Corp

Real Estate
14.3K
+ 40.24%
$51.67 - $58.49 $739K - $836K
49.8K $2.89M
UBER
Uber Technologies, Inc

Technology
10.7K
+ 64.78%
$63.17 - $81.49 $678K - $875K
27.3K $1.99M
USB
Us Bancorp \De\

Financial Services
26.2K
+ 105.17%
$40.92 - $50.9 $1.07M - $1.33M
51.1K $2.16M
XLB
Select Sector Spdr Fd Material

ETFs
11K
+ 194.84%
$83.19 - $90.99 $911K - $997K
16.6K $1.43M
LNTH
Lantheus Holdings, Inc.

Healthcare
8.91K
+ 124.11%
$78.23 - $110.01 $697K - $980K
16.1K $1.57M
PFE
Pfizer Inc

Healthcare
42.9K
+ 31.68%
$25.01 - $27.13 $1.07M - $1.17M
179K $4.52M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 38.6%
$71.17 - $73.66 $780K - $807K
39.4K $2.89M
DFSD
Dimensional ETF Tr Short Durat

ETFs
16.4K
+ 19.31%
$46.74 - $47.55 $765K - $778K
101K $4.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.9K
+ 3.28%
$44.68 - $46.49 $488K - $507K
344K $15.9M
VO
Vanguard Mid Cap ETF

ETFs
3.26K
+ 71.1%
$251.87 - $277.95 $822K - $907K
7.86K $2.03M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.06K
+ 22.74%
$408.78 - $448.82 $840K - $923K
11.1K $4.66M
OPCH
Option Care Health, Inc.

Healthcare
13.6K
+ 50.05%
$22.7 - $35.2 $309K - $480K
40.8K $1.43M
T
At&T Inc.

Communication Services
2.41K
+ 1.83%
$21.56 - $28.28 $52K - $68.3K
134K $3.8M
CHTR
Charter Communications, Inc.

Communication Services
2K
+ 90.41%
$334.89 - $384.77 $669K - $769K
4.21K $1.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.05K
+ 0.82%
$42.5 - $46.71 $172K - $189K
496K $22.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
16.7K
+ 29.76%
$39.18 - $43.52 $655K - $727K
72.9K $3.05M
IEF
Ishares Barclays

ETFs
7.39K
+ 51.45%
$91.17 - $95.39 $674K - $705K
21.8K $2.08M
GS
Goldman Sachs Group Inc

Financial Services
1.62K
+ 30.53%
$524.81 - $672.19 $852K - $1.09M
6.94K $3.79M
RTX
Raytheon Technologies Corp

Industrials
3.03K
+ 14.8%
$114.1 - $135.66 $346K - $411K
23.5K $3.11M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
628
+ 11.73%
$402.49 - $513.76 $253K - $323K
5.98K $2.9M
SYK
Stryker Corp

Healthcare
1.88K
+ 72.66%
$355.18 - $399.9 $667K - $751K
4.47K $1.66M
KO
Coca Cola CO

Consumer Defensive
3.62K
+ 7.2%
$60.81 - $72.32 $220K - $262K
53.8K $3.85M
MMSI
Merit Medical Systems Inc

Healthcare
5.52K
+ 35.77%
$95.64 - $110.29 $528K - $609K
21K $2.21M
ASML
Asml Holding Nv

Technology
1.15K
+ 75.54%
$662.63 - $776.99 $759K - $890K
2.66K $1.76M
DE
Deere & CO

Industrials
476
+ 4.48%
$408.57 - $509.27 $194K - $242K
11.1K $5.21M
VICI
Vici Properties Inc.

Real Estate
12.6K
+ 14.47%
$28.21 - $32.68 $356K - $412K
99.8K $3.26M
MS
Morgan Stanley

Financial Services
7.45K
+ 41.33%
$111.68 - $141.08 $832K - $1.05M
25.5K $2.97M
DHI
Horton D R Inc

Consumer Cyclical
5.95K
+ 128.72%
$125.29 - $147.65 $745K - $878K
10.6K $1.34M
PANW
Palo Alto Networks Inc

Technology
5.3K
+ 26.93%
$167.82 - $208.28 $889K - $1.1M
25K $4.26M
DFAX
Dimensional ETF Tr
23.7K
+ 68.98%
$24.45 - $27.2 $580K - $645K
58.1K $1.52M
FTLS
First Tr Long/Short Equity ETF

ETFs
11.7K
+ 24.23%
$63.42 - $68.17 $741K - $797K
59.9K $3.84M
AVIG
American Centy ETF Tr Avantis

ETFs
14.8K
+ 58.46%
$40.06 - $41.55 $593K - $615K
40.1K $1.66M
AVT
Avnet Inc

Technology
14.1K
+ 121.61%
$46.61 - $54.65 $656K - $769K
25.7K $1.23M
IEMG
Ishares Inc

ETFs
11.5K
+ 29.71%
N/A
50.4K $2.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12.4K
+ 10.12%
$40.79 - $42.32 $506K - $525K
135K $5.68M
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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