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
ORCL
Oracle Corp

Technology
2.63K
+ 13.45%
$122.82 - $218.63 $324K - $576K
22.2K $4.86M
JPM
Jpmorgan Chase & CO

Financial Services
2.66K
+ 9.08%
$210.28 - $289.91 $560K - $772K
32K $9.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.2K
+ 67.59%
$90.56 - $109.49 $1.56M - $1.88M
42.7K $4.66M
INTU
Intuit Inc

Technology
320
+ 3.3%
$544.07 - $787.63 $174K - $252K
10K $7.89M
VTV
Vanguard Value ETF

ETFs
360
+ 0.08%
$153.67 - $176.74 $55.3K - $63.6K
462K $81.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10K
+ 9.36%
$114.78 - $133.31 $1.15M - $1.33M
117K $15.6M
APH
Amphenol Corp

Technology
12.8K
+ 91.5%
$59.09 - $98.75 $759K - $1.27M
26.9K $2.66M
ABT
Abbott Laboratories

Healthcare
12.2K
+ 82.37%
$123.95 - $138.08 $1.51M - $1.68M
26.9K $3.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.6K
+ 54.91%
$72.02 - $73.82 $1.56M - $1.6M
61K $4.49M
PHM
Pultegroup Inc

Consumer Cyclical
15K
+ 331.31%
$92.02 - $106.54 $1.38M - $1.6M
19.5K $2.06M
AVDE
American Centy ETF Tr Avantis

ETFs
19.5K
+ 298.73%
$59.32 - $74.36 $1.15M - $1.45M
26K $1.92M
MGV
Vanguard Mega Cap Value

ETFs
10.8K
+ 189.39%
$114.87 - $131.25 $1.24M - $1.42M
16.6K $2.17M
GOOG
Alphabet Inc.

Communication Services
4.26K
+ 13.73%
$146.58 - $180.01 $624K - $767K
35.3K $6.26M
FLEX
Flex Ltd.

Technology
15.8K
+ 44.38%
$26.68 - $50.09 $422K - $793K
51.5K $2.57M
UBER
Uber Technologies, Inc

Technology
8.77K
+ 32.11%
$64.62 - $93.3 $567K - $818K
36.1K $3.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.8K
+ 13.03%
$51.14 - $57.0 $1.27M - $1.41M
215K $12.2M
PANW
Palo Alto Networks Inc

Technology
2.38K
+ 9.52%
$152.44 - $204.64 $363K - $487K
27.3K $5.6M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
51.8K
+ 72.06%
$25.13 - $26.07 $1.3M - $1.35M
124K $3.19M
GLDM
World Gold Trust

ETFs
16.6K
+ 24.84%
$58.96 - $67.97 $981K - $1.13M
83.6K $5.48M
AMAT
Applied Materials Inc

Technology
2.12K
+ 8.53%
$126.95 - $183.52 $269K - $389K
27K $4.93M
MBB
Ishares Tr

ETFs
13.4K
+ 4.6%
$91.41 - $94.22 $1.22M - $1.26M
304K $28.5M
CAT
Caterpillar Inc

Industrials
1.88K
+ 20.43%
$273.94 - $388.21 $514K - $729K
11.1K $4.3M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
30.6K
+ 107.73%
$33.11 - $37.79 $1.01M - $1.16M
59K $2.23M
GS
Goldman Sachs Group Inc

Financial Services
127
+ 1.83%
$462.22 - $707.75 $58.7K - $89.9K
7.07K $5M
NOW
Service Now, Inc.

Technology
904
+ 75.4%
$721.65 - $1040.18 $652K - $940K
2.1K $2.16M
STX
Seagate Technology Holdings PLC

Technology
1.33K
+ 7.8%
$66.54 - $144.33 $88.6K - $192K
18.4K $2.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
287
+ 4.31%
$321.63 - $509.31 $92.3K - $146K
6.94K $3.54M
MSTR
Microstrategy Inc

Technology
1.83K
+ 47.45%
$237.95 - $421.61 $434K - $769K
5.67K $2.29M
PFE
Pfizer Inc

Healthcare
56.7K
+ 31.79%
$21.59 - $24.84 $1.23M - $1.41M
235K $5.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.96K
+ 10.25%
$72.96 - $90.39 $508K - $629K
74.9K $6.69M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
25.9K
+ 62.61%
$42.72 - $44.24 $1.11M - $1.15M
67.3K $2.96M
UPS
United Parcel Service Inc

Industrials
12.5K
+ 84.3%
$91.92 - $110.2 $1.15M - $1.38M
27.4K $2.77M
PHYS
Sprott Physical Gold Trust

Financial Services
40.8K
+ 58.5%
$22.82 - $26.29 $931K - $1.07M
110K $2.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
744
+ 5.86%
$320.42 - $424.58 $238K - $316K
13.4K $5.71M
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 2.53%
$81.79 - $99.98 $184K - $225K
91K $8.89M
AMD
Advanced Micro Devices Inc

Technology
2.02K
+ 9.89%
$78.21 - $143.81 $158K - $290K
22.4K $3.18M
ZS
Zscaler, Inc.

Technology
2.57K
+ 107.18%
$174.67 - $315.32 $448K - $809K
4.96K $1.56M
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 3.91%
$149.23 - $184.95 $206K - $255K
36.7K $6.68M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
62.7K
+ 50.34%
$14.97 - $16.79 $938K - $1.05M
187K $3.13M
IEFA
Ishares Tr

ETFs
11K
+ 69.81%
$67.83 - $84.09 $749K - $928K
26.9K $2.24M
VTWO
Vanguard Russell 2000 ETF

ETFs
9.54K
+ 30.33%
$70.56 - $87.22 $673K - $832K
41K $3.58M
VST
Vistra Corp.

Utilities
3.55K
+ 78.37%
$98.07 - $195.04 $348K - $692K
8.08K $1.57M
TROW
Price T Rowe Group Inc

Financial Services
8.33K
+ 17.1%
$80.27 - $98.06 $669K - $817K
57K $5.5M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
9.88K
+ 203.27%
$76.98 - $98.31 $761K - $971K
14.7K $1.45M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
17.5K
+ 207.52%
$37.36 - $43.85 $655K - $769K
26K $1.14M
VRIG
Invesco Actively Managed ETF F

ETFs
39.7K
+ 143.82%
$24.89 - $25.14 $987K - $997K
67.2K $1.68M
DIS
Walt Disney CO

Communication Services
5.68K
+ 49.94%
$81.72 - $124.01 $464K - $704K
17K $2.11M
AXP
American Express CO

Financial Services
1.06K
+ 8.2%
$231.39 - $318.98 $246K - $338K
14K $4.46M
CSCO
Cisco Systems, Inc.

Technology
5.35K
+ 6.73%
$53.19 - $69.38 $284K - $371K
84.8K $5.88M
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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