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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.22K
+ 4.07%
$29.12 - $35.84 $268K - $330K
236K $8.45M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.33K
+ 20.82%
$468.22 - $566.51 $620K - $751K
7.69K $4.36M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.8K
+ 20.37%
$141.37 - $228.57 $254K - $411K
10.6K $2.4M
RDVY
First Trust Rising Dividend Ac

ETFs
10.4K
+ 15.3%
$51.6 - $62.74 $537K - $653K
78.4K $4.92M
AVUV
American Centy ETF Tr Avantis

ETFs
9.13K
+ 38.82%
$75.17 - $91.21 $686K - $833K
32.6K $2.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.86K
+ 16.86%
$96.84 - $99.46 $858K - $881K
61.4K $6.09M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.8K
+ 26.22%
$59.8 - $60.07 $882K - $886K
71K $4.25M
MO
Altria Group, Inc.

Consumer Defensive
19.7K
+ 10.25%
$55.56 - $60.91 $1.09M - $1.2M
211K $12.4M
EVRG
Evergy, Inc.

Utilities
12.8K
+ 100.47%
$64.06 - $69.64 $818K - $889K
25.5K $1.76M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
33.6K
+ 305.4%
$24.98 - $25.66 $838K - $861K
44.6K $1.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.78K
+ 6.85%
$85.42 - $94.39 $750K - $829K
137K $12.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
612
+ 10.32%
$177.93 - $313.14 $109K - $192K
6.54K $2.05M
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.21K
+ 59.37%
$91.23 - $97.27 $749K - $799K
22K $2.14M
APP
App Lovin Corp

Technology
1.22K
+ 26.07%
$219.37 - $417.89 $268K - $510K
5.91K $2.07M
PFF
Ishares Trust Ishares Pfd And

ETFs
26.9K
+ 32.46%
$29.0 - $30.68 $781K - $826K
110K $3.37M
CAG
Conagra Brands Inc.

Consumer Defensive
52K
+ 131.93%
$20.4 - $26.78 $1.06M - $1.39M
91.4K $1.87M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.87K
+ 325.45%
$144.63 - $179.53 $705K - $875K
6.37K $1.05M
JBL
Jabil Inc

Technology
437
+ 5.14%
$116.88 - $218.1 $51.1K - $95.3K
8.93K $1.95M
VTC
Vanguard Scottsdale Fds Total

ETFs
9.89K
+ 41.28%
$74.71 - $77.33 $739K - $764K
33.8K $2.62M
SNOW
Snowflake Inc.

Technology
2.7K
+ 149.64%
$130.53 - $223.77 $353K - $605K
4.51K $1.01M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
5.88K
+ 5.94%
$44.58 - $54.92 $262K - $323K
105K $5.76M
QCOM
Qualcomm Inc

Technology
4.22K
+ 40.19%
$124.66 - $159.48 $526K - $673K
14.7K $2.35M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.7K
+ 59.58%
$35.35 - $42.68 $555K - $670K
42K $1.79M
CHKP
Check Point Software Technologies LTD

Technology
3.17K
+ 326.29%
$204.26 - $233.47 $646K - $739K
4.14K $914K
URA
Global X Uranium ETF

ETFs
9.35K
+ 45.24%
$20.26 - $38.81 $189K - $363K
30K $1.16M
EMN
Eastman Chemical CO

Basic Materials
9.87K
+ 275.44%
$72.7 - $88.29 $717K - $871K
13.5K $1M
BX
Blackstone Inc.

Financial Services
3.11K
+ 13.65%
$120.07 - $151.11 $373K - $469K
25.9K $3.87M
KLAC
Kla Corp

Technology
189
+ 7.9%
$576.53 - $902.94 $109K - $171K
2.58K $2.31M
PAPR
Innovator U.S. Equity Power Bu

ETFs
17.1K
+ 55.26%
$33.22 - $37.29 $567K - $636K
47.9K $1.79M
NET
Cloudflare, Inc.

Technology
364
+ 5.03%
$97.08 - $195.83 $35.3K - $71.3K
7.6K $1.49M
V
Visa Inc.

Financial Services
1.59K
+ 6.91%
$308.27 - $373.31 $489K - $592K
24.5K $8.71M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.2K
+ 10.77%
$171.4 - $227.1 $206K - $272K
12.3K $2.8M
SPOT
Spotify Technology S.A.

Communication Services
398
+ 26.31%
$503.3 - $775.9 $200K - $309K
1.91K $1.47M
PJAN
Innovator U.S. Equity Power Bu

ETFs
13.2K
+ 64.15%
$38.7 - $44.05 $510K - $581K
33.7K $1.49M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.57K
+ 37.85%
$94.78 - $95.97 $623K - $630K
23.9K $2.29M
HOOD
Robinhood Markets, Inc.

Technology
2.29K
+ 28.8%
$34.17 - $93.63 $78.1K - $214K
10.2K $956K
VGIT
Vanguard Intermediate Term Tre

ETFs
10.1K
+ 23.64%
$58.63 - $59.9 $595K - $608K
53.1K $3.17M
SRLN
Ssga Active Trust

ETFs
13.5K
+ 9.92%
$39.47 - $41.59 $534K - $562K
150K $6.23M
TQQQ
Proshares Ultrapro Qqq

ETFs
288
+ 1.24%
$38.9 - $83.0 $11.2K - $23.9K
23.5K $1.95M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.29K
+ 16.04%
$224.16 - $285.86 $290K - $369K
9.35K $2.67M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.28K
+ 26.55%
$56.88 - $70.77 $357K - $445K
29.9K $2.12M
DASH
Door Dash, Inc.

Communication Services
1.8K
+ 77.85%
$163.16 - $246.51 $293K - $443K
4.1K $1.01M
BA
Boeing CO

Industrials
1.68K
+ 27.5%
$136.59 - $217.51 $229K - $364K
7.77K $1.63M
BSX
Boston Scientific Corp

Healthcare
4.99K
+ 64.96%
$89.7 - $107.41 $447K - $536K
12.7K $1.36M
IDV
Ishares Tr

ETFs
15.6K
+ 155.89%
$27.79 - $34.84 $434K - $544K
25.6K $884K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.76K
+ 6.47%
$51.16 - $62.02 $243K - $295K
78.3K $4.86M
ISRG
Intuitive Surgical Inc

Healthcare
555
+ 10.14%
$451.58 - $565.94 $251K - $314K
6.03K $3.28M
PJUN
Innovator U.S. Equity Power Bu

ETFs
12.9K
+ 73.08%
$34.48 - $39.76 $446K - $515K
30.7K $1.22M
RTX
Raytheon Technologies Corp

Industrials
1.65K
+ 7.01%
$113.75 - $148.48 $187K - $245K
25.1K $3.67M
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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