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
MPWR
Monolithic Power Systems Inc

Technology
1.09K
+ 49.77%
$565.7 - $720.25 $615K - $783K
3.27K $1.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.27K
+ 3.87%
$63.77 - $71.36 $209K - $233K
87.8K $6.05M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.74K
+ 15.5%
$100.59 - $103.47 $477K - $490K
35.3K $3.65M
HSY
Hershey CO

Consumer Defensive
3.29K
+ 50.65%
$144.74 - $186.36 $477K - $614K
9.79K $1.68M
GOOG
Alphabet Inc.

Communication Services
8.53K
+ 37.92%
$156.06 - $207.71 $1.33M - $1.77M
31K $4.85M
MCHP
Microchip Technology Inc

Technology
16.7K
+ 58.01%
$48.41 - $64.3 $810K - $1.08M
45.6K $2.21M
TXN
Texas Instruments Inc

Technology
2.7K
+ 32.15%
N/A
11.1K $2.16M
MCD
Mcdonalds Corp

Consumer Cyclical
962
+ 9.67%
$279.74 - $321.29 $269K - $309K
10.9K $3.41M
INCY
Incyte Corp

Healthcare
9.69K
+ 109.84%
$60.0 - $75.26 $581K - $729K
18.5K $1.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.64K
+ 160.96%
$51.52 - $52.37 $497K - $505K
15.6K $818K
USFR
Wisdomtree Floating Rate Treas

ETFs
9.96K
+ 10.37%
$50.29 - $50.5 $501K - $503K
106K $5.33M
SBUX
Starbucks Corp

Consumer Cyclical
4.34K
+ 42.76%
$91.75 - $115.81 $398K - $503K
14.5K $1.42M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.1K
+ 10.39%
$37.07 - $40.63 $376K - $412K
108K $4.24M
FANG
Diamondback Energy, Inc.

Energy
3.31K
+ 33.86%
$139.9 - $180.18 $463K - $596K
13.1K $2.09M
XLP
Consumer Staples Sector Spdr

ETFs
6.4K
+ 16.14%
N/A
46K $3.5M
AN
Autonation, Inc.

Consumer Cyclical
3.21K
+ 71.85%
$156.67 - $195.15 $504K - $627K
7.69K $1.24M
VGSH
Vanguard

ETFs
7.84K
+ 18.19%
$58.07 - $58.69 $455K - $460K
50.9K $2.99M
ZM
Zoom Video Communications, Inc.

Technology
7.6K
+ 75.85%
$72.23 - $88.64 $549K - $673K
17.6K $1.3M
FTNT
Fortinet, Inc.

Technology
4.71K
+ 32.37%
$92.49 - $114.57 $436K - $540K
19.3K $1.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.39K
+ 134.87%
$49.78 - $53.19 $467K - $499K
16.3K $834K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.14K
+ 3.33%
$25.69 - $26.89 $209K - $219K
252K $6.79M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
13.9K
+ 16.31%
$49.85 - $56.22 $692K - $780K
99K $5.02M
VPN
Global X Fds Data Ctr Reits &

ETFs
29.8K
+ 40.21%
N/A
104K $1.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.07K
+ 84.21%
$50.39 - $50.66 $457K - $459K
19.8K $1M
PODD
Insulet Corp

Healthcare
1.7K
+ 44.25%
$237.06 - $288.29 $402K - $489K
5.53K $1.45M
WM
Waste Management Inc

Industrials
1.53K
+ 47.4%
$200.54 - $233.78 $307K - $357K
4.76K $1.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.57K
+ 30.06%
$42.4 - $44.11 $406K - $422K
41.4K $1.82M
STX
Seagate Technology Holdings PLC

Technology
5.44K
+ 46.84%
$84.92 - $108.42 $462K - $590K
17.1K $1.45M
APH
Amphenol Corp

Technology
7.16K
+ 104.16%
$61.62 - $78.55 $441K - $563K
14K $921K
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.27K
+ 94.95%
$103.02 - $140.69 $543K - $741K
10.8K $1.14M
SRLN
Ssga Active Trust

ETFs
12.6K
+ 10.17%
$41.02 - $41.99 $516K - $528K
136K $5.61M
CAH
Cardinal Health Inc

Healthcare
2.61K
+ 64.62%
$118.02 - $137.77 $308K - $359K
6.64K $915K
JBL
Jabil Inc

Technology
3.49K
+ 69.7%
$130.51 - $173.33 $455K - $605K
8.5K $1.16M
IXC
Ishares Tr Global Energy ETF

ETFs
9.24K
+ 110.68%
$38.48 - $42.16 $355K - $389K
17.6K $739K
ABT
Abbott Laboratories

Healthcare
1.16K
+ 8.5%
$111.1 - $140.22 $128K - $162K
14.8K $1.96M
LAD
Lithia Motors Inc

Consumer Cyclical
1.83K
+ 98.28%
$285.59 - $385.71 $521K - $704K
3.68K $1.08M
FLEX
Flex Ltd.

Technology
15.7K
+ 78.82%
$32.92 - $44.46 $517K - $699K
35.7K $1.18M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
6.51K
+ 10.91%
$47.59 - $50.79 $310K - $331K
66.2K $3.31M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.03K
+ 3.98%
$50.44 - $50.7 $354K - $356K
184K $9.31M
FTGC
First Trust Global Tactical CO

ETFs
14.4K
+ 71.37%
$23.95 - $25.86 $344K - $372K
34.5K $880K
AAPL
Apple Inc.

Technology
39.6K
+ 13.33%
$209.68 - $247.1 $8.3M - $9.78M
336K $74.7M
SKX
Skechers Usa Inc

Consumer Cyclical
8.8K
+ 85.42%
$54.98 - $78.24 $484K - $689K
19.1K $1.09M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
9.78K
+ 18.71%
$43.63 - $46.01 $427K - $450K
62K $2.74M
IXUS
Ishares Tr

ETFs
3.12K
+ 6.9%
$65.06 - $72.31 $203K - $225K
48.3K $3.37M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.84K
+ 5.71%
$95.85 - $99.25 $272K - $282K
52.5K $5.2M
AVUS
American Centy ETF Tr Avantis

ETFs
5.66K
+ 18.19%
$90.7 - $101.57 $514K - $575K
36.8K $3.4M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
13.4K
+ 22.88%
$25.06 - $25.98 $335K - $348K
71.9K $1.86M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.7K
+ 56.6%
$33.63 - $37.64 $293K - $328K
24.1K $890K
PEP
Pepsico Inc

Consumer Defensive
3.12K
+ 6.86%
$142.64 - $156.42 $446K - $489K
48.7K $7.3M
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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