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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
16.6K
+ 88.71%
$20.2 - $22.24 $335K - $369K
35.3K $758K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.63K
+ 26.49%
$94.87 - $96.11 $345K - $349K
17.4K $1.67M
SCHO
Schwab Short Term Us Treasury

ETFs
11.9K
+ 4.62%
$24.1 - $24.34 $286K - $288K
268K $6.53M
EPD
Enterprise Products Partners L.P.

Energy
7.28K
+ 18.29%
$31.75 - $34.14 $231K - $249K
47.1K $1.61M
TFLO
Ishares Treasury Floating Rate

ETFs
6.75K
+ 9.12%
$50.48 - $50.68 $341K - $342K
80.8K $4.09M
SLV
I Shares Silver Trust

ETFs
6.13K
+ 17.76%
$26.93 - $31.32 $165K - $192K
40.7K $1.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.01K
+ 13.21%
$57.44 - $59.4 $288K - $298K
42.9K $2.55M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.02K
+ 12.96%
$58.01 - $64.46 $233K - $259K
35K $2.17M
XLV
Select Sector Spdr Fund Health

ETFs
1.31K
+ 7.05%
$137.61 - $149.68 $180K - $196K
19.8K $2.9M
NBIX
Neurocrine Biosciences Inc

Healthcare
4.36K
+ 83.48%
$107.22 - $153.29 $468K - $668K
9.59K $1.06M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7K
+ 10.44%
$38.99 - $40.37 $273K - $282K
74K $2.98M
ED
Consolidated Edison Inc

Utilities
2.11K
+ 42.63%
$88.0 - $110.59 $185K - $233K
7.05K $779K
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.75K
+ 3.09%
$24.05 - $24.86 $186K - $193K
258K $6.42M
AMCR
Amcor PLC

Consumer Cyclical
30.5K
+ 22.09%
$9.33 - $10.39 $285K - $317K
169K $1.64M
MRK
Merck & Co., Inc.

Healthcare
7.12K
+ 22.71%
$83.01 - $101.02 $591K - $719K
38.5K $3.45M
MBSD
Flexshares Tr Disciplined Dura

ETFs
10K
+ 3.44%
$20.03 - $20.68 $201K - $207K
302K $6.23M
PHYS
Sprott Physical Gold Trust

Financial Services
2.41K
+ 3.58%
$20.25 - $24.06 $48.8K - $57.9K
69.7K $1.68M
NEE
Nextera Energy Inc

Utilities
4.84K
+ 16.2%
$66.96 - $76.16 $324K - $369K
34.7K $2.46M
CTRA
Coterra Energy Inc.

Energy
7.19K
+ 21.84%
$25.51 - $29.83 $183K - $214K
40.1K $1.16M
EOG
Eog Resources Inc

Energy
1.96K
+ 16.96%
$120.54 - $138.05 $237K - $271K
13.5K $1.74M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.26K
+ 7.48%
$45.56 - $47.23 $240K - $248K
75.6K $3.55M
MMM
3 M CO

Industrials
153
+ 0.93%
$129.7 - $155.12 $19.8K - $23.7K
16.7K $2.45M
AEP
American Electric Power CO Inc

Utilities
1.22K
+ 12.26%
$90.32 - $109.27 $110K - $133K
11.2K $1.22M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.2K
+ 11.64%
$22.46 - $23.26 $251K - $260K
107K $2.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
660
+ 11.01%
$308.86 - $455.36 $204K - $301K
6.65K $2.35M
IGRO
Ishares Tr International Divid

ETFs
116
+ 0.18%
$66.91 - $73.87 $7.76K - $8.57K
63.2K $4.58M
DVN
Devon Energy Corp

Energy
3.73K
+ 12.02%
$33.15 - $38.55 $124K - $144K
34.8K $1.3M
CL
Colgate Palmolive CO

Consumer Defensive
2.57K
+ 21.31%
$85.68 - $97.5 $220K - $250K
14.6K $1.37M
BSX
Boston Scientific Corp

Healthcare
2.04K
+ 36.1%
$89.38 - $106.18 $182K - $216K
7.68K $774K
MDT
Medtronic PLC

Healthcare
1.63K
+ 13.07%
$79.84 - $94.5 $130K - $154K
14.1K $1.27M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.01K
+ 7.9%
$68.32 - $75.06 $137K - $151K
27.4K $2.05M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
18.3K
+ 57.94%
$13.33 - $14.08 $243K - $257K
49.8K $690K
DFAT
Dimensional ETF Tr U S Target

ETFs
5.38K
+ 134.77%
$50.44 - $58.1 $271K - $313K
9.37K $482K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.6K
+ 18.84%
$21.77 - $22.56 $230K - $238K
66.6K $1.5M
BMY
Bristol Myers Squibb CO

Healthcare
1.97K
+ 6.4%
$53.9 - $63.11 $106K - $124K
32.7K $2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.78K
+ 4.15%
$25.54 - $27.64 $122K - $132K
120K $3.27M
BKNG
Booking Holdings Inc.

Consumer Cyclical
80
+ 25.0%
$4295.4 - $5141.88 $344K - $411K
400 $1.84M
MA
Mastercard Inc

Financial Services
9
+ 0.08%
$504.67 - $576.31 $4.54K - $5.19K
11.3K $6.21M
KMB
Kimberly Clark Corp

Consumer Defensive
625
+ 4.41%
$124.46 - $147.4 $77.8K - $92.1K
14.8K $2.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.62K
+ 12.19%
$79.17 - $82.04 $207K - $215K
24.1K $1.97M
ZTS
Zoetis Inc.

Healthcare
1.32K
+ 8.97%
$156.48 - $175.67 $207K - $232K
16.1K $2.64M
CBOE
Cboe Global Markets, Inc.

Financial Services
332
+ 6.53%
$190.84 - $226.29 $63.4K - $75.1K
5.42K $1.23M
GD
General Dynamics Corp

Industrials
768
+ 32.27%
$241.94 - $272.58 $186K - $209K
3.15K $858K
USMC
Principal ETF U S Mega Cap

ETFs
5.79K
+ 19.0%
$55.72 - $63.13 $323K - $366K
36.3K $2.06M
YUM
Yum Brands Inc

Consumer Cyclical
76
+ 0.84%
$123.25 - $162.53 $9.37K - $12.4K
9.18K $1.44M
XLC
Select Sector Spdr Tr Communic

ETFs
2.4K
+ 9.02%
$94.84 - $105.31 $228K - $253K
29K $2.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.92K
+ 8.4%
$44.92 - $48.18 $221K - $237K
63.5K $2.91M
WSO
Watsco Inc

Industrials
230
+ 7.86%
$463.86 - $530.75 $107K - $122K
3.16K $1.6M
FVD
First Tr Value Line Divid Inde

ETFs
4.62K
+ 42.22%
$42.61 - $45.51 $197K - $210K
15.6K $693K
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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