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
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 3.5%
$4164.15 - $5789.24 $58.3K - $81K
414 $2.4M
MPWR
Monolithic Power Systems Inc

Technology
77
+ 2.35%
$455.19 - $737.73 $35K - $56.8K
3.35K $2.45M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.6K
+ 3.36%
$45.2 - $46.6 $522K - $539K
355K $16.5M
FIX
Comfort Systems Usa Inc

Industrials
96
+ 4.19%
$296.51 - $536.21 $28.5K - $51.5K
2.39K $1.28M
LAD
Lithia Motors Inc

Consumer Cyclical
1.11K
+ 30.04%
$271.94 - $339.35 $301K - $375K
4.79K $1.62M
USB
Us Bancorp \De\

Financial Services
8.31K
+ 16.28%
$36.4 - $45.76 $303K - $380K
59.4K $2.69M
SKYY
First Trust Cloud Computing Et

ETFs
3.02K
+ 38.23%
$89.46 - $121.64 $270K - $367K
10.9K $1.33M
PSLV
Sprott Physical Silver Trust

Financial Services
40.9K
+ 157.22%
$9.98 - $12.51 $408K - $512K
66.9K $819K
COST
Costco Wholesale Corp

Consumer Defensive
168
+ 2.13%
$908.13 - $1056.85 $153K - $178K
8.07K $7.99M
SNPS
Synopsys Inc

Technology
447
+ 13.19%
$380.9 - $517.66 $170K - $231K
3.84K $1.97M
IWN
Ishares Russell2000 Val ETF

ETFs
2.66K
+ 19.34%
$131.84 - $157.76 $351K - $420K
16.4K $2.59M
COF
Capital One Financial Corp

Financial Services
1.63K
+ 33.33%
$150.57 - $212.76 $246K - $348K
6.54K $1.39M
VEEV
Veeva Systems Inc

Healthcare
1.54K
+ 139.78%
$209.39 - $289.94 $322K - $446K
2.64K $760K
LMT
Lockheed Martin Corp

Industrials
918
+ 18.78%
$430.82 - $486.45 $395K - $447K
5.81K $2.69M
DE
Deere & CO

Industrials
140
+ 1.26%
$412.99 - $531.48 $57.8K - $74.4K
11.2K $5.72M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.77K
+ 29.14%
$137.62 - $174.44 $382K - $484K
12.3K $2.01M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.37K
+ 64.97%
$60.61 - $87.72 $265K - $383K
11.1K $941K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.73K
+ 10.65%
$55.54 - $69.09 $207K - $258K
38.7K $2.68M
SYK
Stryker Corp

Healthcare
999
+ 22.37%
$337.37 - $395.63 $337K - $395K
5.46K $2.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.46K
+ 89.47%
$59.24 - $71.39 $383K - $461K
13.7K $974K
ISMD
Northern Lts Fd Tr Iv

ETFs
7.88K
+ 5.16%
$29.72 - $35.6 $234K - $280K
161K $5.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.74K
+ 5.57%
$50.1 - $51.02 $488K - $497K
185K $9.41M
BAC
Bank Of America Corp

Financial Services
626
+ 0.76%
$34.39 - $47.46 $21.5K - $29.7K
83K $3.93M
DFAU
Dimensional ETF Tr

ETFs
482
+ 0.4%
$34.04 - $42.36 $16.4K - $20.4K
120K $5.07M
USMC
Principal ETF U S Mega Cap

ETFs
4.32K
+ 11.91%
$50.94 - $62.56 $220K - $270K
40.6K $2.54M
HON
Honeywell International Inc

Industrials
1.64K
+ 36.12%
$182.86 - $232.88 $300K - $382K
6.18K $1.44M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.7K
+ 53.2%
$45.11 - $52.34 $392K - $455K
25K $1.31M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.45K
+ 4.72%
$32.77 - $38.72 $211K - $250K
143K $5.53M
IEMG
Ishares Inc

ETFs
8.59K
+ 17.06%
N/A
59K $3.16M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.95K
+ 11.54%
$82.17 - $99.96 $242K - $295K
28.5K $2.8M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.9K
+ 17.15%
$35.62 - $39.64 $458K - $509K
87.8K $3.42M
TDIV
First Trust Nasdaq Technology

ETFs
3.4K
+ 37.3%
$64.41 - $90.17 $219K - $307K
12.5K $1.13M
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.19K
+ 12.29%
$37.66 - $43.85 $233K - $271K
56.6K $2.48M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.92K
+ 27.64%
$50.34 - $51.86 $449K - $463K
41.2K $2.12M
COIN
Coinbase Global, Inc.

Technology
190
+ 8.76%
$151.47 - $375.07 $28.8K - $71.3K
2.36K $826K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.92K
+ 8.39%
$40.82 - $43.14 $364K - $385K
115K $4.97M
SPG
Simon Property Group Inc

Real Estate
3.44K
+ 17.4%
$140.37 - $171.44 $483K - $590K
23.2K $3.73M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.57K
+ 8.98%
$41.3 - $47.0 $230K - $262K
67.6K $3.18M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.35K
+ 24.52%
$87.54 - $128.18 $206K - $301K
11.9K $1.5M
EBAY
Ebay Inc

Consumer Cyclical
5.51K
+ 127.99%
$59.52 - $79.36 $328K - $437K
9.81K $730K
PFM
Invesco Exchange Traded Fd Tr

ETFs
5.9K
+ 9.29%
$41.05 - $48.17 $242K - $284K
69.4K $3.34M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.3K
+ 18.98%
$73.7 - $90.98 $243K - $300K
20.7K $1.88M
O
Realty Income Corp

Real Estate
7.86K
+ 15.77%
$52.27 - $58.52 $411K - $460K
57.7K $3.32M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
12.2K
+ 21.63%
$44.37 - $50.04 $542K - $611K
68.7K $3.27M
PWR
Quanta Services, Inc.

Industrials
329
+ 13.78%
$239.47 - $381.26 $78.8K - $125K
2.72K $1.03M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
258
+ 0.36%
$15.54 - $23.35 $4.01K - $6.02K
72.7K $1.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.74K
+ 49.53%
$51.68 - $52.76 $400K - $408K
23.4K $1.23M
MMM
3 M CO

Industrials
2.13K
+ 12.81%
$126.09 - $154.15 $269K - $329K
18.8K $2.86M
WMB
Williams Companies, Inc.

Energy
4.84K
+ 15.07%
$54.33 - $62.87 $263K - $304K
36.9K $2.32M
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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