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
SHOP
Shopify Inc.

Technology
1.28K
+ 10.11%
$76.89 - $115.35 $98.7K - $148K
14K $1.61M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
58K
+ 8.49%
$13.74 - $15.66 $797K - $908K
741K $11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
383
+ 3.45%
$376.48 - $440.65 $144K - $169K
11.5K $5.06M
MINO
Pimco ETF Tr Municipal Income

ETFs
9.03K
+ 37.85%
$43.42 - $45.15 $392K - $408K
32.9K $1.45M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.49K
+ 6.28%
$41.1 - $42.37 $349K - $360K
144K $6.06M
T
At&T Inc.

Communication Services
10.2K
+ 7.58%
$26.33 - $28.94 $268K - $295K
144K $4.18M
LNG
Cheniere Energy, Inc.

Energy
981
+ 8.45%
$197.25 - $244.33 $194K - $240K
12.6K $3.06M
DG
Dollar General Corp

Consumer Defensive
1.53K
+ 21.09%
$86.02 - $114.95 $131K - $176K
8.77K $1M
CRM
Salesforce, Inc.

Technology
1.16K
+ 10.18%
$236.26 - $291.15 $274K - $338K
12.6K $3.42M
DHI
Horton D R Inc

Consumer Cyclical
2.69K
+ 25.42%
$115.1 - $129.63 $309K - $348K
13.3K $1.71M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.85K
+ 78.91%
$55.15 - $68.11 $267K - $330K
11K $747K
TXN
Texas Instruments Inc

Technology
1.86K
+ 16.76%
N/A
13K $2.52M
XLU
Utilities Sector Spdr

ETFs
3.77K
+ 21.07%
$73.09 - $82.77 $276K - $312K
21.7K $1.77M
IWB
Ishares Tr Russell 1000 ETF

ETFs
728
+ 23.34%
$272.36 - $339.57 $198K - $247K
3.85K $1.31M
CDNS
Cadence Design Systems Inc

Technology
70
+ 1.16%
$231.64 - $323.08 $16.2K - $22.6K
6.1K $1.88M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
15K
+ 36.97%
$21.37 - $22.67 $320K - $340K
55.5K $1.25M
CEG
Constellation Energy Corp

Utilities
36
+ 1.36%
$170.96 - $322.76 $6.15K - $11.6K
2.68K $865K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14.4K
+ 3.46%
$23.29 - $23.38 $335K - $336K
431K $10.1M
WHR
Whirlpool Corp

Consumer Cyclical
2.2K
+ 23.1%
$75.71 - $101.42 $166K - $223K
11.7K $1.19M
VICI
Vici Properties Inc.

Real Estate
10.2K
+ 10.22%
$29.41 - $32.97 $300K - $336K
110K $3.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13K
+ 70.57%
$17.76 - $22.1 $230K - $286K
31.3K $692K
VZ
Verizon Communications Inc

Communication Services
18.4K
+ 8.1%
$41.67 - $45.62 $769K - $841K
246K $10.7M
NKE
Nike, Inc.

Consumer Cyclical
1.41K
+ 4.83%
$53.27 - $72.04 $75.2K - $102K
30.7K $2.18M
VO
Vanguard Mid Cap ETF

ETFs
557
+ 7.09%
$228.54 - $279.83 $127K - $156K
8.41K $2.35M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.88K
+ 9.71%
$24.94 - $31.15 $122K - $152K
55.1K $1.71M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.71K
+ 16.62%
$53.66 - $58.71 $360K - $394K
47.1K $2.64M
CF
Cf Industries Holdings, Inc.

Basic Materials
1.43K
+ 10.85%
$68.47 - $102.48 $97.6K - $146K
14.6K $1.34M
SOFI
So Fi Technologies, Inc.

Financial Services
13.2K
+ 119.86%
$9.5 - $18.21 $125K - $240K
24.2K $440K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.5K
+ 33.6%
$22.81 - $22.97 $308K - $310K
53.7K $1.23M
EXEL
Exelixis, Inc.

Healthcare
5.63K
+ 70.58%
$34.13 - $46.26 $192K - $260K
13.6K $599K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.68K
+ 5.41%
$46.39 - $47.84 $263K - $272K
111K $5.29M
CTAS
Cintas Corp

Industrials
54
+ 0.32%
$190.11 - $227.66 $10.3K - $12.3K
16.7K $3.72M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
856
+ 8.12%
$40.51 - $71.03 $34.7K - $60.8K
11.4K $801K
ZM
Zoom Video Communications, Inc.

Technology
2.9K
+ 16.44%
$66.7 - $84.62 $193K - $245K
20.5K $1.6M
URI
United Rentals, Inc.

Industrials
11
+ 0.48%
$551.94 - $753.4 $6.07K - $8.29K
2.28K $1.72M
HSY
Hershey CO

Consumer Defensive
2.08K
+ 21.23%
$151.29 - $173.13 $315K - $360K
11.9K $1.97M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.41K
+ 23.46%
$32.62 - $33.58 $274K - $282K
44.3K $1.49M
CCL
Carnival Corp

Consumer Cyclical
6.28K
+ 45.23%
$16.43 - $28.12 $103K - $177K
20.2K $566K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
433
+ 1.25%
$75.29 - $91.16 $32.6K - $39.5K
35K $3.15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.51K
+ 27.77%
$50.36 - $50.68 $277K - $279K
25.3K $1.28M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.27K
+ 31.32%
$61.92 - $81.5 $140K - $185K
9.5K $773K
MELI
Mercadolibre Inc

Consumer Cyclical
75
+ 59.06%
$1794.73 - $2613.63 $135K - $196K
202 $527K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.61K
+ 82.27%
$101.69 - $139.02 $163K - $223K
3.56K $494K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.23K
+ 4.8%
$81.66 - $93.76 $182K - $209K
48.6K $4.55M
IEF
Ishares Barclays

ETFs
2.77K
+ 12.75%
$93.15 - $96.56 $258K - $268K
24.5K $2.35M
HYGV
Flexshares Tr High Yield Value

ETFs
6.45K
+ 50.9%
$38.45 - $41.03 $248K - $265K
19.1K $784K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.02K
+ 3.37%
$60.06 - $66.28 $121K - $134K
62K $4.11M
SCHW
Schwab Charles Corp

Financial Services
2.01K
+ 32.28%
$69.06 - $91.24 $139K - $184K
8.24K $752K
TFLO
Ishares Treasury Floating Rate

ETFs
5.13K
+ 6.35%
$50.47 - $50.66 $259K - $260K
85.9K $4.35M
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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