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
JPIE
J P Morgan Exchange Traded Fd
4.36K
+ 13.85%
$45.46 - $46.18 $198K - $201K
35.9K $1.65M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.63K
+ 40.15%
$38.02 - $39.4 $214K - $222K
19.7K $756K
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.35K
+ 24.59%
$40.27 - $42.11 $175K - $183K
22K $927K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.46K
+ 11.58%
N/A
23.7K $2.03M
WDAY
Workday, Inc.

Technology
1.21K
+ 41.88%
$233.53 - $277.82 $283K - $336K
4.1K $957K
MGV
Vanguard Mega Cap Value

ETFs
1.47K
+ 34.55%
$123.61 - $133.01 $182K - $195K
5.72K $737K
EMHC
Spdr Bloomberg Emerging Market
8.32K
+ 67.71%
$23.72 - $24.56 $197K - $204K
20.6K $497K
MARB
First Tr Exchange Traded Fd Ii

ETFs
9.98K
+ 28.21%
$19.75 - $20.03 $197K - $200K
45.4K $906K
UNP
Union Pacific Corp

Industrials
268
+ 1.59%
$225.21 - $254.42 $60.4K - $68.2K
17.1K $4.04M
DUK
Duke Energy Corp

Utilities
381
+ 3.56%
$105.87 - $121.97 $40.3K - $46.5K
11.1K $1.35M
DG
Dollar General Corp

Consumer Defensive
1.44K
+ 24.81%
$68.44 - $87.93 $98.6K - $127K
7.24K $636K
RSG
Republic Services, Inc.

Industrials
181
+ 4.94%
$200.09 - $242.16 $36.2K - $43.8K
3.85K $931K
MUB
Ishares National Muni Bond ETF

ETFs
2.17K
+ 5.41%
$104.71 - $107.69 $228K - $234K
42.4K $4.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.28K
+ 6.98%
$25.54 - $28.79 $83.7K - $94.4K
50.2K $1.39M
AIG
American International Group, Inc.

Financial Services
1.39K
+ 33.41%
$70.5 - $86.94 $98K - $121K
5.55K $482K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.09K
+ 26.57%
$49.54 - $52.84 $203K - $216K
19.5K $969K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.57K
+ 28.62%
$41.09 - $43.24 $188K - $198K
20.6K $852K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.02K
+ 61.85%
$78.54 - $84.86 $159K - $172K
5.29K $435K
FINX
Global X Fds Fintech ETF (De)

ETFs
11.3K
+ 29.93%
$27.43 - $33.5 $310K - $379K
49.1K $1.35M
VTI
Vanguard Total Stock Market Et

ETFs
3.05K
+ 6.87%
$271.18 - $303.12 $828K - $925K
47.5K $13M
HSBC
Hsbc Holdings PLC

Financial Services
2.35K
+ 49.1%
$48.68 - $61.58 $114K - $145K
7.13K $409K
CVS
Cvs Health Corp

Healthcare
320
+ 4.96%
$44.22 - $68.64 $14.2K - $22K
6.78K $459K
MSI
Motorola Solutions, Inc.

Technology
448
+ 42.03%
$411.73 - $482.1 $184K - $216K
1.51K $662K
SJM
J M Smucker CO

Consumer Defensive
909
+ 12.38%
$100.41 - $118.41 $91.3K - $108K
8.25K $977K
MILN
Global X Funds Global X Millen

ETFs
4.95K
+ 19.62%
$41.85 - $49.7 $207K - $246K
30.2K $1.3M
SPGI
S&P Global Inc.

Financial Services
295
+ 19.99%
$478.26 - $543.77 $141K - $160K
1.77K $899K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
6.83K
+ 18.73%
$20.11 - $21.21 $137K - $145K
43.3K $916K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.48K
+ 5.48%
$100.32 - $100.76 $148K - $149K
28.5K $2.86M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.12K
+ 62.89%
$49.75 - $50.27 $155K - $157K
8.07K $403K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
14.4K
+ 19.06%
$14.21 - $15.67 $205K - $226K
90K $1.28M
SNPS
Synopsys Inc

Technology
707
+ 26.37%
$428.58 - $551.54 $303K - $390K
3.39K $1.45M
SPMD
Spdr Portfolio

ETFs
5.01K
+ 16.66%
$50.21 - $57.73 $252K - $289K
35.1K $1.8M
FAAR
First Trust Vii Alternative Ab

ETFs
3.6K
+ 7.46%
$27.81 - $28.97 $100K - $104K
51.9K $1.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.98K
+ 10.16%
$51.26 - $52.53 $153K - $156K
32.3K $1.66M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
225
+ 2.01%
$34.58 - $45.97 $7.78K - $10.3K
11.4K $525K
FMF
First Trust Managed Futures St

ETFs
4K
+ 14.17%
$45.87 - $48.39 $184K - $194K
32.2K $1.49M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.6K
+ 4.67%
$83.18 - $89.27 $216K - $232K
58.2K $4.87M
TDIV
First Trust Nasdaq Technology

ETFs
2.33K
+ 34.35%
$73.39 - $83.95 $171K - $196K
9.12K $671K
RF
Regions Financial Corp

Financial Services
8.96K
+ 27.9%
$20.84 - $24.77 $187K - $222K
41.1K $892K
MINO
Pimco ETF Tr Municipal Income

ETFs
3.08K
+ 14.8%
$44.44 - $45.83 $137K - $141K
23.9K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
739
+ 22.05%
$92.12 - $108.98 $68.1K - $80.5K
4.09K $445K
C
Citigroup Inc

Financial Services
1.69K
+ 10.62%
$67.23 - $84.63 $113K - $143K
17.6K $1.25M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
436
+ 0.78%
$47.08 - $50.67 $20.5K - $22.1K
56.5K $2.84M
SIVR
Abrdn Silver ETF Trust

ETFs
2.43K
+ 23.47%
$28.07 - $32.82 $68.1K - $79.6K
12.8K $414K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.09K
+ 28.1%
$158.1 - $217.71 $330K - $455K
9.52K $1.5M
BP
Bp PLC

Energy
2.7K
+ 38.41%
$29.93 - $35.31 $80.9K - $95.4K
9.74K $329K
HRL
Hormel Foods Corp

Consumer Defensive
4.54K
+ 10.09%
$28.29 - $31.52 $128K - $143K
49.5K $1.53M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.1K
+ 4.46%
$16.18 - $17.82 $98.7K - $109K
143K $2.4M
EEM
Ishares Msci Emerging Markets

ETFs
1.75K
+ 7.76%
$40.81 - $45.34 $71.5K - $79.4K
24.3K $1.06M
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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