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
C
Citigroup Inc

Financial Services
85
+ 0.48%
$58.13 - $85.12 $4.94K - $7.24K
17.7K $1.5M
EMR
Emerson Electric CO

Industrials
1.28K
+ 36.7%
$94.15 - $133.33 $121K - $171K
4.77K $636K
FTNT
Fortinet, Inc.

Technology
663
+ 3.44%
$84.71 - $108.69 $56.2K - $72.1K
19.9K $2.11M
NEE
Nextera Energy Inc

Utilities
4.33K
+ 12.46%
$64.11 - $75.0 $277K - $325K
39.1K $2.71M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
3.71K
+ 0.6%
$23.33 - $24.01 $86.6K - $89.1K
620K $14.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
507
+ 19.2%
$216.28 - $284.39 $110K - $144K
3.15K $895K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.16K
+ 4.12%
$47.09 - $48.01 $196K - $200K
105K $5.05M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.84K
+ 17.07%
$74.88 - $91.97 $138K - $169K
12.6K $1.16M
ACHR
Archer Aviation Inc.

Industrials
14.5K
+ 63.52%
$6.2 - $13.3 $89.9K - $193K
37.3K $405K
LLY
Eli Lilly & CO

Healthcare
1.06K
+ 8.34%
$713.71 - $898.95 $759K - $956K
13.8K $10.8M
CSX
Csx Corp

Industrials
3.06K
+ 7.15%
$26.69 - $32.91 $81.6K - $101K
45.8K $1.5M
PH
Parker Hannifin Corp

Industrials
179
+ 14.83%
$517.23 - $700.54 $92.6K - $125K
1.39K $968K
SO
Southern CO

Utilities
2.58K
+ 11.51%
$84.91 - $92.56 $219K - $239K
25K $2.3M
MCD
Mcdonalds Corp

Consumer Cyclical
1.55K
+ 14.19%
$285.55 - $321.23 $442K - $497K
12.5K $3.64M
JCI
Johnson Controls International PLC

Industrials
274
+ 3.46%
$71.14 - $105.62 $19.5K - $28.9K
8.19K $865K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.08K
+ 8.21%
$39.34 - $40.41 $239K - $246K
80.1K $3.21M
CAH
Cardinal Health Inc

Healthcare
167
+ 2.51%
$125.0 - $168.0 $20.9K - $28.1K
6.81K $1.14M
DFUS
Dimensional ETF Tr U S Equity

ETFs
745
+ 2.75%
$53.65 - $67.02 $40K - $49.9K
27.9K $1.87M
JOBY
Joby Aviation, Inc.

Industrials
16K
+ 130.22%
$5.33 - $10.55 $85.2K - $169K
28.2K $298K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.21K
+ 37.03%
$32.11 - $38.21 $167K - $199K
19.3K $732K
PRIM
Primoris Services Corp

Industrials
301
+ 3.18%
$52.66 - $80.05 $15.9K - $24.1K
9.76K $760K
GILD
Gilead Sciences, Inc.

Healthcare
2.26K
+ 7.64%
$96.91 - $113.0 $219K - $255K
31.8K $3.52M
LHX
L3 Harris Technologies, Inc.

Industrials
213
+ 5.45%
$200.21 - $256.99 $42.6K - $54.7K
4.12K $1.03M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.56K
+ 23.64%
$27.46 - $33.2 $125K - $151K
23.8K $791K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.74K
+ 24.0%
$41.45 - $54.46 $114K - $149K
14.2K $737K
FIW
First Trust Water ETF

ETFs
1.75K
+ 56.92%
$90.26 - $108.05 $158K - $189K
4.82K $520K
XLV
Select Sector Spdr Fund Health

ETFs
3.2K
+ 16.12%
$128.77 - $144.3 $412K - $462K
23K $3.11M
MRVL
Marvell Technology, Inc.

Technology
840
+ 9.42%
$49.38 - $79.97 $41.5K - $67.2K
9.76K $755K
CHTR
Charter Communications, Inc.

Communication Services
89
+ 2.11%
$321.68 - $427.25 $28.6K - $38K
4.3K $1.76M
UI
Ubiquiti Inc.

Technology
296
+ 37.52%
$273.45 - $456.69 $80.9K - $135K
1.09K $446K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.45K
+ 89.71%
$45.07 - $52.57 $200K - $234K
9.4K $459K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.57K
+ 4.16%
$89.58 - $95.01 $141K - $149K
39.3K $3.74M
RYLD
Global X Fds Russell 2000 Cove

ETFs
14.1K
+ 26.06%
$13.37 - $15.25 $189K - $215K
68.2K $1.02M
CASY
Caseys General Stores Inc

Consumer Cyclical
176
+ 12.55%
$415.82 - $510.91 $73.2K - $89.9K
1.58K $805K
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.03K
+ 7.52%
$45.9 - $56.06 $93.1K - $114K
29K $1.63M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.56K
+ 4.72%
$22.54 - $23.17 $193K - $198K
190K $4.37M
ROK
Rockwell Automation, Inc

Industrials
327
+ 28.17%
$218.97 - $332.17 $71.6K - $109K
1.49K $494K
DFAX
Dimensional ETF Tr
340
+ 0.58%
$23.37 - $29.39 $7.95K - $9.99K
58.5K $1.72M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.65K
+ 27.37%
$18.94 - $21.67 $183K - $209K
44.9K $950K
CI
Cigna Corp

Healthcare
576
+ 49.27%
$301.89 - $340.04 $174K - $196K
1.75K $576K
FCX
Freeport Mcmoran Inc

Basic Materials
2.65K
+ 19.54%
$29.15 - $44.46 $77.2K - $118K
16.2K $702K
WFC
Wells Fargo & Company

Financial Services
782
+ 5.23%
$60.98 - $80.12 $47.7K - $62.7K
15.7K $1.26M
FITB
Fifth Third Bancorp

Financial Services
4.13K
+ 48.18%
$33.32 - $41.51 $138K - $172K
12.7K $522K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.13K
+ 26.23%
$47.29 - $53.34 $148K - $167K
15.1K $792K
SPTL
Spdr Portfolio Long Term Treas

ETFs
10K
+ 8.34%
$25.48 - $27.78 $255K - $278K
130K $3.45M
PFFV
Global X Variable Rate Preferr

Technology
8.67K
+ 55.37%
$22.41 - $23.43 $194K - $203K
24.3K $554K
PLD
Prologis, Inc.

Real Estate
2.12K
+ 32.1%
$89.76 - $112.34 $190K - $238K
8.71K $915K
SPGI
S&P Global Inc.

Financial Services
274
+ 15.47%
$438.31 - $527.29 $120K - $144K
2.05K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
703
+ 31.82%
$217.22 - $246.25 $153K - $173K
2.91K $707K
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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