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
BEN
Franklin Resources Inc

Financial Services
8.04K
+ 21.85%
$18.92 - $22.24 $152K - $179K
44.8K $863K
ELV
Elevance Health, Inc.

Healthcare
79
+ 6.33%
$365.9 - $436.25 $28.9K - $34.5K
1.33K $577K
ARCC
Ares Capital Corp

Financial Services
3.23K
+ 2.09%
$21.28 - $23.81 $68.6K - $76.8K
158K $3.5M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
4.73K
+ 15.01%
$18.46 - $19.19 $87.4K - $90.8K
36.3K $696K
TFC
Truist Financial Corp

Financial Services
3.14K
+ 42.22%
$39.48 - $48.15 $124K - $151K
10.6K $434K
NTRS
Northern Trust Corp

Financial Services
1.21K
+ 49.13%
$96.09 - $113.81 $117K - $138K
3.68K $363K
LQD
Ishares Iboxx $ Investment Gra

ETFs
582
+ 2.34%
$105.1 - $109.61 $61.2K - $63.8K
25.5K $2.77M
ISRG
Intuitive Surgical Inc

Healthcare
486
+ 9.75%
$476.63 - $610.45 $232K - $297K
5.47K $2.71M
CASY
Caseys General Stores Inc

Consumer Cyclical
140
+ 11.09%
$378.71 - $442.54 $53K - $62K
1.4K $608K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.4K
+ 37.01%
$64.47 - $70.13 $90.3K - $98.2K
5.18K $351K
AMT
American Tower Corp

Real Estate
75
+ 2.88%
$173.46 - $217.6 $13K - $16.3K
2.68K $582K
NRG
Nrg Energy, Inc.

Utilities
910
+ 26.52%
$84.82 - $113.33 $77.2K - $103K
4.34K $414K
URA
Global X Uranium ETF

ETFs
6.84K
+ 49.49%
$22.92 - $30.98 $157K - $212K
20.7K $473K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.37K
+ 13.25%
$67.03 - $74.61 $159K - $177K
20.2K $1.38M
FNF
Fidelity National Financial, Inc.

Financial Services
61
+ 0.58%
$54.25 - $65.27 $3.31K - $3.98K
10.6K $690K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
102
+ 2.89%
$88.0 - $115.5 $8.98K - $11.8K
3.64K $414K
WFC
Wells Fargo & Company

Financial Services
1.06K
+ 7.62%
$66.78 - $81.42 $70.7K - $86.2K
15K $1.07M
DNP
Dnp Select Income Fund Inc

Financial Services
7.71K
+ 38.15%
$8.93 - $9.92 $68.8K - $76.5K
27.9K $276K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.17K
+ 18.24%
$34.83 - $37.52 $75.6K - $81.5K
14.1K $510K
IEFA
Ishares Tr

ETFs
163
+ 1.04%
$69.57 - $78.65 $11.3K - $12.8K
15.8K $1.2M
TPL
Texas Pacific Land Corp

Energy
36
+ 16.07%
$1180.08 - $1431.01 $42.5K - $51.5K
260 $344K
PLD
Prologis, Inc.

Real Estate
518
+ 8.53%
$103.59 - $124.04 $53.7K - $64.3K
6.59K $736K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
801
+ 2.14%
$81.83 - $82.73 $65.5K - $66.3K
38.3K $3.17M
BR
Broadridge Financial Solutions, Inc.

Technology
251
+ 12.82%
$221.46 - $244.83 $55.6K - $61.5K
2.21K $535K
SNA
Snap On Inc

Industrials
291
+ 9.47%
$324.09 - $358.62 $94.3K - $104K
3.36K $1.13M
BDX
Becton Dickinson & CO

Healthcare
362
+ 13.76%
$222.79 - $249.08 $80.6K - $90.2K
2.99K $685K
ETN
Eaton Corp PLC

Industrials
806
+ 36.96%
$271.83 - $371.23 $219K - $299K
2.99K $811K
IR
Ingersoll Rand Inc.

Industrials
1.64K
+ 39.1%
$79.44 - $94.23 $130K - $154K
5.82K $466K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.46K
+ 23.18%
$18.36 - $20.51 $63.4K - $70.9K
18.4K $363K
ETSY
Etsy Inc

Consumer Cyclical
2.33K
+ 55.43%
$44.4 - $57.29 $103K - $133K
6.53K $308K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.97K
+ 40.48%
$27.56 - $32.1 $109K - $127K
13.8K $387K
BX
Blackstone Inc.

Financial Services
4.8K
+ 26.71%
$136.53 - $186.74 $655K - $896K
22.8K $3.18M
MET
Metlife Inc

Financial Services
1.21K
+ 12.79%
$77.7 - $87.0 $93.9K - $105K
10.7K $856K
MU
Micron Technology Inc

Technology
459
+ 2.98%
$86.89 - $109.38 $39.9K - $50.2K
15.8K $1.38M
XEL
Xcel Energy Inc

Utilities
829
+ 12.48%
$63.37 - $72.1 $52.5K - $59.8K
7.47K $529K
SEIC
Sei Investments CO

Financial Services
1.22K
+ 41.73%
$72.08 - $86.58 $88.1K - $106K
4.15K $322K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
776
+ 27.94%
$100.34 - $100.68 $77.9K - $78.1K
3.55K $357K
PSX
Phillips 66

Energy
328
+ 8.21%
$113.93 - $131.55 $37.4K - $43.1K
4.33K $534K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.66K
+ 6.32%
$30.35 - $33.16 $50.2K - $54.9K
27.8K $889K
AME
Ametek Inc

Industrials
544
+ 24.75%
$170.39 - $190.43 $92.7K - $104K
2.74K $472K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.25K
+ 10.66%
$26.71 - $31.58 $33.5K - $39.6K
13K $394K
SCHW
Schwab Charles Corp

Financial Services
673
+ 12.11%
$71.24 - $83.64 $47.9K - $56.3K
6.23K $487K
FTSL
First Trust Senior Ln Fund

ETFs
1.71K
+ 30.55%
$45.65 - $46.48 $78K - $79.4K
7.3K $333K
VONV
Vanguard Russell 1000 Value Et

ETFs
771
+ 10.64%
$80.21 - $86.14 $61.8K - $66.4K
8.02K $661K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.13K
+ 5.23%
$30.73 - $32.26 $127K - $133K
83K $2.55M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
529
+ 66.37%
$283.06 - $421.16 $150K - $223K
1.33K $375K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.85K
+ 7.36%
$50.93 - $57.24 $94.3K - $106K
27K $1.43M
CAT
Caterpillar Inc

Industrials
1.02K
+ 12.51%
$326.75 - $407.63 $334K - $417K
9.19K $3.03M
ITA
Ishares Tr

ETFs
286
+ 9.19%
$144.84 - $159.5 $41.4K - $45.6K
3.4K $520K
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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