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
CROX
Crocs, Inc.

Consumer Cyclical
701
+ 24.7%
$88.83 - $112.59 $62.3K - $78.9K
3.54K $375K
AEE
Ameren Corp

Utilities
29
+ 0.53%
$86.87 - $103.67 $2.52K - $3.01K
5.55K $557K
NET
Cloudflare, Inc.

Technology
255
+ 3.65%
$110.71 - $176.5 $28.2K - $45K
7.24K $815K
VV
Vanguard Large Cap ETF

ETFs
311
+ 24.62%
$253.32 - $282.66 $78.8K - $87.9K
1.57K $404K
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.55K
+ 21.8%
$46.03 - $49.45 $71.1K - $76.4K
8.63K $402K
CMI
Cummins Inc

Industrials
302
+ 31.26%
$312.92 - $386.07 $94.5K - $117K
1.27K $397K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4
+ 0.02%
$40.34 - $45.45 $161 - $182
17.2K $761K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.93K
+ 11.89%
$59.79 - $67.15 $115K - $129K
18.1K $1.1M
JCI
Johnson Controls International PLC

Industrials
653
+ 8.99%
$76.12 - $90.6 $49.7K - $59.2K
7.92K $634K
VIG
Vanguard Dividend Appreciation

ETFs
330
+ 0.35%
N/A
94.9K $17.3M
HTCR
Heart Core Enterprises, Inc.

Technology
142K
+ 330.64%
$0.75 - $2.65 $106K - $376K
185K $138K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
442
+ 7.44%
$196.12 - $229.48 $86.7K - $101K
6.38K $1.29M
IEV
Ishares Tr Europe ETF

ETFs
348
+ 5.4%
$51.89 - $60.68 $18.1K - $21.1K
6.79K $395K
FDL
First Tr Morningstar Dividend

ETFs
34
+ 0.19%
$39.69 - $43.83 $1.35K - $1.49K
17.8K $773K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.97K
+ 10.37%
$25.35 - $27.46 $50K - $54.2K
21K $555K
PEG
Public Service Enterprise Group Inc

Utilities
823
+ 17.54%
$78.2 - $90.39 $64.4K - $74.4K
5.52K $453K
QAI
Iq Hedge Multi Strategy Compos

ETFs
1.85K
+ 10.56%
$31.16 - $32.27 $57.6K - $59.7K
19.4K $606K
NVS
Novartis Ag

Healthcare
197
+ 8.64%
$97.14 - $115.57 $19.1K - $22.8K
2.48K $276K
BDCZ
Ubs Ag

ETFs
2.94K
+ 11.15%
$18.66 - $20.42 $54.8K - $60K
29.3K $564K
OKE
Oneok Inc

Energy
761
+ 4.2%
$89.57 - $109.85 $68.2K - $83.6K
18.9K $1.87M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
684
+ 10.1%
$58.32 - $65.09 $39.9K - $44.5K
7.46K $448K
NSC
Norfolk Southern Corp

Industrials
209
+ 13.72%
$227.69 - $259.76 $47.6K - $54.3K
1.73K $410K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.64K
+ 11.32%
$20.83 - $23.69 $34.2K - $38.9K
16.1K $361K
CRM
Salesforce, Inc.

Technology
2.4K
+ 26.69%
$268.36 - $359.95 $644K - $864K
11.4K $3.06M
LYG
Lloyds Banking Group PLC

Financial Services
1.77K
+ 4.63%
$2.58 - $3.9 $4.57K - $6.91K
40.1K $153K
PPL
Ppl Corp

Utilities
302
+ 2.98%
$31.68 - $36.11 $9.57K - $10.9K
10.4K $376K
SMMT
Summit Therapeutics Inc.

Healthcare
974
+ 4.82%
$16.65 - $23.76 $16.2K - $23.1K
21.2K $408K
FITB
Fifth Third Bancorp

Financial Services
1.76K
+ 25.87%
$37.48 - $44.96 $66.1K - $79.3K
8.58K $336K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.22K
+ 14.7%
$21.75 - $24.28 $70.1K - $78.2K
25.1K $554K
HYDB
Ishares Tr Edge High Yield Def

ETFs
872
+ 1.62%
$46.82 - $47.8 $40.8K - $41.7K
54.8K $2.58M
COF
Capital One Financial Corp

Financial Services
217
+ 4.63%
$163.87 - $209.82 $35.6K - $45.5K
4.9K $879K
ZS
Zscaler, Inc.

Technology
4
+ 0.17%
$181.66 - $216.87 $727 - $867
2.39K $475K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
504
+ 11.32%
$48.65 - $53.06 $24.5K - $26.7K
4.96K $257K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
352
+ 3.04%
$48.13 - $51.78 $16.9K - $18.2K
11.9K $607K
LVHI
Franklin International Low Vol

ETFs
70
+ 0.34%
$30.53 - $32.85 $2.14K - $2.3K
21K $678K
LHX
L3 Harris Technologies, Inc.

Industrials
211
+ 5.71%
$194.65 - $222.86 $41.1K - $47K
3.91K $817K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
548
+ 4.78%
$45.92 - $47.58 $25.2K - $26.1K
12K $570K
AUSF
Global X Fds Adaptive U S Fact

ETFs
62
+ 0.29%
$41.68 - $43.97 $2.58K - $2.73K
21.2K $927K
MOS
Mosaic CO

Basic Materials
620
+ 7.38%
$23.08 - $28.8 $14.3K - $17.9K
9.02K $243K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
11.1K
+ 14.76%
$7.72 - $9.45 $85.8K - $105K
86.5K $692K
GLW
Corning Inc

Technology
1.17K
+ 11.5%
$44.91 - $54.25 $52.6K - $63.5K
11.4K $519K
HDV
Ishares Core High Dividend ETF

ETFs
113
+ 4.75%
$110.86 - $121.12 $12.5K - $13.7K
2.49K $302K
VRT
Vertiv Holdings CO

Industrials
399
+ 15.25%
N/A
3.02K $261K
JBBB
Janus Detroit Str Tr Henderson

ETFs
763
+ 13.59%
$48.34 - $49.66 $36.9K - $37.9K
6.38K $310K
SLB
Schlumberger Limited

Energy
335
+ 6.3%
$38.4 - $43.74 $12.9K - $14.7K
5.66K $236K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
130
+ 0.57%
$46.86 - $50.66 $6.09K - $6.59K
23K $1.11M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5
+ 0.06%
$42.3 - $53.69 $212 - $268
7.9K $411K
VEU
Vanguard Ftse All World Ex Us

ETFs
237
+ 4.78%
$56.51 - $62.98 $13.4K - $14.9K
5.19K $314K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
2.49K
+ 9.39%
$14.31 - $15.69 $35.6K - $39.1K
29K $419K
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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