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
HYMU
Blackrock ETF Tr Ii High Yield
7.34K
+ 36.33%
N/A
27.6K $632K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.82K
+ 6.37%
$22.68 - $23.28 $155K - $159K
114K $2.65M
UPRO
Proshares Trust Proshares Ultr

ETFs
995
+ 22.76%
$50.65 - $91.44 $50.4K - $91K
5.37K $490K
IXN
Ishares Global Information Tec

ETFs
13
+ 0.13%
$65.81 - $92.34 $856 - $1.2K
9.95K $919K
VV
Vanguard Large Cap ETF

ETFs
423
+ 26.87%
$228.25 - $285.3 $96.5K - $121K
2K $569K
KR
Kroger CO

Consumer Defensive
1.82K
+ 21.79%
$64.62 - $74.0 $117K - $134K
10.1K $727K
ITA
Ishares Tr

ETFs
210
+ 6.18%
$135.31 - $188.64 $28.4K - $39.6K
3.61K $680K
GD
General Dynamics Corp

Industrials
342
+ 10.86%
$247.68 - $291.66 $84.7K - $99.7K
3.49K $1.02M
QTEC
First Trust Nasdaq 100 Technol

ETFs
209
+ 7.23%
$149.56 - $212.83 $31.3K - $44.5K
3.1K $659K
WM
Waste Management Inc

Industrials
746
+ 15.69%
$216.47 - $242.1 $161K - $181K
5.5K $1.26M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
3.44K
+ 37.19%
$37.32 - $42.19 $128K - $145K
12.7K $535K
MGK
Vanguard Mega Cap Growth ETF

ETFs
200
+ 14.01%
$273.67 - $366.17 $54.7K - $73.2K
1.63K $596K
RF
Regions Financial Corp

Financial Services
3.33K
+ 8.1%
$18.34 - $23.52 $61K - $78.3K
44.4K $1.04M
PAYX
Paychex Inc

Industrials
2.18K
+ 11.62%
$137.01 - $159.78 $299K - $349K
21K $3.05M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
8.37K
+ 19.32%
$19.78 - $21.29 $165K - $178K
51.7K $1.07M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
7.7K
+ 27.48%
$20.16 - $23.26 $155K - $179K
35.7K $778K
AEE
Ameren Corp

Utilities
1.8K
+ 32.43%
$94.23 - $101.68 $170K - $183K
7.35K $705K
SOUN
Soundhound Ai, Inc.

Technology
9.33K
+ 53.19%
$7.18 - $11.76 $67K - $110K
26.9K $288K
SOXX
Ishares Semiconductor ETF

ETFs
230
+ 12.76%
$154.86 - $239.07 $35.6K - $55K
2.03K $485K
DGRO
Ishares Core Dividend Growth E

ETFs
1.38K
+ 5.32%
$55.22 - $63.94 $76.4K - $88.5K
27.4K $1.75M
BRO
Brown & Brown, Inc.

Financial Services
1.63K
+ 58.84%
$104.48 - $124.43 $170K - $202K
4.39K $486K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
330
+ 1.82%
$53.69 - $67.27 $17.7K - $22.2K
18.5K $1.24M
AIQ
Global X Funds Global X Artifi

ETFs
1.23K
+ 9.98%
$31.5 - $43.69 $38.7K - $53.7K
13.5K $591K
FOXA
Fox Corp

Communication Services
2.72K
+ 14.07%
$47.21 - $57.04 $128K - $155K
22K $1.23M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
289
+ 0.95%
$30.87 - $39.17 $8.92K - $11.3K
30.7K $1.2M
CME
Cme Group Inc.

Financial Services
174
+ 1.99%
$252.37 - $290.71 $43.9K - $50.6K
8.92K $2.46M
EEM
Ishares Msci Emerging Markets

ETFs
580
+ 2.39%
$38.52 - $48.28 $22.3K - $28K
24.9K $1.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.26K
+ 37.75%
$57.46 - $75.58 $72.4K - $95.2K
4.6K $347K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.3K
+ 10.96%
$23.4 - $29.68 $53.9K - $68.3K
23.3K $691K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.38K
+ 4.35%
$44.64 - $47.48 $106K - $113K
57.1K $2.71M
GLW
Corning Inc

Technology
973
+ 8.57%
$39.07 - $52.59 $38K - $51.2K
12.3K $648K
CRK
Comstock Resources Inc

Energy
1.49K
+ 12.51%
$17.12 - $30.74 $25.6K - $45.9K
13.4K $371K
VLUE
Ishares Msci Usa Value Factor

ETFs
541
+ 5.26%
$93.5 - $113.21 $50.6K - $61.2K
10.8K $1.23M
IXC
Ishares Tr Global Energy ETF

ETFs
4.51K
+ 25.64%
$34.69 - $42.32 $156K - $191K
22.1K $867K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
932
+ 15.59%
$121.58 - $136.74 $113K - $127K
6.91K $938K
KMB
Kimberly Clark Corp

Consumer Defensive
2.5K
+ 16.89%
$126.84 - $145.22 $317K - $363K
17.3K $2.23M
CSWC
Capital Southwest Corp

Financial Services
6.86K
+ 7.45%
$17.99 - $22.44 $123K - $154K
98.9K $2.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.38K
+ 46.88%
$19.1 - $23.83 $83.6K - $104K
13.7K $326K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.23K
+ 11.17%
$107.93 - $110.97 $133K - $137K
12.3K $1.35M
PINS
Pinterest, Inc.

Communication Services
2.3K
+ 26.6%
$24.21 - $35.95 $55.7K - $82.7K
10.9K $392K
DGX
Quest Diagnostics Inc

Healthcare
898
+ 14.01%
N/A
7.31K $1M
IWD
Ishares Russell 1000 Val ETF

ETFs
431
+ 6.65%
$166.82 - $194.23 $71.9K - $83.7K
6.91K $1.34M
CTVA
Corteva, Inc.

Basic Materials
553
+ 7.91%
$55.52 - $74.53 $30.7K - $41.2K
7.55K $562K
DHR
Danaher Corp

Healthcare
677
+ 38.58%
$174.64 - $205.16 $118K - $139K
2.43K $480K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.19K
+ 33.49%
$100.35 - $100.71 $119K - $120K
4.74K $477K
FVD
First Tr Value Line Divid Inde

ETFs
2.58K
+ 16.58%
$40.62 - $45.12 $105K - $116K
18.1K $811K
WEC
Wec Energy Group, Inc.

Utilities
1.32K
+ 32.24%
$102.24 - $109.76 $135K - $145K
5.41K $563K
LDOS
Leidos Holdings, Inc.

Technology
449
+ 23.53%
$132.9 - $160.3 $59.7K - $72K
2.36K $371K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.21K
+ 8.8%
$19.6 - $24.44 $43.3K - $54K
27.3K $668K
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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