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
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
2.28K
+ 19.73%
$52.26 - $53.83 $119K - $123K
13.8K $735K
DUK
Duke Energy Corp

Utilities
1.33K
+ 11.97%
$112.46 - $124.05 $149K - $164K
12.4K $1.46M
MPC
Marathon Petroleum Corp

Energy
206
+ 5.41%
$118.55 - $170.08 $24.4K - $35K
4.02K $667K
ISCG
Ishares Morningstar Small Cap

ETFs
889
+ 6.45%
$39.44 - $49.76 $35.1K - $44.2K
14.7K $729K
ET
Energy Transfer LP

Energy
7.24K
+ 14.95%
$15.65 - $18.93 $113K - $137K
55.7K $1.01M
GPS
Gap Inc

Consumer Cyclical
5.26K
+ 8.67%
N/A
65.9K $1.33M
VFH
Vanguard Financial ETF

ETFs
231
+ 2.38%
$104.87 - $127.3 $24.2K - $29.4K
9.92K $1.26M
DLR
Digital Realty Trust, Inc.

Real Estate
352
+ 25.14%
$136.11 - $177.69 $47.9K - $62.5K
1.75K $305K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
2.26K
+ 36.14%
$33.19 - $40.78 $75K - $92.2K
8.51K $338K
AMCR
Amcor PLC

Consumer Cyclical
20.6K
+ 12.2%
$8.57 - $9.81 $176K - $202K
189K $1.74M
PRU
Prudential Financial Inc

Financial Services
1.56K
+ 9.97%
$95.12 - $112.71 $148K - $175K
17.2K $1.84M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.14K
+ 31.22%
$107.83 - $119.94 $122K - $136K
4.77K $514K
OMFL
Invesco Exchange Traded Self I

ETFs
369
+ 2.09%
$48.43 - $57.78 $17.9K - $21.3K
18K $1.04M
LNTH
Lantheus Holdings, Inc.

Healthcare
4.32K
+ 26.84%
$73.86 - $108.74 $319K - $469K
20.4K $1.67M
VLO
Valero Energy Corp

Energy
588
+ 10.41%
$104.69 - $141.77 $61.6K - $83.4K
6.23K $837K
NOC
Northrop Grumman Corp

Industrials
315
+ 5.85%
$456.3 - $540.39 $144K - $170K
5.7K $2.85M
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.94K
+ 20.55%
$43.4 - $44.71 $84K - $86.5K
11.4K $507K
DRIV
Global X Fds Global X Autonomo

ETFs
1.95K
+ 9.83%
$17.75 - $23.51 $34.5K - $45.8K
21.7K $506K
SIVR
Abrdn Silver ETF Trust

ETFs
1.8K
+ 14.12%
$28.36 - $35.37 $51.1K - $63.7K
14.6K $501K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
179
+ 7.31%
$113.67 - $150.4 $20.3K - $26.9K
2.63K $395K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.56K
+ 1.23%
$49.79 - $50.75 $77.7K - $79.2K
129K $6.53M
ABC
Amerisourcebergen Corp

Healthcare
454
+ 8.04%
N/A
6.1K $1.13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
256
+ 49.23%
$483.07 - $625.6 $124K - $160K
776 $407K
EMHC
Spdr Bloomberg Emerging Market
2.74K
+ 13.29%
$23.06 - $24.61 $63.1K - $67.4K
23.3K $574K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
515
+ 9.63%
$65.84 - $80.81 $33.9K - $41.6K
5.86K $469K
DRI
Darden Restaurants Inc

Consumer Cyclical
283
+ 24.78%
$186.58 - $225.78 $52.8K - $63.9K
1.43K $310K
PNC
Pnc Financial Services Group, Inc.

Financial Services
202
+ 6.13%
$149.76 - $186.42 $30.3K - $37.7K
3.5K $651K
AME
Ametek Inc

Industrials
274
+ 9.99%
$151.41 - $182.75 $41.5K - $50.1K
3.02K $545K
MAR
Marriott International Inc

Consumer Cyclical
30
+ 1.64%
$211.12 - $274.14 $6.33K - $8.22K
1.86K $508K
MET
Metlife Inc

Financial Services
888
+ 8.33%
$68.42 - $82.49 $60.8K - $73.3K
11.6K $928K
SRE
Sempra Energy

Utilities
246
+ 2.1%
$63.78 - $78.91 $15.7K - $19.4K
12K $907K
ABNB
Airbnb, Inc.

Consumer Cyclical
320
+ 14.05%
$105.69 - $140.64 $33.8K - $45K
2.6K $343K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.9K
+ 5.07%
$48.13 - $49.85 $91.4K - $94.6K
39.3K $1.93M
WRB
Berkley W R Corp

Financial Services
807
+ 17.0%
$64.28 - $75.17 $51.9K - $60.7K
5.55K $407K
HBAN
Huntington Bancshares Inc

Financial Services
1.82K
+ 8.17%
$12.49 - $16.76 $22.7K - $30.4K
24K $402K
WPM
Wheaton Precious Metals Corp.

Basic Materials
354
+ 12.67%
$70.56 - $92.75 $25K - $32.8K
3.15K $282K
FDVV
Fidelity High Dividend ETF

ETFs
1.05K
+ 22.97%
$43.6 - $52.02 $46K - $54.8K
5.64K $293K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.5K
+ 4.45%
$83.97 - $92.85 $210K - $232K
58.7K $5.18M
BLDR
Builders First Source, Inc.

Industrials
810
+ 21.45%
$105.63 - $131.12 $85.6K - $106K
4.59K $535K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
3.33K
+ 9.18%
$18.83 - $19.22 $62.7K - $64K
39.6K $758K
VONV
Vanguard Russell 1000 Value Et

ETFs
453
+ 5.65%
$73.19 - $85.21 $33.2K - $38.6K
8.47K $721K
UGI
Ugi Corp

Utilities
1.06K
+ 15.93%
$30.18 - $36.59 $31.9K - $38.6K
7.69K $279K
TFC
Truist Financial Corp

Financial Services
922
+ 8.73%
$34.79 - $42.99 $32.1K - $39.6K
11.5K $493K
VRT
Vertiv Holdings CO

Industrials
684
+ 22.69%
N/A
3.7K $320K
OPCH
Option Care Health, Inc.

Healthcare
4.91K
+ 12.03%
$30.69 - $34.95 $151K - $172K
45.8K $1.49M
QAI
Iq Hedge Multi Strategy Compos

ETFs
1.2K
+ 6.18%
$29.76 - $32.32 $35.6K - $38.7K
20.6K $664K
RSG
Republic Services, Inc.

Industrials
161
+ 4.19%
$227.2 - $258.07 $36.6K - $41.5K
4.01K $988K
CVS
Cvs Health Corp

Healthcare
693
+ 10.22%
$60.04 - $70.18 $41.6K - $48.6K
7.47K $515K
ADI
Analog Devices Inc

Technology
78
+ 7.59%
$164.6 - $238.02 $12.8K - $18.6K
1.11K $263K
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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