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
QCOM
Qualcomm Inc

Technology
187
+ 1.81%
$151.94 - $175.86 $28.4K - $32.9K
10.5K $1.61M
VDE
Vanguard Energy ETF

ETFs
6
+ 0.18%
$119.14 - $132.76 $715 - $797
3.4K $440K
IWN
Ishares Russell2000 Val ETF

ETFs
1.27K
+ 10.18%
$149.27 - $169.4 $190K - $216K
13.8K $2.08M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.4K
+ 11.03%
$16.57 - $18.85 $205K - $233K
125K $2.07M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
170
+ 2.9%
$63.91 - $70.19 $10.9K - $11.9K
6.02K $405K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
158
+ 2.2%
$45.62 - $51.12 $7.21K - $8.08K
7.34K $373K
PSR
Invesco Actively

ETFs
203
+ 5.94%
$86.57 - $95.84 $17.6K - $19.5K
3.62K $334K
JPUS
Jpmorgan Diversified Return Us

ETFs
192
+ 5.58%
$111.89 - $119.08 $21.5K - $22.9K
3.63K $418K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
624
+ 0.58%
$36.63 - $37.45 $22.9K - $23.4K
108K $3.99M
PDI
Pimco Dynamic Income Fund

Financial Services
258
+ 1.89%
$18.51 - $20.05 $4.78K - $5.17K
13.9K $275K
IYF
Ishares Tr

ETFs
101
+ 1.72%
$107.69 - $119.37 $10.9K - $12.1K
5.96K $672K
PH
Parker Hannifin Corp

Industrials
90
+ 8.06%
$591.65 - $707.05 $53.2K - $63.6K
1.21K $733K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
633
+ 14.31%
$52.53 - $58.51 $33.3K - $37K
5.06K $270K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.34K
+ 11.31%
$75.03 - $97.25 $100K - $130K
13.1K $1.03M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
486
+ 6.2%
$47.03 - $47.8 $22.9K - $23.2K
8.32K $391K
KKR
Kkr & Co. Inc.

Financial Services
691
+ 35.91%
$108.17 - $167.07 $74.7K - $115K
2.62K $302K
FIW
First Trust Water ETF

ETFs
212
+ 7.42%
$99.48 - $106.74 $21.1K - $22.6K
3.07K $309K
AGNC
Agnc Investment Corp.

Real Estate
1.24K
+ 9.7%
$9.12 - $10.54 $11.3K - $13K
14K $133K
DELL
Dell Technologies Inc.

Technology
631
+ 36.04%
$90.34 - $124.66 $57K - $78.7K
2.38K $217K
UTHR
United Therapeutics Corp

Healthcare
141
+ 22.63%
$304.42 - $380.78 $42.9K - $53.7K
764 $235K
HISF
First Tr Exc Traded Fd Iv High

ETFs
262
+ 2.86%
$43.37 - $44.57 $11.4K - $11.7K
9.42K $416K
LDOS
Leidos Holdings, Inc.

Technology
222
+ 13.17%
$126.82 - $161.11 $28.2K - $35.8K
1.91K $257K
VLY
Valley National Bancorp

Financial Services
1.93K
+ 17.09%
$8.56 - $10.42 $16.5K - $20.1K
13.2K $117K
PSA
Public Storage

Real Estate
48
+ 7.08%
$288.99 - $313.98 $13.9K - $15.1K
726 $217K
NOK
Nokia Corp

Technology
13
+ 0.08%
$4.43 - $5.42 $57.6 - $70.5
16.8K $88K
OHI
Omega Healthcare Investors Inc

Real Estate
310
+ 3.38%
$35.7 - $38.33 $11.1K - $11.9K
9.49K $361K
IWR
Ishares Russell Mid Cap ETF

ETFs
552
+ 5.39%
$82.81 - $92.93 $45.7K - $51.3K
10.8K $918K
HPQ
Hp Inc

Technology
4.92K
+ 19.44%
$27.69 - $34.72 $136K - $171K
30.2K $837K
EEFT
Euronet Worldwide, Inc.

Technology
9
+ 0.34%
$94.42 - $110.06 $850 - $991
2.63K $281K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
74
+ 16.59%
$634.14 - $744.83 $46.9K - $55.1K
520 $329K
PAXS
Pimco Access Income Fund

Financial Services
60
+ 0.48%
$15.31 - $16.37 $919 - $982
12.7K $203K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
3.85K
+ 2.46%
$44.96 - $47.9 $173K - $185K
160K $7.3M
GPC
Genuine Parts CO

Consumer Cyclical
42
+ 2.06%
$115.91 - $129.02 $4.87K - $5.42K
2.08K $247K
USXF
Ishares Esg Advanced Msci Usa

Technology
1K
+ 8.24%
$46.38 - $52.65 $46.4K - $52.7K
13.1K $613K
HBAN
Huntington Bancshares Inc

Financial Services
2.2K
+ 11.01%
$14.28 - $17.39 $31.5K - $38.3K
22.2K $333K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
514
+ 4.39%
$38.92 - $41.1 $20K - $21.1K
12.2K $478K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
102
+ 1.35%
$35.54 - $49.81 $3.63K - $5.08K
7.67K $308K
FCX
Freeport Mcmoran Inc

Basic Materials
221
+ 1.66%
$34.5 - $43.01 $7.62K - $9.51K
13.6K $513K
APLT
Applied Therapeutics Inc.

Healthcare
28.7K
+ 132.19%
$0.46 - $0.94 $13.2K - $27K
50.4K $24K
VT
Vanguard Total World Stk Index

ETFs
79
+ 2.86%
$115.08 - $123.97 $9.09K - $9.79K
2.84K $329K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
527
+ 4.41%
$23.53 - $25.24 $12.4K - $13.3K
12.5K $296K
PHM
Pultegroup Inc

Consumer Cyclical
294
+ 6.94%
$101.09 - $118.51 $29.7K - $34.8K
4.53K $465K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
87
+ 0.59%
$7.89 - $8.07 $686 - $702
14.9K $118K
FNDX
Schwab Fundamental U S Large C

ETFs
168
+ 0.78%
$23.03 - $25.01 $3.87K - $4.2K
21.7K $511K
IRDM
Iridium Communications Inc.

Communication Services
1.05K
+ 6.73%
$26.87 - $32.66 $28.1K - $34.2K
16.6K $453K
QJUN
First Tr ETF
697
+ 6.16%
$26.45 - $29.15 $18.4K - $20.3K
12K $317K
HYD
Vaneck High Yield Muni ETF

ETFs
312
+ 1.51%
$50.79 - $52.53 $15.8K - $16.4K
21K $1.07M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
145
+ 1.2%
$14.27 - $15.19 $2.07K - $2.2K
12.3K $175K
Strategy Shs
189K
+ 256.27%
N/A
263K $0
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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