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
AMP
Ameriprise Financial Inc

Financial Services
21
+ 2.31%
$422.19 - $533.73 $8.87K - $11.2K
932 $497K
VXF
Vanguard Extended Market ETF

ETFs
36
+ 1.57%
$150.43 - $192.71 $5.42K - $6.94K
2.33K $448K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
137
+ 7.45%
$104.23 - $134.39 $14.3K - $18.4K
1.98K $265K
VIG
Vanguard Dividend Appreciation

ETFs
292
+ 0.31%
N/A
95.2K $17.3M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
617
+ 4.75%
$26.69 - $33.44 $16.5K - $20.6K
13.6K $447K
VOX
Vanguard Communication Service

ETFs
112
+ 7.51%
$133.12 - $171.03 $14.9K - $19.2K
1.6K $274K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
10.1K
+ 11.69%
$6.47 - $8.05 $65.4K - $81.3K
96.6K $743K
LAMR
Lamar Advertising CO

Real Estate
264
+ 10.49%
$102.35 - $121.67 $27K - $32.1K
2.78K $337K
ARES
Ares Management Corp

Financial Services
72
+ 5.11%
$118.04 - $175.83 $8.5K - $12.7K
1.48K $256K
KKR
Kkr & Co. Inc.

Financial Services
32
+ 1.22%
$92.79 - $134.29 $2.97K - $4.3K
2.65K $352K
TMUS
T Mobile Us, Inc.

Communication Services
686
+ 17.09%
$220.99 - $268.54 $152K - $184K
4.7K $1.12M
FMF
First Trust Managed Futures St

ETFs
1.73K
+ 5.35%
$44.79 - $46.43 $77.3K - $80.1K
34K $1.54M
APO
Apollo Global Management, Inc.

Financial Services
30
+ 0.35%
$108.68 - $145.07 $3.26K - $4.35K
8.68K $1.23M
CLF
Cleveland Cliffs Inc.

Basic Materials
7.25K
+ 59.99%
$5.83 - $8.88 $42.3K - $64.4K
19.3K $146K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
921
+ 8.22%
$48.5 - $49.35 $44.7K - $45.5K
12.1K $597K
NSC
Norfolk Southern Corp

Industrials
56
+ 3.23%
$206.34 - $257.46 $11.6K - $14.4K
1.79K $457K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.3K
+ 3.94%
$18.11 - $18.97 $59.7K - $62.6K
87.1K $1.64M
EBND
Spdr Bloomberg Emerging Market

ETFs
1.24K
+ 9.13%
$19.57 - $21.4 $24.3K - $26.6K
14.8K $317K
TJX
Tjx Companies Inc

Consumer Cyclical
192
+ 1.71%
$119.13 - $135.03 $22.9K - $25.9K
11.4K $1.41M
ROST
Ross Stores, Inc.

Consumer Cyclical
340
+ 17.6%
$126.62 - $154.26 $43.1K - $52.4K
2.27K $289K
ENB
Enbridge Inc

Energy
749
+ 9.63%
$41.09 - $47.16 $30.8K - $35.3K
8.53K $386K
CBOE
Cboe Global Markets, Inc.

Financial Services
21
+ 0.39%
$205.81 - $234.23 $4.32K - $4.92K
5.44K $1.27M
DFAS
Dimensional ETF Tr U S Small C

ETFs
232
+ 3.42%
$52.31 - $63.72 $12.1K - $14.8K
7.01K $446K
PEG
Public Service Enterprise Group Inc

Utilities
365
+ 6.62%
$77.13 - $84.18 $28.2K - $30.7K
5.88K $495K
KRE
Spdr S&P Regional Banking ETF

ETFs
455
+ 8.91%
$48.81 - $59.48 $22.2K - $27.1K
5.56K $330K
TGT
Target Corp

Consumer Defensive
813
+ 11.68%
$88.76 - $105.77 $72.2K - $86K
7.77K $766K
DBX
Dropbox, Inc.

Technology
552
+ 4.21%
$25.42 - $29.7 $14K - $16.4K
13.7K $390K
LYB
Lyondell Basell Industries N.V.

Basic Materials
9.97K
+ 23.21%
$53.23 - $70.65 $530K - $704K
52.9K $3.06M
SNA
Snap On Inc

Industrials
397
+ 11.8%
$292.36 - $342.2 $116K - $136K
3.76K $1.17M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.02K
+ 4.65%
$41.11 - $42.42 $42.1K - $43.4K
23K $963K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
177
+ 3.5%
$47.24 - $58.55 $8.36K - $10.4K
5.24K $306K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.19K
+ 9.73%
$24.61 - $25.89 $29.2K - $30.8K
13.4K $344K
HPQ
Hp Inc

Technology
5.4K
+ 17.87%
$21.88 - $29.32 $118K - $158K
35.6K $871K
EXC
Exelon Corp

Utilities
1.13K
+ 18.19%
$42.2 - $47.37 $47.6K - $53.5K
7.34K $318K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
430
+ 3.45%
$21.9 - $25.54 $9.42K - $11K
12.9K $329K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
76
+ 0.54%
$34.22 - $38.84 $2.6K - $2.95K
14.1K $546K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.65K
+ 11.86%
$16.93 - $17.81 $27.9K - $29.4K
15.6K $276K
FLCH
Franklin Templeton ETF Tr

ETFs
998
+ 4.01%
$17.74 - $21.96 $17.7K - $21.9K
25.9K $562K
BP
Bp PLC

Energy
2.31K
+ 23.72%
$26.11 - $33.81 $60.3K - $78.1K
12.1K $360K
VNQ
Vanguard Specialized Funds Van

ETFs
3.43K
+ 1.85%
$79.79 - $91.42 $274K - $313K
188K $16.8M
GPC
Genuine Parts CO

Consumer Cyclical
211
+ 10.16%
$105.54 - $129.09 $22.3K - $27.2K
2.29K $277K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.74K
+ 25.36%
$10.51 - $11.34 $28.8K - $31.1K
13.5K $151K
LYG
Lloyds Banking Group PLC

Financial Services
2.97K
+ 7.42%
$3.32 - $4.29 $9.87K - $12.8K
43.1K $182K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
239
+ 3.45%
$67.03 - $80.35 $16K - $19.2K
7.16K $571K
EIX
Edison International

Utilities
1.37K
+ 23.8%
$48.32 - $59.92 $66.2K - $82.1K
7.13K $367K
EWJ
Ishares Msci Japan ETF

ETFs
3
+ 0.07%
$61.32 - $75.28 $184 - $226
4.17K $312K
VPU
Vanguard Utilities ETF

ETFs
93
+ 6.79%
$158.36 - $178.82 $14.7K - $16.6K
1.46K $258K
VDC
Vanguard Consumer Staples ETF

ETFs
111
+ 2.25%
$204.89 - $224.73 $22.7K - $24.9K
5.03K $1.1M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.97K
+ 12.2%
$19.12 - $22.36 $37.6K - $44K
18.1K $386K
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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