Creative One Wealth, LLC New Holdings in Q1 2025

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPV
Invesco Exchange Traded Fd Tr

ETFs
46.3K
New
$89.33 - $95.17 $4.14M - $4.41M
46.3K $4.28M
OXY
Occidental Petroleum Corp

Energy
51.5K
New
$45.45 - $52.7 $2.34M - $2.71M
51.5K $2.54M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
32.2K
New
$73.27 - $96.21 $2.36M - $3.1M
32.2K $2.36M
CSWC
Capital Southwest Corp

Financial Services
92K
New
$21.69 - $23.81 $2M - $2.19M
92K $2.05M
VTC
Vanguard Scottsdale Fds Total

ETFs
23.9K
New
$74.74 - $77.39 $1.79M - $1.85M
23.9K $1.84M
THC
Tenet Healthcare Corp

Healthcare
9.95K
New
$119.51 - $144.98 $1.19M - $1.44M
9.95K $1.34M
GPS
Gap Inc

Consumer Cyclical
60.7K
New
N/A
60.7K $1.22M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
26K
New
$39.53 - $46.13 $1.03M - $1.2M
26K $1.15M
FNDF
Schwab Fundamental Intl Large

ETFs
26.3K
New
$32.9 - $37.45 $864K - $984K
26.3K $949K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
40.5K
New
$21.73 - $23.02 $880K - $933K
40.5K $914K
YLD
Principal Exchange Traded Fds

ETFs
39.1K
New
$19.03 - $19.51 $744K - $763K
39.1K $745K
VRIG
Invesco Actively Managed ETF F

ETFs
27.6K
New
$25.06 - $25.19 $691K - $695K
27.6K $691K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
28K
New
$21.48 - $22.98 $602K - $644K
28K $630K
TPYP
Managed Portfolio Ser Tortoise

ETFs
16.6K
New
$34.32 - $37.26 $568K - $617K
16.6K $602K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
8.95K
New
$60.05 - $72.21 $538K - $646K
8.95K $561K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.2K
New
$48.31 - $49.23 $541K - $552K
11.2K $550K
OKTA
Okta, Inc.

Technology
4.88K
New
$78.83 - $116.72 $385K - $570K
4.88K $513K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10.5K
New
$47.25 - $67.02 $498K - $707K
10.5K $501K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.24K
New
$67.24 - $84.27 $487K - $610K
7.24K $493K
NNI
Nelnet Inc

Financial Services
4.44K
New
$102.92 - $122.39 $457K - $544K
4.44K $492K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.22K
New
$65.27 - $71.18 $471K - $514K
7.22K $478K
HYMU
Blackrock ETF Tr Ii High Yield
20.2K
New
$22.43 - $23.19 $453K - $469K
20.2K $464K
DASH
Door Dash, Inc.

Communication Services
2.31K
New
$168.37 - $213.38 $388K - $492K
2.31K $421K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
4.46K
New
$92.03 - $93.95 $410K - $419K
4.46K $411K
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.78K
New
$58.81 - $68.2 $399K - $462K
6.78K $404K
LCID
Lucid Group, Inc.

Consumer Cyclical
164K
New
$2.03 - $3.48 $333K - $572K
164K $397K
JLL
Jones Lang Lasalle Inc

Real Estate
1.52K
New
$238.0 - $284.76 $362K - $433K
1.52K $376K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.2K
New
$157.11 - $206.52 $345K - $453K
2.2K $368K
HOOD
Robinhood Markets, Inc.

Technology
7.93K
New
$35.63 - $65.28 $283K - $518K
7.93K $330K
DOCS
Doximity, Inc.

Healthcare
5.45K
New
$49.71 - $83.14 $271K - $453K
5.45K $316K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
6.43K
New
$44.87 - $56.71 $288K - $364K
6.43K $312K
KIE
Spdr S&P Insurance ETF

ETFs
5.1K
New
$54.24 - $60.81 $276K - $310K
5.1K $308K
QDPL
Pacer Fds Tr Metaurus Us Large
8.24K
New
$36.5 - $40.04 $301K - $330K
8.24K $301K
KRE
Spdr S&P Regional Banking ETF

ETFs
5.11K
New
$55.11 - $65.5 $281K - $335K
5.11K $290K
EWJ
Ishares Msci Japan ETF

ETFs
4.17K
New
$65.24 - $71.7 $272K - $299K
4.17K $285K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11K
New
$24.73 - $25.62 $272K - $282K
11K $280K
PAA
Plains All American Pipeline LP

Energy
13.9K
New
$17.32 - $20.96 $240K - $290K
13.9K $277K
PINS
Pinterest, Inc.

Communication Services
8.65K
New
$29.79 - $40.0 $258K - $346K
8.65K $268K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
10.2K
New
$26.06 - $28.54 $265K - $290K
10.2K $265K
SNOW
Snowflake Inc.

Technology
1.81K
New
$146.16 - $192.78 $264K - $348K
1.81K $264K
VEEV
Veeva Systems Inc

Healthcare
1.1K
New
$210.58 - $246.8 $232K - $272K
1.1K $255K
GNRC
Generac Holdings Inc.

Industrials
2.01K
New
$126.65 - $164.06 $255K - $330K
2.01K $255K
NI
Nisource Inc.

Utilities
6.3K
New
$35.57 - $41.23 $224K - $260K
6.3K $252K
BUSE
First Busey Corp

Financial Services
11.7K
New
$21.26 - $25.35 $248K - $296K
11.7K $252K
MRNA
Moderna, Inc.

Healthcare
8.78K
New
$28.35 - $47.53 $249K - $417K
8.78K $248K
CB
Chubb LTD

Financial Services
811
New
$257.71 - $301.99 $209K - $245K
811 $244K
FTCS
First Trust Capital Strength E

ETFs
2.72K
New
$86.39 - $91.35 $235K - $249K
2.72K $243K
CRK
Comstock Resources Inc

Energy
11.9K
New
$16.92 - $21.52 $202K - $257K
11.9K $242K
PEN
Penumbra Inc

Healthcare
901
New
$237.28 - $303.76 $214K - $274K
901 $240K
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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