Creative One Wealth, LLC New Holdings in Q2 2025

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RNST
Renasant Corp

Financial Services
7.8K
New
$27.68 - $36.52 $216K - $285K
7.8K $280K
TTD
Trade Desk, Inc.

Technology
3.86K
New
$45.27 - $79.4 $175K - $307K
3.86K $278K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.77K
New
$30.53 - $40.65 $207K - $275K
6.77K $275K
CCJ
Cameco Corp

Energy
3.72K
New
$36.68 - $74.46 $136K - $277K
3.72K $275K
PECO
Phillips Edison & Company, Inc.

Real Estate
7.67K
New
$33.53 - $37.33 $257K - $286K
7.67K $268K
PEGA
Pegasystems Inc

Technology
4.75K
New
$49.95 - $103.29 $237K - $491K
4.75K $257K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.63K
New
$115.28 - $157.36 $188K - $256K
1.63K $256K
TTWO
Take Two Interactive Software Inc

Communication Services
1.02K
New
$194.58 - $243.05 $199K - $248K
1.02K $247K
AER
Aer Cap Holdings N.V.

Industrials
2.11K
New
$88.97 - $117.24 $187K - $247K
2.11K $246K
IGM
Ishares Expanded Tech Sector E

ETFs
2.18K
New
$79.8 - $112.34 $174K - $245K
2.18K $244K
ES
Eversource Energy

Utilities
3.81K
New
$54.25 - $65.89 $207K - $251K
3.81K $242K
HEQT
Simplify Exchange Traded Fds H
8.06K
New
$27.22 - $30.05 $220K - $242K
8.06K $242K
EWG
Ishares Msci Germany ETF

ETFs
5.67K
New
$33.22 - $42.57 $188K - $241K
5.67K $240K
DTE
Dte Energy CO

Utilities
1.79K
New
$127.39 - $139.49 $228K - $250K
1.79K $237K
CW
Curtiss Wright Corp

Industrials
484
New
$283.18 - $488.55 $137K - $236K
484 $236K
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.9K
New
$16.69 - $23.43 $181K - $254K
10.9K $233K
CRSP
Crispr Therapeutics Ag

Healthcare
4.78K
New
$31.27 - $48.64 $149K - $232K
4.78K $232K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.89K
New
$60.22 - $80.1 $174K - $231K
2.89K $231K
VMI
Valmont Industries Inc

Industrials
692
New
$263.86 - $333.86 $183K - $231K
692 $225K
NTAP
Net App, Inc.

Technology
2.07K
New
$76.1 - $106.55 $157K - $220K
2.07K $220K
FDN
First Tr Fd Dow Jones

ETFs
812
New
$200.29 - $269.33 $163K - $219K
812 $218K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.25K
New
$81.46 - $94.63 $183K - $213K
2.25K $213K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
2.44K
New
$71.89 - $88.34 $175K - $216K
2.44K $213K
VRNA
Verona Pharma PLC

Healthcare
2.25K
New
$53.9 - $98.68 $121K - $222K
2.25K $212K
VIS
Vanguard Industrial ETF

ETFs
757
New
$220.04 - $280.07 $167K - $212K
757 $212K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.73K
New
$39.59 - $44.69 $187K - $211K
4.73K $211K
IYM
Ishares Tr

ETFs
1.5K
New
$116.16 - $140.01 $174K - $210K
1.5K $210K
EW
Edwards Lifesciences Corp

Healthcare
2.69K
New
$67.07 - $78.22 $181K - $211K
2.69K $210K
ATRO
Astronics Corp

Industrials
6.26K
New
$20.03 - $35.81 $125K - $224K
6.26K $209K
EUSB
Ishares Tr Esg Advanced Total

Technology
4.81K
New
$42.54 - $43.56 $205K - $210K
4.81K $209K
EWC
Ishares Msci Canada ETF

ETFs
4.52K
New
$37.17 - $46.2 $168K - $209K
4.52K $208K
HPE
Hewlett Packard Enterprise CO

Technology
10K
New
$12.51 - $20.45 $126K - $205K
10K $205K
ATO
Atmos Energy Corp

Utilities
1.32K
New
$145.06 - $162.66 $192K - $215K
1.32K $203K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.9K
New
$58.13 - $69.92 $168K - $203K
2.9K $202K
INDY
Ishares India 50 ETF

ETFs
3.72K
New
$48.44 - $54.73 $180K - $204K
3.72K $202K
CGDV
Capital Group Divid Value ETF

ETFs
5.14K
New
$31.93 - $39.49 $164K - $203K
5.14K $202K
KEY
Keycorp

Financial Services
11.3K
New
$13.23 - $17.42 $150K - $197K
11.3K $197K
PAYS
Paysign, Inc.

Technology
25.3K
New
$1.94 - $7.2 $49.1K - $182K
25.3K $182K
TYA
Simplify Exchange Traded Fds S

ETFs
13.9K
New
N/A
13.9K $176K
SSRM
Ssr Mining Inc.

Basic Materials
13.2K
New
$9.09 - $13.07 $120K - $173K
13.2K $168K
CLSK
Cleanspark, Inc.

Technology
15.2K
New
$6.74 - $11.03 $103K - $168K
15.2K $167K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.8K
New
$10.78 - $11.28 $138K - $144K
12.8K $142K
NVTS
Navitas Semiconductor Corp

Technology
21.2K
New
$1.61 - $8.09 $34.1K - $172K
21.2K $138K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
12K
New
$9.18 - $11.13 $110K - $134K
12K $124K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
10.2K
New
$10.35 - $11.31 $106K - $115K
10.2K $115K
IMAB
I Mab

Healthcare
37.4K
New
$0.62 - $2.8 $23.2K - $105K
37.4K $90K
CXDO
Crexendo, Inc.

Communication Services
14K
New
$4.12 - $6.07 $57.7K - $85K
14K $84K
ZVIA
Zevia Pbc

Consumer Defensive
19.4K
New
$2.02 - $3.64 $39.1K - $70.5K
19.4K $62K
Vertical Aerospace LTD
13.4K
New
N/A
13.4K $0
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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