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
OTTR
Otter Tail Corp

Utilities
2.99K
New
$72.43 - $83.38 $216K - $249K
2.99K $239K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.14K
New
$180.02 - $208.56 $206K - $238K
1.14K $237K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
6.25K
New
$33.37 - $38.01 $209K - $238K
6.25K $234K
PCG
Pg&E Corp

Utilities
13.5K
New
$15.16 - $20.4 $205K - $276K
13.5K $232K
PULS
Pgim ETF Tr

ETFs
4.52K
New
$49.56 - $49.78 $224K - $225K
4.52K $224K
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
10.5K
New
$21.19 - $23.17 $222K - $243K
10.5K $222K
UGI
Ugi Corp

Utilities
6.63K
New
$28.0 - $34.16 $186K - $227K
6.63K $219K
PPC
Pilgrims Pride Corp

Consumer Defensive
4K
New
$44.52 - $55.93 $178K - $224K
4K $218K
D
Dominion Energy, Inc

Utilities
3.91K
New
$52.85 - $57.43 $206K - $224K
3.91K $218K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.8K
New
$55.75 - $77.63 $156K - $217K
2.8K $216K
NFG
National Fuel Gas CO

Energy
2.73K
New
$60.71 - $79.19 $165K - $216K
2.73K $215K
FE
Firstenergy Corp

Utilities
5.23K
New
$37.95 - $43.5 $198K - $227K
5.23K $211K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.34K
New
$62.72 - $71.92 $209K - $240K
3.34K $210K
EDV
Vanguard Extended Duration Tre

ETFs
2.97K
New
$65.05 - $73.43 $193K - $218K
2.97K $210K
RJF
Raymond James Financial Inc

Financial Services
1.5K
New
$137.62 - $172.64 $206K - $259K
1.5K $208K
ADI
Analog Devices Inc

Technology
1.03K
New
$201.56 - $243.82 $207K - $251K
1.03K $207K
ARES
Ares Management Corp

Financial Services
1.41K
New
$140.19 - $198.28 $198K - $280K
1.41K $206K
UNM
Unum Group

Financial Services
2.54K
New
$71.8 - $83.34 $182K - $212K
2.54K $206K
AB
Alliancebernstein Holding L.P.

Financial Services
5.37K
New
$35.0 - $40.73 $188K - $219K
5.37K $205K
AYI
Acuity Brands Inc

Industrials
773
New
$257.8 - $337.07 $199K - $261K
773 $203K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.63K
New
$120.07 - $144.17 $196K - $235K
1.63K $202K
UFPT
Ufp Technologies Inc

Healthcare
1.01K
New
$198.85 - $285.04 $200K - $286K
1.01K $202K
CHK
Chesapeake Energy Corp

Energy
1.84K
New
N/A
1.84K $158K
FNB
Fnb Corp

Financial Services
10.7K
New
$13.08 - $15.95 $140K - $170K
10.7K $143K
WU
Western Union CO

Financial Services
12K
New
$10.24 - $11.62 $123K - $140K
12K $127K
PFN
Pimco Income Strategy Fund Ii

Financial Services
15.2K
New
$7.41 - $7.64 $112K - $116K
15.2K $114K
LX
Lexin Fintech Holdings Ltd.

Financial Services
10.6K
New
$5.65 - $11.43 $59.6K - $121K
10.6K $106K
CLF
Cleveland Cliffs Inc.

Basic Materials
12.1K
New
$8.22 - $12.02 $99.4K - $145K
12.1K $99K
NGD
New Gold Inc.

Basic Materials
23K
New
$2.54 - $3.71 $58.3K - $85.1K
23K $85K
PLTK
Playtika Holding Corp.

Communication Services
10.1K
New
$4.01 - $7.45 $40.5K - $75.3K
10.1K $52K
VIGL
Vigil Neuroscience, Inc.

Healthcare
13.5K
New
$1.71 - $3.03 $23.1K - $40.9K
13.5K $24K
ASRT
Assertio Holdings, Inc.

Healthcare
18K
New
$0.67 - $0.88 $12.1K - $15.8K
18K $12K
Blackrock ETF Trust
18.2K
New
N/A
18.2K $0
Vanguard Malvern Fds
59.8K
New
N/A
59.8K $0
Dave Inc
2.46K
New
N/A
2.46K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
55K
New
N/A
55K $0
American Centy ETF Tr
12.2K
New
N/A
12.2K $0
Alarum Technologies LTD
25.3K
New
N/A
25.3K $0
Tnf Pharmaceuticals Inc
23K
New
N/A
23K $0
ALCC
Alt C Acquisition Corp.

Financial Services
14K
New
N/A
14K $0
Mind Medicine Mindmed Inc
11.5K
New
N/A
11.5K $0
Proshares Tr
23.3K
New
N/A
23.3K $0
Listed Fd Tr
11.8K
New
N/A
11.8K $0
Root Inc
18.7K
New
N/A
18.7K $0
BUCK
Simplify Exchange Traded Fds S
14.3K
New
N/A
14.3K $0
Gsk PLC
5.3K
New
N/A
5.3K $0
Global X Fds
4.5K
New
N/A
4.5K $0
First Tr Exchng Traded Fd Vi
35.4K
New
N/A
35.4K $0
First Tr Exchng Traded Fd Vi
23.7K
New
N/A
23.7K $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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