Creative One Wealth, LLC Reduced Holdings in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
-283K
- 93.12%
$92.46 - $95.73 $26.2M - $27.1M
20.9K $1.99M
IYW
Ishares Dj Us Tech ETF

ETFs
-96.5K
- 84.47%
$171.38 - $197.01 $16.5M - $19M
17.7K $3.47M
EFG
Msci Eafe Growth ETF

ETFs
-137K
- 79.71%
$106.99 - $114.46 $14.6M - $15.6M
34.8K $3.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17.7K
- 32.61%
$459.11 - $506.91 $8.14M - $8.98M
36.6K $18.4M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-165K
- 94.54%
$44.76 - $47.49 $7.4M - $7.85M
9.56K $453K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-24.8K
- 70.63%
$196.15 - $217.83 $4.86M - $5.4M
10.3K $2.08M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-109K
- 94.24%
$50.18 - $52.89 $5.49M - $5.78M
6.68K $353K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-52.9K
- 72.96%
$103.48 - $109.86 $5.47M - $5.81M
19.6K $2.13M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-106K
- 91.63%
$49.98 - $52.24 $5.3M - $5.53M
9.68K $505K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-116K
- 64.08%
$46.61 - $49.24 $5.39M - $5.7M
64.9K $3.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-31.6K
- 27.09%
$132.9 - $142.03 $4.21M - $4.49M
85.2K $12M
BOND
Pimco Active Bond Exchange Tra

ETFs
-46.3K
- 6.16%
$90.83 - $93.81 $4.21M - $4.35M
705K $65.8M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-60.4K
- 47.44%
$47.96 - $50.54 $2.9M - $3.05M
66.9K $3.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-113K
- 34.31%
$28.92 - $32.19 $3.26M - $3.63M
216K $6.88M
CORP
Pimco Investment Grade Corp Bd

ETFs
-28.5K
- 34.98%
$95.87 - $99.18 $2.74M - $2.83M
53K $5.23M
CSCO
Cisco Systems, Inc.

Technology
-35.1K
- 41.39%
$66.2 - $71.79 $2.32M - $2.52M
49.7K $3.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-73.1K
- 22.15%
$29.12 - $29.34 $2.13M - $2.15M
257K $7.54M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-81.8K
- 66.15%
$25.39 - $26.21 $2.08M - $2.14M
41.9K $1.09M
EFV
Msci Eafe Value ETF

ETFs
-67.8K
- 11.71%
$62.79 - $68.42 $4.26M - $4.64M
511K $34.7M
INTU
Intuit Inc

Technology
-1.47K
- 14.7%
$646.03 - $807.39 $951K - $1.19M
8.54K $5.83M
VTI
Vanguard Total Stock Market Et

ETFs
-10K
- 15.83%
$303.93 - $329.86 $3.05M - $3.31M
53.3K $17.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-31.3K
- 18.61%
$50.52 - $50.75 $1.58M - $1.59M
137K $6.96M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-31.5K
- 70.23%
$51.78 - $57.89 $1.63M - $1.83M
13.4K $768K
ACN
Accenture PLC

Technology
-3.32K
- 24.66%
$232.56 - $304.78 $773K - $1.01M
10.2K $2.5M
FTNT
Fortinet, Inc.

Technology
-12.6K
- 63.31%
$74.39 - $107.65 $938K - $1.36M
7.31K $614K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-22.4K
- 80.49%
$67.01 - $72.84 $1.5M - $1.63M
5.43K $393K
MGC
Vanguard Mega Cap ETF

ETFs
-10.9K
- 16.47%
$224.2 - $245.55 $2.45M - $2.69M
55.5K $13.5M
ISRG
Intuitive Surgical Inc

Healthcare
-1.74K
- 28.94%
$433.66 - $544.47 $756K - $950K
4.28K $1.92M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.72K
- 54.1%
$366.54 - $479.53 $998K - $1.31M
2.31K $904K
V
Visa Inc.

Financial Services
-2.82K
- 11.49%
$332.09 - $358.86 $936K - $1.01M
21.7K $7.41M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-9.84K
- 19.96%
$161.6 - $171.2 $1.59M - $1.68M
39.5K $6.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.9K
- 27.75%
$72.57 - $74.72 $1.23M - $1.26M
44K $3.28M
CARR
Carrier Global Corp

Industrials
-12.4K
- 35.56%
$58.75 - $80.73 $726K - $998K
22.4K $1.34M
SNPS
Synopsys Inc

Technology
-2.25K
- 58.7%
$387.78 - $645.35 $873K - $1.45M
1.58K $781K
PG
Procter & Gamble CO

Consumer Defensive
-5.25K
- 7.98%
$150.47 - $161.22 $790K - $847K
60.6K $9.31M
VCIT
Vanguard Intermediate Term Cor

ETFs
-14.5K
- 42.43%
$81.75 - $84.54 $1.18M - $1.22M
19.6K $1.65M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-39.5K
- 18.15%
$30.02 - $30.29 $1.19M - $1.2M
178K $5.4M
CTAS
Cintas Corp

Industrials
-4.28K
- 25.63%
$199.29 - $226.27 $853K - $968K
12.4K $2.55M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-49.2K
- 20.9%
$26.38 - $27.95 $1.3M - $1.38M
186K $5.08M
MCO
Moodys Corp

Financial Services
-2.03K
- 37.05%
$472.69 - $521.32 $959K - $1.06M
3.45K $1.64M
SHW
Sherwin Williams CO

Basic Materials
-3.26K
- 29.8%
$330.88 - $375.23 $1.08M - $1.22M
7.69K $2.66M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4.77K
- 35.68%
$185.65 - $214.38 $885K - $1.02M
8.59K $1.72M
ZTS
Zoetis Inc.

Healthcare
-6.09K
- 38.52%
$141.13 - $159.19 $860K - $970K
9.72K $1.42M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-21.5K
- 54.78%
$48.5 - $50.19 $1.04M - $1.08M
17.8K $889K
COP
Conocophillips

Energy
-12.2K
- 43.65%
$91.0 - $98.99 $1.11M - $1.21M
15.8K $1.5M
LMT
Lockheed Martin Corp

Industrials
-2.46K
- 42.33%
$410.74 - $499.21 $1.01M - $1.23M
3.35K $1.67M
MA
Mastercard Inc

Financial Services
-1.81K
- 16.13%
$550.18 - $598.96 $998K - $1.09M
9.43K $5.36M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-1.98K
- 41.67%
$422.75 - $485.53 $836K - $960K
2.77K $1.19M
IDEV
Ishares Core Msci Intl Develop

ETFs
-15.9K
- 19.57%
$74.68 - $80.26 $1.19M - $1.28M
65.5K $5.25M
Activity Summary
Buys All Purchases 598 New Holdings 124 Increased Positions 474 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
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