Creative One Wealth, LLC Reduced Holdings in Q2 2025

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-9.95K
- 28.36%
$44.89 - $54.38 $447K - $541K
25.1K $1.37M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-32.9K
- 72.6%
$11.52 - $14.55 $379K - $478K
12.4K $176K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-8.48K
- 28.98%
$49.57 - $50.27 $420K - $426K
20.8K $1.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.41K
- 38.47%
$45.88 - $54.4 $386K - $457K
13.4K $731K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-7.09K
- 10.71%
$47.05 - $50.22 $333K - $356K
59.1K $2.92M
JPIE
J P Morgan Exchange Traded Fd
-8.3K
- 23.16%
$45.12 - $46.32 $375K - $385K
27.6K $1.28M
MCK
Mckesson Corp

Healthcare
-1.22K
- 13.99%
$652.83 - $732.78 $797K - $895K
7.5K $5.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.07K
- 17.18%
N/A
19.6K $1.68M
VHT
Vanguard Health Care ETF

ETFs
-490
- 3.65%
$236.71 - $261.92 $116K - $128K
12.9K $3.21M
ADP
Automatic Data Processing Inc

Industrials
-1.15K
- 12.8%
$276.76 - $326.81 $317K - $374K
7.8K $2.41M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.92K
- 37.93%
$45.3 - $50.64 $268K - $300K
9.68K $475K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-7.64K
- 61.45%
$38.61 - $49.26 $295K - $376K
4.79K $236K
STWD
Starwood Property Trust, Inc.

Real Estate
-16.8K
- 16.38%
$17.28 - $20.41 $291K - $343K
85.9K $1.72M
MLN
Vaneck Long Muni ETF

ETFs
-16.3K
- 26.75%
$16.49 - $17.52 $269K - $286K
44.7K $754K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.18K
- 2.67%
$75.05 - $77.34 $464K - $478K
225K $17.4M
PGR
Progressive Corp

Financial Services
-956
- 36.18%
$255.27 - $288.74 $244K - $276K
1.69K $449K
MSI
Motorola Solutions, Inc.

Technology
-612
- 40.42%
$394.72 - $440.39 $242K - $270K
902 $379K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-3.93K
- 17.61%
$65.75 - $71.57 $258K - $281K
18.4K $1.31M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-14.4K
- 31.71%
$19.67 - $20.44 $283K - $294K
31K $633K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.1K
- 6.21%
$47.91 - $70.14 $52.6K - $76.9K
16.6K $861K
MUB
Ishares National Muni Bond ETF

ETFs
-2.07K
- 4.89%
$102.31 - $105.8 $212K - $219K
40.3K $4.21M
SHV
Ishares Tr

ETFs
-2.32K
- 6.06%
$110.06 - $110.46 $256K - $256K
36K $3.98M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.09K
- 32.67%
$180.84 - $240.32 $377K - $501K
4.3K $1.03M
OKTA
Okta, Inc.

Technology
-2.28K
- 46.73%
$91.24 - $127.3 $208K - $290K
2.6K $260K
VPN
Global X Fds Data Ctr Reits &

ETFs
-14.7K
- 14.14%
N/A
89.2K $1.42M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-8.16K
- 23.36%
$28.18 - $29.22 $230K - $238K
26.8K $782K
IYJ
Ishares Tr

ETFs
-1.88K
- 54.66%
$115.07 - $142.31 $217K - $268K
1.56K $222K
SHW
Sherwin Williams CO

Basic Materials
-461
- 4.04%
$313.51 - $363.51 $145K - $168K
11K $3.76M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-14.7K
- 50.6%
$12.37 - $14.5 $182K - $213K
14.3K $198K
YYY
Amplify ETF Tr High Income ETF

ETFs
-19.9K
- 30.67%
$10.18 - $11.74 $202K - $233K
44.9K $525K
IYF
Ishares Tr

ETFs
-2.1K
- 35.28%
$99.23 - $120.99 $209K - $255K
3.86K $466K
SYLD
Cambria Shareholder Yld ETF

ETFs
-3.23K
- 43.12%
$55.35 - $65.57 $179K - $211K
4.25K $276K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-880
- 16.3%
$99.37 - $134.05 $87.4K - $118K
4.52K $512K
PAVE
Global X Fds Us Infrastructure

ETFs
-11.9K
- 21.09%
$33.78 - $43.68 $403K - $521K
44.6K $1.94M
SJM
J M Smucker CO

Consumer Defensive
-179
- 2.17%
$94.41 - $118.52 $16.9K - $21.2K
8.07K $792K
BDX
Becton Dickinson & CO

Healthcare
-69
- 2.31%
$165.15 - $226.42 $11.4K - $15.6K
2.92K $503K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.96K
- 20.07%
$44.68 - $45.96 $177K - $182K
15.8K $722K
ZTS
Zoetis Inc.

Healthcare
-239
- 1.49%
$144.41 - $170.3 $34.5K - $40.7K
15.8K $2.47M
CTRA
Coterra Energy Inc.

Energy
-1.34K
- 3.34%
$22.6 - $29.07 $30.3K - $38.9K
38.7K $983K
IYH
Ishares Tr

ETFs
-2.45K
- 29.9%
$53.97 - $60.17 $132K - $147K
5.74K $324K
EMB
Ishares Tr

ETFs
-4.18K
- 3.95%
$86.54 - $92.62 $362K - $387K
102K $9.43M
IWX
Ishares Tr Russell 200 Value E

ETFs
-2.06K
- 38.95%
$73.26 - $84.19 $151K - $174K
3.23K $272K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.53K
- 9.94%
$56.84 - $65.5 $201K - $231K
32K $2.1M
SMMT
Summit Therapeutics Inc.

Healthcare
-9.5K
- 44.87%
$16.64 - $36.7 $158K - $349K
11.7K $248K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.16K
- 22.57%
$50.52 - $50.92 $160K - $161K
10.8K $552K
BDCZ
Ubs Ag

ETFs
-7.32K
- 24.98%
$16.43 - $19.4 $120K - $142K
22K $405K
BOTZ
Global X Fds

ETFs
-13.7K
- 19.94%
$24.51 - $32.65 $335K - $446K
54.9K $1.79M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-2.57K
- 14.34%
$56.01 - $65.43 $144K - $168K
15.3K $982K
YLD
Principal Exchange Traded Fds

ETFs
-8.26K
- 21.11%
$18.16 - $19.37 $150K - $160K
30.9K $597K
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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