Creative One Wealth, LLC Sells in Q1 2025

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.12M
- 51.56%
$44.72 - $46.25 $50M - $51.7M
1.05M $48.4M
EFG
Msci Eafe Growth ETF

ETFs
-179K
- 50.01%
$96.1 - $106.37 $17.2M - $19M
179K $17.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-198K
- 37.91%
$64.88 - $72.1 $12.9M - $14.3M
325K $21.4M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-283K
- 97.9%
$41.17 - $45.22 $11.7M - $12.8M
6.08K $257K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-140K
- 71.37%
$85.29 - $92.57 $11.9M - $13M
56.2K $5.11M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-271K
- 29.44%
$29.34 - $31.31 $7.96M - $8.5M
650K $19.3M
VUG
Vanguard Growth ETF

ETFs
-2.68K
- 1.43%
$369.1 - $427.61 $990K - $1.15M
185K $68.4M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-224K
- 95.27%
$36.09 - $38.27 $8.1M - $8.59M
11.2K $419K
IVW
Ishares S&P 500 Growth ETF

ETFs
-36.4K
- 6.91%
$92.45 - $106.69 $3.37M - $3.89M
491K $45.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-98.2K
- 28.06%
$54.25 - $57.64 $5.33M - $5.66M
252K $13.9M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-113K
- 92.32%
$46.06 - $49.24 $5.19M - $5.54M
9.37K $437K
ISMD
Northern Lts Fd Tr Iv

ETFs
-127K
- 45.35%
$33.87 - $38.9 $4.29M - $4.93M
153K $5.21M
XLE
Energy Sector Spdr

ETFs
-65.1K
- 57.87%
$85.7 - $93.96 $5.58M - $6.12M
47.4K $4.43M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-112K
- 84.72%
$44.11 - $47.04 $4.92M - $5.25M
20.1K $896K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.43K
- 3.94%
$551.42 - $612.93 $1.89M - $2.1M
83.8K $46.9M
ZG
Zillow Group, Inc.

Communication Services
-52.2K
- 27.73%
$66.41 - $85.29 $3.47M - $4.46M
136K $9.1M
EFV
Msci Eafe Value ETF

ETFs
-131K
- 23.51%
$51.88 - $60.73 $6.8M - $7.96M
426K $25.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-37.3K
- 4.45%
$48.06 - $53.73 $1.79M - $2M
800K $39M
CORP
Pimco Investment Grade Corp Bd

ETFs
-38.9K
- 27.32%
$93.89 - $97.32 $3.66M - $3.79M
104K $10M
IFRA
Ishares Tr

ETFs
-71.6K
- 92.68%
$44.8 - $49.25 $3.21M - $3.53M
5.66K $254K
MBB
Ishares Tr

ETFs
-41.8K
- 12.58%
$90.37 - $94.08 $3.78M - $3.93M
290K $27.2M
VB
Vanguard Small Cap ETF

ETFs
-4.56K
- 4.44%
$217.89 - $252.64 $994K - $1.15M
98.2K $21.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.14K
- 0.84%
$140.44 - $166.79 $160K - $190K
134K $18.8M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-60.2K
- 15.11%
$32.07 - $35.16 $1.93M - $2.12M
338K $10.9M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-48.4K
- 80.76%
$51.6 - $53.93 $2.5M - $2.61M
11.5K $622K
CTVA
Corteva, Inc.

Basic Materials
-44.2K
- 86.33%
$55.94 - $66.15 $2.47M - $2.92M
6.99K $440K
MGC
Vanguard Mega Cap ETF

ETFs
-7.74K
- 12.13%
$199.2 - $222.69 $1.54M - $1.72M
56.1K $11.3M
CSX
Csx Corp

Industrials
-63.8K
- 59.87%
$29.11 - $33.67 $1.86M - $2.15M
42.8K $1.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-35.8K
- 15.82%
$56.17 - $59.71 $2.01M - $2.14M
190K $10.9M
LMT
Lockheed Martin Corp

Industrials
-3.84K
- 43.98%
$423.19 - $506.29 $1.62M - $1.94M
4.89K $2.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-28.2K
- 27.7%
$57.21 - $65.8 $1.61M - $1.85M
73.6K $4.29M
XLY
Select Sector Spdr Consumer Di

ETFs
-7.62K
- 50.92%
$192.6 - $233.2 $1.47M - $1.78M
7.35K $1.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.41K
- 21.18%
$360.07 - $417.26 $1.23M - $1.42M
12.7K $4.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-41.3K
- 13.78%
$24.91 - $29.02 $1.03M - $1.2M
258K $6.47M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-18.8K
- 73.05%
$77.33 - $90.16 $1.45M - $1.69M
6.93K $542K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-34.1K
- 56.41%
$40.03 - $46.81 $1.36M - $1.59M
26.3K $1.07M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-29.1K
- 65.12%
$49.22 - $51.73 $1.43M - $1.51M
15.6K $788K
BAC
Bank Of America Corp

Financial Services
-26.8K
- 24.5%
$39.61 - $47.74 $1.06M - $1.28M
82.4K $3.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.12K
- 3.09%
$211.47 - $267.17 $236K - $299K
35.1K $7.42M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-6.54K
- 53.8%
$161.27 - $192.3 $1.05M - $1.26M
5.61K $905K
NVO
Novo Nordisk A S

Healthcare
-13.7K
- 68.27%
$69.3 - $90.95 $948K - $1.24M
6.36K $441K
PAVE
Global X Fds Us Infrastructure

ETFs
-27.8K
- 32.97%
$37.31 - $43.82 $1.04M - $1.22M
56.6K $2.13M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-13.1K
- 48.63%
$94.86 - $97.12 $1.24M - $1.27M
13.8K $1.32M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-7.4K
- 3.27%
$97.76 - $107.35 $724K - $795K
219K $22M
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.47K
- 21.44%
$210.19 - $243.33 $730K - $845K
12.7K $2.69M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-16.6K
- 16.37%
$53.6 - $58.97 $890K - $980K
84.8K $4.65M
F
Ford Motor CO

Consumer Cyclical
-111K
- 38.08%
$9.12 - $10.43 $1.01M - $1.16M
180K $1.81M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-8.07K
- 6.35%
$91.76 - $103.26 $741K - $834K
119K $11M
CHKP
Check Point Software Technologies LTD

Technology
-5.69K
- 85.44%
$179.88 - $231.31 $1.02M - $1.32M
970 $221K
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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