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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-20K
- 13.58%
$50.48 - $51.04 $1.01M - $1.02M
127K $6.44M
TMUS
T Mobile Us, Inc.

Communication Services
-5.18K
- 56.36%
$211.3 - $272.83 $1.1M - $1.41M
4.01K $1.07M
ORCL
Oracle Corp

Technology
-2.46K
- 11.18%
$139.81 - $186.47 $344K - $459K
19.6K $2.74M
EBAY
Ebay Inc

Consumer Cyclical
-15.5K
- 78.25%
$61.61 - $70.93 $954K - $1.1M
4.3K $291K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-11.7K
- 34.33%
$70.83 - $76.62 $827K - $894K
22.3K $1.59M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-8.68K
- 33.31%
$81.62 - $96.63 $708K - $839K
17.4K $1.45M
IWM
Ishares Russell 2000 ETF

ETFs
-1.92K
- 7.88%
$198.1 - $229.79 $380K - $441K
22.4K $4.47M
SO
Southern CO

Utilities
-13.5K
- 37.61%
$80.96 - $92.96 $1.1M - $1.26M
22.4K $2.06M
MELI
Mercadolibre Inc

Consumer Cyclical
-530
- 80.67%
$1739.0 - $2260.0 $922K - $1.2M
127 $247K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.64K
- 3.48%
$120.29 - $134.6 $317K - $355K
73.2K $8.93M
ADBE
Adobe Inc.

Technology
-710
- 8.3%
$377.84 - $464.11 $268K - $330K
7.85K $3.01M
DFAU
Dimensional ETF Tr

ETFs
-13.2K
- 9.97%
$37.84 - $42.29 $500K - $559K
119K $4.59M
IRM
Iron Mountain Inc

Real Estate
-6.8K
- 68.54%
$82.79 - $111.31 $563K - $756K
3.12K $268K
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.2K
- 39.34%
$182.82 - $196.21 $768K - $825K
6.48K $1.22M
POCT
Innovator U.S. Equity Power Bu

ETFs
-17.1K
- 15.42%
$38.53 - $40.49 $659K - $692K
93.7K $3.64M
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
-33.3K
- 17.89%
$23.29 - $23.9 $774K - $795K
153K $3.63M
VLO
Valero Energy Corp

Energy
-6.32K
- 52.81%
$121.76 - $142.99 $769K - $903K
5.65K $745K
HD
Home Depot, Inc.

Consumer Cyclical
-524
- 2.26%
$347.25 - $424.87 $182K - $223K
22.6K $8.29M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-10.2K
- 15.32%
$73.11 - $77.43 $746K - $790K
56.4K $4.28M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-26.4K
- 7.38%
$28.92 - $29.24 $764K - $772K
332K $9.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-8.6K
- 41.38%
$75.99 - $81.58 $654K - $702K
12.2K $933K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-13.8K
- 3.4%
$76.94 - $78.28 $1.06M - $1.08M
392K $30.7M
ACHR
Archer Aviation Inc.

Industrials
-62.3K
- 73.18%
$6.8 - $11.51 $424K - $717K
22.8K $162K
CARR
Carrier Global Corp

Industrials
-6.94K
- 16.0%
$62.07 - $70.55 $431K - $490K
36.4K $2.31M
VST
Vistra Corp.

Utilities
-4K
- 46.93%
$108.49 - $191.89 $434K - $768K
4.53K $531K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.14K
- 26.53%
$203.38 - $274.79 $435K - $588K
5.93K $1.22M
PRU
Prudential Financial Inc

Financial Services
-4.24K
- 21.39%
$105.04 - $122.33 $446K - $519K
15.6K $1.74M
ADP
Automatic Data Processing Inc

Industrials
-2.43K
- 21.33%
$286.85 - $318.64 $696K - $773K
8.95K $2.73M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-11.4K
- 72.05%
$45.72 - $51.73 $519K - $588K
4.41K $202K
NOW
Service Now, Inc.

Technology
-244
- 16.91%
$783.83 - $1170.39 $191K - $286K
1.2K $954K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12.6K
- 36.03%
$56.12 - $68.15 $708K - $860K
22.4K $1.52M
XLF
Financial Sector Spdr

ETFs
-13.7K
- 16.53%
$47.32 - $52.19 $650K - $717K
69.3K $3.45M
KMI
Kinder Morgan, Inc.

Energy
-24.8K
- 18.06%
$26.1 - $31.22 $646K - $773K
112K $3.21M
HERO
Global X Fds Video Games & Esp

ETFs
-26.7K
- 31.43%
$23.07 - $27.32 $615K - $729K
58.2K $1.45M
CCL
Carnival Corp

Consumer Cyclical
-18.4K
- 56.97%
$19.08 - $28.49 $351K - $524K
13.9K $271K
CTAS
Cintas Corp

Industrials
-4.97K
- 23.0%
$182.09 - $208.14 $905K - $1.03M
16.6K $3.42M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-14.2K
- 5.81%
$66.9 - $71.57 $952K - $1.02M
231K $16.3M
DRIV
Global X Fds Global X Autonomo

ETFs
-20.6K
- 51.03%
$21.14 - $24.23 $436K - $500K
19.8K $418K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-16K
- 53.34%
$18.53 - $29.07 $296K - $464K
14K $264K
GILD
Gilead Sciences, Inc.

Healthcare
-11.7K
- 28.39%
$89.14 - $117.41 $1.04M - $1.37M
29.5K $3.31M
CMCSA
Comcast Corp

Communication Services
-12.7K
- 35.95%
$33.19 - $38.23 $421K - $484K
22.6K $832K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-13.6K
- 32.32%
$35.29 - $36.56 $479K - $496K
28.4K $1.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.99K
- 4.46%
$126.11 - $135.06 $629K - $673K
107K $13.8M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-27.2K
- 32.64%
$15.77 - $17.14 $429K - $466K
56.2K $885K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-17.9K
- 7.43%
$29.82 - $30.1 $533K - $538K
223K $6.7M
BUG
Global X Fds Cybersecurity ETF

ETFs
-14.6K
- 37.59%
$31.56 - $36.78 $462K - $539K
24.3K $786K
SOUN
Soundhound Ai, Inc.

Technology
-12.5K
- 41.55%
$8.12 - $20.62 $101K - $257K
17.5K $142K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-7.26K
- 16.95%
$61.9 - $66.89 $449K - $486K
35.6K $2.26M
TT
Trane Technologies PLC

Industrials
-1.12K
- 55.08%
$332.0 - $400.86 $373K - $450K
915 $308K
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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