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
INTU
Intuit Inc

Technology
-474
- 4.66%
$555.63 - $630.23 $263K - $299K
9.69K $5.95M
CEG
Constellation Energy Corp

Utilities
-1.62K
- 37.92%
$201.63 - $347.44 $326K - $562K
2.65K $533K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-3.85K
- 64.13%
$96.18 - $109.82 $370K - $423K
2.15K $220K
BOTZ
Global X Fds

ETFs
-4.66K
- 6.37%
$28.46 - $34.53 $133K - $161K
68.5K $1.95M
APP
App Lovin Corp

Technology
-348
- 6.92%
$238.08 - $510.13 $82.9K - $178K
4.68K $1.24M
LOW
Lowes Companies Inc

Consumer Cyclical
-856
- 6.55%
$222.66 - $268.42 $191K - $230K
12.2K $2.85M
AMD
Advanced Micro Devices Inc

Technology
-59
- 0.29%
$96.63 - $129.55 $5.7K - $7.64K
20.4K $2.09M
NJUL
Innovator Growth 100 Power Buf

Technology
-5.44K
- 34.93%
$59.98 - $64.86 $326K - $353K
10.1K $607K
SHV
Ishares Tr

ETFs
-3.47K
- 8.31%
$110.11 - $110.51 $382K - $384K
38.3K $4.24M
MSTR
Microstrategy Inc

Technology
-1.24K
- 24.32%
$239.27 - $396.5 $296K - $490K
3.85K $1.11M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-4.47K
- 19.97%
$63.44 - $70.44 $283K - $315K
17.9K $1.14M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-4.08K
- 5.16%
$39.02 - $42.89 $159K - $175K
74.9K $2.96M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-8.12K
- 18.0%
$20.63 - $25.57 $167K - $208K
37K $762K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-7.18K
- 59.72%
$45.66 - $48.85 $328K - $350K
4.84K $223K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.33K
- 50.28%
$161.05 - $222.93 $213K - $295K
1.31K $240K
SKYY
First Trust Cloud Computing Et

ETFs
-1.72K
- 17.84%
$102.23 - $131.18 $175K - $225K
7.9K $807K
VBR
Vanguard Small Cap Value ETF

ETFs
-490
- 2.42%
$183.02 - $207.75 $89.7K - $102K
19.7K $3.68M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.71K
- 12.02%
$59.61 - $66.71 $221K - $247K
27.1K $1.64M
DFAE
Dimensional ETF Tr

ETFs
-14.5K
- 14.38%
$24.64 - $26.86 $358K - $391K
86.6K $2.24M
MCO
Moodys Corp

Financial Services
-572
- 8.69%
$437.8 - $527.48 $250K - $302K
6.01K $2.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-306
- 4.48%
$497.6 - $606.74 $152K - $186K
6.53K $3.25M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-805
- 2.92%
$120.24 - $134.3 $96.8K - $108K
26.8K $3.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.23K
- 5.53%
$47.79 - $59.89 $58.8K - $73.7K
21K $1.05M
CDNS
Cadence Design Systems Inc

Technology
-24
- 0.4%
$233.96 - $324.52 $5.62K - $7.79K
6.03K $1.53M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.73K
- 31.5%
$156.61 - $168.02 $270K - $290K
3.75K $602K
AIQ
Global X Funds Global X Artifi

ETFs
-6.49K
- 34.51%
$36.38 - $42.77 $236K - $278K
12.3K $448K
VBK
Vanguard Small Cap Growth ETF

ETFs
-743
- 23.77%
$247.97 - $296.33 $184K - $220K
2.38K $599K
FIX
Comfort Systems Usa Inc

Industrials
-99
- 4.14%
$313.26 - $550.27 $31K - $54.5K
2.29K $739K
DIS
Walt Disney CO

Communication Services
-1.15K
- 9.2%
$96.87 - $114.0 $112K - $131K
11.4K $1.12M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-2.33K
- 4.39%
$152.57 - $163.66 $356K - $382K
50.9K $7.97M
DFAI
Dimensional ETF Tr

ETFs
-24.6K
- 9.92%
$28.88 - $32.4 $711K - $798K
224K $6.99M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-6.78K
- 27.67%
$36.56 - $38.35 $248K - $260K
17.7K $655K
SYLD
Cambria Shareholder Yld ETF

ETFs
-3.26K
- 30.38%
$62.77 - $71.4 $205K - $233K
7.48K $477K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-956
- 0.62%
$47.09 - $50.46 $45K - $48.2K
153K $7.26M
VOT
Vanguard Mid Cap Growth Index

ETFs
-884
- 25.08%
$237.72 - $276.98 $210K - $245K
2.64K $646K
MEAR
Blackrock Short Maturity Munic

ETFs
-4.97K
- 32.83%
$49.97 - $50.36 $248K - $250K
10.2K $510K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.36K
- 2.97%
$50.87 - $51.09 $272K - $274K
175K $8.92M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-4.04K
- 9.24%
$32.49 - $37.99 $131K - $153K
39.7K $1.33M
JOBY
Joby Aviation, Inc.

Industrials
-25.9K
- 67.81%
$5.99 - $10.27 $155K - $265K
12.3K $73K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-7.61K
- 21.03%
$27.88 - $29.48 $212K - $224K
28.6K $806K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.25K
- 4.71%
$42.38 - $43.28 $222K - $227K
106K $4.52M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-5.46K
- 15.02%
$35.21 - $37.69 $192K - $206K
30.9K $1.1M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.29K
- 7.85%
$39.81 - $42.17 $171K - $181K
50.4K $2.02M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-9.57K
- 15.02%
$14.93 - $16.85 $143K - $161K
54.1K $816K
AFL
Aflac Inc

Financial Services
-2.36K
- 37.37%
$100.99 - $111.19 $238K - $262K
3.96K $439K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-9.75K
- 19.27%
$9.59 - $11.83 $93.5K - $115K
40.8K $391K
DVA
Davita Inc.

Healthcare
-1.44K
- 38.51%
$140.0 - $177.35 $201K - $255K
2.29K $350K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.89K
- 21.9%
$62.43 - $84.12 $118K - $159K
6.73K $438K
FISV
Fiserv Inc

Technology
-1.6K
- 15.53%
N/A
8.72K $1.09M
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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