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
DLR
Digital Realty Trust, Inc.

Real Estate
-866
- 38.22%
$142.1 - $183.56 $123K - $159K
1.4K $200K
BA
Boeing CO

Industrials
-913
- 13.04%
$148.15 - $186.25 $135K - $170K
6.09K $1.04M
SAIA
Saia Inc

Industrials
-61
- 3.63%
$349.29 - $508.47 $21.3K - $31K
1.62K $565K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-424
- 22.89%
$307.43 - $357.48 $130K - $152K
1.43K $441K
FOUR
Shift4 Payments, Inc.

Technology
-229
- 2.98%
$81.71 - $125.66 $18.7K - $28.8K
7.45K $608K
PRIM
Primoris Services Corp

Industrials
-16
- 0.17%
$57.27 - $89.03 $916 - $1.42K
9.45K $542K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-2.41K
- 28.19%
$59.97 - $70.03 $145K - $169K
6.14K $385K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-9.92K
- 41.63%
$17.53 - $17.87 $174K - $177K
13.9K $244K
MSCI
Msci Inc.

Financial Services
-72
- 1.82%
$541.46 - $628.34 $39K - $45.2K
3.88K $2.19M
NEM
Newmont Corp

Basic Materials
-6.1K
- 54.42%
$37.79 - $48.39 $231K - $295K
5.11K $246K
UNH
Unitedhealth Group Inc

Healthcare
-772
- 5.83%
$461.52 - $548.18 $356K - $423K
12.5K $6.53M
JPIN
Jp Morgan Diversified Return I

ETFs
-4.96K
- 15.21%
$52.75 - $58.91 $262K - $292K
27.7K $1.58M
TRGP
Targa Resources Corp.

Energy
-1.09K
- 44.0%
$178.44 - $217.22 $195K - $237K
1.39K $278K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-206
- 0.07%
$24.66 - $26.1 $5.08K - $5.38K
280K $6.99M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-135
- 1.05%
$161.13 - $209.29 $21.8K - $28.3K
12.7K $2.1M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-6.56K
- 33.14%
$27.81 - $30.21 $182K - $198K
13.2K $391K
WMB
Williams Companies, Inc.

Energy
-6.28K
- 16.36%
$54.02 - $61.09 $339K - $383K
32.1K $1.92M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-4K
- 17.17%
$29.68 - $32.59 $119K - $130K
19.3K $575K
DVY
Ishares Tr

ETFs
-1.45K
- 10.65%
$128.58 - $138.1 $186K - $200K
12.1K $1.63M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-817
- 3.6%
$51.45 - $58.51 $42K - $47.8K
21.9K $1.13M
BCAT
Black Rock Capital Allocation Trust

ETFs
-8.89K
- 39.33%
$14.35 - $15.88 $128K - $141K
13.7K $197K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-5.02K
- 29.14%
$24.88 - $26.85 $125K - $135K
12.2K $308K
IWL
Ishares Tr Russell 200 ETF

ETFs
-346
- 2.73%
$135.83 - $151.73 $47K - $52.5K
12.3K $1.7M
FDX
Fedex Corp

Industrials
-82
- 2.66%
$230.33 - $281.53 $18.9K - $23.1K
3K $732K
SPXC
Spx Corp

Industrials
-249
- 4.15%
$128.78 - $154.37 $32.1K - $38.4K
5.76K $741K
OMFL
Invesco Exchange Traded Self I

ETFs
-2.06K
- 10.44%
$52.19 - $57.45 $107K - $118K
17.6K $940K
KR
Kroger CO

Consumer Defensive
-2.94K
- 26.09%
$58.36 - $67.72 $172K - $199K
8.33K $563K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-37
- 0.2%
$36.64 - $45.76 $1.36K - $1.69K
18.8K $703K
LRGF
Ishares Tr

ETFs
-1.68K
- 16.4%
$56.95 - $63.95 $95.9K - $108K
8.58K $496K
MEDP
Medpace Holdings, Inc.

Healthcare
-55
- 1.42%
$304.69 - $360.97 $16.8K - $19.9K
3.81K $1.16M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-2.28K
- 22.28%
$50.21 - $51.23 $115K - $117K
7.97K $401K
DUOL
Duolingo, Inc.

Technology
-261
- 9.53%
$272.49 - $441.39 $71.1K - $115K
2.48K $769K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-623
- 10.19%
$106.43 - $123.29 $66.3K - $76.8K
5.49K $592K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-7.91K
- 24.74%
$14.31 - $14.8 $113K - $117K
24K $347K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-594
- 19.53%
$126.86 - $146.45 $75.4K - $87K
2.45K $311K
IYH
Ishares Tr

ETFs
-2.25K
- 21.58%
$58.32 - $62.76 $131K - $141K
8.19K $498K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.89K
- 9.78%
$32.5 - $33.3 $126K - $129K
35.8K $1.19M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-4.28K
- 10.92%
$28.27 - $29.28 $121K - $125K
34.9K $1.01M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-11.7K
- 18.03%
$8.24 - $8.68 $96K - $101K
53K $436K
INTC
Intel Corp

Technology
-11.2K
- 20.31%
$19.1 - $27.39 $214K - $308K
44K $1M
JPEM
Jp Morgan Diversified Return

ETFs
-2.12K
- 30.69%
$50.81 - $54.04 $108K - $115K
4.79K $252K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-2.08K
- 14.37%
$47.47 - $48.84 $98.7K - $102K
12.4K $592K
EXEL
Exelixis, Inc.

Healthcare
-4.02K
- 33.53%
$32.38 - $39.16 $130K - $158K
7.98K $294K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-12.5K
- 1.98%
$23.28 - $23.95 $290K - $299K
616K $14.6M
STWD
Starwood Property Trust, Inc.

Real Estate
-9.74K
- 8.67%
$18.41 - $20.53 $179K - $200K
103K $2.03M
HON
Honeywell International Inc

Industrials
-162
- 3.45%
$202.75 - $226.52 $32.8K - $36.7K
4.54K $961K
IXN
Ishares Global Information Tec

ETFs
-119
- 1.18%
$75.73 - $88.4 $9.01K - $10.5K
9.94K $752K
UPRO
Proshares Trust Proshares Ultr

ETFs
-400
- 8.38%
$71.19 - $99.29 $28.5K - $39.7K
4.37K $323K
WCC
Wesco International Inc

Industrials
-29
- 0.79%
$155.3 - $199.95 $4.5K - $5.8K
3.65K $567K
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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