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
OTIS
Otis Worldwide Corp

Industrials
-148
- 5.07%
$90.77 - $104.01 $13.4K - $15.4K
2.77K $285K
IDV
Ishares Tr

ETFs
-711
- 6.63%
$27.0 - $31.7 $19.2K - $22.5K
10K $310K
MNST
Monster Beverage Corp

Consumer Defensive
-874
- 7.38%
$46.16 - $58.58 $40.3K - $51.2K
11K $641K
EMB
Ishares Tr

ETFs
-1.59K
- 1.48%
$88.64 - $92.03 $141K - $146K
106K $9.6M
CCI
Crown Castle International Corp

Real Estate
-110
- 4.14%
$84.33 - $106.39 $9.28K - $11.7K
2.55K $265K
AJG
Arthur J. Gallagher & Co.

Financial Services
-288
- 14.29%
$275.89 - $345.24 $79.5K - $99.4K
1.73K $596K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-654
- 2.11%
$32.74 - $36.2 $21.4K - $23.7K
30.4K $1.06M
VDC
Vanguard Consumer Staples ETF

ETFs
-50
- 1.01%
$206.54 - $226.16 $10.3K - $11.3K
4.92K $1.08M
AVDE
American Centy ETF Tr Avantis

ETFs
-63
- 0.96%
$60.63 - $68.55 $3.82K - $4.32K
6.51K $431K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.96K
- 4.15%
$12.18 - $13.34 $23.9K - $26.2K
45.3K $599K
SHEL
Shell PLC

Energy
-831
- 9.35%
$62.84 - $73.29 $52.2K - $60.9K
8.06K $590K
FDD
First Trust Stoxx European Sel

ETFs
-2.13K
- 7.37%
$11.08 - $13.94 $23.5K - $29.6K
26.7K $362K
SONY
Sony Group Corp

Technology
-167
- 1.51%
$19.88 - $25.64 $3.32K - $4.28K
10.9K $275K
VTR
Ventas, Inc.

Real Estate
-321
- 4.73%
$56.9 - $70.47 $18.3K - $22.6K
6.46K $444K
EXC
Exelon Corp

Utilities
-186
- 2.91%
$37.3 - $46.08 $6.94K - $8.57K
6.21K $285K
AWK
American Water Works Company, Inc.

Utilities
-18
- 0.87%
$121.01 - $149.31 $2.18K - $2.69K
2.06K $303K
PSLV
Sprott Physical Silver Trust

Financial Services
-353
- 1.34%
$9.86 - $11.68 $3.48K - $4.12K
26K $301K
WRB
Berkley W R Corp

Financial Services
-172
- 3.5%
$56.7 - $71.27 $9.75K - $12.3K
4.75K $337K
VGLT
Vanguard Long Term Treasury Et

ETFs
-729
- 1.77%
$53.99 - $58.43 $39.4K - $42.6K
40.4K $2.33M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-533
- 1.52%
$78.97 - $85.82 $42.1K - $45.7K
34.6K $2.87M
SHW
Sherwin Williams CO

Basic Materials
-134
- 1.16%
$330.16 - $365.55 $44.2K - $49K
11.4K $3.98M
SNY
Sanofi

Healthcare
-30
- 0.34%
$48.15 - $59.42 $1.44K - $1.78K
8.74K $484K
BRO
Brown & Brown, Inc.

Financial Services
-5
- 0.18%
$100.54 - $124.4 $503 - $622
2.77K $343K
CI
Cigna Corp

Healthcare
-2
- 0.17%
$274.49 - $329.0 $549 - $658
1.17K $384K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-818
- 3.34%
$58.04 - $65.84 $47.5K - $53.9K
23.7K $1.51M
CSGS
Csg Systems International Inc

Technology
-27
- 0.32%
$49.81 - $66.73 $1.34K - $1.8K
8.33K $503K
EVRG
Evergy, Inc.

Utilities
-136
- 1.06%
$59.9 - $69.52 $8.15K - $9.45K
12.7K $876K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-476
- 4.05%
$106.31 - $123.73 $50.6K - $58.9K
11.3K $1.4M
SPOT
Spotify Technology S.A.

Communication Services
-83
- 5.2%
$457.79 - $648.32 $38K - $53.8K
1.51K $832K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-121
- 0.33%
$19.53 - $25.74 $2.36K - $3.11K
36.6K $886K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.43K
- 4.07%
$87.68 - $94.52 $476K - $513K
128K $12M
WELL
Welltower Inc.

Real Estate
-1.13K
- 8.62%
$124.05 - $156.86 $140K - $177K
12K $1.84M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-433
- 7.42%
$80.53 - $147.57 $34.9K - $63.9K
5.4K $713K
VNQ
Vanguard Specialized Funds Van

ETFs
-500
- 0.27%
$85.55 - $94.34 $42.8K - $47.2K
185K $16.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-727
- 3.95%
$47.74 - $65.16 $34.7K - $47.4K
17.7K $1.13M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-22
- 1.46%
$1187.71 - $1432.58 $26.1K - $31.5K
1.49K $2.13M
MCK
Mckesson Corp

Healthcare
-945
- 9.77%
$566.21 - $672.99 $535K - $636K
8.73K $5.87M
XOM
Exxon Mobil Corp

Energy
-1.83K
- 3.3%
$105.44 - $118.93 $192K - $217K
53.5K $6.36M
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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