Creative One Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.98 Billion distributed in 1664 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $79.8M, Vanguard Ftse Developed Market with a value of $75.5M, Apple Inc. with a value of $74.7M, Pimco Active Bond Exchange Tra with a value of $70.7M, and Vanguard Growth ETF with a value of $68.4M.
Examining the 13F form we can see an decrease of $26.4M in the current position value, from $3B to 2.98B.
Creative One Wealth, LLC is based out at Overland Park, KS
Below you can find more details about Creative One Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.98 Billion
ETFs: $1.97 Billion
Technology: $280 Million
Financial Services: $145 Million
Consumer Cyclical: $124 Million
Healthcare: $96.7 Million
Communication Services: $86.8 Million
Industrials: $77.7 Million
Consumer Defensive: $71.4 Million
Other: $92.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
