Creative One Wealth, LLC Purchases in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
6.48K
+ 15.76%
$77.6 - $87.37 $503K - $567K
47.6K $4M
PINS
Pinterest, Inc.

Communication Services
24.2K
+ 221.26%
$32.17 - $39.17 $779K - $949K
35.2K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
137
+ 1.94%
$696.56 - $806.32 $95.4K - $110K
7.2K $5.74M
JIG
J P Morgan Exchange Traded Fd

ETFs
9.78K
New
$69.55 - $75.34 $680K - $737K
9.78K $736K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.01K
+ 8.78%
$435.72 - $463.74 $439K - $467K
12.5K $5.79M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.04K
+ 7.41%
$86.92 - $99.32 $264K - $302K
44K $4.31M
EXEL
Exelixis, Inc.

Healthcare
18.5K
+ 135.92%
$36.22 - $46.25 $670K - $855K
32.1K $1.33M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.55K
+ 40.31%
$74.93 - $80.73 $566K - $610K
26.3K $2.12M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.7K
+ 3.52%
$54.9 - $59.81 $203K - $221K
109K $6.47M
FSS
Federal Signal Corp

Industrials
5.97K
New
$104.86 - $129.8 $626K - $775K
5.97K $710K
UBER
Uber Technologies, Inc

Technology
5.35K
+ 14.83%
$86.91 - $99.57 $465K - $533K
41.4K $4.06M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
16.7K
+ 118.87%
$38.8 - $40.1 $649K - $670K
30.8K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.1K
+ 5.15%
$55.61 - $57.37 $616K - $636K
226K $12.9M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
10.1K
+ 20.63%
$49.0 - $51.91 $495K - $525K
59.1K $3.07M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.34K
+ 12.6%
$243.93 - $275.62 $328K - $370K
12K $3.29M
IGV
Ishares Expanded Tech Software

ETFs
5.71K
New
$105.96 - $117.79 $605K - $672K
5.71K $656K
DELL
Dell Technologies Inc.

Technology
3.97K
+ 83.55%
$120.96 - $141.77 $480K - $563K
8.72K $1.24M
INTC
Intel Corp

Technology
4.64K
+ 10.47%
$19.31 - $35.5 $89.6K - $165K
48.9K $1.64M
IFRA
Ishares Tr

ETFs
11.9K
+ 264.01%
$49.77 - $52.82 $594K - $631K
16.5K $869K
CMCSA
Comcast Corp

Communication Services
23.6K
+ 100.01%
$31.41 - $36.33 $743K - $859K
47.3K $1.49M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.81K
+ 7.8%
$89.29 - $100.17 $251K - $281K
38.8K $3.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.71K
+ 3.2%
$67.48 - $71.55 $386K - $409K
184K $13.1M
RTX
Raytheon Technologies Corp

Industrials
612
+ 2.43%
$144.19 - $167.33 $88.2K - $102K
25.8K $4.31M
NBTB
Nbt Bancorp Inc

Financial Services
15.2K
New
$40.56 - $45.07 $618K - $687K
15.2K $636K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15.5K
+ 10.53%
$37.14 - $37.85 $575K - $586K
162K $6.14M
VNQ
Vanguard Specialized Funds Van

ETFs
1.9K
+ 1.01%
$88.47 - $93.24 $168K - $177K
190K $17.4M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.34K
+ 26.49%
$95.22 - $96.21 $603K - $610K
30.3K $2.91M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
11K
New
$46.93 - $58.5 $515K - $642K
11K $606K
VRT
Vertiv Holdings CO

Industrials
6.95K
+ 187.81%
N/A
10.6K $922K
SNEX
Stone X Group Inc.

Financial Services
5.88K
New
$81.94 - $104.56 $482K - $615K
5.88K $593K
YYY
Amplify ETF Tr High Income ETF

ETFs
49.2K
+ 109.59%
$11.61 - $11.92 $571K - $586K
94K $1.11M
RYLD
Global X Fds Russell 2000 Cove

ETFs
37.9K
+ 55.52%
$14.46 - $15.29 $548K - $579K
106K $1.6M
VGSH
Vanguard

ETFs
9.6K
+ 6.43%
$58.43 - $58.88 $561K - $565K
159K $9.36M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.71K
+ 51.43%
$82.96 - $95.7 $473K - $546K
16.8K $1.51M
ISMD
Northern Lts Fd Tr Iv

ETFs
480
+ 0.3%
$35.1 - $39.69 $16.8K - $19.1K
161K $6.26M
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.7K
+ 13.4%
$26.46 - $28.43 $389K - $418K
124K $3.48M
SHOP
Shopify Inc.

Technology
548
+ 3.92%
$112.11 - $157.12 $61.4K - $86.1K
14.5K $2.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.96K
+ 20.47%
$91.44 - $91.77 $545K - $547K
35.1K $3.22M
FTDS
First Trust Dividend Strength

ETFs
9.78K
New
$52.51 - $56.14 $513K - $549K
9.78K $543K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
30.2K
New
$17.13 - $17.98 $518K - $543K
30.2K $537K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
45.6K
+ 356.98%
$11.15 - $11.87 $508K - $541K
58.4K $676K
TQQQ
Proshares Ultrapro Qqq

ETFs
505
+ 2.15%
$80.89 - $104.72 $40.8K - $52.9K
24K $2.48M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11K
+ 174.6%
$44.4 - $46.72 $488K - $514K
17.3K $808K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.86K
+ 44.73%
$82.29 - $90.77 $400K - $441K
15.7K $1.42M
AWI
Armstrong World Industries Inc

Industrials
2.67K
New
$163.99 - $199.13 $438K - $531K
2.67K $523K
FLRG
Fidelity Covington Tr U S Mult

ETFs
13.5K
New
$35.68 - $38.45 $483K - $520K
13.5K $520K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.66K
+ 12.04%
$68.24 - $73.73 $318K - $344K
43.4K $3.19M
FAST
Fastenal CO

Industrials
10.4K
New
$42.47 - $50.39 $443K - $526K
10.4K $511K
STRL
Sterling Construction CO Inc

Industrials
1.49K
New
$222.54 - $371.84 $332K - $555K
1.49K $506K
Activity Summary
Buys All Purchases 598 New Holdings 124 Increased Positions 474 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email